Lena Smart & Tara Hernandez, MongoDB | International Women's Day
(upbeat music) >> Hello and welcome to theCube's coverage of International Women's Day. I'm John Furrier, your host of "theCUBE." We've got great two remote guests coming into our Palo Alto Studios, some tech athletes, as we say, people that've been in the trenches, years of experience, Lena Smart, CISO at MongoDB, Cube alumni, and Tara Hernandez, VP of Developer Productivity at MongoDB as well. Thanks for coming in to this program and supporting our efforts today. Thanks so much. >> Thanks for having us. >> Yeah, everyone talk about the journey in tech, where it all started. Before we get there, talk about what you guys are doing at MongoDB specifically. MongoDB is kind of gone the next level as a platform. You have your own ecosystem, lot of developers, very technical crowd, but it's changing the business transformation. What do you guys do at Mongo? We'll start with you, Lena. >> So I'm the CISO, so all security goes through me. I like to say, well, I don't like to say, I'm described as the ones throat to choke. So anything to do with security basically starts and ends with me. We do have a fantastic Cloud engineering security team and a product security team, and they don't report directly to me, but obviously we have very close relationships. I like to keep that kind of church and state separate and I know I've spoken about that before. And we just recently set up a physical security team with an amazing gentleman who left the FBI and he came to join us after 26 years for the agency. So, really starting to look at the physical aspects of what we offer as well. >> I interviewed a CISO the other day and she said, "Every day is day zero for me." Kind of goofing on the Amazon Day one thing, but Tara, go ahead. Tara, go ahead. What's your role there, developer productivity? What are you focusing on? >> Sure. Developer productivity is kind of the latest description for things that we've described over the years as, you know, DevOps oriented engineering or platform engineering or build and release engineering development infrastructure. It's all part and parcel, which is how do we actually get our code from developer to customer, you know, and all the mechanics that go into that. It's been something I discovered from my first job way back in the early '90s at Borland. And the art has just evolved enormously ever since, so. >> Yeah, this is a very great conversation both of you guys, right in the middle of all the action and data infrastructures changing, exploding, and involving big time AI and data tsunami and security never stops. Well, let's get into, we'll talk about that later, but let's get into what motivated you guys to pursue a career in tech and what were some of the challenges that you faced along the way? >> I'll go first. The fact of the matter was I intended to be a double major in history and literature when I went off to university, but I was informed that I had to do a math or a science degree or else the university would not be paid for. At the time, UC Santa Cruz had a policy that called Open Access Computing. This is, you know, the late '80s, early '90s. And anybody at the university could get an email account and that was unusual at the time if you were, those of us who remember, you used to have to pay for that CompuServe or AOL or, there's another one, I forget what it was called, but if a student at Santa Cruz could have an email account. And because of that email account, I met people who were computer science majors and I'm like, "Okay, I'll try that." That seems good. And it was a little bit of a struggle for me, a lot I won't lie, but I can't complain with how it ended up. And certainly once I found my niche, which was development infrastructure, I found my true love and I've been doing it for almost 30 years now. >> Awesome. Great story. Can't wait to ask a few questions on that. We'll go back to that late '80s, early '90s. Lena, your journey, how you got into it. >> So slightly different start. I did not go to university. I had to leave school when I was 16, got a job, had to help support my family. Worked a bunch of various jobs till I was about 21 and then computers became more, I think, I wouldn't say they were ubiquitous, but they were certainly out there. And I'd also been saving up every penny I could earn to buy my own computer and bought an Amstrad 1640, 20 meg hard drive. It rocked. And kind of took that apart, put it back together again, and thought that could be money in this. And so basically just teaching myself about computers any job that I got. 'Cause most of my jobs were like clerical work and secretary at that point. But any job that had a computer in front of that, I would make it my business to go find the guy who did computing 'cause it was always a guy. And I would say, you know, I want to learn how these work. Let, you know, show me. And, you know, I would take my lunch hour and after work and anytime I could with these people and they were very kind with their time and I just kept learning, so yep. >> Yeah, those early days remind me of the inflection point we're going through now. This major C change coming. Back then, if you had a computer, you had to kind of be your own internal engineer to fix things. Remember back on the systems revolution, late '80s, Tara, when, you know, your career started, those were major inflection points. Now we're seeing a similar wave right now, security, infrastructure. It feels like it's going to a whole nother level. At Mongo, you guys certainly see this as well, with this AI surge coming in. A lot more action is coming in. And so there's a lot of parallels between these inflection points. How do you guys see this next wave of change? Obviously, the AI stuff's blowing everyone away. Oh, new user interface. It's been called the browser moment, the mobile iPhone moment, kind of for this generation. There's a lot of people out there who are watching that are young in their careers, what's your take on this? How would you talk to those folks around how important this wave is? >> It, you know, it's funny, I've been having this conversation quite a bit recently in part because, you know, to me AI in a lot of ways is very similar to, you know, back in the '90s when we were talking about bringing in the worldwide web to the forefront of the world, right. And we tended to think in terms of all the optimistic benefits that would come of it. You know, free passing of information, availability to anyone, anywhere. You just needed an internet connection, which back then of course meant a modem. >> John: Not everyone had though. >> Exactly. But what we found in the subsequent years is that human beings are what they are and we bring ourselves to whatever platforms that are there, right. And so, you know, as much as it was amazing to have this freely available HTML based internet experience, it also meant that the negatives came to the forefront quite quickly. And there were ramifications of that. And so to me, when I look at AI, we're already seeing the ramifications to that. Yes, are there these amazing, optimistic, wonderful things that can be done? Yes. >> Yeah. >> But we're also human and the bad stuff's going to come out too. And how do we- >> Yeah. >> How do we as an industry, as a community, you know, understand and mitigate those ramifications so that we can benefit more from the positive than the negative. So it is interesting that it comes kind of full circle in really interesting ways. >> Yeah. The underbelly takes place first, gets it in the early adopter mode. Normally industries with, you know, money involved arbitrage, no standards. But we've seen this movie before. Is there hope, Lena, that we can have a more secure environment? >> I would hope so. (Lena laughs) Although depressingly, we've been in this well for 30 years now and we're, at the end of the day, still telling people not to click links on emails. So yeah, that kind of still keeps me awake at night a wee bit. The whole thing about AI, I mean, it's, obviously I am not an expert by any stretch of the imagination in AI. I did read (indistinct) book recently about AI and that was kind of interesting. And I'm just trying to teach myself as much as I can about it to the extent of even buying the "Dummies Guide to AI." Just because, it's actually not a dummies guide. It's actually fairly interesting, but I'm always thinking about it from a security standpoint. So it's kind of my worst nightmare and the best thing that could ever happen in the same dream. You know, you've got this technology where I can ask it a question and you know, it spits out generally a reasonable answer. And my team are working on with Mark Porter our CTO and his team on almost like an incubation of AI link. What would it look like from MongoDB? What's the legal ramifications? 'Cause there will be legal ramifications even though it's the wild, wild west just now, I think. Regulation's going to catch up to us pretty quickly, I would think. >> John: Yeah, yeah. >> And so I think, you know, as long as companies have a seat at the table and governments perhaps don't become too dictatorial over this, then hopefully we'll be in a good place. But we'll see. I think it's a really interest, there's that curse, we're living in interesting times. I think that's where we are. >> It's interesting just to stay on this tech trend for a minute. The standards bodies are different now. Back in the old days there were, you know, IEEE standards, ITF standards. >> Tara: TPC. >> The developers are the new standard. I mean, now you're seeing open source completely different where it was in the '90s to here beginning, that was gen one, some say gen two, but I say gen one, now we're exploding with open source. You have kind of developers setting the standards. If developers like it in droves, it becomes defacto, which then kind of rolls into implementation. >> Yeah, I mean I think if you don't have developer input, and this is why I love working with Tara and her team so much is 'cause they get it. If we don't have input from developers, it's not going to get used. There's going to be ways of of working around it, especially when it comes to security. If they don't, you know, if you're a developer and you're sat at your screen and you don't want to do that particular thing, you're going to find a way around it. You're a smart person. >> Yeah. >> So. >> Developers on the front lines now versus, even back in the '90s, they're like, "Okay, consider the dev's, got a QA team." Everything was Waterfall, now it's Cloud, and developers are on the front lines of everything. Tara, I mean, this is where the standards are being met. What's your reaction to that? >> Well, I think it's outstanding. I mean, you know, like I was at Netscape and part of the crowd that released the browser as open source and we founded mozilla.org, right. And that was, you know, in many ways kind of the birth of the modern open source movement beyond what we used to have, what was basically free software foundation was sort of the only game in town. And I think it is so incredibly valuable. I want to emphasize, you know, and pile onto what Lena was saying, it's not just that the developers are having input on a sort of company by company basis. Open source to me is like a checks and balance, where it allows us as a broader community to be able to agree on and enforce certain standards in order to try and keep the technology platforms as accessible as possible. I think Kubernetes is a great example of that, right. If we didn't have Kubernetes, that would've really changed the nature of how we think about container orchestration. But even before that, Linux, right. Linux allowed us as an industry to end the Unix Wars and as someone who was on the front lines of that as well and having to support 42 different operating systems with our product, you know, that was a huge win. And it allowed us to stop arguing about operating systems and start arguing about software or not arguing, but developing it in positive ways. So with, you know, with Kubernetes, with container orchestration, we all agree, okay, that's just how we're going to orchestrate. Now we can build up this huge ecosystem, everybody gets taken along, right. And now it changes the game for what we're defining as business differentials, right. And so when we talk about crypto, that's a little bit harder, but certainly with AI, right, you know, what are the checks and balances that as an industry and as the developers around this, that we can in, you know, enforce to make sure that no one company or no one body is able to overly control how these things are managed, how it's defined. And I think that is only for the benefit in the industry as a whole, particularly when we think about the only other option is it gets regulated in ways that do not involve the people who actually know the details of what they're talking about. >> Regulated and or thrown away or bankrupt or- >> Driven underground. >> Yeah. >> Which would be even worse actually. >> Yeah, that's a really interesting, the checks and balances. I love that call out. And I was just talking with another interview part of the series around women being represented in the 51% ratio. Software is for everybody. So that we believe that open source movement around the collective intelligence of the participants in the industry and independent of gender, this is going to be the next wave. You're starting to see these videos really have impact because there are a lot more leaders now at the table in companies developing software systems and with AI, the aperture increases for applications. And this is the new dynamic. What's your guys view on this dynamic? How does this go forward in a positive way? Is there a certain trajectory you see? For women in the industry? >> I mean, I think some of the states are trying to, again, from the government angle, some of the states are trying to force women into the boardroom, for example, California, which can be no bad thing, but I don't know, sometimes I feel a bit iffy about all this kind of forced- >> John: Yeah. >> You know, making, I don't even know how to say it properly so you can cut this part of the interview. (John laughs) >> Tara: Well, and I think that they're >> I'll say it's not organic. >> No, and I think they're already pulling it out, right. It's already been challenged so they're in the process- >> Well, this is the open source angle, Tara, you are getting at it. The change agent is open, right? So to me, the history of the proven model is openness drives transparency drives progress. >> No, it's- >> If you believe that to be true, this could have another impact. >> Yeah, it's so interesting, right. Because if you look at McKinsey Consulting or Boston Consulting or some of the other, I'm blocking on all of the names. There has been a decade or more of research that shows that a non homogeneous employee base, be it gender or ethnicity or whatever, generates more revenue, right? There's dollar signs that can be attached to this, but it's not enough for all companies to want to invest in that way. And it's not enough for all, you know, venture firms or investment firms to grant that seed money or do those seed rounds. I think it's getting better very slowly, but socialization is a much harder thing to overcome over time. Particularly, when you're not just talking about one country like the United States in our case, but around the world. You know, tech centers now exist all over the world, including places that even 10 years ago we might not have expected like Nairobi, right. Which I think is amazing, but you have to factor in the cultural implications of that as well, right. So yes, the openness is important and we have, it's important that we have those voices, but I don't think it's a panacea solution, right. It's just one more piece. I think honestly that one of the most important opportunities has been with Cloud computing and Cloud's been around for a while. So why would I say that? It's because if you think about like everybody holds up the Steve Jobs, Steve Wozniak, back in the '70s, or Sergey and Larry for Google, you know, you had to have access to enough credit card limit to go to Fry's and buy your servers and then access to somebody like Susan Wojcicki to borrow the garage or whatever. But there was still a certain amount of upfrontness that you had to be able to commit to, whereas now, and we've, I think, seen a really good evidence of this being able to lease server resources by the second and have development platforms that you can do on your phone. I mean, for a while I think Africa, that the majority of development happened on mobile devices because there wasn't a sufficient supply chain of laptops yet. And that's no longer true now as far as I know. But like the power that that enables for people who would otherwise be underrepresented in our industry instantly opens it up, right? And so to me that's I think probably the biggest opportunity that we've seen from an industry on how to make more availability in underrepresented representation for entrepreneurship. >> Yeah. >> Something like AI, I think that's actually going to take us backwards if we're not careful. >> Yeah. >> Because of we're reinforcing that socialization. >> Well, also the bias. A lot of people commenting on the biases of the large language inherently built in are also problem. Lena, I want you to weigh on this too, because I think the skills question comes up here and I've been advocating that you don't need the pedigree, college pedigree, to get into a certain jobs, you mentioned Cloud computing. I mean, it's been around for you think a long time, but not really, really think about it. The ability to level up, okay, if you're going to join something new and half the jobs in cybersecurity are created in the past year, right? So, you have this what used to be a barrier, your degree, your pedigree, your certification would take years, would be a blocker. Now that's gone. >> Lena: Yeah, it's the opposite. >> That's, in fact, psychology. >> I think so, but the people who I, by and large, who I interview for jobs, they have, I think security people and also I work with our compliance folks and I can't forget them, but let's talk about security just now. I've always found a particular kind of mindset with security folks. We're very curious, not very good at following rules a lot of the time, and we'd love to teach others. I mean, that's one of the big things stem from the start of my career. People were always interested in teaching and I was interested in learning. So it was perfect. And I think also having, you know, strong women leaders at MongoDB allows other underrepresented groups to actually apply to the company 'cause they see that we're kind of talking the talk. And that's been important. I think it's really important. You know, you've got Tara and I on here today. There's obviously other senior women at MongoDB that you can talk to as well. There's a bunch of us. There's not a whole ton of us, but there's a bunch of us. And it's good. It's definitely growing. I've been there for four years now and I've seen a growth in women in senior leadership positions. And I think having that kind of track record of getting really good quality underrepresented candidates to not just interview, but come and join us, it's seen. And it's seen in the industry and people take notice and they're like, "Oh, okay, well if that person's working, you know, if Tara Hernandez is working there, I'm going to apply for that." And that in itself I think can really, you know, reap the rewards. But it's getting started. It's like how do you get your first strong female into that position or your first strong underrepresented person into that position? It's hard. I get it. If it was easy, we would've sold already. >> It's like anything. I want to see people like me, my friends in there. Am I going to be alone? Am I going to be of a group? It's a group psychology. Why wouldn't? So getting it out there is key. Is there skills that you think that people should pay attention to? One's come up as curiosity, learning. What are some of the best practices for folks trying to get into the tech field or that's in the tech field and advancing through? What advice are you guys- >> I mean, yeah, definitely, what I say to my team is within my budget, we try and give every at least one training course a year. And there's so much free stuff out there as well. But, you know, keep learning. And even if it's not right in your wheelhouse, don't pick about it. Don't, you know, take a look at what else could be out there that could interest you and then go for it. You know, what does it take you few minutes each night to read a book on something that might change your entire career? You know, be enthusiastic about the opportunities out there. And there's so many opportunities in security. Just so many. >> Tara, what's your advice for folks out there? Tons of stuff to taste, taste test, try things. >> Absolutely. I mean, I always say, you know, my primary qualifications for people, I'm looking for them to be smart and motivated, right. Because the industry changes so quickly. What we're doing now versus what we did even last year versus five years ago, you know, is completely different though themes are certainly the same. You know, we still have to code and we still have to compile that code or package the code and ship the code so, you know, how well can we adapt to these new things instead of creating floppy disks, which was my first job. Five and a quarters, even. The big ones. >> That's old school, OG. There it is. Well done. >> And now it's, you know, containers, you know, (indistinct) image containers. And so, you know, I've gotten a lot of really great success hiring boot campers, you know, career transitioners. Because they bring a lot experience in addition to the technical skills. I think the most important thing is to experiment and figuring out what do you like, because, you know, maybe you are really into security or maybe you're really into like deep level coding and you want to go back, you know, try to go to school to get a degree where you would actually want that level of learning. Or maybe you're a front end engineer, you want to be full stacked. Like there's so many different things, data science, right. Maybe you want to go learn R right. You know, I think it's like figure out what you like because once you find that, that in turn is going to energize you 'cause you're going to feel motivated. I think the worst thing you could do is try to force yourself to learn something that you really could not care less about. That's just the worst. You're going in handicapped. >> Yeah and there's choices now versus when we were breaking into the business. It was like, okay, you software engineer. They call it software engineering, that's all it was. You were that or you were in sales. Like, you know, some sort of systems engineer or sales and now it's,- >> I had never heard of my job when I was in school, right. I didn't even know it was a possibility. But there's so many different types of technical roles, you know, absolutely. >> It's so exciting. I wish I was young again. >> One of the- >> Me too. (Lena laughs) >> I don't. I like the age I am. So one of the things that I did to kind of harness that curiosity is we've set up a security champions programs. About 120, I guess, volunteers globally. And these are people from all different backgrounds and all genders, diversity groups, underrepresented groups, we feel are now represented within this champions program. And people basically give up about an hour or two of their time each week, with their supervisors permission, and we basically teach them different things about security. And we've now had seven full-time people move from different areas within MongoDB into my team as a result of that program. So, you know, monetarily and time, yeah, saved us both. But also we're showing people that there is a path, you know, if you start off in Tara's team, for example, doing X, you join the champions program, you're like, "You know, I'd really like to get into red teaming. That would be so cool." If it fits, then we make that happen. And that has been really important for me, especially to give, you know, the women in the underrepresented groups within MongoDB just that window into something they might never have seen otherwise. >> That's a great common fit is fit matters. Also that getting access to what you fit is also access to either mentoring or sponsorship or some sort of, at least some navigation. Like what's out there and not being afraid to like, you know, just ask. >> Yeah, we just actually kicked off our big mentor program last week, so I'm the executive sponsor of that. I know Tara is part of it, which is fantastic. >> We'll put a plug in for it. Go ahead. >> Yeah, no, it's amazing. There's, gosh, I don't even know the numbers anymore, but there's a lot of people involved in this and so much so that we've had to set up mentoring groups rather than one-on-one. And I think it was 45% of the mentors are actually male, which is quite incredible for a program called Mentor Her. And then what we want to do in the future is actually create a program called Mentor Them so that it's not, you know, not just on the female and so that we can live other groups represented and, you know, kind of break down those groups a wee bit more and have some more granularity in the offering. >> Tara, talk about mentoring and sponsorship. Open source has been there for a long time. People help each other. It's community-oriented. What's your view of how to work with mentors and sponsors if someone's moving through ranks? >> You know, one of the things that was really interesting, unfortunately, in some of the earliest open source communities is there was a lot of pervasive misogyny to be perfectly honest. >> Yeah. >> And one of the important adaptations that we made as an open source community was the idea, an introduction of code of conducts. And so when I'm talking to women who are thinking about expanding their skills, I encourage them to join open source communities to have opportunity, even if they're not getting paid for it, you know, to develop their skills to work with people to get those code reviews, right. I'm like, "Whatever you join, make sure they have a code of conduct and a good leadership team. It's very important." And there are plenty, right. And then that idea has come into, you know, conferences now. So now conferences have codes of contact, if there are any good, and maybe not all of them, but most of them, right. And the ideas of expanding that idea of intentional healthy culture. >> John: Yeah. >> As a business goal and business differentiator. I mean, I won't lie, when I was recruited to come to MongoDB, the culture that I was able to discern through talking to people, in addition to seeing that there was actually women in senior leadership roles like Lena, like Kayla Nelson, that was a huge win. And so it just builds on momentum. And so now, you know, those of us who are in that are now representing. And so that kind of reinforces, but it's all ties together, right. As the open source world goes, particularly for a company like MongoDB, which has an open source product, you know, and our community builds. You know, it's a good thing to be mindful of for us, how we interact with the community and you know, because that could also become an opportunity for recruiting. >> John: Yeah. >> Right. So we, in addition to people who might become advocates on Mongo's behalf in their own company as a solution for themselves, so. >> You guys had great successful company and great leadership there. I mean, I can't tell you how many times someone's told me "MongoDB doesn't scale. It's going to be dead next year." I mean, I was going back 10 years. It's like, just keeps getting better and better. You guys do a great job. So it's so fun to see the success of developers. Really appreciate you guys coming on the program. Final question, what are you guys excited about to end the segment? We'll give you guys the last word. Lena will start with you and Tara, you can wrap us up. What are you excited about? >> I'm excited to see what this year brings. I think with ChatGPT and its copycats, I think it'll be a very interesting year when it comes to AI and always in the lookout for the authentic deep fakes that we see coming out. So just trying to make people aware that this is a real thing. It's not just pretend. And then of course, our old friend ransomware, let's see where that's going to go. >> John: Yeah. >> And let's see where we get to and just genuine hygiene and housekeeping when it comes to security. >> Excellent. Tara. >> Ah, well for us, you know, we're always constantly trying to up our game from a security perspective in the software development life cycle. But also, you know, what can we do? You know, one interesting application of AI that maybe Google doesn't like to talk about is it is really cool as an addendum to search and you know, how we might incorporate that as far as our learning environment and developer productivity, and how can we enable our developers to be more efficient, productive in their day-to-day work. So, I don't know, there's all kinds of opportunities that we're looking at for how we might improve that process here at MongoDB and then maybe be able to share it with the world. One of the things I love about working at MongoDB is we get to use our own products, right. And so being able to have this interesting document database in order to put information and then maybe apply some sort of AI to get it out again, is something that we may well be looking at, if not this year, then certainly in the coming year. >> Awesome. Lena Smart, the chief information security officer. Tara Hernandez, vice president developer of productivity from MongoDB. Thank you so much for sharing here on International Women's Day. We're going to do this quarterly every year. We're going to do it and then we're going to do quarterly updates. Thank you so much for being part of this program. >> Thank you. >> Thanks for having us. >> Okay, this is theCube's coverage of International Women's Day. I'm John Furrier, your host. Thanks for watching. (upbeat music)
SUMMARY :
Thanks for coming in to this program MongoDB is kind of gone the I'm described as the ones throat to choke. Kind of goofing on the you know, and all the challenges that you faced the time if you were, We'll go back to that you know, I want to learn how these work. Tara, when, you know, your career started, you know, to me AI in a lot And so, you know, and the bad stuff's going to come out too. you know, understand you know, money involved and you know, it spits out And so I think, you know, you know, IEEE standards, ITF standards. The developers are the new standard. and you don't want to do and developers are on the And that was, you know, in many ways of the participants I don't even know how to say it properly No, and I think they're of the proven model is If you believe that that you can do on your phone. going to take us backwards Because of we're and half the jobs in cybersecurity And I think also having, you know, I going to be of a group? You know, what does it take you Tons of stuff to taste, you know, my primary There it is. And now it's, you know, containers, Like, you know, some sort you know, absolutely. I (Lena laughs) especially to give, you know, Also that getting access to so I'm the executive sponsor of that. We'll put a plug in for it. and so that we can live to work with mentors You know, one of the things And one of the important and you know, because So we, in addition to people and Tara, you can wrap us up. and always in the lookout for it comes to security. addendum to search and you know, We're going to do it and then we're I'm John Furrier, your host.
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Architecting SaaS Superclouds | Supercloud22
>>Welcome back to super cloud 22, our inaugural event. It's a pilot event here in the cube studios we're live and streaming virtually until we do it in person. Maybe next year. I'm John fury, host of the cube with Dave Lon two great guests, distinguished engineers managers, CTOs investors. Mariana Tessel is a CTO of Intuit ins Ray founder of vertex ventures. Both have a lot of DNA. Founder allow cloud here with mark Andre and Ben Horowitz, a variety of other great ventures you've done. And now you're an investor. Yep. Maria, you've been a seasoned CTO, VP of engineering, VMware Docker Intuit. Now thanks for joining us. >>Absolutely. >>So super cloud is a, is a thing. And apparently it's got a lot of momentum and you guys got stats over there at, at Intuit in, so you're investing and we were challenged on super cloud. Our initial thesis was you build on the clouds, get all that leverage like snowflake, you get a good differentiation and then you compete and then move to other clouds. Now it's becoming a thing where I can do this. Every enterprise could possibly do it. So I want to get your guys thoughts on what you think of super cloud concept and where are the holes in it, what needs to be defined. And so we'll start with you. You've done a lot of cloud things in your day. What >>Do you think? Yeah, it's the whole cloud journey started with a desire to consolidate and desire to actually provide uniformity and, and standards driven ways of doing things. And I think Amazon was a leader there. They helped kind of teach everybody else. You know, when I was in loud cloud, we were trying to do it with proprietary stacks just wouldn't work. But once everyone standardized upon Unix and you know, the chip sets no longer became as relevant. They did a lot of good things there, but what's happened since then is now you've got competing standards at the API layer at the interface layer no longer at the chip set layer, no longer at the operating system layer. Right? So the evolution of the, the, the battles are still there. When you talk about multicloud and super cloud, though, like one of the big things you have to keep in mind is latency is not free. Latency is very expensive and it's getting even more expensive now with, with multi-cloud. So you have to really understand where the separations of boundaries are between your data, your compute, and, and the network is just there as a facilitator to help binding compute and data. Right? And I think there's a lot of bets being made across different vendors like CloudFlare Akamai, as well as Amazon Google Microsoft in terms of how they think we should take computing either to the edge, from the core or back and forth. >>These, this is structural change. I mean, this is structural, >>It's desired by incumbents, but it's not something that I'm seeing from the consumption. I'd love to hear, hear from our end's per perspective, from a consumption point of view, like how much edge computing really matters. Right. >>Mario. >>So I think there's like, there's kind of a, a story of like two, like it's kind of, you can cut it for both edges. No, no pun intended on one end. It is really simplifying to actually go into like a single cloud and standardize on it and just have everything there. But I think what over time companies find is that they end up in multiple clouds, whether like, you know, through acquisitions or through like needing to use a service in another cloud. So you do find yourself in a situation where you have multi multi-cloud and you have to kind of work through it and understand how to make it all like work and latency is an issue, but also for many, many workloads, you can work around it and you can make it work where you have workloads that actually span multiple vendors and clouds. You know, again, having said that, I would say the world is such, that is still a simplifying assumption. When if you go to a single cloud, it's much easier to just go and, and bet on that >>Easier in terms of everything's integrated, IAS works with SAS, they solve a lot of problems. >>Correct. And you can do like for your developers, you can actually provide an environment that's super homogenous, simple. You can use services easily up and down the stack. And, you know, we, we actually made that deliberate decision. When we started migrating to the cloud at the beginning, it was like, oh, let's do like hybrid we'll, you know, make it, so it work anywhere. It was so complicated. It was not worth it. >>When was the, when did you give up, what was the moment? Was there a flash point where you said, oh, this is terrible. This is >>Dead. Yeah. When, when we started to try to make it interoperable and you just see what it requires to do that and the complexity of the architecture that it just became not worth it for the gains you have. >>So speaking obviously as a SAS provider, right. So it just doesn't, it didn't make business case sense for you guys to do that. So it was super cloud. Then an infrastructure thing we just heard from Ben wa deja VI that they're not, they're going beyond instantiating their, their data cloud. They're actually running, you know, their own little snow grid. They called it. And, and then when I asked him, well, what about latency? He said, well, we copied data over, you know, so, okay. That's you have to do, but that's a singular experience with the same governance or the same security. Just wasn't worth it for you guys is what I'm hearing. >>Correct. But again, like for some workload or for some services that we want to use, we are gonna go there and we are gonna then figure out what is the work around the latency issue, whether it's like copy or, you know, redundancy. >>Well, the question I have Dave on snowflake is maybe the question for you and in the panel is snowflake a tan expansion opportunity, or is there a technical reason to go to other clouds? >>I think they wanted to leverage the hyperscale infrastructure globally. And they said that they're out there, it's a free gift. We're gonna go take it. I, I think it started with we're on AWS. Do you think? And then we're on Azure and then we're on Google. And then they said, why don't we just connect all these and make it a singular experience? And yeah, I guess it's a TA expansion as a differentiator and it's, it adds value. Right. If I can share data across that global network, >>We have customers on Azure now, >>Right? Yeah. Yeah. Of course. >>You guys don't need to go CP. What do you think about that? >>Well, I think Snowflake's in a good position cuz they work mostly with analytical workloads and you have capacity. That's always gonna increase like no one subtracts, their analytical workload like ever, right. So there was just compounded growth is like 50% or 80% for, you know, many enterprises despite their best intentions, not to collect more data, they just can't stop doing it. So it's different than if you're like an Oracle or a transactional database where you don't have those, you know, like kind of infinite growth paths. So Snowflake's gonna continue to expand footprint their customers. They don't mind as long as you, they can figure out the, the lowest cost on denominator for, for that. >>Yeah. So it makes sense to be in all the clouds >>For them, for, for them, for sure. Yeah. >>But, but, but Oracle just announced with Microsoft what I would call super cloud, a, a cross cloud database service running on OCI and Azure with very low latency and a database that looks like a, the singular experience. Yeah. With, with a PAs layers >>That lost me after OCI that's >>Okay. You know, but that's the, that's the, the BS answer for all U VCs. The do nobody develops on Oracle? Well, it's a 240 billion market cap company. Show me who you all want be. >>We're gonna talk about SRDF and em C next, you >>All want Oracle. So there we go. You throw that into, you all want Oracle to buy your companies, your funding, you know, cause, cause we all wanna be like Oracle with that kinda cash flow. But, but anyway, >>Here's, here's one thing that I'm noticing that is gonna be really practical. I think for companies that do run SA is because like, you know, you have all these solutions, whether it's like analytics or like monitoring or logging or whatever. And each one of them is very data hungry and all of them have like SAS solutions that end up copy the data, moving data to their cloud, and then they might charge you by the size of your data. It does become kind of overwhelming for companies to use that many tools and basically maybe have that data kind of charge for it, multiple places because you use it for different purposes or just in general, if you have a lot of data, you know, that that is becoming an issue. So that's something that I've noticed in our, in our own kind of, you know, a world, but it's just something that I think companies need to think about how they solve because eventually a lot of companies will say, I cannot have all these solutions, so there's no way I'm gonna be willing to have so many copies of the data and actually pay for that. >>So many times, just something to think about. >>But one of the criticisms of the super cloud concept is that it's just SAS. If I'm running workload on prem and I, and I've got, you know, a connection to the cloud, which you probably do, that's, that's SAS, what's, what's the big deal and that's not anything new or different. So I'd love to get your thoughts on that. But Goldman Sachs, for instance, just announced the service last reinvent with AWS, connecting their tools, their data, and their software from on-prem to AWS, they're offering it as a service. I'm like, Hmm. Kind of looking like Supercloud, but maybe it's just SAS. >>It could be. And like, what I'm talking about is not so much like, you know, like what you wanna connect your data. But the idea is like a lot of the providers of different services, like in the past and, and like higher layer, they're actually COPI the data. They need the data in their cloud or their solution. And it just becomes complicated and expensive is, is kind of like my point. So yes, connecting it like for you to have the data in one place and then be able to connect to it. I think that is a valid, if, if that's kinda what you think about as a super cloud, that is a valid need, I think that companies will >>Have where developers actually want access to tools that might exist. >>Also the key is developers, right? Yeah. Developers decide all decisions, not database on administrators, not, you know, a hundred percent security engineers, not admins. So what's really interesting is where are the developers going next? If you look at the current winners in the current ecosystem, companies like MongoDB, I mean, they capture the minds of yeah. The JavaScript, you know, no JS developers absolutely very early on. And I started catch base and I could tell you like the difference was that capture motion was so important. So developers are basically used to this game-like experience now where they want to see tools that are free, whether it's open source or not, they actually don't care. They just want, and they want it SAS. They want it SAS delivered on demand. Right. And pay as you go. And so there's a lot of these different frameworks coming out next generation, no code, low code, whether it's Java, JavaScript, rust, you know, whatever, you know, go Lang. And there's a lot of people fighting religious wars about how to develop the next kind of modern pattern design pattern. Okay. And that's where a lot of excitement is how we look at like investment opportunities. Like where are those big bets who are, you know, frustrated developers, who are they frustrated, what's wrong with their current environment? You know, do they really enjoy using Kubernetes or trying to use Kubernetes? Yeah. Right. Like developers have a very different view than operator, >>But you mentioned couch base. I mean, I look at couch base what they're doing with Capellas as a form of Supercloud. I mean, I think that's an excellent, they're bringing that out to the edge. We're gonna hear later on from someone from couch base. That's gonna talk about that now. It's kind of a lightweight, you know, sort of, it's gonna be a, a synchronization, but it's the beginning >>A cool new venture deal that I'm not in, but was like duck DB. I'm like, what's duck DB like, well, it's an Emory database that has like this like remote store thing. I'm like, okay, that sounds interesting. Like let's call Mike Olson cuz that sounds like sleepy cat redone red distributed world. But like it's, it's like there's a lot of people refactoring design patterns that we're all grew up with since the popup days of, you know, typical round. Right? >>Yeah. That's the refactory I think that's the big pattern. So I have to ask you guys, what are you guys investing in? We've got a couple minutes left to chat about that. What are you investing at into it from a, from a, a CTO engineering perspective and what are you investing in that feels super cloud like to you? >>Well, the, the thing that like I'm focused on is to make sure that we have absolutely best in the world development environment for our engineers, where it's modern, it's easy to use and it incorporates as many things as we can into that environment. So the engineers don't have to think about it. Like one big example would be security and how we incorporated that into development environment. So again, the engineers don't have to bother with trying to think through how they secure their workloads and every step of the way their other things that we incorporated, whether it's like rollbacks or monitoring or, you know, like baly enough other things. But I think that's really an investment that has panned off for us. We actually started investing in development environment several years ago. We started measure our development velocity and we, it actually went up by six X justly investing. So >>User experience, developer experience and productivity pretty much right. >>Yeah. AB absolutely. Yeah. That's like a big investment area for us that, you know, cloud cloud >>Sounds like super cloudlike factor and I'm assuming it's you're on AWS. >>We are mostly on AWS. Yes. >>And so what are you investing in that from a VC money doling out standpoint? That feels super cloudlike >>So very similar to what we just touched on a lot of developer tool experiences. We have a company that we've invested in called ops level that the service catalogs it's, it's helping, you know, understand your, where your services live and how they could be accessed and, and you know, enterprise kind of that come with that. And then we have a company called Lugo that helps you do serverless debugging container debugging, cuz it turns out debugging distributed, you know, applications is a real problem right now just you can only do so much by log tracing, right? We have a company haven't announced yet that's in the web assembly space. So we're looking at modernizing the next generation past stack and throwing everything out the window, including Java and all of the, you know, current prebuilt components because turns out 90% of enterprise workloads are actually not used. They're they're just policy code. You compiled with they're sitting there as vulnerabilities that no one's actually accessing, but you still have to compile with all of it. So we have a lot of bloatware happening in the enterprise. So we're thinking about how do you skinny that up with the next generation paths that's enterprise capable with security context and frameworks >>Super pass. >>Well, yeah, super pass. That's a kind of good way to, well, is >>It, is it a consistent developer experience across clouds? >>It is. And, and, and, and web assembly is a very raw standard if you can call it that. I mean it's, but it's supported by every modern browser, every major platform, vendor cloud, and Adobe and others, and are using it for their uses. And it's not just about your edge browser compute. It's really, you can take the same framework and compile it down to server side as well as client site, just like JavaScript was a client side tool before it became node. Right. Right. So we're looking at that as a very interesting opportunity. It's very nascent. Yeah. >>Great patterns. Yeah. Well, thanks so much for spending the time outta your busy day. Ariana. Thanks for your commentary. Appreciate your coming on the cubes first in IGUR super cloud event, pilot. Thanks for, for sharing. Thanks for having, thanks for having us. Okay. More coverage here. Super cloud 2022. I'm Jeff David Alane stay with us. We got our cloud ARA panel coming up next.
SUMMARY :
I'm John fury, host of the cube with Dave Lon two great guests, distinguished engineers managers, lot of momentum and you guys got stats over there at, at Intuit in, So you have to really understand where the separations of boundaries are between your data, I mean, this is structural, It's desired by incumbents, but it's not something that I'm seeing from the consumption. whether like, you know, through acquisitions or through like needing to use a service And you can do like for your developers, you can actually provide an environment When was the, when did you give up, what was the moment? just became not worth it for the gains you have. They're actually running, you know, their own little snow grid. issue, whether it's like copy or, you know, redundancy. Do you think? Right? What do you think about that? So there was just compounded growth is like 50% or 80% for, you know, many enterprises despite Yeah. that looks like a, the singular experience. Show me who you all want be. You throw that into, you all want Oracle to buy your companies, moving data to their cloud, and then they might charge you by the size of your data. and I, and I've got, you know, a connection to the cloud, which you probably do, that's, And like, what I'm talking about is not so much like, you know, like what you wanna connect your data. And I started catch base and I could tell you like the difference was It's kind of a lightweight, you know, sort of, patterns that we're all grew up with since the popup days of, you know, typical round. So I have to ask you guys, what are you guys investing in? So again, the engineers don't have to bother with trying to think through how you know, cloud cloud We are mostly on AWS. And then we have a company called Lugo that helps you do serverless debugging container debugging, That's a kind of good way to, well, is It's really, you can take the same framework and compile it down to server side as well as client Thanks for your commentary.
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Supercloud Enablers and Blockers | Supercloud22
>>Welcome back everyone to Supercloud 22. This is the Cube's live presentation streaming out virtually our inaugural event, kind of a pilot I'm John Furo of the cube with Dave ante. Got a great panel here to discuss the enablers and blockers question mark for superclouds. We got, we got kit Culbert, CTO of VMware basketball, Gor CEO platform nine, and has Pani who is the CEO of RA systems. We got a mix of the big leader, VMware and the upstart companies growing into the same space, all cloud native friends of the cube. Great to see you guys. Thanks for coming on. Thank >>You. >>Start. All right. So there's no debate cloud native is booming. We see that clearly Kubernetes became a unifying force. It's an ops layer kind of almost like a kind of a midline between dev and ops DevSecOps is happening at scale. What are the blockers and what are the enablers for super cloud? What do we need? Let's see what do get your take? >>Sure. So UN I spoke about this a little bit in, at New York summit, the big trend I'm seeing, and it's, it's a blocker that's being sort of taken care of by enterprises, which is, you know, until very recently, Kubernetes was effectively a project that NA would take on. They'd try things out, they'd go to the cloud, they'd spin things up. And then the next team would come and they'd do the same things. And there was no consistency. There was no ization, it's a mess, right? It's all over the place. Some things are moving fast. Some things are not going fast and this is not how enterprises do business, right? That's not how things work. Traditionally enterprises have had it organizations that create standards, right? So those it organizations now kind of are starting to think like a platform organization. So centrally come up with the right framework for all application teams to consume infrastructure, modern infrastructure. So I'm not using the word Kubernetes here because Kubernetes is an enabler. We are a Kubernetes company, obviously, but it's about modern applications, modern infrastructure. So stepping back and thinking about it as to how an enterprise will do this across the board is the right answer. And I'm seeing this happen in a pretty significant way across all the large enterprises I talked to. >>That's why you've had a great career. And we talked before you came on Opia you did a turnaround there, we, you even go back to the old days of the web web 1.0 and early software. You've seen the movie before. >>Yes. >>You know, complexity is not solved way more complexity. This is kind of the old enterprise way. And they don't want that. They've seen the benefits of self-service. They see architecture and standards as being an enabler. Where are we in here in the market? Is, are we positioned in your opinion for customers to get the value of a super cloud? >>Absolutely. So if you think about, first of all, I think the topic of cloud native developers and app developers picking containers and Kubernetes, that's a done deal, right? That has already happened. So every cloud native developer is already using these tools. Now, I think as has been discussed today in you, in the earlier sessions, is, are the operations and infrastructure catching up or they're lagging behind, right? As more and more developers are using multi-cloud technologies, enterprises are creating a choice, I think operations and what we also strongly believe that's actually part of the name of our company is, is a platform. The platform of which a company uses to transform itself to be cloud native is the big opportunity. I don't think it's a blocker, but it's a huge opportunity. And I think this is where, you know, as you can't stop developers from developing on different clouds, private, public, multi edge, that's gonna happen. Innovation is gonna continue. But then how does the infrastructure in the platform make it seamless? Right? And almost treat all these different clouds as a single pan super cloud platform. That's I think is the >>Opportunity. So we in a platform more than with other companies, or is there one unified platform called cloud native? We know customers been buying tools from security they're they got so many tools in, in their tools shed, so to speak. What is that platform? I mean, is it more unique, fragmentation? Is it unified? >>I mean, if you think about it, a couple of it's a combination of tools that are stitched together to reach a purpose, right? So if you think about, you know, APIs continued APIs that's been discussed earlier today, I think that's, that should be standardized. The other thing is always on monitoring because I think that's a very key aspect. Once you build it, then as the enterprises are using it, the always on monitoring becomes. So I think it's a combination of capabilities that are stitched together to enable the acceleration for companies to become cloud native. >>I, I have a thought on a blocker. None of you guys are gonna like it. Oh, maybe you can come. Maybe some of you guys probably won't but comment, but maybe John will. I think AWS is a blocker to Supercloud cuz they, they don't want those cross cloud service. It's like they, they, for years they wouldn't even say multicloud. The first time I heard it was in Boston three weeks ago, I actually heard it. So Hey, you see, >>You know, I'm gonna disagree with that. Okay. >>But, but okay, go ahead. All >>So we'll get their reaction. So my, we just heard from the last panel that the security should be leading the consortium. Yeah. Because they're, they're not the enemy they're actually, >>Maybe they should be >>Well back in the old web days, when standards were driving things, you had a common enemy, proprietary NASAs, proprietary networking stack. So the evil empire was at and T that's owned Unix. If you remember, they copyright that. >>So you think they're greasing the skids for, >>I think Supercloud, I think the hyperscalers could cuz they're driving the CapEx, they're providing the value. So in my opinion, Amazon and Azure, whoever does the right thing first can win every, maybe >>This is how Google could catch up >>It. It could be a, it could be a Slingshot move. It could, you know, boomerang, someone to the front of the line or extend. Amazon's already huge lead. So if I'm AWS, if I'm Adam Slosky and I'm talking to Andy Jassy, he says, how am I gonna differentiate myself? I'd say, I'm gonna come in and own multicloud. I'm gonna own Supercloud we are the Supercloud and you work with AWS's primitives in a way that makes services work. I would go for that. I'd be like, okay, show me more. What do you >>Think? I, I, I don't think think any one company is going to be a super cloud because I think yes, there is going to be a lot of workloads on public clouds, but there's a huge amount of workloads at the enterprise at the edge at the store. I think those will continue for various reasons, whether it's data, sovereignty regulations. So I think it's going to be a combination. Everybody's not gonna go to one, you know, cloud, it's going to be an amalgamation. >>Okay. But I I've argued that snowflake is a form of a super data cloud and a very specific use case, you know, Aviatrix is trying to be a network, you know, layer and you know, sneak in a security, let me on and on, on a lot of small you get, you get super cloud stove pipes, but, but nonetheless you're, you're still abstracting. I mean, we've this industry attractions, right? >>Well this, this concept I completely agree with, right? This idea that, so, so one of the, my is that right now enterprises buy 500 different technologies and they have to become PhDs in 500 different things. It's just never gonna happen skills issue, which is no way. Right. So what's gonna happen is all of these providers are gonna essentially become managed service providers. Cloud is in manifestation of that. Snowflake is a ation data breaks is a manifestation of that. Right? So in our general industry, there's gonna be a handful of platforms. Right. And they're gonna work across these clouds. Amazon may have one too. Right? Look, they, they, they, for the longest time sort of ignored OnPrem, but now they have something called SSA, which runs on Preem. Right. Why, why would they bother? Because, well, obviously there's a lot of money to be made in a data center as well. >>So I, my sense is they get it completely understand and appreciate that there's other things outside of Amazon. But in terms of what Bosco was talking about, my sense is, you know, these multiple platforms will come about. And to the point we were making earlier about standardization and I, I mean, is it gonna be one company or is it gonna be standards that everybody will else will adopt? There's a topic that the three of us have talked about before, which is this vCenter for Kubernetes. Right. And all due respect to kit. Right. My sense is that there there's gonna be multiple companies that are gonna start working towards a vCenter for Kubernetes. And it is right. I mean, that's how I've, I mean, I've been thinking about this before and a half years, including >>VMware. >>Yeah. And you know, and we, we should compare notes. Right. But what's gonna happen is there was a, there was a distinct advantage VMware had back in the day because ESX was their product. Right. And that was a standard right now. What's the ESX in the new it's sort of Kubernetes, right. I mean, it's on bare metal for the most part or whatever VMs. So that's a standard, that's got standardized APIs, the things around it are standardized APIs. So what is the unfair advantage that one company has other than execution? >>Nothing. Well also composability if you over rotate on Kubernetes, for example, and not take advantage of say C two, for instance. Totally, >>Totally. >>It's a mix and match. >>Yeah. But I think, I think if you get too focused on Kubernetes, it's a means to an end. Yeah. But at the end of the day, it it's a mean to end end. And I think all these tools, there's a lot of standardization happening that's gonna happen. Right. And no one vendor is gonna control that. Right. It's it's going to be, it's gonna continue. I think how you bring these together and orchestrate right. And manage the service. Because I think that if you think about the lack of skills to keep up with the operations and platforms is one of the largest inhibitors right now for enterprises to move as fast as they want to become cloud native. >>And you have the shiny new toy problem kit where people just go and grab it. You know, Keith Townsend has a, as a quote, he says, look, we essentially move at the speed of the CIO or else we're going too fast or too slow. So, so the, to, to the point about the new toy now I've got new skills. >>Yep. Well, so this has been a really good discussion. And I think so there's a couple of things, right. Going back to the, the paper that we wrote, right. How we have these different sort of layers of multi-cloud services or, or categories of multi-cloud services. And it's exactly to capture some of the ex different examples you just mentioned. And yeah, the challenge is that each of them by themselves are a little bit of an island today. Like you don't have that extra level of integration. And so what the platform teams typically do is try to add that extra glue to make the experience more seamless for the, the, the, you know, developers at that company. And so like, you know, for instance, things like identity. So the nice thing about going to a single public cloud is that there's one, usually one identity system for everything. And that's great. All the different services roles are, you know, are back all that. Stuff's all centralized, but you don't have that when you're going across many different multicloud services. So what does that look like? So I think there's some of these different crosscutting concerns that we need to look at how we standardize on as an industry. And that's, again, one of the things >>You felt that part. And I think, I think also the other key thing is yes, you can always say I'll put everything in one world, world garden and I'm done. Yeah. Okay. But that's not the reality because at some point you need, the flexibility and cost comes into play and flexibility to move comes into play. And I think that is a key factor. Yep. Right. >>Yeah. And so like, so then the question is, what degrees of freedom do you give yourself there? And I think that's the architectural question is how you, how do you design it? What sort of abstractions do you leverage? And I think that goes back to some of our discussion before, which is, do you directly go on top of a native cloud service or do you use a multi-cloud service? >>But I think it's a combination of, I don't think it's either or no, it's not, it's not an either or you have to have the ability to choose a public cloud or do it private. Yeah. At the same time you don't change. It's like a common dictionary, right. You're not gonna change every time the accent changes, you know? So that's, >>So here's a question for you guys. So what has to happen for super clouds, be existing assume that AWS and Azure and Google, aren't gonna sit still assume that maybe they normalize into some sort of swim lane or position that they have to rationalize. What, assuming they're not gonna sit still, what has to happen for super clouds to, to actually work >>Well? Well, I think, you know, really quick going back to the platform team point, I would say that the platform teams at various companies, and we got one at VMware two, they're creating a rudimentary form of a super cloud. Right. Cause they, you know, absolutely like if, if they are supporting multiple clouds, like all the things they're stitching together and all that work, that is a super cloud. The problem is that there's not really a standard approach or architecture or reusable things to enable that. I think that's really what's missing. >>Yeah. But I think the key here is standard us reusable. Because for example, we have customers who are in doesn't matter where they are, some of their loads are in public cloud. Some are in private, some are at the edge, but they're still using the same platform. Yeah. Right. So it is a standard open source based technology. So it is standard. There's no lock in for them from an infrastructure point of view. Yep. And it gives them the flexibility because certain apps, you wanna put it on the public cloud, certain apps, you do not, you need the, I mean, for example, some of the AI, I think earlier discussion that was going on about chips and AI and ML workloads. I mean, think about moving all of that to a public cloud, to, and I think a lot of machine learning and AI applications are going to happen where the data is getting created at the edge. Yeah. At the edge >>Public cloud. It's not gonna happen cloud. It's gonna be real time in, >>It's gonna the end time. And so therefore you have to decide based on your workload, what are you gonna move all the way to a public cloud? And what are you need to do to make business decisions at this spot where the data is created? >>That's a huge disruptor potentially to Supercloud. This is a whole new architecture that emerges at the edge with a whole new set of economics. I >>Think the edge is gonna be like massively disruptive. >>I think it's gonna think about, if you think about the edge, go beyond just the classic definition of edge. Think about branches in stores, retail stores. Yeah. Right. I mean, you cannot shut down retail store because you lost connectivity to the network or something you still have to serve your company >>Edge is a disruptive enabler. I think it's gonna change potentially change the position of the players in the business. Whoever embraces the edge. >>Yeah. Maybe going back to the question that you had asked before, which is what is, what is a framework for a super cloud? So you said something that is important, which is your team's burning one. Yeah. I met that team. Actually. They seem to be very sharp guys. >>They're they're mine. They're my are great. They're awesome. >>We got a deal going on here. Yeah. >>I tried. We have >>It. >>So this is the interesting part, right? So I will pause it that the super cloud of the future will be a company that owns zero servers and no network. >>Okay. >>That's gonna happen. Okay. So I just kind of it's >>Full point you >>Made before I made that point just about the public cloud, just so Mr. >>Yeah, yeah, yeah, yeah. No, that really interesting. Not >>We that, so I've thought about this a long time that in my opinion, and I've, I'm, I'm sure I've said this to you, John, that, you know, the one company that I've always believed has the best shot at doing this well is actually VMware because that's the one company that's, you know, that there's, there's no, you know, infrastructure back haul. Right. You know, that you're carrying, but, but in terms of thinking and getting there, you know, being, being a company that can do it is not the same as being the company who has done it. That's a, there's a distance, but >>I have to defend that now because hyperscalers are not gonna be able to super cloud. They're not now it's hype. See, agreed, great point. Public clouds will be part of the super cloud. Yeah, totally. But they will not, the hyperscalers are not building super clouds. Totally. They're blocking it. Right. Yeah. >>They're enabling it. >>We agree on >>No, they're enabling >>Because it's, it's not in there to their advantage. Right. Look, the, the snowflake example you gave is the pivotal example in this conversation. Yep. Right. Why does snowflake exist at all when Redshift exists and all these other things exist because they provide value that is beyond a single clouds purview. Right. And at that point, just step back from our platforms and what we sell. Forget about that for a minute. Right. It's it's about, look, I think, I think this, we are, this market is early, we're out early, right. 10 years from now, what will a company look like? That actually solves a superly problem they're gonna solve for yeah. Kubernetes, whatever. Right. But they're gonna solve for truly modern applications. >>Yeah. They're gonna refactor application that has new economics new value, right. >>At that point, this idea of edge and cloud, forget about it. Right. This is all distribution issues, right. It doesn't really matter. Is it retail or not? Yeah, absolutely. These are places, but, but the way, the right way to think about this is not about edge versus cloud, right? This is about an app. Sometimes it needs to run in one location and it's good enough. Sometimes it needs to run in 10,000 locations and, and it's a distribution issue. I've always believed there's this idea of edge versus cloud. This is BS, right? Because it, it is a cloud over a different size. Sure. But, but I'm making a slightly different point. Sure. Which is, it's a distribution problem. Right. If you step back and think about distribution, my app could run in Azure or AWS or in a retail store, in a branch or whatever. Right. >>And once that is done, the question is, how am I in, in making all this happen? There was a point made in the prior conversation, in the, in the session about a database kind of popping up in the place where I needed to run. Okay. Nobody does that today, by the way. Right. At least truly well right about that, sir, that will come. Right? Yeah. But when that comes, my application is a conglomerate of compute data. I don't know a, a service bus and network and all these things and they will all kind of pop together. That company does not exist >>Today. Well, we'll, we will be documenting which we have more time. We're gonna document it. We have to unfortunately stop this panel because it's awesome. We can go for another hour. Sure. Let's bring you guys back, but that's it. The super cloud of the future will look like something and we're gonna debate it. And speaking of snowflake, we have the co-founder here next to sit down with us to talk about what he thinks about this super cloud. He, he probably heard the comment, come back more coverage. This break with the co-founder of snowflake after the short break. >>Do thank you.
SUMMARY :
Great to see you guys. What are the blockers So stepping back and thinking about it as to how an enterprise will do this across the board is the right answer. And we talked before you came on Opia you did a turnaround there, we, This is kind of the old enterprise And I think this is where, you know, So we in a platform more than with other companies, or is there one unified platform called cloud So if you think about, you know, APIs continued APIs that's been discussed earlier today, I think AWS is a blocker to Supercloud cuz they, they don't want those You know, I'm gonna disagree with that. But, but okay, go ahead. So my, we just heard from the last panel that the security should be leading Well back in the old web days, when standards were driving things, you had a common enemy, proprietary NASAs, I think Supercloud, I think the hyperscalers could cuz they're driving the CapEx, they're providing the value. I'm gonna own Supercloud we are the Supercloud and you work with AWS's primitives in a way Everybody's not gonna go to one, you know, cloud, it's going to be an amalgamation. use case, you know, Aviatrix is trying to be a network, you know, layer and you know, So in our general industry, there's gonna be a handful of platforms. But in terms of what Bosco was talking about, my sense is, you know, these multiple platforms I mean, it's on bare metal for the most part or whatever VMs. Well also composability if you over rotate on Kubernetes, for example, and not take advantage of say C Because I think that if you think about the lack of skills to And you have the shiny new toy problem kit where people just go and grab it. So the nice thing about going to a single public cloud is that And I think, I think also the other key thing is yes, you can always say I'll put everything in one world, And I think that goes back to some of our discussion before, which is, do you directly go on top of a native cloud But I think it's a combination of, I don't think it's either or no, it's not, it's not an either or you have to have the ability So here's a question for you guys. Well, I think, you know, really quick going back to the platform team point, I would say that the And it gives them the flexibility because certain apps, you wanna put it on the public cloud, It's gonna be real time in, And so therefore you have to decide based on your workload, what are you gonna move That's a huge disruptor potentially to Supercloud. I think it's gonna think about, if you think about the edge, go beyond just the classic definition of edge. I think it's gonna change potentially change the position of the players in So you said something that is important, which is your team's burning one. They're they're mine. We got a deal going on here. I tried. of the future will be a company that owns zero servers and no network. That's gonna happen. No, that really interesting. actually VMware because that's the one company that's, you know, that there's, there's no, you know, infrastructure back I have to defend that now because hyperscalers are not gonna be able to super cloud. And at that point, just step back from our platforms and what we sell. If you step back and think about distribution, my app could run in Azure or AWS or in a retail store, And once that is done, the question is, how am I in, in making all this happen? Let's bring you guys back, but that's it.
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Lie 2, An Open Source Based Platform Cannot Give You Performance and Control | Starburst
>>We're back with Jess Borgman of Starburst and Richard Jarvis of EVAs health. Okay. We're gonna get into lie. Number two, and that is this an open source based platform cannot give you the performance and control that you can get with a proprietary system. Is that a lie? Justin, the enterprise data warehouse has been pretty dominant and has evolved and matured. Its stack has mature over the years. Why is it not the default platform for data? >>Yeah, well, I think that's become a lie over time. So I, I think, you know, if we go back 10 or 12 years ago with the advent of the first data lake really around Hudu, that probably was true that you couldn't get the performance that you needed to run fast, interactive, SQL queries in a data lake. Now a lot's changed in 10 or 12 years. I remember in the very early days, people would say, you'll, you'll never get performance because you need to be column. You need to store data in a column format. And then, you know, column formats were introduced to, to data lake. You have Parque ORC file in aro that were created to ultimately deliver performance out of that. So, okay. We got, you know, largely over the performance hurdle, you know, more recently people will say, well, you don't have the ability to do updates and deletes like a traditional data warehouse. >>And now we've got the creation of new data formats, again, like iceberg and Delta and hoote that do allow for updates and delete. So I think the data lake has continued to mature. And I remember a quote from, you know, Kurt Monash many years ago where he said, you know, it takes six or seven years to build a functional database. I think that's that's right. And now we've had almost a decade go by. So, you know, these technologies have matured to really deliver very, very close to the same level performance and functionality of, of cloud data warehouses. So I think the, the reality is that's become a lie and now we have large giant hyperscale internet companies that, you know, don't have the traditional data warehouse at all. They do all of their analytics in a data lake. So I think we've, we've proven that it's very much possible today. >>Thank you for that. And so Richard, talk about your perspective as a practitioner in terms of what open brings you versus, I mean, the clothes is it's open as a moving target. I remember Unix used to be open systems and so it's, it is an evolving, you know, spectrum, but, but from your perspective, what does open give you that you can't get from a proprietary system where you are fearful of in a proprietary system? >>I, I suppose for me open buys us the ability to be unsure about the future, because one thing that's always true about technology is it evolves in a, a direction, slightly different to what people expect and what you don't want to end up done is backed itself into a corner that then prevents it from innovating. So if you have chosen the technology and you've stored trillions of records in that technology and suddenly a new way of processing or machine learning comes out, you wanna be able to take advantage your competitive edge might depend upon it. And so I suppose for us, we acknowledge that we don't have perfect vision of what the future might be. And so by backing open storage technologies, we can apply a number of different technologies to the processing of that data. And that gives us the ability to remain relevant, innovate on our data storage. And we have bought our way out of the, any performance concerns because we can use cloud scale infrastructure to scale up and scale down as we need. And so we don't have the concerns that we don't have enough hardware today to process what we want to do, want to achieve. We can just scale up when we need it and scale back down. So open source has really allowed us to maintain the being at the cutting edge. >>So Jess, let me play devil's advocate here a little bit, and I've talked to JAK about this and you know, obviously her vision is there's an open source that, that data mesh is open source, an open source tooling, and it's not a proprietary, you know, you're not gonna buy a data mesh. You're gonna build it with, with open source toolings and, and vendors like you are gonna support it, but come back to sort of today, you can get to market with a proprietary solution faster. I'm gonna make that statement. You tell me if it's a lie and then you can say, okay, we support Apache iceberg. We're gonna support open source tooling, take a company like VMware, not really in the data business, but how, the way they embraced Kubernetes and, and you know, every new open source thing that comes along, they say, we do that too. Why can't proprietary systems do that and be as effective? >>Yeah, well I think at least with the, within the data landscape saying that you can access open data formats like iceberg or, or others is, is a bit dis disingenuous because really what you're selling to your customer is a certain degree of performance, a certain SLA, and you know, those cloud data warehouses that can reach beyond their own proprietary storage drop all the performance that they were able to provide. So it is, it reminds me kind of, of, again, going back 10 or 12 years ago when everybody had a connector to hit and that they thought that was the solution, right? But the reality was, you know, a connector was not the same as running workloads in hit back then. And I think similarly, you know, being able to connect to an external table that lives in an open data format, you know, you're, you're not going to give it the performance that your customers are accustomed to. And at the end of the day, they're always going to be predisposed. They're always going to be incentivized to get that data ingested into the data warehouse, cuz that's where they have control. And you know, the bottom line is the database industry has really been built around vendor lockin. I mean, from the start, how, how many people love Oracle today, but our customers, nonetheless, I think, you know, lockin is, is, is part of this industry. And I think that's really what we're trying to change with open data formats. >>Well, it's interesting remind of when I, you know, I see the, the gas price, the TSR gas price I, I drive up and then I say, oh, that's the cash price credit card. I gotta pay 20 cents more, but okay. But so the, the argument then, so let me, let me come back to you, Justin. So what's wrong with saying, Hey, we support open data formats, but yeah, you're gonna get better performance if you, if you, you keep it into our closed system, are you saying that long term that's gonna come back and bite you cuz you're gonna end up, you mentioned Oracle, you mentioned Teradata. Yeah. That's by, by implication, you're saying that's where snowflake customers are headed. >>Yeah, absolutely. I think this is a movie that, you know, we've all seen before. At least those of us who've been in the industry long enough to, to see this movie play over a couple times. So I do think that's the future. And I think, you know, I loved what Richard said. I actually wrote it down. Cause I thought it was an amazing quote. He said, it buys us the ability to be unsure of the future. That that pretty much says it all the, the future is unknowable and the reality is using open data formats. You remain interoperable with any technology you want to utilize. If you want to use spark to train a machine learning model and you wanna use Starbust to query via sequel, that's totally cool. They can both work off the same exact, you know, data, data sets by contrast, if you're, you know, focused on a proprietary model, then you're kind of locked in again to that model. I think the same applies to data, sharing to data products, to a wide variety of, of aspects of the data landscape that a proprietary approach kind of closes you and, and locks you in. >>So I, I would say this Richard, I'd love to get your thoughts on it. Cause I talked to a lot of Oracle customers, not as many te data customers there, but, but a lot of Oracle customers and they, you know, they'll admit yeah, you know, the Jammin us on price and the license cost, but we do get value out of it. And so my question to you, Richard, is, is do the, let's call it data warehouse systems or the proprietary systems. Are they gonna deliver a greater ROI sooner? And is that in allure of, of that customers, you know, are attracted to, or can open platforms deliver as fast an ROI? >>I think the answer to that is it can depend a bit. It depends on your business's skillset. So we are lucky that we have a number of proprietary teams that work in databases that provide our operational data capability. And we have teams of analytics and big data experts who can work with open data sets and open data formats. And so for those different teams, they can get to an ROI more quickly with different technologies for the business though, we can't do better for our operational data stores than proprietary databases. Today we can back off very tight SLAs to them. We can demonstrate reliability from millions of hours of those databases being run at enterprise scale, but for an analytics workload where increasing our business is growing in that direction, we can't do better than open data formats with cloud-based data mesh type technologies. And so it's not a simple answer. That one will always be the right answer for our business. We definitely have times when proprietary databases provide a capability that we couldn't easily represent or replicate with open technologies. >>Yeah. Richard, stay with you. You mentioned, you know, you know, some things before that, that strike me, you know, the data brick snowflake, you know, thing is always a lot of fun for analysts like me. You've got data bricks coming at it. Richard, you mentioned you have a lot of rockstar, data engineers, data bricks coming at it from a data engineering heritage. You get snowflake coming at it from an analytics heritage. Those two worlds are, are colliding people like PJI Mohan said, you know what? I think it's actually harder to play in the data engineering. So IE, it's easier to for data engineering world to go into the analytics world versus the reverse, but thinking about up and coming engineers and developers preparing for this future of data engineering and data analytics, how, how should they be thinking about the future? What, what's your advice to those young people? >>So I think I'd probably fall back on general programming skill sets. So the advice that I saw years ago was if you have open source technologies, the pythons and Javas on your CV, you command a 20% pay, hike over people who can only do proprietary programming languages. And I think that's true of data technologies as well. And from a business point of view, that makes sense. I'd rather spend the money that I save on proprietary licenses on better engineers, because they can provide more value to the business that can innovate us beyond our competitors. So I think I would my advice to people who are starting here or trying to build teams to capitalize on data assets is begin with open license, free capabilities because they're very cheap to experiment with. And they generate a lot of interest from people who want to join you as a business. And you can make them very successful early, early doors with, with your analytics journey. >>It's interesting. Again, analysts like myself, we do a lot of TCO work and have over the last 20 plus years and in the world of Oracle, you know, normally it's the staff, that's the biggest nut in total cost of ownership, not an Oracle. It's the it's the license cost is by far the biggest component in the, in the blame pie. All right, Justin, help us close out this segment. We've been talking about this sort of data mesh open, closed snowflake data bricks. Where does Starburst sort of as this engine for the data lake data lake house, the data warehouse, it, it fit in this, in this world. >>Yeah. So our view on how the future ultimately unfolds is we think that data lakes will be a natural center of gravity for a lot of the reasons that we described open data formats, lowest total cost of ownership, because you get to choose the cheapest storage available to you. Maybe that's S3 or Azure data lake storage or Google cloud storage, or maybe it's on-prem object storage that you bought at a, at a really good price. So ultimately storing a lot of data in a data lake makes a lot of sense, but I think what makes our perspective unique is we still don't think you're gonna get everything there either. We think that basically centralization of all your data assets is just an impossible endeavor. And so you wanna be able to access data that lives outside of the lake as well. So we kind of think of the lake as maybe the biggest place by volume in terms of how much data you have, but to, to have comprehensive analytics and to truly understand your business and understanding holistically, you need to be able to go access other data sources as well. And so that's the role that we wanna play is to be a single point of access for our customers, provide the right level of fine grained access controls so that the right people have access to the right data and ultimately make it easy to discover and consume via, you know, the creation of data products as well. >>Great. Okay. Thanks guys. Right after this quick break, we're gonna be back to debate whether the cloud data model that we see emerging and the so-called modern data stack is really modern or is it the same wine new bottle when it comes to data architectures, you're watching the cube, the leader in enterprise and emerging tech coverage.
SUMMARY :
give you the performance and control that you can get with a proprietary We got, you know, largely over the performance hurdle, you know, more recently people will say, And I remember a quote from, you know, Kurt Monash many years ago where he said, you know, it is an evolving, you know, spectrum, but, but from your perspective, in a, a direction, slightly different to what people expect and what you don't want to end up So Jess, let me play devil's advocate here a little bit, and I've talked to JAK about this and you know, And I think similarly, you know, being able to connect to an external table that lives in an open data format, Well, it's interesting remind of when I, you know, I see the, the gas price, the TSR gas price And I think, you know, I loved what Richard said. you know, the Jammin us on price and the license cost, but we do get value out And so for those different teams, they can get to an you know, the data brick snowflake, you know, thing is always a lot of fun for analysts like me. So the advice that I saw years ago was if you have open source technologies, years and in the world of Oracle, you know, normally it's the staff, to discover and consume via, you know, the creation of data products as well. data model that we see emerging and the so-called modern data stack is
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Starburst The Data Lies FULL V2b
>>In 2011, early Facebook employee and Cloudera co-founder Jeff Ocker famously said the best minds of my generation are thinking about how to get people to click on ads. And that sucks. Let's face it more than a decade later organizations continue to be frustrated with how difficult it is to get value from data and build a truly agile data-driven enterprise. What does that even mean? You ask? Well, it means that everyone in the organization has the data they need when they need it. In a context that's relevant to advance the mission of an organization. Now that could mean cutting cost could mean increasing profits, driving productivity, saving lives, accelerating drug discovery, making better diagnoses, solving, supply chain problems, predicting weather disasters, simplifying processes, and thousands of other examples where data can completely transform people's lives beyond manipulating internet users to behave a certain way. We've heard the prognostications about the possibilities of data before and in fairness we've made progress, but the hard truth is the original promises of master data management, enterprise data, warehouses, data marts, data hubs, and yes, even data lakes were broken and left us wanting from more welcome to the data doesn't lie, or doesn't a series of conversations produced by the cube and made possible by Starburst data. >>I'm your host, Dave Lanta and joining me today are three industry experts. Justin Borgman is this co-founder and CEO of Starburst. Richard Jarvis is the CTO at EMI health and Theresa tongue is cloud first technologist at Accenture. Today we're gonna have a candid discussion that will expose the unfulfilled and yes, broken promises of a data past we'll expose data lies, big lies, little lies, white lies, and hidden truths. And we'll challenge, age old data conventions and bust some data myths. We're debating questions like is the demise of a single source of truth. Inevitable will the data warehouse ever have featured parody with the data lake or vice versa is the so-called modern data stack, simply centralization in the cloud, AKA the old guards model in new cloud close. How can organizations rethink their data architectures and regimes to realize the true promises of data can and will and open ecosystem deliver on these promises in our lifetimes, we're spanning much of the Western world today. Richard is in the UK. Teresa is on the west coast and Justin is in Massachusetts with me. I'm in the cube studios about 30 miles outside of Boston folks. Welcome to the program. Thanks for coming on. Thanks for having us. Let's get right into it. You're very welcome. Now here's the first lie. The most effective data architecture is one that is centralized with a team of data specialists serving various lines of business. What do you think Justin? >>Yeah, definitely a lie. My first startup was a company called hit adapt, which was an early SQL engine for hit that was acquired by Teradata. And when I got to Teradata, of course, Teradata is the pioneer of that central enterprise data warehouse model. One of the things that I found fascinating was that not one of their customers had actually lived up to that vision of centralizing all of their data into one place. They all had data silos. They all had data in different systems. They had data on prem data in the cloud. You know, those companies were acquiring other companies and inheriting their data architecture. So, you know, despite being the industry leader for 40 years, not one of their customers truly had everything in one place. So I think definitely history has proven that to be a lie. >>So Richard, from a practitioner's point of view, you know, what, what are your thoughts? I mean, there, there's a lot of pressure to cut cost, keep things centralized, you know, serve the business as best as possible from that standpoint. What, what is your experience show? >>Yeah, I mean, I think I would echo Justin's experience really that we, as a business have grown up through acquisition, through storing data in different places sometimes to do information governance in different ways to store data in, in a platform that's close to data experts, people who really understand healthcare data from pharmacies or from, from doctors. And so, although if you were starting from a Greenfield site and you were building something brand new, you might be able to centralize all the data and all of the tooling and teams in one place. The reality is that that businesses just don't grow up like that. And, and it's just really impossible to get that academic perfection of, of storing everything in one place. >>Y you know, Theresa, I feel like Sarbanes Oxley kinda saved the data warehouse, you know, right. You actually did have to have a single version of the truth for certain financial data, but really for those, some of those other use cases, I, I mentioned, I, I do feel like the industry has kinda let us down. What's your take on this? Where does it make sense to have that sort of centralized approach versus where does it make sense to maybe decentralized? >>I, I think you gotta have centralized governance, right? So from the central team, for things like star Oxley, for things like security for certainly very core data sets, having a centralized set of roles, responsibilities to really QA, right. To serve as a design authority for your entire data estate, just like you might with security, but how it's implemented has to be distributed. Otherwise you're not gonna be able to scale. Right? So being able to have different parts of the business really make the right data investments for their needs. And then ultimately you're gonna collaborate with your partners. So partners that are not within the company, right. External partners, we're gonna see a lot more data sharing and model creation. And so you're definitely going to be decentralized. >>So, you know, Justin, you guys last, geez, I think it was about a year ago, had a session on, on data mesh. It was a great program. You invited Jamma, Dani, of course, she's the creator of the data mesh. And her one of our fundamental premises is that you've got this hyper specialized team that you've gotta go through. And if you want anything, but at the same time, these, these individuals actually become a bottleneck, even though they're some of the most talented people in the organization. So I guess question for you, Richard, how do you deal with that? Do you, do you organize so that there are a few sort of rock stars that, that, you know, build cubes and, and the like, and, and, and, or have you had any success in sort of decentralizing with, you know, your, your constituencies, that data model? >>Yeah. So, so we absolutely have got rockstar, data scientists and data guardians. If you like people who understand what it means to use this data, particularly as the data that we use at emos is very private it's healthcare information. And some of the, the rules and regulations around using the data are very complex and, and strict. So we have to have people who understand the usage of the data, then people who understand how to build models, how to process the data effectively. And you can think of them like consultants to the wider business, because a pharmacist might not understand how to structure a SQL query, but they do understand how they want to process medication information to improve patient lives. And so that becomes a, a consulting type experience from a, a set of rock stars to help a, a more decentralized business who needs to, to understand the data and to generate some valuable output. >>Justin, what do you say to a, to a customer or prospect that says, look, Justin, I'm gonna, I got a centralized team and that's the most cost effective way to serve the business. Otherwise I got, I got duplication. What do you say to that? >>Well, I, I would argue it's probably not the most cost effective and, and the reason being really twofold. I think, first of all, when you are deploying a enterprise data warehouse model, the, the data warehouse itself is very expensive, generally speaking. And so you're putting all of your most valuable data in the hands of one vendor who now has tremendous leverage over you, you know, for many, many years to come. I think that's the story at Oracle or Terra data or other proprietary database systems. But the other aspect I think is that the reality is those central data warehouse teams is as much as they are experts in the technology. They don't necessarily understand the data itself. And this is one of the core tenants of data mash that that jam writes about is this idea of the domain owners actually know the data the best. >>And so by, you know, not only acknowledging that data is generally decentralized and to your earlier point about SAR, brain Oxley, maybe saving the data warehouse, I would argue maybe GDPR and data sovereignty will destroy it because data has to be decentralized for, for those laws to be compliant. But I think the reality is, you know, the data mesh model basically says, data's decentralized, and we're gonna turn that into an asset rather than a liability. And we're gonna turn that into an asset by empowering the people that know the data, the best to participate in the process of, you know, curating and creating data products for, for consumption. So I think when you think about it, that way, you're going to get higher quality data and faster time to insight, which is ultimately going to drive more revenue for your business and reduce costs. So I think that that's the way I see the two, the two models comparing and contrasting. >>So do you think the demise of the data warehouse is inevitable? I mean, I mean, you know, there Theresa you work with a lot of clients, they're not just gonna rip and replace their existing infrastructure. Maybe they're gonna build on top of it, but what does that mean? Does that mean the E D w just becomes, you know, less and less valuable over time, or it's maybe just isolated to specific use cases. What's your take on that? >>Listen, I still would love all my data within a data warehouse would love it. Mastered would love it owned by essential team. Right? I think that's still what I would love to have. That's just not the reality, right? The investment to actually migrate and keep that up to date. I would say it's a losing battle. Like we've been trying to do it for a long time. Nobody has the budgets and then data changes, right? There's gonna be a new technology. That's gonna emerge that we're gonna wanna tap into. There's going to be not enough investment to bring all the legacy, but still very useful systems into that centralized view. So you keep the data warehouse. I think it's a very, very valuable, very high performance tool for what it's there for, but you could have this, you know, new mesh layer that still takes advantage of the things. I mentioned, the data products in the systems that are meaningful today and the data products that actually might span a number of systems, maybe either those that either source systems for the domains that know it best, or the consumer based systems and products that need to be packaged in a way that be really meaningful for that end user, right? Each of those are useful for a different part of the business and making sure that the mesh actually allows you to use all of them. >>So, Richard, let me ask you, you take, take Gemma's principles back to those. You got to, you know, domain ownership and, and, and data as product. Okay, great. Sounds good. But it creates what I would argue are two, you know, challenges, self-serve infrastructure let's park that for a second. And then in your industry, the one of the high, most regulated, most sensitive computational governance, how do you automate and ensure federated governance in that mesh model that Theresa was just talking about? >>Well, it absolutely depends on some of the tooling and processes that you put in place around those tools to be, to centralize the security and the governance of the data. And I think, although a data warehouse makes that very simple, cause it's a single tool, it's not impossible with some of the data mesh technologies that are available. And so what we've done at emus is we have a single security layer that sits on top of our data match, which means that no matter which user is accessing, which data source, we go through a well audited well understood security layer. That means that we know exactly who's got access to which data field, which data tables. And then everything that they do is, is audited in a very kind of standard way, regardless of the underlying data storage technology. So for me, although storing the data in one place might not be possible understanding where your source of truth is and securing that in a common way is still a valuable approach and you can do it without having to bring all that data into a single bucket so that it's all in one place. And, and so having done that and investing quite heavily in making that possible has paid dividends in terms of giving wider access to the platform and ensuring that only data that's available under GDPR and other regulations is being used by, by the data users. >>Yeah. So Justin, I mean, Democrat, we always talk about data democratization and you know, up until recently, they really haven't been line of sight as to how to get there. But do you have anything to add to this because you're essentially taking, you know, do an analytic queries and with data that's all dispersed all over the, how are you seeing your customers handle this, this challenge? >>Yeah. I mean, I think data products is a really interesting aspect of the answer to that. It allows you to, again, leverage the data domain owners, people know the data, the best to, to create, you know, data as a product ultimately to be consumed. And we try to represent that in our product as effectively a almost eCommerce like experience where you go and discover and look for the data products that have been created in your organization. And then you can start to consume them as, as you'd like. And so really trying to build on that notion of, you know, data democratization and self-service, and making it very easy to discover and, and start to use with whatever BI tool you, you may like, or even just running, you know, SQL queries yourself, >>Okay. G guys grab a sip of water. After this short break, we'll be back to debate whether proprietary or open platforms are the best path to the future of data excellence, keep it right there. >>Your company has more data than ever, and more people trying to understand it, but there's a problem. Your data is stored across multiple systems. It's hard to access and that delays analytics and ultimately decisions. The old method of moving all of your data into a single source of truth is slow and definitely not built for the volume of data we have today or where we are headed while your data engineers spent over half their time, moving data, your analysts and data scientists are left, waiting, feeling frustrated, unproductive, and unable to move the needle for your business. But what if you could spend less time moving or copying data? What if your data consumers could analyze all your data quickly? >>Starburst helps your teams run fast queries on any data source. We help you create a single point of access to your data, no matter where it's stored. And we support high concurrency, we solve for speed and scale, whether it's fast, SQL queries on your data lake or faster queries across multiple data sets, Starburst helps your teams run analytics anywhere you can't afford to wait for data to be available. Your team has questions that need answers. Now with Starburst, the wait is over. You'll have faster access to data with enterprise level security, easy connectivity, and 24 7 support from experts, organizations like Zolando Comcast and FINRA rely on Starburst to move their businesses forward. Contact our Trino experts to get started. >>We're back with Jess Borgman of Starburst and Richard Jarvis of EVAs health. Okay, we're gonna get to lie. Number two, and that is this an open source based platform cannot give you the performance and control that you can get with a proprietary system. Is that a lie? Justin, the enterprise data warehouse has been pretty dominant and has evolved and matured. Its stack has mature over the years. Why is it not the default platform for data? >>Yeah, well, I think that's become a lie over time. So I, I think, you know, if we go back 10 or 12 years ago with the advent of the first data lake really around Hudu, that probably was true that you couldn't get the performance that you needed to run fast, interactive, SQL queries in a data lake. Now a lot's changed in 10 or 12 years. I remember in the very early days, people would say, you you'll never get performance because you need to be column there. You need to store data in a column format. And then, you know, column formats we're introduced to, to data apes, you have Parque ORC file in aro that were created to ultimately deliver performance out of that. So, okay. We got, you know, largely over the performance hurdle, you know, more recently people will say, well, you don't have the ability to do updates and deletes like a traditional data warehouse. >>And now we've got the creation of new data formats, again like iceberg and Delta and Hodi that do allow for updates and delete. So I think the data lake has continued to mature. And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, know it takes six or seven years to build a functional database. I think that's that's right. And now we've had almost a decade go by. So, you know, these technologies have matured to really deliver very, very close to the same level performance and functionality of, of cloud data warehouses. So I think the, the reality is that's become a line and now we have large giant hyperscale internet companies that, you know, don't have the traditional data warehouse at all. They do all of their analytics in a data lake. So I think we've, we've proven that it's very much possible today. >>Thank you for that. And so Richard, talk about your perspective as a practitioner in terms of what open brings you versus, I mean, look closed is it's open as a moving target. I remember Unix used to be open systems and so it's, it is an evolving, you know, spectrum, but, but from your perspective, what does open give you that you can't get from a proprietary system where you are fearful of in a proprietary system? >>I, I suppose for me open buys us the ability to be unsure about the future, because one thing that's always true about technology is it evolves in a, a direction, slightly different to what people expect. And what you don't want to end up is done is backed itself into a corner that then prevents it from innovating. So if you have chosen a technology and you've stored trillions of records in that technology and suddenly a new way of processing or machine learning comes out, you wanna be able to take advantage and your competitive edge might depend upon it. And so I suppose for us, we acknowledge that we don't have perfect vision of what the future might be. And so by backing open storage technologies, we can apply a number of different technologies to the processing of that data. And that gives us the ability to remain relevant, innovate on our data storage. And we have bought our way out of the, any performance concerns because we can use cloud scale infrastructure to scale up and scale down as we need. And so we don't have the concerns that we don't have enough hardware today to process what we want to do, want to achieve. We can just scale up when we need it and scale back down. So open source has really allowed us to maintain the being at the cutting edge. >>So Jess, let me play devil's advocate here a little bit, and I've talked to Shaak about this and you know, obviously her vision is there's an open source that, that the data meshes open source, an open source tooling, and it's not a proprietary, you know, you're not gonna buy a data mesh. You're gonna build it with, with open source toolings and, and vendors like you are gonna support it, but to come back to sort of today, you can get to market with a proprietary solution faster. I'm gonna make that statement. You tell me if it's a lie and then you can say, okay, we support Apache iceberg. We're gonna support open source tooling, take a company like VMware, not really in the data business, but how, the way they embraced Kubernetes and, and you know, every new open source thing that comes along, they say, we do that too. Why can't proprietary systems do that and be as effective? >>Yeah, well, I think at least with the, within the data landscape saying that you can access open data formats like iceberg or, or others is, is a bit dis disingenuous because really what you're selling to your customer is a certain degree of performance, a certain SLA, and you know, those cloud data warehouses that can reach beyond their own proprietary storage drop all the performance that they were able to provide. So it is, it reminds me kind of, of, again, going back 10 or 12 years ago when everybody had a connector to Haddo and that they thought that was the solution, right? But the reality was, you know, a connector was not the same as running workloads in Haddo back then. And I think similarly, you know, being able to connect to an external table that lives in an open data format, you know, you're, you're not going to give it the performance that your customers are accustomed to. And at the end of the day, they're always going to be predisposed. They're always going to be incentivized to get that data ingested into the data warehouse, cuz that's where they have control. And you know, the bottom line is the database industry has really been built around vendor lockin. I mean, from the start, how, how many people love Oracle today, but our customers, nonetheless, I think, you know, lockin is, is, is part of this industry. And I think that's really what we're trying to change with open data formats. >>Well, that's interesting reminded when I, you know, I see the, the gas price, the tees or gas price I, I drive up and then I say, oh, that's the cash price credit card. I gotta pay 20 cents more, but okay. But so the, the argument then, so let me, let me come back to you, Justin. So what's wrong with saying, Hey, we support open data formats, but yeah, you're gonna get better performance if you, if you keep it into our closed system, are you saying that long term that's gonna come back and bite you cuz you're gonna end up, you mentioned Oracle, you mentioned Teradata. Yeah. That's by, by implication, you're saying that's where snowflake customers are headed. >>Yeah, absolutely. I think this is a movie that, you know, we've all seen before. At least those of us who've been in the industry long enough to, to see this movie play over a couple times. So I do think that's the future. And I think, you know, I loved what Richard said. I actually wrote it down. Cause I thought it was an amazing quote. He said, it buys us the ability to be unsure of the future. Th that that pretty much says it all the, the future is unknowable and the reality is using open data formats. You remain interoperable with any technology you want to utilize. If you want to use spark to train a machine learning model and you want to use Starbust to query via sequel, that's totally cool. They can both work off the same exact, you know, data, data sets by contrast, if you're, you know, focused on a proprietary model, then you're kind of locked in again to that model. I think the same applies to data, sharing to data products, to a wide variety of, of aspects of the data landscape that a proprietary approach kind of closes you in and locks you in. >>So I, I would say this Richard, I'd love to get your thoughts on it. Cause I talked to a lot of Oracle customers, not as many te data customers, but, but a lot of Oracle customers and they, you know, they'll admit, yeah, you know, they're jamming us on price and the license cost they give, but we do get value out of it. And so my question to you, Richard, is, is do the, let's call it data warehouse systems or the proprietary systems. Are they gonna deliver a greater ROI sooner? And is that in allure of, of that customers, you know, are attracted to, or can open platforms deliver as fast in ROI? >>I think the answer to that is it can depend a bit. It depends on your businesses skillset. So we are lucky that we have a number of proprietary teams that work in databases that provide our operational data capability. And we have teams of analytics and big data experts who can work with open data sets and open data formats. And so for those different teams, they can get to an ROI more quickly with different technologies for the business though, we can't do better for our operational data stores than proprietary databases. Today we can back off very tight SLAs to them. We can demonstrate reliability from millions of hours of those databases being run at enterprise scale, but for an analytics workload where increasing our business is growing in that direction, we can't do better than open data formats with cloud-based data mesh type technologies. And so it's not a simple answer. That one will always be the right answer for our business. We definitely have times when proprietary databases provide a capability that we couldn't easily represent or replicate with open technologies. >>Yeah. Richard, stay with you. You mentioned, you know, you know, some things before that, that strike me, you know, the data brick snowflake, you know, thing is, oh, is a lot of fun for analysts like me. You've got data bricks coming at it. Richard, you mentioned you have a lot of rockstar, data engineers, data bricks coming at it from a data engineering heritage. You get snowflake coming at it from an analytics heritage. Those two worlds are, are colliding people like PJI Mohan said, you know what? I think it's actually harder to play in the data engineering. So I E it's easier to for data engineering world to go into the analytics world versus the reverse, but thinking about up and coming engineers and developers preparing for this future of data engineering and data analytics, how, how should they be thinking about the future? What, what's your advice to those young people? >>So I think I'd probably fall back on general programming skill sets. So the advice that I saw years ago was if you have open source technologies, the pythons and Javas on your CV, you commander 20% pay, hike over people who can only do proprietary programming languages. And I think that's true of data technologies as well. And from a business point of view, that makes sense. I'd rather spend the money that I save on proprietary licenses on better engineers, because they can provide more value to the business that can innovate us beyond our competitors. So I think I would my advice to people who are starting here or trying to build teams to capitalize on data assets is begin with open license, free capabilities, because they're very cheap to experiment with. And they generate a lot of interest from people who want to join you as a business. And you can make them very successful early, early doors with, with your analytics journey. >>It's interesting. Again, analysts like myself, we do a lot of TCO work and have over the last 20 plus years. And in world of Oracle, you know, normally it's the staff, that's the biggest nut in total cost of ownership, not an Oracle. It's the it's the license cost is by far the biggest component in the, in the blame pie. All right, Justin, help us close out this segment. We've been talking about this sort of data mesh open, closed snowflake data bricks. Where does Starburst sort of as this engine for the data lake data lake house, the data warehouse fit in this, in this world? >>Yeah. So our view on how the future ultimately unfolds is we think that data lakes will be a natural center of gravity for a lot of the reasons that we described open data formats, lowest total cost of ownership, because you get to choose the cheapest storage available to you. Maybe that's S3 or Azure data lake storage, or Google cloud storage, or maybe it's on-prem object storage that you bought at a, at a really good price. So ultimately storing a lot of data in a deal lake makes a lot of sense, but I think what makes our perspective unique is we still don't think you're gonna get everything there either. We think that basically centralization of all your data assets is just an impossible endeavor. And so you wanna be able to access data that lives outside of the lake as well. So we kind of think of the lake as maybe the biggest place by volume in terms of how much data you have, but to, to have comprehensive analytics and to truly understand your business and understand it holistically, you need to be able to go access other data sources as well. And so that's the role that we wanna play is to be a single point of access for our customers, provide the right level of fine grained access controls so that the right people have access to the right data and ultimately make it easy to discover and consume via, you know, the creation of data products as well. >>Great. Okay. Thanks guys. Right after this quick break, we're gonna be back to debate whether the cloud data model that we see emerging and the so-called modern data stack is really modern, or is it the same wine new bottle? When it comes to data architectures, you're watching the cube, the leader in enterprise and emerging tech coverage. >>Your data is capable of producing incredible results, but data consumers are often left in the dark without fast access to the data they need. Starers makes your data visible from wherever it lives. Your company is acquiring more data in more places, more rapidly than ever to rely solely on a data centralization strategy. Whether it's in a lake or a warehouse is unrealistic. A single source of truth approach is no longer viable, but disconnected data silos are often left untapped. We need a new approach. One that embraces distributed data. One that enables fast and secure access to any of your data from anywhere with Starburst, you'll have the fastest query engine for the data lake that allows you to connect and analyze your disparate data sources no matter where they live Starburst provides the foundational technology required for you to build towards the vision of a decentralized data mesh Starburst enterprise and Starburst galaxy offer enterprise ready, connectivity, interoperability, and security features for multiple regions, multiple clouds and everchanging global regulatory requirements. The data is yours. And with Starburst, you can perform analytics anywhere in light of your world. >>Okay. We're back with Justin Boardman. CEO of Starbust Richard Jarvis is the CTO of EMI health and Theresa tongue is the cloud first technologist from Accenture. We're on July number three. And that is the claim that today's modern data stack is actually modern. So I guess that's the lie it's it is it's is that it's not modern. Justin, what do you say? >>Yeah. I mean, I think new isn't modern, right? I think it's the, it's the new data stack. It's the cloud data stack, but that doesn't necessarily mean it's modern. I think a lot of the components actually are exactly the same as what we've had for 40 years, rather than Terra data. You have snowflake rather than Informatica you have five trend. So it's the same general stack, just, you know, a cloud version of it. And I think a lot of the challenges that it plagued us for 40 years still maintain. >>So lemme come back to you just, but okay. But, but there are differences, right? I mean, you can scale, you can throw resources at the problem. You can separate compute from storage. You really, you know, there's a lot of money being thrown at that by venture capitalists and snowflake, you mentioned it's competitors. So that's different. Is it not, is that not at least an aspect of, of modern dial it up, dial it down. So what, what do you say to that? >>Well, it, it is, it's certainly taking, you know, what the cloud offers and taking advantage of that, but it's important to note that the cloud data warehouses out there are really just separating their compute from their storage. So it's allowing them to scale up and down, but your data still stored in a proprietary format. You're still locked in. You still have to ingest the data to get it even prepared for analysis. So a lot of the same sort of structural constraints that exist with the old enterprise data warehouse model OnPrem still exist just yes, a little bit more elastic now because the cloud offers that. >>So Theresa, let me go to you cuz you have cloud first in your, in your, your title. So what's what say you to this conversation? >>Well, even the cloud providers are looking towards more of a cloud continuum, right? So the centralized cloud, as we know it, maybe data lake data warehouse in the central place, that's not even how the cloud providers are looking at it. They have news query services. Every provider has one that really expands those queries to be beyond a single location. And if we look at a lot of where our, the future goes, right, that that's gonna very much fall the same thing. There was gonna be more edge. There's gonna be more on premise because of data sovereignty, data gravity, because you're working with different parts of the business that have already made major cloud investments in different cloud providers. Right? So there's a lot of reasons why the modern, I guess, the next modern generation of the data staff needs to be much more federated. >>Okay. So Richard, how do you deal with this? You you've obviously got, you know, the technical debt, the existing infrastructure it's on the books. You don't wanna just throw it out. A lot of, lot of conversation about modernizing applications, which a lot of times is a, you know, a microservices layer on top of leg legacy apps. How do you think about the modern data stack? >>Well, I think probably the first thing to say is that the stack really has to include the processes and people around the data as well is all well and good changing the technology. But if you don't modernize how people use that technology, then you're not going to be able to, to scale because just cuz you can scale CPU and storage doesn't mean you can get more people to use your data, to generate you more, more value for the business. And so what we've been looking at is really changing in very much aligned to data products and, and data mesh. How do you enable more people to consume the service and have the stack respond in a way that keeps costs low? Because that's important for our customers consuming this data, but also allows people to occasionally run enormous queries and then tick along with smaller ones when required. And it's a good job we did because during COVID all of a sudden we had enormous pressures on our data platform to answer really important life threatening queries. And if we couldn't scale both our data stack and our teams, we wouldn't have been able to answer those as quickly as we had. So I think the stack needs to support a scalable business, not just the technology itself. >>Well thank you for that. So Justin let's, let's try to break down what the critical aspects are of the modern data stack. So you think about the past, you know, five, seven years cloud obviously has given a different pricing model. De-risked experimentation, you know that we talked about the ability to scale up scale down, but it's, I'm, I'm taking away that that's not enough based on what Richard just said. The modern data stack has to serve the business and enable the business to build data products. I, I buy that. I'm a big fan of the data mesh concepts, even though we're early days. So what are the critical aspects if you had to think about, you know, paying, maybe putting some guardrails and definitions around the modern data stack, what does that look like? What are some of the attributes and, and principles there >>Of, of how it should look like or, or how >>It's yeah. What it should be. >>Yeah. Yeah. Well, I think, you know, in, in Theresa mentioned this in, in a previous segment about the data warehouse is not necessarily going to disappear. It just becomes one node, one element of the overall data mesh. And I, I certainly agree with that. So by no means, are we suggesting that, you know, snowflake or Redshift or whatever cloud data warehouse you may be using is going to disappear, but it's, it's not going to become the end all be all. It's not the, the central single source of truth. And I think that's the paradigm shift that needs to occur. And I think it's also worth noting that those who were the early adopters of the modern data stack were primarily digital, native born in the cloud young companies who had the benefit of, of idealism. They had the benefit of it was starting with a clean slate that does not reflect the vast majority of enterprises. >>And even those companies, as they grow up mature out of that ideal state, they go buy a business. Now they've got something on another cloud provider that has a different data stack and they have to deal with that heterogeneity that is just change and change is a part of life. And so I think there is an element here that is almost philosophical. It's like, do you believe in an absolute ideal where I can just fit everything into one place or do I believe in reality? And I think the far more pragmatic approach is really what data mesh represents. So to answer your question directly, I think it's adding, you know, the ability to access data that lives outside of the data warehouse, maybe living in open data formats in a data lake or accessing operational systems as well. Maybe you want to directly access data that lives in an Oracle database or a Mongo database or, or what have you. So creating that flexibility to really Futureproof yourself from the inevitable change that you will, you won't encounter over time. >>So thank you. So there, based on what Justin just said, I, my takeaway there is it's inclusive, whether it's a data Mar data hub, data lake data warehouse, it's a, just a node on the mesh. Okay. I get that. Does that include there on Preem data? O obviously it has to, what are you seeing in terms of the ability to, to take that data mesh concept on Preem? I mean, most implementations I've seen in data mesh, frankly really aren't, you know, adhering to the philosophy. They're maybe, maybe it's data lake and maybe it's using glue. You look at what JPMC is doing. Hello, fresh, a lot of stuff happening on the AWS cloud in that, you know, closed stack, if you will. What's the answer to that Theresa? >>I mean, I, I think it's a killer case for data. Me, the fact that you have valuable data sources, OnPrem, and then yet you still wanna modernize and take the best of cloud cloud is still, like we mentioned, there's a lot of great reasons for it around the economics and the way ability to tap into the innovation that the cloud providers are giving around data and AI architecture. It's an easy button. So the mesh allows you to have the best of both worlds. You can start using the data products on-prem or in the existing systems that are working already. It's meaningful for the business. At the same time, you can modernize the ones that make business sense because it needs better performance. It needs, you know, something that is, is cheaper or, or maybe just tap into better analytics to get better insights, right? So you're gonna be able to stretch and really have the best of both worlds. That, again, going back to Richard's point, that is meaningful by the business. Not everything has to have that one size fits all set a tool. >>Okay. Thank you. So Richard, you know, talking about data as product, wonder if we could give us your perspectives here, what are the advantages of treating data as a product? What, what role do data products have in the modern data stack? We talk about monetizing data. What are your thoughts on data products? >>So for us, one of the most important data products that we've been creating is taking data that is healthcare data across a wide variety of different settings. So information about patients' demographics about their, their treatment, about their medications and so on, and taking that into a standards format that can be utilized by a wide variety of different researchers because misinterpreting that data or having the data not presented in the way that the user is expecting means that you generate the wrong insight. And in any business, that's clearly not a desirable outcome, but when that insight is so critical, as it might be in healthcare or some security settings, you really have to have gone to the trouble of understanding the data, presenting it in a format that everyone can clearly agree on. And then letting people consume in a very structured, managed way, even if that data comes from a variety of different sources in, in, in the first place. And so our data product journey has really begun by standardizing data across a number of different silos through the data mesh. So we can present out both internally and through the right governance externally to, to researchers. >>So that data product through whatever APIs is, is accessible, it's discoverable, but it's obviously gotta be governed as well. You mentioned you, you appropriately provided to internally. Yeah. But also, you know, external folks as well. So the, so you've, you've architected that capability today >>We have, and because the data is standard, it can generate value much more quickly and we can be sure of the security and, and, and value that that's providing because the data product isn't just about formatting the data into the correct tables, it's understanding what it means to redact the data or to remove certain rows from it or to interpret what a date actually means. Is it the start of the contract or the start of the treatment or the date of birth of a patient? These things can be lost in the data storage without having the proper product management around the data to say in a very clear business context, what does this data mean? And what does it mean to process this data for a particular use case? >>Yeah, it makes sense. It's got the context. If the, if the domains own the data, you, you gotta cut through a lot of the, the, the centralized teams, the technical teams that, that data agnostic, they don't really have that context. All right. Let's send Justin, how does Starburst fit into this modern data stack? Bring us home. >>Yeah. So I think for us, it's really providing our customers with, you know, the flexibility to operate and analyze data that lives in a wide variety of different systems. Ultimately giving them that optionality, you know, and optionality provides the ability to reduce costs, store more in a data lake rather than data warehouse. It provides the ability for the fastest time to insight to access the data directly where it lives. And ultimately with this concept of data products that we've now, you know, incorporated into our offering as well, you can really create and, and curate, you know, data as a product to be shared and consumed. So we're trying to help enable the data mesh, you know, model and make that an appropriate compliment to, you know, the, the, the modern data stack that people have today. >>Excellent. Hey, I wanna thank Justin Theresa and Richard for joining us today. You guys are great. I big believers in the, in the data mesh concept, and I think, you know, we're seeing the future of data architecture. So thank you. Now, remember, all these conversations are gonna be available on the cube.net for on-demand viewing. You can also go to starburst.io. They have some great content on the website and they host some really thought provoking interviews and, and, and they have awesome resources, lots of data mesh conversations over there, and really good stuff in, in the resource section. So check that out. Thanks for watching the data doesn't lie or does it made possible by Starburst data? This is Dave Valante for the cube, and we'll see you next time. >>The explosion of data sources has forced organizations to modernize their systems and architecture and come to terms with one size does not fit all for data management today. Your teams are constantly moving and copying data, which requires time management. And in some cases, double paying for compute resources. Instead, what if you could access all your data anywhere using the BI tools and SQL skills your users already have. And what if this also included enterprise security and fast performance with Starburst enterprise, you can provide your data consumers with a single point of secure access to all of your data, no matter where it lives with features like strict, fine grained, access control, end to end data encryption and data masking Starburst meets the security standards of the largest companies. Starburst enterprise can easily be deployed anywhere and managed with insights where data teams holistically view their clusters operation and query execution. So they can reach meaningful business decisions faster, all this with the support of the largest team of Trino experts in the world, delivering fully tested stable releases and available to support you 24 7 to unlock the value in all of your data. You need a solution that easily fits with what you have today and can adapt to your architecture. Tomorrow. Starbust enterprise gives you the fastest path from big data to better decisions, cuz your team can't afford to wait. Trino was created to empower analytics anywhere and Starburst enterprise was created to give you the enterprise grade performance, connectivity, security management, and support your company needs organizations like Zolando Comcast and FINRA rely on Starburst to move their businesses forward. Contact us to get started.
SUMMARY :
famously said the best minds of my generation are thinking about how to get people to the data warehouse ever have featured parody with the data lake or vice versa is So, you know, despite being the industry leader for 40 years, not one of their customers truly had So Richard, from a practitioner's point of view, you know, what, what are your thoughts? although if you were starting from a Greenfield site and you were building something brand new, Y you know, Theresa, I feel like Sarbanes Oxley kinda saved the data warehouse, I, I think you gotta have centralized governance, right? So, you know, Justin, you guys last, geez, I think it was about a year ago, had a session on, And you can think of them Justin, what do you say to a, to a customer or prospect that says, look, Justin, I'm gonna, you know, for many, many years to come. But I think the reality is, you know, the data mesh model basically says, I mean, you know, there Theresa you work with a lot of clients, they're not just gonna rip and replace their existing that the mesh actually allows you to use all of them. But it creates what I would argue are two, you know, Well, it absolutely depends on some of the tooling and processes that you put in place around those do an analytic queries and with data that's all dispersed all over the, how are you seeing your the best to, to create, you know, data as a product ultimately to be consumed. open platforms are the best path to the future of data But what if you could spend less you create a single point of access to your data, no matter where it's stored. give you the performance and control that you can get with a proprietary system. I remember in the very early days, people would say, you you'll never get performance because And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, know it takes six or seven it is an evolving, you know, spectrum, but, but from your perspective, And what you don't want to end up So Jess, let me play devil's advocate here a little bit, and I've talked to Shaak about this and you know, And I think similarly, you know, being able to connect to an external table that lives in an open data format, Well, that's interesting reminded when I, you know, I see the, the gas price, And I think, you know, I loved what Richard said. not as many te data customers, but, but a lot of Oracle customers and they, you know, And so for those different teams, they can get to an ROI more quickly with different technologies that strike me, you know, the data brick snowflake, you know, thing is, oh, is a lot of fun for analysts So the advice that I saw years ago was if you have open source technologies, And in world of Oracle, you know, normally it's the staff, easy to discover and consume via, you know, the creation of data products as well. really modern, or is it the same wine new bottle? And with Starburst, you can perform analytics anywhere in light of your world. And that is the claim that today's So it's the same general stack, just, you know, a cloud version of it. So lemme come back to you just, but okay. So a lot of the same sort of structural constraints that exist with So Theresa, let me go to you cuz you have cloud first in your, in your, the data staff needs to be much more federated. you know, a microservices layer on top of leg legacy apps. So I think the stack needs to support a scalable So you think about the past, you know, five, seven years cloud obviously has given What it should be. And I think that's the paradigm shift that needs to occur. data that lives outside of the data warehouse, maybe living in open data formats in a data lake seen in data mesh, frankly really aren't, you know, adhering to So the mesh allows you to have the best of both worlds. So Richard, you know, talking about data as product, wonder if we could give us your perspectives is expecting means that you generate the wrong insight. But also, you know, around the data to say in a very clear business context, It's got the context. And ultimately with this concept of data products that we've now, you know, incorporated into our offering as well, This is Dave Valante for the cube, and we'll see you next time. You need a solution that easily fits with what you have today and can adapt
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Starburst The Data Lies FULL V1
>>In 2011, early Facebook employee and Cloudera co-founder Jeff Ocker famously said the best minds of my generation are thinking about how to get people to click on ads. And that sucks. Let's face it more than a decade later organizations continue to be frustrated with how difficult it is to get value from data and build a truly agile data-driven enterprise. What does that even mean? You ask? Well, it means that everyone in the organization has the data they need when they need it. In a context that's relevant to advance the mission of an organization. Now that could mean cutting cost could mean increasing profits, driving productivity, saving lives, accelerating drug discovery, making better diagnoses, solving, supply chain problems, predicting weather disasters, simplifying processes, and thousands of other examples where data can completely transform people's lives beyond manipulating internet users to behave a certain way. We've heard the prognostications about the possibilities of data before and in fairness we've made progress, but the hard truth is the original promises of master data management, enterprise data, warehouses, data marts, data hubs, and yes, even data lakes were broken and left us wanting from more welcome to the data doesn't lie, or doesn't a series of conversations produced by the cube and made possible by Starburst data. >>I'm your host, Dave Lanta and joining me today are three industry experts. Justin Borgman is this co-founder and CEO of Starburst. Richard Jarvis is the CTO at EMI health and Theresa tongue is cloud first technologist at Accenture. Today we're gonna have a candid discussion that will expose the unfulfilled and yes, broken promises of a data past we'll expose data lies, big lies, little lies, white lies, and hidden truths. And we'll challenge, age old data conventions and bust some data myths. We're debating questions like is the demise of a single source of truth. Inevitable will the data warehouse ever have featured parody with the data lake or vice versa is the so-called modern data stack, simply centralization in the cloud, AKA the old guards model in new cloud close. How can organizations rethink their data architectures and regimes to realize the true promises of data can and will and open ecosystem deliver on these promises in our lifetimes, we're spanning much of the Western world today. Richard is in the UK. Teresa is on the west coast and Justin is in Massachusetts with me. I'm in the cube studios about 30 miles outside of Boston folks. Welcome to the program. Thanks for coming on. Thanks for having us. Let's get right into it. You're very welcome. Now here's the first lie. The most effective data architecture is one that is centralized with a team of data specialists serving various lines of business. What do you think Justin? >>Yeah, definitely a lie. My first startup was a company called hit adapt, which was an early SQL engine for hit that was acquired by Teradata. And when I got to Teradata, of course, Teradata is the pioneer of that central enterprise data warehouse model. One of the things that I found fascinating was that not one of their customers had actually lived up to that vision of centralizing all of their data into one place. They all had data silos. They all had data in different systems. They had data on prem data in the cloud. You know, those companies were acquiring other companies and inheriting their data architecture. So, you know, despite being the industry leader for 40 years, not one of their customers truly had everything in one place. So I think definitely history has proven that to be a lie. >>So Richard, from a practitioner's point of view, you know, what, what are your thoughts? I mean, there, there's a lot of pressure to cut cost, keep things centralized, you know, serve the business as best as possible from that standpoint. What, what is your experience show? >>Yeah, I mean, I think I would echo Justin's experience really that we, as a business have grown up through acquisition, through storing data in different places sometimes to do information governance in different ways to store data in, in a platform that's close to data experts, people who really understand healthcare data from pharmacies or from, from doctors. And so, although if you were starting from a Greenfield site and you were building something brand new, you might be able to centralize all the data and all of the tooling and teams in one place. The reality is that that businesses just don't grow up like that. And, and it's just really impossible to get that academic perfection of, of storing everything in one place. >>Y you know, Theresa, I feel like Sarbanes Oxley kinda saved the data warehouse, you know, right. You actually did have to have a single version of the truth for certain financial data, but really for those, some of those other use cases, I, I mentioned, I, I do feel like the industry has kinda let us down. What's your take on this? Where does it make sense to have that sort of centralized approach versus where does it make sense to maybe decentralized? >>I, I think you gotta have centralized governance, right? So from the central team, for things like star Oxley, for things like security for certainly very core data sets, having a centralized set of roles, responsibilities to really QA, right. To serve as a design authority for your entire data estate, just like you might with security, but how it's implemented has to be distributed. Otherwise you're not gonna be able to scale. Right? So being able to have different parts of the business really make the right data investments for their needs. And then ultimately you're gonna collaborate with your partners. So partners that are not within the company, right. External partners, we're gonna see a lot more data sharing and model creation. And so you're definitely going to be decentralized. >>So, you know, Justin, you guys last, geez, I think it was about a year ago, had a session on, on data mesh. It was a great program. You invited Jamma, Dani, of course, she's the creator of the data mesh. And her one of our fundamental premises is that you've got this hyper specialized team that you've gotta go through. And if you want anything, but at the same time, these, these individuals actually become a bottleneck, even though they're some of the most talented people in the organization. So I guess question for you, Richard, how do you deal with that? Do you, do you organize so that there are a few sort of rock stars that, that, you know, build cubes and, and the like, and, and, and, or have you had any success in sort of decentralizing with, you know, your, your constituencies, that data model? >>Yeah. So, so we absolutely have got rockstar, data scientists and data guardians. If you like people who understand what it means to use this data, particularly as the data that we use at emos is very private it's healthcare information. And some of the, the rules and regulations around using the data are very complex and, and strict. So we have to have people who understand the usage of the data, then people who understand how to build models, how to process the data effectively. And you can think of them like consultants to the wider business, because a pharmacist might not understand how to structure a SQL query, but they do understand how they want to process medication information to improve patient lives. And so that becomes a, a consulting type experience from a, a set of rock stars to help a, a more decentralized business who needs to, to understand the data and to generate some valuable output. >>Justin, what do you say to a, to a customer or prospect that says, look, Justin, I'm gonna, I got a centralized team and that's the most cost effective way to serve the business. Otherwise I got, I got duplication. What do you say to that? >>Well, I, I would argue it's probably not the most cost effective and, and the reason being really twofold. I think, first of all, when you are deploying a enterprise data warehouse model, the, the data warehouse itself is very expensive, generally speaking. And so you're putting all of your most valuable data in the hands of one vendor who now has tremendous leverage over you, you know, for many, many years to come. I think that's the story at Oracle or Terra data or other proprietary database systems. But the other aspect I think is that the reality is those central data warehouse teams is as much as they are experts in the technology. They don't necessarily understand the data itself. And this is one of the core tenants of data mash that that jam writes about is this idea of the domain owners actually know the data the best. >>And so by, you know, not only acknowledging that data is generally decentralized and to your earlier point about SAR, brain Oxley, maybe saving the data warehouse, I would argue maybe GDPR and data sovereignty will destroy it because data has to be decentralized for, for those laws to be compliant. But I think the reality is, you know, the data mesh model basically says, data's decentralized, and we're gonna turn that into an asset rather than a liability. And we're gonna turn that into an asset by empowering the people that know the data, the best to participate in the process of, you know, curating and creating data products for, for consumption. So I think when you think about it, that way, you're going to get higher quality data and faster time to insight, which is ultimately going to drive more revenue for your business and reduce costs. So I think that that's the way I see the two, the two models comparing and contrasting. >>So do you think the demise of the data warehouse is inevitable? I mean, I mean, you know, there Theresa you work with a lot of clients, they're not just gonna rip and replace their existing infrastructure. Maybe they're gonna build on top of it, but what does that mean? Does that mean the E D w just becomes, you know, less and less valuable over time, or it's maybe just isolated to specific use cases. What's your take on that? >>Listen, I still would love all my data within a data warehouse would love it. Mastered would love it owned by essential team. Right? I think that's still what I would love to have. That's just not the reality, right? The investment to actually migrate and keep that up to date. I would say it's a losing battle. Like we've been trying to do it for a long time. Nobody has the budgets and then data changes, right? There's gonna be a new technology. That's gonna emerge that we're gonna wanna tap into. There's going to be not enough investment to bring all the legacy, but still very useful systems into that centralized view. So you keep the data warehouse. I think it's a very, very valuable, very high performance tool for what it's there for, but you could have this, you know, new mesh layer that still takes advantage of the things. I mentioned, the data products in the systems that are meaningful today and the data products that actually might span a number of systems, maybe either those that either source systems for the domains that know it best, or the consumer based systems and products that need to be packaged in a way that be really meaningful for that end user, right? Each of those are useful for a different part of the business and making sure that the mesh actually allows you to use all of them. >>So, Richard, let me ask you, you take, take Gemma's principles back to those. You got to, you know, domain ownership and, and, and data as product. Okay, great. Sounds good. But it creates what I would argue are two, you know, challenges, self-serve infrastructure let's park that for a second. And then in your industry, the one of the high, most regulated, most sensitive computational governance, how do you automate and ensure federated governance in that mesh model that Theresa was just talking about? >>Well, it absolutely depends on some of the tooling and processes that you put in place around those tools to be, to centralize the security and the governance of the data. And I think, although a data warehouse makes that very simple, cause it's a single tool, it's not impossible with some of the data mesh technologies that are available. And so what we've done at emus is we have a single security layer that sits on top of our data match, which means that no matter which user is accessing, which data source, we go through a well audited well understood security layer. That means that we know exactly who's got access to which data field, which data tables. And then everything that they do is, is audited in a very kind of standard way, regardless of the underlying data storage technology. So for me, although storing the data in one place might not be possible understanding where your source of truth is and securing that in a common way is still a valuable approach and you can do it without having to bring all that data into a single bucket so that it's all in one place. And, and so having done that and investing quite heavily in making that possible has paid dividends in terms of giving wider access to the platform and ensuring that only data that's available under GDPR and other regulations is being used by, by the data users. >>Yeah. So Justin, I mean, Democrat, we always talk about data democratization and you know, up until recently, they really haven't been line of sight as to how to get there. But do you have anything to add to this because you're essentially taking, you know, do an analytic queries and with data that's all dispersed all over the, how are you seeing your customers handle this, this challenge? >>Yeah. I mean, I think data products is a really interesting aspect of the answer to that. It allows you to, again, leverage the data domain owners, people know the data, the best to, to create, you know, data as a product ultimately to be consumed. And we try to represent that in our product as effectively a almost eCommerce like experience where you go and discover and look for the data products that have been created in your organization. And then you can start to consume them as, as you'd like. And so really trying to build on that notion of, you know, data democratization and self-service, and making it very easy to discover and, and start to use with whatever BI tool you, you may like, or even just running, you know, SQL queries yourself, >>Okay. G guys grab a sip of water. After this short break, we'll be back to debate whether proprietary or open platforms are the best path to the future of data excellence, keep it right there. >>Your company has more data than ever, and more people trying to understand it, but there's a problem. Your data is stored across multiple systems. It's hard to access and that delays analytics and ultimately decisions. The old method of moving all of your data into a single source of truth is slow and definitely not built for the volume of data we have today or where we are headed while your data engineers spent over half their time, moving data, your analysts and data scientists are left, waiting, feeling frustrated, unproductive, and unable to move the needle for your business. But what if you could spend less time moving or copying data? What if your data consumers could analyze all your data quickly? >>Starburst helps your teams run fast queries on any data source. We help you create a single point of access to your data, no matter where it's stored. And we support high concurrency, we solve for speed and scale, whether it's fast, SQL queries on your data lake or faster queries across multiple data sets, Starburst helps your teams run analytics anywhere you can't afford to wait for data to be available. Your team has questions that need answers. Now with Starburst, the wait is over. You'll have faster access to data with enterprise level security, easy connectivity, and 24 7 support from experts, organizations like Zolando Comcast and FINRA rely on Starburst to move their businesses forward. Contact our Trino experts to get started. >>We're back with Jess Borgman of Starburst and Richard Jarvis of EVAs health. Okay, we're gonna get to lie. Number two, and that is this an open source based platform cannot give you the performance and control that you can get with a proprietary system. Is that a lie? Justin, the enterprise data warehouse has been pretty dominant and has evolved and matured. Its stack has mature over the years. Why is it not the default platform for data? >>Yeah, well, I think that's become a lie over time. So I, I think, you know, if we go back 10 or 12 years ago with the advent of the first data lake really around Hudu, that probably was true that you couldn't get the performance that you needed to run fast, interactive, SQL queries in a data lake. Now a lot's changed in 10 or 12 years. I remember in the very early days, people would say, you you'll never get performance because you need to be column there. You need to store data in a column format. And then, you know, column formats we're introduced to, to data apes, you have Parque ORC file in aro that were created to ultimately deliver performance out of that. So, okay. We got, you know, largely over the performance hurdle, you know, more recently people will say, well, you don't have the ability to do updates and deletes like a traditional data warehouse. >>And now we've got the creation of new data formats, again like iceberg and Delta and Hodi that do allow for updates and delete. So I think the data lake has continued to mature. And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, know it takes six or seven years to build a functional database. I think that's that's right. And now we've had almost a decade go by. So, you know, these technologies have matured to really deliver very, very close to the same level performance and functionality of, of cloud data warehouses. So I think the, the reality is that's become a line and now we have large giant hyperscale internet companies that, you know, don't have the traditional data warehouse at all. They do all of their analytics in a data lake. So I think we've, we've proven that it's very much possible today. >>Thank you for that. And so Richard, talk about your perspective as a practitioner in terms of what open brings you versus, I mean, look closed is it's open as a moving target. I remember Unix used to be open systems and so it's, it is an evolving, you know, spectrum, but, but from your perspective, what does open give you that you can't get from a proprietary system where you are fearful of in a proprietary system? >>I, I suppose for me open buys us the ability to be unsure about the future, because one thing that's always true about technology is it evolves in a, a direction, slightly different to what people expect. And what you don't want to end up is done is backed itself into a corner that then prevents it from innovating. So if you have chosen a technology and you've stored trillions of records in that technology and suddenly a new way of processing or machine learning comes out, you wanna be able to take advantage and your competitive edge might depend upon it. And so I suppose for us, we acknowledge that we don't have perfect vision of what the future might be. And so by backing open storage technologies, we can apply a number of different technologies to the processing of that data. And that gives us the ability to remain relevant, innovate on our data storage. And we have bought our way out of the, any performance concerns because we can use cloud scale infrastructure to scale up and scale down as we need. And so we don't have the concerns that we don't have enough hardware today to process what we want to do, want to achieve. We can just scale up when we need it and scale back down. So open source has really allowed us to maintain the being at the cutting edge. >>So Jess, let me play devil's advocate here a little bit, and I've talked to Shaak about this and you know, obviously her vision is there's an open source that, that the data meshes open source, an open source tooling, and it's not a proprietary, you know, you're not gonna buy a data mesh. You're gonna build it with, with open source toolings and, and vendors like you are gonna support it, but to come back to sort of today, you can get to market with a proprietary solution faster. I'm gonna make that statement. You tell me if it's a lie and then you can say, okay, we support Apache iceberg. We're gonna support open source tooling, take a company like VMware, not really in the data business, but how, the way they embraced Kubernetes and, and you know, every new open source thing that comes along, they say, we do that too. Why can't proprietary systems do that and be as effective? >>Yeah, well, I think at least with the, within the data landscape saying that you can access open data formats like iceberg or, or others is, is a bit dis disingenuous because really what you're selling to your customer is a certain degree of performance, a certain SLA, and you know, those cloud data warehouses that can reach beyond their own proprietary storage drop all the performance that they were able to provide. So it is, it reminds me kind of, of, again, going back 10 or 12 years ago when everybody had a connector to Haddo and that they thought that was the solution, right? But the reality was, you know, a connector was not the same as running workloads in Haddo back then. And I think similarly, you know, being able to connect to an external table that lives in an open data format, you know, you're, you're not going to give it the performance that your customers are accustomed to. And at the end of the day, they're always going to be predisposed. They're always going to be incentivized to get that data ingested into the data warehouse, cuz that's where they have control. And you know, the bottom line is the database industry has really been built around vendor lockin. I mean, from the start, how, how many people love Oracle today, but our customers, nonetheless, I think, you know, lockin is, is, is part of this industry. And I think that's really what we're trying to change with open data formats. >>Well, that's interesting reminded when I, you know, I see the, the gas price, the tees or gas price I, I drive up and then I say, oh, that's the cash price credit card. I gotta pay 20 cents more, but okay. But so the, the argument then, so let me, let me come back to you, Justin. So what's wrong with saying, Hey, we support open data formats, but yeah, you're gonna get better performance if you, if you keep it into our closed system, are you saying that long term that's gonna come back and bite you cuz you're gonna end up, you mentioned Oracle, you mentioned Teradata. Yeah. That's by, by implication, you're saying that's where snowflake customers are headed. >>Yeah, absolutely. I think this is a movie that, you know, we've all seen before. At least those of us who've been in the industry long enough to, to see this movie play over a couple times. So I do think that's the future. And I think, you know, I loved what Richard said. I actually wrote it down. Cause I thought it was an amazing quote. He said, it buys us the ability to be unsure of the future. Th that that pretty much says it all the, the future is unknowable and the reality is using open data formats. You remain interoperable with any technology you want to utilize. If you want to use spark to train a machine learning model and you want to use Starbust to query via sequel, that's totally cool. They can both work off the same exact, you know, data, data sets by contrast, if you're, you know, focused on a proprietary model, then you're kind of locked in again to that model. I think the same applies to data, sharing to data products, to a wide variety of, of aspects of the data landscape that a proprietary approach kind of closes you in and locks you in. >>So I, I would say this Richard, I'd love to get your thoughts on it. Cause I talked to a lot of Oracle customers, not as many te data customers, but, but a lot of Oracle customers and they, you know, they'll admit, yeah, you know, they're jamming us on price and the license cost they give, but we do get value out of it. And so my question to you, Richard, is, is do the, let's call it data warehouse systems or the proprietary systems. Are they gonna deliver a greater ROI sooner? And is that in allure of, of that customers, you know, are attracted to, or can open platforms deliver as fast in ROI? >>I think the answer to that is it can depend a bit. It depends on your businesses skillset. So we are lucky that we have a number of proprietary teams that work in databases that provide our operational data capability. And we have teams of analytics and big data experts who can work with open data sets and open data formats. And so for those different teams, they can get to an ROI more quickly with different technologies for the business though, we can't do better for our operational data stores than proprietary databases. Today we can back off very tight SLAs to them. We can demonstrate reliability from millions of hours of those databases being run at enterprise scale, but for an analytics workload where increasing our business is growing in that direction, we can't do better than open data formats with cloud-based data mesh type technologies. And so it's not a simple answer. That one will always be the right answer for our business. We definitely have times when proprietary databases provide a capability that we couldn't easily represent or replicate with open technologies. >>Yeah. Richard, stay with you. You mentioned, you know, you know, some things before that, that strike me, you know, the data brick snowflake, you know, thing is, oh, is a lot of fun for analysts like me. You've got data bricks coming at it. Richard, you mentioned you have a lot of rockstar, data engineers, data bricks coming at it from a data engineering heritage. You get snowflake coming at it from an analytics heritage. Those two worlds are, are colliding people like PJI Mohan said, you know what? I think it's actually harder to play in the data engineering. So I E it's easier to for data engineering world to go into the analytics world versus the reverse, but thinking about up and coming engineers and developers preparing for this future of data engineering and data analytics, how, how should they be thinking about the future? What, what's your advice to those young people? >>So I think I'd probably fall back on general programming skill sets. So the advice that I saw years ago was if you have open source technologies, the pythons and Javas on your CV, you commander 20% pay, hike over people who can only do proprietary programming languages. And I think that's true of data technologies as well. And from a business point of view, that makes sense. I'd rather spend the money that I save on proprietary licenses on better engineers, because they can provide more value to the business that can innovate us beyond our competitors. So I think I would my advice to people who are starting here or trying to build teams to capitalize on data assets is begin with open license, free capabilities, because they're very cheap to experiment with. And they generate a lot of interest from people who want to join you as a business. And you can make them very successful early, early doors with, with your analytics journey. >>It's interesting. Again, analysts like myself, we do a lot of TCO work and have over the last 20 plus years. And in world of Oracle, you know, normally it's the staff, that's the biggest nut in total cost of ownership, not an Oracle. It's the it's the license cost is by far the biggest component in the, in the blame pie. All right, Justin, help us close out this segment. We've been talking about this sort of data mesh open, closed snowflake data bricks. Where does Starburst sort of as this engine for the data lake data lake house, the data warehouse fit in this, in this world? >>Yeah. So our view on how the future ultimately unfolds is we think that data lakes will be a natural center of gravity for a lot of the reasons that we described open data formats, lowest total cost of ownership, because you get to choose the cheapest storage available to you. Maybe that's S3 or Azure data lake storage, or Google cloud storage, or maybe it's on-prem object storage that you bought at a, at a really good price. So ultimately storing a lot of data in a deal lake makes a lot of sense, but I think what makes our perspective unique is we still don't think you're gonna get everything there either. We think that basically centralization of all your data assets is just an impossible endeavor. And so you wanna be able to access data that lives outside of the lake as well. So we kind of think of the lake as maybe the biggest place by volume in terms of how much data you have, but to, to have comprehensive analytics and to truly understand your business and understand it holistically, you need to be able to go access other data sources as well. And so that's the role that we wanna play is to be a single point of access for our customers, provide the right level of fine grained access controls so that the right people have access to the right data and ultimately make it easy to discover and consume via, you know, the creation of data products as well. >>Great. Okay. Thanks guys. Right after this quick break, we're gonna be back to debate whether the cloud data model that we see emerging and the so-called modern data stack is really modern, or is it the same wine new bottle? When it comes to data architectures, you're watching the cube, the leader in enterprise and emerging tech coverage. >>Your data is capable of producing incredible results, but data consumers are often left in the dark without fast access to the data they need. Starers makes your data visible from wherever it lives. Your company is acquiring more data in more places, more rapidly than ever to rely solely on a data centralization strategy. Whether it's in a lake or a warehouse is unrealistic. A single source of truth approach is no longer viable, but disconnected data silos are often left untapped. We need a new approach. One that embraces distributed data. One that enables fast and secure access to any of your data from anywhere with Starburst, you'll have the fastest query engine for the data lake that allows you to connect and analyze your disparate data sources no matter where they live Starburst provides the foundational technology required for you to build towards the vision of a decentralized data mesh Starburst enterprise and Starburst galaxy offer enterprise ready, connectivity, interoperability, and security features for multiple regions, multiple clouds and everchanging global regulatory requirements. The data is yours. And with Starburst, you can perform analytics anywhere in light of your world. >>Okay. We're back with Justin Boardman. CEO of Starbust Richard Jarvis is the CTO of EMI health and Theresa tongue is the cloud first technologist from Accenture. We're on July number three. And that is the claim that today's modern data stack is actually modern. So I guess that's the lie it's it is it's is that it's not modern. Justin, what do you say? >>Yeah. I mean, I think new isn't modern, right? I think it's the, it's the new data stack. It's the cloud data stack, but that doesn't necessarily mean it's modern. I think a lot of the components actually are exactly the same as what we've had for 40 years, rather than Terra data. You have snowflake rather than Informatica you have five trend. So it's the same general stack, just, you know, a cloud version of it. And I think a lot of the challenges that it plagued us for 40 years still maintain. >>So lemme come back to you just, but okay. But, but there are differences, right? I mean, you can scale, you can throw resources at the problem. You can separate compute from storage. You really, you know, there's a lot of money being thrown at that by venture capitalists and snowflake, you mentioned it's competitors. So that's different. Is it not, is that not at least an aspect of, of modern dial it up, dial it down. So what, what do you say to that? >>Well, it, it is, it's certainly taking, you know, what the cloud offers and taking advantage of that, but it's important to note that the cloud data warehouses out there are really just separating their compute from their storage. So it's allowing them to scale up and down, but your data still stored in a proprietary format. You're still locked in. You still have to ingest the data to get it even prepared for analysis. So a lot of the same sort of structural constraints that exist with the old enterprise data warehouse model OnPrem still exist just yes, a little bit more elastic now because the cloud offers that. >>So Theresa, let me go to you cuz you have cloud first in your, in your, your title. So what's what say you to this conversation? >>Well, even the cloud providers are looking towards more of a cloud continuum, right? So the centralized cloud, as we know it, maybe data lake data warehouse in the central place, that's not even how the cloud providers are looking at it. They have news query services. Every provider has one that really expands those queries to be beyond a single location. And if we look at a lot of where our, the future goes, right, that that's gonna very much fall the same thing. There was gonna be more edge. There's gonna be more on premise because of data sovereignty, data gravity, because you're working with different parts of the business that have already made major cloud investments in different cloud providers. Right? So there's a lot of reasons why the modern, I guess, the next modern generation of the data staff needs to be much more federated. >>Okay. So Richard, how do you deal with this? You you've obviously got, you know, the technical debt, the existing infrastructure it's on the books. You don't wanna just throw it out. A lot of, lot of conversation about modernizing applications, which a lot of times is a, you know, a microservices layer on top of leg legacy apps. How do you think about the modern data stack? >>Well, I think probably the first thing to say is that the stack really has to include the processes and people around the data as well is all well and good changing the technology. But if you don't modernize how people use that technology, then you're not going to be able to, to scale because just cuz you can scale CPU and storage doesn't mean you can get more people to use your data, to generate you more, more value for the business. And so what we've been looking at is really changing in very much aligned to data products and, and data mesh. How do you enable more people to consume the service and have the stack respond in a way that keeps costs low? Because that's important for our customers consuming this data, but also allows people to occasionally run enormous queries and then tick along with smaller ones when required. And it's a good job we did because during COVID all of a sudden we had enormous pressures on our data platform to answer really important life threatening queries. And if we couldn't scale both our data stack and our teams, we wouldn't have been able to answer those as quickly as we had. So I think the stack needs to support a scalable business, not just the technology itself. >>Well thank you for that. So Justin let's, let's try to break down what the critical aspects are of the modern data stack. So you think about the past, you know, five, seven years cloud obviously has given a different pricing model. De-risked experimentation, you know that we talked about the ability to scale up scale down, but it's, I'm, I'm taking away that that's not enough based on what Richard just said. The modern data stack has to serve the business and enable the business to build data products. I, I buy that. I'm a big fan of the data mesh concepts, even though we're early days. So what are the critical aspects if you had to think about, you know, paying, maybe putting some guardrails and definitions around the modern data stack, what does that look like? What are some of the attributes and, and principles there >>Of, of how it should look like or, or how >>It's yeah. What it should be. >>Yeah. Yeah. Well, I think, you know, in, in Theresa mentioned this in, in a previous segment about the data warehouse is not necessarily going to disappear. It just becomes one node, one element of the overall data mesh. And I, I certainly agree with that. So by no means, are we suggesting that, you know, snowflake or Redshift or whatever cloud data warehouse you may be using is going to disappear, but it's, it's not going to become the end all be all. It's not the, the central single source of truth. And I think that's the paradigm shift that needs to occur. And I think it's also worth noting that those who were the early adopters of the modern data stack were primarily digital, native born in the cloud young companies who had the benefit of, of idealism. They had the benefit of it was starting with a clean slate that does not reflect the vast majority of enterprises. >>And even those companies, as they grow up mature out of that ideal state, they go buy a business. Now they've got something on another cloud provider that has a different data stack and they have to deal with that heterogeneity that is just change and change is a part of life. And so I think there is an element here that is almost philosophical. It's like, do you believe in an absolute ideal where I can just fit everything into one place or do I believe in reality? And I think the far more pragmatic approach is really what data mesh represents. So to answer your question directly, I think it's adding, you know, the ability to access data that lives outside of the data warehouse, maybe living in open data formats in a data lake or accessing operational systems as well. Maybe you want to directly access data that lives in an Oracle database or a Mongo database or, or what have you. So creating that flexibility to really Futureproof yourself from the inevitable change that you will, you won't encounter over time. >>So thank you. So there, based on what Justin just said, I, my takeaway there is it's inclusive, whether it's a data Mar data hub, data lake data warehouse, it's a, just a node on the mesh. Okay. I get that. Does that include there on Preem data? O obviously it has to, what are you seeing in terms of the ability to, to take that data mesh concept on Preem? I mean, most implementations I've seen in data mesh, frankly really aren't, you know, adhering to the philosophy. They're maybe, maybe it's data lake and maybe it's using glue. You look at what JPMC is doing. Hello, fresh, a lot of stuff happening on the AWS cloud in that, you know, closed stack, if you will. What's the answer to that Theresa? >>I mean, I, I think it's a killer case for data. Me, the fact that you have valuable data sources, OnPrem, and then yet you still wanna modernize and take the best of cloud cloud is still, like we mentioned, there's a lot of great reasons for it around the economics and the way ability to tap into the innovation that the cloud providers are giving around data and AI architecture. It's an easy button. So the mesh allows you to have the best of both worlds. You can start using the data products on-prem or in the existing systems that are working already. It's meaningful for the business. At the same time, you can modernize the ones that make business sense because it needs better performance. It needs, you know, something that is, is cheaper or, or maybe just tap into better analytics to get better insights, right? So you're gonna be able to stretch and really have the best of both worlds. That, again, going back to Richard's point, that is meaningful by the business. Not everything has to have that one size fits all set a tool. >>Okay. Thank you. So Richard, you know, talking about data as product, wonder if we could give us your perspectives here, what are the advantages of treating data as a product? What, what role do data products have in the modern data stack? We talk about monetizing data. What are your thoughts on data products? >>So for us, one of the most important data products that we've been creating is taking data that is healthcare data across a wide variety of different settings. So information about patients' demographics about their, their treatment, about their medications and so on, and taking that into a standards format that can be utilized by a wide variety of different researchers because misinterpreting that data or having the data not presented in the way that the user is expecting means that you generate the wrong insight. And in any business, that's clearly not a desirable outcome, but when that insight is so critical, as it might be in healthcare or some security settings, you really have to have gone to the trouble of understanding the data, presenting it in a format that everyone can clearly agree on. And then letting people consume in a very structured, managed way, even if that data comes from a variety of different sources in, in, in the first place. And so our data product journey has really begun by standardizing data across a number of different silos through the data mesh. So we can present out both internally and through the right governance externally to, to researchers. >>So that data product through whatever APIs is, is accessible, it's discoverable, but it's obviously gotta be governed as well. You mentioned you, you appropriately provided to internally. Yeah. But also, you know, external folks as well. So the, so you've, you've architected that capability today >>We have, and because the data is standard, it can generate value much more quickly and we can be sure of the security and, and, and value that that's providing because the data product isn't just about formatting the data into the correct tables, it's understanding what it means to redact the data or to remove certain rows from it or to interpret what a date actually means. Is it the start of the contract or the start of the treatment or the date of birth of a patient? These things can be lost in the data storage without having the proper product management around the data to say in a very clear business context, what does this data mean? And what does it mean to process this data for a particular use case? >>Yeah, it makes sense. It's got the context. If the, if the domains own the data, you, you gotta cut through a lot of the, the, the centralized teams, the technical teams that, that data agnostic, they don't really have that context. All right. Let's send Justin, how does Starburst fit into this modern data stack? Bring us home. >>Yeah. So I think for us, it's really providing our customers with, you know, the flexibility to operate and analyze data that lives in a wide variety of different systems. Ultimately giving them that optionality, you know, and optionality provides the ability to reduce costs, store more in a data lake rather than data warehouse. It provides the ability for the fastest time to insight to access the data directly where it lives. And ultimately with this concept of data products that we've now, you know, incorporated into our offering as well, you can really create and, and curate, you know, data as a product to be shared and consumed. So we're trying to help enable the data mesh, you know, model and make that an appropriate compliment to, you know, the, the, the modern data stack that people have today. >>Excellent. Hey, I wanna thank Justin Theresa and Richard for joining us today. You guys are great. I big believers in the, in the data mesh concept, and I think, you know, we're seeing the future of data architecture. So thank you. Now, remember, all these conversations are gonna be available on the cube.net for on-demand viewing. You can also go to starburst.io. They have some great content on the website and they host some really thought provoking interviews and, and, and they have awesome resources, lots of data mesh conversations over there, and really good stuff in, in the resource section. So check that out. Thanks for watching the data doesn't lie or does it made possible by Starburst data? This is Dave Valante for the cube, and we'll see you next time. >>The explosion of data sources has forced organizations to modernize their systems and architecture and come to terms with one size does not fit all for data management today. Your teams are constantly moving and copying data, which requires time management. And in some cases, double paying for compute resources. Instead, what if you could access all your data anywhere using the BI tools and SQL skills your users already have. And what if this also included enterprise security and fast performance with Starburst enterprise, you can provide your data consumers with a single point of secure access to all of your data, no matter where it lives with features like strict, fine grained, access control, end to end data encryption and data masking Starburst meets the security standards of the largest companies. Starburst enterprise can easily be deployed anywhere and managed with insights where data teams holistically view their clusters operation and query execution. So they can reach meaningful business decisions faster, all this with the support of the largest team of Trino experts in the world, delivering fully tested stable releases and available to support you 24 7 to unlock the value in all of your data. You need a solution that easily fits with what you have today and can adapt to your architecture. Tomorrow. Starbust enterprise gives you the fastest path from big data to better decisions, cuz your team can't afford to wait. Trino was created to empower analytics anywhere and Starburst enterprise was created to give you the enterprise grade performance, connectivity, security management, and support your company needs organizations like Zolando Comcast and FINRA rely on Starburst to move their businesses forward. Contact us to get started.
SUMMARY :
famously said the best minds of my generation are thinking about how to get people to the data warehouse ever have featured parody with the data lake or vice versa is So, you know, despite being the industry leader for 40 years, not one of their customers truly had So Richard, from a practitioner's point of view, you know, what, what are your thoughts? although if you were starting from a Greenfield site and you were building something brand new, Y you know, Theresa, I feel like Sarbanes Oxley kinda saved the data warehouse, I, I think you gotta have centralized governance, right? So, you know, Justin, you guys last, geez, I think it was about a year ago, had a session on, And you can think of them Justin, what do you say to a, to a customer or prospect that says, look, Justin, I'm gonna, you know, for many, many years to come. But I think the reality is, you know, the data mesh model basically says, I mean, you know, there Theresa you work with a lot of clients, they're not just gonna rip and replace their existing that the mesh actually allows you to use all of them. But it creates what I would argue are two, you know, Well, it absolutely depends on some of the tooling and processes that you put in place around those do an analytic queries and with data that's all dispersed all over the, how are you seeing your the best to, to create, you know, data as a product ultimately to be consumed. open platforms are the best path to the future of data But what if you could spend less you create a single point of access to your data, no matter where it's stored. give you the performance and control that you can get with a proprietary system. I remember in the very early days, people would say, you you'll never get performance because And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, know it takes six or seven it is an evolving, you know, spectrum, but, but from your perspective, And what you don't want to end up So Jess, let me play devil's advocate here a little bit, and I've talked to Shaak about this and you know, And I think similarly, you know, being able to connect to an external table that lives in an open data format, Well, that's interesting reminded when I, you know, I see the, the gas price, And I think, you know, I loved what Richard said. not as many te data customers, but, but a lot of Oracle customers and they, you know, And so for those different teams, they can get to an ROI more quickly with different technologies that strike me, you know, the data brick snowflake, you know, thing is, oh, is a lot of fun for analysts So the advice that I saw years ago was if you have open source technologies, And in world of Oracle, you know, normally it's the staff, easy to discover and consume via, you know, the creation of data products as well. really modern, or is it the same wine new bottle? And with Starburst, you can perform analytics anywhere in light of your world. And that is the claim that today's So it's the same general stack, just, you know, a cloud version of it. So lemme come back to you just, but okay. So a lot of the same sort of structural constraints that exist with So Theresa, let me go to you cuz you have cloud first in your, in your, the data staff needs to be much more federated. you know, a microservices layer on top of leg legacy apps. So I think the stack needs to support a scalable So you think about the past, you know, five, seven years cloud obviously has given What it should be. And I think that's the paradigm shift that needs to occur. data that lives outside of the data warehouse, maybe living in open data formats in a data lake seen in data mesh, frankly really aren't, you know, adhering to So the mesh allows you to have the best of both worlds. So Richard, you know, talking about data as product, wonder if we could give us your perspectives is expecting means that you generate the wrong insight. But also, you know, around the data to say in a very clear business context, It's got the context. And ultimately with this concept of data products that we've now, you know, incorporated into our offering as well, This is Dave Valante for the cube, and we'll see you next time. You need a solution that easily fits with what you have today and can adapt
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Breaking Analysis Further defining Supercloud W/ tech leaders VMware, Snowflake, Databricks & others
from the cube studios in palo alto in boston bringing you data driven insights from the cube and etr this is breaking analysis with dave vellante at our inaugural super cloud 22 event we further refined the concept of a super cloud iterating on the definition the salient attributes and some examples of what is and what is not a super cloud welcome to this week's wikibon cube insights powered by etr you know snowflake has always been what we feel is one of the strongest examples of a super cloud and in this breaking analysis from our studios in palo alto we unpack our interview with benoit de javille co-founder and president of products at snowflake and we test our super cloud definition on the company's data cloud platform and we're really looking forward to your feedback first let's examine how we defl find super cloudant very importantly one of the goals of super cloud 22 was to get the community's input on the definition and iterate on previous work super cloud is an emerging computing architecture that comprises a set of services which are abstracted from the underlying primitives of hyperscale clouds we're talking about services such as compute storage networking security and other native tooling like machine learning and developer tools to create a global system that spans more than one cloud super cloud as shown on this slide has five essential properties x number of deployment models and y number of service models we're looking for community input on x and y and on the first point as well so please weigh in and contribute now we've identified these five essential elements of a super cloud let's talk about these first the super cloud has to run its services on more than one cloud leveraging the cloud native tools offered by each of the cloud providers the builder of the super cloud platform is responsible for optimizing the underlying primitives of each cloud and optimizing for the specific needs be it cost or performance or latency or governance data sharing security etc but those primitives must be abstracted such that a common experience is delivered across the clouds for both users and developers the super cloud has a metadata intelligence layer that can maximize efficiency for the specific purpose of the super cloud i.e the purpose that the super cloud is intended for and it does so in a federated model and it includes what we call a super pass this is a prerequisite that is a purpose-built component and enables ecosystem partners to customize and monetize incremental services while at the same time ensuring that the common experiences exist across clouds now in terms of deployment models we'd really like to get more feedback on this piece but here's where we are so far based on the feedback we got at super cloud 22. we see three deployment models the first is one where a control plane may run on one cloud but supports data plane interactions with more than one other cloud the second model instantiates the super cloud services on each individual cloud and within regions and can support interactions across more than one cloud with a unified interface connecting those instantiations those instances to create a common experience and the third model superimposes its services as a layer or in the case of snowflake they call it a mesh on top of the cloud on top of the cloud providers region or regions with a single global instantiation a single global instantiation of those services which spans multiple cloud providers this is our understanding from a comfort the conversation with benoit dejaville as to how snowflake approaches its solutions and for now we're going to park the service models we need to more time to flesh that out and we'll propose something shortly for you to comment on now we peppered benoit dejaville at super cloud 22 to test how the snowflake data cloud aligns to our concepts and our definition let me also say that snowflake doesn't use the term data cloud they really want to respect and they want to denigrate the importance of their hyperscale partners nor do we but we do think the hyperscalers today anyway are building or not building what we call super clouds but they are but but people who bar are building super clouds are building on top of hyperscale clouds that is a prerequisite so here are the questions that we tested with snowflake first question how does snowflake architect its data cloud and what is its deployment model listen to deja ville talk about how snowflake has architected a single system play the clip there are several ways to do this you know uh super cloud as as you name them the way we we we picked is is to create you know one single system and that's very important right the the the um [Music] there are several ways right you can instantiate you know your solution uh in every region of a cloud and and you know potentially that region could be a ws that region could be gcp so you are indeed a multi-cloud solution but snowflake we did it differently we are really creating cloud regions which are superposed on top of the cloud provider you know region infrastructure region so we are building our regions but but where where it's very different is that each region of snowflake is not one in instantiation of our service our service is global by nature we can move data from one region to the other when you land in snowflake you land into one region but but you can grow from there and you can you know exist in multiple clouds at the same time and that's very important right it's not one single i mean different instantiation of a system is one single instantiation which covers many cloud regions and many cloud providers snowflake chose the most advanced level of our three deployment models dodgeville talked about too presumably so it could maintain maximum control and ensure that common experience like the iphone model next we probed about the technical enablers of the data cloud listen to deja ville talk about snow grid he uses the term mesh and then this can get confusing with the jamaicani's data mesh concept but listen to benoit's explanation well as i said you know first we start by building you know snowflake regions we have today furry region that spawn you know the world so it's a worldwide worldwide system with many regions but all these regions are connected together they are you know meshed together with our technology we name it snow grid and that makes it hard because you know regions you know azure region can talk to a ws region or gcp regions and and as a as a user of our cloud you you don't see really these regional differences that you know regions are in different you know potentially clown when you use snowflake you can exist your your presence as an organization can be in several regions several clouds if you want geographic and and and both geographic and cloud provider so i can share data irrespective of the the cloud and i'm in the snowflake data cloud is that correct i can do that today exactly and and that's very critical right what we wanted is to remove data silos and and when you instantiate a system in one single region and that system is locked in that region you cannot communicate with other parts of the world you are locking the data in one region right and we didn't want to do that we wanted you know data to be distributed the way customer wants it to be distributed across the world and potentially sharing data at world scale now maybe there are many ways to skin the other cat meaning perhaps if a platform does instantiate in multiple places there are ways to share data but this is how snowflake chose to approach the problem next question how do you deal with latency in this big global system this is really important to us because while snowflake has some really smart people working as engineers and and the like we don't think they've solved for the speed of light problem the best people working on it as we often joke listen to benoit deja ville's comments on this topic so yes and no the the way we do it it's very expensive to do that because generally if you want to join you know data which is in which are in different regions and different cloud it's going to be very expensive because you need to move you know data every time you join it so the way we do it is that you replicate the subset of data that you want to access from one region from other regions so you can create this data mesh but data is replicated to make it very cheap and very performant too and is the snow grid does that have the metadata intelligence yes to actually can you describe that a little bit yeah snow grid is both uh a way to to exchange you know metadata about so each region of snowflake knows about all the other regions of snowflake every time we create a new region diary you know the metadata is distributed over our data cloud not only you know region knows all the regions but knows you know every organization that exists in our clouds where this organization is where data can be replicated by this organization and then of course it's it's also used as a way to uh uh exchange data right so you can exchange you know beta by scale of data size and we just had i was just receiving an email from one of our customers who moved more than four petabytes of data cross-region cross you know cloud providers in you know few days and you know it's a lot of data so it takes you know some time to move but they were able to do that online completely online and and switch over you know to the diff to the other region which is failover is very important also so yes and no probably means typically no he says yes and no probably means no so it sounds like snowflake is selectively pulling small amounts of data and replicating it where necessary but you also heard him talk about the metadata layer which is one of the essential aspects of super cloud okay next we dug into security it's one of the most important issues and we think one of the hardest parts related to deploying super cloud so we've talked about how the cloud has become the first line of defense for the cso but now with multi-cloud you have multiple first lines of defense and that means multiple shared responsibility models and multiple tool sets from different cloud providers and an expanded threat surface so listen to benoit's explanation here please play the clip this is a great question uh security has always been the most important aspect of snowflake since day one right this is the question that every customer of ours has you know how you can you guarantee the security of my data and so we secure data really tightly in region we have several layers of security it starts by by encrypting it every data at rest and that's very important a lot of customers are not doing that right you hear these attacks for example on on cloud you know where someone left you know their buckets uh uh open and then you know you can access the data because it's a non-encrypted uh so we are encrypting everything at rest we are encrypting everything in transit so a region is very secure now you know you never from one region you never access data from another region in snowflake that's why also we replicate data now the replication of that data across region or the metadata for that matter is is really highly secure so snow grits ensure that everything is encrypted everything is you know we have multiple you know encryption keys and it's you know stored in hardware you know secure modules so we we we built you know snow grids such that it's secure and it allows very secure movement of data so when we heard this explanation we immediately went to the lowest common denominator question meaning when you think about how aws for instance deals with data in motion or data and rest it might be different from how another cloud provider deals with it so how does aws uh uh uh differences for example in the aws maturity model for various you know cloud capabilities you know let's say they've got a faster nitro or graviton does it do do you have to how does snowflake deal with that do they have to slow everything else down like imagine a caravan cruising you know across the desert so you know every truck can keep up let's listen it's a great question i mean of course our software is abstracting you know all the cloud providers you know infrastructure so that when you run in one region let's say aws or azure it doesn't make any difference as far as the applications are concerned and and this abstraction of course is a lot of work i mean really really a lot of work because it needs to be secure it needs to be performance and you know every cloud and it has you know to expose apis which are uniform and and you know cloud providers even though they have potentially the same concept let's say blob storage apis are completely different the way you know these systems are secure it's completely different the errors that you can get and and the retry you know mechanism is very different from one cloud to the other performance is also different we discovered that when we were starting to port our software and and and you know we had to completely rethink how to leverage blob storage in that cloud versus that cloud because just of performance too so we had you know for example to you know stripe data so all this work is work that's you know you don't need as an application because our vision really is that applications which are running in our data cloud can you know be abstracted of all this difference and and we provide all the services all the workload that this application need whether it's transactional access to data analytical access to data you know managing you know logs managing you know metrics all of these is abstracted too such that they are not you know tied to one you know particular service of one cloud and and distributing this application across you know many regions many cloud is very seamless so from that answer we know that snowflake takes care of everything but we really don't understand the performance implications in you know in that specific case but we feel pretty certain that the promises that snowflake makes around governance and security within their data sharing construct construct will be kept now another criterion that we've proposed for super cloud is a super pass layer to create a common developer experience and an enabler for ecosystem partners to monetize please play the clip let's listen we build it you know a custom build because because as you said you know what exists in one cloud might not exist in another cloud provider right so so we have to build you know on this all these this components that modern application mode and that application need and and and and that you know goes to machine learning as i say transactional uh analytical system and the entire thing so such that they can run in isolation basically and the objective is the developer experience will be identical across those clouds yes right the developers doesn't need to worry about cloud provider and actually our system we have we didn't talk about it but the marketplace that we have which allows actually to deliver we're getting there yeah okay now we're not going to go deep into ecosystem today we've talked about snowflakes strengths in this regard but snowflake they pretty much ticked all the boxes on our super cloud attributes and definition we asked benoit dejaville to confirm that this is all shipping and available today and he also gave us a glimpse of the future play the clip and we are still developing it you know the transactional you know unistore as we call it was announced in last summit so so they are still you know working properly but but but that's the vision right and and and that's important because we talk about the infrastructure right you mentioned a lot about storage and compute but it's not only that right when you think about application they need to use the transactional database they need to use an analytical system they need to use you know machine learning so you need to provide also all these services which are consistent across all the cloud providers so you can hear deja ville talking about expanding beyond taking advantage of the core infrastructure storage and networking et cetera and bringing intelligence to the data through machine learning and ai so of course there's more to come and there better be at this company's valuation despite the recent sharp pullback in a tightening fed environment okay so i know it's cliche but everyone's comparing snowflakes and data bricks databricks has been pretty vocal about its open source posture compared to snowflakes and it just so happens that we had aligotsy on at super cloud 22 as well he wasn't in studio he had to do remote because i guess he's presenting at an investor conference this week so we had to bring him in remotely now i didn't get to do this interview john furrier did but i listened to it and captured this clip about how data bricks sees super cloud and the importance of open source take a listen to goatzee yeah i mean let me start by saying we just we're big fans of open source we think that open source is a force in software that's going to continue for you know decades hundreds of years and it's going to slowly replace all proprietary code in its way we saw that you know it could do that with the most advanced technology windows you know proprietary operating system very complicated got replaced with linux so open source can pretty much do anything and what we're seeing with the data lake house is that slowly the open source community is building a replacement for the proprietary data warehouse you know data lake machine learning real-time stack in open source and we're excited to be part of it for us delta lake is a very important project that really helps you standardize how you lay out your data in the cloud and with it comes a really important protocol called delta sharing that enables you in an open way actually for the first time ever share large data sets between organizations but it uses an open protocol so the great thing about that is you don't need to be a database customer you don't even like databricks you just need to use this open source project and you can now securely share data sets between organizations across clouds and it actually does so really efficiently just one copy of the data so you don't have to copy it if you're within the same cloud so the implication of ellie gotzi's comments is that databricks with delta sharing as john implied is playing a long game now i don't know if enough about the databricks architecture to comment in detail i got to do more research there so i reached out to my two analyst friends tony bear and sanji mohan to see what they thought because they cover these companies pretty closely here's what tony bear said quote i've viewed the divergent lake house strategies of data bricks and snowflake in the context of their roots prior to delta lake databrick's prime focus was the compute not the storage layer and more specifically they were a compute engine not a database snowflake approached from the opposite end of the pool as they originally fit the mold of the classic database company rather than a specific compute engine per se the lake house pushes both companies outside of their original comfort zones data bricks to storage snowflake to compute engine so it makes perfect sense for databricks to embrace the open source narrative at the storage layer and for snowflake to continue its walled garden approach but in the long run their strategies are already overlapping databricks is not a 100 open source company its practitioner experience has always been proprietary and now so is its sql query engine likewise snowflake has had to open up with the support of iceberg for open data lake format the question really becomes how serious snowflake will be in making iceberg a first-class citizen in its environment that is not necessarily officially branding a lake house but effectively is and likewise can databricks deliver the service levels associated with walled gardens through a more brute force approach that relies heavily on the query engine at the end of the day those are the key requirements that will matter to data bricks and snowflake customers end quote that was some deep thought by by tony thank you for that sanjay mohan added the following quote open source is a slippery slope people buy mobile phones based on open source android but it's not fully open similarly databricks delta lake was not originally fully open source and even today its photon execution engine is not we are always going to live in a hybrid world snowflake and databricks will support whatever model works best for them and their customers the big question is do customers care as deeply about which vendor has a higher degree of openness as we technology people do i believe customers evaluation criteria is far more nuanced than just to decipher each vendor's open source claims end quote okay so i had to ask dodgeville about their so-called wall garden approach and what their strategy is with apache iceberg here's what he said iceberg is is very important so just to to give some context iceberg is an open you know table format right which was you know first you know developed by netflix and netflix you know put it open source in the apache community so we embrace that's that open source standard because because it's widely used by by many um many you know companies and also many companies have you know really invested a lot of effort in building you know big data hadoop solution or data like solution and they want to use snowflake and they couldn't really use snowflake because all their data were in open you know formats so we are embracing icebergs to help these companies move through the cloud but why we have been relentless with direct access to data direct access to data is a little bit of a problem for us and and the reason is when you direct access to data now you have direct access to storage now you have to understand for example the specificity of one cloud versus the other so as soon as you start to have direct access to data you lose your you know your cloud diagnostic layer you don't access data with api when you have direct access to data it's very hard to secure data because you need to grant access direct access to tools which are not you know protected and you see a lot of you know hacking of of data you know because of that so so that was not you know direct access to data is not serving well our customers and that's why we have been relented to do that because it's it's cr it's it's not cloud diagnostic it's it's you you have to code that you have to you you you need a lot of intelligence while apis access so we want open apis that's that's i guess the way we embrace you know openness is is by open api versus you know you access directly data here's my take snowflake is hedging its bets because enough people care about open source that they have to have some open data format options and it's good optics and you heard benoit deja ville talk about the risks of directly accessing the data and the complexities it brings now is that maybe a little fud against databricks maybe but same can be said for ollie's comments maybe flooding the proprietaryness of snowflake but as both analysts pointed out open is a spectrum hey i remember unix used to equal open systems okay let's end with some etr spending data and why not compare snowflake and data bricks spending profiles this is an xy graph with net score or spending momentum on the y-axis and pervasiveness or overlap in the data set on the x-axis this is data from the january survey when snowflake was holding above 80 percent net score off the charts databricks was also very strong in the upper 60s now let's fast forward to this next chart and show you the july etr survey data and you can see snowflake has come back down to earth now remember anything above 40 net score is highly elevated so both companies are doing well but snowflake is well off its highs and data bricks has come down somewhat as well databricks is inching to the right snowflake rocketed to the right post its ipo and as we know databricks wasn't able to get to ipo during the covet bubble ali gotzi is at the morgan stanley ceo conference this week they got plenty of cash to withstand a long-term recession i'm told and they've started the message that they're a billion dollars in annualized revenue i'm not sure exactly what that means i've seen some numbers on their gross margins i'm not sure what that means i've seen some numbers on their net retention revenue or net revenue retention again i'll reserve judgment until we see an s1 but it's clear both of these companies have momentum and they're out competing in the market well as always be the ultimate arbiter different philosophies perhaps is it like democrats and republicans well it could be but they're both going after a solving data problem both companies are trying to help customers get more value out of their data and both companies are highly valued so they have to perform for their investors to paraphrase ralph nader the similarities may be greater than the differences okay that's it for today thanks to the team from palo alto for this awesome super cloud studio build alex myerson and ken shiffman are on production in the palo alto studios today kristin martin and sheryl knight get the word out to our community rob hoff is our editor-in-chief over at siliconangle thanks to all please check out etr.ai for all the survey data remember these episodes are all available as podcasts wherever you listen just search breaking analysis podcasts i publish each week on wikibon.com and siliconangle.com and you can email me at david.vellante at siliconangle.com or dm me at devellante or comment on my linkedin posts and please as i say etr has got some of the best survey data in the business we track it every quarter and really excited to be partners with them this is dave vellante for the cube insights powered by etr thanks for watching and we'll see you next time on breaking analysis [Music] you
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Securing the Supercloud | Supercloud22
>>Okay, welcome back everyone to Supercloud 22, this is the cube studio's live performance. We streaming virtually@siliconangledotcomandthecube.net. I'm John for host the cube at Dave Alane with a distinguished panel talking about securing the Supercloud all cube alumni G written house was the CEO of Skyhigh security, Peter Sharma founder of, of QX sold to tenable and Tony qua who's investor. Co-founder former head of product at VMware chance. Thanks for coming on and to our, in all girls super cloud pilot event. >>Good to see you guys big topic. >>Okay. So before we get into secure in the cloud, one of the things that we were discussing before we came on camera was how cloud, the relationship between cloud and on premise and multi-cloud and how Supercloud fits into that. At the end of the day, security's driving a lot of the conversations at the op side and dev shift left is happening. We see that out there. So before we get into it, how do you guys see super cloud Tony? We'll start with you. We'll go down the line. What is Supercloud to you? >>Well, to me, super cloud is really the next evolution, the culmination of the services coming all together, right? As a application developer today, you really don't need to worry about where this thing is. Sit sitting or what's the latency cuz cuz the internet is fast enough. Now I really wanna know what services something provides. What, how do I get access to it now? Security. We'll talk about that later. That that becomes a, a big issue because of the fragmentation of how security is implemented across all the different vendors. So to me it's an IP address I program to it and you know, off we go, but there's a lot of >>You like that pipe happens >>Iceberg chart, right? Like I'm the developer touching the APIs up there. There's a bunch of other things. BU service. >>Okay. Looking forward again. Gee, what's your take? Obviously we've had many conversations on the cube. What's your super cloud update. >>Yeah, so I, I view it as just an extension of what we see today before like maybe 10 years ago we were mashing up applications built on other SAS applications and whatnot. Now we're just extending that down to further primitives, not, we don't really care where our mashup resides, what cloud platform, where it sits to Tony's point, as long as you have an IP address. But beyond that, we're just gonna start to get little micro services and deeper into the applications. >>BP, what should you take? >>I think, I think super cloud to me is something that don't don't exist. It exists only on my laptop. That's the super cloud means to me. I know it takes a lot behind the scene to get that working of and running. But, but essentially, essentially that the everything having be able to touch physically versus not being able to touch anything is super cloud to me. >>So we, what Victoria was saying. Yeah, we see serverless out there, all these cool things happening. Exactly. And you look at the, some of the successful companies that have come in, I call V two cloud. Some are, some are saying the next gen, they're all building on top of the CapEx. I mean, if, why would you not wanna leverage all that work AWS is doing and now Azure, and obviously Google's out there and you got other, other, other clouds out there. But in terms of AWS as a hyperscaler, they're spending all the money and they're getting better. They're getting lower level. We're talking about some of that yesterday, data bricks, snowflake, Goldman Sachs there's industry clouds that could be powerhouse service providers to themselves and their vertical. Then you got specialty clouds. Like there could be a data cloud, there could be an identity cloud. So yeah. How does this sort itself out? How do you guys see that? Because can they coexist? >>But I think they have to right, because I, I think, you know, eventually organizations will get big enough where they can be strong and really market leading in multiple segments. But if you think about what it takes to really build a massive scaled out database company that, that DNA doesn't just overnight translate to identity or translate to video, it takes years to build that up. So in the meantime, all these guys have to understand that they are one part of the service stack to power the next gen solutions. And if they don't play well with each other, then you're gonna have a problem. >>So security, I think is one of the hardest problems of, of super cloud. And not only do you have too many tools and a lack of talent, but you've now got this new first line of defense, which is the cloud. And the problem is you've got multiple clouds. So you've got multiple first lines of defense with multiple cloud provider tools. And then the CISO, I guess, is the next line of defense with the application development team. You know, there to be the pivot point between strategy and execution. And I guess audit is the third line of the defense. So it's an even more complicated environment. So gee, how do you see that CSO role changing and, and can there actually be a unified security layer in Supercloud? >>Yeah, so I believe that that they can be, the role is definitely changing because now a CSO actually has to have a basic understanding of how clouds work, the dependency of clouds on the, on the business that they serve. And, and this is to your point, not only do we have these new lines and opening up in a tax surface, but they're coupled together. So we have supply chain type connections between this. So there's a coherence across these systems that a CISO has to kind of think about not only these Bo cloud boundaries, but the trust boundaries between them. So classic example visibility, wh what, where are these things and what are the dependencies in my business then of course you mentioned compliance. Am I regulatory? And then of course protecting and responding to this, >>You know? Yeah. The, the, the supply chain piece that you just mentioned. I mean, I feel like there's like these milestones stocks, net was a milestone, you know, obvious obviously log four J was another one, the supply chain hack with solar winds. Yep. You know, it's just, the adversary just keeps getting stronger and stronger and, and, and more agile. So, so is this a data? Do we solve this as a data problem? Is it, you know, you can't just throw more infrastructure at it. What are your thoughts >>For it? I think, you know, great, great point that you're brought up. We need to look at things very fundamentally. What is happening is security has the most difficult job in the cloud, especially super cloud. The poor guys are managing some, managing something or securing something that they can't govern, right? Your, your custodian of the cloud as your developers and DevOps, they are the ones who are defining, creating, destroying things in the cloud. And that guy sitting at the end of the tunnel, looking at things that what he gets and he has to immediately respond. That's why it has to be fundamentally solve. Number one, we talked about supply chain. We talked about the, the, the stuck net to wanna cry, to sort of wins, to know the most recent one on the pipeline. Once the interesting phenomena is that the way industry has moved super cloud, the attackers are also moving them super attackers, right? They have stopped. They have not stopped, but they have started slowly moving to the left, which is the governance part. So they have started attacking your source code, you know, impersonating the codes, replacing the binary, finding one is there. So if they can, if the cloud is built so early, why can't I go early and, and, and inject myself. >>So super hackers is coming to super thinking Hollywood right now. I mean, that brings up a good point. I mean, this whole trust thing is huge. I mean, I hear zero trust. I think, wait a minute, that's not the conference I was just at, we went to, we managed, we work with DockerCon and they were talking about trust services. Yeah. So supply chain source code has trust brokering going on. And yet you got zero trust, which is which are they contextually different? I mean, what, what, >>What, from my perspective, though, the same in that zero trust is a framework that starts with minimum privileges and then build up those privileges over time. Normally in today's dialogue, zero trust is around access. I'm not having a broad access. I'm having a narrow access around an application, but you can also extend those principles to usage. What can, how much privilege do I have within an application? I have to build up my trust to enhance and, and get extended privileges within an application. Of course you can then extend this naturally to applications, APIs, applications, talking with each other. And so by you, you have to restrict the attack surface that is based on a trust model fundamentally. And then to your point, I mean, there's always this residual that you have to deal with afterwards. >>So, so super cloud implies more surface area. You're talking about private. So here we go. So how, and by the way, the AWS was supposed to be at this conference. They said they couldn't make it. They had a schedule issue, but they wanted to be here, but I would ask them, how do you differentiate AWS going forward? Do you go IAS all the way? Do you release the pass layer up? How does this solve? Because you have native clouds that are doing great, the complexity on super cloud, and multi-cloud has to be solved. >>Let me offer maybe a different argument. So if you think about we're all old enough to see the history sort of re pendulum shift and it shifting back in a way, if you're arguing that this culmination of all these services in the form of cloud today, essentially moving up stack, then really this is a architectural pattern that's emerging, right? And therefore there needs to be a super cloud, almost operating system. So operating systems, if you build one before you need a scheduler, you need process handler, you need process isolation, you need memory storage, compute all that together. Now that is our sitting in different parts of the internet. And, and there is no operating system. Yes. And that's the gap, right? And so if you don't even have an operating system, how do you implement security? And that's the pain. Yeah, because today it's one off, directly from service to service. Like how many times can you set up SAML orchestration? You can have an entire team doing that, right. If that's, that's what you have to do. So I think that's ultimately the gap and, and we're sort of just revolving around this concept that there's missing an operating system for superpower. >>It's like Maribel Lopez said in the previous panel that Lord of the rings, there will be no one ring rule the ball. Right. Probably there is needs one. Oh yeah. But, but, but, so what happens? So again, security's the hardest problem. So Snowflake's gotta implement its security, you know, data bricks with an open source model has to implement its security. So there's these multiple security models. You talk about zero trust, which I, if, if I infer what you said, gee, it's essentially, if you don't have privilege access, you don't get access. Yeah. Right. If you, okay. Okay. So that's the framework. Fine. And then you gotta earn it over time. Yeah. Now companies like Amazon, they have the, the talent and the skills to implement that zero trust framework. Exactly. So, so the, the industry, you, you guys with the R and D have to actually ultimately build that, that super cloud framework, don't you? >>Yeah. But I would just look all of the major cloud providers, the ones you mentioned and more will have their own framework within their own environment. Right? Yeah. The problem is with super cloud, you're extending it across multiple ones. There's no standards. There's no easy way to integrate that. So now all of that is left to the developer who is like throwing out code as fast as they can >>Is their, their job is to abstract that, I mean, they've gotta secure the, the run time, they gotta secure the container. >>You have to >>Abstract it. Right. Okay. But, but they're not security pros or ops. >>Exactly. They're haves. >>But to, but to G's point, right. If everyone's implementing their own little Z TNA, then inherently, there's a blind trust between two vendors. Right. That has to >>Be, >>That has to be >>Established. That's implicit. You're saying, >>Yeah. But, but it's, it's contractual, it's not technology. Right. Because I'm turning something out in my cloud, you're turning out something in your cloud that says we've got something, some token exchange, which gives us trust. But what happens if that breaks down and whatever happens to the third party comes in? I think that's the problem. >>Yeah. In fact, in fact, the, if I put the, you know, combine one of those commons, the zero trust was build, keeping identity authentication, then authorization in mind, right? Yeah. This needs to be extended because the zero test definition now probably go into integrity. Yeah, exactly. Right. Yeah. I authenticated. I worked well with Tony in the past, but how do I know that something has changed on the Tony's side? Yeah, exactly. Right, right. That, that integrity is going to be very, very foundational. Given developers are building those third party libraries, those source code pumping stuff. The only way I can validate is, Hey, what has changed? >>And then throw edge into the equation, John and IOT and machine to machine. Exactly. It's just, >>Well, >>Yeah. I think, I think we have another example to build on Tony's operating system model. Okay. And that is the cloud access service broker model for SAS. So we, we have these services sitting out there, we've brokered them together. They're normally on user policies. What I can have access to what I can do, what I can't do, but that can be extended down to services and have the same kind of broker arrangement all through APIs. You have to establish that trust and the, and the policies there, and they can be dynamic and all of this stuff. But you can from an, either an operating system or a SAS interaction and integration model come to these same kind of points. So who >>Builds the, the, the secure Supercloud? Is it new guys like you? Is it your old company giants like Palo Alto? Who, who actually builds the and secures the Supercloud it sounds like it's an ecosystem. >>Yeah. It is an ecosystem. Absolutely. It's an ecosystem. >>Yeah. There's no one security Supercloud >>As well. No, but I, I do think there's one, there's one difference in that historically security has always focused on that shiny object. The, the, the, a particular solution to a particular threat when you're dealing with a, a cloud or super cloud, like the number of that is incalculable. So you have to come into some sort of platform. And so you will see if it's not one, you know, a finite number of platform type solutions that are trying to solve this on behalf of the >>Customer. That to your point, then get connected. >>I think it's gonna be like Unix, right? Like how many flavors of Unix were there out there? All of them 'em had a scheduler. All of them had these processes. All of them had their little compilers. You can compile to that system, target to that system. And for a while, it's gonna be very fragmented until multiple parties decide to converge. >>Right? Well, this is, this is the final question we have one minute left. I wish we had more time. This is a great panel. We'll we'll bring you guys back for sure. After the event, what one thing needs to happen to unify or get through the other side of this fragmentation than the challenges for Supercloud. Because remember the enterprise equation is solve complexity with more complexity. Well, that's not what the market wants. They want simplicity. They want SA they want ease of use. They want infrastructure risk code. What has to happen? What do you think each of you? >>So I, I can start and extending to the previous conversation. I think we need a consortium. We need, we need a framework that defines that if you really want to operate in super cloud, these are the 10 things that you must follow. It doesn't matter whether you take AWS slash or GCP, or you have all, and you will have the on-prem also, which means that it has to follow a pattern. And that pattern is what is required for super cloud. In my opinion, otherwise security is going everywhere. They're like they have to fix everything, find everything and so on. So forth, it's not gonna be possible. So they need a, they need a framework. They need a consortium. And it, this consortium needs to be, I think, needs to led by the cloud providers, because they're the ones who have these foundational infrastructure elements and the security vendor should contribute on providing more severe detections or findings. So that's, in my opinion is, should be the model. >>Well, thank you G >>Yeah, I would think it's more along the lines of a business model we've seen in cloud that the scale matters. And once you're big, you get bigger. We haven't seen that coals around either a vendor, a business model, whatnot, to bring all of this and connect it all together yet. So that value proposition in the industry I think is missing, but there's elements of it already available. >>I, I think there needs to be a mindset. If you look again, history repeating itself, the internet sort of came together around set of I ETF, RSC standards, everybody embraced and extended it. Right. But still there was at least a baseline. Yeah. And I think at that time, the, the largest and most innovative vendors understood that they couldn't do it by themselves. Right. And so I think what we need is a mindset where these big guys like Google, let's take an example. They're not gonna win at all, but they can have a substantial share. So how do they collaborate with the ecosystem around a set of standards so that they can bring, bring their differentiation and then embrace everybody >>Together. Guys, this has been fantastic. I mean, I would just chime in back in the day, those was proprietary nosis proprietary network protocols. You had kind of an enemy to rally around. I'm not sure. I see an enemy out here right now. So the clouds are doing great. Right? So it's a tough one, but I think super OS super consortiums, super business models are gonna emerge. Thanks so much for spending the time. Great conversation. Thank you for having us to bring, keep going hour superclouds here in Palo Alto, live coverage stream virtually I'm John with Dave. Thanks for watching. Stay with us for more coverage. This break.
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I'm John for host the cube at Dave Alane with So before we get into it, how do you guys see super cloud Tony? So to me it's an IP address I program to it Like I'm the developer touching the APIs up there. Gee, what's your take? where it sits to Tony's point, as long as you have an IP address. I know it takes a lot behind the scene to get I mean, if, why would you not wanna leverage all that work But I think they have to right, because I, I think, you know, eventually organizations And I guess audit is the third line of the defense. And then of course protecting and responding to this, Is it, you know, you can't just throw more infrastructure at it. I think, you know, great, great point that you're brought up. So super hackers is coming to super thinking Hollywood right now. And then to your point, I mean, there's always this residual that you have to deal with afterwards. the complexity on super cloud, and multi-cloud has to be solved. So if you think about we're the talent and the skills to implement that zero trust framework. So now all of that is left to the developer They're haves. That has to You're saying, happens to the third party comes in? This needs to be extended because the zero And then throw edge into the equation, John and IOT and machine to machine. And that is the cloud access service broker model for SAS. Is it your old company It's an ecosystem. So you have to come into some sort of platform. That to your point, then get connected. to that system, target to that system. Because remember the enterprise equation is solve complexity with more complexity. So I, I can start and extending to the previous conversation. So So how do they collaborate with the ecosystem around a So the clouds are doing great.
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Starburst Panel Q2
>>We're back with Jess Borgman of Starburst and Richard Jarvis of emus health. Okay. We're gonna get into lie. Number two, and that is this an open source based platform cannot give you the performance and control that you can get with a proprietary system. Is that a lie? Justin, the enterprise data warehouse has been pretty dominant and has evolved and matured. Its stack has mature over the years. Why is it not the default platform for data? >>Yeah, well, I think that's become a lie over time. So I, I think, you know, if we go back 10 or 12 years ago with the advent of the first data lake really around Hudu, that probably was true that you couldn't get the performance that you needed to run fast, interactive, SQL queries in a data lake. Now a lot's changed in 10 or 12 years. I remember in the very early days, people would say, you'll, you'll never get performance because you need to be column. You need to store data in a column format. And then, you know, column formats were introduced to, to data lakes. You have Parque ORC file in aro that were created to ultimately deliver performance out of that. So, okay. We got, you know, largely over the performance hurdle, you know, more recently people will say, well, you don't have the ability to do updates and deletes like a traditional data warehouse. >>And now we've got the creation of new data formats, again like iceberg and Delta and DY that do allow for updates and delete. So I think the data lake has continued to mature. And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, it takes six or seven years to build a functional database. I think that's that's right. And now we've had almost a decade go by. So, you know, these technologies have matured to really deliver very, very close to the same level performance and functionality of, of cloud data warehouses. So I think the, the reality is that's become a lie and now we have large giant hyperscale internet companies that, you know, don't have the traditional data warehouse at all. They do all of their analytics in a data lake. So I think we've, we've proven that it's very much possible today. >>Thank you for that. And so Richard, talk about your perspective as a practitioner in terms of what open brings you versus, I mean, the closed is it's open as a moving target. I remember Unix used to be open systems and so it's, it is an evolving, you know, spectrum, but, but from your perspective, what does open give you that you can't get from a proprietary system where you are fearful of in a proprietary system? >>I, I suppose for me open buys us the ability to be unsure about the future, because one thing that's always true about technology is it evolves in a, a direction, slightly different to what people expect. And what you don't want to end up is done is backed itself into a corner that then prevents it from innovating. So if you have chosen the technology and you've stored trillions of records in that technology and suddenly a new way of processing or machine learning comes out, you wanna be able to take advantage and your competitive edge might depend upon it. And so I suppose for us, we acknowledge that we don't have perfect vision of what the future might be. And so by backing open storage technologies, we can apply a number of different technologies to the processing of that data. And that gives us the ability to remain relevant, innovate on our data storage. And we have bought our way out of the, any performance concerns because we can use cloud scale infrastructure to scale up and scale down as we need. And so we don't have the concerns that we don't have enough hardware today to process what we want to do, but want to achieve. We can just scale up when we need it and scale back down. So open source has really allowed us to maintain the being at the cutting edge. >>So Justin, let me play devil's advocate here a little bit, and I've talked to JAK about this and you know, obviously her vision is there's an open source that, that data mesh is open source, an open source tooling, and it's not a proprietary, you know, you're not gonna buy a data mesh. You're gonna build it with, with open source toolings and, and vendors like you are gonna support it, but come back to sort of today, you can get to market with a proprietary solution faster. I'm gonna make that statement. You tell me if it's a lie and then you can say, okay, we support Apache iceberg. We're gonna support open source tooling, take a company like VMware, not really in the data business, but how, the way they embraced Kubernetes and, and you know, every new open source thing that comes along, they say, we do that too. Why can't proprietary systems do that and be as effective? >>Yeah, well, I think at least with the, within the data landscape saying that you can access open data formats like iceberg or, or others is, is a bit dis disingenuous because really what you're selling to your customer is a certain degree of performance, a certain SLA, and you know, those cloud data warehouses that can reach beyond their own proprietary storage drop all the performance that they were able to provide. So it is, it reminds me kind of, of, again, going back 10 or 12 years ago when everybody had a connector to hit and that they thought that was the solution, right? But the reality was, you know, a connector was not the same as running workloads in had back then. And I think, think similarly, you know, being able to connect to an external table that lives in an open data format, you know, you're, you're not going to give it the performance that your customers are accustomed to. And at the end of the day, they're always going to be predisposed. They're always going to be incentivized to get that data ingested into the data warehouse, cuz that's where they have control. And you know, the bottom line is the database industry has really been built around vendor lockin. I mean, from the start, how, how many people love Oracle today, but our customers, nonetheless, I think, you know, lockin is, is, is part of this industry. And I think that's really what we're trying to change with open data formats. >>Well, it's interesting reminded when I, you know, I see the, the gas price, the TSR gas price I, I drive up and then I say, oh, that's the cash price credit card. I gotta pay 20 cents more, but okay. But so the, the argument then, so let me, let me come back to you, Justin. So what's wrong with saying, Hey, we support open data formats, but yeah, you're gonna get better performance if you, if you, you keep it into our closed system, are you saying that long term that's gonna come back and bite you cuz you're gonna end up. You mentioned Oracle, you mentioned Teradata. Yeah. That's by, by implication, you're saying that's where snowflake customers are headed. >>Yeah, absolutely. I think this is a movie that, you know, we've all seen before. At least those of us who've been in the industry long enough to, to see this movie play over a couple times. So I do think that's the future. And I think, you know, I loved what Richard said. I actually wrote it down cause I thought it was amazing quote. He said, it buys us the ability to be unsure of the future. That that pretty much says it all the, the future is unknowable and the reality is using open data formats. You remain interoperable with any technology you want to utilize. If you want to use smart to train a machine learning model and you wanna use Starbust to query be a sequel, that's totally cool. They can both work off the same exact, you know, data, data sets by contrast, if you're, you know, focused on a proprietary model, then you're kind of locked in again to that model. I think the same applies to data, sharing to data products, to a wide variety of, of aspects of the data landscape that a proprietary approach kind of closes you and, and locks you in. >>So I would say this Richard, I'd love to get your thoughts on it. Cause I talked to a lot of Oracle customers, not as many te data customers, but, but a lot of Oracle customers and they, you know, they'll admit yeah, you know, they Jimin some price and the license cost they give, but we do get value out of it. And so my question to you, Richard, is, is do the, let's call it data warehouse systems or the proprietary systems. Are they gonna deliver a greater ROI sooner? And is that in allure of, of that customers, you know, are attracted to, or can open platforms deliver as fast an ROI? >>I think the answer to that is it can depend a bit. It depends on your business's skillset. So we are lucky that we have a number of proprietary teams that work in databases that provide our operational data capability. And we have teams of analytics and big data experts who can work with open data sets and open data formats. And so for those different teams, they can get to an ROI more quickly with different technologies for the business though, we can't do better for our operational data stores than proprietary databases. Today we can back off very tight SLAs to them. We can demonstrate reliability from millions of hours of those databases being run enterprise scale, but for an analytics workload where increasing our business is growing in that direction, we can't do better than open data formats with cloud based data mesh type technologies. And so it's not a simple answer. That one will always be the right answer for our business. We definitely have times when proprietary databases provide a capability that we couldn't easily represent or replicate with open technologies. >>Yeah. Richard, stay with you. You mentioned, you know, you know, some things before that, that strike me, you know, the data brick snowflake, you know, thing is a lot of fun for analysts like me. You've got data bricks coming at it. Richard, you mentioned you have a lot of rockstar, data engineers, data bricks coming at it from a data engineering heritage. You get snowflake coming at it from an analytics heritage. Those two worlds are, are colliding people like P Sanji Mohan said, you know what? I think it's actually harder to play in the data engineering. So I E it's easier to for data engineering world to go into the analytics world versus the reverse, but thinking about up and coming engineers and developers preparing for this future of data engineering and data analytics, how, how should they be thinking about the future? What, what's your advice to those young people? >>So I think I'd probably fall back on general programming skill sets. So the advice that I saw years ago was if you have open source technologies, the pythons and Javas on your CV, you command a 20% pay, hike over people who can only do proprietary programming languages. And I think that's true of data technologies as well. And from a business point of view, that makes sense. I'd rather spend the money that I save on proprietary licenses on better engineers, because they can provide more value to the business that can innovate us beyond our competitors. So I think I would my advice to people who are starting here or trying to build teams to capitalize on data assets is begin with open license, free capabilities, because they're very cheap to experiment with. And they generate a lot of interest from people who want to join you as a business. And you can make them very successful early, early doors with, with your analytics journey. >>It's interesting. Again, analysts like myself, we do a lot of TCO work and have over the last 20 plus years and in the world of Oracle, you know, normally it's the staff, that's the biggest nut in total cost of ownership, not an Oracle. It's the it's the license cost is by far the biggest component in the, in the blame pie. All right, Justin, help us close out this segment. We've been talking about this sort of data mesh open, closed snowflake data bricks. Where does Starburst sort of as this engine for the data lake data lake house, the data warehouse, it fit in this, in this world. >>Yeah. So our view on how the future ultimately unfolds is we think that data lakes will be a natural center of gravity for a lot of the reasons that we described open data formats, lowest total cost of ownership, because you get to choose the cheapest storage available to you. Maybe that's S3 or Azure data lake storage, or Google cloud storage, or maybe it's on-prem object storage that you bought at a, at a really good price. So ultimately storing a lot of data in a data lake makes a lot of sense, but I think what makes our perspective unique is we still don't think you're gonna get everything there either. We think that basically centralization of all your data assets is just an impossible endeavor. And so you wanna be able to access data that lives outside of the lake as well. So we kind of think of the lake as maybe the biggest place by volume in terms of how much data you have, but to, to have comprehensive analytics and to truly understand your business and understand it holistically, you need to be able to go access other data sources as well. And so that's the role that we wanna play is to be a single point of access for our customers, provide the right level of fine grained access control so that the right people have access to the right data and ultimately make it easy to discover and consume via, you know, the creation of data products as well. >>Great. Okay. Thanks guys. Right after this quick break, we're gonna be back to debate whether the cloud data model that we see emerging and the so-called modern data stack is really modern, or is it the same wine new bottle when it comes to data architectures, you're watching the cube, the leader in enterprise and emerging tech coverage.
SUMMARY :
cannot give you the performance and control that you can get with We got, you know, largely over the performance hurdle, you know, more recently people will say, And I remember a, a quote from, you know, Kurt Monash many years ago where he said, you know, open systems and so it's, it is an evolving, you know, spectrum, And what you don't want to end up So Justin, let me play devil's advocate here a little bit, and I've talked to JAK about this and you know, And I think, think similarly, you know, being able to connect to an external table that lives in an open data Well, it's interesting reminded when I, you know, I see the, the gas price, And I think, you know, I loved what Richard said. not as many te data customers, but, but a lot of Oracle customers and they, you know, I think the answer to that is it can depend a bit. that strike me, you know, the data brick snowflake, you know, thing is a lot of fun for analysts So the advice that I saw years ago was if you have open source technologies, years and in the world of Oracle, you know, normally it's the staff, it easy to discover and consume via, you know, the creation of data products as well. data model that we see emerging and the so-called modern data stack
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Christian Kleinerman, Snowflake | Snowflake Summit 2022
>>Hey everyone. Welcome back to the Cube's live coverage of snowflake summit 22. We are live at Caesar's forum in Vegas, Lisa Martin, with Dave ante, excited to welcome a VIP fresh from the keynote stage, the SAP, a product at snowflake Christian C Claman Christian. Thank you so much for joining us on the queue today. >>Thank you for having me very exciting. >>And thanks for bringing your energy, loved your keynote. I thought, wow. He is really excited about all of the announcements jam packed. We, and we didn't even get to see the entire keynote talk to us about, and, and for the audience, some of the things going on the product revenue in Q1 fiscal 23, 390 4 million, 85% growth, lot of momentum at snowflake. No doubt. >>So I think that the, the punch line is our innovation is if anything, gaining speed. Uh, we were over the moon excited to share many of these projects with customers and partners, cuz some of these efforts have been going on for multiple years. So, um, lots of interesting announcements across the board from making the existing workloads faster, but also we announced some new workloads getting into cyber security, getting into more transactional workloads with uni store. Um, so we're very excited. >>Well first time being back, this is the fourth summit, but the first time being back since 2019 a tremendous amount has changed for snowflake in that time, the IPO, the massive growth in customers, the massive growth in growth in customers with over 1 million in ARR, you talked about one of the things that clearly did not slow down during the last two years is innovation at snowflake. >>Yeah, that, that, that for, for sure, like, um, even though we, we had a, um, highly in the office culture, we did not miss a beat the moment that we said, Hey, let's all start doing zoom based calls. We, we did. So, uh, I dunno if you saw the, the first five minute minutes of my section in the keynote. Yeah. We, we originally talked about summarizing it and no we're gonna spend 40 minutes here. So we did a one minute clip and whatever gets flashed there. So no, the, the pace of innovation, I think it's second to none and maybe I'll highlight the something that we're very proud of. Snowflake is a single product, a single engine. So if we're making a query performance enhancement, it will help the cyber security workload and the low high concurrency, low latency workload. And eventually we're starting to see some of those enhancements all the way to uni store. So, so we get a lot of leverage out of our investments. What's >>Your favorite announcement? >>That's like picking children. Of course. Um, I think the native applications is the one that looks like, eh, I don't know about it on the surface, but it has the biggest potential to change everything like create an entire ecosystem of solutions for within a company or across companies that I don't know that we know what's possible. >>Well, I I've been saying for a while now that you have this application development stack over here, the database is kind of here and then you have the analytics and data pipeline stack. Those are those separate worlds. We, we talk about bringing data and AI and machine intelligence into applications. The only way that that is actually gonna move forward is if you bring those worlds together is a good example of that happening, um, within a proprietary framework, uh, it's probably gonna happen open source organically and you can sort of roll your own. Is that by design or is it just sort of happening? Well, >>The, the, they bring it all into a single platform obviously by design, cuz there is so much friction today on making all the pieces work together, which database do I use for transactions and how do I move data to my analytics system? And how do I keep system, uh, reference data in sync between the two? So, so it's complicated and our mission was remove all of this friction from, from, from the equation. Uh, the open source versus not the way we think about it is opensourcing open formats or even open APIs it's does it help us deliver the solution that we want for our customer? Does it help us solve their problems? In certain instances, it has done in the past and we've opened source frameworks in, in others. We mentioned at the keynote today, the, the integration of iceberg tables, that's an strong embrace of open technologies, but that does not mean that we want to continue to innovate in our formats. A lot of what you see in the open formats is because snowflake proprietary, uh, innovation. So, uh, we have a very clear philosophy around this. Well >>Like any cloud player, you have to bring open source tools in and make them available for your application developers. But take us through an example of, of uni store and specifically how you're embracing transaction data. What's a customer gonna actually do take us paint a picture >>For us. I I'm gonna give you a very simple use case, but I love it because it, it shows the power of the scenario today. When people are ingesting data into snowflake, you wanna do some book capping associating with those loads. So imagine I have, I dunno, a million files. How many of those files have I loaded? Imagine that one of those loads fail, how do you keep in sync? Whether the data made or not with your bookkeeping today, if you had to do it with a separate transactional database for the bookkeeping and the loading in, in snowflake, it is a lot of complexity for you to know what's where with uni store, you can just say, I'm gonna do the bookkeeping with these new table. It's called hybrid tables. The lows are transactional and all of this is a single transaction. So for, for anyone that has dealt with inconsistencies in database world, this is like a godsend. >>Okay. So my interpretation of that's all about what happens when something goes wrong >><laugh> which is a lot of the, everything about transactions. Yeah. It's what happens when goes wrong and goes wrong. Doesn't mean failures like goes wrong is when you're debiting money from your bank account, not having enough balance that counts as go wrong and the transactions should be aborted. So yes, transactions are all about conflict management and we're simplifying that in a broader set of use cases >>And, and in recovery. So you're, you're in fast recovery. So you're, you're the, the business impact of what you're doing is to sort of simplify that process. Is that the easy way to >>Boil down? Pretty much everything we do is about simplification. Like we, we we've seen organizations are large focusing on wrestling infrastructure as opposed to what are the business problems for a Frank who reference something that, that, that I believe very much in like, which is mission alignment. We are working on helping our customers achieve what they're set out to achieve, not giving them more technology for them to their goal to become, to wrestle the infrastructure. So it's all about ease of use all about simplification removal, friction, >>Just so if I may, so mission alignment, you know, you always hear about technology companies that, you know, provide infrastructure or a service, and then the customer takes that and, and, you know, monetizes it pretty much on their own. What the big change that I'm discerning from these announcements is you're talking about directly monetizing and participating in that monetization as a technology partner, but also the marketplace as well. >>Correct. And I would say in some ways this is not new. This has been happening for the last couple of years with data. Like if you just saw our industry data cloud launches, the financial services cloud, it comes with data providers that help you achieve specific outcomes on a specific industry. Mm-hmm <affirmative> what we're doing now is saying, it's not just data. Maybe it's some business logic, maybe it's some machine learning, maybe it's some user interface. So I think we're just turning the knob on collaboration and it's a continuation of what we've been doing. >>Talk a little bit more about mission alignment. When I heard Frank, Sweetman talk about that this morning. I always love that when I hear cultural alignment with organizations, but as you just said, it's really about enabling our customers to deliver outcomes to their customers as the SVP product. Can you, uh, talk a little bit about how the customers are influencing the product roadmap, the innovations and the speed with which things are coming out at snowflake? >>Yeah, so great question. We have several organizations at snowflake that are organized by vertical by industry. So the, the major sales organization is part of ed that the marketplace business development team is organized like that. We have a separate team that provides top leadership by industry vertical, um, globally. And then even within our solution engineering, there is verticals. So we have a longitudinal view of all the different functions and what do we need to do to achieve a set of use cases in a vertical? And all of those functions are in con constant communication with us on this is where the product is, um, seeing an opportunity or could do better for that vertical. So yeah, I can tell you, and obviously we love when, when there's alignment between those, but that's not always the case. You heard us talk about clean rooms now for some time, clean rooms are applicable to almost any industry, but it's red hot for media and advertising, third party, cookie deprecation, and all of that. So we, we get to, to see that lens, that our innovation is informed by industries. >>So we, we're seeing, obviously the evolution of snowflake we talked about in the keynotes today, you guys talked about 2019 and, you know, pre 2019, even it was to me anyway, your first phase was, Hey, we got a simpler EDW. You know, we're gonna pick that off and put it in the cloud and make it elastic and separate compute from storage, all that kind of cool stuff. And then during the pandemic, it was really IPO, but also the data cloud concept, you sort of laid that vision out. And now you're talking about application development, monetization, what I call the super cloud that layer. Right. Okay. So I, are >>You determin it best? >>Yes. You talk about this, uh, these announcements, how they fit into that larger vision where you're >>Going. Great question. The, the, the notion of the data cloud has not changed one bit. The data cloud thesis is that we want to provide amazing technology for our customers, but also facilitate collaboration and content exchange VR platform. And all that we did today is expand what that content can be. It's not just data or little helper function, it's entire applications, entire experiences. That is the, the summing up the, the, the impact of our announcements today. That, that that's the end of it. So it's still about the data cloud. >>So what is impressive to me is that you guys wouldn't couldn't have a company without the hyperscalers, right? It would be a lot different, right? So you built on top of that and, and now you have your customers building their own super clouds. I call it, I get a lot of grief for that term it's but the, the, the big area of criticism I get is, ah, that's just SAS. And I'm like, no, it's not, no, uh, I, I is everybody public who's announcing stuff. I, I better be careful, but you have customers that are actually building services, taking their data, their tooling, their proprietary information, and putting it on the snowflake data cloud and building their own clouds. Yeah. That's different. Then that's not multi-cloud, which is I can run on a different cloud and it's not, is it sass? If it feels like it's something new from a, from your perspective, is, is it different? >>I, I, I love that you called out that running on all clouds is not what we do right. This days, everyone is multi-cloud, you, you run on a VM or a container, and I multi-cloud check, no, we have a single platform that does multi-region multi-cloud but also cross region cross cloud globally, that that is the essence of what we're doing. So it, it is enabling new capabilities. >>I've I've also said, you know, in many respects, the super cloud hides, the underlying complexity, you think about things like exploiting graviton and a developer. Doesn't need to worry about that. You're gonna worry about that. Uh, but at the same time, they, the, as you get into the develop, the world of application development, some of your developers may want access to some of those cloud primitives. Are you providing both? What's the strategy there? >>Generally not in some areas, we, we, we, I would say bleed through some details that are material, but think of the reality of someone that wants to build a solution, it's really difficult to build an awesome solution in one cloud, Hey, you need to do this. What's the latest instance, and is gravity tank gonna help you or not all of that. Now do it for another one and then do it for another one. And I can tell you it's really difficult because we go through that exercise. Snowflake pouring to a new cloud is somewhere between one and two years of effort and not, not a small number of people because you're looking at security models and storage models. So that's the value that we give to anyone know, wants to build a solution and target customers in all three clouds. I >>Mean, people are still gonna do it themselves, but they're gonna spend a lot more and they're gonna lose their focus on what their real business is. And there'll still be that. I think that D DIY market is enormous for you guys, huge >>Opportunity. And there's also the question on what is the cost of that analysis and that effort. And can we amortize it on behalf of all of our customers? Like we talk about graviton, we have not talked about the many things that we evaluated that were not better price performance for our customers. That evaluation happened. That value was delivered by not moving there. >>And when you do it yourself, the curve looks like, okay, Hey, we can do it ourselves. We can make it pretty Inex. And then, and then the costs are gonna decline, but what really happens, like developing a mobile app, you gotta maintain it. And then if you don't have the scale and you don't have the engineering resources, you're just, the, the costs are gonna continue to go through the roof. I, >>I, I love that you compare it to mobile apps. Like, yeah. I still don't understand why every company that wants to build an app has to build two <laugh>. They got it. Yeah. There is no super cloud for the phone. >>Right. >>That's sort of our, our, our broad vision. Not yet. Not, not the phone, but the super cloud. Yeah, >>Yeah, absolutely. >>You >>Get it. This is, and you look out the ecosystem here. I mean, what a difference that you've been pointing this out, Lisa from, from, from 2019, a lot of buzz, it's all about innovation. You see this at, at thing at the reinvent is like the super bowl obviously. And you see that and it used to be, oh, how is, how is AWS gonna compete with snowflake and separate compute with stores? That's I, I feel like in a large way, that's all gone. It's like, okay, how do we like rise the whole, the whole industry? And that's really where the innovation is. >>We have an amazing partnership with AWS and they benefit from what we do. Yes. There's some competitive elements, but we're changing so many things creating so much opportunity that we're more aligned than not. Yeah. >>Last question for you is continuing on the part AWS partnership front, how does a partner like AWS and other partners, how do they fit into the data cloud narrative that you're talking about to customers? >>I would say that other than the one or two teams that are directly competitive, the rest of their teams are part of in data cloud. Like, uh, our relationship with SageMaker as an example is amazing. And a lot of what we wanna deliver to our customers is choice around machine learning, frameworks and tools. And they're part of the data cloud. We're working with them on how do you push down computation to avoid getting data out, to reinforce governance? So I, I would say that and, and go look at it that they have a hundred and something teams. So if two teams out of hundreds, uh, are, are the competitive element, we are largely aligned. And they're part of data cloud. >>Yeah. I mean, you, your customers consume a lot of compute and storage for, >>For a lot. Yes. >>AWS and, and also, you know, increasingly Azure and, and Google. I mean, it's, um, pretty amazing times, uh, Christian, I want to ask you about, um, couple of terms. Uh, one term that came up a couple of times today in Frank's keynote, he said, I'm not gonna call it a data mesh out kind of out of respect for the purists, which is cool, I thought, but then you had a customer stand up Geico and said, we're building a data. Mesh JPMC is, is speaking at this event, building a data mesh. And I look at things through that prism and say, okay, data mesh is about, you know, decentralization. Some, I I'd be curious as to whether or not you tick that box, but it's about building data products. It's about, uh, uh, self-service infrastructure. And it's about automated computational governance. You are actually tipping a lot of the ticking, a lot of those boxes and, and Mike, I guess the big one is, are, are you building a bigger walled garden? But I, I think you would say, no, it's a, it's a giant distributed network, but, but what, what, what do you say to that? We, >>The latter, the latter, yeah, giant distributed, open cloud and open in the sense that we want anyone to plug in and, and someone can say, well, but I cannot read your file formats. Sure. You can with what we announced today, but it's not about that. Our APIs are open. We have rest APIs. We have JDC ODC, probably most popular interfaces ever. Um, and we want everyone to be part of it. If anything, there's lots of areas that we would not want to go into ourselves cause we want partners and customers to go in there. So, no, we we're looking at a very broad ecosystem. We win based on the value created on top of the platform. Yeah. >>And I makes total sense to me. I mean, I think the imaculate conception of data mesh might be a purely open source version of snowflake. I just don't see that happening anytime soon. And so I, I think you're gonna, you are, I wrote about this creating a defacto standard and >>Exactly, and, and I don't like to get into the terminology that, oh, is the data measure? Not, no go look at the concepts like people used to say, but snowflake is not a data lake. Okay. What is the data lake? It's just a pattern. And if you follow the pattern and you can do it, that's fine. Then there's the, uh, emotional quasi-religious overlay open versus not, I think that's a choice. Not necessarily the concept, >>It's a moving target. I mean, I Unix used to be open. You know, that was the, I agree. Now, the reason why I do think the data mesh conversation is important is because Shaak Dani, when she defined data mesh, she pointed out in my view. Anyway, the problems of getting value outta data is that you go through these hyper specialized teams and they're they're blockers in the organization. And I think you in many respects are attacking that. And it's an organizational issue. >>The, the insights in the pattern are a hundred percent value and aligned with what we do, which is they, you want some amount of centralization, some amount of decentralization living in harmony. Uh, yeah. I have no problem with, with terminology. >>And the governance piece is, is, is massive. Especially it's the, the picture's becoming much more clear. Um, whatever's in the data cloud is a first class citizen, right? And you give all these wonderful benefits. I mean, the interesting thing, what you're doing with Dell and, and pure, I, I asked you that on the analyst call, it's a start. You know, I, I, I mean, >>And I said it briefly in, in, in the keynote this morning, we're publishing a set of standard conformance tests. So any storage system can plug into data cloud. >>Yeah. >>And by the way, it's based on S three APIs, another defect of standard. Like it's not a standard, but everyone is emulating that. And we're plugging >>Into that. Yeah. Nobody's complaining against, against S3 API >>About it is a, oh, it's not a Apache project. We shouldn't, who cares. Everyone has standard horizon net. That's it? >>Well, we've seen the mistakes of the past with this. I mean, look at, look at Hadoop, right? There was this huge battle between, you know, Cloudera and Horton works and map, oh, map bar is proprietary. Oh, Horton works is purely open. Cloudera is open. They're, they're all gone now. I mean, not gone, but they're just, they didn't have it. Right. You know, they, they got unfocused. I go back to Frank's book. They were trying to do too much to, to too many of those, the, the, the zoo animals and you can't fund it all >>To be effective for us. It's very important. I can give you, I don't know, 20 announcements or 50 announcements from the conference, but they're all going a singular goal. And it's, this do not trade off governance of data with the ability to get value out of data. That's everything we do. >>And that's critical for every company in every industry these days that has to be a data company to be, to survive, to be competitive, to be able to extract value from data. If data's currency, how do I leverage a tool like snowflake to be able to extract insights from it that I can act on and create value for my organization, Geico was on stage this morning. Everyone knows Geico and their beloved, um, gecko. Yeah. Is there another customer that you had that you think really articulates the value of the data cloud and to Dave's point how snowflake is becoming that defacto standard data platform? >>Well, we had Goldman Goldman Sachs on stage as well today. And he, he, he, he mentioned it that people think of Goldman as investment banking and all of that, but no, at the heart of what they do, there's a lot of data. And how do they make better decisions? So I think we could run through 20 different examples cuz your premise is the most important. Everything is a data problem. If it is not a data problem, you're not collecting the right data and getting the sense that you could be getting. >>These guys are public, right. >>Adobe. >>Yeah. Right. Adobe's doing it. Yeah. I dunno if the other one is, I don't wanna say, I'll have to ask you off camera, but the other financial firm building a super cloud, right. <laugh> yeah. I call it super cloud. So let be taking advantage of uni store. Yeah. To bring different data types in and monetize it. That's to me, that's the future of data. That's that's been the holy grail, right. >>We, we tried to emphasize that this is, is not a, Hey six, six months ago. We decided to do this. No, this is years in the making mm-hmm <affirmative>, which is why we were so excited to finally share it. Cuz you don't wanna say three years from now, we're gonna have something. No, it was the, now we have it. We have it in preview and it's working at it is as close to the holy grail as it gets. >>Yeah. I mean, look, pressure's on Kristin. Let's face it. Enterprise data warehouse failed to live up to the promises. Uh, certainly the data lakes fail to deliver master data management, all that's a Hadoop, all that stuff. There was a lot of hype around that. And a lot of us got really excited. Me included and then customers spent and they were underwhelmed. Yeah. So you know, you, you, you gotta deliver, you say it, you gotta do it. >>And correct. And then the, the other thing is I would say all of those waves of technology, there was no real better choice. >>Right. They added value. I wouldn't >>Debate that. You have to give it a shot. Like when you've bought 20 different appliances and you have all these silos and someone sells you, Hey, Hadoop will unify it. It sounds good. Just didn't do it. >>Yeah. And no debate that it brought some value for those that were agree. Sophisticated enough to deploy it. And I agree. Yeah. But, but this is a whole different ball game. >>Oh, everything we want to do is democratize and simplify mm-hmm <affirmative> yeah. We could go build something that I don't know. 10 companies in the world could use. That's not the sweet spot. Like how do we advance like the, the state of value generation in the world? That's the scale that we're talking about is go make it easy, accessible for everyone. >>Governed >>Governance and imperative this these days it's law. Yes. So >>Yeah, you have to, but it's not, it's, that's a, that's a ch really difficult challenge to create what I'll call automated or computational governance in a federated manner. That's not trivial. >>And that's our thesis. Everything we're doing is snow park, big announcement today. Python. I I've had people tell me well, but Python should be easy to host the Python run time. Like you can do it. Like I think in a week it took us years. Why? Oh, secure. Oh, details a lot. And <inaudible> mentioned it like securing. That is no easy, uh, feed >>Christian. Thank you so much for joining Dave and me bringing your energy from the keynote stage to the cube, set, breaking down some of the major announcements that have come out today. There's no doubt that the flywheel of innovation at snowflake is alive well and moving quickly, >>Innovation is, uh, at an all time hat snowflake. Thank you for having me. All >>Right. Our pleasure Christian from our guest, Dave ante, Lisa Martin here live in Las Vegas at Caesar's forum covering snowflake summit 22. We right back with our next guest.
SUMMARY :
Thank you so much for joining us on the queue today. of the announcements jam packed. Uh, we were over the moon excited to share the massive growth in customers, the massive growth in growth in customers with over 1 million not miss a beat the moment that we said, Hey, let's all start doing zoom based calls. eh, I don't know about it on the surface, but it has the biggest potential to stack over here, the database is kind of here and then you have the analytics A lot of what you see in the open formats is Like any cloud player, you have to bring open source tools in and make them available for your application developers. is a lot of complexity for you to know what's where with uni store, bank account, not having enough balance that counts as go wrong and the transactions the business impact of what you're doing is to sort of simplify that process. infrastructure as opposed to what are the business problems for a Frank who reference Just so if I may, so mission alignment, you know, you always hear about technology companies that, the financial services cloud, it comes with data providers that help you achieve I always love that when I hear cultural alignment with organizations, but as you just said, is part of ed that the marketplace business development team is organized like that. it was really IPO, but also the data cloud concept, you sort of laid that vision out. where you're And all that we did today is expand what that content can be. So what is impressive to me is that you guys wouldn't couldn't have a company without the I, I, I love that you called out that running on all clouds is not what we do right. Uh, but at the same time, they, the, as you get into the develop, And I can tell you it's really difficult because we go for you guys, huge And can we amortize it on behalf of all of our customers? And then if you don't have the scale and you don't have the engineering resources, I, I love that you compare it to mobile apps. Not, not the phone, but the super cloud. And you see that and it used to be, oh, how is, how is AWS gonna compete with snowflake creating so much opportunity that we're more aligned than not. And a lot of what we wanna deliver to our customers is choice around machine learning, For a lot. I guess the big one is, are, are you building a bigger walled garden? The latter, the latter, yeah, giant distributed, open cloud and open in the sense that we And I makes total sense to me. And if you follow the pattern and you can do it, that's fine. And I think you in many respects are attacking that. The, the insights in the pattern are a hundred percent value and aligned with what we do, I mean, the interesting thing, what you're doing with Dell and, And I said it briefly in, in, in the keynote this morning, And by the way, it's based on S three APIs, another defect of standard. Into that. About it is a, oh, it's not a Apache project. There was this huge battle between, you know, Cloudera and Horton works and map, And it's, this do had that you think really articulates the value of the data cloud and to Dave's point how getting the sense that you could be getting. I dunno if the other one is, I don't wanna say, I'll have to ask you off camera, it. Cuz you don't wanna say three years from now, we're gonna have something. So you know, you, you, you gotta deliver, And then the, the other thing is I would say all of those waves of technology, there was I wouldn't You have to give it a shot. And I agree. That's the scale that we're talking about is go make it easy, accessible for So Yeah, you have to, but it's not, it's, that's a, that's a ch really difficult challenge to create what Like you can do it. There's no doubt that the flywheel of innovation at snowflake is alive well and moving quickly, Thank you for having me. We right back with our next
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Bassam Tabbara, Upbound | Kubecon + Cloudnativecon Europe 2022
>>The queue presents Coon and cloud native con Europe, 2022, brought to you by red hat, the cloud native computing foundation and its ecosystem partners. >>Welcome to Licia Spain, a Coon cloud native con Europe, 2022. I'm your host, Keith Townson, along with Paul Gillon senior editor, enterprise architecture for Silicon angle. Paul, we're gonna talk to some amazing people this week. Coon, what the energy here, what, what, what, what would you say about >>It? I'd say it's reminiscent of, of early year, uh, early stage conferences I've seen with other technologies. There is a lot of startup activity. Here's a lot of money in the market, despite the sell off in the stock market lately. Uh, a lot of anticipation that there are, there could be big exits. There could be big things ahead for these companies. You don't see that when you go to the big established conferences, uh, you see just, uh, anticipation here that I don't think you see, uh, you you'll see maybe in a couple years, so it's fun to be here right now. I'm sure it'll be a very different experience in two or three years. >>So welcome to our guest cube alum. Batam Tobar the founder and CEO of Upbound. Welcome back. >>Thank you. Yeah, pleasure to be on, on the show again. >>So Paul, tell us the we're in this phase of migrations and, and moving to cloud native stacks. Are we another replatforming generation? I mean, we've done, the enterprise has done this, you know, time and time again, whether it's from Java to.net or do net to Java or from bare metal to VMs, but are we in another age of replatforming? >>You know, it's interesting. Every company has now become a tech company and every tech company needs to build a very model, you know, modern digital platform for them to actually run their business. And if they don't do that, then they'll probably be out of business. And, um, it is interesting to think about how companies are platforming and replatforming. Like, you know, as you said, just a, a few years back, you know, we were on people using cloud Foundry or using Heroku, you hear Heroku a lot, or, you know, now it's cloud native and Kubernetes and, and it, it begs the question, you know, is this the end? That to your point, is this, you know, do we have a, you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform that, that people are building, >>There's never a last platform, right? There's always something around the core. The question is, is Kubernetes Linux, or is it windows? >>That, that's a good question. Um, it's more like more like Linux. I think, um, you know, the, you know, you've heard this before, but people talk about Kubernetes as a platform off platforms. Um, you can use it to build other platforms and if you know what you're doing, you can probably put, assemble a set of pieces around it and arrive at something that looks and can work for your business, but it requires a ton of talent. It requires a lot of people that actually can act, you know, know how to put this stick together to, to work for your business. It is, there's not a lot of guidance. I, we were, I think we were chatting earlier about the CSCF landscape and, and, um, how there are all these different projects and companies around it, but, but they don't come together in meaningful ways that you have, they act the enterprise itself has to figure out how to bring them together. Right. And that's the combination of what they do there organically or not is their platform. Right. And that changes. It can change over time. >>Do you think they really do. They really want to put these things together? I mean, there's, that's not what enterprise is like to do. They want to find someone who's gonna come in and, uh, turnkey do it all for them. >>Yeah. And, and if there was, this is the, this is the things like EV every week now you hear about another platform that says, this is the new Heroku. This is the new cloud Foundry, this replaces every, you know, some vendor has, and you can see them all around here. You know, companies that are basically selling platform solutions, um, that do put 'em together. And the problem with it is that you typically outgrow these, like you are, um, it might solve 80% of the use cases you care about, but the other 20% are not represented. And so you end up outgrowing the platform itself, right? And the, the choice has been mostly around, you know, do you buy something off the shelf that solves 80% of your use cases, or do you build something on your own? And then you have to spend all your resources actually going through and building all of it. And that's been the dilemma, you know, people who talk about this as a platform dilemma, but it's been, it's been the way for a long time. Like you, every, we go through this cycle every few years and, you know, people end up essentially oscillating between buying something off the, you know, that's off the shelf or building it, building it themselves. >>So what's the payoff. If I'm a CIO and I'm looking at the landscape, I don't need to understand, you know, I don't know to know what a pod is to know that looking at 200 plus projects in co and at, in cloud native, uh, foundation and the bevy of, of co-located projects and, and conferences before they, even the start of this, what's the payoff >>Increasing the pace of innovation. I mean, that literally is when we talk to customers, they all say roughly the same thing. They want something that works for their business. They want something that helps them take their, you know, line of business applications to production in a much quicker way, lets them innovate, lets them create higher engineers that can, don't have to understand everything about every system, but can actually specialize and focus on the, the parts that they sh they care about. Um, but it's all in the context of, you know, people want to be able to innovate at a very high pace, otherwise they get disrupted. >>So I was at the, you know, my favorite part of, of Coon in general is the hallway track and talking to people on the ground, doing cool things. I was talking to a engineer who was able to take their Java, stack their, their, uh, net stack and start to create APIs between and break 'em into microservices. Now teams are working across from one another realizing that, that, that promise of innovation, but that was the end point. They they're there. Yeah. As companies are thinking about replatforming where like, where do we start? I mean, looking at the, the CNCF, the, the map and it's 200 plus projects, where do I start? >>Do you typically today start with Kubernetes and, and um, a lot of companies have now deployed Kubernetes to production as a container orchestrator, whether they're going through a vendor or not, but now you are seeing all the things around it, whether it's C I C D or GI ops that they're looking at, you know, or the starting to build consoles around, you know, their, their platforms or looking at managing more than just containers. And that's a theme that, you know, we're seeing a lot now, people want, people want to actually bring this modern stack to manage, not just container workloads, but start looking at databases and cloud workloads and everything else that they're doing around it. Honestly, everybody's trying to do the same thing. They're trying to arrive at a single point of control, a single, you know, a platform that can do it all that they can centralize policy centralized controls to compliance governance, cost controls, and then expose a self-service experience to developers. Like they're all trying to build what we probably call an internal cloud platform. They don't know, they talk about it in different ways, but almost everyone is trying to build some internal platform that sits on top of, on premises. And on top of cloud, depending on their scenarios, >>You make an interesting point, which is that everyone here is to some extent trying to do the same thing. And there's fine points of granularity between now they're approaching it as you walk around this floor. Do you understand what all of these companies are doing? >>I'm not sure I understand all of them, but I, I do. I do recognize a lot of them. Yes. >>And in terms of your approach, you, you use the term control plane, uh, what is distinctive about your approach? >>Very good question. So, you know, we, we end up out take a, um, we we're trying to solve, uh, this problem as well. We're trying to help people build their own platforms. Um, but let me, let me, you know, there's a lot to it. So let me actually step back and talk about the architecture of this. But if you were to look at any cloud platform, let's take the largest one. AWS, if you peek behind the scenes at AWS, you know, um, it's basically a set of independent services, EC two S3 databases, et cetera, um, that are, you know, essentially working on different parts of, you know, like offer completely different pricing, different services, et cetera. They come together because they all integrate into a control plan. >>It's the thing that serves an API. It's the thing that gives it all a common field. It's where you do access control. It's where you do, um, billing, metering, cost control policy, et cetera. Right? And so our realization was if the enterprises are platforming and replatforming, why shouldn't they build their platform in the same way that the cloud vendors build theirs? And so we started this project almost four years ago, now three and a half years, um, called cross plain, which is a, essentially an open source control plane that can become the integration point for all services. And essentially gives you a universal control plane for cloud. >>So you mentioned the idea of the orchestrating or managing stuff other than containers, as I think about companies that built amazing platforms, enterprise companies, building amazing applications on AWS 10 years ago, and they're adopting the AWS control plane. And now I'm looking at Kubernetes is Kubernetes the way to multi-cloud to be able to control those discrete applic, uh, services in a AWS or Google cloud Azure or Oracle cloud is cetera. >>We kind of have the tease it, the parts. So there are really two parts to Kubernetes and everybody thinks of Kubernetes as a container orchestration platform. Right? And, um, you know, there is a sense that people say, if I was to run Kubernetes on everywhere and can build everything on top of containers, that I get some kind of portability across clouds, right. That I can put things in containers. And then they magically run, you know, in different environments. Um, in reality, what we've seen is not everything fits in containers. It's not gonna be the world is not gonna look like containers on the bottom. Everything else is on top. Instead, what we're gonna see is essentially a set of services that people are using across the different vendors. So if you look at like, you could be at AWS shop primarily, but I bet you're using confluent or elastic or data breaks or snowflake or Mongo or other services. >>I bet you're using things that are on premises, right? And so when you look at that and you say to build my platform as an enterprise, I have to consume services from multiple vendors. Even it's just one major cloud vendor, but I'm consuming services from others. How do I bring them together in meaningful ways so that I can, you know, build my platform on top of the collection of them and offer something that my developers can consume. And self-service on. That's not a, that's not just containers. What's interesting though, is if you look at Kubernetes and, you know, look inside it, Kubernetes built a control plane. That's actually quite useful and applicable outside of container scenarios. So this whole notion of CRDs and controllers, if you've heard that term, um, the ability, you know, like there are two parts to Kubernetes, there is the control plane, and then there's the container container, uh, workloads and the control plane is generic. >>It could be used literally across, you know, you can use it to manage things that are completely outside of container workloads. And that's what we did with cross plain. We took the control plane of Kubernetes and then built bindings providers that connected to AWS, to Google, to Azure, to digital ocean, to all these different environments. So you can bring the way of managing, you know, the style of managing that Kubernetes invented to more than just containers. You can now manage cloud services, using the same approach that you are now using with Kubernetes and using the entire ecosystem of tooling around it. >>Enterprise have been under pressure replatform for a long time. It was first go to Unix then to Linux and virtualize then to move to the cloud. Now, Kubernetes, do you think that this is the stack that enterprises can finally commit to? >>I think if you take the orientation of your deploying a control plane within your enterprise, that is extensible, that enables you to actually connect it to all the things that are under your domain, um, that that actually can be a Futureproof way of doing a platform. And, you know, if you look at the largest cloud platforms, AWS has been around for at least 15 years now, uh, and they really haven't changed the architecture of AWS significantly. It's still a control plane, a set of control planes that are managing services. >>It's a legacy >>They've added a lot of services. They've have a ton of diversity. They've added so many different things, but the architecture is still a hub and spoke that they've built, right? And if the enterprise can take the same orientation, put a control plane, let it manage all the things that are, you know, about today, arrive at a single point of control, have a single point where you can enforce policy compliance, cost controls, et cetera, mm-hmm <affirmative>, and then expose a self-service experience to your developers that actually can become future proof. >>So we've heard this promise before the cloud of clouds, basically. Yes, the, the, to be able to manage everything, what we find is the devils in the details. The being able to say, you know, a load balancer issuing a, a command to, to deploy a load balancer in AWS is different than it is in Azure, which is different than it is in GCP. How do, how do enterprises know that we can talk to a single control plane to do that? I mean, that just seems extremely difficult to manage. Oh >>Yeah. That, um, the approach is not, you're not trying to create a lowest common denominator between clouds. That's a really, really hard problem. And in fact, you get relegated to just using this, you know, really shallow features of each, if you're, if you're gonna do that, like your, your example of load balancers, load balances look completely different between between cloud vendors. Um, the approach that we kind of advocate for is that you shouldn't think of them as you shouldn't try to unify them in a way that makes them, you know, there's a, uh, there's a global abstraction that says, oh, there's a load balancer. And it somehow magically works across the different cloud vendors. I think that's a really, really hard thing to say, to do as you point out. However, if you bring them all under a same control plane, As different as they are, you're able to now apply policies. You're able to set cost controls. You're able to expose a self-service experience on top of them, even, even if they are very different. And that's, that's something that I think is, you know, been hard to do in the past. >>So BAAM, we'll love to dig deeper into this in future segments. And I'm gonna take a look at the, the, the product and project <laugh> and see where you folks land in this conversation from Valencia Spain, I'm Keith towns. And along with Paul Gillon, and you're watching the leader in high tech.
SUMMARY :
The queue presents Coon and cloud native con Europe, 2022, brought to you by red hat, what would you say about You don't see that when you go to the big established conferences, uh, you see just, uh, Batam Tobar the founder and CEO of Yeah, pleasure to be on, on the show again. I mean, we've done, the enterprise has done this, you know, time and time again, whether it's from Java to.net you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform There's always something around the core. requires a lot of people that actually can act, you know, know how to put this stick together to, Do you think they really do. And that's been the dilemma, you know, people who talk about this as a you know, I don't know to know what a pod is to know that looking at 200 plus Um, but it's all in the context of, you know, So I was at the, you know, my favorite part of, of Coon in general is the I C D or GI ops that they're looking at, you know, or the starting to build consoles And there's fine points of granularity between now they're approaching it as you walk around I do recognize a lot of them. Um, but let me, let me, you know, there's a lot to it. And essentially gives you a universal control So you mentioned the idea of the orchestrating or managing stuff So if you look at like, you could be at AWS shop primarily, And so when you look at that and you say to It could be used literally across, you know, you can use it to manage things that are completely Now, Kubernetes, do you think that this is the stack And, you know, if you look at the largest cloud platforms, let it manage all the things that are, you know, about today, arrive at a single point of control, The being able to say, you know, a load balancer issuing a, a command to, And that's, that's something that I think is, you know, been hard to do in the past. the, the product and project <laugh> and see where you folks land
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Dave Cope, Spectro Cloud | Kubecon + Cloudnativecon Europe 2022
(upbeat music) >> theCUBE presents KubeCon and CloudNativeCon Europe 22, brought to you by the Cloud Native Computing Foundation. >> Valencia, Spain, a KubeCon, CloudNativeCon Europe 2022. I'm Keith Towns along with Paul Gillon, Senior Editor Enterprise Architecture for Silicon Angle. Welcome Paul. >> Thank you Keith, pleasure to work with you. >> We're going to have some amazing people this week. I think I saw stat this morning, 65% of the attendees, 7,500 folks. First time KubeCon attendees, is this your first conference? >> It is my first KubeCon and it is amazing to see how many people are here and to think of just a couple of years ago, three years ago, we were still talking about, what the Cloud was, what the Cloud was going to do and how we were going to integrate multiple Clouds. And now we have this whole new framework for computing that is just rifled out of nowhere. And as we can see by the number of people who are here this has become the dominant trend in Enterprise Architecture right now how to adopt Kubernetes and containers, build microservices based applications, and really get to that transparent Cloud that has been so elusive. >> It has been elusive. And we are seeing vendors from startups with just a few dozen people, to some of the traditional players we see in the enterprise space with 1000s of employees looking to capture kind of lightning in a bottle so to speak, this elusive concept of multicloud. >> And what we're seeing here is very typical of an early stage conference. I've seen many times over the years where the floor is really dominated by companies, frankly, I've never heard of that. The many of them are only two or three years old, you don't see the big dominant computing players with the presence here that these smaller companies have. That's very typical. We saw that in the PC age, we saw it in the early days of Unix and it's happening again. And what will happen over time is that a lot of these companies will be acquired, there'll be some consolidation. And the nature of this show will change, I think dramatically over the next couple or three years but there is an excitement and an energy in this auditorium today that is really a lot of fun and very reminiscent of other new technologies just as they requested. >> Well, speaking of new technologies, we have Dave Cole, CRO, Chief Revenue Officer. >> That's right. >> Chief Marketing Officer of Spectrum Cloud. Welcome to the show. >> Thank you. It's great to be here. >> So let's talk about this big ecosystem, Kubernetes. >> Yes. >> Solve problem? >> Well the dream is... Well, first of all applications are really the lifeblood of a company, whether it's our phone or whether it's a big company trying to connect with its customers about applications. And so the whole idea today is how do I build these applications to build that tight relationship with my customers? And how do I reinvent these applications rapidly in along comes containerization which helps you innovate more quickly? And certainly a dominant technology there is Kubernetes. And the question is, how do you get Kubernetes to help you build applications that can be born anywhere and live anywhere and take advantage of the places that it's running? Because everywhere has pluses and minuses. >> So you know what, the promise of Kubernetes from when I first read about it years ago is, runs on my laptop? >> Yeah. >> I can push it to any Cloud, any platforms. >> That's right, that's right. >> Where's the gap? Where are we in that phase? Like talk to me about scale? Is it that simple? >> Well, that is actually the problem is that today, while the technology is the dominant containerization technology in orchestration technology, it really still takes a power user, it really hasn't been very approachable to the masses. And so was these very expensive highly skilled resources that sit in a dark corner that have focused on Kubernetes, but that now is trying to evolve to make it more accessible to the masses. It's not about sort of hand wiring together, what is a typical 20 layer stack, to really manage Kubernetes and then have your engineers manually can reconfigure it and make sure everything works together. Now it's about how do I create these stacks, make it easy to deploy and manage at scale? So we've gone from sort of DIY Developer Centric to all right, now how do I manage this at scale? >> Now this is a point that is important, I think is often overlooked. This is not just about Kubernetes. This is about a whole stack of Cloud Native Technologies. And you who is going to integrate that all that stuff, piece that stuff together? Obviously, you have a role in that. But in the enterprise, what is the awareness level of how complex this stack is and how difficult it is to assemble? >> We see a recognition of that we've had developers working on Kubernetes and applications, but now when we say, how do we weave it into our production environments? How do we ensure things like scalability and governance? How do we have this sort of interesting mix of innovation, flexibility, but with control? And that's sort of an interesting combination where you want developers to be able to run fast and use the latest tools, but you need to create these guardrails to deploy it at scale. >> So where do the developers fit in that operation stack then? Is Kubernetes an AIOps or an ops task or is it sort of a shared task across the development spectrum? >> Well, I think there's a desire to allow application developers to just focus on the application and have a Kubernetes related technology that ensures that all of the infrastructure and related application services are just there to support them. And because the typical stack from the operating system to the application can be up to 20 different layers, components, you just want all those components to work together, you don't want application developers to worry about those things. And the latest technologies like Spectra Cloud there's others are making that easy application engineers focus on their apps, all of the infrastructure and the services are taken care of. And those apps can then live natively on any environment. >> So help paint this picture for us. I get AKS, EKS, Anthos, all of these distributions OpenShift, the Tanzu, where's Spectra Cloud helping me to kind of cobble together all these different distros, I thought distro was the thing just like Linux has different distros, Randy said different distros. >> That actually is the irony, is that sort of the age of debating the distros largely is over. There are a lot of distros and if you look at them there are largely shades of gray in being different from each other. But the Kubernetes distribution is just one element of like 20 elements that all have to work together. So right now what's happening is that it's not about the distribution it's now how do I again, sorry to repeat myself, but move this into scale? How do I move it into deploy at scale to be able to manage ongoing at scale to be able to innovate at-scale, to allow engineers as I said, use the coolest tools but still have technical guardrails that the enterprise knows, they'll be in control of. >> What does at-scale mean to the enterprise customers you're talking to now? What do they mean when they say that? >> Well, I think it's interesting because we think scale's different because we've all been in the industry and it's frankly, sort of boring old word. But today it means different things, like how do I automate the deployment at-scale? How do I be able to make it really easy to provision resources for applications on any environment, from either a virtualized or bare metal data center, Cloud, or today Edge is really big, where people are trying to push applications out to be closer to the source of the data. And so you want to be able to deploy it-scale, you want to manage at-scale, you want to make it easy to, as I said earlier, allow application developers to build their applications, but ITOps wants the ability to ensure security and governance and all of that. And then finally innovate at-scale. If you look at this show, it's interesting, three years ago when we started Spectra Cloud, there are about 1400 businesses or technologies in the Kubernetes ecosystem, today there's over 1800 and all of these technologies made up of open source and commercial all version in a different rates, it becomes an insurmountable problem, unless you can set those guardrails sort of that balance between flexibility, control, let developers access the technologies. But again, manage it as a part of your normal processes of a scaled operation. >> So Dave, I'm a little challenged here, because I'm hearing two where I typically consider conflicting terms. Flexibility, control. >> Yes. >> In order to achieve control, I need complexity, in order to choose flexibility, I need t-shirt, one t-shirt fits all and I get simplicity. How can I get both that just doesn't compute. >> Well, that's the opportunity and the challenge at the same time. So you're right. So developers want choice, good developers want the ability to choose the latest technology so they can innovate rapidly. And yet ITOps, wants to be able to make sure that there are guardrails. And so with some of today's technologies, like Spectra Cloud, it is, you have the ability to get both. We actually worked with dimensional research, and we sponsor an annual state of Kubernetes survey. We found this last summer, that two out of three IT executives said, you could not have both flexibility and control together, but in fact they want it. And so it is this interesting balance, how do I give engineers the ability to get anything they want, but ITOps the ability to establish control. And that's why Kubernetes is really at its next inflection point. Whereas I mentioned, it's not debates about the distro or DIY projects. It's not big incumbents creating siloed Kubernetes solutions, but in fact it's about allowing all these technologies to work together and be able to establish these controls. And that's really where the industry is today. >> Enterprise , enterprise CIOs, do not typically like to take chances. Now we were talking about the growth in the market that you described from 1400, 1800 vendors, most of these companies, very small startups, our enterprises are you seeing them willing to take a leap with these unproven companies? Or are they holding back and waiting for the IBMs, the HPS, the MicrosoftS to come in with the VMwares with whatever they solution they have? >> I think so. I mean, we sell to the global 2000. We had yesterday, as a part of Edge day here at the event, we had GE Healthcare as one of our customers telling their story, and they're a market share leader in medical imaging equipment, X-rays, MRIs, CAT scans, and they're starting to treat those as Edge devices. And so here is a very large established company, a leader in their industry, working with people like Spectra Cloud, realizing that Kubernetes is interesting technology. The Edge is an interesting thought but how do I marry the two together? So we are seeing large corporations seeing so much of an opportunity that they're working with the smaller companies, the latest technology. >> So let's talk about the Edge a little, you kind of opened it up there. How should customers think about the Edge versus the Cloud Data Center or even bare metal? >> Actually it's a... Well bare metal is fairly easy is that many people are looking to reduce some of the overhead or inefficiencies of the virtualized environment. But we've had really sort of parallel little white tornadoes, we've had bare metal as infrastructure that's been developing, and then we've had orchestration developing but they haven't really come together very well. Lately, we're finally starting to see that come together. Spectra Cloud contributed to open source a metal as a service technology that finally brings these two worlds together, making bare metal much more approachable to the enterprise. Edge is interesting, because it seems pretty obvious, you want to push your application out closer to your source of data, whether it's AI inferencing, or IoT or anything like that, you don't want to worry about intermittent connectivity or latency or anything like that. But people have wanted to be able to treat the Edge as if it's almost like a Cloud, where all I worry about is the app. So really, the Edge to us is just the next extension in a multi-Cloud sort of motif where I want these Edge devices to require low IT resources, to automate the provisioning, automate the ongoing version management, patch management, really act like a Cloud. And we're seeing this as very popular now. And I just used the GE Healthcare example of that, imagine a CAT scan machine, I'm making this part up in China and that's just an Edge device and it's doing medical imagery which is very intense in terms of data, you want to be able to process it quickly and accurately, as close to the endpoint, the healthcare provider is possible. >> So let's talk about that in some level of details, we think about kind of Edge and these fixed devices such as imaging device, are we putting agents on there, or we looking at something talking back to the Cloud? Where does special Cloud inject and help make that simple, that problem of just having dispersed endpoints all over the world simpler? >> Sure. Well we announced our Edge Kubernetes, Edge solution at a big medical conference called HIMMS, months ago. And what we allow you to do is we allow the application engineers to develop their application, and then you can de you can design this declarative model this cluster API, but beyond Cluster profile which determines which additional application services you need and the Edge device, all the person has to do with the endpoint is plug in the power, plug in the communications, it registers the Edge device, it automates the deployment of the full stack and then it does the ongoing versioning and patch management, sort of a self-driving Edge device running Kubernetes. And we make it just very easy. No IT resources required at the endpoint, no expensive field engineering resources to go to these endpoints twice a year to apply new patches and things like that, all automated. >> But there's so many different types of Edge devices with different capabilities, different operating systems, some have no operating system. I mean that seems, like a much more complex environment, just calling it the Edge is simple, but what you're really talking about is 1000s of different devices, that you have to run your applications on how are you dealing with that? >> So one of the ways is that we're really unbiased. In other words, we're OS and distro agnostic. So we don't want to debate about which distribution you like, we don't want to debate about which OS you want to use. The truth is, you're right. There's different environments and different choices that you'll want to make. And so the key is, how do you incorporate those and also recognize everything beyond those, OS and Kubernetes and all of that and manage that full stack. So that's what we do, is we allow you to choose which tools you want to use and let it be deployed and managed on any environment. >> And who's... >> So... >> I'm sorry Keith, who's responsible for making Kubernetes run on the Edge device. >> We do. We provision the entire stack. I mean, of course the company does using our product, but we provision the entire Kubernetes infrastructure stack, all the application services and the application itself on that device. >> So I would love to dig into like where pods happen and all that. But, provisioning is getting to the point that is a solve problem. Day two. >> Yes. >> Like you just mentioned HIMMS, highly regulated environments. How does Spectra Cloud helping with configuration management, change control, audit, compliance, et cetera, the hard stuff. >> Yep. And one of the things we do, you bring up a good point is we manage the full life cycle from day zero, which is sort of create, deploy, all the way to day two, which is about access control, security, it's about ongoing versioning in a patch management. It's all of that built into the platform. But you're right, like the medical industry has a lot of regulations. And so you need to be able to make sure that everything works, it's always up to the latest level have the highest level of security. And so all that's built into the platform. It's not just a fire and forget it really is about that full life cycle of deploying, managing on an ongoing basis. >> Well, Dave, I'd love to go into a great deal of detail with you about kind of this day two ops and I think we'll be covering a lot more of that topic, Paul, throughout the week, as we talk about just as we've gotten past, how do I deploy Kubernetes pod, to how do I actually operate IT? >> Absolutely, absolutely. The devil is in the details as they say. >> Well, and also too, you have to recognize that the Edge has some very unique requirements, you want very small form factors, typically, you want low IT resources, it has to be sort of zero touch or low touch because if you're a large food provider with 20,000 store locations, you don't want to send out field engineers two or three times a year to update them. So it really is an interesting beast and we have some exciting technology and people like GE are using that. >> Well, Dave, thanks a lot for coming on theCUBE, you're now KubeCon, you've not been on before? >> I have actually, yes its... But I always enjoy it. >> Great conversation. From Valencia, Spain. I'm Keith Towns, along with Paul Gillon and you're watching theCUBE, the leader in high tech coverage. (upbeat music)
SUMMARY :
brought to you by the Cloud I'm Keith Towns along with Paul Gillon, pleasure to work with you. of the attendees, and it is amazing to see kind of lightning in a bottle so to speak, And the nature of this show will change, we have Dave Cole, Welcome to the show. It's great to be here. So let's talk about this big ecosystem, and take advantage of the I can push it to any approachable to the masses. and how difficult it is to assemble? to be able to run fast and the services are taken care of. OpenShift, the Tanzu, is that sort of the age And so you want to be So Dave, I'm a little challenged here, in order to choose the ability to get anything they want, the MicrosoftS to come in with the VMwares and they're starting to So let's talk about the Edge a little, So really, the Edge to us all the person has to do with the endpoint that you have to run your applications on OS and Kubernetes and all of that run on the Edge device. and the application itself on that device. is getting to the point the hard stuff. It's all of that built into the platform. The devil is in the details as they say. it has to be sort of But I always enjoy it. the leader
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Bassam Tabbara, Upbound | Kubecon + Cloudnativecon Europe 2022
>>The cube presents, Coon and cloud native con Europe 22 brought to you by the cloud native computing foundation. >>Welcome to Licia Spain in Coon cloud native con Europe, 2022. I'm your host, Keith Townson, along with Paul Gillon senior editor, enterprise architecture for Silicon angle. Paul, we're gonna talk to some amazing people this week. Coon, what the energy here, what, what, what would you say about >>It? I'd say it's reminiscent of, of early year, early stage conferences I've seen with other technologies. There is a lot of startup activity. Here's a lot of money in the market, despite the selloff in the stock market lately, a lot of anticipation that there are, there could be big exits. There could be big things ahead for these companies. You don't see that when you go to the big established conferences, you see just anticipation here that I don't think you see you you'll see maybe in a couple of years. So it's fun to be here right now. I'm sure it'll be a very different experience in two or three years. >>So welcome to our guest Q alum. BAAM Tobar the founder and CEO of Upbound. Welcome back. >>Thank you. Yeah, pleasure to be on, on the show again. >>So Paul, tell us the we're in this phase of migrations and, and moving to cloud native stacks. Are we another re-platforming generation? I mean, we've done, the enterprise has done this, you know, time and time again, and whether it's from Java to.net or net to Java or from bare metal to VMs, but are we in another age of replatforming? >>You know, it's interesting. Every company has now become a tech company and every tech company needs to build a very model, you know, modern digital platform for them to actually run their business. And if they don't do that, then they'll probably be out of business. And it is interesting to think about how companies are platforming and replatforming. Like, you know, as you said, just a, a few years back, you know, we were on people using cloud Foundry or using Heroku, you hear Heroku a lot, or, you know, now it's cloud native and Kubernetes and, and it, it begs the question, you know, is this the end that the tr point is this, you know, do we have a, you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform that, that people are building, >>There's never a last platform, right? There's always something around the core. The question is, is Kubernetes Linux, or is it windows? >>That, that's a good question. It's more like more like Linux. I think, you know, the, you know, you've heard this before, but people talk about Kubernetes as a platform off platforms, you can use it to build other platforms. And if you know what you're doing, you can probably put, assemble a set of pieces around it and arrive at something that looks and can work for your business. But it requires a ton of talent. It requires a lot of people that actually can act, you know, know how to put the stick together to, to work for your business. It is, there's not a lot of guidance. I, we were, I think we were chatting earlier about the CSCF landscape and, and how there all these different projects and companies around it. But, but they don't come together in meaningful ways that you have, they act the enterprise itself has to figure out how to bring them together. Right. And that's the combination of what they do there organically or not is their platform. Right. And that changes. It can change over time. >>Do you think they really do. They really want to put these things together? I mean, there's, that's not what enterprise is like to do. They want to find someone who's gonna come in and turnkey do it all for >>Them. Yeah. And, and if there were, this is the, this is the things like EV every week now you hear about another platform that says, this is the new Heroku. This is the new cloud Foundry. This replaces every, you know, some vendor has, and you can see them all around here. You know, companies that are basically selling platform solutions that do put 'em together. And the problem with it is that you typically outgrow these, like you are, it might solve 80% of the use cases you care about, but the other 20% are not represented. And so you end up outgrowing the platform itself, right? And the, the choice has been mostly around, you know, do you buy something off the shelf that solves 80% of your use cases? Or do you build something on your own? And then you have to spend all your resources actually going through and building all of it. And that's been the dilemma, you know, people who talk about this as a platform dilemma, but it's been, it's been the way for a long time. Like you, every, we go through this cycle every few years and, you know, people end up essentially oscillating between buying something off the, you know, that's off the shelf or building it, building it themselves. >>So what's the payoff. If I'm a CIO and I'm looking at the landscape, I don't need to understand, you know, I don't know what a pod is to know that looking at 200 plus projects in co and at, in cloud native foundation and the bevy of, of co-located projects and, and conferences before the, even the start of this, what's the payoff >>Increasing the pace of innovation. I mean, that literally is when we talk to customers, they all say roughly the same thing. They want something that works for their business. They want something that helps them take their, you know, line of business applications to production in a much quicker way, lets them innovate, lets them create higher engineers that can, don't have to understand everything about every system, but can actually specialize and focus on the, the parts that they sh they care about. But it's all in the context of, you know, people want to be able to innovate at a very high pace. Otherwise they get disrupted. >>So I was at the, you know, my favorite part of coan in general is the hallway track and talking to people on the ground, doing cool things. I was talking to a engineer who was able to take their Java, stack their, their.net stack and start to create APIs between and break 'em into microservices. Now teams are working across from one another realizing that, that, that promise of innovation, but that was the end point. They they're there. Yeah. As companies are thinking about replatforming where like, where do we start? I mean, I'm looking at the, the C CNCF, the, the map and it's 200 plus projects. Where, where do I start? >>You typically today start with Kubernetes. And, and a lot of companies have now deployed Kubernetes to production as a container orchestrator, whether they're going through a vendor or not. But now you're seeing all the things around it, whether it's C I C D or GI ops that they're looking at, you know, or they're starting to build consoles around, you know, their, their platforms or looking at managing more than just containers. And that's a theme that, you know, we're seeing a lot now, people want, people want to actually bring this modern stack to manage, not just container workloads, but start looking at databases and cloud workloads and everything else that they're doing around it. Honestly, everybody's trying to do the same thing. They're trying to arrive at a single point of control, a single, you know, a platform that can do it all that they can centralize policies, centralized controls to compliance governance, cost controls, and then expose a self-service experience to the developers. Like they're all trying to build what we probably call an internal cloud platform. They don't know, they talk about it in different ways, but almost everyone is trying to build some internal platform that sits on top of, on premises. And on top of cloud, depending on their scenarios, >>You make an interesting point, which is that everyone here is to some extent trying to do the same thing. And there's fine points of granularity between now they're approaching it as you walk around this floor. Do you understand what all of these companies are doing? >>I'm not sure I understand all of them, but I, I do. I do recognize a lot of them. Yes. >>And in terms of your approach, you, you use the term control plane. What is distinctive about your approach? >>Very good question. So, you know, we, we end, Upbound take a, we we're trying to solve this problem as well. We're trying to help people build their own platforms, but let me, let me, you know, there's a lot to it. So let me actually step back and, and talk about the architecture of this. But if you were to look at any cloud platform, let's take the largest one. AWS, if you peek behind the scenes at AWS, you know, it's basically a set of independent services, EC two S three databases, et cetera, that are, you know, essentially working on different parts of, you know, like offer completely different pricing, different services, et cetera. They come together because they all integrate into a control plan. >>It's the thing that serves an API. It's the thing that gives it all a common feel. It's where you do access control. It's where you do billing metering, cost control policy, et cetera. Right? And so our realization was if the enterprises are platforming and replatforming, why shouldn't they build their platform in the same way that the cloud vendors build theirs? And so we started this project almost four years ago, now three and a half years called cross plain, which is a, essentially an open source control plane that can become the integration point for all services. And essentially gives you a universal control plane for cloud. >>So you mentioned the idea of if orchestrating or managing stuff other than containers, as I think about companies that built amazing platforms, enterprise companies, building amazing applications on AWS 10 years ago, and they're adopting the AWS control plane. And now I'm looking at Kubernetes is Kubernetes the way to multi-cloud to be able to control those discrete services in a AWS or Google cloud Azure or Oracle cloud, is that true? >>We kind have the tease it, the parts. So there are really two parts to Kubernetes and everybody thinks of Kubernetes as a container orchestration platform. Right? And you know, there is a sense that people say, if I was to run Kubernetes on everywhere and can build everything on top of containers, that I get some kind of portability across clouds, right. That I can put things in containers. And then they magically run, you know, in different environments. In reality, what we've seen is not everything fits in containers. It's not gonna be the world is not gonna look like containers on the bottom. Everything else is on top. Instead, what we're gonna see is essentially a set of services that people are using across the different vendors. So if you look at like, you could be at AWS shop primarily, but I bet you're using confluent or elastic or data breaks or snowflake or Mongo or other services. >>I bet you're using things that are on premises, right? And so when you look at that and you say to build my platform as an enterprise, I have to consume services from multiple vendors. Even if it's just one major cloud vendor, but I'm consuming services from others. How do I bring them together in meaningful ways so that I can, you know, build my platform on top of the collection of them and offer something that my developers can consume. And self-service on. That's not a, that's not just containers. What's interesting though, is if you look at Kubernetes and, you know, look inside it, Kubernetes built a control plane. That's actually quite useful and applicable outside of container scenarios. So this whole notion of CRDs and controllers, if you've heard that term, the ability, you know, like there are two parts to Kubernetes, there is a control plane, and then there's the container container workloads. >>And the control plane is generic. It could be used literally across, you know, you can use it to manage things that are completely outside of container workloads. And that's what we did with cross mind. We took the control plane of Kubernetes and then built bindings providers that connected to AWS, to Google, to Azure, to digital ocean, to all these different environments. So you can bring the way of managing, you know, the style of managing that Kubernetes invented to more than just containers. You can now manage cloud services, using the same approach that you are now using with Kubernetes and using the entire ecosystem of tooling around it. >>Enterprise has been under pressure to replatform for a long time. It was first go to Unix then to Linux and virtualize then to move to the cloud. Now, Kubernetes, do you think that this is the stack that enterprises can finally commit to? >>I think if you take the orientation of your deploying a control plane within your enterprise, that is extensible, that enables you to actually connect it to all the things that are under your domain, that that actually can be a Futureproof way of doing a platform. And, you know, if you look at the largest cloud platforms, AWS has been around for at least 15 years now, and they really haven't changed the architecture of AWS significantly. It's still a control plane, a set of control planes that are managing services. >>It's a legacy >>They've added a lot of services. They've have a ton of diversity. They've added so many different things, but the architecture is still a hub and spoke that they've built, right? And if the enterprise can take the same orientation, put a control plane, let it manage all the things that are, you know, about today, arrive at a single point of control, have a single point where you can enforce policy compliance, cost controls, et cetera, and then expose a self-service experience to your developers that actually can become future proof. >>So we've heard this promise before the cloud of clouds, basically, yes, the, the, to be able to manage everything, what we find is the devils in the details. The being able to say, you know, a load balancer issuing a, a command to, to deploy a load balancer in AWS is different than it is in Azure, which is different than it is in GCP. How do, how do enterprises know that we can talk to a single control plane to do that? I mean, that just seems extremely difficult to manage. >>Oh yeah. That the approach is not, you're not trying to create a lowest common denominator between clouds. That's a really, really hard problem. And in fact, you get relegated to just using this, you know, really shallow features of each, if you're, if you're gonna do that, like your, your example of load balancers, load balances look completely different between between cloud vendors, the approach that we kind of advocate for is that you shouldn't think of them as you shouldn't try to unify them in a way that makes them, you know, there's a, there's a global abstraction that says, oh, there's a load balancer. And it somehow magically works across the different cloud vendors. I think that's a really, really hard thing to say, to do as you pointed out. However, if you bring them all under a same control plane, as different as they are, you're able to now apply policies. You're able to set cost controls. You're able to expose a self-service experience on top of them, even, even if they are very different. And that's, that's something that I think is, you know, been hard to do in the past. >>So BAAM, we'll love to dig deeper into this in future segments. And I'm gonna take a look at the, the, the product and project and see where you folks land in this conversation from Valencia Spain, I'm Keith towns, along with Paul Gillon and you're watching the leader in high tech coverage.
SUMMARY :
you by the cloud native computing foundation. what, what, what would you say about You don't see that when you go to the big established conferences, BAAM Tobar the founder and CEO of Yeah, pleasure to be on, on the show again. I mean, we've done, the enterprise has done this, you know, time and time again, and whether it's from Java to.net you know, is this the end that the tr point is this, you know, do we have a, There's always something around the core. that actually can act, you know, know how to put the stick together to, to work for your business. Do you think they really do. the choice has been mostly around, you know, do you buy something off the shelf that you know, I don't know what a pod is to know that looking at 200 plus But it's all in the context of, you know, So I was at the, you know, my favorite part of coan in general is the ops that they're looking at, you know, or they're starting to build consoles around, And there's fine points of granularity between now they're approaching it as you walk around this I do recognize a lot of them. And in terms of your approach, you, you use the term control plane. databases, et cetera, that are, you know, And essentially gives you a universal control So you mentioned the idea of if orchestrating or managing stuff So if you look at like, you could be at AWS shop primarily, And so when you look at that and you say you know, the style of managing that Kubernetes invented to more than just Now, Kubernetes, do you think that this is the you know, if you look at the largest cloud platforms, AWS has been around let it manage all the things that are, you know, about today, arrive at a single point of control, The being able to say, you know, a load balancer issuing a, a command to, I think that's a really, really hard thing to say, to do as you pointed out. the, the product and project and see where you folks land
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Dave Cope, Spectro Cloud | Kubecon + Cloudnativecon Europe 2022
>>The cube presents, Coon and cloud native con Europe 22 brought to you by the cloud native computing foundation. >>Lisia Spain, a cuon cloud native con Europe 2022. I'm Keith towns, along with Paul Gillon, senior editor, enterprise architecture for Silicon angle. Welcome Paul, >>Thank you, Keith pleasure to work >>With you. You know, we're gonna have some amazing people this week. I think I saw stat this morning, 65% of the attendees, 7,500 folks. First time Q con attendees. This is your first conference. >>It is my first cubic con and it is amazing to see how many people are here and to think of, you know, just a couple of years ago, three years ago, we were still talking about what the cloud was and what the cloud was gonna do and how we were gonna integrate multiple clouds. And now we have this whole new framework for computing that is just rifled out of, out of nowhere. And as we can see by the number of people who are here, this has become a, a, this is the dominant trend in enterprise architecture right now, how to adopt Kubernetes and containers, build microservices based applications, and really get to that, that transparent cloud that has been so elusive. >>It has been elusive. And we are seeing vendors from startups with just a, a few dozen people to some of the traditional players we see in the enterprise space with thousands of employees looking to capture kind of lightning in a bottle, so to speak this elusive concept of multi-cloud. >>And what we're seeing here is very typical of an early stage conference. I've seen many times over the years where the, the floor is really dominated by companies, frankly, I've never heard of that. Many of them are only two or three years old, and you don't see the big, the big dominant computing players with, with the presence here that these smaller companies have. That's very typical. We saw that in the PC age, we saw it in the early days of Unix and, and it's happening again. And what will happen over time is that a lot of these companies will be acquired. There'll be some consolidation. And the nature of this show will change, I think, dramatically over the next couple or three years, but there is an excitement and an energy in this auditorium today that is, is really a lot of fun and very reminiscent of other new technologies just as they press it. >>Well, speaking of new technologies, we have Dave Cole, CR O chief revenue officer that's right. Chief marketing officer that's right of spec cloud. Welcome to the show. Thank >>You. It's great to be here. >>So let's talk about this big ecosystem. Okay. Kubernetes. Yes. Solve problem. >>Well, you know, the, the dream is, well, first of all, applications are really the lifeblood of a company, whether it's our phone or whether it's a big company trying to connect with its customer, it's about applications. And so the whole idea today is how do I build these applications to build that tight relationship with my customers? And how do I reinvent these applications rapidly in, along comes containerization, which helps you innovate more quickly. And certainly a dominant technology. There is Kubernetes. And the, the question is how do you get Kubernetes to help you build applications that can be born anywhere and live anywhere and take advantage of the places that it's running, cuz everywhere has pluses and minuses. >>So you know what the promise of Kubernetes from when I first read about it years ago is runs on my laptop. Yep. I can push it to any cloud, any platform that's that's right. Where's the gap. Where are we in that, in that phase? Like talk to me about scale. Is that, is that, is it that simple? >>Well, that act is actually the problem is that date while the technology is the dominant containerization technology and orchestration technology, it really still takes a power user. It really hasn't been very approachable to the masses. And so it was these very expensive, highly skilled resources that sit in a dark corner that have focused on Kubernetes, but that, that now is trying to evolve to make it more accessible to the masses. It's not about sort of hand wiring together. What is a typical 20 layer stack to really manage Kubernetes and then have your engineers manually can reconfigure it and make sure everything works together. Now it's about how do I create these stacks, make it easy to deploy and manage at scale. So we've gone from sort of DIY developer centric to all right, now, how do I manage this at scale? >>Now this is a point that is important, I think is often overlooked. This is not just about Kubernetes. This is about a whole stack of cloud native technologies. Yes. And you who is going to, who is going to integrate that, all that stuff, piece that stuff together, right? Obviously you have a, a role in that. Yes. But in the enterprise, what is the awareness level of how complex this stack is and how difficult it is to assemble? >>We, we see a recognition of that, that we've had developers working on Kubernetes and applications, but now when we say, how do we weave it into our production environments? How do we ensure things like scalability and governance? How do we have this sort of interesting mix of innovation, flexibility, but with control. And that's sort of an interesting combination where you want developers to be able to run fast and use the latest tools, but you need to create these guardrails to deploy it at scale. >>So where do the developers fit in that operation stack then? Is this, is Kubernetes an AI ops or an ops a task, or is it sort of a shared task across the development spectrum? >>Well, I think there's a desire to allow application developers, to just focus on the application and have a Kubernetes related technology that ensures that all of the infrastructure and related application services are just there to support them. And because the typical stack from the operating system to the application can be up to 20 different layers components. You just want all those components to work together. You don't want application developers to worry about those things. And the latest technologies like spectra cloud there's others are making that easy application engineers focus on their apps, all of the infrastructure and the services are taken care of. And those apps can then live natively on any environment. >>So help paint this picture for us. You know, I get got AKs ETS and those, all of these distributions OpenShift, the tan zoo, where is spec cloud helping me to kind of cobble together all these different distros I thought distro was the, was the thing like, just like Lennox has different distros, you know, right. Randy said different distros >>That actually is the irony. Is that sort of the age of debating, the distros largely is over. There are a lot of distros and if you look at them, there are largely shades of gray in being different from each other. But the Kubernetes distribution is just one element of like 20 elements that all have to work together. So right now what's what's happening is that it's not about the distribution it's now, how do I, again, sorry to repeat myself, but move this into a, into scale. How do I move it into deploy at scale, to be able to manage ongoing at scale, to be able to innovate at scale, to allow engineers, as I said, use the coolest tools, but still have technical guardrails that the, the enterprise knows they'll be in control of what, >>What does at scale mean to the enterprise customers you're talking to now? What do they mean when they say that? >>Well, I think it's interesting cuz we think scale's different cuz we've all been in the industry and it's frankly sort of boring old wor word, but today it means different things. Like how do I automate the deployment at scale? How do I be able to make it really easy to provision resources for applications on any environment from either a virtualized or bare metal data center cloud or today edge is really big where people are trying to push applications out to be closer to this source of the data. And so you want to be able to deploy it scale you wanna manage at scale, you wanna make it easy to, as I said earlier, allow application developers to build their applications, but it ops wants the ability to ensure security and governance and all of that. And then finally innovate at scale. If you look at this show, it's interesting, three years ago, when we started spectra cloud, there are about 1400 businesses or technologies in the Kubernetes ecosystem today there's over 1800 and all of these technologies made up of open source and commercial, all versioning at different rates. It becomes an insurmountable problem unless you can set those guardrails sort of that balance between flexibility and control, let developers access the technologies. But again, manage it as a part of your normal processes of a, of a scale of operation. >>So, so Dave, I'm a little challenged here cuz I'm hearing two where I typically consider conflicting terms. Okay. Flexibility control. Yes. In order to achieve control, I need complexity in order to choose flexibility. I need t-shirt one t-shirt fits all right. To and I, and I, and I get simplicity. How can I get both that just doesn't you know, compute >>Well thus the opportunity and the challenge at the same time. So you're right. So developers want choice, good developers want the ability to choose the latest technology so they can innovate rapidly. And yet it ops wants to be able to make sure that there are guard rails. And so with some of today's technologies like spectral cloud, it is you have the ability to get both. We actually worked with dimensional research and we sponsor an annual state of Kubernetes survey. We found this last summer, that two out of three, it executives said you could not have both flexibility and control together, but in fact they want it. And so it is this interesting balance. How do I give engineers the ability to get anything they want, but it ops the ability to establish control. And that's why Kubernetes is really at its next inflection point. Whereas I mentioned, it's not debates about the distro or DIY projects. It's not big incumbents creating siloed Kubernetes solutions. But in fact it's about allowing all these technologies to work together and be able to establish these controls. And that's, that's really where the industry is today. >>Enterprise enterprise CIOs do not typically like to take chances. Now we were talking about the growth in the market that you described from 1400, 1800 vendors. Most of these companies, very small startups are, are enterprises. Are you seeing them willing to take a leap with these unproven companies or are they holding back and waiting for the IBMs, the HPS, the Microsofts to come in with the VMwares with whatever they solution they have? >>I, I think so. I mean, we sell to the global 2000. We had yesterday as a part of edge day here at the event, we had GE healthcare as one of our customers telling their story. And they're a market share leader in medical imaging equipment. X-rays MRIs, cat scans, and they're, they're starting to treat those as edge devices. And so here is a very large established company, a leader in their industry, working with people like spectral cloud, realizing that Kubernetes is interesting technology. The edge is an interesting thought, but how do I marry the two together? So we are seeing large corporations seeing so much of an opportunity that they're working with the smaller companies, the latest technology. >>So let's talk about the edge a little. You kind of opened it up there. Yeah. How should customers think about the edge versus the cloud data center or even bare metal? >>Actually it's a well bare bare metal is fairly easy is that many people are looking to reduce some of the overhead or inefficiencies of the virtualized environment. And, but we've had really sort of parallel little white tornadoes. We've had bare metal as infrastructure that's been developing and then we've had orchestration technology's developing, but they haven't really come together very well lately. We're finally starting to see that come together. Spectra cloud contributed to open source a metal as a service technology that finally brings these two worlds together. Making bare metal much more approachable to the inters enterprise edge is interesting because it seems pretty obvious. You wanna push your application out closer to your source of data, whether it's AI in fencing or O T or anything like that, you don't wanna worry about intermittent connectivity or latency or anything like that. But people have wanted to be able to treat the edge as if it's almost like a cloud where all I worry about is the app. >>So really the edge to us is just the next extension in a multi-cloud sort of motif where I want these edge devices to require low it resources to automate the provisioning, automate the ongoing version management patch management really act like a cloud. And we're seeing this as very, very popular now. And I just used the GE healthcare example of that. Imagine a cat scan machine, I'm making this part up in China and that's just an edge device. And it's, it's doing medical imagery, which is very intense in terms of data. You want to be able to process it quickly and accurately as close to the endpoint, the healthcare provider as possible. >>So let's talk about that in some level of detail, as we think about kind of edge and you know, these fixed devices such as imaging device, are we putting agents on there? Are we looking at something talking back to the cloud, where does special cloud inject and help make that simple, that problem of just having dispersed endpoints all over the world? Simpler? >>Sure. Well we announced our edge Kubernetes edge solution at a big medical conference called, called hymns months ago. And what we allow you to do is we allow the application engineers to develop their application. And then you can de you can design this declarative model, this cluster API, but beyond cluster profile, which determines which additional application services you need and the edge device, all the person has to do with the endpoint is plug in the power plug in the communications. It registers the edge device. It automates the deployment of the full stack. And then it does the ongoing versioning and patch management, sort of a self-driving edge device running Kubernetes. And we make it just very, very easy. No, it resources required at the endpoint, no expensive field engineering resources to go to these endpoints twice a year to apply new patches and things like that, all >>Automated, but there's so many different types of edge devices with different capabilities, different operating systems, some have no operating system. Yeah. I mean, what, that seems like a much more complex environment, just calling it, the edge is simple, but what you're really talking about is thousands of different devices, right? That you have to run your applications on how, how are you dealing with that? >>So one of the ways is that we're really unbiased. In other words, we're OS and distro agnostic. So we don't want to debate about which distribution you like. We don't want to debate about, you know, which OS you want to use. The truth is you're right. There's different environments and different choices that you'll wanna make. And so the key is, is how do you incorporate those and also recognize everything beyond those, you know, OS and Kubernetes and all of that and manage that full stack. So that's what we do is we allow you to choose which tools you want to use and let it be deployed and managed on any environment. >>And who's respo, I'm sorry, key. Who's responsible for making Kubernetes run on the edge device. >>We do. We provision the entire stack. I mean, of course the company does using our product, but we provision the entire Kubernetes infrastructure stack all the application services and the application itself on that device. >>So I would love to dig into like where pods happen and all that, but provisioning is getting to the point that it's a solve problem. Day two. Yes. Like we, you know, you just mentioned hymns, highly regulated environments. How does spec cloud helping with configuration management change control, audit, compliance, et cetera, the hard stuff. >>Yep. And one of the things we do, you bring up a good point is we manage the full life cycle from day zero, which is sort of create, deploy all the way to day two, which is about, you know, access control, security. It's about ongoing versioning and patch management. It's all of that built into the platform. And, but you're right. Like the medical industry has a lot of regulations. And so you need to be able to make sure that everything works. It's always up to the latest level, have the highest level of security. And so all that's built into the platform. It's not just a fire and forget it really is about that full life cycle of deploying, managing on an ongoing basis. >>Well, Dave, I'd love to go into a great deal of detail with you about kind of this day two option. I think we'll be covering a lot more of that topic, Paul, throughout the week, as we talk about just, you know, as we've gotten past, you know, how do I deploy Kubernetes pod to how do I actually operate it? >>Absolutely, absolutely. The devil is in the details as they say, >>Well, and also too, you have to recognize that the edge has some very unique requirements. You want very small form factors. Typically you want low it resources. It has to be sort of zero touch or low touch because if you're a large food provider with 20,000 store locations, you don't wanna send out field engineers two or three times a year to update them. So it really is an interesting beast and we have some exciting technology and people like GE are using that. >>Well, Dave, thanks a lot for coming on to Q you're now Cub Alon. You've not been on before. >>I have actually. Yes. Oh. But I always enjoy it. >>It's great conversation. Foria Spain. I'm Keith towns along with Paul Gillon and you're watching the cue, the leader in high tech coverage.
SUMMARY :
The cube presents, Coon and cloud native con Europe 22 brought to I'm Keith towns, along with Paul Gillon, senior editor, enterprise architecture morning, 65% of the attendees, 7,500 folks. It is my first cubic con and it is amazing to see how many people are here and to think of, a few dozen people to some of the traditional players we see in the enterprise space with And the nature Welcome to the show. So let's talk about this big ecosystem. And so the So you know what the promise of Kubernetes from when I first read about it years ago is runs Well, that act is actually the problem is that date while the technology is the dominant containerization And you who is going where you want developers to be able to run fast and use the latest tools, but you need to create these from the operating system to the application can be up to 20 different layers components. different distros, you know, right. Is that sort of the age of debating, the distros largely is over. And so you want to be able to deploy it scale you wanna manage I get both that just doesn't you know, compute How do I give engineers the ability to get anything they want, but it ops the ability Now we were talking about the growth in the market that you described from 1400, day here at the event, we had GE healthcare as one of our customers So let's talk about the edge a little. is the app. So really the edge to us is just the next extension in a multi-cloud sort of motif And what we allow you to do is we allow the application a much more complex environment, just calling it, the edge is simple, but what you're really talking about is thousands And so the key is, is how do you incorporate those and also recognize everything Who's responsible for making Kubernetes run on the edge device. I mean, of course the company does using our product, is getting to the point that it's a solve problem. And so all that's built into the platform. Well, Dave, I'd love to go into a great deal of detail with you about The devil is in the details as they say, Well, and also too, you have to recognize that the edge has some very unique requirements. Well, Dave, thanks a lot for coming on to Q you're now Cub Alon. I have actually. I'm Keith towns along with Paul Gillon and
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Matt Hicks, Red Hat | Red Hat Summit 2022
>>We're back at the red hat summit, 2022, the Cube's continuous coverage. This is day one. We're here all day tomorrow as well. My name is Dave LAN. I'm here with Paul Gillon. Matt Hicks is here. He's executive vice president of products and technologies at red hat. Matt. Good to see you. Thanks for coming on. Nice to see you face to >>Face. Thanks. Thanks Dave. Thanks fall. It's uh, good to be here. >>So you took a different tack with your, uh, keynote today, had a homage to ate a love lace and Serena VA Ramian, which was kind of cool. And your, your point was they weren't noted at their time and nobody was there to build on their early ideas. I mean, ate a lovely, I think it was a century before, right. Ram illusion was a, you know, decade plus, but, and you tied that to open source. You can give us your kind of bumper sticker of your premise there. >>Yeah. You know, I think I have a unique seat in this from red hat where we see, we see new engineers that come in that sort of compete on a world stage and open source and the, the best, which is easy to track just in contributions are not necessarily from the background you would expect them from. And, and it, for me, it's always really inspiring. Like you have this potential in, in people and open source is a great model for getting that out. We told the history story, cuz it, I think when you look over history, just some of that potential that's been ignored before. Um, sure. It's happening right now. But getting that tied into open source models, we think can hopefully let us tap into a little more than, than we have in the past. So >>Greatly. So when you're thinking about innovation and specific to open source, is it a case where I wonder, I really know the history here of open source. Maybe you can educate me. Is it the case where open source observes, uh, a de factacto standard let's say, or some other proprietary approach and says, Hey, we can build that in open and that's so the, the inspiration, or is it an innovation flywheel that just invents? >>I think it's both at this stage. So in the, in the early days, if you take something like Linux, it was a little more of, you know, there was the famous memo of like, this is gonna be a hobbyist project. We're just gonna light up X 86 hardware and have an operating system we can work with. That was a little more of like this standards were there, but it was, can we just build a better operating system with it, be >>Better than Unix cuz would live up to the promise of units. >>That's right. Where in Unix you had some standardization to models, but it wasn't open in that same sense. Uh, Linux has gone well beyond a hobbyist project at this point. Uh, but that was maybe that clone model, um, to units these days though, if you take something like Kubernetes or take something like Ansible, that's just more pure innovation, you didn't necessarily have a Kubernetes model that you're building a better version of it was distributed computing and how can we really make that tick and, um, bring a lot of great minds into that to build it. Um, so I think you see both of 'em, which is it's one of the things that makes open source fun. Like it, it has a broad reach at this point. >>There's one major area of software that opensource has not penetrated yet. And that is applications. I mean, we, there have been, you know, sugar CRM there have been open E R P applications and, and such, none of them really taken off and in fact tend to be drawn back to being proprietary. Why do you suppose opensource has been limited to infrastructure and has hasn't branched out further? >>Yeah, I think part of it is, uh, where can you find a, a model where lots of different companies are, are comfortable contributing into, if you have one solution and one domain from one company you're gonna struggle more getting a real vibrant community built around that. When you pick an area like infrastructure or core platforms, you have a lot of hardware providers, the use cases span from traditional apps to AI. You have a lot of places to run that it's a massive companies. So >>Volume really, it, >>It really is. You just have an interest that spans beyond companies and that's where we've seen open source projects really pick up and build critical mass. How about crypto >>Dows? I mean, that's right. Isn't that the, a form of open source? I mean, is it, isn't that the application really what exactly what you're talking about? It is true or >>It, well, if you look at cryptography encryption algorithms even go to, um, quantum going forward, I think a lot of quantum access will be driven in an open source model. The machines themselves, uh, will be machines, but things like kids kit, uh, that is how most people will access that. So it is a powerful model for getting into areas that are, um, pretty bleeding edge on it as well. >>We were talking, go ahead. We were talking before Andy mentioned that hardware and software increasingly intersecting. That was the theme we heard at the, at the keynote this morning. Yeah. Why do you believe that's happening and how do you see that? How does that affect what you do? >>Uh, I, I think the reason that's happening is there is a push to make decisions closer and closer to users on it because on one side, like law of physics and then on the other of it's just a better experience for it. And so whether that is in transportation or it's in telecommunications, so you see this push outside of data centers to be able to get at that data locally for it. Uh, but if that's the draw, I think also we're seeing hardware architectures are changing. There are, um, standards like arm that are lower power that lets you run pretty powerful compute at the edge as well. And I think it's that combination saying we can do a lot at the edge now and that actually benefits us building user experiences in a lot of different domains is, is making this pull to the edge, uh, really quickly. But it's, it's a, it's an exciting time to be seeing that happening >>And, and, and pretty powerful is almost an understatement. When you think about what the innovations that are going on. Right. I mean, in, in, in, in particular, at the edge mm-hmm, <affirmative>, I mean, you're seeing Moore's law be blown. Everybody says Moore's law is dead, but you're seeing the performance of when you combine the GPU and the CPU and the NPU and the Excel. I mean, it blows away anything we've historically known. Yeah. So you think about the innovations in software that occurred as a result of Moore's law. What are the new beachheads that we could potentially see in open source? >>I think when you start taking the, um, AI patterns on this and AI is a broad space, but if you go even to like machine learning of optimization type use cases, you start, uh, leveraging how you're gonna train those models, which gets you into, you know, CPUs and GPU and TPUs in that world. And then you also have the, how am I gonna take that train model, put it on a really lightweight device and efficiently ask that model questions. And that gets you into a different architecture design. Uh, but that combination, I think we're gonna see these domains build differently where you have mass compute training type capabilities, and then push that as close to the user, as you can, to make decisions that are more dynamic than traditional codes. >>So a lot of the AI that's done today is modeling that's done in the cloud. Yep. And what you're talking about at the edge, and you think about, you know, vehicles is real time influencing. Yep. And that's, that's massive amounts of data. It's a different architecture. Right. And requires different hardware presumably and different software. So, and you guys, well, Linux is obviously there. Yeah. >>That's, that is the, where we get excited about things like the GM announcement you are in the square, in that, um, aspect of running compute right at the end user and actually dealing with sensor and data, that's changing there to help, you know, in this case, like driver's assistance capabilities with it. But I think that the innovation we'll see in that space will be limitless on it. So it's, it's a nice combination of it too. And you'll still have traditional applications that are gonna use those models. I think of it almost as it's like the new middleware, we have our traditional middleware techniques that we know and patterns. Um, they will actually be augmented with things like, um, machine learning models and those capabilities to just be more dynamic. So it's a fun time right now seeing >>That conversion a lot of data too. And again, I wonder how much of that is even gonna be persisted prob probably enough, cuz there's gonna be so much of it, how much it'll come back to the cloud a lot, but maybe not most of it, but it's still massive amounts relative to what we've seen before >>It is. And this is, you know, you've heard our announcement around OpenShift streams in those capabilities. So in red hat, what we do, we will always focus on hybrid with it because a lot of that data it'll be dropped at the edge cuz you won't need it, but the data you act on and the data you need, you will probably need at your indice and in your cloud. And maybe even on premise and capabilities like Kafka and the ability to pick and stream and stay consistent. We think there's a set of really exciting services to be able to enable that class of development where, um, hopefully we'll be at the center of, of that. >>You, you announced, uh, today an agreement with GM, uh, to, to build on their all to five platform, uh, auto industry, very proprietary historically, uh, with their technology. Do you think that this is an opportunity to crank that open? >>A absolutely. I think in, I've been involved with opensource for, for a while, but I think all of them started in a very proprietary model. And then you get to a tipping point where open source models can just unlock more innovation than proprietary models and you see 'em tip and flip. And I think in the automotive industry and actually in a lot of other industries, the capabilities of being able to combine hardware and software fast with the latest capabilities, it'll drive more innovation than just sticking to proprietary models. So yeah, I believe it will be one of many things to come there. >>You've been involved in open surf for a while. Like how long of a while people must joke about when they look at you, Matt, they must say, oh, did you start when you were five? Yeah. >>It's >>Uh, you get that a lot. >>I, I do, uh, it's my, my children, I think aged me a bit, but uh, but yeah, for me it was the mid nineties. That's when I started with, uh, with open source. >>It was uh, wow. So >>It's been a long, long >>Run. You made the statement in your keynote, that software development is, is, is messy. I presumably part of your job is to make it less messy. But now we talk about all this, these new beachheads, this new new innovations, a lot of it's unknown. Yeah. And it could be really messy. So who are the, who is there a new breed of developer that's emerging? Are they gonna come over from the cloud developers or is it the, is it the OT crowd and the, and the OT crowd? That's gonna be the new developers. >>I, I wish I knew, but I would say, I think you, I do think you'll get to almost like a laws of physics type challenge where you won't learn everything. You're not gonna know, uh, the depths of 5g implementation and Kubernetes and Linux on that. And so for us, this is where ecosystem providers are really, really critical where you have to know your intersection points, but you also have to partner really well to actually drive innovation in some of these spaces cuz uh, the domains themselves are massive on it. So our areas we're gonna know hybrid, we're gonna know, you know, open source based platforms to enable hybrid. And then we're gonna partner with companies that know their domains and industries really well to bring solutions to customers. So >>I'm curious about partnering, uh, cuz Paul cor may mentioned that as well as, as being critical, do you have sort of a template for partnering or is each partnership unique? >>Um, >>I think at this point, uh, the market's changing so fast that, uh, we do have templates of, uh, who are you going to embed solutions with? Who are you going to co-sell with? And co-create uh, the challenge in technology though, is it shifts so quickly. If you go back five years, maybe even 10 years, public cloud probably wasn't as dominant. Um, as it is now, now we're starting to see the uptick of edge solutions, probably being, having as much draw as public cloud. And so I think for us, the partnership follows the innovation on those curves and finding the right model where that works for customers is the key thing for us. But I wish there was more of a pattern. We could say it stays stable for decades, but I think it changes with the market on, we do that. >>But you know, it's funny cuz you you've, you see every 15 years or so the industry gets disrupted. I mean we certainly saw it with mainframes and PC and then the internet and then the cloud, uh, you guys have kind of been there. Well Linux throughout, I mean, okay. It built the, built the internet, built the cloud, it's building the edge. So it's almost, I don't wanna say your disruption proof cause that's just, that's gonna jinx you, but, but in, but you've architected the products in a way that they're compatible with these new errors. Mm-hmm <affirmative> of industry, >>Everything needs an operating >>System. Everything needs an operating system, but you've seen operating systems come and go, you know, and, and Linux has survived so many different waves. Why, how >>You know, I, I think for us, when you see open source projects, they definitely get to a critical mass where you have so much contribution, so much innovation there that they're gonna be able to follow the trends pretty well. If you look at a Linux, whatever the next hardware innovation that comes out is Linux has enough gravity that, um, it's open, it's successful, you're gonna design to it. The capability will be there. I think you're seeing similar things in Kubernetes now where if you're going to try to drive application innovation, it is a model that gives you a ton of reach. You have thousands of contributors. That's been our model though is find those projects be influential in, 'em be able to drive value in life cycles. But I think it's that open source model that gives us the durability where it can keep changing and tracking to new patterns. So, so >>Yeah, there's been a lot of open source that wasn't able to sustain. So I think you guys obviously have a magic formula. That's true. >>We, there is a, there is some art to picking, I think millions of projects. Uh, but you've gotta watch for that. >>Yeah. Open source is also a place place where failed products go to die. Yeah. <laugh> so you have to be sure you're not, you're not in that corner. >>Yeah. Well >>Look at Kubernetes. I mean the fact that that actually happened is it's astounding to me when you think about it, I mean even red hat was ready to go on a different path. What if that had happened? Who knows? Maybe it never would've maybe to your point about Ava Lovelace, maybe it would've taken a decade to, or run revolution. >>You know, I think in some of these you have to, you have to watch really closely. We obviously have a lot of signals of what will make good long term health. And I, I don't think everyone looks at those the same. We look at 'em from trademark controls and how foundations are structured and um, who the contributors are and the spread of that. And it's not perfect. But I think for us, you have to have those that longevity built in there where you will have a spike of popularity that has the tendency to just, um, fall apart on it. So we've been yeah. Doing that pretty >>Well conditions for a long life is something that's a that's maybe it's an art form. I don't know if it's a data form. It's a culture. Maybe, maybe it's >>Cultural. Yeah. Probably a combination some days I think I'm like this could part art, part science. Yeah. But, uh, but it's certainly a fun space to be in and see that happen. It, um, yeah, it's inspiring to me. Yeah. >>Matt Hicks. Great to have you back on the cube and uh, good job on the keynote really, um, interesting angle that you took. So >>Congratulations. Thanks for having me. >>Yeah. You're very welcome. All right. Keep it right there. Dave ante for Paul Gillon red hat summit, 2022 from Boston. You're watching the cube.
SUMMARY :
Nice to see you face to It's uh, good to be here. So you took a different tack with your, uh, keynote today, had a homage to ate I think when you look over history, just some of that potential that's been ignored before. Maybe you can educate me. if you take something like Linux, it was a little more of, you know, there was the famous memo Um, so I think you see both of 'em, which is it's one of the things that makes open source fun. I mean, we, there have been, you know, sugar CRM there have been open E R Yeah, I think part of it is, uh, where can you find a, You just have an interest that spans beyond companies and that's where we've seen open is it, isn't that the application really what exactly what you're talking about? It, well, if you look at cryptography encryption algorithms even go to, How does that affect what you do? And I think it's that combination saying we can do So you think about the innovations in software Uh, but that combination, I think we're gonna see these domains build differently where you have mass and you guys, well, Linux is obviously there. That's, that is the, where we get excited about things like the GM announcement you are in the square, lot, but maybe not most of it, but it's still massive amounts relative to what we've seen before And this is, you know, you've heard our announcement around OpenShift streams in those capabilities. Do you think that this is an opportunity to crank that open? And then you get to a tipping point where open source models can just unlock more Like how long of a while people must joke about when they but uh, but yeah, for me it was the mid nineties. So I presumably part of your And so for us, this is where ecosystem providers are really, really critical where you uh, we do have templates of, uh, who are you going to embed solutions with? But you know, it's funny cuz you you've, you see every 15 years or so the industry gets disrupted. you know, and, and Linux has survived so many different waves. You know, I, I think for us, when you see open source projects, So I think you guys obviously have We, there is a, there is some art to picking, I think millions of projects. <laugh> so you have to be sure you're not, me when you think about it, I mean even red hat was ready to go on a different path. But I think for us, you have to have those that longevity built I don't know if it's a data form. But, uh, but it's certainly a fun space to be in and see that happen. Great to have you back on the cube and uh, good job on the keynote really, Thanks for having me. Keep it right there.
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Ryan Fournier, Dell Technologies & Muneyb Minhazuddin, VMWare | Dell Technologies World 2022
>> the CUBE presents Dell Technologies World brought to you by Dell. >> Hey everyone, welcome back to the CUBE'S coverage day one, Dell Technologies World 2022 live from The Venetian in Las Vegas. Lisa Martin, with Dave Vellante. We've been here the last couple of hours. You can hear probably the buzz behind me. Lots of folks here, we're think around seven to eight thousand folks in this solution expo, the vibe is awesome. We've got two guests helping to round out our day one coverage. Ryan Fournier joins us, senior director of product management Edge Solutions at Dell Technologies. And MuneyB Minttazuddin vice president of Edge Computing at VMware. Guys, welcome to the program. >> Oh, glad to be here. >> Yeah. >> Isn't it great to be here in person? >> Oh man, yes. >> The vibe, the vibe of day one is awesome. >> Yes. >> Oh yeah. >> I think it's fantastic. >> Like people give energy off to each other, right? >> Absolutely. So lots of some good news coming out today so far on day one. Let's talk about, Ryan let's start with you. With Edge, it's not new. We've been talking about it for a while, but what are some of the things that are new? What are some of the key trends that you are seeing that are driving changes at the Edge? >> Great, good question. We've been talking to a lot of customers. Okay, a lot of the customers you know, the different verticals really find that is a common theme happening around a massive digital transformation and really based on the pandemic, okay. Which caused some acceleration in some, but also not, but many are kind of laggers left behind. And one primary reason is the culture of the OT, IT, you know, lack of barriers or something like that. The OT is obviously the business outcomes, okay. Focused where the IT is more enabling the function and it'll take retail. For example, that's accelerated a significant usage of an in-store frictionless experience, okay. As well as supply chain automation, warehousing logistics, connected inventory, a lot of the new use cases in this new normal post that pandemic. It's really that new retail operating landscape. >> Consumers we are so demanding, we want the same experience that we have online and we want that in the store and that's really driving a lot of this out of consumer demand. >> Oh yeah, no. I think, you know, retail you know, the way you shop for milk and bread change during the pandemic, right? There was pre-pandemic. The online shopping in the United States was only 5%, but during the pandemic and afterwards that's going to caught up to 25, 30%. That's huge. How do you bring new processes in? How do you create omnichannel consumer experiences where online well as physical are blended together? Becomes a massive challenge for the retailers. So yes, Edge has been there for a long time. Innovation hasn't happened, but a simple credit card swipe When you used to pre-pandemic, just to go do your checkout now has become into a curbside pickup. Integration with like, it's just simple payment card processing is not complicated like, you know, crazy. So people are forced to go in a way and that's happening in manufacturing because they're supply chain issues, could be not. So a lot of that has accelerated this investment and what's kind of driving Edge Computing is if everything ran out of the cloud, then you almost need infinite bandwidth. So suddenly people are realizing that everything runs out of cloud. I can't process my video analytics in a store. That's a lot of video, right? >> So we often ask ourselves, okay, who's going to win the edge? You know, we have that conversation. The cloud guys? VMware? You know, Dell? How are they going to go at it? And so to your point, you're not going to do a round trip to the cloud too expensive, too slow. Now cloud guys will try to bring their cloud basically on prem or out to the edge. You're kind of bringing it from the data center. So how do you see that evolution? >> No, great question. As the edge market happens, right? So there's market data now which says enterprise edge workloads in the next five years are going to be the fastest growing workloads. But then you have different communities coming to solve that problem. Like you just said, John is, you know, hyperscalers are going, Hey, all of the new workloads were built on us, let's bring them to the edge. Data center workloads move to the edge. >> Now important community here are, you know, Telcos and Service Providers because they have assets that are highly distributed at the edge. However, they're networking assets like cell towers and stuff like that. There's opportunity to convert them into computer and storage assets. So you can provide edge computing POPs. So you're seeing a convergence of lot of industry segments, traditional IT, hyperscalers, telcos, and then OT like Ryan pointed out is naturally transforming itself. There's almost this confluence of this pot where all these different technologies need to come together. From VMware and Dell perspective, our mission is a multi-cloud edge. We want to be able to support multi-cloud services because you've heard this multiple times, is at the edge consumers and customers will require services from all the hyperscalers. They don't want buy a one hyperscaler suit to suit solution. They want to mix and match. So not bound. We want be multi-cloud south bound to support IT and OT environments. So that becomes our value proposition in the middle. >> Yep. >> So Ryan, you were talking about that IT, OT schism. And we talk about that a lot. I wonder if you could help us parse that a little bit, because you were using, for instance retail, as an example. Sometimes I think about in the industrial. >> And I think the OT people are kind of like having an engineering mindset. Don't touch my stuff. Kind of like the IT guys too, but different, you know. So there's so much opportunity at the edge. I wonder how you guys think about that? How you segment it? How you prioritize it? Obviously retail telco are big enough. >> Yep. >> That you can get your hands around them, but then there's to your point about all this data that's going to going to compute. It's going to come in pockets. And I wonder how you guys think about that schism and the other opportunity. >> Yeah, out there. It's also a great question, you know, in manufacturing. There's the true OT persona. >> Yeah. >> Okay, and that really is focused on the business outcomes. Things like predictive maintenance use cases, operational equipment effectiveness, like that's really around bottleneck analysis, and the process that go through that. If the plant goes down, they're fine, okay. They can still work on their own systems, but they're not needing that high availability solution. But they're also the decision makers and where to buy the Edge Computing, okay. So we need to talk more to the OT persona from a Dell perspective, okay. And to add on to Ryan, right. So industrial is an interesting challenge, right? So one of the things we did, and this is VMware and Dell working together at vMware it was virtual. We announced something called edge compute stack. And for the first time in 23 years of vMware history, we made the hypervisor layer real-time. >> Yep. >> What that means is in order to capture some of these OT workloads, you need to get in and operate it between the industrial PC and the program of logical controllers at a sub millisecond performance level, because now you're controlling robotic arms that you cannot miss a beat. So we actually created this real time functionality. With that functionality in the last six months, we've been able to virtualize PLCs, IPCs. So what I'm getting at is we're opening up an entire wide space of operational technology workloads, which we was not accessible to our market for the last 20 plus years. >> Now we're talking. >> Yeah. And that allows us that control plane infrastructure to edge compute. There's purpose built for edge allows us to pivot and do other solutions like analytics with the adoption of AI Analytics with our recent announcement of Deep North, okay. That provides that in store video analytics functionality. And then we also partner with PTC based on a manufacturing solution, working with that same edge compute stack. Think of that as that control plane, where again, like I said, you can pivot off a different solutions. Okay, so we leverage PTCs thing works. >> So, okay, great. So I wanted to go to that. So real-time's really interesting. >> 'Cause most of much of AI today is modeling done in the cloud. >> Yes. >> The real opportunity is real time inferencing at the edge. >> You got it. >> Okay, now this is why this gets so interesting. And I wonder if Project Monterey fits into this at all. because I feel like so why did Intel win? Intel won, it crushed all the Unix systems out there because it had PC volumes. And the edge volume's going to dwarf anything we've ever seen before. >> Yeah. >> So I feel like there's this new cocktail, you guys describe this convergence and this mixture and it's unknown. What's going to happen? That's why Project Monterey is so interesting. >> Of course. >> Yeah. >> Right? Because you're bringing together kind of hedging a lot of bets and serving a lot of different use cases. Maybe you could talk about where that might fit here. >> Oh absolutely. So the edge compute stack is made up of vSphere, Tanzu, which is vSphere's you know, VM container and Tanzu's our container technology and vSphere contains Monterey in it, right. And we've added vSAN a for storage at the edge. And connectivity is SD-WAN because a lot of the times it's far location. So you're not having a large footprint, you have one or two hoses, it's more wide area, narrow area. So the edge compute stack supports real-time, non-real-time time workloads. VMs and containers, CPU GPU, right. >> NPU, accelerators, >> NPU, DPU all of them, right. Because what you're dealing with here is that inferencing real time, because to Ryan's point, when you're doing predictive maintenance, you got to pick these signals up in like milliseconds. >> Yes. >> So we've gone our stack down to microseconds and we pick up and inform because if I can save this predictive maintenance in two seconds, I save millions of dollars in you know, wastage of product, right? >> And you may not even persist that data, right? You might just let it go, I mean, how much data does Tesla save? Right? I mean. >> You're absolutely right. A lot of the times, all you're doing is this volume of data coming at you. You're matching it to an inferencing pattern. If it doesn't match, you just drop, right. It's not persistent, but the moment you hit a trigger, immediately everything lights go off, you're login, you're applying outcome. So like super interesting at the edge. >> And the compute is going to go through the roof. So yeah, my premise is that, you know, general purpose x86 running SAP is not going to be the architecture for the edge. >> You're absolutely right. >> Going to be low cost, low power, super performance. 'Cause when you combine the CPU, GPU, NPU, you're going to blow away the performance that we've ever seen on the curves. >> There's also a new application pattern. I've called out something called edge-native applications. We went through this client-server architecture era. We built all this, you know, a very clear in architecture. We went through cloud native where everything was hyperscaled in the cloud. Both of the times we optimize our own compute. >> Yeah. >> At the edge, we got to optimize our owns data because it's not ephemeral compute that you have in hyperscale compute space, you have ephemeral data you got to deal with. So a new nature of application workloads are emerging. We call it edge-native apps. >> Yep. >> And those have very different characteristics, you know, to client server apps or you know, cloud native apps, which is amazing. It's driven by data analysts like developers, not like dot net Java developers. It's actually data analysts who are trying to mine this with fast patents and come out with outcomes, right? >> Yeah, I love that edge-native apps Lisa, that's a new term for me. >> Right, just trademark it on me. I made made it up. (panel laughing) >> Can you guys talk about a joint customer that you've really helped to dramatically transform in the last six months? >> You want to shout or I can go-- >> I think my industry is fine. >> Yeah, yeah. So, you know, at VMworld we talked about Oshkosh, which is again, like in the manufacturing space, we have retailers and manufacturers and we also brought in, you know, Proctor and Gamble and et cetera, et cetera, right? So the customers look at us jointly because you know edge doesn't happen in its own silo. It's a continuum from the data center to the cloud, to the edge, right. There's the continuum exists. So if only edge was in its own silo, you would do things. But the key thing about all of this, there's no right place, it's about that workload placement. Where do I place the workload for the most optimal business outcome? Now for real-time applications, it's at the edge. For non-real-time stuff it could be in the data center, it could be in a cloud. It doesn't really matter, where VMware and Dell strengths comes in with Oshkosh or all of those folks. We have the end-to-end. From you want place it in the data center, You want to place it in your charge to public cloud, You want to derive some of these applications. You want to place it at the far edge, which is a customer prem or a near edge, which is a telco. We've done joint announcements with telcos, like South Dakota Telecom, where we've taken their cell towers and converted them into compute and storage. So they can actually store it at the near edge, right. So this is 5G solutions. I also own the 5G part of the vMware business, but doesn't matter. Compute network storage, we got to find the right mix for placing the workload at the right place. >> You call that the near edge. I think of it as the far edge, but that's what you mean, right? >> Yeah, yeah. >> Way out there in the (mumbles), okay. >> It's all about just optimizing operations, reducing cost, increasing profitability for the customer. >> So you said edge, not its own silo. And I agree. >> it's not a silo. Is mobile a valid sort of example or a little test case because when we developed mobile apps, it drove a lot of things in the data center and in the cloud. Is that a way to think of about it as opposed to like PCs work under their own silo? Yeah, we connect to the internet, but is mobile a reasonable proxy or no? >> Mobile is an interesting proxy. When you think about the application again, you know, you got a platform by the way, you'll get excited by this. We've got mobile developers, mobile device manufacturers. You can count them in your fingers. They want to now have these devices sitting in factory floors because now these devices are so smart. They have sensors, temperature controls. They can act like these multisensory device at the edge, but the app landscape is quite interesting. I think John, where you were going was they have a very thin shim app layer that can be pushed from anywhere. The, the notion of these edge-native applications could be virtual machines, could be containers, could be, you know, this new thing called Web Assembly Wasm, which is a new type of technology, very thin shim layer which is mobile like app layer. But you know, all of these are combination of how these applications may get expressed. The target platforms could be anywhere from mobile devices to IOT gateways, to IOT devices, to servers, to, you know, massive data centers. So what's amazing is this thing can just go everywhere. And our goal is consistent infrastructure, consistent operations across the board. That's where VMware and Dell win together. >> Yeah. >> Yeah, excellent. And I was just talking to a customer today, a major airline manufacturer, okay. About their airport and the future with the mobile device just being frictionless, okay, no one wants to touch anything anymore. You can use your mobile device to do your check-in and you've got to you avoid kiosks, okay. So they're trying to figure out how to get rid of the kiosk. Now you need a kiosk for like checking baggage, okay. You can't get in the way of that, but at least that frictionless experience, for that airport in the future, but it brings in some other issues. >> It does, but I like the sound of that. Last question guys, where can customers go to learn more information about the joint solutions? >> So you can go to like our public websites obviously search on edge. And if you hear at the show, there's a lot of hands on labs, okay. There's a booth over there. A lot of Edge Solutions that we offer. >> Yeah, no, this is I guess as Ryan pointed our websites have these. We've had a lot of partnership in announcements together because you know, one of the things as we've expressed, manufacturing, retail, you know, when you get in the use cases, they involve ISPs, right? So they you know, they bring the value of you know, not just having a horizontal AI platform. We like opinionated models of fraud detection. So we're actually working with ecosystem of partners to make this real. >> So we may even hear more. >> The rich vertical solution, I call it the ISVs. They enrich our vertical solutions. >> Right. >> Oh, WeMo is going to be revolutionary. >> All right, can't wait. Guys thank you so much for joining David and me today and talking about what Dell and vMware are doing together and helping retailers manufacturers really convert the edge to incredible success. We appreciate your time. >> Thank you very much. Thanks Lisa, thanks John for having us. >> For Dave Vellante, I'm Lisa Martin. You're watching the CUBE. We are wrapping up day one of our coverage of Dell Technologies World 2022. We'll be back tomorrow, John Farrer and Dave Nicholson will join us. We'll see you then. (soft music)
SUMMARY :
brought to you by Dell. You can hear probably the buzz behind me. of day one is awesome. that are driving changes at the Edge? Okay, a lot of the customers you know, a lot of this out of consumer demand. So a lot of that has So how do you see that evolution? Hey, all of the new that are highly distributed at the edge. So Ryan, you were talking Kind of like the IT guys And I wonder how you guys you know, in manufacturing. So one of the things we did, and the program of logical controllers you can pivot off a different solutions. So real-time's really interesting. is modeling done in the cloud. The real opportunity is real And the edge volume's going to dwarf you guys describe this Maybe you could talk about because a lot of the you got to pick these signals And you may not even So like super interesting at the edge. And the compute is going 'Cause when you combine the CPU, GPU, NPU, Both of the times we At the edge, we got characteristics, you know, Yeah, I love that edge-native apps I made made it up. So the customers look at us jointly You call that the near edge. increasing profitability for the customer. So you said edge, not its own silo. and in the cloud. I think John, where you were going for that airport in the future, It does, but I like the sound of that. So you can go to So they you know, they bring the value solution, I call it the ISVs. really convert the edge Thank you very much. We'll see you then.
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Steve Mullaney, Aviatrix | AWS re:Invent 2021
(bright music) >> Welcome back to AWS re:Invent. You're watching theCUBE. And we're here with Steve Mullaney, who is the president and CEO of Aviatrix. Steve, I got to tell ya, great to see you man. >> We started the whole pandemic, last show we did was with you guys. >> Steve: Don't say we started, we didn't start it. (steve chuckles) >> Right, we kicked it off (all cross talking) >> It's going to be great. >> Our virtual coverage, that hybrid coverage that we did, how ironic? >> Steve: Yeah, was as the world was shutting down. >> So, great to see you face to face. >> Steve: Great to see you too. >> Wow, so you're two years in? >> Steve: Two and a half years yeah. >> Started, the company was standing start $2 billion valuation, raised a bunch of dough. >> Steve: Yeah. >> That's good, you got to feel good about that. >> We were 38 people, two and a half years ago, we're now 400. We had a couple million in ARR, we're now going to be over a 100 million next year, next calendar year, so significant growth. We just raised $200 million, three months ago at a $2 billion valuation. Now have 550 customers, 54 of them are fortune 500, when I started two and a half years ago, we didn't have any fortune 500s, we had probably about a 100 customers. So, massive growth, big growth (indistinct). >> Awesome, I got to ask you, I love to ask CEO's, entrepreneurs, how did you know when to scale? >> You just know it, when you see it. (indistinct) Yeah, there's no formula, you just know it and what you look for is that point where you say, okay, we've now proven the model and until you do that you minimize things and we actually just went through this. We had 12 sales teams, four months ago, we now have 50. 50, five zero and it's that step function as a company, you don't want to linearly grow 'cause you want to hold until you say, it's happening. And then once you say it's happening, okay, the dogs are eating the dog food, this is good then you flip the other way, and then you say, let's grow as fast as we possibly can and that's kind of the mode we're in right now. >> Okay, You've... >> You just know it when you see it. >> Other piece of that is how fast do you scale? And now you're sort of doing that step function as your going. >> Steve: We are going as fast as we possibly can. >> Wow, that's awesome, congratulations and I know you've got to long way to go. So okay, let's talk about the big trends that you're seeing that Aviatrix has taken advantage of, maybe explain a little bit about what you guys do. >> Yeah. So we are, what I like to call Multi- Cloud Native Networking and Network Security. So, if you think of... >> David: What is multicloud native? You got to explain that. >> I got to to explain that. Here's what's happened, it's happening and what I mean by it's happening is, enterprises at two and a half years ago, this is why I joined Aviatrix, all decided for the first time, we mean it now, we are going into Cloud 'cause before that they were just mouthing it. And they said, "We're going into the Cloud." And oh by the way, I knew two and a half years ago of course it was going to be multicloud, 'cause enterprises run workloads where they run best. That's what they do, it's sometimes it's AWS, sometimes it's ads or sometimes it's Google, it's of course going to be multicloud. And so from an enterprise perspective, they love the DevOps, they love the simplicity, the automation, the infrastructure is code, the Terraform, that Cloud operational model, because this is a business transformation, moving to Cloud is not a technology transformation it's the business. It's the CEO saying we are digitizing we have an existential threat to the survival of our company, I want to grow a market share, I want to be more competitive, we're doing this, stop laying across the tracks technology people, will run you over, we're doing this. And so when they do that as an enterprise, I'm BNY Mellon, I'm United Airlines, you name it, your favorite enterprise. I need the visibility and control from a networking and network security perspective like I used to have on-prem. Now I'm not going to do it in the horrible complex operational model the Cisco 1994 data center, do not bring that crap into my wonderful Cloud, so that ain't happening but, all I get from the Native constructs, I don't get enough of that visibility and control, it's a little bit of a black box, I don't get that. So where do I get the best of the Cloud from an operational model, but yet with the visibility and control that I need, that I used to have on-prem from networking network security, that's Aviatrix. And that's where people find us and so from a networking and network security, so that's why I call it multicloud Native because what we do is, create a layer basically an abstraction layer above all the different Clouds, we create one architecture for networking and network security with advanced services not basic services that run on AWS, Azure, Google, Oracle, Ali Cloud, Top Secret Clouds, GovClouds, you name it. And now the customer has one architecture, which is what enterprises want, I want one network, I want one network security architecture, not AWS Native, Azure Native, Google Native. >> David: Right. >> We leverage those native constructs, abstract it, and then provide a single common architecture with demand services, irrespective of what Cloud you're on. >> Dave, I've been saying this for a couple of years now, that Cloud Native... >> Does that make sense Dave? >> Absolutely. >> That abstraction layer, right? And I said, "The guys who do this, who figure this out are going to make a lot of dough." >> Yeah. >> Snowflakes obviously doing it. >> Yeah. >> You guys are doing it, it's the future. >> Yeah. >> And it's really an obvious construct when you look back at the world of call it Legacy IT for a moment... >> Steve: Yeah. >> Because did we have different networks to hookup different things in a data center? >> No, one network. >> One network of course. I don't care if the physical stack comes from Dell, HP or IBM. >> Steve: That's right, I want an attraction layer above that, yeah. >> Exactly. >> So the other thing that happens is, everybody and you'll understand this from being at Oracle, everybody wants to forget about the network. Network security, it's down in the bowels, it's like plumbing, electricity, it's just, it has to be there but people want to forget about it and so you see Datadog, you see Snowflake, you see HashiCorp going IPO in early December. Guess what? That next layer underneath that, I call it the horsemen of the multicloud infrastructure is networking and network security, that's going to be Aviatrix. >> Well, you guys make some announcements recently in that space, every company is a security company but you're really deep into it. >> Well, that's the interesting thing about it. So I said multicloud Native Networking and Network Security, it's integrated, so guess where network security is going to be done in the Cloud? In the network. >> David: Network. >> Yeah in the network. >> What a strange concept but guess what on-prem it's not, you deflect traffic to this thing called a firewall. Well, why was that? I was at Synoptics, I was at Cisco 'cause we didn't care about network security, so that's why firewall companies existed. >> Dave: Right. >> It should be integrated into the infrastructure. So now in the Cloud, your security posture is way worse than it was on-prem. You're connected to the internet by default so guess what? You want your network to do network security, so we announced two things in security; one, we're now a security competency partner for AWS, they do not give that out lightly. We were networks competency four years ago, we're now network security competency. One of the few that are both, they don't do that, that took us nine months of working with them to get there. And they only do that for the people that really are delivering value. And then what we just announced what we call, 'ThreatIQ with ThreatGuard.' So again, built into the network because we are the network, we understand the traffic, we're the control plane and the data plane, we see all traffic. We integrate into the network, we subscribe to threat databases, public databases, where we see what are the malicious IPS. If we have any traffic anywhere in your overall, and this is multicloud, not just AWS, every single Cloud, if we see that malicious traffic going some into IP guess what? It's probably BIT Mining, Bitcoin, crypto mining, it's probably some sort of data ex filtration. It could be some tour thing that you're connected to, whatever it is, you should not have traffic going. And so we do two things we alert and we show you where that all is and then with ThreatGuard, we actually will do a firewall rule right at that gateway, at that point that it's going out and immediately gone. >> You'll take the action. >> We'll take the action. >> Okay. >> And so every single customer, Dave and David, that we've shown this new capability to, it lights up like a Christmas tree. >> Yeah al bet. Okay, but now you've made some controversial statements... >> Steve: Which time? >> Okay, so you said Cisco, I think VMware... >> Dave: He's writing them down. >> I know but I can back it up. >> I think you said the risk, Cisco, VMware and Arista, they're not even in the Cloud conversation now. Arista, Jayshree Ullal is a business hero of mine, so I don't want to... >> Steve: Yeah, mine too. >> I don't want to interrogate her, she's awesome. >> Steve: Yeah. >> But what do you mean by that? Because can't Cisco come at this from their networking perspective and security and bring that in? What do you mean by they're not in the Cloud conversation? >> They're not in the conversation. >> David: Okay, defend that. >> And the reason is they were about four years ago. So when you're four years ago, you're moving into the Cloud, what's the first thing you do? I'm going to grab my CSR and I'm going to try to jam it in the Cloud. Guess what? The CSR doesn't even know it's in the Cloud, it's looking for ports, right? And so what happens is the operational model is horrendous, so all the Cloud people, it just is like oil and water, so they go, oh, that was horrendous. So no one's doing that, so what happens in the Cloud is they realize the number one thing is the Cloud operational model. I need that simplicity, I have to be a single Terraform provider, infrastructure is code. Where do I put my box with my wires? That's what the on-prem hardware people think. >> David: The selling ports your saying? >> The selling boxes. >> David: Yeah. >> And so they'll say, "Oh, we got us software version of it, it runs as a VM, it has no idea it's in the Cloud." It is not Cloud Native, I call that Cloud naive, they don't understand so then the model doesn't work. And so then they say, "Okay, I'm not going to do that." Then the only other thing they can do, is they look at the Cloud providers themselves and they say, "All right, I'm going to use Native constructs, what do you got?" And what happens basically is the Cloud providers say, "Well, we do everything and anything you'll ever need and networking and network security." And the customers, "Oh my God, it's fantastic." Then they try to use it and what they realize is you get very basic level services, and you get no visibility and control because they're a black box, you don't get to go in. How about troubleshooting, Packet Captures, simple things? How about security controls, performance traffic engineering, performance controls, visibility nothing, right? And so then they go, "Oh shit, I'm an enterprise, I'm not just some DevOps Danny three years ago, who was just spinning up workloads and didn't care about security." No, that was the Cloud three years ago. This is now United, BNY, Nike. This is like elite of elite. So when my VC was here, he said, "It's happening." That's what he meant, it's happening. Meaning enterprises, the dogs are eating the dog food and they need visibility and control, they cannot get it from the Cloud providers. >> It's happening in early days Dave. >> So Steve, we're going to stipulate that you can't jam this stuff into Cloud, but those dinosaurs are real and they're there. Explain how you... >> Steve: Well you called them dinosaurs not me but they're roaming the earth and they're going to run out of food pretty soon. (all laughing) The comet hit the earth. >> Hey, they're going to go down fighting. (all laughing) >> But the dinosaurs didn't all die the day after the comet hit the earth... >> Steve: That's right. >> They took awhile. >> Steve: They took a while. >> So, how are you going to saddle them up? That's the question because you're... >> Steve: It's over there walking dead, I don't need to do anything. >> Is it the captain Kirk to con, let them die. >> Steve: Yeah. >> Because you're in the Cloud, you're multicloud... >> Steve: Yeah. >> That's great, but 80% of my IT still on-prem and I still have Cisco switches. Isn't that just not your market or? >> When IBM and DEC did we have to do anything with IBM and DEC in the 90s, early 90s, when we created BC client server, IP architectures? No, they weren't in the conversation. >> David: Yeah. >> So, we dint compete with them, just like whatever they do on-prem, keep doing it, I wish you the best. >> But you need to integrate with them and play with them. >> Steve: No. >> Not at all? >> No, no we integrate, here is the thing that's going to happen, so to the on-prem people, it's all point of reference. They look at Cloud as off-prem, I'm going to take my operational model on-prem and I'm going to push it into the Cloud. And if I push it into multiple Clouds, they're going to call that multicloud, see we are multicloud. You're pushing your operational model into the Cloud. What's happening is Cloud has won, it won two and a half years ago with every enterprise. It's like a rock in the water. And what's going to happen is that operational model is moving out to the edge, it's moving to the branch, it's moving to the data center and it's moving into edge computing. That's what's happening... >> So outpost, so I put an outpost in my data center... >> Outpost looks like... >> Is that Aviatrix? >> Absolutely, we're going to get dragged with that... >> Dave: Okay, alright. >> Because we're the networking and network security provider, and as the company pushes out, that operational model is going to move out, not the existing on-prem OT, IT branch office then pushing in. And so, what's happening is you're coming at it from the wrong perspective. And this wave is just going to push over and so I'm just following behind this wave of AWS and Azure and Google. >> Here's the thing, you can do this and you don't have a bunch of legacy deductible debt... >> Steve: Yeah. >> So you can be Cloud Native, multicloud native, I think you called it? >> Steve: Yeah, yeah. >> I love it, you're building castles on the sand. >> Steve: Yeah. >> Jerry Chen's thing. >> Steve: Yeah. >> Now, the thing is, today's executives, they're not as naive as Ken Olsen, UNIX as, "Snake oil," who would need a PC, so they're not in denial. >> They're probably not in denial, yeah. >> Right, and so they have some resources, so the problem is they can't move as fast as you can. So, you're going to do really well. >> Steve: Yeah. >> I think they'll eventually get there Steve, but you're going to be, I don't know how many, four or five years ahead, that's a nice lead. >> That's a bet I'll take any day. >> David: Then what you don't think they'll ever get there? >> No, 10 years. (steve laughing) >> Okay, but they're not going out of business. >> No, I didn't say that. >> I know you didn't. >> What they're doing, I wish them all the best. >> Because a lot of their customers move... >> I don't compete with them. >> Yeah. We were out of time. >> Yeah. >> What did you mean by AWS is like Sandals? You mean like cool like Sandals? >> Steve: Oh, no, no, no. I don't want to... >> You mean like the vacation place? >> Have you ever been to Sandals? >> I never done it. What do you mean by that? >> There coming, there coming. Which version of sandals (indistinct)? (people cross talking) >> This is for an enterprise by the way, and look, Sandals is great for a lot of people but if you're a Cloud provider, you have to provide the common set of services for the masses because you need to make money. And oh, by the way, when you go to Sandals, go try it, like get a bottle of wine, they say, "We got red wine or white wine?" "Oh, great, what kind of red wine?" "No, red wine and it's in a box." And they hope that you won't know the difference. The problem is some people in enterprises want Four Seasons, so they want to be able to swipe the card and get a good bottle of wine. And so that's the thing with the Cloud, but the Cloud can't offer up a 200 bottle of wine to everybody. My mom loves box wine, so give her box wine. Where ISBs like us come in, is great but complimentary to the Cloud provider for that person who wants that nice bottle of wine because if AWS had to provide all this level of functionality for everybody, their instant sizes would be too big, >> Too much cost for that. (people cross talking) You're right on. And as long as you can innovate fast and stay ahead of that and keep adding value... >> Well, here's the thing, they're not going to do it for multicloud either though. >> David: I wouldn't trust them to do it with multicloud. >> No. >> David: I wouldn't. >> No enterprise would and I don't think they would ever do it anyway. >> That makes sense. Steve, we've got to go man. You're awesome, love to have you on theCUBE, come back anytime. >> Awesome, thank you. >> All right, keep it right there everybody. You're watching theCUBE, the leader in enterprise tech coverage. (bright music)
SUMMARY :
great to see you man. last show we did was with you guys. Steve: Don't say we Steve: Yeah, was as the Started, the company was standing start That's good, you got we didn't have any fortune 500s, and that's kind of the is how fast do you scale? Steve: We are going as So okay, let's talk about the big trends So, if you think of... You got to explain that. It's the CEO saying we are digitizing and then provide a single for a couple of years now, And I said, "The guys who do this, when you look back at the world of call it I don't care if the physical stack I want an attraction and so you see Datadog, you see Snowflake, Well, you guys make Well, that's the you deflect traffic to this and we show you where that all is And so every single Okay, but now you've made some Okay, so you said I think you said the risk, I don't want to interrogate And the reason is they and you get no visibility and control that you can't jam this stuff into Cloud, and they're going to run Hey, they're going to go down fighting. But the dinosaurs didn't all die That's the question because you're... I don't need to do anything. Is it the captain Kirk Because you're in the and I still have Cisco switches. When IBM and DEC did I wish you the best. But you need to integrate with them here is the thing that's going to happen, So outpost, so I put an to get dragged with that... and as the company pushes out, Here's the thing, you can do this building castles on the sand. Now, the thing is, today's executives, so the problem is they can't I don't know how many, No, 10 years. Okay, but they're not What they're doing, I Because a lot of Yeah. I don't want to... do you mean by that? (people cross talking) And so that's the thing with the Cloud, And as long as you can innovate Well, here's the thing, them to do it with multicloud. and I don't think they to have you on theCUBE, the leader in enterprise tech coverage.
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Debby Briggs & Tyler Cohen Wood | CUBE Conversation
(upbeat music) >> Welcome to this Cube Conversation about women in tech and women in cybersecurity, two things I'm very passionate about. Lisa Martin here, with two guests, Debbie Briggs joins us, the Area Vice President, and Chief Security Officer at NETSCOUT, and Tyler Cohen Wood is here as well, the Founder and CEO of MyConnectedHealth. Ladies, it's an honor to have you on the program. I'm excited to talk to you. >> Thank you so much for having us. >> Completely agree. Tyler and I talked a couple of minutes last week and she has a lot to offer to this. >> I know, I was looking at both of your backgrounds. Very impressive. Tyler, starting with you. I see that you are a nationally recognized Cybersecurity Intelligence, National Security Expert, and former Director of Cyber Risk Management for AT&T. And I also saw that you just won a Top 50 Women in Tech Influencers to Follow for 2021 Award. Congratulations, that's amazing. I would love to know way back in the day, how did you even first become interested in tech? >> Well, it was kind of inevitable that I would go into something like tech because as a kid, I was kind of nerdy. I was obsessed with "Star Trek". I would catalog my "Star Trek" tapes by Stardate. I was just really into it. But when I was in college, I mean, it was the late 90's. Cybersecurity just really wasn't a thing. So I went into music and I worked for a radio station. I loved it, but the format of the radio station changed and I wanted to do something different. And I thought, well, computers. I'll move to San Francisco, and I'm sure I can get a job, 'cause they were hiring anyone with a brain, 'cause it was really the dot com boom. And that's really how I got into it. It was just kind of one of those things. (laughs) >> Did you have, was it like network connection, going from music to tech is quite a jump? >> It's a huge jump. It was, but you know, I was young. I was still fresh out of school. I was really interested in learning and I really wanted to get involved in cyber in some capacity, because I became really fascinated with it. So it was just kind of one of those things, that just sort of happened. >> What an interesting talk about a zig-zaggy path. That's a very, very interesting one. And I have to talk about music with you later. That would be interesting. And Debbie, you also have, as Tyler does, 20 years plus experience in cybersecurity. You've been with NETSCOUT since '04. Were you always interested in tech? Did you study engineering or computer science in school, Debbie? >> Yeah, so I think my interest in tech, just like Tyler started at a very young age. I was always interested in how things worked and how people worked. And some day over a drink, I will tell you some funny stories about things I took apart in my parents house, to figure out how it worked. (Lisa and Tyler laughing) They still don't know it. So I guess I- >> I love that. >> I just love that putting it back together, but I took a more traditional route than Tyler did. I do have a degree in Computer Science, went to school a little bit earlier than Tyler. What I would say is, when I was in college, the Computer Science Center was in the basement of the library and we had these really tiny windows and they sort of hit you in the dark. And I think it was my senior year and I went, "I don't want to sit in a room by myself and write code all day and talk to no one." So, you know, I'm a senior and I'm like, "Okay, I got to, this is not, I did not want to write code all day." And so I happened to fall into a great company and moved onto PCs. And from there went to messaging, to networking and into that, I fell into cybersecurity. So I took that more traditional route and I think I've done every job in IT, except for programming, which is what I really got my degree in. >> But you realized early on, you know, "I don't quite think this is for me." And that's an important thing for anybody in any career, to really listen to your gut. It's telling you something. I love how you both got into cybersecurity, which is now, especially in the last 18 months, with what we've seen with the threat landscape, such an incredible opportunity for anyone. But I'd like to know there's not a lot of women in tech, as we know we've been talking about this for a long time now. We've got maybe a quarter of women at the technology roles are filled by women. Tyler, talk to me about some of the challenges that you faced along your journey to get where you are today. >> Well, I mean, you know, like I said, when I started, it was like 1999, 2000. And there were even less women in cybersecurity and in these tech roles than there are now. And you know, it was difficult because, you know, I remember at my first job, I was so interested in learning about Unix and I would learn everything, I read everything about it. And I ended up getting promoted over all of my male colleagues. And you know, it was really awkward because there was the assumption, they would just say things like, "Oh, well you got that because you're a woman." And that was not the case, but it's that type of stereotyping, you know, that we've had to deal with in this industry. Now I do believe that is changing. And I've seen a lot of evidence of that. We're getting there, but we're not there yet. >> And I agree. I agree completely with what Tyler said. You know, when I started, you were the only woman in the room, you got promoted over your male counterparts. You know, I would say even 10 years ago, you know, someone was like, "Well, you could go for any CISCO role and you'd get the job because you're a woman." And I've had to go and say, "No, I might get an interview because I'm a woman, but you don't get the job just because, you know, you check a box." You know, some of that is still out there, but Tyler you're right, things are changing. I think, you know, three things that we all need to focus in on to continue to move us forward and get more women into tech is the first thing is we have to start younger. I think by high school, a lot of girls and young women have been turned off by technology. So maybe, we need to start in the middle school and ensuring that we've got young girls interested. The second thing is, is we have to have mentors. And I always say, if you're in the security industry, you have to turn around and help the next person out. And if that person is a woman, that's great, but we have to mentor others. And it can be young girls, it could be young gentlemen, but we need to mentor that next group up. And you know, if you're in the position to offer internships during the summer, we don't have to stay to the traditional role and go, "Oh, let me hire just intern from the you know IT, they're getting degrees in IT." You can get creative. And my best worker right now was an intern that worked for me, was an intern for me six years ago. And she has a degree in Finance, so nontraditional route into cyber security. And the third thing I think we need to do is, is there things the industry could do to change things and make things, I don't want to say even 'cause they're not uneven, but for example, I forget what survey it was, but if a woman reads a job description and I can do half of it, I'm not going to apply because I don't feel I'll qualify, where men, on the other hand, if they can do three out of ten they'll apply. So do we need to look at the way we write job descriptions, and use different words, you know, rather than must have these skills. You know, sort of leave it a little bit open, like here are the skills we'd like you to have, or have, you know, a handful of the following. So soften some of those job descriptions. And the second thing is once we get women in, we have to be a little bit more, I'll say inclusive. So, if you're a high tech company, look at, you know, your sales organization. When you go to big shows, do you pay more attention to men on the floor than women on the floor? If you have a sales event where you get different customers together, is it a golf outing or is it something that's maybe a little bit more inclusive than just male? So those are the three things I think as an industry we have to focus in on, start younger, get them, you know, work on mentorships specifically in cyber, and the third thing is, look at some of the things that we're doing, as companies both in our HR and sales practices. >> That's a great, that last piece of advice, Debbie is fantastic. That's one that I hadn't thought about, but you're right. If a job description is written, for must have all of these things and a woman that goes, "I only got three out of the ten. I'm not going to even get past, you know, the recruiter here." How can we write things differently? I also loved your idea of bringing in people with diverse backgrounds. I've been in marketing for 16 years and I've met very few people that actually have marketing degrees, a lot of people. So you get that diversity of thought. Tyler, what are some of your thoughts about how we can help expand the role of women in technology? Do you agree with some of the things that Debbie said? >> I love what Debbie said. I agree 100%. And I started laughing because I was thinking about all the golf outings that I've been on and I don't play golf. (all laughing) I think that there is an untapped resource because there's a lot of women who are now interested in changing their careers and that's a big pool of people. And I think that making it more accessible and making it so that people understand what the different cyber security or cyber jobs are, because a lot of people just assume that it's coding, or it's, you know, working on AI, but that's not necessarily true. I mean, there's so many different avenues. There's marketing, there's forensics, there's incident response. I mean, I could go on and on and on. And oftentimes if people don't know that these types of jobs exist, they're not even going to look for them. So making that more well-known, what the different types of opportunities are to people, I think that that would help kind of open more doors. >> And that goes along beautifully with what Debbie was talking about with respect to mentorship. And I would even add sponsorship in there, but becoming a sponsor of a younger female, who's maybe considering tech or is already in tech to help her navigate the career. Look for the other opportunities. Tyler, as you mentioned, there's a lot to cybersecurity, that is beyond coding and AI for example. So maybe getting the awareness out there more. Did either of you have sponsors when you were early in your career? Are you a sponsor now? Debbie, let's start with you. >> So, I'll answer your first question. I guess I was really fortunate that my first job out of college, I had an internship and I happened to have a female boss. And so, although we may not have called it sponsorship or mentor, she taught me and showed me that, you know, women can be leaders. And she always believed in us and always pushed us to do things beyond what we may have thought we were capable of. Throughout the years, someone once told me that we should all have our own personal board of directors. You know, a group of people that when we're making a decision, that may be life-changing or we're unsure, rather than just having one mentor, having a group of people that you, that you know, they don't have to be in cybersecurity. Yeah, I want someone that's on my board of directors that maybe, is a specialist in cybersecurity, but having other executives in other companies, that can also give you that perspective. You know, so I've always had a personal board of directors. I think I've had three or four different mentors. Some of them, I went out and found. Some of them I have joined organizations that have been fortunate enough to become not only a mentor, but a mentee. And I've kept those relationships up over three or four years. And all those people are now on my personal board of directors, that, you know, if I have a life-changing question, I've got a group of people that I can go back on. >> That is brilliant advice. I love that having a... Isn't that great Tyler? Having a personal- >> Yes Yes! >> Board of directors, especially as we look at cybersecurity and the cybersecurity skills gap Tyler has been, I think it's in its 5th year now, which is there's so much opportunity. What we saw in the threat landscape in the last 18, 19 months during the pandemic was this explosion and the attack surface, ransomware becoming a word that even my mom knows these days. What do you advise Tyler for, you talked about really making people much more aware of all of the opportunities within cyber, but when you think about how you would get women interested in cybersecurity specifically, what are some of the key pieces of advice you would offer? >> Well, again, I think I love the board of directors. I love that. That is brilliant, but I really think that it is about finding mentors, and it is about doing the research, and really asking questions. Because if you reach out to someone on LinkedIn, you know, they may just not respond, but chances are some someone will and, you know, most people in this community are very willing to help. And, you know, I found that to be great. I mean, I've got my board of directors too. I realize that now. (Debbie laughs) But I also like to help other people as well, that are just kind of entering into the field or if they're changing their careers. And it's not necessarily just women, it's people that are interested in getting into an aspect of this industry. And this is a industry where, you know, you can jump from this, to this, to this, to this. I mean, I think that I've had six different major career shifts still within the cybersecurity realm. So, just because you start off doing one thing doesn't mean that that's what you're going to do forever. There're so many different areas. And it's really interesting. I think about my 11 year old niece and she may very well have a job someday, that doesn't even exist right now. That's how quickly cyber and everything connected is moving. And if you think about it, we are connected, there is a cyber component to every single thing that we do, and that's going to continue to expand and continue to grow. And we need more people to be interested, and to want to get into these careers. And I think also it's important for younger girls to let them know these careers are really fun and they're extremely rewarding. And I mean, I hate to use this as an incentive, but there's also a lot of money that can be made too, and that's an incentive to get, you know, women and girls into these careers as well. >> And Tyler, I think you're right. In addition to that, you're always going to have a job. And I think cyber is a great career for someone that are lifelong learners, because like you said, your 11 year old niece, the job, when she graduates from college, she may have, probably doesn't even exist today. And so I think you have to be a lifelong learner. I think one of the things that people may not be aware of is, you know, for women who may have gone the non-traditional route and got degrees later in life, or took time off to raise children and want to come back to work, cyber security is something that, you know, doesn't have to be a nine to five job. I have, it happens to be a gentlemen on my team, who has to get kids on the bus and off the bus. And so we figured out how, you know, he gets up and he works for a couple hours, puts kids on the bus, is in the office. And then he gets the kids off. And once they've had dinner and gone to bed, he puts in a couple more hours. And I think, you know, people need to be aware of, there is some flexibility, there is flexibility in cyber jobs. I mean, it's not a nine to five job, it's not like banking. Well, if you were teller, and your hours are when the bank is open, cyber is 7/24 and jobs can be flexible. And I think people need to be aware of that. >> I agree on the flexibility front, and people also need to be flexible themselves. I do want to ask you both, we're getting low on time, but I've got to ask you, how do you get the confidence, to be, like you said, back in the day, in the room, maybe the only female and I've been in that as well, even in marketing, product marketing years ago. How do you get the confidence to continue moving forward? Even as someone says, "You're only here because you're a female." Tyler, what's your advice to help young women and young men as well fight any sort of challenges that are coming their way? >> I had a mentor when I first moved to the Defense Intelligence Agency, I had an Office Chief and she said to me, "Tyler, you're a Senior Intelligence Officer, you always take a seat at the table. Do not let anyone tell you that you cannot have a seat at the table." And you know, that was good advice. And I think confidence is great. But courage is something that's much more important, because courage is what leads up to confidence. And you really have to believe in yourself and do things that you know are right for you, not because you think it's going to make other people happy. And I think, you know, as women, it's really finding that courage to be brave and to be strong and to be willing to stand out, you know, alone on something, because it's what you care about and what you believe in. And that's really what helps kind of motivate me. >> I love that courage. Debbie, what are your thoughts? >> (laughs) So I was going to say, this is going to be really hard to believe, but when I was 16 years old, I was so shy that if I went to a restaurant and someone served me stone cold food, I wouldn't say a word. I would just eat it. If I bought something in a store and I didn't like it, I'd refuse, I just couldn't bring myself to go to that customer service desk and return it. And my first job in high school, was it a fast food place. And I worked for a gentleman who was a little bit of a tyrant, but you know, I learned how to get a backbone very quickly. And I would have to say now looking back, he was probably my first mentor without even trying to do that. He mentored me on how to believe in myself and how to stand up for what's right. So, Tyler, I completely agree with you. And you know, that's something that people think when they get a mentorship, sometimes it's someone going to mentor them on, you know, something tactical, something they want to know how to do, but sometimes what you need to be mentored in, could be, "How do I believe in myself?" Or "How do I find the courage to be that the only female in the room?" And I think that is where some of that mentorship comes from and, you know, I think, you know, if we go back to mentoring at the middle school, there's lots of opportunities, career fairs, the first robotically, get the middle school level, gives all of us an opportunity to sort of mentor girls at that level. And for all the guys out there who have daughters, this is, you know, how to... It's not like you can get a parenting checklist, "Teach my kid courage." And Tyler, I love that word, but I think that's something that we all need to aspire to bring out in others. >> I love that. I love that. >> Okay with that, I think I love both of your stories, are zig-zaggy in certain ways, one in a more direct cybersecurity path, Debbie with yours. Tyler, yours, very different coming from the music industry. But you both have such great advice. It's really, I would say, I'm going to add that, open your mind to be open to, you can do anything. As Tyler said, there's a very great possibility that right now the job that your niece who's 11 is going to get in the next 10 years, doesn't exist yet. How exciting is that? To have the opportunity to be open-minded enough and flexible enough to say, "I'm going to try that." And I'm going to learn from my mentors, whether it's a fast food cook, which I wouldn't think would be a direct mentor, and recognizing years later, "Wow, what an impact that person had on me, having the courage to do what I have." And so I would ask you like each one more question in terms of just your inspiration for what you're currently doing. Debbie, as the leader of security for NETSCOUT, what inspires you to continue in your current role and seek more? >> So, I'm a lifelong learner. So, I love to learn cybersecurity. You know, every day is a different day. So, it's definitely the ability to continue to learn and to do new things. But the second thing is, is I think I've always been, I don't want to call it a fixer-upper because cybersecurity isn't a fixer-upper, I'm just always wanted to improve upon things. If I've seen something that I think can do better, or a product that could have something new or better in it, you know, that's what excites me is to give people that feedback and to improve on what we've had out there. You know, you had mentioned, we've got this block of jobs that we can't fill. We have to give feedback and how we get the tools and what we have today smarter, so that if there are less of us, we're working smarter and not harder. And so if there is some low-level tasks that we could put back into tools, and talk to vendors and have them do this for us, that's how I think we start to get our way sort of out of the hole. Tyler, any thoughts on that? >> I again, I love that answer. I mean, I think for me, you know, I do like, it's that problem solving thing too. But for me it's also about, it's about compassion. And when I see, you know, a story of some child that's been involved in some kind of cyber bullying attack, or a company that has been broken into, I want to do whatever I can to help people, and to teach people to really protect themselves, so that they feel empowered and they're not afraid of cyber security. So for me, it's also really that drive to really make a difference and really help people. >> And you've both done, I'm sure, so much of that made such a big difference in many communities in which you're involved. I thank you so much for sharing your journeys with me on the program today, and giving such great pointed advice to young men and women, and even some of the older men and women out there that might be kind of struggling about, where do I go next? Your advice is brilliant, ladies. Thank you so much. It's been a pleasure talking with you. >> Thank you. >> Thank you. >> For Debbie Briggs and Tyler Cohen Wood, I'm Lisa Martin. You've been watching this Cube Conversation. (upbeat music)
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have you on the program. and she has a lot to offer to this. And I also saw that you just won And I thought, well, computers. It was, but you know, I was young. And I have to talk about I will tell you some funny stories And I think it was my I love how you both got into And you know, it was difficult because, I think, you know, you know, the recruiter here." And I think that making it more accessible And I would even add sponsorship in there, that can also give you that perspective. I love that having a... but when you think about how and that's an incentive to get, you know, And I think, you know, I do want to ask you both, And I think, you know, as women, I love that courage. And you know, that's something that I love that. And so I would ask you that feedback and to improve I mean, I think for me, you know, I thank you so much for For Debbie Briggs and Tyler Cohen Wood,
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Debby Briggs & Tyler Cohen Wood | CUBE Conversation, October 2021
(upbeat music) >> Welcome to this Cube Conversation about women in tech and women in cybersecurity, two things I'm very passionate about. Lisa Martin here, with two guests, Debbie Briggs joins us, the Area Vice President, and Chief Security Officer at NETSCOUT, and Tyler Cohen Wood is here as well, the Founder and CEO of MyConnectedHealth. Ladies, it's an honor to have you on the program. I'm excited to talk to you. >> Thank you so much for having us. >> Completely agree. Tyler and I talked a couple of minutes last week and she has a lot to offer to this. >> I know, I was looking at both of your backgrounds. Very impressive. Tyler, starting with you. I see that you are a nationally recognized Cybersecurity Intelligence, National Security Expert, and former Director of Cyber Risk Management for AT&T. And I also saw that you just won a Top 50 Women in Tech Influencers to Follow for 2021 Award. Congratulations, that's amazing. I would love to know way back in the day, how did you even first become interested in tech? >> Well, it was kind of inevitable that I would go into something like tech because as a kid, I was kind of nerdy. I was obsessed with "Star Trek". I would catalog my "Star Trek" tapes by Stardate. I was just really into it. But when I was in college, I mean, it was the late 90's. Cybersecurity just really wasn't a thing. So I went into music and I worked for a radio station. I loved it, but the format of the radio station changed and I wanted to do something different. And I thought, well, computers. I'll move to San Francisco, and I'm sure I can get a job, 'cause they were hiring anyone with a brain, 'cause it was really the dot com boom. And that's really how I got into it. It was just kind of one of those things. (laughs) >> Did you have, was it like network connection, going from music to tech is quite a jump? >> It's a huge jump. It was, but you know, I was young. I was still fresh out of school. I was really interested in learning and I really wanted to get involved in cyber in some capacity, because I became really fascinated with it. So it was just kind of one of those things, that just sort of happened. >> What an interesting talk about a zig-zaggy path. That's a very, very interesting one. And I have to talk about music with you later. That would be interesting. And Debbie, you also have, as Tyler does, 20 years plus experience in cybersecurity. You've been with NETSCOUT since '04. Were you always interested in tech? Did you study engineering or computer science in school, Debbie? >> Yeah, so I think my interest in tech, just like Tyler started at a very young age. I was always interested in how things worked and how people worked. And some day over a drink, I will tell you some funny stories about things I took apart in my parents house, to figure out how it worked. (Lisa and Tyler laughing) They still don't know it. So I guess I- >> I love that. >> I just love that putting it back together, but I took a more traditional route than Tyler did. I do have a degree in Computer Science, went to school a little bit earlier than Tyler. What I would say is, when I was in college, the Computer Science Center was in the basement of the library and we had these really tiny windows and they sort of hit you in the dark. And I think it was my senior year and I went, "I don't want to sit in a room by myself and write code all day and talk to no one." So, you know, I'm a senior and I'm like, "Okay, I got to, this is not, I did not want to write code all day." And so I happened to fall into a great company and moved onto PCs. And from there went to messaging, to networking and into that, I fell into cybersecurity. So I took that more traditional route and I think I've done every job in IT, except for programming, which is what I really got my degree in. >> But you realized early on, you know, "I don't quite think this is for me." And that's an important thing for anybody in any career, to really listen to your gut. It's telling you something. I love how you both got into cybersecurity, which is now, especially in the last 18 months, with what we've seen with the threat landscape, such an incredible opportunity for anyone. But I'd like to know there's not a lot of women in tech, as we know we've been talking about this for a long time now. We've got maybe a quarter of women at the technology roles are filled by women. Tyler, talk to me about some of the challenges that you faced along your journey to get where you are today. >> Well, I mean, you know, like I said, when I started, it was like 1999, 2000. And there were even less women in cybersecurity and in these tech roles than there are now. And you know, it was difficult because, you know, I remember at my first job, I was so interested in learning about Unix and I would learn everything, I read everything about it. And I ended up getting promoted over all of my male colleagues. And you know, it was really awkward because there was the assumption, they would just say things like, "Oh, well you got that because you're a woman." And that was not the case, but it's that type of stereotyping, you know, that we've had to deal with in this industry. Now I do believe that is changing. And I've seen a lot of evidence of that. We're getting there, but we're not there yet. >> And I agree. I agree completely with what Tyler said. You know, when I started, you were the only woman in the room, you got promoted over your male counterparts. You know, I would say even 10 years ago, you know, someone was like, "Well, you could go for any CISCO role and you'd get the job because you're a woman." And I've had to go and say, "No, I might get an interview because I'm a woman, but you don't get the job just because, you know, you check a box." You know, some of that is still out there, but Tyler you're right, things are changing. I think, you know, three things that we all need to focus in on to continue to move us forward and get more women into tech is the first thing is we have to start younger. I think by high school, a lot of girls and young women have been turned off by technology. So maybe, we need to start in the middle school and ensuring that we've got young girls interested. The second thing is, is we have to have mentors. And I always say, if you're in the security industry, you have to turn around and help the next person out. And if that person is a woman, that's great, but we have to mentor others. And it can be young girls, it could be young gentlemen, but we need to mentor that next group up. And you know, if you're in the position to offer internships during the summer, we don't have to stay to the traditional role and go, "Oh, let me hire just intern from the you know IT, they're getting degrees in IT." You can get creative. And my best worker right now was an intern that worked for me, was an intern for me six years ago. And she has a degree in Finance, so nontraditional route into cyber security. And the third thing I think we need to do is, is there things the industry could do to change things and make things, I don't want to say even 'cause they're not uneven, but for example, I forget what survey it was, but if a woman reads a job description and I can do half of it, I'm not going to apply because I don't feel I'll qualify, where men, on the other hand, if they can do three out of ten they'll apply. So do we need to look at the way we write job descriptions, and use different words, you know, rather than must have these skills. You know, sort of leave it a little bit open, like here are the skills we'd like you to have, or have, you know, a handful of the following. So soften some of those job descriptions. And the second thing is once we get women in, we have to be a little bit more, I'll say inclusive. So, if you're a high tech company, look at, you know, your sales organization. When you go to big shows, do you pay more attention to men on the floor than women on the floor? If you have a sales event where you get different customers together, is it a golf outing or is it something that's maybe a little bit more inclusive than just male? So those are the three things I think as an industry we have to focus in on, start younger, get them, you know, work on mentorships specifically in cyber, and the third thing is, look at some of the things that we're doing, as companies both in our HR and sales practices. >> That's a great, that last piece of advice, Debbie is fantastic. That's one that I hadn't thought about, but you're right. If a job description is written, for must have all of these things and a woman that goes, "I only got three out of the ten. I'm not going to even get past, you know, the recruiter here." How can we write things differently? I also loved your idea of bringing in people with diverse backgrounds. I've been in marketing for 16 years and I've met very few people that actually have marketing degrees, a lot of people. So you get that diversity of thought. Tyler, what are some of your thoughts about how we can help expand the role of women in technology? Do you agree with some of the things that Debbie said? >> I love what Debbie said. I agree 100%. And I started laughing because I was thinking about all the golf outings that I've been on and I don't play golf. (all laughing) I think that there is an untapped resource because there's a lot of women who are now interested in changing their careers and that's a big pool of people. And I think that making it more accessible and making it so that people understand what the different cyber security or cyber jobs are, because a lot of people just assume that it's coding, or it's, you know, working on AI, but that's not necessarily true. I mean, there's so many different avenues. There's marketing, there's forensics, there's incident response. I mean, I could go on and on and on. And oftentimes if people don't know that these types of jobs exist, they're not even going to look for them. So making that more well-known, what the different types of opportunities are to people, I think that that would help kind of open more doors. >> And that goes along beautifully with what Debbie was talking about with respect to mentorship. And I would even add sponsorship in there, but becoming a sponsor of a younger female, who's maybe considering tech or is already in tech to help her navigate the career. Look for the other opportunities. Tyler, as you mentioned, there's a lot to cybersecurity, that is beyond coding and AI for example. So maybe getting the awareness out there more. Did either of you have sponsors when you were early in your career? Are you a sponsor now? Debbie, let's start with you. >> So, I'll answer your first question. I guess I was really fortunate that my first job out of college, I had an internship and I happened to have a female boss. And so, although we may not have called it sponsorship or mentor, she taught me and showed me that, you know, women can be leaders. And she always believed in us and always pushed us to do things beyond what we may have thought we were capable of. Throughout the years, someone once told me that we should all have our own personal board of directors. You know, a group of people that when we're making a decision, that may be life-changing or we're unsure, rather than just having one mentor, having a group of people that you, that you know, they don't have to be in cybersecurity. Yeah, I want someone that's on my board of directors that maybe, is a specialist in cybersecurity, but having other executives in other companies, that can also give you that perspective. You know, so I've always had a personal board of directors. I think I've had three or four different mentors. Some of them, I went out and found. Some of them I have joined organizations that have been fortunate enough to become not only a mentor, but a mentee. And I've kept those relationships up over three or four years. And all those people are now on my personal board of directors, that, you know, if I have a life-changing question, I've got a group of people that I can go back on. >> That is brilliant advice. I love that having a... Isn't that great Tyler? Having a personal- >> Yes Yes! >> Board of directors, especially as we look at cybersecurity and the cybersecurity skills gap Tyler has been, I think it's in its 5th year now, which is there's so much opportunity. What we saw in the threat landscape in the last 18, 19 months during the pandemic was this explosion and the attack surface, ransomware becoming a word that even my mom knows these days. What do you advise Tyler for, you talked about really making people much more aware of all of the opportunities within cyber, but when you think about how you would get women interested in cybersecurity specifically, what are some of the key pieces of advice you would offer? >> Well, again, I think I love the board of directors. I love that. That is brilliant, but I really think that it is about finding mentors, and it is about doing the research, and really asking questions. Because if you reach out to someone on LinkedIn, you know, they may just not respond, but chances are some someone will and, you know, most people in this community are very willing to help. And, you know, I found that to be great. I mean, I've got my board of directors too. I realize that now. (Debbie laughs) But I also like to help other people as well, that are just kind of entering into the field or if they're changing their careers. And it's not necessarily just women, it's people that are interested in getting into an aspect of this industry. And this is a industry where, you know, you can jump from this, to this, to this, to this. I mean, I think that I've had six different major career shifts still within the cybersecurity realm. So, just because you start off doing one thing doesn't mean that that's what you're going to do forever. There're so many different areas. And it's really interesting. I think about my 11 year old niece and she may very well have a job someday, that doesn't even exist right now. That's how quickly cyber and everything connected is moving. And if you think about it, we are connected, there is a cyber component to every single thing that we do, and that's going to continue to expand and continue to grow. And we need more people to be interested, and to want to get into these careers. And I think also it's important for younger girls to let them know these careers are really fun and they're extremely rewarding. And I mean, I hate to use this as an incentive, but there's also a lot of money that can be made too, and that's an incentive to get, you know, women and girls into these careers as well. >> And Tyler, I think you're right. In addition to that, you're always going to have a job. And I think cyber is a great career for someone that are lifelong learners, because like you said, your 11 year old niece, the job, when she graduates from college, she may have, probably doesn't even exist today. And so I think you have to be a lifelong learner. I think one of the things that people may not be aware of is, you know, for women who may have gone the non-traditional route and got degrees later in life, or took time off to raise children and want to come back to work, cyber security is something that, you know, doesn't have to be a nine to five job. I have, it happens to be a gentlemen on my team, who has to get kids on the bus and off the bus. And so we figured out how, you know, he gets up and he works for a couple hours, puts kids on the bus, is in the office. And then he gets the kids off. And once they've had dinner and gone to bed, he puts in a couple more hours. And I think, you know, people need to be aware of, there is some flexibility, there is flexibility in cyber jobs. I mean, it's not a nine to five job, it's not like banking. Well, if you were teller, and your hours are when the bank is open, cyber is 7/24 and jobs can be flexible. And I think people need to be aware of that. >> I agree on the flexibility front, and people also need to be flexible themselves. I do want to ask you both, we're getting low on time, but I've got to ask you, how do you get the confidence, to be, like you said, back in the day, in the room, maybe the only female and I've been in that as well, even in marketing, product marketing years ago. How do you get the confidence to continue moving forward? Even as someone says, "You're only here because you're a female." Tyler, what's your advice to help young women and young men as well fight any sort of challenges that are coming their way? >> I had a mentor when I first moved to the Defense Intelligence Agency, I had an Office Chief and she said to me, "Tyler, you're a Senior Intelligence Officer, you always take a seat at the table. Do not let anyone tell you that you cannot have a seat at the table." And you know, that was good advice. And I think confidence is great. But courage is something that's much more important, because courage is what leads up to confidence. And you really have to believe in yourself and do things that you know are right for you, not because you think it's going to make other people happy. And I think, you know, as women, it's really finding that courage to be brave and to be strong and to be willing to stand out, you know, alone on something, because it's what you care about and what you believe in. And that's really what helps kind of motivate me. >> I love that courage. Debbie, what are your thoughts? >> (laughs) So I was going to say, this is going to be really hard to believe, but when I was 16 years old, I was so shy that if I went to a restaurant and someone served me stone cold food, I wouldn't say a word. I would just eat it. If I bought something in a store and I didn't like it, I'd refuse, I just couldn't bring myself to go to that customer service desk and return it. And my first job in high school, was it a fast food place. And I worked for a gentleman who was a little bit of a tyrant, but you know, I learned how to get a backbone very quickly. And I would have to say now looking back, he was probably my first mentor without even trying to do that. He mentored me on how to believe in myself and how to stand up for what's right. So, Tyler, I completely agree with you. And you know, that's something that people think when they get a mentorship, sometimes it's someone going to mentor them on, you know, something tactical, something they want to know how to do, but sometimes what you need to be mentored in, could be, "How do I believe in myself?" Or "How do I find the courage to be that the only female in the room?" And I think that is where some of that mentorship comes from and, you know, I think, you know, if we go back to mentoring at the middle school, there's lots of opportunities, career fairs, the first robotically, get the middle school level, gives all of us an opportunity to sort of mentor girls at that level. And for all the guys out there who have daughters, this is, you know, how to... It's not like you can get a parenting checklist, "Teach my kid courage." And Tyler, I love that word, but I think that's something that we all need to aspire to bring out in others. >> I love that. I love that. >> Okay with that, I think I love both of your stories, are zig-zaggy in certain ways, one in a more direct cybersecurity path, Debbie with yours. Tyler, yours, very different coming from the music industry. But you both have such great advice. It's really, I would say, I'm going to add that, open your mind to be open to, you can do anything. As Tyler said, there's a very great possibility that right now the job that your niece who's 11 is going to get in the next 10 years, doesn't exist yet. How exciting is that? To have the opportunity to be open-minded enough and flexible enough to say, "I'm going to try that." And I'm going to learn from my mentors, whether it's a fast food cook, which I wouldn't think would be a direct mentor, and recognizing years later, "Wow, what an impact that person had on me, having the courage to do what I have." And so I would ask you like each one more question in terms of just your inspiration for what you're currently doing. Debbie, as the leader of security for NETSCOUT, what inspires you to continue in your current role and seek more? >> So, I'm a lifelong learner. So, I love to learn cybersecurity. You know, every day is a different day. So, it's definitely the ability to continue to learn and to do new things. But the second thing is, is I think I've always been, I don't want to call it a fixer-upper because cybersecurity isn't a fixer-upper, I'm just always wanted to improve upon things. If I've seen something that I think can do better, or a product that could have something new or better in it, you know, that's what excites me is to give people that feedback and to improve on what we've had out there. You know, you had mentioned, we've got this block of jobs that we can't fill. We have to give feedback and how we get the tools and what we have today smarter, so that if there are less of us, we're working smarter and not harder. And so if there is some low-level tasks that we could put back into tools, and talk to vendors and have them do this for us, that's how I think we start to get our way sort of out of the hole. Tyler, any thoughts on that? >> I again, I love that answer. I mean, I think for me, you know, I do like, it's that problem solving thing too. But for me it's also about, it's about compassion. And when I see, you know, a story of some child that's been involved in some kind of cyber bullying attack, or a company that has been broken into, I want to do whatever I can to help people, and to teach people to really protect themselves, so that they feel empowered and they're not afraid of cyber security. So for me, it's also really that drive to really make a difference and really help people. >> And you've both done, I'm sure, so much of that made such a big difference in many communities in which you're involved. I thank you so much for sharing your journeys with me on the program today, and giving such great pointed advice to young men and women, and even some of the older men and women out there that might be kind of struggling about, where do I go next? Your advice is brilliant, ladies. Thank you so much. It's been a pleasure talking with you. >> Thank you. >> Thank you. >> For Debbie Briggs and Tyler Cohen Wood, I'm Lisa Martin. You've been watching this Cube Conversation. (upbeat music)
SUMMARY :
have you on the program. and she has a lot to offer to this. And I also saw that you just won And I thought, well, computers. It was, but you know, I was young. And I have to talk about I will tell you some funny stories And I think it was my I love how you both got into And you know, it was difficult because, I think, you know, you know, the recruiter here." And I think that making it more accessible And I would even add sponsorship in there, that can also give you that perspective. I love that having a... but when you think about how and that's an incentive to get, you know, And I think, you know, I do want to ask you both, And I think, you know, as women, I love that courage. And you know, that's something that I love that. And so I would ask you that feedback and to improve I mean, I think for me, you know, I thank you so much for For Debbie Briggs and Tyler Cohen Wood,
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Sanzio Bassini, Cineca | CUBE Conversation, October 2021
(upbeat music) >> Welcome to this Cube Conversation. I'm Lisa Martin. I'm talking next with Sanzio Bassini, the head of High Performance Computing at Cineca a Dell Technologies customer. Sanzio, welcome to theCUBE. >> Thank you, it's a pleasure. >> Lisa Martin: Likewise. Nice to see you. So tell us a little bit about Cineca, this is a large computing center, but a very large Italian non-profit consortium. Tell us about it. >> Yes, Cineca has been founded 50 years ago, from the university systems in Italy to support the scientific discovery and the industry innovations using the high-performance computing, and the correlated mythologies like intelligence together with the big data processing, and the simulations. We are a corsortium, which means that is a private not-for-profit organization. Currently our member of the consortium, almost all the universities in Italy and also all the national agencies. >> Lisa Martin: And I also read that you are the top 10 out of the top 500 of the world's fastest super computers. That's a pretty big accomplishment. >> Yes. That is a part of our statutory visions in the last 10 to 15 years , we have been to say, frequent buyers in the top 10. The idea is that we're enabling the scientific discovery by mean of the providing the most advanced systems, and the co-designing the the most advanced HPC systems to promote to support the accents in science. And being part of the European high-performance computing ecosystems. >> Now, talk to me about some of the challenges that Cineca is trying to solve in particular, the human brain project. Talk to us a little bit about that and how you're leveraging high-performance computing to accelerate scientific discovery. >> The human brain project is one of the flagship projects that has been co-funded by the European Commission and the participating member states that are two different, right now , flagships together with another that is just in progress, which is the the quantum of flagship we are participating indirectly together with the National Disaster Council. And we are core partners of the HPC constructors , that is the human brain project. One billion euro of investment, co-founded by the participating states and the European Commissions. it's a project that would combine both the technology issues and the designing of a high-performance computing systems that would meet the requirements of the community. And the big scientific challenges, correlated to the physiological functions of the human brains, including different related to the behavior of the, of the human brain, either from the pathological point of view either from the physiological point of view. In order to better understand the aging user, that it would impact the, the health the public health systems, some other that are correlating with what would be the support for the physiological knowledge of the human brains. And finally computational performance, the human brain is more than Exascale systems, but with a average consumption, which is very low. We are talking about some hundred of wards of energy would provide a, an extreme and computational performance. So if we put the organizing the technology high-performance computing in terms of interconnections now we're morphing the computing systems that would represent a tremendous step in order to facing the big challenges of our base and energies, personalized medicine, climate change, food for all those kinds of big social economic challenge that we are facing. >> Which reading them, besides the human brain project, there are other projects going on, such as that you mentioned. I'd like to understand how Cineca is working with Dell Technologies. You have to translate, as you mentioned a minute ago, the scientific requirements for discovery into high-performance computing requirements. Talk to me about how you've been doing that with partners like Dell Technologies. >> In our computing architectures. We had the need to address the capability to facing the big data processing involved with respect of the Human Brain Project and generally speaking that evolved with the respect of the science-driven that would provide cloud access to the systems by means of containers technologies. And the capability also to address what will be the creation of a Federation for high performance computing facility in Europe. So at the end we manage a competitive dialogue procurement the processor, that in a certain sense would share together with the different potential technology providers, what would be the visions and also the constraints with respect to the divisions including budget constraints and at the end Dell had shown the characteristics of the solution, that it will be more, let's say compliant. And at the same time, flexible with respect of the combinations of very different constraints and requirements. >> Dell Technologies has been sounds like a pretty flexible partner because you've got so many different needs and scientific needs to meet for different researchers. Talk to me about how you mentioned that this is a multi-national effort. How does Cineca serve and work with teams not only in Italy, but in other countries and from other institutes? >> The Italian commitment together with the European member states is that by mean of scientific methods and peer review process roughly speaking of the production capacity, would be shared at the European level, that it's a commitment that has been shared together with the France, Germany, Spain, and Switzerland. Where also of course, the Italian scientists, can apply and participate, but in a sort of emulations and the advanced competition for addressing what will be the excellence in science. The remaining 50% of our production capacity is for, for the national community and in somehow to support the Italian community to be competitive on the worldwide scenario that setting up would lead also to the agreement after the international level, with respect of some of the actions that are promoted in progress in the US and in Japan also that means the sharing options with the US researchers or Japanese researchers in an open space. >> It sounds like the human brain project, which the HPC is powering, which has been around since 2013 is really facilitating global collaboration. Talk to me about some of the results that the high-performance computing environment has helped the human brain project to achieve so far. >> The main outcomes that it will be consolidated in the next phase that will be lead by Euro SPC, which is called the phoenix that stands for Federation of a high-performance computing system in Europe. That provide open service based on two concepts One is the sharing of the ID at the European level. So it means that open the access to the Cineca system to the system in France , to UNIX system in Germany, to fifth system in Switzerland, and to the diocese the marine ocean system in Spain that is federated, ID management, others, et cetera, related to what will be the Federation of data access. The scientific community may share their data in a seamless mode, the actions is being supported by genetic, has to do with the two specific target. One is the elaborations of the data that are provided by the lens, laser, laboratory facility in Florence, that is one of the core parts of garnering the data that would come from the mouse brains, the time user for caviar. And the second part is for the meso scale studies of the cortex of the brain. In some situations they combinations of performance capability of the Federation systems for addressing what would be the simulations of the overall being of the human brain would take a lot of performance that are challenging simulation periodically that they would happen combining that they HPC facility as at European level. >> Right. So I was reading there's a case study by the way, on Cineca that Dell Technologies has published. And some of the results you talked about those at the HPC is facilitating research and results on epilepsy, spinal cord injury, brain prosthesis for the blind, as well as new insights into autism. So incredibly important work that you're doing here for the human brain project. One last question for you. What advice would you give to your peers who might be in similar situations that need to, to build and deploy and maintain high-performance computing environments? Where should they start? >> There is a continuous sharing, of knowledge, experience, best practices, where the situation is different in the sense that there are, what would we be the integration of the high-performance computing technology into their production workflow. That is the sharing of the experience in order to provide a spreads and amplifications of the opportunity for supporting the innovation. That is part of our social mission in Italy, but it's also the objective. that is supported by the European Commission. >> Excellent, that sharing and that knowledge transfer and collaboration. It seems to be absolutely fundamental and the environment that you've built, facilitates that. Sanzio, thank you so much for sharing with us, what Cineca is doing and the great research that's going on there. And across a lot of disciplines. We appreciate you joining the program today. Thank you. >> Thank you. Thank you very much. >> Likewise, for Sanzio Bassini. I'm Lisa Martin. You're watching this Cube Conversation. (upbeat music)
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the head of High Performance Nice to see you. and also all the national agencies. of the world's fastest super computers. in the last 10 to 15 years , the human brain project. that is the human brain project. the human brain project, And the capability also to address what will be the creation of a Talk to me about how you that means the sharing options of the results that the So it means that open the access And some of the results of the high-performance fundamental and the environment Thank you very much. for Sanzio Bassini.
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Clayton Coleman, Red Hat | KubeCon + CloudNative Con NA 2021
>>welcome back everyone to the cube con cloud, David Kahn coverage. I'm john for a host of the cube, we're here in person, 2020 20 a real event, it's a hybrid event, we're streaming live to you with all the great coverage and guests coming on next three days. Clayton Coleman's chief Hybrid cloud architect for Red Hat is joining me here to go over viewers talk but also talk about hybrid cloud. Multi cloud where it's all going road red hats doing great to see you thanks coming on. It's a pleasure to be >>back. It's a pleasure to be back in cuba con. >>Uh it's an honor to have you on as a chief architect at Red Hat on hybrid cloud. It is the hottest area in the market right now. The biggest story we were back in person. That's the biggest story here. The second biggest story, that's the most important story is hybrid cloud. And what does it mean for multi cloud, this is a key trend. You just gave a talk here. What's your take on it? You >>know, I, I like to summarize hybrid cloud as the answer to. It's really the summarization of yes please more of everything, which is, we don't have one of anything. Nobody has got any kind of real footprint is single cloud. They're not single framework, they're not single language, they're not single application server, they're not single container platform, they're not single VM technology. And so, um, and then, you know, looking around here in this, uh, partner space where eight years into kubernetes and there is an enormous ecosystem of tools, technologies, capabilities, add ons, plug ins components that make our applications better. Um the modern application landscape is so huge that I think that's what hybrid really is is it's we've got all these places to run stuff more than ever and we've got all this stuff to run more than ever and it doesn't slow down. So how do we bring sanity to that? How do we understand it? Bring it together and companies has been a big part of that, like it unlocked some of that. What's the next step? >>Yeah, that's a great, great commentary. I want to take into the kubernetes piece but you know, as we've been reporting the digital transformation at all time, high speed is the number one request. People want to go faster, not just speeds and feeds, but like ship code fast to build apps faster. Make it all run faster and secure. Okay, check, get that. Look what we were 15, 15 years ago, 10 years ago, five years ago, 2016. The first coupe con in Seattle we were there for small events kubernetes, we gotta sell it, figure it out. Right convince people >>that it's a it's worth >>it. Yeah. So what's your take on that? Well, I mean, it's mature, it's kind of de facto standard at this point. What's missing. Where is it? >>So I think Kubernetes has succeeded at the core mission which is helping us stop worrying about all the problems that we spent endless amounts of time arguing about, how do I deploy software, How do I roll it out? But in the meantime we've added more types of software. You know, the rise of ai ml um you know, the whole the whole ecosystem around training software models like what is a what is an Ai model? Is it look like an application, does it look like a job? It's part batch, part service. Um It's spread out to the edge. We've added mobile devices. The explosion in mobile computing over the last 10 years has co evolved. And so kubernetes succeeded at that kind of set a floor for what everybody thought was an application. And in the meantime we've added all these other parts of the application. >>It's funny, you know, David Anthony, we're talking about what's to minimum and networks at red hat will be on later. Back in the first two cubicles were like, you know, this is like a TCP I P moment, the Os I model that was a killer part of the stack. Now it was all standardized below TCP I. P. Company feels like a similar kind of construct where it's unifying, is creating some enablement, It's enabling some innovation and it kind of brought everyone together at the same time everyone realized that that's real, >>the whole >>cloud native is real. And now we're in an era now where people are talking about doing things that are completely different. You mentioned as a batch job house ai new software paradigm development paradigms, not to suffer during the lifecycle, but just like software development in general is impacted. >>Absolutely. And you know, the components like, you know, we spent a lot of time talking about how to test and build application, but those are things that we all kind of internalized now we we have seen the processes is critical because it's going to be in lots of places, people are looking to standardize. But sometimes the new technology comes up alongside the side, the thing we're trying to standardize, we're like, well let's just use the new technology instead function as a service is kind of uh it came up, you know, kubernetes group K Native. And then you see, you know, the proliferation of functions as a service choices, what do people use? So there's a lot of choice and we're all building on those common layers, but everybody kind of has their own opinions, everybody's doing something subtly different. >>Let me ask you your opinion on on more under the Hood kind of complexity challenge. There's general consensus in the industry that does a lot of complexity. Okay, you don't mean debate that, but that's in a way, a good thing in the sense if you solve that, that's where innovation comes in. So the goal is to solve complexity, abstract out of the heavy lifting under heavy living in Sandy Jackson. And I would say, or abstract away complexity make things easier to use >>Well and an open source and this ecosystem is an amazing um it's one of the most effective methods we've ever found for trying every possible solution and keeping the five or six most successful and that's a little bit like developers, developers flow downhill, developers are going to do, it's easy if it's easier to put a credit card in and go to the public cloud, you're gonna do it if you can take control away from the teams at your organization that are there to protect you, but maybe aren't as responsive as you like. People will, people will go around those. And so I think a little bit of what we're trying to do is what are the commonalities that we could pick out of this ecosystem that everybody agrees on and make those the downhill path that people follow, not putting a credit card into a cloud, but offering a way for you not to think about what clouds are on until you need to write, because you want to go to the fridge is a developer, you wanna go the fridge, pull out your favorite brand of soda, that favorite band Isoda might have an AWS label also >>talk about the open shift and the Kubernetes relationship, you guys push the boundaries. Um Den is being controlled playing and nodes, these are things that you talked about in your talk, talk about because you guys made some good bets on open shift, we've been covering that, how's that playing out now? It's a relationship now >>is interesting coming into kubernetes, we came in from the platform as a service angle, right, Platform as a service was the first iteration of trying to make the lowest cost path for developers to flow to business value um and so we added things on top of kubernetes, we knew that we were going to complex, so we built in a little bit um in our structure and our way of thinking about cube that it was never going to be just that basic bare bones package that you're gonna have to make choices for people that made sense. Ah obviously as the ecosystems grown, we've tried to grow with it, we've tried to be a layer above kubernetes, we've tried to be a layer in between kubernetes, we've tried to be a layer underneath kubernetes and all of these are valid places to be. Um I think that next step is we're all kind of asking, you know, we've got all this stuff, are there any ways that we can be more efficient? So I like to think about practical benefits, what is a practical benefit That a little bit of opinion nation could bring to this ecosystem and I think it's around applications, it's being application centric, it's what is a team, 90% of the time need to be successful, they need a way to get their code out, they need to get it to the places that they wanted to be, and that place is everywhere. It's not one cloud or on premises or a data center, it's the edge, it's running as a lambda. It's running inside devices that might be being designed in this very room today. >>It's interesting. You know, you're an architect, but also the computer science industry is the people who were trained in the area are learning. It's pretty fascinating and almost intoxicating right now in this this market because you have an operating system, dynamic systems kind of programming model with distributed cloud, edge on fire, that's only gonna get more complicated with 5G and high density data applications. Um and then you've got this changing modal mode of operations were programming with bots and Ai and machine learning to new things, but it's kind of the same distributed computing paradigm. Yeah. What's your reaction to that? >>Well, and it's it's interesting. I was kind of described like layers. We've gone from Lenox replaced proprietary UNIX or mainframe to virtualization, which, and then we had a lot of Lennox, we had some windows too. And then we moved to public cloud and private cloud. We brought config management and moved to kubernetes, um we still got that. Os at the heart of what we do. We've got, uh application libraries and we've shared services and common services. I think it's interesting like to learn from Lennox's lesson, which is we want to build an open expansive ecosystem, You're kind of like kind of like what's going on. We want to pick enough opinion nation that it just works because I think just works is what, let's be honest, like we could come up with all the great theories of what the right way computers should be done, but it's gonna be what's easy, what gets people help them get their jobs done, trying to time to take that from where people are today on cube in cloud, on multiple clouds, give them just a little bit more consolidation. And I think it's a trick people or convince people by showing them how much easier it could be. >>You know, what's interesting around um, what you guys have done a red hat is that you guys have real customers are demanding, you have enterprise customers. So you have your eye on the front edge of the, of the bleeding edge, making things easier. And I think that's good enough is a good angle, but let's, let's face it, people are just lifting and shifting to the cloud now. They haven't yet re factored and re factoring is a concept of taking what you're doing in the cloud of taking advantage of new services to change the operating dynamic and value proposition of say the application. So the smart money is all going there, seeing the funding come into applications that are leveraging the new platform? Re platform and then re factoring what's your take on that because you got the edge, you have other things happening. >>There are so many more types of applications today. And it's interesting because almost all of them start with real practical problems that enterprises or growing tech companies or companies that aren't tech companies but have a very strong tech component. Right? That's the biggest transformation the last 15 years is that you can be a tech company without ever calling yourself a tech company because you have a website and you have an upset and your entire business model flows like that. So there is, I think pragmatically people are, they're okay with their footprint where it is. They're looking to consolidate their very interested in taking advantage of the scale that modern cloud offers them and they're trying to figure out how to bring all the advantages that they have in these modern technologies to these new footprints and these new form factors that they're trying to fit into, whether that's an application running on the edge next to their load bouncer in a gateway, in telco five Gs happening right now. Red hat's been really heavily involved in a telco ecosystem and it's kubernetes through and through its building on those kinds of principles. What are the concepts that help make a hybrid application, an application that spans the data flowing from a device back to the cloud, out to a Gateway processed by a big data system in a private region, someplace where computers cheap can't >>be asylum? No, absolutely not has to be distributed non siloed based >>and how do we do that and keep security? How do we help you track where your data is and who's talking to whom? Um there's a lot of, there's a lot of people here today who are helping people connect. I think that next step that contact connectivity, the knowing who's talking and how they're connecting, that'll be a fundamental part of what emerges as >>that's why I think the observe ability to me is the data is really about a data funding a new data sector of the market that's going to be addressable. I think data address ability is critical. Clayton really appreciate you coming on. And giving a perspective an expert in the field. I gotta ask you, you know, I gotta say from a personal standpoint how open source has truly been a real enabler. You look at how fast new things could come in and be adopted and vetted and things get kicked around people try stuff that fails, but it's they they build on each other. Right? So a I for example, it's just a great example of look at what machine learning and AI is going on, how fast that's been adopted. Absolutely. I don't think that would be done in open source. I have to ask you guys at red hat as you continue your mission and with IBM with that partnership, how do you see people participating with you guys? You're here, you're part of the ecosystem, big player, how you guys continue to work with the community? Take a minute to share what you're working on. >>So uh first off, it's impossible to get anything done I think in this ecosystem without being open first. Um and that's something the red at and IBM are both committed to. A lot of what I try to do is I try to map from the very complex problems that people bring to us because every problem in applications is complex at some later and you've got to have the expertise but there's so much expertise. So you got to be able to blend the experts in a particular technology, the experts in a particular problem domain like the folks who consult or contract or helped design some of these architectures or have that experience at large companies and then move on to advise others and how to proceed. And then you have to be able to take those lessons put them in technology and the technology has to go back and take that feedback. I would say my primary goal is to come to these sorts of events and to share what everyone is facing because if we as a group aren't all working at some level, there won't be the ability of those organizations to react because none of us know the whole stack, none of us know the whole set of details >>And this text changing too. I mean you got to get a reference to a side while it's more than 80s metaphor. But you know, but that changed the game on proprietary and that was like >>getting it allows us to think and to separate. You know, you want to have nice thin layers that the world on top doesn't worry about below except when you need to and below program you can make things more efficient and public cloud, open source kubernetes and the proliferation of applications on top That's happening today. I >>mean Palmer gets used to talk about the hardened top when he was the VM ware Ceo Back in 2010. Remember him saying that he says she predicted >>the whole, we >>call it the mainframe in the cloud at the time because it was a funny thing to say, but it was really a computer. I mean essentially distributed nature of the cloud. It happened. Absolutely. Clayton, thanks for coming on the Cuban sharing your insights appreciate. It was a pleasure. Thank you. Right click here on the Cuban john furry. You're here live in L A for coupon cloud native in person. It's a hybrid event was streaming Also going to the cube platform as well. Check us out there all the interviews. Three days of coverage, we'll be right back Yeah. Mm mm mm I have
SUMMARY :
I'm john for a host of the cube, we're here in person, It's a pleasure to be back in cuba con. Uh it's an honor to have you on as a chief architect at Red Hat on hybrid cloud. And so, um, and then, you know, looking around here in this, I want to take into the kubernetes piece but you know, as we've been reporting the digital transformation Well, I mean, it's mature, it's kind of de facto standard at this point. And in the meantime we've added all these other parts of the application. Back in the first two cubicles were like, you know, this is like a TCP I P moment, the Os I model that development paradigms, not to suffer during the lifecycle, but just like software development in general And you know, the components like, you know, we spent a lot of time talking about So the goal is to solve complexity, abstract out of the heavy lifting to think about what clouds are on until you need to write, because you want to go to the fridge is a developer, you wanna go the fridge, talk about the open shift and the Kubernetes relationship, you guys push the boundaries. Um I think that next step is we're all kind of asking, you know, we've got all this stuff, you have an operating system, dynamic systems kind of programming model with distributed cloud, and moved to kubernetes, um we still got that. You know, what's interesting around um, what you guys have done a red hat is that you guys have real customers are demanding, you have an upset and your entire business model flows like that. How do we help you track where your data is and who's talking to whom? I have to ask you guys at red hat as And then you have to be able to take those lessons put I mean you got to get a reference to a side while it's more than 80s metaphor. that the world on top doesn't worry about below except when you need to and below program you can make Remember him saying that he says she predicted I mean essentially distributed nature of the cloud.
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Bob Thome, Tim Chien & Subban Raghunathan, Oracle
>>Earlier this week, Oracle announced the new X nine M generation of exit data platforms for its cloud at customer and legacy on prem deployments. And the company made some enhancements to its zero data loss, recovery appliance. CLRA something we've covered quite often since its announcement. We had a video exclusive with one Louisa who was the executive vice president of mission critical database technologies. At Oracle. We did that on the day of the announcement who got his take on it. And I asked Oracle, Hey, can we get some subject matter experts, some technical gurus to dig deeper and get more details on the architecture because we want to better understand some of the performance claims that Oracle is making. And with me today is Susan. Who's the vice president of product management for exit data database machine. Bob tome is the vice president of product management for exit data cloud at customer. And Tim chin is the senior director of product management for DRA folks. Welcome to this power panel and welcome to the cube. >>Thank you, Dave. >>Can we start with you? Um, Juan and I, we talked about the X nine M a that Oracle just launched a couple of days ago. Maybe you could give us a recap, some of the, what do we need to know? The, especially I'm interested in the big numbers once more so we can just understand the claims you're making around this announcement. We can dig into that. >>Absolutely. They've very excited to do that. In a nutshell, we have the world's fastest database machine for both LTP and analytics, and we made that even faster, not just simply faster, but for all LPP we made it 70% faster and we took the oil PPV ops all the way up to 27.6 million read IOPS and mind you, this is being measured at the sequel layer for analytics. We did pretty much the same thing, an 87% increase in analytics. And we broke through that one terabyte per second barrier, absolutely phenomenal stuff. Now, while all those numbers by themselves are fascinating, here's something that's even more fascinating in my mind, 80% of the product development work for extra data, X nine M was done during COVID, which means all of us were remote. And what that meant was extreme levels of teamwork between the development teams, manufacturing teams, procurement teams, software teams, the works. I mean, everybody coming together as one to deliver this product, I think it's kudos to everybody who touched this product in one way or the other extremely proud of it. >>Thank you for making that point. And I'm laughing because it's like you the same bolt of a mission-critical OLT T O LTP performance. You had the world record, and now you're saying, adding on top of that. Um, but, okay. But, so there are customers that still, you know, build the builder and they're trying to build their own exit data. What they do is they buy their own servers and storage and networking components. And I do that when I talk to them, they'll say, look, they want to maintain their independence. They don't want to get locked in Oracle, or maybe they believe it's cheaper. You know, maybe they're sort of focused on the, the, the CapEx the CFO has him in the headlock, or they might, sometimes they talk about, they want a platform that can support, you know, horizontal, uh, apps, maybe not Oracle stuff, or, or maybe they're just trying to preserve their job. I don't know, but why shouldn't these customers roll their own and why can't they get similar results just using standard off the shelf technologies? >>Great question. It's going to require a little involved answer, but let's just look at the statistics to begin with. Oracle's exit data was first productized in Delaware to the market in 2008. And at that point in time itself, we had industry leadership across a number of metrics. Today, we are at the 11th generation of exit data, and we are way far ahead than the competition, like 50 X, faster hundred X faster, right? I mean, we are talking orders of magnitude faster. How did we achieve this? And I think the answer to your question is going to lie in what are we doing at the engineering level to make these magical numbers come to, uh, for right first, it starts with the hardware. Oracle has its own hardware server design team, where we are embedding in capabilities towards increasing performance, reliability, security, and scalability down at the hardware level, the database, which is a user level process talks to the hardware directly. >>The only reason we can do this is because we own the source code for pretty much everything in between, starting with the database, going into the operating system, the hypervisor. And as I, as I just mentioned the hardware, and then we also worked with the former elements on this entire thing, the key to making extra data, the best Oracle database machine lies in that engineering, where we take the operating system, make it fit like tongue and groove into, uh, a bit with the opera, with the hardware, and then do the same with the database. And because we have got this deep insight into what are the workloads that are, that are running at any given point in time on the compute side of extra data, we can then do micromanagement at the software layers of how traffic flows are flowing through the entire system and do things like, you know, prioritize all PP transactions on a very specific, uh, you know, queue on the RDMA. >>We'll converse Ethan at be able to do smart scan, use the compute elements in the storage tier to be able to offload SQL processing. They call them the longer I used formats of data, extend them into flash, just a whole bunch of things that we've been doing over the last 12 years, because we have this deep engineering, you can try to cobble a system together, which sort of looks like an extra data. It's got a network and it's got storage, tiering compute here, but you're not going to be able to achieve anything close to what we are doing. The biggest deal in my mind, apart from the performance and the high availability is the security, because we are testing the stack top to bottom. When you're trying to build your own best of breed kind of stuff. You're not going to be able to do that because it depended on the server that had to do something and HP to do something else or Dell to do something else and a Brocade switch to do something it's not possible. We can do this, we've done it. We've proven it. We've delivered it for over a decade. End of story. For as far as I'm concerned, >>I mean, you know, at this fine, remember when Oracle purchased Sohn and I know a big part of that purchase was to get Java, but I remember saying at the time it was a brilliant acquisition. I was looking at it from a financial standpoint. I think you paid seven and a half billion for it. And it automatically, when you're, when Safra was able to get back to sort of pre acquisition margins, you got the Oracle uplift in terms of revenue multiples. So then that standpoint, it was a no brainer, but the other thing is back in the Unix days, it was like HP. Oracle was the standard. And, and in terms of all the benchmarks and performance, but even then, I'm sure you work closely with HP, but it was like to get the stuff to work together, you know, make sure that it was going to be able to recover according to your standards, but you couldn't actually do that deep engineering that you just described now earlier, Subin you, you, you, you stated that the X sign now in M you get, oh, LTP IO, IOP reads at 27 million IOPS. Uh, you got 19 microseconds latency, so pretty impressive stuff, impressive numbers. And you kind of just went there. Um, but how are you measuring these numbers versus other performance claims from your competitors? What what's, you know, are you, are you stacking the deck? Can you give you share with us there? >>Sure. So Shada incidents, we are mentioning it at the sequel layer. This is not some kind of an ion meter or a micro benchmark. That's looking at just a flash subsystem or just a persistent memory subsystem. This is measured at the compute, not doing an entire set of transactions. And how many times can you finish that? Right? So that's how it's being measured. Now. Most people cannot measure it like that because of the disparity and the number of vendors that are involved in that particular solution, right? You've got servers from vendor a and storage from vendor B, the storage network from vendor C, the operating system from vendor D. How do you tune all of these things on your own? You cannot write. I mean, there's only certain bells and whistles and knobs that are available for you to tune, but so that's how we are measuring the 19 microseconds is at the sequel layer. >>What that means is this a real world customer running a real world. Workload is guaranteed to get that kind of a latency. None of the other suppliers can make that claim. This is the real world capability. Now let's take a look at that 19 microseconds we boast and we say, Hey, we had an order of magnitude two orders of magnitude faster than everybody else. When it comes down to latency. And one things that this is we'll do our magic while it is magical. The magic is really grounded in deep engineering and deep physics and science. The way we implement this is we, first of all, put the persistent memory tier in the storage. And that way it's shared across all of the database instances that are running on the compute tier. Then we have this ultra fast hundred gigabit ethernet RDMA over converged ethernet fabric. >>With this, what we have been able to do is at the hardware level between two network interface guides that are resident on that fabric, we create paths that enable high priority low-latency communication between any two end points on that fabric. And then given the fact that we implemented persistent memory in the storage tier, what that means is with that persistent memory, sitting on the memory bus of the processor in the storage tier, we can perform it remote direct memory access operation from the compute tier to memory address spaces in the persistent memory of the storage tier, without the involvement of the operating system on either end, no context, switches, knowing processing latencies and all of that. So it's hardware to hardware, communication with security built in, which is immutable, right? So all of this is built into the hardware itself. So there's no software involved. You perform a read, the data comes back 19 microseconds, boom. End of story. >>Yeah. So that's key to my next topic, which is security because if you're not getting the OSTP involved and that's, you know, very oftentimes if I can get access to the OSTP, I get privileged. Like I can really take advantage of that as a hacker. But so, but, but before I go there, like Oracle talks about, it's got a huge percentage of the Gayety 7% of the fortune 100 companies run their mission, critical workloads on exit data. But so that's not only important to the companies, but they're serving consumer me, right. I'm going to my ATM or I'm swiping my credit card. And Juan mentioned that you use a layered security model. I just sort of inferred anyway, that, that having this stuff in hardware and not have to involve access to the OS actually contributes to better security. But can you describe this in a bit more detail? >>So yeah, what Brian was talking about was this layered security set differently. It is defense in depth, and that's been our mantra and philosophy for several years now. So what does that entail? As I mentioned earlier, we designed our own servers. We do this for performance. We also do it for security. We've got a number of features that are built into the hardware that make sure that we've got immutable areas of form where we, for instance, let me give you this example. If you take an article x86 server, just a standard x86 server, not even express in the form of an extra data system, even if you had super user privileges sitting on top of an operating system, you cannot modify the bias as a user, as a super user that has to be done through the system management network. So we put gates and protection modes, et cetera, right in the hardware itself. >>Now, of course the security of that hardware goes all the way back to the fact that we own the design. We've got a global supply chain, but we are making sure that our supply chain is protected monitored. And, uh, we also protect the last mile of the supply chain, which is we can detect if there's been any tampering of form where that's been, uh, that's occurred in the hardware while the hardware shipped from our factory to the customers, uh, docks. Right? So we, we know that something's been tampered with the moment it comes back up on the customer. So that's on the hardware. Let's take a look at the operating system, Oracle Linux, we own article the next, the entire source code. And what shipping on exit data is the unbreakable enterprise Connell, the carnal and the operating system itself have been reduced in terms of eliminating all unnecessary packages from that operating system bundle. >>When we deliver it in the form of the data, let's put some real numbers on that. A standard Oracle Linux or a standard Linux distribution has got about 5,000 plus packages. These things include like print servers, web servers, a whole bunch of stuff that you're not absolutely going to use at all on exit data. Why ship those? Because the moment you ship more stuff than you need, you are increasing the, uh, the target, uh, that attackers can get to. So on AXA data, there are only 701 packages. So compare this 5,413 packages on a standard Linux, 701 and exit data. So we reduced the attack surface another aspect on this, when we, we do our own STIG, uh, ASCAP benchmarking. If you take a standard Linux and you run that ASCAP benchmark, you'll get about a 30% pass score on exit data. It's 90 plus percent. >>So which means we are doing the heavy lifting of doing the security checks on the operating system before it even goes out to the factory. And then you layer on Oracle database, transparent data encryption. We've got all kinds of protection capabilities, data reduction, being able to do an authentication on a user ID basis, being able to log it, being able to track it, being able to determine who access the system when and log back. So it's basically defend at every single layer. And then of course the customer's responsibility. It doesn't just stop by getting this high secure, uh, environment. They have to do their own job of them securing their network perimeters, securing who has physical access to the system and everything else. So it's a giant responsibility. And as you mentioned, you know, you as a consumer going to an ATM machine and withdrawing money, you would do 200. You don't want to see 5,000 deducted from your account. And so all of this is made possible with exited and the amount of security focus that we have on the system >>And the bank doesn't want to see it the other way. So I'm geeking out here in the cube, but I got one more question for you. Juan talked about X nine M best system for database consolidation. So I, I kinda, you know, it was built to handle all LTP analytics, et cetera. So I want to push you a little bit on this because I can make an argument that, that this is kind of a Swiss army knife versus the best screwdriver or the best knife. How do you respond to that concern and how, how do you respond to the concern that you're putting too many eggs in one basket? Like, what do you tell people to fear you're consolidating workloads to save money, but you're also narrowing the blast radius. Isn't that a problem? >>Very good question there. So, yes. So this is an interesting problem, and it is a balancing act. As you correctly pointed out, you want to have the economies of scale that you get when you consolidate more and more databases, but at the same time, when something happens when hardware fails or there's an attack, you want to make sure that you have business continuity. So what we are doing on exit data, first of all, as I mentioned, we are designing our own hardware and a building in reliability into the system and at the hardware layer, that means having redundancy, redundancy for fans, power supplies. We even have the ability to isolate faulty cores on the processor. And we've got this a tremendous amount of sweeping that's going on by the system management stack, looking for problem areas and trying to contain them as much as possible within the hardware itself. >>Then you take it up to the software layer. We used our reliability to then build high availability. What that implies is, and that's fundamental to the exited architecture is this entire scale out model, our based system, you cannot go smaller than having two database nodes and three storage cells. Why is that? That's because you want to have high availability of your database instances. So if something happens to one server hardware, software, whatever you got another server that's ready to take on that load. And then with real application clusters, you can then switch over between these two, why three storage cells. We want to make sure that when you have got duplicate copies of data, because you at least want to have one additional copy of your data in case something happens to the disc that has got that only that one copy, right? So the reason we have got three is because then you can Stripe data across these three different servers and deliver high availability. >>Now you take that up to the rack level. A lot of things happen. Now, when you're really talking about the blast radius, you want to make sure that if something physically happens to this data center, that you have infrastructure that's available for it to function for business continuity, we maintain, which is why we have the maximum availability architecture. So with components like golden gate and active data guard, and other ways by which we can keep to this distant systems in sync is extremely critical for us to deliver these high availability paths that make, uh, the whole equation about how many eggs in one basket versus containing the containment of the blast radius. A lot easier to grapple with because business continuity is something which is paramount to us. I mean, Oracle, the enterprise is running on Xcel data. Our high value cloud customers are running on extra data. And I'm sure Bob's going to talk a lot more about the cloud piece of it. So I think we have all the tools in place to, to go after that optimization on how many eggs in one basket was his blast radius. It's a question of working through the solution and the criticalities of that particular instance. >>Okay, great. Thank you for that detailed soup. We're going to give you a break. You go take a breath, get a, get a drink of water. Maybe we'll come back to you. If we have time, let's go to Bob, Bob, Bob tome, X data cloud at customer X nine M earlier this week, Juan said kinda, kinda cocky. What we're bothering, comparing exit data against your cloud, a customer against outpost or Azure stack. Can you elaborate on, on why that is? >>Sure. Or you, you know, first of all, I want to say, I love, I love baby. We go south posts. You know why it affirms everything that we've been doing for the past four and a half years with clouded customer. It affirms that cloud is running that running cloud services in customers' data center is a large and important market, large and important enough that AWS felt that the need provide these, um, you know, these customers with an AWS option, even if it only supports a sliver of the functionality that they provide in the public cloud. And that's what they're doing. They're giving it a sliver and they're not exactly leading with the best they could offer. So for that reason, you know, that reason alone, there's really nothing to compare. And so we, we give them the benefit of the doubt and we actually are using their public cloud solutions. >>Another point most customers are looking to deploy to Oracle cloud, a customer they're looking for a per performance, scalable, secure, and highly available platform to deploy. What's offered their most critical databases. Most often they are Oracle databases does outposts for an Oracle database. No. Does outpost run a comparable database? Not really does outposts run Amazon's top OTP and analytics database services, the ones that are top in their cloud public cloud. No, that we couldn't find anything that runs outposts that's worth comparing against X data clouded customer, which is why the comparisons are against their public cloud products. And even with that still we're looking at numbers like 50 times a hundred times slower, right? So then there's the Azure stack. One of the key benefits to, um, you know, that customers love about the cloud that I think is really under, appreciated it under appreciated is really that it's a single vendor solution, right? You have a problem with cloud service could be I as pass SAS doesn't matter. And there's a single vendor responsible for fixing your issue as your stack is missing big here, because they're a multi-vendor cloud solution like AWS outposts. Also, they don't exactly offer the same services in the cloud that they offer on prem. And from what I hear, it can be a management nightmare requiring specialized administrators to keep that beast running. >>Okay. So, well, thanks for that. I'll I'll grant you that, first of all, granted that Oracle was the first with that same, same vision. I always tell people that, you know, if they say, well, we were first I'm like, well, actually, no, Oracle's first having said that, Bob and I hear you that, that right now, outpost is a one Datto version. It doesn't have all the bells and whistles, but neither did your cloud when you first launched your cloud. So let's, let's let it bake for a while and we'll come back in a couple of years and see how things compare. So if you're up for it. Yeah. >>Just remember that we're still in the oven too. Right. >>Okay. All right. Good. I love it. I love the, the chutzpah. One also talked about Deutsche bank. Um, and that, I, I mean, I saw that Deutsche bank announcement, how they're working with Oracle, they're modernizing their infrastructure around database. They're building other services around that and kind of building their own sort of version of a cloud for their customers. How does exit data cloud a customer fit in to that whole Deutsche bank deal? Is, is this solution unique to Deutsche bank? Do you see other organizations adopting clouded customer for similar reasons and use cases? >>Yeah, I'll start with that. First. I want to say that I don't think Georgia bank is unique. They want what all customers want. They want to be able to run their most important workloads. The ones today running their data center on exit eight as a non other high-end systems in a cloud environment where they can benefit from things like cloud economics, cloud operations, cloud automations, but they can't move to public cloud. They need to maintain the service levels, the performance, the scalability of the security and the availability that their business has. It has come to depend on most clouds can't provide that. Although actually Oracle's cloud can our public cloud Ken, because our public cloud does run exit data, but still even with that, they can't do it because as a bank, they're subject to lots of rules and regulations, they cannot move their 40 petabytes of data to a point outside the control of their data center. >>They have thousands of interconnected databases, right? And applications. It's like a rat's nest, right? And this is similar many large customers have this problem. How do you move that to the cloud? You can move it piecemeal. Uh, I'm going to move these apps and, you know, not move those apps. Um, but suddenly ended up with these things where some pieces are up here. Some pieces are down here. The thing just dies because of the long latency over a land connection, it just doesn't work. Right. So you can also shut it down. Let's shut it down on, on Friday and move everything all at once. Unfortunately, when you're looking at it, a state decides that most customers have, you're not going to be able to, you're going to be down for a month, right? Who can, who can tolerate that? So it's a big challenge and exited cloud a customer let's then move to the cloud without losing control of their data. >>And without unhappy having to untangle that thousands of interconnected databases. So, you know, that's why these customers are choosing X data, clouded customer. More importantly, it sets them up for the future with exited cloud at customer, they can run not just in their data center, but they could also run in public cloud, adjacent sites, giving them a path to moving some work out of the data center and ultimately into the public cloud. You know, as I said, they're not unique. Other banks are watching and some are acting and it's not just banks. Just last week. Telefonica telco in Spain announced their intent to migrate the bulk of their Oracle databases to excavate a cloud at customer. This will be the key cloud platform running. They're running in their data center to support both new services, as well as mission critical and operational systems. And one last important point exited cloud a customer can also run autonomous database. Even if customers aren't today ready to adopt this. A lot of them are interested in it. They see it as a key piece of the puzzle moving forward in the future and customers know that they can easily start to migrate to autonomous in the future as they're ready. And this of course is going to drive additional efficiencies and additional cost savings. >>So, Bob, I got a question for you because you know, Oracle's playing both sides, right? You've got a cloud, you know, you've got a true public cloud now. And, and obviously you have a huge on-premise state. When I talk to companies that don't own a cloud, uh, whether it's Dell or HPE, Cisco, et cetera, they have made, they make the point. And I agree with them by the way that the world is hybrid, not everything's going into the, to the cloud. However, I had a lot of respect for folks at Amazon as well. And they believed long-term, they'll say this, they've got them on record of saying this, that they believe long-term ultimately all workloads are going to be running in the cloud. Now, I guess it depends on how you define the cloud. The cloud is expanding and all that other stuff. But my question to you, because again, you kind of on both sides, here are our hybrid solutions like cloud at customer. Do you see them as a stepping stone to the cloud, or is cloud in your data center, sort of a continuous sort of permanent, you know, essential play >>That. That's a great question. As I recall, people debated this a few years back when we first introduced clouded customer. And at that point, some people I'm talking about even internal Oracle, right? Some people saw this as a stop gap measure to let people leverage cloud benefits until they're really ready for the public cloud. But I think over the past four and a half years, the changing the thinking has changed a little bit on this. And everyone kind of agrees that clouded customer may be a stepping stone for some customers, but others see that as the end game, right? Not every workload can run in the public cloud, not at least not given the, um, you know, today's regulations and the issues that are faced by many of these regulated industries. These industries move very, very slowly and customers are content to, and in many cases required to retain complete control of their data and they will be running under their control. They'll be running with that data under their control and the data center for the foreseeable future. >>Oh, I got another question for kind of just, if I could take a little tangent, cause the other thing I hear from the, on the, the, the on-prem don't own, the cloud folks is it's actually cheaper to run in on-prem, uh, because they're getting better at automation, et cetera. When you get the exact opposite from the cloud guys, they roll their eyes. Are you kidding me? It's way cheaper to run it in the cloud, which is more cost-effective is it one of those? It depends, Bob. >>Um, you know, the great thing about numbers is you can make, you can, you can kind of twist them to show anything that you want, right? That's a have spreadsheet. Can I, can, I can sell you on anything? Um, I think that there's, there's customers who look at it and they say, oh, on-premise sheet is cheaper. And there's customers who look at it and say, the cloud is cheaper. If you, um, you know, there's a lot of ways that you may incur savings in the cloud. A lot of it has to do with the cloud economics, the ability to pay for what you're using and only what you're using. If you were to kind of, you know, if you, if you size something for your peak workload and then, you know, on prem, you probably put a little bit of a buffer in it, right? >>If you size everything for that, you're gonna find that you're paying, you know, this much, right? All the time you're paying for peak workload all the time with the cloud, of course, we support scaling up, scaling down. We supply, we support you're paying for what you use and you can scale up and scale down. That's where the big savings is now. There's also additional savings associated with you. Don't have the cloud vendors like work. Well, we manage that infrastructure for you. You no longer have to worry about it. Um, we have a lot of automation, things that you use to either, you know, probably what used to happen is you used to have to spend hours and hours or years or whatever, scripting these things yourselves. We now have this automation to do it. We have, um, you eyes that make things ad hoc things, as simple as point and click and, uh, you know, that eliminates errors. And, and it's often difficult to put a cost on those things. And I think the more enlightened customers can put a cost on all of those. So the people that were saying it's cheaper to run on prem, uh, they, they either, you know, have a very stable workload that never changes and their environment never changes, um, or more likely. They just really haven't thought through the, all the hidden costs out there. >>All right, you got some new features. Thank you for that. By the way, you got some new features in, in cloud, a customer, a what are those? Do I have to upgrade to X nine M to, to get >>All right. So, you know, we're always introducing new features for clouded customer, but two significant things that we've rolled out recently are operator access control and elastic storage expansion. As we discussed, many organizations are using Axeda cloud a customer they're attracting the cloud economics, the operational benefits, but they're required by regulations to retain control and visibility of their data, as well as any infrastructure that sits inside their data center with operator access control, enabled cloud operations, staff members must request access to a customer system, a customer, it team grants, a designated person, specific access to a specific component for a specific period of time with specific privileges, they can then kind of view audit controls in real time. And if they see something they don't like, you know, Hey, what's this guy doing? It looks like he's, he's stealing my data or doing something I don't like, boom. >>They can kill that operators, access the session, the connections, everything right away. And this gives everyone, especially customers that need to, you know, regulate remote access to their infrastructure. It gives them the confidence that they need to use exit data cloud, uh, conduct, customer service. And, and the other thing that's new is, um, elastic storage expansion. Customers could out add additional service to their system either at initial deployment or after the fact. And this really provides two important benefits. The first is that they can right size their configuration if they need only the minimum compute capacity, but they don't need the maximum number of storage servers to get that capacity. They don't need to subscribe to kind of a fixed shape. We used to have fixed shapes, I guess, with hundreds of unnecessary database cores, just to get the storage capacity, they can select a smaller system. >>And then incrementally add on that storage. The second benefit is the, is kind of key for many customers. You are at a storage, guess what you can add more. And that way, when you're out of storage, that's really important. Now they'll get to your last part of that question. Do you need a deck, a new, uh, exit aquatic customer XIM system to get these features? No they're available for all gen two exited clouded customer systems. That's really one of the best things about cloud. The service you subscribed to today just keeps getting better and better. And unless there's some technical limitation that, you know, we, and it, which is rare, most new features are available even for the oldest cloud customer systems. >>Cool. And you can bring that in on from my, my last question for you, Bob is a, another one on security. Obviously, again, we talked to Susan about this. It's a big deal. How can customer data be secure if it's in the cloud, if somebody, other than the, their own vetted employees are managing the underlying infrastructure, is is that a concern you hear a lot and how do you handle that? >>You know, it's, it's only something because a lot of these customers, they have big, you know, security people and it's their job to be concerned about that kind of stuff. And security. However, is one of the biggest, but least appreciate appreciated benefits of cloud cloud vendors, such as Oracle hire the best and brightest security experts to ensure that their clouds are secure. Something that only the largest customers can afford to do. You're a small, small shop. You're not going to be able to, you know, hire some of this expertise. So you're better off being in the cloud. Customers who are running in the Oracle cloud can also use articles, data, safe tool, which we provide, which basically lets you inspect your databases, insurance. Sure that everything is locked down and secure and your data is secure. But your question is actually a little bit different. >>It was about potential internal threats to company's data. Given the cloud vendor, not the customer's employees have access to the infrastructure that sits beneath the databases and really the first and most important thing we do to protect customers' data is we encrypt that database by default. Actually Subin listed a whole laundry list of things, but that's the one thing I want to point out. We encrypt your database. It's, you know, it's, it's encrypted. Yes. It sits on our infrastructure. Yes. Our operations persons can actually see those data files sitting on the infrastructure, but guess what? They can't see the data. The data is encrypted. All they see as kind of a big encrypted blob. Um, so they can't access the data themselves. And you know, as you'd expect, we have very tight controls over operations access to the infrastructure. They need to securely log in using mechanisms by stuff to present, prevent unauthorized access. >>And then all access is logged and suspicious. Activities are investigated, but that still may not be enough for some customers, especially the ones I mentioned earlier, the regulated industries. And that's why we offer app operator access control. As I mentioned, that gives customers complete control over the access to the infrastructure. The, when the, what ops can do, how long can they do it? Customers can monitor in real time. And if they see something they don't like they stop it immediately. Lastly, I just want to mention Oracle's data ball feature. This prevents administrators from accessing data, protecting data from road operators, robot, world operations, whether they be from Oracle or from the customer's own it staff, this database option. A lot of ball is sorry. Database ball data vault is included when running a license included service on exited clouded customer. So basically to get it with the service. Got it. >>Hi Tom. Thank you so much. It's unbelievable, Bob. I mean, we've got a lot to unpack there, but uh, we're going to give you a break now and go to Tim, Tim chin, zero data loss, recovery appliance. We always love that name. The big guy we think named it, but nobody will tell us, but we've been talking about security. There's been a lot of news around ransomware attacks. Every industry around the globe, any knucklehead with, uh, with a high school diploma could become a ransomware attack or go in the dark web, get, get ransomware as a service stick, a, put a stick in and take a piece of the VIG and hopefully get arrested. Um, with, when you think about database, how do you deal with the ransomware challenge? >>Yeah, Dave, um, that's an extremely important and timely question. Um, we are hearing this from our customers. We just talk about ha and backup strategies and ransomware, um, has been coming up more and more. Um, and the unfortunate thing that these ransoms are actually paid, um, uh, in the hope of the re you know, the, uh, the ability to access the data again. So what that means it tells me is that today's recovery solutions and processes are not sufficient to get these systems back in a reliable and timely manner. Um, and so you have to pay the ransom, right, to get, uh, to get the, even a hope of getting the data back now for databases. This can have a huge impact because we're talking about transactional workloads. And so even a compromise of just a few minutes, a blip, um, can affect hundreds or even thousands of transactions. This can literally represent hundreds of lost orders, right? If you're a big manufacturing company or even like millions of dollars worth of, uh, financial transactions in a bank. Right. Um, and that's why protecting databases at a transaction level is especially critical, um, for ransomware. And that's a huge contrast to traditional backup approaches. Okay. >>So how do you approach that? What do you, what do you do specifically for ransomware protection for the database? >>Yeah, so we have the zero data loss recovery appliance, which we announced the X nine M generation. Um, it is really the only solution in the market, which offers that transaction level of protection, which allows all transactions to be recovered with zero RPO, zero again, and this is only possible because Oracle has very innovative and unique technology called real-time redo, which captures all the transactional changes from the databases by the appliance, and then stored as well by the appliance, moreover, the appliance validates all these backups and reading. So you want to make sure that you can recover them after you've sent them, right? So it's not just a file level integrity check on a file system. That's actual database level of validation that the Oracle blocks and the redo that I mentioned can be restored and recovered as a usable database, any kind of, um, malicious attack or modification of that backup data and transmit that, or if it's even stored on the appliance and it was compromised would be immediately detected and reported by that validation. >>So this allows administrators to take action. This is removing that system from the network. And so it's a huge leap in terms of what customers can get today. The last thing I just want to point out is we call our cyber vault deployment, right? Um, a lot of customers in the industry are creating what we call air gapped environments, where they have a separate location where their backup copies are stored physically network separated from the production systems. And so this prevents ransomware for possibly infiltrating that last good copy of backups. So you can deploy recovery appliance in a cyber vault and have it synchronized at random times when the network's available, uh, to, to keep it in sync. Right. Um, so that combined with our transaction level zero data loss validation, it's a nice package and really a game changer in protecting and recovering your databases from modern day cyber threats. >>Okay, great. Thank you for clarifying that air gap piece. Cause I, there was some confusion about that. Every data protection and backup company that I know as a ransomware solution, it's like the hottest topic going, you got newer players in, in, in recovery and backup like rubric Cohesity. They raised a ton of dough. Dell has got solutions, HPE just acquired Zerto to deal with this problem. And other things IBM has got stuff. Veem seems to be doing pretty well. Veritas got a range of, of recovery solutions. They're sort of all out there. What's your take on these and their strategy and how do you differentiate? >>Yeah, it's a pretty crowded market, like you said. Um, I think the first thing you really have to keep in mind and understand that these vendors, these new and up and coming, um, uh, uh, vendors start in the copy data management, we call CDN space and they're not traditional backup recovery designed are purpose built for the purpose of CDM products is to provide these fast point in time copies for test dev non-production use, and that's a viable problem and it needs a solution. So you create these one time copy and then you create snapshots. Um, after you apply these incremental changes to that copy, and then the snapshot can be quickly restored and presented as like it's a fully populated, uh, file. And this is all done through the underlying storage of block pointers. So all of this kind of sounds really cool and modern, right? It's like new and upcoming and lots of people in the market doing this. Well, it's really not that modern because we've, we know storage, snapshot technologies has been around for years. Right. Um, what these new vendors have been doing is essentially repackaging the old technology for backup and recovery use cases and having sort of an easier to use automation interface wrapped around it. >>Yeah. So you mentioned a copy data management, uh, last year, active FIO. Uh, they started that whole space from what I recall at one point there, they value more than a billion dollars. They were acquired by Google. Uh, and as I say, they kind of created that, that category. So fast forward a little bit, nine months a year, whatever it's been, do you see that Google active FIO offer in, in, in customer engagements? Is that something that you run into? >>We really don't. Um, yeah, it was really popular and known some years ago, but we really don't hear about it anymore. Um, after the acquisition, you look at all the collateral and the marketing, they are really a CDM and backup solution exclusively for Google cloud use cases. And they're not being positioned as for on premises or any other use cases outside of Google cloud. That's what, 90, 90 plus percent of your market there that isn't addressable now by Activia. So really we don't see them in any of our engagements at this time. >>I want to come back and push it a little bit, uh, on some of the tech that you said, it's kind of really not that modern. Uh, I mean it's, if they certainly position it as modern, a lot of the engineers who are building there's new sort of backup and recovery capabilities came from the hyperscalers, whether it's copy data management, you know, the bot mock quote, unquote modern backup recovery, it's kind of a data management, sort of this nice all in one solution seems pretty compelling. How does recovery clients specifically stack up? You know, a lot of people think it's a niche product for, for really high end use cases. Is that fair? How do you see a town? >>Yeah. Yeah. So it's, I think it's so important to just, you know, understand, again, the fundamental use of this technology is to create data copies for test W's right. Um, and that's really different than operational backup recovery in which you must have this ability to do full and point in time recoverability in any production outage or Dr. Situation. Um, and then more importantly, after you recover and your applications are back in business, that performance must continue to meet servers levels as before. And when you look at a CDM product, um, and you restore a snapshot and you say with that product and the application is brought up on that restored snapshot, what happens or your production application is now running on actual read rideable snapshots on backup storage. Remember they don't restore all the data back to the production, uh, level stores. They're restoring it as a snapshot okay. >>Onto their storage. And so you have a huge difference in performance. Now running these applications where they instantly recovered, if you will database. So to meet these true operational requirements, you have to fully restore the files to production storage period. And so recovery appliance was first and foremost designed to accomplish this. It's an operational recovery solution, right? We accomplish that. Like I mentioned, with this real-time transaction protection, we have incremental forever backup strategies. So that you're just taking just the changes every day. And you, you can create these virtual full backups that are quickly restored, fully restored, if you will, at 24 terabytes an hour. And we validate and document that performance very clearly in our website. And of course we provide that continuous recovery validation for all the backups that are stored on the system. So it's, um, it's a very nice, complete solution. >>It scales to meet your demands, hundreds of thousands of databases, you know, it's, um, you know, these CDM products might seem great and they work well for a few databases, but then you put a real enterprise load and these hundreds of databases, and we've seen a lot of times where it just buckles, you know, it can't handle that kind of load in that, uh, in that scale. Uh, and, and this is important because customers read their marketing and read the collateral like, Hey, instant recovery. Why wouldn't I want that? Well, it's, you know, nicer than it looks, you know, it always sounds better. Right. Um, and so we have to educate them and about exactly what that means for the database, especially backup recovery use cases. And they're not really handled well, um, with their products. >>I know I'm like way over. I had a lot of questions on this announcement and I was gonna, I was gonna let you go, Tim, but you just mentioned something that, that gave me one more question if I may. So you talked about, uh, supporting hundreds of thousands of databases. You petabytes, you have real world use cases that, that actually leverage the, the appliance in these types of environments. Where does it really shine? >>Yeah. Let me just give you just two real quick ones. You know, we have a company energy transfer, the major natural gas and pipeline operator in the U S so they are a big part of our country's critical infrastructure services. We know ransomware, and these kinds of threats are, you know, are very much viable. We saw the colonial pipeline incident that happened, right? And so the attack, right, critical services while energy transfer was running, lots of databases and their legacy backup environments just couldn't keep up with their enterprise needs. They had backups taking like, well, over a day, they had restores taking several hours. Um, and so they had problems and they couldn't meet their SLS. They moved to the recovery appliance and now they're seeing backwards complete with that incremental forever in just 15 minutes. So that's like a 48 times improvement in backup time. >>And they're also seeing restores completing in about 30 minutes, right. Versus several hours. So it's a, it's a huge difference for them. And they also get that nice recovery validation and monitoring by the system. They know the health of their enterprise at their fingertips. The second quick one is just a global financial services customer. Um, and they have like over 10,000 databases globally and they, they really couldn't find a solution other than throw more hardware kind of approach to, uh, to fix their backups. Well, this, uh, not that the failures and not as the issues. So they moved to recovery appliance and they saw their failed backup rates go down for Matta plea. They saw four times better backup and restore performance. Um, and they have also a very nice centralized way to monitor and manage the system. Uh, real-time view if you will, that data protection health for their entire environment. Uh, and they can show this to the executive management and auditing teams. This is great for compliance reporting. Um, and so they finally done that. They have north of 50 plus, um, recovery appliances a day across that on global enterprise. >>Love it. Thank you for that. Um, uh, guys, great power panel. We have a lot of Oracle customers in our community and the best way to, to help them is to, I get to ask you a bunch of questions and get the experts to answer. So I wonder if you could bring us home, maybe you could just sort of give us the, the top takeaways that you want to your customers to remember in our audience to remember from this announcement. >>Sure, sorry. Uh, I want to actually pick up from where Tim left off and talk about a real customer use case. This is hot off the press. One of the largest banks in the United States, they decided to, that they needed to update. So performance software update on 3000 of their database instances, which are spanning 68, exited a clusters, massive undertaking, correct. They finished the entire task in three hours, three hours to update 3000 databases and 68 exited a clusters. Talk about availability, try doing this on any other infrastructure, no way anyone's going to be able to achieve this. So that's on terms of the availability, right? We are engineering in all of the aspects of database management, performance, security availability, being able to provide redundancy at every single level is all part of the design philosophy and how we are engineering this product. And as far as we are concerned, the, the goal is for forever. >>We are just going to continue to go down this path of increasing performance, increasing the security aspect of the, uh, of the infrastructure, as well as our Oracle database and keep going on this. You know, this, while these have been great results that we've delivered with extra data X nine M the, the journey is on and to our customers. The biggest advantage that you're going to get from the kind of performance metrics that we are driving with extra data is consolidation consolidate more, move, more database instances onto the extended platform, gain the benefits from that consolidation, reduce your operational expenses, reduce your capital expenses. They use your management expenses, all of those, bring it down to accelerator. Your total cost of ownership is guaranteed to go down. Those are my key takeaways, Dave >>Guys, you've been really generous with your time. Uh Subin uh, uh, uh, Bob, Tim, I appreciate you taking my questions and we'll willingness to go toe to toe, really? Thanks for your time. >>You're welcome, David. Thank you. Thank you. >>And thank you for watching this video exclusive from the cube. This is Dave Volante, and we'll see you next time. Be well.
SUMMARY :
We did that on the day of the announcement who got his take on it. Maybe you could give us a recap, 80% of the product development work for extra data, that still, you know, build the builder and they're trying to build their own exit data. And I think the answer to your question is going to lie in what are we doing at the engineering And as I, as I just mentioned the hardware, and then we also worked with the former elements on in the storage tier to be able to offload SQL processing. you know, make sure that it was going to be able to recover according to your standards, the storage network from vendor C, the operating system from vendor D. How do you tune all of these None of the other suppliers can make that claim. remote direct memory access operation from the compute tier to And Juan mentioned that you use a layered security model. that are built into the hardware that make sure that we've got immutable areas of form Now, of course the security of that hardware goes all the way back to the fact that we own the design. Because the moment you ship more stuff than you need, you are increasing going to an ATM machine and withdrawing money, you would do 200. And the bank doesn't want to see it the other way. economies of scale that you get when you consolidate more and more databases, but at the same time, So if something happens to one server hardware, software, whatever you the blast radius, you want to make sure that if something physically happens We're going to give you a break. of the functionality that they provide in the public cloud. you know, that customers love about the cloud that I think is really under, appreciated it under I always tell people that, you know, if they say, well, we were first I'm like, Just remember that we're still in the oven too. Do you see other organizations adopting clouded customer for they cannot move their 40 petabytes of data to a point outside the control of their data center. Uh, I'm going to move these apps and, you know, not move those apps. They see it as a key piece of the puzzle moving forward in the future and customers know that they can You've got a cloud, you know, you've got a true public cloud now. not at least not given the, um, you know, today's regulations and the issues that are When you get the exact opposite from the cloud guys, they roll their eyes. the cloud economics, the ability to pay for what you're using and only what you're using. Um, we have a lot of automation, things that you use to either, you know, By the way, you got some new features in, in cloud, And if they see something they don't like, you know, Hey, what's this guy doing? And this gives everyone, especially customers that need to, you know, You are at a storage, guess what you can add more. is is that a concern you hear a lot and how do you handle that? You're not going to be able to, you know, hire some of this expertise. And you know, as you'd expect, that gives customers complete control over the access to the infrastructure. but uh, we're going to give you a break now and go to Tim, Tim chin, zero Um, and so you have to pay the ransom, right, to get, uh, to get the, even a hope of getting the data back now So you want to make sure that you can recover them Um, a lot of customers in the industry are creating what we it's like the hottest topic going, you got newer players in, in, So you create these one time copy Is that something that you run into? Um, after the acquisition, you look at all the collateral I want to come back and push it a little bit, uh, on some of the tech that you said, it's kind of really not that And when you look at a CDM product, um, and you restore a snapshot And so you have a huge difference in performance. and we've seen a lot of times where it just buckles, you know, it can't handle that kind of load in that, I had a lot of questions on this announcement and I was gonna, I was gonna let you go, And so the attack, right, critical services while energy transfer was running, Uh, and they can show this to the executive management to help them is to, I get to ask you a bunch of questions and get the experts to answer. They finished the entire task in three hours, three hours to increasing the security aspect of the, uh, of the infrastructure, uh, uh, Bob, Tim, I appreciate you taking my questions and we'll willingness to go toe Thank you. And thank you for watching this video exclusive from the cube.
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Eric Pennington and Mike Todaro, Sapphire Health | AnsibleFest 2021
[upbeat electronic music] >> Hi everyone, welcome back to theCUBE's coverage of AnsibleFest 2021. I'm John Furrier, your host of theCUBE. We're here with Eric Pennington, Director of Solutions Engineering, and Mike Todaro, Senior Epic Cache Consultant at Sapphire Health. Gentlemen, thank you for coming on theCUBE and chatting about the wave of Cloud, cloud-native, Sapphire Health and Ansible. Thanks for coming on. >> Thanks for having us. >> Thank you. >> So, let's get started. Can you guys just briefly describe Sapphire Health and what you guys are doing there. The consulting services, the trends that you're seeing. Just take a step, a minute to describe the environment at Sapphire Health and what you guys are doing. >> For sure, yeah. So, Sapphire Health was a consultancy that was founded by the CEO back in 2016, Austin Park, who also serves as a CTO for some healthcare organizations, because he was having difficulty finding an organization that really specialized in Epic infrastructure. So you might be familiar with some of the large players in Epic consultancies, but they are typically focused more on the application side, so configuring like the ambulatory clinical system or something like that. And there really wasn't a solution that he could find in the market for an organization that was focused on Epic infrastructure and some of the more technical components of managing an Epic technical ecosystem. So, Austin founded a team. Mike was one of the early folks to join. I joined a little bit later. But he put a team together to, again, really focus on the technical components of an Epic implementation. And since then, we've been providing managed services for Epic infrastructure for a number of organizations. We've been focusing on platform migrations from, for example, AIX to REL for Epic organizations, and we've been focusing on some growth areas as well in the Cloud. Epic systems is now able to be hosted on the public Cloud, that's a relatively recent occurrence. So, we're working with some organizations in that space as well. Mike, anything you'd add there? >> No, I think that pretty much covers it. We've spent a large fraction of our effort making sure that we're engineering solutions for these clients that move them in the directions towards Cloud readiness, towards containerization, automation, and those sorts of things. I think Eric's description's spot on. >> So, you guys must be busy. I mean, I can only imagine the action happening right now as people realized, with the pandemic specifically, two areas that we've reported aggressive growth on was public sector and healthcare. Both were under massive strains of pressure to get faster. (chuckles) Can you guys just weigh in real quickly on what you guys are seeing and how that's impacted your consulting services, but also the customer. What's going on in their minds? >> Absolutely, we had some customers very early on in the beginning of the pandemic where we were given the cadence of updates coming from Epic, the needs for growth for those customers where both in ICU surge capability as well as just general admittance. There was a flurry of hardware purchasing, provisioning, set up. An increased cadence around patching for various pieces of the Epic environment including Epic code directly. All of those things. The tempo of all of that increased once the pandemic began, and we spent a significant fraction of time trying to find better ways, faster ways to engineer what we were already doing for clients, simply so that we could continue to keep up with the surge in demand without requiring an additional surge in investment in people, where it wasn't necessary. Obviously, some growth was necessary, but we wanted to help our clients get the most out of what they already had so that they could spend that money where it was needed to help patients. >> Yeah, awesome, great stuff. So, we're here at AnsibleFest getting into the action. It's all about automation. So I have to ask you guys, what led you to start exploring automation solutions at Sapphire Health? >> Yeah, so there's quite a few reasons. I would say the most critical is that we've been providing managed services to organizations around infrastructure management for some time. And as you can imagine, infrastructure management has some repetitive tasks, and I'm quoting my colleague, Mike, here, but a good administrator is a lazy administrator. And what we mean when we say that is, if there's a repetitive task that's being performed over and over again, if there's an opportunity to automate it, that's going to save us time. But more importantly, that's going to... Paul, these lights here. Let me move around a little bit, should come back, there we go. But it's going to provide an opportunity for us to focus on more value-add services for the client. It's going to reduce costs for the client in terms of the services that we're providing. And I think most importantly, it's removing the possibility for human error or the possibility for error overall. So it's a natural evolution of us observing the time that we're spending with our client partners, and again, it really provides a lot of value to Sapphire as an organization and our customer partners as well. >> Mike, you want to weigh in on this automation trend. How do you see it evolving? I mean, obviously sounds good when you want to automate things that you do repetitive tasks, but is there more going on that you see in automation that goes beyond just, okay, if you do it three times-automated kind of vibe. >> Sure. Automating repetitive tasks is the kiddie end of the pool. That's how we get... That's how we sell the idea to people who just don't get the concept yet. But there are workflows that really aren't feasible outside of automation. We tend to think of automation, in some cases in this sort of limited way, but automation is really... What we really are targeting with automation is more about workflow. It's less about individual tasks, and it's more about an idea of workflow or a business requirement from its origin all the way through its implementation. So, I've got just the simplest case that jumps immediately to mind, is I have a new hire, I've got to provision them an account. I need to provision it across multiple systems. I've got to do it in our single sign on. They need home directories. They might need access. They need building accesses we need to generate. You got to generate badges for these people. And these are all workflows that are normally disparate. You know, you have to take your sheet to this guy, take your sheet to this guy, here's my new hire form. Really, what you really want is, we got a new hire, everything's checked out, put it in this basket here and let the automation move it through all of these systems all the way across. And that's the sort of thing, like I said, that's a very limited, very simple idea, but that's the kind of thing we really want. We want to get in the door with automation with simple things and then we want to teach... We want clients and ourselves to be challenged, to be creative, to find new ways to apply it that aren't immediately obvious. >> Yeah, I was smiling because I love the example of the kiddie end of the pool because automation is going mainstream, and it used to be kind of, you know, for the geeks who were doing the hardcore stuff who got the whole big picture. Now you're seeing with AI automation moving in and with Cloud, a lot more automation happening. So, I can almost see in my mind mental image of people wearing bubbles in the pool, kind of like going in the deep end, get back over here. Stay in your lane. Yeah, but this is the trend, and I want to get into this because you guys are involved in this Epic migration that's been talked about. So for the folks that aren't in, say the health care space, put a little context around Epic and then I want to get into this whole migration discussion. I think that kind of points to some real value propositions. So, what is Epic for the folks outside healthcare? >> Sure, so Epic is one of the leading EHRs or electronic health records software in the world. It is by far the most deployed in the United States. What's involved in building an Epic, or performing an Epic migration. Epic is hundreds of systems. When you think about Epic as an umbrella concept, it is servers and end-user workstations and all of these things. When we talk about platform migration, what we're usually talking about is the transactional database. They call it the ODB or whichever term I think you feel applies best. When we perform all those migrations, we're usually talking about... When we perform one of those migrations, we're usually talking about an AIX to Red Hat migration, although you can just do hardware to hardware. Involved in that is a number of things. You're building new VMs. You're setting up patch cycles, setting up the patching server. Installing the various administration scripts that Epic provides. Installing the software that runs the DB, which at the moment is either InterSystems Cache or Iris. There's the provisioning of the local security users. There's the configuration of the OS. If you're moving from AIX to Red Hat, you're talking generally about a bit endians conversions, so, big endian to little endian, there's a tool for that. There's a lot of these little stats. And the thing is, is that, they're all very, very well defined and very similar, and so, they look identical in many of these cases from one implementation of Epic to the next. And that's not true for the entire Epic stack necessarily, but at the ODB level, this stuff is all very similar, and this is a very right place to automate. This screams automate, and we do this because, I mean, who wants to make mistakes. If you write and build your script and debug it, the script runs, it doesn't make mistakes. I make mistakes, the script doesn't. So, we do that, and we end up spending less time on these repetitive, unnecessary tasks. We guarantee the correctness of them, or we do a better job of guaranteeing the correctness of them, and all of that ends up saving money in the long run. >> That's awesome, and thanks for the context. I was going to get there on the automation piece. It really sets the table for the automation. Real quick clarification. How much or what kind of software work is involved in a migration? >> Oh, so there's the installation of... You have from the installation of the OS and the configuration of the OS, the building in the patch server, the implementation, testing, and patch cycling. There's those data conversions I talked about. There's environment refreshes where we copy an existing environment on a regular basis to another environment for things like testing, for troubleshooting purposes or for other reasons. There's more than one database for Epic. There's one big production database. You have training databases, and you have playground databases for people to work in so they can learn to use the system better, and then there are, I mean, there's a galaxy. >> Oh man, so it's a huge system. Okay, so I got to ask the security question. >> Sure. >> Is security element as important when selecting automation or how has that factored in? I mean, right now that's super important, obviously, records are key, but honestly, where does that fit into the automation piece of security? >> Yeah, I think that's a very important question, and as you alluded to, security is incredibly important. It's very important in healthcare in particular. And in fact, with healthcare, there's a lot of regulatory requirements. There's a lot of requirements that individual healthcare institutions have that we as a partner to that institution need to follow. So, as we were evaluating automation vendors and automation solutions, a highly secure system was not a nice to have or like a value add, it was something that was absolutely critical and paramount to being able to successfully automate any of the things that we're doing. So I'll turn it over to Mike to talk about some of the specifics, but as we evaluated Ansible, we saw that it really supported robust security. So, Mike, can you comment a little bit more on that? >> Sure. There's a number of ways that we use Ansible to help improve the security posture for clients. One of the ways is Ansible playbooks are written to be runnable against the server and nothing will change unless something is set incorrectly. And this lets us assure that the configuration is where we expect it to be so we don't get drift on these servers. Now, remember I said an Epic environment is a lot of servers. If one or two of these... >> John: Mike, if you don't mind, I need to interrupt. What is, when you say drift, what are you referring to? >> So when I say drift, what I mean is, if there's a bunch of different servers and I as an administrator have to work on one or two of these servers just for little things during the day, I might make a change on one of these servers advertently or inadvertently, and then that server's configuration is now slightly out of phase with the other servers, which could be benign, but it could also be a security hole. Having Ansible able to run nightly and continue to adjust these servers back to the expected baseline, and in the case of things like tower, be able to report that these things were out of position. Let us know, hey, it lets us reduce the attack surface, first of all. It lets us multiply it, like a force multiply our attention across this farm of servers, and it gives us that sort of clarity that we know we're doing what we have to do to make sure these servers continue to be safe. >> That's an awesome service. That right there is, I mean, just going in manually trying to figure all this stuff out, it's just a nightmare. I mean, what a great relief that is. I mean, just the alternative is what, you know, more pain and suffering human wise, that's the labor, and then risk on attack because people go to bed. >> I'm a patient. The thing is, on a personal note, I'm a patient too, all of us are. We all have doctors. We have to go to the hospital for things occasionally. And if we fail when we perform these security audits, if we fail when we perform these security checks, patient data can get lost. It can get sent to people who shouldn't have it. And I'm a patient, I have no desire for my medical information to be available anywhere but in the hands of my doctor or myself. And that's the thought I try to stay with when I'm working on these systems. I'm a patient. It's not that I'm doing this because... I mean, the knock-on effects of reducing liability for the customers cannot be ignored or overstated, and they're critical, but, ultimately, my eyesight is on the patient. >> Yeah and having that stability is huge. Okay, this brings up the whole automation thing as it becomes more mainstream for you guys, specifically, is critical. The system's there, you have to watch farms, all the action happening, it's a huge system. Complex automation is key. How are you guys continuing to push the automation envelope into the Sapphire Health's consulting practice? >> Well, as you mentioned, John, yeah, we're really taking a look at the entire technical infrastructure when we're working with our clients. And we are offering fully outsourced managed services for organizations, not just around the Epic infrastructure but things like networking devices, security and other third party systems. So with that, we're seeing a lot of these things that are going on, and we're always evaluating opportunities for automation. There's actually two areas in particular that we're seeing gain a lot of momentum with our customers, and we're seeing a lot of opportunity for automation. The first is business continuity and disaster recovery, specifically within Epic. So, Epic has very stringent requirements for resiliency, as you can imagine. When the system goes down, a hospital can't really do what it needs to do from a billing standpoint, a clinical standpoint, so very robust disaster recovery and resiliency standards and solutions are very important. However, there's not a lot of automation that's available either from Epic or, as far as I know, other consultancies, so what we did is we built a script that provides failover automation. So some of the tasks that would be very manual in terms of failing over to your DR solution, we've automated that, and that again, removes a lot of the opportunity for human error, really speeds up the failover process. And so with the customers that we work with, that's something that we provide. Another big area that we're seeing is environment refreshes. So within Epic, there are different environments that are, basically, all their data is copied over on a recurring basis from the production environment, and the refreshes can have a lot of manual steps involved, so we found an opportunity and have implemented some automation around environment refreshes for some of our managed services clients. And as we continue to go throughout, you know, building our Cloud practice in some other areas, I'm very confident that we're going to see, you know, infrastructure is code more opportunities for automation around areas like that. >> I mean, you guys got to love the DevOps vibe going on now. Mike, I mean, you guys have seen the movie before in the old legacy going back to the mainframes, so you probably still run into a lot of older systems that still do a purpose. I mean, I have a lot of friends and clients that are working in the big banks, and they still have all the old school that does their job well, but containerization and Cloud kind of give life to these systems because now we're living in this system architecture called distributed computing again with the Cloud. It's the same game, different, different stuff though. >> Absolutely. Years ago, almost every Epic client was running on AIX, and maybe not mainframe but more mini computer. The migration path for almost all of the clients has been to move from those AIX mini computers down to VMs running Red Hat, or running Linux, and the natural evolution of that path is to move at least disaster recovery data centers into the Cloud, and then for some clients, the economics say the whole data center to the Cloud. So, absolutely that path is, it's well forged, it's there. I suspect that we'll see a lot more of clients, even larger hospitals, beginning to move down that road in the near future. >> And for the folks watching who may not have the scar tissue that we have, AIX was IBM's old Unix, a kind of mid-range mini computer. It was kind of client server, it was client server going now again being modernized. So obviously Red Hat is now part of IBM, but it speaks not just to IBM, this is about Ansible, right. So this is like, there is action happening here, so this is a case study of pretty much all migrations. It's not just the fact that it's AIX to Red Hat, it's system to the new thing that has benefits. >> Absolutely. >> What's your take, Mike, on that that kind of paradigm, because a lot of people going through similar situations just change AIX to something else. You have a lot of this migration re-platforming going on with the opportunity to kind of tweak it and add stuff to it. What's your advice and what's your reaction to this big trend? >> My advice for this trend, honestly, my advice is when you're planning these migrations, you know they're coming. Even if you're not in the cycle yet, you know it's coming. My advice is start brainstorming your implementation of the automation now. Get your automation into the system as you platform into your new platform, because it is far easier to build that entire platform with automation as a critical component than it is to bolt it on later, and you will get much more out of your investment and time and effort if you've integrated it from the very beginning. I would say anyone that was looking to perform a platform migration now and hadn't already begun serious consideration of running automation or had no plans for an automation, was setting themselves up for a very long and very difficult road to hell, and I would advise against it at this point. >> Great, great insight, Mike and Eric. Thanks for coming on, appreciate your insight here. You guys want to give a quick plug for the company? What you guys are looking to do, hiring, any update you want to share because great, great content you guys just shared here. Thanks for doing that. Take a minute to put a plug for the company. >> Yeah, I think a quick plug here. Yeah, if you're a talented cache admin, there's not too many Mikes out there, so we're definitely looking for more Mikes. But more broadly, we're really looking to expand into the Cloud space. We're rapidly expanding our managed services opportunities, and what we're seeing is a lot of organizations have like one ODB admin or one client systems ECSA admin. And what they run into is that person will leave, that person will retire, that person needs to get married and go on their honeymoon. It's kind of a problem, so we're working with a lot of organizations to not just fully outsource their environment but to provide a hybrid-managed service to provide overflow, to provide capabilities, to scale up with upgrades and projects like that. So, talk to us, we're pretty darn good at it, as you heard from Mike. We've got a couple of Mikes, again, we could use more, so if you are a Mike, please reach out. >> I think we virtualized him, we just virtualized Mike, you know, virtualization is a huge trend. >> If data writes Mike, we need to do that, yeah. >> Are you a body, are you the real Mike? >> (laughing) As far as I know, my wife would appreciate it if you guys would clone me a few times. >> You know, I've heard horror stories, Eric, around root passwords, like, who has the root password, oh, she left two years ago, kind of situations, this happens. I mean, this is not... it sounds like crazy but people leave. >> Yeah, I mean, nobody works anywhere forever, right? >> Don't be that company where you lose the root password, and never mind the ransomware action. Oh my God, must be brutal. Anyway, we can go another segment on that. Eric, thank you for coming on. Mike, thank you for your insight, really appreciate it, thanks for coming on. Appreciate it. >> Absolutely. >> Absolutely, it was our pleasure. >> Stay right here for continued coverage of AnsibleFest 2021. This is theCUBE, I'm John Furrier. Thanks for watching. (slow tempo electronic music)
SUMMARY :
the wave of Cloud, cloud-native, and what you guys are doing there. and some of the more technical components making sure that we're but also the customer. beginning of the pandemic So I have to ask you guys, for the client in terms of that you see in automation and let the automation move it through of the kiddie end of the pool and all of that ends up for the automation. and the configuration of the OS, the security question. any of the things that we're doing. One of the ways is mind, I need to interrupt. and in the case I mean, just the alternative is what, but in the hands of my doctor or myself. all the action happening, a lot of the opportunity in the old legacy going and the natural evolution of that path And for the folks watching and add stuff to it. the system as you platform quick plug for the company? that person needs to I think we virtualized him, we need to do that, yeah. if you guys would clone me a few times. kind of situations, this happens. and never mind the ransomware action. of AnsibleFest 2021.
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Did HPE GreenLake Just Set a New Bar in the On-Prem Cloud Services Market?
>> Welcome back to The Cube's coverage of HPE's GreenLake announcements. My name is Dave Vellante and you're watching the Cube. I'm here with Holger Mueller, who is an analyst at Constellation Research. And Matt Maccaux is the global field CTO of Ezmeral software at HPE. We're going to talk data. Gents, great to see you. >> Holger: Great to be here. >> So, Holger, what do you see happening in the data market? Obviously data's hot, you know, digital, I call it the force marks to digital. Everybody realizes wow, digital business, that's a data business. We've got to get our data act together. What do you see in the market is the big trends, the big waves? >> We are all young enough or old enough to remember when people were saying data is the new oil, right? Nothing has changed, right? Data is the key ingredient, which matters to enterprise, which they have to store, which they have to enrich, which they have to use for their decision-making. It's the foundation of everything. If you want to go into machine learning or (indistinct) It's growing very fast, right? We have the capability now to look at all the data in enterprise, which weren't able 10 years ago to do that. So data is main center to everything. >> Yeah, it's even more valuable than oil, I think, right? 'Cause with oil, you can only use once. Data, you can, it's kind of polyglot. I can go in different directions and it's amazing, right? >> It's the beauty of digital products, right? They don't get consumed, right? They don't get fired up, right? And no carbon footprint, right? "Oh wait, wait, we have to think about carbon footprint." Different story, right? So to get to the data, you have to spend some energy. >> So it's that simple, right? I mean, it really is. Data is fundamental. It's got to be at the core. And so Matt, what are you guys announcing today, and how does that play into what Holger just said? >> What we're announcing today is that organizations no longer need to make a difficult choice. Prior to today, organizations were thinking if I'm going to do advanced machine learning and really exploit my data, I have to go to the cloud. But all my data's still on premises because of privacy rules, industry rules. And so what we're announcing today, through GreenLake Services, is a cloud services way to deliver that same cloud-based analytical capability. Machine learning, data engineering, through hybrid analytics. It's a unified platform to tie together everything from data engineering to advance data science. And we're also announcing the world's first Kubernetes native object store, that is hybrid cloud enabled. Which means you can keep your data connected across clouds in a data fabric, or Dave, as you say, mesh. >> Okay, can we dig into that a little bit? So, you're essentially saying that, so you're going to have data in both places, right? Public cloud, edge, on-prem, and you're saying, HPE is announcing a capability to connect them, I think you used the term fabric. I'm cool, by the way, with the term fabric, we can, we'll parse that out another time. >> I love for you to discuss textiles. Fabrics vs. mesh. For me, every fabric breaks down to mesh if you put it on a microscope. It's the same thing. >> Oh wow, now that's really, that's too detailed for my brain, right this moment. But, you're saying you can connect all those different estates because data by its very nature is everywhere. You're going to unify that, and what, that can manage that through sort of a single view? >> That's right. So, the management is centralized. We need to be able to know where our data is being provisioned. But again, we don't want organizations to feel like they have to make the trade off. If they want to use cloud surface A in Azure, and cloud surface B in GCP, why not connect them together? Why not allow the data to remain in sync or not, through a distributed fabric? Because we use that term fabric over and over again. But the idea is let the data be where it most naturally makes sense, and exploit it. Monetization is an old tool, but exploit it in a way that works best for your users and applications. >> In sync or not, that's interesting. So it's my choice? >> That's right. Because the back of an automobile could be a teeny tiny, small edge location. It's not always going to be in sync until it connects back up with a training facility. But we still need to be able to manage that. And maybe that data gets persisted to a core data center. Maybe it gets pushed to the cloud, but we still need to know where that data is, where it came from, its lineage, what quality it has, what security we're going to wrap around that, that all should be part of this fabric. >> Okay. So, you've got essentially a governance model, at least maybe you're working toward that, and maybe it's not all baked today, but that's the north star. Is this fabric connect, single management view, governed in a federated fashion? >> Right. And it's available through the most common API's that these applications are already written in. So, everybody today's talking S3. I've got to get all of my data, I need to put it into an object store, it needs to be S3 compatible. So, we are extending this capability to be S3 native. But it's optimized for performance. Today, when you put data in an object store, it's kind of one size fits all. Well, we know for those streaming analytical capabilities, those high performance workloads, it needs to be tuned for that. So, how about I give you a very small object on the very fastest disk in your data center and maybe that cheaper location somewhere else. And so we're giving you that balance as part of the overall management estate. >> Holger, what's your take on this? I mean, Frank Slootman says we'll never, we're not going halfway house. We're never going to do on-prem, we're only in the cloud. So that basically says, okay, he's ignoring a pretty large market by choice. You're not, Matt, you must love those words. But what do you see as the public cloud players, kind of the moves on-prem, particularly in this realm? >> Well, we've seen lots of cloud players who were only cloud coming back towards on-premise, right? We call it the next generation compute platform where I can move data and workloads between on-premise and ideally, multiple clouds, right? Because I don't want to be logged into public cloud vendors. And we see two trends, right? One trend is the traditional hardware supplier of on-premise has not scaled to cloud technology in terms of big data analytics. They just missed the boat for that in the past, this is changing. You guys are a traditional player and changing this, so congratulations. The other thing, is there's been no innovation for the on-premise tech stack, right? The only technology stack to run modern application has been invested for a long time in the cloud. So what we see since two, three years, right? With the first one being Google with Kubernetes, that are good at GKE on-premise, then onto us, right? Bringing their tech stack with compromises to on-premises, right? Acknowledging exactly what we're talking about, the data is everywhere, data is important. Data gravity is there, right? It's just the network's fault, where the networks are too slow, right? If you could just move everything anywhere we want like juggling two balls, then we'd be in different place. But that's the not enough investment for the traditional IT players for that stack, and the modern stack being there. And now every public cloud player has an on-premise offering with different flavors, different capabilities. >> I want to give you guys Dave's story of kind of history and you can kind of course correct, and tell me how this, Matt, maybe fits into what's happened with customers. So, you know, before Hadoop, obviously you had to buy a big Oracle database and you know, you running Unix, and you buy some big storage subsystem if you had any money left over, you know, you maybe, you know, do some actual analytics. But then Hadoop comes in, lowers the cost, and then S3 kneecaps the entire Hadoop market, right? >> I wouldn't say that, I wouldn't agree. Sorry to jump on your history. Because the fascinating thing, what Hadoop brought to the enterprise for the first time, you're absolutely right, affordable, right, to do that. But it's not only about affordability because S3 as the affordability. The big thing is you can store information without knowing how to analyze it, right? So, you mentioned Snowflake, right? Before, it was like an Oracle database. It was Starschema for data warehouse, and so on. You had to make decisions how to store that data because compute capabilities, storage capabilities, were too limited, right? That's what Hadoop blew away. >> I agree, no schema on, right. But then that created data lakes, which create a data swamps, and that whole mess, and then Spark comes in and help clean it out, okay, fine. So, we're cool with that. But the early days of Hadoop, you had, companies would have a Hadoop monolith, they probably had their data catalog in Excel or Google sheets, right? And so now, my question to you, Matt, is there's a lot of customers that are still in that world. What do they do? They got an option to go to the cloud. I'm hearing that you're giving them another option? >> That's right. So we know that data is going to move to the cloud, as I mentioned. So let's keep that data in sync, and governed, and secured, like you expect. But for the data that can't move, let's bring those cloud native services to your data center. And so that's a big part of this announcement is this unified analytics. So that you can continue to run the tools that you want to today while bringing those next generation tools based on Apache Spark, using libraries like Delta Lake so you can go anything from Tableaux through Presto sequel, to advance machine learning in your Jupiter notebooks on-premises where you know your data is secured. And if it happens to sit in existing Hadoop data lake, that's fine too. We don't want our customers to have to make that trade off as they go from one to the other. Let's give you the best of both worlds, or as they say, you can eat your cake and have it too. >> Okay, so. Now let's talk about sort of developers on-prem, right? They've been kind of... If they really wanted to go cloud native, they had to go to the cloud. Do you feel like this changes the game? Do on-prem developers, do they want that capability? Will they lean into that capability? Or will they say no, no, the cloud is cool. What's your take? >> I love developers, right? But it's about who makes the decision, who pays the developers, right? So the CXOs in the enterprises, they need exactly, this is why we call the next-gen computing platform, that you can move your code assets. It's very hard to build software, so it's very valuable to an enterprise. I don't want to have limited to one single location or certain computing infrastructure, right? Luckily, we have Kubernetes to be able to move that, but I want to be able to deploy it on-premise if I have to. I want to deploy it, would be able to deploy in the multiple clouds which are available. And that's the key part. And that makes developers happy too, because the code you write has got to run multiple places. So you can build more code, better code, instead of building the same thing multiple places, because a little compiler change here, a little compiler change there. Nobody wants to do portability testing and rewriting, recertified for certain platforms. >> The head of application development or application architecture and the business are ultimately going to dictate that, number one. Number two, you're saying that developers shouldn't care because it can write once, run anywhere. >> That is the promise, and that's the interesting thing which is available now, 'cause people know, thanks to Kubernetes as a container platform and the abstraction which containers provide, and that makes everybody's life easier. But it goes much more higher than the Head of Apps, right? This is the digital transformation strategy, the next generation application the company has to build as a response to a pandemic, as a pivot, as digital transformation, as digital disruption capability. >> I mean, I see a lot of organizations basically modernizing by building some kind of abstraction to their backend systems, modernizing it through cloud native, and then saying, hey, as you were saying Holger, run it anywhere you want, or connect to those cloud apps, or connect across clouds, connect to other on-prem apps, and eventually out to the edge. Is that what you see? >> It's so much easier said than done though. Organizations have struggled so much with this, especially as we start talking about those data intensive app and workloads. Kubernetes and Hadoop? Up until now, organizations haven't been able to deploy those services. So, what we're offering as part of these GreenLake unified analytics services, a Kubernetes runtime. It's not ours. It's top of branch open source. And open source operators like Apache Spark, bringing in Delta Lake libraries, so that if your developer does want to use cloud native tools to build those next generation advanced analytics applications, but prod is still on-premises, they should just be able to pick that code up, and because we are deploying 100% open-source frameworks, the code should run as is. >> So, it seems like the strategy is to basically build, now that's what GreenLake is, right? It's a cloud. It's like, hey, here's your options, use whatever you want. >> Well, and it's your cloud. That's, what's so important about GreenLake, is it's your cloud, in your data center or co-lo, with your data, your tools, and your code. And again, we know that organizations are going to go to a multi or hybrid cloud location and through our management capabilities, we can reach out if you don't want us to control those, not necessarily, that's okay, but we should at least be able to monitor and audit the data that sits in those other locations, the applications that are running, maybe I register your GKE cluster. I don't manage it, but at least through a central pane of glass, I can tell the Head of Applications, what that person's utilization is across these environments. >> You know, and you said something, Matt, that struck, resonated with me, which is this is not trivial. I mean, not as simple to do. I mean what you see, you see a lot of customers or companies, what they're doing, vendors, they'll wrap their stack in Kubernetes, shove it in the cloud, it's essentially hosted stack, right? And, you're kind of taking a different approach. You're saying, hey, we're essentially building a cloud that's going to connect all these estates. And the key is you're going to have to keep, and you are, I think that's probably part of the reason why we're here, announcing stuff very quickly. A lot of innovation has to come out to satisfy that demand that you're essentially talking about. >> Because we've oversimplified things with containers, right? Because containers don't have what matters for data, and what matters for enterprise, which is persistence, right? I have to be able to turn my systems down, or I don't know when I'm going to use that data, but it has to stay there. And that's not solved in the container world by itself. And that's what's coming now, the heavy lifting is done by people like HPE, to provide that persistence of the data across the different deployment platforms. And then, there's just a need to modernize my on-premise platforms. Right? I can't run on a server which is two, three years old, right? It's no longer safe, it doesn't have trusted identity, all the good stuff that you need these days, right? It cannot be operated remotely, or whatever happens there, where there's two, three years, is long enough for a server to have run their course, right? >> Well you're a software guy, you hate hardware anyway, so just abstract that hardware complexity away from you. >> Hardware is the necessary evil, right? It's like TSA. I want to go somewhere, but I have to go through TSA. >> But that's a key point, let me buy a service, if I need compute, give it to me. And if I don't, I don't want to hear about it, right? And that's kind of the direction that you're headed. >> That's right. >> Holger: That's what you're offering. >> That's right, and specifically the services. So GreenLake's been offering infrastructure, virtual machines, IaaS, as a service. And we want to stop talking about that underlying capability because it's a dial tone now. What organizations and these developers want is the service. Give me a service or a function, like I get in the cloud, but I need to get going today. I need it within my security parameters, access to my data, my tools, so I can get going as quickly as possible. And then beyond that, we're going to give you that cloud billing practices. Because, just because you're deploying a cloud native service, if you're still still being deployed via CapEx, you're not solving a lot of problems. So we also need to have that cloud billing model. >> Great. Well Holger, we'll give you the last word, bring us home. >> It's very interesting to have the cloud qualities of subscription-based pricing maintained by HPE as the cloud vendor from somewhere else. And that gives you that flexibility. And that's very important because data is essential to enterprise processes. And there's three reasons why data doesn't go to the cloud, right? We know that. It's privacy residency requirement, there is no cloud infrastructure in the country. It's performance, because network latency plays a role, right? Especially for critical appraisal. And then there's not invented here, right? Remember Charles Phillips saying how old the CIO is? I know if they're going to go to the cloud or not, right? So, it was not invented here. These are the things which keep data on-premise. You know that load, and HP is coming on with a very interesting offering. >> It's physics, it's laws, it's politics, and sometimes it's cost, right? Sometimes it's too expensive to move and migrate. Guys, thanks so much. Great to see you both. >> Matt: Dave, it's always a pleasure. All right, and thank you for watching the Cubes continuous coverage of HPE's big GreenLake announcements. Keep it right there for more great content. (calm music begins)
SUMMARY :
And Matt Maccaux is the global field CTO I call it the force marks to digital. So data is main center to everything. 'Cause with oil, you can only use once. So to get to the data, you And so Matt, what are you I have to go to the cloud. capability to connect them, It's the same thing. You're going to unify that, and what, We need to be able to know So it's my choice? It's not always going to be in sync but that's the north star. I need to put it into an object store, But what do you see as for that in the past, I want to give you guys Sorry to jump on your history. And so now, my question to you, Matt, And if it happens to sit in they had to go to the cloud. because the code you write has and the business the company has to build as and eventually out to the edge. to pick that code up, So, it seems like the and audit the data that sits to have to keep, and you are, I have to be able to turn my systems down, guy, you hate hardware anyway, I have to go through TSA. And that's kind of the but I need to get going today. the last word, bring us home. I know if they're going to go Great to see you both. the Cubes continuous coverage
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Breaking Analysis: How Cisco can win cloud's 'Game of Thrones'
>> From theCUBE Studios in Palo Alto and Boston, bringing you data-driven insights from theCUBE in ETR. This is "Breaking Analysis" with Dave Vellante. >> Cisco is a company at the crossroads. It's transitioning from a high margin hardware business to a software subscription-based model, which also should be high margin through both organic moves and targeted acquisitions. It's doing so in the context of massive macro shifts to digital in the cloud. We believe Cisco's dominant position in networking combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. However, there are clear challenges ahead for Cisco, not the least of which is the growing complexity of its portfolio, a large legacy business, and the mandate to maintain its higher profitability profile as it transitions into a new business model. Hello and welcome to this week's Wiki-bond cube insights powered by ETR. In this breaking analysis, we welcome in Zeus Kerravala, who's the founder and principal analyst at ZK Research, long time Cisco watcher who together with me crafted the premise of today's session. Zeus, great to see you welcome to the program. >> Thanks Dave. It's always a pleasure to be with you guys. >> Okay, here's what we're going to talk about today, set the agenda. The catalyst for this session, Zeus and I attended Cisco's financial analyst day. We received a day and a half of firehose presentations, drill downs, interactions, Q and A with Cisco execs and one key customer. So we're going to share our takeaways from these sessions and add our additional thoughts. Now, in particular, we're going to talk about Cisco's TAM, its transformation to a subscription-based model, and how we see that evolving. As always, we're going to bring in some ETR spending data for context and get Zeus' take on what that tells us. And we'll end with a summary of Cisco's cloud strategy and outlook for how it could win in the cloud. So let's talk about Cisco's sort of structure and TAM opportunities. First, Zeus, Cisco has four main lines of business where it's organized it's executives around sort of four product areas. And it's got a large service component as well. Network equipment, SP routing, data center, collaboration that security, and as I say services, that's not necessarily how it's going to market, but that's kind of the way it organizes its ELT, its executive leadership team. >> Yeah, the in fact, the ELT has been organized around those products, as you said. It used to report to the street three product segments, infrastructure platforms, which was by far the biggest, it was all their networking equipment, then applications, and then security. Now it's moved to five new segments, secure agile networks, hybrid work, end to end security, internet for the future and optimized app experiences. And I think what Cisco's trying to do is align their, the way they report along the lines of the way customers buy. 'Cause I think before, you know, they had a very simplistic model before. It was just infrastructure, apps, and security. The ELT is organized around product roadmap and the product innovation, but that's not necessarily the way customers purchase things and so, purchase things so I think they've tried to change things a little bit there. When you look at those segments though, you know, by, it's interesting. They're all big, right? So, by far the biggest distilled networking, which is almost a hundred billion dollar TAM as they reported and they have it growing a about a 9% CAGR as reported by other analyst firms. And when you think about how mature networking is Dave, the fact that that's still growing at high single digit CAGR is still pretty remarkable. So I think that's one of those things that, you know, watchers of Cisco historically have been calling for the network to be commoditized for decades. For as long as I've been watching Cisco, we've been, people have been waiting for the network to be commoditized. My thesis has always been, if you can drive enough innovation into things, you can stave off commoditization and that's what they've done. But that's really the anchor for them to sell all their other products, some of which are higher margin, some which are a little bit sore, but they're all good high margin businesses to your point. >> Awesome. We're going to dig into that. So, so they flattened the organization when Geckler left. You've got Todd Nightingale, Jonathan Davidson, Liz Centoni, and Jeetu Patel who we heard from and we'll make some comments on what we heard from them. One of the big takeaways at the financial analysts meeting was on the TAM, as you just mentioned. Liz Centoni who also is heavily involved in strategy and the CFO Scott Herren, showed this slide, which speaks to the company's TAM and the organizational structure that you were just talking about. So the big message was that Cisco has got a large and growing market, you know, no shortage of available market. Somewhere between eight and 900 billion, depending on which of the slides you pull out of the deck. And ironically Zeus, when you look at the current markets number here on the right hand side of this slide, 260 billion, it just about matches the company's market cap. Maybe an interesting coincidence, but at any rate, what was your takeaway from this data? >> Well, I think, you know, the big takeaway from the data is there's still a lot of room ahead for Cisco to grow, right? Again, this is a, it's a company that I think most people would put in the camp of legacy IT vendor, just because of how long they've been around. But they have done a very good job of staving off innovation. And part of that is just these markets that they play in continue to grow and they continue to have challenges that they can solve. I think one of the things Cisco has done though, since the arrival of Chuck Robbins, is they don't fight these trends anymore, Dave. I know prior to Chuck's arrival, they really fought the tide of software defined networking and you know, trends like that, and even cloud to some extent. And I remember one of the first meetings I had with Chuck, I asked him about that and he said that Cisco will never do that again. That under his watch, if customers are going through a market transition, Cisco wants to lead them through it, not try and hold them back. And I think for that reason, they're able to look at, all of those trends and try and take a leadership position in them, even though you might look at some of those and feel that some of them might be detrimental to Cisco's business in the short term. So something like software defined WANs, which you would throw into secure agile networks, certainly doesn't, may not carry the same kind of RPOs and margins with it that their traditional routers did, but ultimately customers are going to buy it and Cisco would like to be the ones to sell it to them. >> You know, you bring up a great point. This industry is littered, there's a graveyard of executives who fought the trend. Many people, some people remember Ken Olson of Digital Equipment Corporation. "Unix is snake oil," is what he said. IBM mainframe guys said, "PCs are a toy." And of course the history, they were the wrong side of history. The other big takeaway was the shift to software in subscription. They really made a big point of this. Here's a chart Cisco showed a couple of times to make the point that it's one of the largest software companies in the world. You know, in the top 10. They also made the point that Chuck Robbins, when he joined in 2015, and since that time, it's nearly 4x'ed it's subscription software revenue, and roughly doubled its software sales. And it now has an RPO, remaining performance obligations, that exceeds 30 billion. And it's committing to grow its subscription business in the forward-looking statements by 15 to 17% CAGR through 25, which would imply about a doubling of these, the blue lines. Zeus, it's unclear if that forward-looking forecast is just software. I presume it includes some services, but as Herren pointed out, over time, these services will be bundled into the product revenue, same way SAS companies do it. But the point is Cisco is committed, like many of their peers, to moving to an ARR model. But please, share your thoughts on Cisco's move to software subscriptions and how you see the future of consumption-based pricing. >> Yeah, this has been a big shift for Cisco, obviously. It's one that's highly disruptive. It's one that I know gave their partners a lot of angst for a long time because when you sell things upfront, you get a big check for selling that, right? And when you sell things in a subscription model, you get a much smaller check for a number of months over the period of the contract. It also changes the way you deal with the customer. When you sell a one-time product, you basically wipe your hands. You come back in three or four years and say, "it's time to upgrade." When you sell a subscription, now, the one thing that I've tried to talk to Cisco and its partners about is customers don't renew things they don't use. And so it becomes incumbent on the partner, it becomes incumbent upon Cisco to make sure that things that the customer is subscribing to, that they do use. And so Cisco's had to create a customer success organization. They've had to help their partners create those customer success organizations. So it's really changed the model. And Cisco not only made the shift, they've done it faster than they actually had originally forecast. So during the financial analyst day, they actually touted their execution on software, noting that it hit it's 30% revenue as percent of total target well before it was supposed to, it's actually exceeded its targets. And now it's looking to increase that to, it actually raised its guidance in this area a little bit by a few percentage points, looking out over the next few years. And so it's moved to the subscription model, Dave, the thing that you brought up, which I do see as somewhat of a challenge is the shift to consumption-based pricing. So subscription is one thing in that I write you a check every month for the same amount. When I go to the consumption-based pricing, that's easy to do for cloud services, things like WebEx or Duo or, you know, CloudLock, some of the security products. That that shift should be relatively simple. If customers want to buy it that way. It's unclear as to how you do that when you're selling on-prem equipment with the software add-on to it because in that case, you have to put metering technology in to understand how much they're using. You have to have a minimum baseline to start with. They've done it in some respects. The old HCS product that they sold, the Telcos, actually was sold with a minimum commit and then they tacked on a utilization on top of that. So maybe they move into that kind of model. But I know it's something that they've, they get asked about a lot. I know they're still thinking about it, but it's something that I believe is coming and it's going to come pretty fast. >> I want to pick up on that because I think, you know, they made the point that we're one of the top 10 software companies in the world. It's very difficult for hardware companies to make the transition to software. You know, HP couldn't do it. >> Well, no one's done it. >> Well, IBM has kind of done it, but they really struggle. It's kind of this mishmash of tooling and software products that aren't really well-integrated. But, I would say this, everybody now, Cisco, Dell, HPE with GreenLake, Lenovo, pretty much all the traditional hardware players are trying to move to an as a service model or at least for a portion of their business. HPE's all in, Dell transitioning. And for the most part, I would make the following observation. And I'd love to get your thoughts on this. They're pretty much following a SAS like model, which in my view is outdated and kind of flawed from a customer standpoint. All these guys say, "Hey, we're doing this because "this is what the customers want." I think the cloud is really a true consumption based model. And if you look at modern SAS companies, a lot of the startups, they're moving to a consumption based model. You see that with Snowflake, you see that with Stripe. Now they will offer incentives. But most of the traditional enterprise players, they're saying, "Okay, pay us upfront, "commit to some base level. "If you go over it, you know, "we'll charge you for it. "If you go under it, you're still going to pay "for that base level." So it's not true consumption base. It's not really necessarily the customer's best interest. So that's, I think there's some learnings there that are going to have to play out. >> Yeah, the reason customers are shying away from that SAS type model, I think during the pandemic, the one thing we learned, Dave, is that the business will ebb and flow greatly from month to month sometimes. And I was talking with somebody that worked for one of the big hotel chains, and she was telling me that what their CRM providers, she wouldn't tell me who it was, except said it rhymed with Shmalesforce, that their utilization of it went from, you know, from a nice steady level to spiking really high when customers started calling in to cancel hotel rooms. And then it dropped down to almost nothing as we went through that period of stay at home. And now it's risen back up. And so for her, she wanted to move to a consumption-based model because what happens otherwise is you wind up buying for peak utilization, your software subscriptions go largely underutilized the majority of the year, and you wind up paying, you know, a lot more than you need to. If you go to more of a true consumption model, it's harder to model out from a financial perspective 'cause there's a lot of ebbs and flows in the business, but over a longer period of time, it's more cost-effective, right? And so the, again, what the pandemic taught us was we don't really know what we're going to need from a consumption standpoint, you know, nevermind a year from now, maybe even six months from now. And consumption just creates a lot more flexibility and agility. You can scale up, you can scale down. You can bring in users, you can take out users, you can add consultants, things like that. And it just, it's much more aligned with the way businesses are run today. >> Yeah, churn is a silent killer of a software company. And so there's retention is the key here. So again, I think there's lots of learning. Let's put Cisco into context with some of its peers. So this chart we developed compares five companies to Cisco. Core Dell, meaning Dell, without VMware. VMware, HPE, IBM, we've put an AWS, and then Cisco as, IBM, AWS and Cisco is the integrated plays. So the chart shows the latest quarterly revenue multiplied by four to get a run rate, a three-year growth outlook, gross margin percentage, market cap, and revenue multiple. And the key points here are that one, Cisco has got a pretty awesome business model. It's got 60% gross margin, strong operating margins, not shown here, but in the mid twenties, 25%. It's got a higher growth rate than most of its peers. And as such, a much better, multiple than say, for instance, Core Dell gets 33 cents on the revenue dollar. HPE is double that. IBM's below two X. Cisco's revenue multiple rivals VMware, which is a pure software company. Now in a large part that's because VMware stock took a hit recently, but still the point is obvious. Cisco's got a great business. Now for context, we've added AWS, which blows away any company on this chart. We've inferred a market cap of nearly 600 billion, which frankly is conservative at a 10 X revenue multiple given it's inferred margins and growth rate. Now Zeus, if AWS were a separate company, it could have a market cap that approached 800 billion in my view. But what does this data tell you? >> Well, it just tells me that Cisco continues to be a very well-run company that has staved off commoditization, despite the calling for it for years. And I think the big lesson, and I've talked to financial analysts about this over the years, is that if, I don't really believe anything in this world is a commodity, Dave. I think even when Cisco went to the server market, if you remember back then, they created a new way of handling memory management. They were getting well above average margins for service, albeit less than Cisco's network margins, but still above average for server margins. And so I think if you can continue to innovate, you will see the margin stay where they are. You will see customers continue to buy and refresh. And I think one of the challenges Cisco's had in the past, and this is where the subscription business will help, is getting customers to stay with the latest and greatest. Prior to this refresh of network equipment, some of the stuff that I've seen in the fields, 10, 15 years old, once you move to that sell me a box and then tack on the subscription revenue that you pay month by month, you do drive more consistent refresh. Think about the way you just handle your own mobile phone. If you had to go pay, you know, a thousand dollars every three years, you might not do it at that three-year cycle. If you pay 40 bucks a month, every time there's a new phone, you're going to take it, right? So I think Cisco is able to drive greater, better refresh, keep their customers current, keep the features in there. And we've seen that with a lot of the new products. The new Cat 9,000, some of the new service provider products, the new wifi products, they've all done very well. In fact, they've all outpaced their previous generation products as far as growth rate goes. And so I think that is a testament to the way they've run the business. But I do think when people bucket Cisco in with HP and Dell, and I understand why they do, their businesses were similar at one time, it's really not a true comparison anymore. I think Cisco has completely changed their business and they're not trying to commoditize markets, they're trying to drive innovation and keep the margins up, where I think HP and Dell tend to really compete on price versus innovation. >> Well, and we are going to get to this point about the tailwinds and headwinds and cloud, and how Cisco to do it. But, to your point about, you know, the cell phone analogy. To the extent that Cisco can make that seamless for customers could hide that underlying complexity, that's going to be critical for the cloud. Now, but before we get there, I want to talk about one of the reasons why Cisco such a high multiple, and has been able to preserve its margins, to your point, not being commoditized. And it's been able to grow both organically, but also has a strong history of M and A. It's this chart shows a dominant position in core networking. So this shows, so ETR data within the Fortune 500. It plots companies in the ETR taxonomy in two dimensions, net score on the vertical axis, which is a measure of spending velocity, and market share on the horizontal axis, which is a measure of presence in the survey. It's not like IDC market share, it's mentioned market share if you will. The point is Cisco is far and away the most pervasive player in the market, it's generally held its dominant position. Although, it's been under pressure in the last few years in core networking, but it retains or maintains a very respectable net score and consistently performs well for such a large company. Zeus, anything you'd add with respect to Cisco's core networking business? >> Yeah, it's maintained a dominant network position historically. I think part of because it drives good products, but also because the competitive landscape, historically has been pretty weak, right? We saw companies like 3Com and Nortel who aren't around anymore. It'll be interesting to see moving forward now that companies like VMware are involved in networking. AWS is interested in networking. Arista is a much stronger company. You know, Juniper bought Mist and is in better position. Even Extreme Networks who most people thought was dead a few years ago has made a number of acquisitions and is now a billion dollar company. So while Cisco has done a great job of execution, they've done a great job on the innovation side, their competitive landscape, looking out over the next five years, I think is going to be more difficult than it has been over the previous five years. And largely, Dave, I think that's good for Cisco. I think whenever Cisco's pressed a little bit from competition, they tend to step on the innovation gas a little bit more. And I look back and even just the transition when VMware bought Nicira, that got Cisco's SDN business into gear, like nothing else could have, right? So competition for that company, they always seem to respond well to it. >> So, let's break down Cisco's net score a little bit. Explain why the company has been able to hold its spending momentum despite its large size. This will give you a little insight to the survey. So this chart shows the granular components of net score. The lime green is new adoptions to Cisco. The forest green is spending more than 6%. The gray is flat plus or minus 5%. The pink is spending drops by more than 5%. And the red is we're chucking the platform, we're getting off. And Cisco's overall net score here is 25%, which for a company of its size speaks to the relationships that it has with customers. It's of course got a fat middle in the gray area, like all sort of large established companies. But very low defections as well, it's got low new adoptions. But very respectable. So that is background, Zeus. Let's look at spending momentum over time across Cisco's portfolio. So this chart shows Cisco's net score by that methodology within the ETR taxonomy for Cisco over three survey periods. And what jumps out is Meraki on the left, very strong. Virtualization business, its core networking, analytics and security, all showing upward momentum. AppD is a little bit concerning, but that could be related to Cisco's sort of pivot to full stack observability. So maybe AppD is being bundled there. Although some practitioners have cited to us some concerns in that space. And then WebEx at the end of the chart, it's showing some relative strength, but not that high. Zeus, maybe you could comment on Meraki and any other takeaways across the portfolio. >> Yeah, Meraki has proven to be an excellent acquisition for Cisco. In fact, you might, I think it's arguable to say it's its best acquisition in history going all the way back to camp Kalpana and Grand Junction, the ones that brought up catalyst switches. So, in fact, I think Meraki's revenue might be larger than security now. So, that shows you the momentum it has. I think one of the lessons it brought to Cisco was that simpler is better, sometimes. I think when they first bought Meraki, the way Meraki's deployed, it's very easy to set up. There's a lot of engineering work though that goes into making a product simple to use. And I think a lot of Cisco engineers historically looked at Meraki as, that's a little bit of a toy. It's meant for small businesses, things like that, but it's not for enterprise. But, Rocky's done a nice job of expanding the portfolio, of leveraging the cloud for analytics and showing you a lot of things that you wouldn't necessarily get from traditional networking equipment. And one of the things that I was really delighted to see was when they put Todd Nightingale in charge of all the networking business, because that showed to me that Chuck Robbins understood that the things Meraki were doing were right and they infuse a little bit of Meraki into the rest of the company. You know, that's certainly a good thing. The other areas that you showed on the chart, not really a surprise, Dave. When you think of the shift hybrid work and you think of the, some of the other transitions going on, I think you would expect to see the server business in decline, the storage business, you know, maybe in a little bit of decline, just because people aren't building out data centers. Where the other ones are related more to hybrid working, hybrid cloud, things like that. So it is what you would expect. The WebEx one was interesting too, because it did show somewhat of a dip and then a rise. And I think that's indicative of what we've seen in the collaboration space since the pandemic came about. Companies like Zoom and RingCentral really got a lot of the headlines. Again, when you, the comment I made on competition, Cisco got caught a little bit flat-footed, they've caught up in features and now they really stepped on the gas there. Chuck joked that he gave the WebEx team a bit of a blank check to go do what it had to do. And I don't think that was a joke. I think he actually did that because they've added more features into WebEx in the last year then I think they did the previous five years before that. >> Well, let's just drill into video conferencing real quick here, if we could. Here's that two dimensional view, again, showing net score against market share or pervasiveness of mentions, and you can see Microsoft Teams in the upper right. I mean, it's off the chart, literally. Zoom's well ahead of Cisco in terms of, you know, mentions presence. And that could be a spate of freemium, you know, but it's basically a three horse race in this game. And Cisco, I don't think is trying to take Zoom head on, rather it seems to be making WebEx a core part of its broader collaboration agenda. But Zeus, maybe you could comment. >> Well, it's all coming together, right? So, it's hard to decouple calling from video from meetings. All of the vendors, including Teams, are going after the hybrid work experience. And if you believe the future is hybrid and not just work from home, then Cisco does have a pretty interesting advantage because it's the only one that makes its own end points, where Teams and Zoom doesn't. And so that end to end experience it can deliver. The Microsoft Teams one's interesting because that product, frankly, when you talk to users, it doesn't have a great user score, like as far as user satisfaction goes, but the one thing Microsoft has done a very good job of is bundling it in to the Office365 licenses, making it very easy for IT to deploy. Zoom is a little bit in the middle where they've appealed to the users. They've done a better job of appealing to IT, but there is a, there is a battleground now going on where video's not just video. It includes calling, includes meetings, includes room systems now, and I think this hybrid work friend is going to change the way we think about these meeting tools. >> Now we'd be remiss if we didn't spend a moment talking about security as a key part of Cisco's business. And we have a graphic on this same kind of X, Y. And it's been, we've seen several quarters of growth. Although, the last quarter security growth was in the low single digits, but Cisco is a major player in security. And this X, Y graph shows, they've got both a large presence and a solid spending momentum. Not nearly as much momentum as Okta or Zscaler or a CrowdStrike and some of the smaller companies, but they're, these guys are on a rocket ship, but others that we featured in these episodes, but much more than respectable for Cisco. And security is critical to the strategy. It's a big part of the subscriber base. And the last thing, Zeus, I'll say about Cisco made the point in analyst day, that this market is crowded. You can see that in this chart. And their goal is to simplify this picture and make it easier for customers to secure their data and apps. But that's not easy, Zeus. What are your thoughts on Cisco's security opportunities? >> Yeah, I've been waiting for Cisco go to break up in security a little more than it has. I do think, I was talking with a CSO the other day, Dave, that said to me he's starting to understand that you don't have to have best of breed everywhere to have best in class threat protection. In fact, there's a lot of buyers now will tell you that if you try and have best of breed everywhere, it actually creates a negative when it comes to threat protection because keeping all the policies and things up to date is very, very difficult. And so the industry is moving more to a platform model, right? Now, the challenge for Cisco is how do you get that, the customer to think of the network as part of the platform? Because while the platform model, I think, is starting to gain traction, FloridaNet, Palo Alto, even McAfee, companies like that also have their own version of a security platform. And if you look at the financial performance of companies like FloridaNet and Palo Alto over the past, you know, over the past couple of years, they've been through the roof, right? And so I think an interesting and unique challenge for Cisco is can they convince the security buyer that the network is as important a part of that platform as any other component? If they can do that, I think they can break away from the pack. If not, then they'll stay mixed in with those, you know, Palo, FloridaNet, Checkpoint, and, you know, and Cisco, in that mix. But I do think that may present their single biggest needle moving opportunity just because of how big the security TAM is, and the fact that there is no de facto leader in security today. If they could gain the same kind of position in security as they have a networking, who, I mean, that would move the needle like no other market would. >> Yeah, it's really interesting that they're coming at security, obviously from a position of networking strength. You've got, to your point, you've got best of breed, Okta in identity, you got CrowdStrike in endpoint, Zscaler in cloud security. They're all growing like crazy. And you got Cisco and you know, Palo Alto, CSOs tell us they want to work with Palo Alto because they're the thought leader and they're obviously a major player here. You mentioned FloridaNet, there's a zillion others. We could talk all day about security. But let's bring it back to cloud. We've talked about a number of the piece in Cisco's portfolio, and we haven't really spent any time on full stack observability, which is a big push for Cisco with AppD, Intersight and the ThousandEyes acquisition. And that plays into this equation. But my take, Zeus, is Cisco has a number of cloud knobs that it can turn, it sells core networking equipment to hyperscalers. It can be the abstraction layer to connect on-prem to the cloud and hybrid and across clouds. And it's in a good position with Telcos too, to go after the 5G. But let's use this chart to talk about Cisco's cloud prospects. It's an ETR cut of the cloud customer spending. So we cut it by cloud customers. And they're are, I don't know, 800 or so in the survey. And then looking at various companies performance within that cut. So these are companies that compete, or in the case of HashiCorp, partner with Cisco at some level. Let me just set this up and get your take. So the insert on the chart by the way shows the raw data that positions each dot, the net score and the shared n, i.e. the number of accounts in the survey that responded. The key points, first of all, Azure and AWS, dominant players in cloud. GCP is a distant third. We've reported on that a lot. Not only are these two companies big, they have spending momentum on their platforms. They're growing, they are on that flywheel. Second point, VMware and Cisco are very prominent. They have huge customer bases. And while they're often on a collision course, there's lots of room in cloud for multiple players. When we plotted some other Cisco properties like AppD and Meraki, which as we said, is strong. And then for context, we've placed Dell, HPE, Aruba, IBM and Oracle. And also VMware cloud and AWS, which is notable on its elevation. And as I say, we've added HashiCorp because they're critical partner of Cisco and it's a multi-cloud play. Okay, Zeus, there's the setup. What does Cisco have to do to make the cloud a tailwind? Let's talk about strategy, tailwinds, headwinds, competition, and bottom line it for us. >> Yeah, well, I do think, well, I talked about security being the biggest needle mover for Cisco, I think its biggest challenge is convincing Wall Street in particular, that the cloud is a tailwind. I think if you look at the companies with the really high multiples to their stock, Dave, they're all ones where they're viewed as, they go along with the cloud ride, Right? So the, if you can associate yourself with the cloud and then people believe that the cloud is going to, more cloud equals more business, that obviously creates a better multiple because the cloud has almost infinite potential ahead of it. Now with respect to Cisco, I do think cloud has presented somewhat of a double-edged sword for Cisco. I don't believe the current consumption model for cloud is really a tailwind for Cisco, not really a headwind, but it doesn't really change Cisco's business. But I do think the very definition of cloud is changing before our eyes, Dave. And it's shifting away from centralized clouds. If you think of the way customers bought cloud before, it might have used AWS, it might've used Azure, but it really, that's not really multi-cloud, it's just multiple clouds in which I put things in these centralized resources. It's shifting more to this concept of distributed cloud in which a single application can be built using resources from your private cloud, for AWS, from Azure, from Edge locations, all the cloud providers have built their portfolios to support this concept of distributed cloud and what becomes important there, is a highly agile dynamic network. And in that case with distributed cloud, that is a tailwind for Cisco because now the network is that resource that ties all those distributed cloud components together. Now the network itself has to change. It needs to become a lot more agile and microservices and container friendly itself so I can spin up resources and, you know, in an Edge location, as fast as I can on-prem and things like that. But I do think it creates another wave of innovation and networking, and in that case, I think it does act as a tailwind for Cisco, aside from just the work it's done with the web scalers, you know, those types of companies. So, but I do think that Cisco needs to rethink its delivery model on network services somewhat to take advantage of that. >> At the analyst meeting, Cisco made the point that it does sell to the hyperscalers. It talked about the top six hyperscalers. You know, you had mentioned to me, maybe IBM and Oracle were in there. I always talk about four hyperscalers and only four, but that's fine. Here's my question. Practitioners have told me, buyers have told me, the more money and more workloads I put in the cloud, the less I spend with Cisco. Now, even though that might be Cisco gear powering those clouds, do you see that as a potential threat in that they don't own that relationship anymore and value will confer to the cloud players? >> Yeah, that's, I've heard that too. And I don't, I believe that's true when it comes to general purpose compute. You're probably not buying as many UCS servers and things like that because you are putting them in the cloud. But I do think you do need a refresh the network. I think the network becomes a very important role, plays a very important role there. The variant, the really interesting trend will be, what is your WAM look like? Do you have thousands of workers scattered all over the place, or do you just have a few centralized locations? So I think also, you know, Cisco will wind up providing connectivity within the cloud. If you think of the transition we've seen in other industries, Dave, as far as cloud goes, you think of, you know, F5, a company like that. People thought that AWS would commoditize F5's business because AWS provides their own load balancers, right? But what AWS provides is a very basic, very basic functionality and then use F5's virtual edition or a cloud edition for a lot of the advanced capabilities. And I think you'll see the same thing with the cloud that customers will start buying versions of Cisco that go in the cloud to drive a lot of those advanced capabilities that only Cisco delivers. And so I think you wind up buying more Cisco over time, although the per unit price of what you buy might be a little bit lower. If that makes sense here. >> It does, I think it makes a lot of sense and that fits into the cloud model. You know, you bring up a good point, the conversation with the customer was Rakuten. And that individual was essentially sharing with us, somebody was asking, one of the analysts was asking, "Well, what about the cloud guys? "Aren't they going to really threaten the whole Telco "industry and disrupt it?" And his point was, "Look at, this stuff is not trivial." So to your point, you know, maybe they'll provide some basic functionality. Kind of like they do in a lot of different areas. Data protection is another good example. Security is another good example. Where there's plenty of room for partners, competitors, of on-prem players to add value. And I've always said, "Look, the opportunity "is the cloud players spend 100 billion dollars a year "on CapEx." It's a gift to companies like Cisco who can build an abstraction layer that connects on-prem, cloud for hybrid, across clouds, out to the edge, and really be that layer that is that layer that takes advantage of cloud native, but also delivers that experience, I don't want to use the word seamlessly, but that experience across those clouds as the cloud expands. And that's fundamentally Cisco's cloud strategy, isn't it? >> Oh yeah. And I think people have underestimated over the years, how hard it is to build good networking products. Anybody can go get some silicon and build a product to connect two things together. The question is, can you do it at scale? Can you do it securely? And lots of companies have tried to commoditize networking, you know, White Boxes was looked at as the existential threat to Cisco. Huawei was looked at as the big threat to Cisco. And all of those have kind of come and gone because building high quality network equipment that scales is tough. And it's tougher than most people realize. And your other point on the cloud providers as well, they will provide a basic level of functionality. You know, AWS network equipment doesn't work in Azure. And Azure stuff doesn't work in Google, and Google doesn't work in AWS. And so you do need a third party to come in and act as almost the cloud middleware that can connect all those things together with a consistent set of policies. And that's what Cisco does really well. They did that, you know back when they were founded with routing protocols and you can think this is just an extension of what they're doing just up at the cloud layer. >> Excellent. Okay, Zeus, we're going to leave it there. Thanks to my guest today, Zeus Kerravala. Great analysis as always. Would love to have you back. Check out ZKresearch.com to reach him. Thank you again. >> Thank you, Dave. >> Now, remember I publish each week on Wikibond.com and siliconangle.com. All these episodes are available as podcasts, just search "Braking Analysis" podcast, and you can connect on Twitter at DVallante or email me David.Vallante@siliconangle.com. Thanks for the comments on LinkedIn. Check out etr.plus for all the survey action. This is Dave Vallante for theCUBE insights powered by ETR. Be well and we'll see you next time. (light music)
SUMMARY :
bringing you data-driven and the mandate to maintain to be with you guys. but that's kind of the for the network to be One of the big takeaways at the ones to sell it to them. And of course the history, is the shift to consumption-based pricing. companies in the world. a lot of the startups, they're moving Dave, is that the business And the key points here are that one, Think about the way you just of the reasons why Cisco I think is going to be more And the red is we're that the things Meraki I mean, it's off the chart, literally. And so that end to end And the last thing, Zeus, the customer to think It's an ETR cut of the Now the network itself has to change. that it does sell to the hyperscalers. that go in the cloud to and that fits into the cloud model. as the existential threat to Cisco. Would love to have you back. Thanks for the comments on LinkedIn.
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