>>Hello and welcome back to the live coverage of the Cube here. Live in Detroit, Michigan for Cub Con, our seventh year covering all seven years. The cube has been here. M John Fur, host of the Cube, co-founder of the Cube. I'm here with Lisa Mart, my co-host, and our new host, Savannah Peterson. Great to see you guys. We're wrapping up day one of three days of coverage, and our guest analyst is Sario Wall, who's the cube analyst who's gonna give us his report. He's been out all day, ear to the ground in the sessions, peeking in, sneaking in, crashing him, getting all the data. Great to see you, Sarvi. Lisa Savannah, let's wrap this puppy up. >>I am so excited to be here. My first coupon with the cube and being here with you and Lisa has just been a treat. I can't wait to hear what you have to say in on the report side. And I mean, I have just been reflecting, it was last year's coupon that brought me to you, so I feel so lucky. So much can change in a year, folks. You never know where you're be. Wherever you're sitting today, you could be living your dreams in just a few >>Months. Lisa, so much has changed. I mean, just look at the past this year. Events we're back in person. Yeah. Yep. This is a big team here. They're still wearing masks, although we can take 'em off with a cube. But mask requirement. Tech has changed. Conversations are upleveling, skill gaps still there. So much has changed. >>So much has changed. There's so much evolution and so much innovation that we've also seen. You know, we started out the keynote this morning, standing room. Only thousands of people are here. Even though there's a mass requirement, the community that is CNCF Co Con is stronger than I, stronger than I saw it last year. This is only my second co con. But the collaboration, what they've done, their devotion to the maintainers, their devotion to really finding mentors for mentees was really a strong message this morning. And we heard a >>Lot of that today. And it's going beyond Kubernetes, even though it's called co con. I also call it cloud native con, which I think we'll probably end up being the name because at the end of day, the cloud native scaling, you're starting to see the pressure points. You're start to see where things are breaking, where automation's coming in, breaking in a good way. And we're gonna break it all down Again. So much going on again, I've overs gonna be in charge. Digital is transformation. If you take it to its conclusion, then you will see that the developers are running the business. It isn't a department, it's not serving the business, it is the business. If that's the case, everything has to change. And we're, we're happy to have Sarib here with us Cube analysts on the badge. I saw that with the press pass. Well, >>Thank you. Thanks for getting me that badge. So I'm here with you guys and >>Well, you got a rapport. Let's get into it. You, I >>Know. Let's hear what you gotta say. I'm excited. >>Yeah. Went around, actually attend some sessions and, and with the analysts were sitting in, in the media slash press, and I spoke to some people at their booth and the, there are a few, few patterns, you know, which are, some are the exaggeration of existing patterns or some are kind of new patterns emerging. So things are getting complex in open source. The lawn more projects, right. They have, the CNCF has graduated some projects even after graduation, they're, they're exploring, right? Kubernetes is one of those projects which has graduated. And on that front, just a side note, the new projects where, which are entering the cncf, they're the, we, we gotta see that process and the three stages and all that stuff. I tweeted all day long, if you wanna know what it is, you can look at my tweets. But when I will look, actually write right on that actually after, after the show ends, what, what I saw there, these new projects need to be curated properly. >>I think they need to be weed. There's a lot of noise in these projects. There's a lot of overlap. So the, the work is cut out for CNCF folks, by the way. They're sort of managerial committee or whatever you call that. The, the people who are leading it, they're try, I think they're doing their best and they're doing a good job of that. And another thing actually, I really liked in the morning's keynote was that lot of women on the stage and minorities represented. I loved it, to be honest with you. So believe me, I'm a minority even though I'm Indian, but from India, I'm a minority. So people who have Punjab either know that I'm a minority, so I, I understand their pain and how hard it is to, to break through the ceiling and all that. So I love that part as well. Yeah, the >>Activity is clear. Yeah. From day one. It's in the, it's in the dna. I mean, they'll reject anything that the opposite >>Representation too. I mean, it's not just that everyone's invited, it's they're celebrated and that's a very big difference. Yeah. It's, you see conferences offer discounts for women for tickets or minorities, but you don't necessarily see them put them running where their mouth is actually recruit the right women to be on stage. Right. Something you know a little bit about John >>Diversity brings better outcomes, better product perspectives. The product is better with all the perspectives involved. Percent, it might go a little slower, maybe a little debates, but it's all good. I mean, it's, to me, the better product comes when everyone's in. >>I hope you didn't just imply that women would make society. So >>I think John men, like slower means a slower, >>More diversity, more debate, >>The worst. Bringing the diversity into picture >>Wine. That's, that's how good groups, which is, which is >>Great. I mean, yeah, yeah, >>Yeah, yeah. I, I take that mulligan back and say, hey, you knows >>That's >>Just, it's gonna go so much faster and better and cheaper, but that not diversity. Absolutely. >>Yes. Well, you make better products faster because you have a variety >>Of perspectives. The bigger the group, there's more debate. More debate is key. But the key to success is aligning and committing. Absolutely. Once you have that, and that's what open sources has been about for. Oh God, yeah. Generations >>Has been a huge theme in the >>Show generations. All right, so, so, >>So you have to add another, like another important, so observation if you will, is that the security is, is paramount right. Requirement, especially for open source. There was a stat which was presented in the morning that 60% of the projects in under CNCF have more vulnerabilities today than they had last year. So that was, That's shocking actually. It's a big jump. It's a big jump. Like big jump means jump, jump means like it can be from from 40 to 60 or or 50 or 60. But still that percentage is high. What, what that means is that lot more people are contributing. It's very sort of di carmic or ironic that we say like, Oh this project has 10,000 contributors. Is that a good thing? Right. We do. Do we know the quality of that, where they're coming from? Are there any back doors being, you know, open there? How stringent is the process of rolling those things, which are being checked in, into production? You know, who is doing that? I've >>Wondered about that. Yeah. The quantity, quality, efficacy game. Yes. And what a balance that must be for someone like CNCF putting in the structure to try and >>That's >>Hard. Curate and regulate and, and you know, provide some bumpers on the bowling lane, so to speak, of, of all of these projects. Yeah. >>Yeah. We thought if anybody thought that the innovation coming from, or the number of services coming from AWS or Google Cloud or likes of them is overwhelming, look at open source, it's even more >>Overwhelming. What's your take on the supply chain discussion? More code more happening. What are you hearing there? >>The supply chain from the software? Yeah. >>Supply chain software, supply chain security pays. Are people talking about that? What are you >>Seeing? Yeah, actually people are talking about that. The creation, the curation, not creation. Curation of suppliers of software I think is best done in the cloud. Marketplaces Ive call biased or what, you know, but curation of open source is hard. It's hard to know which project to pick. It's hard to know which project will pan out. Many of the good projects don't see the day light of the day, but some decent ones like it becomes >>A marketing problem. Exactly. The more you have out there. Exactly. The more you gotta get above the noise. Exactly. And the noise echo that. And you got, you got GitHub stars, you got contributors, you have vanity metrics now coming in to this that are influencing what's real. But sometimes the best project could have smaller groups. >>Yeah, exactly. And another controversial thing a little bit I will say that is that there's a economics of the practitioner, right? I usually talk about that and economics of the, the enterprise, right? So practitioners in our world, in software world especially right in systems world, practitioners are changing jobs every two to three years. And number of developers doubles every three years. That's the stat I've seen from Uncle Bob. He's authority on that software side of things. Wow. So that means there's a lot more new entrance that means a lot of churn. So who is watching out for the enterprise enterprises economics, You know, like are we creating stable enterprises? How stable are our operations? On a side note to that, most of us see the software as like one band, which is not true. When we talk about all these roles and personas, somebody's writing software for, for core layer, which is the infrastructure part. Somebody's writing business applications, somebody's writing, you know, systems of bracket, some somebody's writing systems of differentiation. We talk about those things. We need to distinguish between those and have principle based technology consumption, which I usually write about in our Oh, >>So bottom line in Europe about it, in your opinion. Yeah. What's the top story here at coupon? >>Top story is >>Headline. Yeah, >>The, the headline. Okay. The open source cannot be ignored. That's a headline. >>And what should people be paying attention to if there's a trend coming out? See any kind of trends coming out or any kind of signal, What, what do you see that people should pay attention to here? The put top >>Two, three things. The signal is that, that if you are a big shop, like you'd need to assess your like capacity to absorb open source. You need to be certain size to absorb the open source. If you are below that threshold, I mean we can talk about that at some other time. Like what is that threshold? I will suggest you to go with the managed services from somebody, whoever is providing those managed services around open source. So manage es, right? So from, take it from aws, Google Cloud or Azure or IBM or anybody, right? So use open source as managed offering rather than doing it yourself. Because doing it yourself is a lot more heavy lifting. >>I I, >>There's so many thoughts coming, right? >>Mind it's, >>So I gotta ask you, what's your rapport? You have some swag, What's the swag look >>Like to you? I do. Just as serious of a report as you do on the to floor, but I do, so you know, I come from a marketing background and as I, I know that Lisa does as well. And one of the things that I think about that we touched on in this is, is you know, canceling the noise or standing out from the noise and, and on a show floor, that's actually a huge challenge for these startups, especially when you're up against a rancher or companies or a Cisco with a very large budget. And let's say you've only got a couple grand for an activation here. Like most of my clients, that's how I ended up in the CU County ecosystem, was here with the A client before. So there actually was a booth over there and I, they didn't quite catch me enough, but they had noise canceling headphones. >>So if you just wanted to take a minute on the show floor and just not hear anything, which I thought was a little bit clever, but gonna take you through some of my favorite swag from today and to all the vendors, you know, this is why you should really put some thought into your swag. You never know when you're gonna end up on the cube. So since most swag is injection molded plastic that's gonna end up in the landfill, I really appreciate that garden has given all of us a potable plant. And even the packaging is plantable, which is very exciting. So most sustainable swag goes to garden. Well done >>Rep replicated, I believe is their name. They do a really good job every year. They had some very funny pins that say a word that, I'm not gonna say live on television, but they have created, they brought two things for us, yet it's replicated little etch sketch for your inner child, which is very nice. And given that we are in Detroit, we are in Motor City, we are in the home of Ford. We had Ford on the show. I love that they have done the custom K eight s key chains in the blue oval logo. Like >>Fords right behind us by the way, and are on you >>Interviewed, we had 'em on earlier GitLab taking it one level more personal and actually giving out digital portraits today. Nice. Cool. Which is quite fun. Get lap house multiple booths here. They actually IPOed while they were on the show floor at CubeCon 2021, which is fun to see that whole gang again. And then last but not least, really embracing the ship wheel logo of a Kubernetes is the robusta accrue that is giving out bucket hats. And if you check out my Twitter at sabba Savvy, you can see me holding the ship wheel that they're letting everyone pose with. So we are all in on Kubernetes. That cove gone 2022, that's for sure. Yeah. >>And this is something, day one guys, we've got three. >>I wanna get one of those >>Hats. We we need to, we need a group photo >>By the end of Friday we will have a beverage and hats on to sign off. That's, that's my word. If I can convince John, >>Don, what's your takeaway? You guys did a great kind of kickoff about last week or so about what you were excited about, what your thoughts were going to be. We're only on day one, There's been thousands of people here, we've had great conversations with contributors, the community. What's your take on day one? What's your, what's your tagline? >>Well, Savannah and I had at we up, we, we were talking about what we might see and I think we, we were right. I think we had it right. There's gonna be a lot more people than there were last year. Okay, check. That's definitely true. We're in >>Person, which >>Is refreshing. I was very surprised about the mask mandate that kind of caught me up guard. I was major. Yeah. Cause I've been comfortable without the mask. I'm not a mask person, but I had to wear it and I was like, ah, mask. But I understand I support that. But whatever. It's >>Corporate travel policy. So you know, that's what it is. >>And then, you know, they, I thought that they did an okay job with the gates, but they wasn't slow like last time. But on the content side, definitely Kubernetes security, top line headline, Kubernetes at scale security, that's, that's to me the bumper sticker top things to pay attention to the supply chain and the role of docker and the web assembly was a surprise. You're starting to see containers ecosystem coming back to, I won't say tension growth in the functionality of containers cuz they have to solve the security problem in the container images. Okay, you got scanning technology so it's a little bit in the weeds, but there's a huge movement going on to fix that problem to scale it so it's not a problem area contain. And then Dr sent a great job with productivity interviews. Scott Johnston over a hundred million in revenue so far. That's my number. They have not publicly said that. That's what I'm reporting from sources extremely well financially. And they, and they love their business model. They make productivity for developers. That's a scoop. That's new >>Information. That's a nice scoop we just dropped there on the co casually. >>You're watching that. Pay attention to that. But that, that's proof. But guess what, Red Hat's got developers too. Yes. Other people have to, So developers gonna go where it's the best. Yeah. Developers are voting with their code, they're voting with their feet. You will see the winners with the developers and that's what we've talked about. >>Well and the companies are catering to the developers. Savannah and I had a great conversation with Ford. Yeah. You saw, you showed their fantastic swag was an E for Ev right behind us. They were talking about the, all the cultural changes that they've really focused on to cater towards the developers. The developers becoming the influencers as you say. But to see a company that is as, as historied as Ford Motor Company and what they're doing to attract and retain developer talent was impressive. And honestly that surprised me. Yeah. >>And their head of deb relations has been working for, for, for 29 years. Which I mean first of all, most companies on the show floor haven't been around for 29 years. Right. But what I love is when you put community first, you get employees to stick around. And I think community is one of the biggest themes here at Cuco. >>Great. My, my favorite story that surprised me and was cool was the Red Hat Lockheed Martin interview where they had edge deployments with micro edge, >>Micro shift, >>Micro >>Shift, new projects under, there's, there are three new projects under, >>Under that was so, so cool because it was an edge story in deployment for the military where lives are on the line, they actually had it working. That is a real world example of Kubernetes and tech orchestrating to deploy the industrial edge. And I think that's proof in my mind that Kubernetes and this ecosystem is gonna move faster through this next wave of growth. Because once things start clicking, you get hybrid on premise to super cloud and edge. That was, that was my favorite cause it was real. That was real >>Story that it can make is literally life and death on the battlefield. Yeah, that was amazing. With what they're doing and what >>They're talking check out the Lockheed Martin Red Hat edge story on Silicon Angle and then a press release all pillar. >>Yeah. Another actually it's impressive, which we knew this which is happening, but I didn't know that it was happening at this scale is the finops. The finops is, I saw your is a discipline which most companies are adopting bigger companies, which are spending like hundreds of millions dollars in cloud average. Si a team size of finops for finops is seven people. And average number of tools is I think 3.5 or around 3.7 or something like that. Average number of tools they use to control the cost. So finops is a very generic term for years. It's not financial operations, it's the financial operations for the cloud cost, you know, containing the cloud costs. So that's a finops that is a very emerging sort of discipline >>To keep an eye on. And well, not only is that important, I talked to, well one of the principles over there, it's growing and they have real big players in that foundation. Their, their events are highly attended. It's super important. It's just, it's the cost side of cloud. And, and of course, you know, everyone wants to know what's going on. No one wants to leave there. Their Amazon on Yeah, you wanna leave the lights on the cloud, as we always say, you never know what the bill's gonna look like. >>The cloud is gonna reach $3 billion in next few years. So we might as well control the cost there. Yeah, >>It was, it was funny to get the reaction I found, I don't know if I was, how I react, I dunno how I felt. But we, we did introduce Super Cloud to a couple of guests and a, there were a couple reactions, a couple drawn. There was a couple, right. There was a couple, couple reactions. And what I love about the super cloud is that some people are like, oh, cringing. And some people are like, yeah, go. So it's a, it's a solid debate. It is solid. I saw more in the segments that I did with you together. People leaning in. Yeah. Super fun. We had a couple sum up, we had a couple, we had a couple cringes, I'll say their names, but I'll go back and make sure I, >>I think people >>Get 'em later. I think people, >>I think people cringe on the, on the term not on the idea. Yeah. You know, so the whole idea is that we are building top of the cloud >>And then so I mean you're gonna like this, I did successfully introduce here on the cube, a new term called architectural list. He did? That's right. Okay. And I wanna thank Charles Fitzgerald for that cuz he called super cloud architectural list. And that's exactly the point of super cloud. If you have a great coding environment, you shouldn't have to do an architecture to do. You should code and let the architecture of the Super cloud make it happen. And of course Brian Gracely, who will be on tomorrow at his cloud cast said Super Cloud enables super services. Super Cloud enables what Super services, super service. The microservices underneath the covers have to be different. High performing, automated. So again, the debate and Susan, the goal is to keep it open. And that's our, that's our goal. But we had a lot of fun with that. It was fun to poke the bear a little bit. So >>What is interesting to see just how people respond to it too, with you throwing it out there so consistently, >>You wanna poke the bear, get a conversation going, you know, let let it go. We'll see, it's been positive so far. >>There, there I had a discussion outside somebody who is from Ford but not attending this conference and they have been there for a while. I, I just some moment hit like me, like I said, people, okay, technologists are horizontal, the codes are horizontal. They will go from four to GM to Chrysler to Bank of America to, you know, GE whatever, you know, like cross vertical within vertical different vendors. So, but the culture of a company is local, right? Right. Ford has been building cars for forever. They sort of democratize it. They commercialize it, right? But they have some intense culture. It's hard to change those cultures. And how do we bring in the new thinking? What is, what approach that should be? Is it a sandbox approach for like putting new sensors on the car? They have to compete with te likes our Tesla, right? Yeah. But they cannot, if they are afraid of deluding their existing market or they're afraid of failure there, right? So it's very >>Tricky. Great stuff. Sorry. Great to have you on as our cube analyst breaking down the stories. We'll document that, that we'll roll out a post on it. Lisa Savannah, let's wrap up the show for day one. We got day two and three. We'll start with you. What's your summary? Quick bumper sticker. What's today's show all about? >>I'm a community first gal and this entire experience is about community and it's really nice to see the community come together, celebrate that, share ideas, and to have our community together on stage. >>Yeah. To me, to me it was all real. It's happening. Kubernetes cloud native at scale, it's happening, it's real. And we see proof points and we're gonna have faster time to value. It's gonna accelerate faster from here. >>The proof points, the impact is real. And we saw that in some amazing stories. And this is just a one of the cubes >>Coverage. Ib final word on this segment was well >>Said Lisa. Yeah, I, I think I, I would repeat what I said. I got eight, nine years back at a rack space conference. Open source is amazing for one biggest reason. It gives the ability to the developing nations to be at somewhat at par where the dev develop nations and, and those people to lift up their masses through the automation. Cuz when automation happens, the corruption goes down and the economy blossoms. And I think it's great and, and we need to do more in it, but we have to be careful about the supply chains around the software so that, so our systems are secure and they are robust. Yeah, >>That's it. Okay. To me for SAR B and my two great co-host, Lisa Martin, Savannah Peterson. I'm John Furry. You're watching the Cube Day one in, in the Books. We'll see you tomorrow, day two Cuban Cloud Native live in Detroit. Thanks for watching.

>> From Palo Alto, California, it's theCUBE. Covering The Conference Board's 6th Annual Innovation Master Class. >> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're at the Innovation Master Class that's put on by The Conference Board. We're here at Xerox PARC, one of the original innovation centers here in Silicon Valley. Tremendous history, if you don't know the history of Xerox PARC go get a book and do some reading. And we're excited to have our next guest because there's a lot of talk about tech but really not enough talk about people and where the people play in this whole thing. And as we're seeing more and more, especially in downtown San Francisco, an assumption of responsibility by tech companies to use some of the monies that they're making to invest back in the community. And one of the big problems in San Francisco if you've been there lately is homelessness. There's people all over the streets, there's tent cities and it's a problem. And it's great to have our next guest, who's actually doing something about it, small discrete steps, that are really changing people's lives, and I'm excited to have him. He's Kevin Adler, the founder and CEO of Miracle Messages. Kevin, great to meet you. >> Great to meet you too Jeff. >> So, before we did this, doing a little background, you knew I obviously stumbled across your TED Talk and it was a really compelling story so I wonder A, for the people, what is Miracle Messages all about, and then how did it start, how did you start this journey? >> Miracle Messages, we help people experiencing homelessness reconnect to their loved ones and in the process, help us as their neighbors reconnect with them. And we're really tackling what we've come to call the relational poverty on the streets. A lot of people that we walk by every day, Sure, they don't have housing, but their level of disconnection and isolation is mind boggling when you actually find out about it. So, I started it four years ago. I had an uncle who was homeless for about 30 years. Uncle Mark, and I never saw him as a homeless man. He was just a beloved uncle, remembered every birthday, guest of honor at Thanksgiving, Christmas. >> And he was in the neighborhood, he just didn't have a home? >> He was in Santa Cruz, he suffered from schizophrenia. And, when he was on his meds he was good and then he'd do something disruptive and get kicked out of a halfway house. And we wouldn't hear from him for six months or a year. >> Right. So, after he passed away, I was with my dad, and not far from here, visiting his grave site in Santa Cruz. And I was having a conversation with my dad of the significance of having a commemorative plot for Uncle Mark. I said, he meant something to us, this is his legacy. So that's nice, but I'm going to go back in the car, pull out my smartphone, and see status updates from every friend, acquaintance I've ever met, and I'm going to learn more about their stories on Facebook, with a quick scroll, than I will at the grave site of my Uncle Mark. So, I'm actually a Christian. I have a faith background, and I asked this question: "How would Jesus use a smartphone?" "How would Jesus use a GoPro camera?" Cause I didn't think it was going to be surfing pigs on surf boards. And I started a side project where homeless volunteers, like my Uncle Mark, wore GoPro cameras around their chests. And I invited them to narrate those experiences and I was shocked by what I saw. And I won't regale you with stories right now but I heard over and over again, people say "I never realized I was homeless when I lost my housing, "only when I lost my family and friends." >> Right. >> And that led me to say, if that's true, I can just walk down the street and go up to every person I see and say "Do you have any family or friends "you'd like to reconnect with?" And I did that in Market Street, San Francisco four years ago, met a man named Jeffrey, he hadn't seen his family in 22 years. Recorded a video on the spot to his niece and nephew, go home that night, posted the video in a Facebook group connected to his hometown, and within one hour the video was shared hundreds of times, makes the local news that night. Classmates start commenting, "Hey, "I went to high school with this guy, "I work in construction, does he need a job? "I work at the mayor's office does he need healthcare?" His sister gets tagged, we talk the next day. It turns out that Jeffrey had been a missing person for 12 years. And that's when I quit my job and started doing this work full time. >> Right, phenomenal. There's so many great aspects to this story. One of the ones that you talked about in your TED Talk that I found interesting was really just the psychology of people's reaction to homeless people in the streets. And the fact that once they become homeless in our minds that we really see through them. >> Totally. >> Which I guess is a defense mechanism to some point because, when there's just so many. And you brought up that it's not the condition that they don't have a place to sleep at night, but it's really that they become disassociated with everything. >> Yeah, so I mean, you're introduction to me, if you had said hey there's this guy, there's no TED talk, there's nothing else, he's a housed person, let's hear what he has to say. Like, what would I talk... That's what we do every single day with people experiencing homelessness. We define them by their lack of one physical need. And, sure, they need it, but it presumes that's all there is to being human. Not the higher order needs of belonging, love, self-actualization. And some of the research has found that the part of the brain that activates when we see a person, compared to an inanimate object, does not respond when we see a person who's experiencing homelessness. And in one experiment in New York, they had members of a person's very own family, mom and dad, dress up to look homeless on the streets. Not a single person recognized their own member of their own family as they walked by 'em. >> Yeah, it's crazy. It's such a big problem, and there's so many kind of little steps that people are trying to do. There's people that walk around with peanut butter and jelly sandwiches that we see on social media, and there's a couple guys that walk around with scissors and a comb and just give haircuts. These little tiny bits of humanization is probably the best way to describe it makes such a difference to these people. And I was amazed, your website... 80 percent of the people that get reconnected with their family, it's a positive reconnection. That is phenomenal because I would have imagined it's much less than that. >> Every time we reconnect someone, we're blown away at the lived examples of forgiveness, reconciliation. And every reunion, every message we record from a person experiencing homelessness, we have four, five messages from families reaching out to us saying, "Hey I haven't seen "my relative in 15 years, 20 years." The average time disconnect of our clients is 20 years. >> Right, wow. >> So what I've been doing now is, once you see it like this, you walk down the street, you see someone on the streets, you're like that's someone's son or daughter. That's someone's brother or sister. It's not to say that families sometimes aren't the problem. Half of the youth in San Francisco that are homeless, LGBTQ. But it's to say that everyone's someone's somebody that we shouldn't be this disconnected as people in this age of hyper-connectivity and let's have these courageous conversations to try to bring people back in to the fold. >> Right, so I'm just curious this great talk by Jeff Bezos at Amazon talking about some of the homeless situations in Seattle and he talks, there's a lot-- >> He's a wealthy guy, right? >> He's got a few bucks, yeah, just a few bucks. But he talks about there's different kind of classes of homelessness. We tend to think of them all as the same but he talks about young families that aren't necessarily the same as people that have some serious psychological problems and you talked about the youth. So, there's these sub-segments inside the homeless situations. Where do you find in what you offer you have the most success? What is the homeless sub population that you find reconnecting them with their history, their family, their loved ones, their friends has the most benefit, the most impact? >> That's a great question. Our sweet spot right now, we've done 175 reunions. >> And how many films have you put out? >> Films in terms of recording the messages? >> Yeah, to get the 175. >> 175 reunions, we have recorded just north of about 600 messages. And not all of 'em are video messages. So, we have a hotline, 1-800-MISS-YOU. Calls that number, we gather the information over the phone, we have paper for 'em. So 600 messages recorded, about 300, 350 delivered and then half of them lead to a reunion. The sweet spot, I'd say the average time disconnected of our clients is 20 years. And the average age is 50, and they tend to be individuals isolated by their homelessness. So, these are folks for decades who have had the shame, the embarrassment, might not have the highest level of digital literacy. Maybe outside of any other service provider. Not going to the shelter every night, not working with a case worker or social worker, and we say hey, we're not tryna' push anything on ya' but do you have any family or friends you'd like to reconnect with. That opens up a sense of possibility that was kind of dormant otherwise. But then we also go at the other end of the spectrum where we have folks who are maybe in an SRO, a single room occupancy, getting on their feet through a drug rehab program and now's the point that they're sayin' "Hey, I'm stably housed, I feel good, "I don't need anything from anyone. "Now's the time to rebuild that community "and that trust from loved ones." >> Kevin, it's such a great story. You're speaking here later today. >> I think so, I believe so. >> On site for good, which is good 'cause there's so much... There's a lot of negative tech press these days. So, great for you. How do people get involved if they want to contribute time, they want to contribute money, resources? Definitely get a plug in there. >> Now, or later? Right now, yeah, let 'em know. >> No time like the present. We have 1200 volunteer digital detectives. These are people who use social media for social good. Search for the loved ones online, find them, deliver the messages. So, people can join that, they can join us for a street walk or a dinner, where they go around offering miracle messages and if they're interested they can go to our website miraclemessages.org and then sign up to get involved. And we just released these T-shirts, pretty cool. Says, "Everyone is someone's somebody." I'm not a stylish man, but I wear that shirt and people are like "That's a great shirt." I'm like, wow, and this is a volunteer shirt? Okay cool, I'm in business. >> I hope you're putting one on before your thing later tonight. >> I have maybe an image of it, I should of. >> All right Kevin, again, congratulations to you and doing good work. >> Thanks brother, I appreciate it. >> I'm sure it's super fulfilling every single time you match somebody. >> It's great, yeah, check out our videos. >> All right he's Kevin, I'm Jeff. We're going to get teary if we don't get off the air soon so I'm going to let it go from here. We're at the Palo Alto Xerox PARC. Really the head, the beginning of the innovation in a lot of ways in the computer industry. The Conference Board, thanks for hosting us here at the Innovation Master Class. Thanks for watching, we'll see you next time. (bright ambient music)

(upbeat music) >> Announcer: Live, from Nassau, in the Bahamas. It's theCUBE, covering Polycon '18, brought to you by Polymath. >> Hello everyone, welcome. We're live here in the Bahamas. This is theCUBE's exclusive coverage of the crypto-world, blockchain, bitcoin, all kinds of tokens, token economics. I'm John Furrier, with my co-host and co-founder of SiliconANGLE and theCUBE, Dave Vellante. We're here to cover the securitization of tokens, as well as all the action in the ecosystem. What's going on with token economics? What's going on in the ICO world? Who's investing in what? Who are the players? That's our job this week. We're going to get it done in two days. Our first guest to help us kick it off is Bradley Rotter. Crypto investor for five years, been in the securities, hedge funds, financing business, over the years great perspective to kick off, from an investor point of view, what's going on. Bradley, welcome to theCUBE. >> Thank you. >> Thanks for coming on. >> Thanks for being a guest analyst to help us break down what's going on, obviously, you've got a lot of investments. You've got portfolio companies, one which you wear on your shirt on Rivetz, they've done token sale around cyber security, but as an investor in general, you're long on this game. Are you long on crypto, are you doing deals? What's going on? >> I've been very long in crypto from a very early, early time, five years ago. I heard about crypto from a 15 year old, which got my interest. I had been one of the pioneers in an Aztec class that reminds a lot of bitcoin, and that was financial futures. Remember when those came out? It was controversial, people were saying, it'll never work. I was thrown out of some of the finest banks in Chicago and New York, trying to explain to those institutions how they could use financial futures to hedge interest rate risk. It kind of reminds me now of bitcoin, but you can see the tide turning now, and it's in all the headlines. >> Yeah, I mean, we, Dave and I talk all the time about this, and that is, is that, and I'll get your thoughts on this, and get your reaction. You're seeing startups, really startups, doing token raises, and ICOs, initial coin offerings, and they need to grow. They got to build their product, then there's a roadmap. Then you got the companies that are pivoting, hey, let's just reboot with crypto, and raise a bunch of cash, and hope for the best. And then you got businesses that are growing, that really are aligned with token economics, most of the investors we talk to say that's where the action is, that okay, if they're going to be startup, then go with a hedge fund, and that's more nurturing, a lot more of a classic, you know, venture, capital-backed investment, but it's the growth companies that they're looking for. >> Yes. >> Do you see it that way, too, and what's your reaction to that? >> I think the issuance of tokens as securities is going to be a pretty big deal. And it's primarily, what I'm extremely interested in is using tokenization for infrastructure, for gigantic projects. It hasn't happened, yet, but I think I have ideas on how very large projects could be tokenized, and that gives some real advantages to the individual investor. >> Dave: You mean, like, what big projects, smart cities? Give me some examples. >> Well, this is my favorite example is that someday you'll be able to buy, you'll be able to buy a three mile stretch of a toll road in Texas. And as the owner of that three mile stretch, you'll get 25 cents a car credited every minute of the cars that are going down your stretch of toll road. You see what I'm saying. If you tokenize that infrastructure, you can then, it makes it more available to individual investors, but if you tokenize it, you can borrow against your token, your shares, if you will, you could hypothecate it, borrow against it. The tax credits for your infrastructure investment, could be tied to the token itself, and vary depending on, on the need for that particular infrastructure project and I think this administration, more than any I've ever seen, you know, is going to be very open to those kinds of ideas, and I think it's transformational. >> So that is transformational, being able to address our infrastructure problems with blockchain, (laughs) right? That's your vision. >> Exactly. >> So I want to get, Dave, your reaction. You were just in the keynote. We're here at the Polycon '18, it's put on by Polymath and Grit Capital. Two Canadian organizations, but bringing kind of the world together. You were in the keynote, they're selling a security token platform, so people can raise money with security tokens, which is really good, because SEC regulation in the US, it's a lot cleaner than the utility token, and for folks who want to learn more, go to YouTube, watch some of the videos that we've done on ICO 101. But Dave, what did you see in there? And then, Bradley you're going to get your thoughts on how you see it. >> Well a couple things. One is, and now it's biased, but the consensus in that audience, was that security tokens are going to dwarf the value of utility tokens, over time. Like massive dwarfing, number one. Number two is you're seeing a real mix of companies that are tokenizing their business. New companies, companies trying to solve problems, you know, this new internet we're building out, existing companies that are looking to transform, and have a logical reason to tokenize their business, so there's a lot of diversity going on. >> Your perspective as an investor. Security tokenization as opportunity for businesses to use and raise money and use capital. I mean, you got to secure something, I mean, security token is (laughs) >> Well this market has been so hot that investors have swayed a little bit from their typical diligence, and so forth. I think they'll soon start to realize by buying these utility tokens. In many cases, there's not much utility. In fact, you know, I ask everybody I see, have you used a utility token today? No one's really using utility tokens now. And so, we've got to keep that in mind. The carts a little bit in front of the horse. Will we use them? You know, I believe so, but we're going to have to make it really easy to use. Do we need 2000 tokens? I don't think so, it's going to be complicated. >> Dave: So what do you look for as an investor? As a reasonable profile, or an attractive profile, is it equity in the company, is it a rev share, or is it the utility of the function? >> I have done both. My first utility token was a company called MaidSafe. And I heard about MaidSafe from a 14 year old bitcoin miner, I always listen to 14 year olds, also. (all laugh) This young man said, this young man had approached me after I was giving a speech on cryptocurrency. We went out for a drink, in this case Diet Coke, and he told me about this company called MaidSafe. I went home and started looking at it, I was up til 4:30 in the morning, and a week later I was climbing on a plane to Troon, Scotland to go meet the developers. What was MaidSafe, what caught my eye? MaidSafe was a distributed, decentralized, peer-to-peer, self-authenticating, self-managed network that runs on math and logic, all the data's encrypted, shard-ed, sent around to the nodes around the world, and then the map of where those shards go is then encrypted again. It's NSA-proof. >> Beautiful. Dave you brought this up the other day, and we talked about it at the pool, we did a segment on a kick off about this event. We've been talking about digital transformation, vis-a-vis some of the old guard companies, the either central authorities, and/or incumbent laggards, or leaders. This token economics is part of the digital transformation that a lot of people aren't seeing. Right, so, you know, you said you'd been kicked out of many banks, you've still got these crazy ideas that are actually the ones that might actually be the best. And we think they are. Your thoughts, Dave, as you look at, you know, the digital transformation. Oh you got to have a digital business. You need to use the power of data. Data's the new oil, you know, cloud computing. Now you got this new variable coming in, decentralized, distributed data, what's your thoughts? >> I mean, I see, you know, we talk on theCUBE, we talk about SAAS, and cloud, and mobile, and social, and big data, that's yesterday. That's yesterday's news. To me, the future is, you know, machine intelligence, it certainly starts with data, and it starts with, And crypto, launching it plays a key part of building out that next wave of technology. And I see every industry being disrupted at different paces, as a function of, maybe, the risk within that industry. You've certainly seen it publishing, media, music. You really haven't seen it yet in banking, healthcare, but these are the industries that need the most transformation. What are your thoughts, Bradley? >> Well the banks better be paying attention to this. I think, if we're right about cryptocurrency, banks will become as plentiful and as useful as Blockbuster Video stores. >> I mean, I got to tell you, in my experience, the old guard, the disruption is going to come really fast. I think, and my prediction is that, and again, this is based on my history in the computer industry, is if you look at the billion dollar ideas, they're the dumbest ideas, at first. >> Yeah (laughs) >> I mean you go down the line. Google, we don't need another search engine, we want portals. Keyword navigation, the one I did, no, who would ever pay for a link on a search result? That's the dumbest idea. Airbnb, you're going to sell out your home? That's the dumbest idea I ever heard of. The dumbest ideas actually might be the best if you look at them. And when I say dumbest, it might be ones that don't make sense. Like you mentioned that one about Scotland, that technically makes sense, I get that. But someone in the mainstream would be like, huh, what? I got to do all this stuff? It's just. So it's kind of what's going on right now, isn't it? >> And if there's any fabric that connects all of those different ecospheres that you were talking about, I think it's going to be cybersecurity is extremely important. It's not generally discussed at these kind of events, but I view this just as much as a cybersecurity play, as I do a digital currency play. And let me expand on that. The most valuable data in the world used to be in the Pentagon. No longer. Two reasons basically, one-- [John] They've been hacked (laughs) >> All the data's already gone. But, two, if you steal the plans for the next generation F-39 joint strike force fighter, good for you, there's only two buyers for that. I believe the most valuable data in the world right now is a bitcoin private key. And people are coming for them. Members of the bitcoin community are being hunted, singled out and hunted to try to get their bitcoins. It's a real distinct phenomena. >> I like that term you used, fabric, because we kind of envision this fabric emerging where you've got industries which are sort of vertical-sliced, and then you've got these horizontal technologies, whether it's cloud, security, there's a data layer, and people are building businesses on top of them, and obviously tokenizing those businesses. We talked last night a little bit, and you guys are networking guys. You understand the challenges of distributed apps, distributed database, the latency challenges. You're a little bit bearish on the market right now. Is it because of those technical challenges, is it because there's so much Bubbalicious, you know, attitude going on? What are your thoughts? >> I've been a little bit bearish on bitcoin for the very short run, and of course it's, it's been in the headlines. At year end, it was the front headline in every journal you read. The reason I've been a little bit negative is purely for a tax perspective. And these, Let me explain why, these millennials that I collect, and I keep them around me just to guide me and, and give me a glimpse of the future. Most of the people at this conference, believe that when they buy bitcoin and sell it, and buy Ethereum and sell Ethereum and buy Cardano, that those are all like kind exchanges and no tax will be due, until they ever come back into Fiat dollars. They're absolutely incorrect. Absolutely incorrect. And so-- >> So they're exposed? >> They're really exposed, that's why I believe cryptocurrencies in general, bitcoin specifically have been very weak this year and probably will remain weak until April 16th. People are getting their tax bill which is difficult to calculate with thousands of transactions, in some cases. They're getting their tax bill, and they're going to have to sell some of their crypto holdings to pay Uncle Sam. It's a US phenomena, but-- >> But it's like people who exercised their options in, you know, 2000-- >> Exactly. >> And held on to the shares and then got crushed. >> The tax liability is fixed at December 31, but now the value of their collateral has gone down. It's a problem. >> Bradley, thanks for coming on, kicking off the show with us, getting your vision on investing. Dave good to hear about the keynote. More live coverage coming here from Polycon '18. The stampede is on, this is the show around security tokens in the Bahamas, theCUBE. We'll be right back with more live coverage after this short break. (upbeat music)