>>Okay, welcome back everyone. This is the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little smaller footprint, a lot of hybrid events going on, but this is actually a physical event to his summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duct bill, a group, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island to in doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I, the cover of was it time magazine, um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relat a downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that. I think that's a good angle as cloud goes mainstream. It's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's saying kind of thing, as you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby race as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting, like better >>Have a replacement ready <laugh> in case something gonna was wrong on the track, >>Highly available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with, there are people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket chips. When those cars go like they're sitting there, we cans instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback lately? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey or Corey, and then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's huh? I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters, that sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>I guarantee we had that right now. People would call in and say, Cory, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything about how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of Google from that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU uh, sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So, you know, fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs my in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of you got E Ks. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym. You >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending into highly on the context of the conversation. They still >>Up Beanstalk or is that still around? >>Oh, they never turn anything off. They like the Antigo, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple DV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email. I'm like, couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better, so areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So, you know, Redshift, snowflake 80 is out there. So you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multi-cloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single, which >>Davey loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeymen in the, and the cloud journey, going to all the events and then the pandemic hit. Of course, we're now in the third year, who knows what it's gonna gonna end? Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pandemic, uh, from your perspective. Cause you've been in the you're in the middle of the whitewater rafting. Seeing the event you circle offline, you saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas and wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let me assure you. But it was, but it's also nice to be. >>I have some product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent, yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tight their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And also turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only encourager. It's fine. >>Kids texting you. That's fun. Again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore, uh, to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus network >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. It's great guy. Check out his blog, his site, his newsletter screaming podcast. Corey, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are it's more or less a content operation where I indulge my continual and love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming on the cube and sharing with us. Appreciate it. No, >>Thank you. Fun. >>Okay. This cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits that happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break.

More bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software and it starts with great technical founders with great products and great bottoms of emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, but Myer of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now, everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. <laugh> but remember, like right now there's also a tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely one web three. Yeah. >>But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east of Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, well, >>Let's get, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS is snowflake assassin or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data and you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of common across all successful startups and the overall adoption of technology. Um, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving growth. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this, but maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing. It's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the, and they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I have what been saying on the cube for probably about eight years now that we are gonna hit digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. You, we hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home group. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal it'll trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? Yeah. It's so it's something that people just believe to be true almost without, uh, necessarily caring >>About data. Data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. >>Oh, AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur. Right. And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, and I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it gonna it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in the new economy that we live in, really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative of because their product begins exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Speak to the user, but let me ask a question now that for the people watching, who are maybe entrepreneurial entre, preneurs, um, masterclass here in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do, do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way. And we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be the, of more likely somebody is gonna align with your vision and, and wanna invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta >>Show the >>Path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living, we'll say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. <laugh> so you, you know, you sort of have to balance the, you know, we, we know that the world is going in this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but some times it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Bel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There's three big trends that we invest in. And the they're the only things we do day in, day out one is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen, an alwa timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need you do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is run $150 billion. And it still is a fraction of what we're, >>What we're and national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters, your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cuban. Uh, absolutely not. Certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Guess be VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us. Everyone. Welcome to the cue here. Live in San Francisco. K warn you for AWS summit 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here, Justin Kobe owner, and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to mid-size businesses that are moving to the cloud, or have already moved to the cloud and really trying to understand how to best control security, compliance, all the good stuff that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas, up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by a of us. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization, but obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small mids to size business. They're all trying to understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're of like, listen, we gotta move to the cloud or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then so, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to mid-size businesses who don't have the technology talent on staff to be able to do >>That. Yeah. And they want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is not it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem. And you guys solve >>In the SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and our hardened solutions. And so, um, what we try to do with, to technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to yeah. Feel like, listen, at the end of the day, I'm gonna be spending money in one place or another, whether that's on primer in the cloud, I just want know that I'm doing that way. That helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early, not worrying about it, you got it mean most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. >>Yeah. Frog and boiling water, as we used to say, oh, it's a great analogy. So I mean, this, this is a dynamic. That's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam? You know, the 5,000 announcement or whatever. They did huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>Values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a 10 a company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back and we're the safety net. So when a customer is saying, right, I'm gonna spend a couple thousand and dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say your high profile and you're gonna potentially be more vulnerable to security attacks. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a four, >>The training alone would be insane. A risk factor. I mean the cost. Yes, absolutely opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018. When, uh, when we, he made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious, it wasn't requirement. It still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front >>Desk and she could be running the Kubernetes clusters. I >>Love it. It's >>Amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people with. And that's a cultural factor that you guys have. So, so again, this is back to my whole point out SMBs and businesses in general, small and large it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the buildout, um, uh, return factor, ROI piece. At what point in time as an owner, SMB, do I get to ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. >>This is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, >>That's, that's what, at least a million in loading, if not three or more Just to get that app going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side. No. And they remind AI and ML. >>That's right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>So like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like it, >>But that's so true. I mean, when I think about how, if I was a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. It's something that we talk about every, with every one of our small to mid-size >>Businesses. So just, I want get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduced other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. Yeah. I came in, I did an internship for six months and I loved it. I learned more in those six months than I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2000 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner. But if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy the business with me. >>And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like, if we're own, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015 and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the BI cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us. And we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business to migrate completely to the cloud is as infrastructure was considered, that just didn't happen as often. Um, what we were seeing where the, a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plugin for the company. Awesome. >>So, uh, there's no question. Every customer is looking migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating into the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customer is not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so they can modernize. So >>Like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable win that's right. Seeing the value and ING down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate >>It. Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break >>Live on the floor in San Francisco for Aus summit. I'm John for host of the cube here for the next two days, getting all the actual back in person we're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be here. >>So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to be back through events. It's >>Amazing. This is the first, uh, summit I've been to, to in what two, three >>Years. That's awesome. We'll be at the, uh, a AWS summit in New York as well. A lot of developers and the big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, he's got cloud native. So the, the game is pretty much laid out. Mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's >>Right. Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions. The at our around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running or FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam slaps in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listens to the customer. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. >>It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data in is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always use the riff on the cube, uh, cause it's basically Amazon in a box, pushed in the data center, running native, all this stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard. Deepak syncs group is doing some amazing work with opensource Raul's team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my datas center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone now happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware can go deploy EKS anywhere in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative. Does that get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is that they don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on what's making them money as a business. They wanna focus on their applications. They wanna focus on their customers. So they look towards AWS cloud and a AWS. You take the infrastructure, you take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it >>Works? Right. And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy fin in the Caribbean, we're gonna talk about hurricanes. And we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data and you have applications that are tapping into that, that requirement. It makes total sense. We're seeing that across the board. So it's not like it's a, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on >>It's interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, project going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain just for like smart contracts, for instance, or certain transactions. And they go to Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service. Well, what happened to decentralized? >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a, I also want all the benefit of the cloud. So I want the modern, and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. >>Yeah. Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment that, that manufacturing plant can be hooked up, they don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with a regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Inside of that manufacturing plant, we can do pre-procesing on things coming out of the robotics, depending on what we're manufacturing. Right. And then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data, data lake, or whatever, >>To the data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just time manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yeah. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Right. And then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are, and we have more and more people that, that want to talk less about databases and want to talk about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data. Uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes co as we call it in our last showcase, we did a whole whole an event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are running petabyte level. Um, they're, they're essentially data factories on, on, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you about your personal background on premise architect, Aus cloud, and skydiving instructor. How does that all work together? What tell, what does this mean? >>Yeah. Uh, I, >>You jumped out a plane and got a job. You got a customer to jump >>Out kind of. So I was, you jumped out. I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and how his customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, I started in the first day there, we had a, and, uh, EC two had just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to premises. >>So it's such a great story. You know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people, right. Yeah. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting stuff like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here, lot in San Francisco for AWS summit, I'm John for your host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look at this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube, a summit 2022. We're back in person. I'm John furry host of the cube. We'll be at the, a us summit in New York city this summer, check us out then. But right now, two days in San Francisco getting all coverage, what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, Pam. Cool. How are you? Good. >>How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah so give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me. We're back to be business with you never while after. Great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like nor west Menlo, true ventures, coast, lo ventures, Ram Shera, and all those people, all known guys that Antibe chime Paul Mayard web. So a whole bunch of operating people and, uh, Silicon valley vs are involved. >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? Well, >>I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh>, >>You know, >>You >>Get, the comment is fun to talk to you though. >>You get the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud out scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on our $2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded observability there's 10 million observability companies. Data is the key. This is what's your angle on this. What's your take. Yeah, >>No, look, I think I'll give you the view that I see, right? I, from my side, obviously data is very clear. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA NA is a new buzzword and using the AI for customer service, it operations. You talk about observability. I call it AI ops, applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI service desk. What needs to be helped desk with ServiceNow BMC <inaudible> you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, or is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. >>It's a feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be a, in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kind having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle and it was software was action. Now you have all kinds of workflows abstractions everywhere. Right? So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become all polyglot databases. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area, like, as you were talking about, it should be part of ServiceNow. It should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies could cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also will have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you got the expo hall. You got, um, we're back to vents, but you got, you know, am Clume Ove, uh, Dynatrace data dog, innovative all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later today. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders, how Amazon created the startups 15 years back, everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're gonna build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's the next level of <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis of a couple months ago called castles in the cloud where your Mo is what you do in the cloud. Not necessarily in, in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage, and guys, Charles Fitzgerald out there who we like was kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Now. They say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. It >>Is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake so I can build it on snowflake. I can use them for data layer if I really need to size build it on force.com Salesforce. Yeah. Right. So I think that's where you'll see. So >>Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think they had Redshift. Amazon has got Redshift. Um, but Snowflake's a big customer in the, they're probably paying AWS, I think big bills too. So >>Joe on very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-optation will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouses or data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that it comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose, your, you that's right with some sort of internal hack. Uh, but I think, I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and do the people shopping up their knives, it gets more competitive or is it just an infinite growth? So >>I think it's growth. You call it cloud scale, you invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go >>Made. I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the more market, feel free to text me or DMing. The next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products, cuz you know, the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't get your thoughts on that? What, >>No, it is. If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO or line of business, it's gone. Yeah. Can it go more? I think it can in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure is code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution. We will go future towards predict to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service desk. Customers are give the data, share the data because we thought the data algorithms are useless. I can them, but I gotta train them, modify them, tweak them, make them >>Better, >>Make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know, >>Look at, look how much data Rick has grown. >>It is. They doubled the >>Key cloud air kinda went private. So good stuff, man. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk McAfee, uh, grand to so all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict is one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. >>Great stuff, man. Great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of Aish summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with bill group. He's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit hosting, but they don't know how to do it. Like they're not >>Doing it right? So there's something opportunity there. It's like here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island, do begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enter prize technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's of all the Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I'm the cover of was it time met magazine? Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. <laugh> either way, sounds like more exciting. Like I better >>Have a replacement ready <laugh> I, in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in east sports with other people in pure simulation of the race car. You gotta get the latest and videographic card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do >>That. We should do that. Actually. I think you're people would call in, oh, >>I, I think >>I guarantee we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the >>Customer. You know, I always joke with Dave Alane about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of gots. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym you >>Gets is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, they >>Shook up bean stock or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple BV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm I couldn't figure out. Why can you just like roll it over? Why, why are you telling me? Just like, give me something else. All right. Okay. So let me talk about, uh, the other things I want to ask you, is that like, okay. So as Amazon better in some areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So Redshift, snowflake data breach is out there. So you got this co-op petition. Yes. How's that going? And what do you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with, and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multicloud. Cause obviously the other cloud shows are coming up. Amazon hated that word multicloud. Um, a lot of people though saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Cloudant loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about my multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on, but my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah, course. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeyman and the, and the cloud journey going to all the events and then the pandemic hit. We now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing or just big changes you've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck build group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smelled delightful. Let me assure you. But it was, but it's also nice to be. >>I have a product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent. Yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentation have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And you turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only entire sure. It's >>Fine. My kids text. Yeah, it's fine. Again, that's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you or I want to put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in pan or Singapore, uh, to access them. And now they're in the index, they're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus and >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And, and I Amazon's case different service teams all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here at Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. His great guy, check out his blog, his site, his newsletter screaming podcast. Corey, final question for, uh, what are you here doing? What's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck bill group. We solved one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I in my continual and ongoing love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No >>Thank you button. >>You. Okay. This the cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS two great guests here from the APN global APN Sege chef Jenko and Jeff Grimes partner lead Jeff and Sege is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS. We'll start >>Program. That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, >>Of course. >>Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously we're in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. A lot of 'em getting funded, big growth and cloud big growth and data secure hot in all sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to pro vibe white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support. Dedicat at headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, AWS startup, AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall effort for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, you got a >>Lot. We've got a lot. >>There's a lot. I gotta, I gotta ask a tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it for what do I get out of it? What's >>A story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company, right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here a lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. So, um, I think what's been fun over the years for me personally, I came from a startup brand sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise is sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. But still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters. Right. Where ever everyone's going after similar things. >>Yeah. And I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, you guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake that built on top of AWS. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's all the foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps competencies, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching, certainly I asked this a lot. There's a lot of companies startups out there who makes the cut, is there a criteria cut? It's not like it's sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How, how do you guys focus? How do you guys focus? I mean, you got a good question, you know, thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the ISVs that we look after are infrastructure ISVs. That's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really, we're trying to find these ISVs that can solve, uh, really interesting AWS customer. >>You guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line, business line business, like web >>Marketing, business apps, >>Owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage back up ransomware kind of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startups that we cover is that they've got, they truly have support from a build market sell perspective, right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can wish that sock report, oh, download it on the console, which we use all the time. <laugh> exactly. But security's a big deal. I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. Um, I, I can see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or that not part of, uh, uh, >>Yeah, >>So the partner development manager can be an escalation for absolutely. Think of that. 'em as an extension of your business inside of AWS. >>Great. And you guys, how is that partner managers, uh, measure >>On those three pillars? Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's very, >>I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top line. >>Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the star ups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. The challenge is they just might not have the brand recognition. The, at the big guys have mm-hmm <affirmative>. And so that's, our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF. And then outside of SF, you guys have a global pro, have you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here. That's doing, uh, a AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with a AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously see a ton of partners from the bay area that we support. Um, but we're seeing a lot of really interesting technology come out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy and real quick before you get into surge. It's interesting. The VC market in, in Europe is hot. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. Let's see if they crash, you know, but we don't see that happening. I mean, people have been predicting a crash now in, in the startup ecosystem for least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the demo because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Celski both say the same thing during the pandemic. Necessity's the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of what me through. Pretend me, I'm a start up. Hey, I'm on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Search? What, what do >>I do? That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement? Where do they want to go at the end of the day? Um, and oftentimes because we've worked with, so how many successful startups that have come out of our program, we have, um, either through intuition or a playbook determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time. Yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love startups here in the cube because one, um, they have good stories, they're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they, they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startups. Showcases startups.com. Check out AWS startups.com and she got the showcase. So is, uh, final word. I'll give you guys the last word. What's the bottom line bumper sticker for AP globe. The global APN program summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally. We'll start >>With you. Yeah. I think the AWS global startup programs here to help companies truly accelerate their business full stop. Right. And that's what we're here for. Love it. >>It's a good way to, it's a good way to put it. Dato yeah. >>All right. Thanks for coming out. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of realities here, open source and cloud. I'll making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for >>Watching Cisco, John. >>Hello and welcome back to the Cube's live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city coming up this summer will be there as well. Events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net. Check it out a lot of content this year more than ever a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability, Jeremy. Great to see you. Thanks. >>Coming on. Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability Smith hot area, but also you've been a senior executive president of Dell EMC. Um, 11 years ago you had a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here, you predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for sort of catching that bus early, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply snowflake, obviously you involved, uh, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applications. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflakes is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think right in more software than, than ever before are why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now, back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data. And the, you know, there's sort of the transactions, you know, what you bought today are something like that. But then there's what we do, which is all the telemetry, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then why not? Where did they drop off all of that? They wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code one of the insights that we got out of that, and I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some queries, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data, cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and yeah, >>Yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you have enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that. Yeah, it is about the data. You know, if I can better understand my data better than my competitor, then I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. >>So let's talk about observing you the CEO of, okay. Given you've seen the ways before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of something from years gone by. >>Um, there's a guy called, um, Rudy Coleman in 1960s coiner term and, and, and the term was being able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of four years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. Um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike and our board. And, um, you know, part of the observed story is closely knit with snowflake all of that time with your data, you know, we, we store in there. >>So I want to get, uh, yeah. Pivot to that. Mike SP snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became. Yeah. Snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it, castles in the cloud where there are moats in the cloud. So you're close to it. I know you, you're doing some stuff with snowflake. So as a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? I mean, >>Having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, 20 years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operating system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah, >>It's okay. Columbia, but hyperscale. Yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generated data, but machine generated data in the world of cloud. And I think they they've done an amazing job are doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy, >>Happy. So you're building on top of snowflake, >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You're >>Still on the board. >>Yeah. I'm still on the board. Yeah. That's a risk I'm prepared to take. I am more on snowing. >>It sounds well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No, yeah. Serious one. But the, this is a real dynamic. It is. It's not a one off its >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is in order of magnitude, more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. It's an order of magnitude more than it was for the Oracle and the SAPs of the old world. >>Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite easy >>Or be the platform, but it's hard. There's only like how seats were at that table left >>Well value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, rack space and there's 1,000,001 infrastructure, a service platform as a service. My, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. Don't hear so much about it these days, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters within if the provision, the CapEx. Yeah. Now the CapEx is in the cloud. Then you build on, on top of that, you got snowflake. Now you got on top of that. >>The assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's almost free, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get >>Into. And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a series us multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me, uh, like, look you build in on snowflake. Um, you, you know, you, you, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying their money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well and observe, but then I've got half the development team working on something that will never be as good as snowflake. And so we made the call early on that. No, no, we, we want a eight above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's obviously a more on snowflake. I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS. >>Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of >>Ecosystems. Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New product, you're scaling a step function with them. >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is inve >>You know, well, Jeremy great conversation. Thanks for sharing your insights on the industry. Uh, we got a couple minutes left, um, put a plug in for observe. What do you guys know? You got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting in traction. >>Yeah. Yeah. Scales >>Around the corner. Sounds like, are you, is that where you are scale? >>We've got a big that that's when coming up in two or three weeks, we've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies that run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, but it's gonna be exciting. And, and like I said, so hill continue to, to, >>I think capital one's a big snowflake customer as well. Right. >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. And, and today that, that is one of Snowflake's biggest accounts, >>Capital, one, very innovative cloud, obviously Atos customer, and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, >>Right? >>So you got POCs, what's that trajectory look like? Can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit this straight and narrow and, and gas it fast. >>Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage. His questions that the board are always about, like is the product, right? Is the product right? Is the product right? Have you got the product right? And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we we're, we're adding all the tracing visualizations. So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us this year is a big one, cuz we sort of complete the trifecta, you know, the, the >>Logs, what's the secret sauce observe. What if you had the, put it into a, a, a sentence what's the secret sauce? >>I, I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors and, and the biggest thing our investors give is it actually, it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. While I got you here, you've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their, this restructure. So, so a lot of happening in cloud, what's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out a way to take their business to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B it prepared to take risks and it's, it's a race against time to you'll get their, their offerings in this, a new digital footprint. >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. Yeah, >>Better. It's an amazing story. I mean, you know, we're, we're on AWS as well. And so I, I think if they keep nurturing the builders and the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late nineties, it was, they stopped, uh, really caring about developers in the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing headstart and if they did more, you know, if they do more than that, that's, what's gonna keep this juggernaut rolling for many years to come. >>Yeah. They got the Silicon and got the stack. They're developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great startup. Thanks for coming on the cube. Always a pleasure. Okay. Live from San Francisco. It's to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers are the bay air at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics, AI. They all coming together. Lots of coverage stay with us today. We've got a great guest from Bel VC. John founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, man. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over decade. Um, >>It's been at least 10 years, >>At least 10 years more. And we don't wanna actually go back as bring back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in a second. We, >>We are, it's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in cube con. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software to take an old something old and make it better new, faster. So tell us about Bel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you, I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You're super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is, is all companies there's no, I mean, consumer is enterprise now. Everything is what was once a niche, not, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, well, >>MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are of may, maybe students of his stream have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely web >>Three. Yeah. But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case and maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30 a year. So it it's a, it's a just incredibly fast >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Lutman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, hire a direct sales force and sass kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, and they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all six of startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement may be started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the offic and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie Revolut, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one of group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on like, well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source. One example of that religion. Some people say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean, >>The data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the first. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it's gonna, it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy, that're, we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their product begin for exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with for right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Exactly. Speak to the user. But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think will become, right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna to align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the, the latest trends because it's over before you even get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens ins six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Tebel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There there's three big trends that we invest in. And then the, the only things we do day in day out one is the explosion at open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen an alwa timeline happening forever, but it is, it is accelerating faster than we've ever seen. So I, I think it's its one big mass of wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole like economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're and even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say you gotta love your firm. Love who you're doing. We're big supporters of your mission. Congrat is on your entrepreneurial venture. And uh, we'll be, we'll be talking and maybe see a Cuban. Uh, >>Absolutely >>Not. Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Des bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California, after the short break, stay with us. Hey everyone. Welcome to the cue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here. Justin Colby, owner and CEO of innovative solutions they booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. Yeah. >><laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving to the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is. But now we have offices down in Austin, Texas up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? Yeah. >>It's a great question. Every CEO I talk to, that's a small to mid-size business. I'll try and understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the out or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>The SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has additional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start the, on your journey in one way, and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early and not worrying about it, you got it. I mean, most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say so, oh, it's a great analogy. So I mean this, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talk to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam, you know, five, a thousand announcement or whatever they did with huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just product. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>The values. >>Our mission is, is very simple. We want to help every small to mid-size business, leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the pro of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning know that we have their back and we're the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going on loan. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own, it would cost 'em a fortune. If >>It's training alone would be insane. A risk factor not mean the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I >>Love it. It's amazing. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get the right >>People involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and BIS is in general, small and large. It staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the why? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side now. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>Like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like >>It, >>But that's so true. I mean, when I think about how, if I were a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we tell, talk about every, with every one of our small to mid-size >>Businesses. So just, I wanna get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy into the business with me. >>And they were the owners, no outside capital, none >>Zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons, they all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an early now process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting going all in on the cloud was important for us and we haven't looked back. >>And at that time the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly. And those kinds of big enterprises, the GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to mid-size business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing where a lot of our small to mid-size as customers, they wanted to leverage cloud-based backup or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is it the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strap and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and Ling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. >>Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break, >>Live on the floor and see San Francisco for a AWS summit. I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at a AWS reinvent a few months ago. Now we're back. Events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube. Check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be >>Here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the UHS summit in New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give an example, uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, it's interesting, Matthew is that we've been covering a, since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam's in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listen to the customers. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does computing. It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue at the edge what's driving the behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see that the data at the edge, you got 5g having. So it's pretty obvious, but there's a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation where today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube cause it's basically Amazon and a box pushed in the data center, running native, all the stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard Deepak syncs. Group's doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW, he was giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outposts. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere or in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative as that you get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are, they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They want on their applications. They want to focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping of these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we talk about hurricanes and we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where you now have data and you have applications that are tapping into that, that required. It makes total sense. We're seeing that across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming a, uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart concept. We use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decentralized. >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my ad. And I also want all the benefit of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercial available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-procesing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard for >>Data, data lake, or whatever, to >>The data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data, unless you have to, um, those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? This is a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud out? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe maybe decision can wait. Right? Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot too, doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And >>Well, I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern was income of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes code, as we call it our lab showcase, we did a whole, whole, that event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are run petabyte level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background on premise architect, a cloud and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You, you got a customer to jump out >>Kind of. So I was jump, I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Yeah. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his cus customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods teaching scout. I think I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started in the first day there, uh, we had a, a discussion, uh, EC two, just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that and through being an on premises migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to >>It's. So it's such a great story, you know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early day was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, um, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days, AWS, the same feeling we have when we >>It's pretty much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live and San Francisco for summit. I'm John Forry host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. look@thiscalendarforallthecubeactionatthecube.net. We'll be right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host to the cube. We'll be at the eight of his summit in New York city. This summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dudes, car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, sir. Chris. Cool. How are, are you >>Good? How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me back to be business with you. Never great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like Norwes Menlo, Tru ventures, coast, lo ventures, Ram Sheam and all those people, all well known guys. The Andy Beckel chime, Paul Mo uh, main web. So a whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it come? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? >>Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a GE, you're like a guest analyst. <laugh> >>You know who you >>Get to call this fun to talk. You though, >>You got the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about on cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing DACA just raised a hundred million on a 2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 million observability companies. Data is the key. What's your angle on this? What's your take. Yeah, >>No, look, I think I'll give you the view that I see right from my side. Obviously data is very clear. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud NA it'll be called AI, NA AI native is a new buzzword and using the AI customer service it operations. You talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and service desk. What needs to be helped us with ServiceNow BMC G you see a new ELA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflow, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with a AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI pass? One will be at their event this summer? Um, is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. It's >>A feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company, or, but that automation should be embedded in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it. It was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all, all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become called poly databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you were talking about. It should be part of service. Now it should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you've got the expo hall. We got, um, we're back to vents, but you got, you know, AMD, Clum, Ove, uh, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Bel later today. He's a former NEA guy and we always talk to Jerry, Jen. We know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation, clouds bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically data is everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're going to build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's in the of, <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of shit on us saying, Hey, you guys terrible, they didn't get it. Like, yeah. I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> if he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake. So can build it on snowflake. I can use them for data layer. If I really need to size, I'll build it on four.com Salesforce. So I think that's where you'll see. So >>Basically if you're an entrepreneur, the north star in terms of the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. >>Yeah. Yeah. How are, how is Amazon and the clouds dealing with these big whales? The snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got red, um, but Snowflake's a big customer. They're probably paying AWS think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouse as a data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, You know, foreclose your value that's right. But some sort of internal hack, but I think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point. When does the rising tide stop >>And >>Do the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it cloud scale. You invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's, as long as there are more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers or practitioners, not suppliers to the market, feel free to, to XME or DMing. Next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and, you know, small, medium, large, and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or a growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't we get your thoughts on that? What, no, it is. >>If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO line business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there, um, and gives back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself? No, I have a lot of thoughts that plus I see AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution will go future towards to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers are give the data, share the data because we thought the data algorithms are useless. I can come the best algorithm, but I gotta train them, modify them, tweak them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to our big data days back in 2009, you know, >>Look at, look how much data bricks has grown. >>It is uh, double, the key >>Cloud kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk, Mac of fee, uh, grandchildren, all the top customers. Um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict S one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of 80 summit, 2022. And we're gonna be at 80 summit in San, uh, in New York and the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This to cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back a little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove, psyched to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube, a lot of hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duck, bill groove, he founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. Something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. This >>Shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on the other side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise tech, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth of cloud native Amazons, all, all the Adams let see new CEO, Andy move on to be the chief of all. Amazon just saw him. The cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything these folks do. They they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. It's, it's sprawling, immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations, seeing a lot of that going on, Amazon's trying to port and he was trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting >>Replacement ready <laugh> in case something goes wrong. I, the track highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other, in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's back any blow back late there been uptick. What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>Chief, we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't, >>We have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting, they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service, ridiculous name. They have systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's >>Fun. What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, Redshift the on an acronym, you >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation. >>They still up bean stalk. Or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it. John three <laugh>. >>Okay. >>Simple BV still haunts our dreams. >>I, I actually got an email. I saw one of my, uh, servers, all these C two S were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay. So as Amazon gets better in some areas, where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So Redshift, snowflake database is, so you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want and they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word, like multi sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single points? >>Dave loves that term. Yeah. >>Yeah. You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, talk about other clouds, bad direction to go in from a market cap perspective, it doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing, because it solves problems. That's when I shut up and listen. Yeah. >>Cool. Awesome. Corey, I gotta ask you a question, cause I know you, we you've been, you know, fellow journeymen and the, and the cloud journey going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You got a pretty big community growing and it's throwing like crazy. What's the weirdest or coolest thing, or just big chain angels. You've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating. You're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, fun, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is even distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let make assure you, but it was, but it's also nice to be. >>I have a product for you if you want, you know. >>Oh, excellent. I look forward to it. What is it putting? Why not? <laugh> >>What else have you seen? So when accessibility for talent, which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. >>Yeah. And also turn off your IMEs too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. >>Why not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't. No, the only encourager it's fine. >>My kids. Excellent. Yeah. That's fun again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Tell me a story there. >>I, I >>Think that gets a glimpse in a hook and >>Makes more, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did it thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they called for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content, >>Absolutely >>Content value plus >>The networking. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up in the beginnings. Great guy. Check out his blog, his site, his newsletter screaming podcast. Cory, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I indulge my continual and ongoing law of affair with the sound of my own voice. >><laugh> and you good. It's good content. It's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No, thank you. Fun. You. Okay. This the cube covers here in San Francisco, California, the cube is back at to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John furry. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS. The two great guests here from the APN global APN se Jenko and Jeff Grimes partner leader, Jeff and se is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS global startup program. >>That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, of course. Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously were in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. Lot of 'em getting funded, big growth and cloud big growth and data security, hot and sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to provide white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support, dedicated headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, start AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall F for, for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, I got >>A lot. We've got a lot. >>There's a lot. I gotta, I gotta ask the tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it. What do I get out of it? What's >>A good story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company. Yeah. Right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. Sure. So, um, I think what's been fun over the years for me personally, I came from a startup, ran sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired, and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. Yeah. Still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters right. Where everyone's going after similar things. >>Yeah. I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, yeah. You guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake, they're built on top of AWS. Yeah. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's called a foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps compet, the, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching. Certainly I asked this a lot. There's a lot of companies startups out there who makes the, is there a criteria? Oh God, it's not like his sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How do you guys focus? How do you guys focus? I mean, you got a good question, you know, a thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the fees that we look after our infrastructure ISVs, that's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really we're trying to find these ISVs that can solve, uh, really interesting AWS customer challenges. >>So you guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line of business line, like web marketing >>Solutions, business apps, >>Business, this owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage, backup, ransomware of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startup that we cover is that they've got, they truly have support from a build market sell perspective. Right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can we waste that sock report? Oh, download it, the console, which we use all the time. Exactly. But security's a big deal. I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. Um, I, I could see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or not, not part of a, uh, >>Yeah, >>So the partner development manager can be an escalation point. Absolutely. Think of them as an extension of your business inside of AWS. >>Great. And you guys how's that partner managers, uh, measure >>On those three pillars. Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's >>Very important. I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top >>Line. Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the startups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. Mm-hmm <affirmative> the challenge is they just might not have the brand recognition that the big guys have. And so that it's our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF and then outside SF, you guys have a global program, you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here that's doing, uh, AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously a ton of partners, I, from the bay area that we support. Um, but we're seeing a lot of really interesting technology coming out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy real quick, before you get in the surge. It's interesting. The VC market in, in Europe is hot. Yeah. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. We'll see if they crash, you know, but we don't see that happening. I mean, people have been projecting a crash now in, in the startup ecosystem for at least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the pandemic because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Leski both say the same thing during the pandemic necessity, the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of walk me through, pretend me I'm a startup. Hey, I am on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Surge? What, what do I do? >>That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement and where do they want to go at the end of the day? Um, and oftentimes because we've worked with so many successful startups, they have come out of our program. We have, um, either through intuition or a playbook, determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love star rights here in the cube because one, um, they have good stories. They're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startup showcases startups.com. Check out AWS startups.com and you got the showcases, uh, final. We I'll give you guys the last word. What's the bottom line bumper sticker for AP the global APN program. Summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally start >>With you. Yeah. I think the AWS global startup program's here to help companies truly accelerate their business full stop. Right. And that's what we're here for. I love it. >>It's a good way to, it's a good way to put it Dito. >>Yeah. All right, sir. Thanks for coming on. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of the realities here. Open source and cloud all making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for watching >>John. >>Hello and welcome back to the cubes live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city. Coming up this summer, we'll be there as well at events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net, check it out a lot of content this year, more than ever, a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability Jeremy. Great to see you. Thanks >>Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability hot area, but also you've been a senior executive president of Dell, uh, EMC, uh, 11 years ago you had a, a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here. You predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for, for sort of catching that bus out, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply. Snowflake obviously are involved, uh, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applic. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflake is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think riding more software than, than ever fall. Why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data and the, you know, the sort of the transactions, you know, what you bought today or something like that. But then there's what we do, which is all the telemetry data, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then I not, where did they drop off all of that they wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code. One of the insights that we got out of that I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some query, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and >>Yeah, yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you, of enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I, I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that yeah, it is about the data. You know, if I can better understand my data better than my competitor than I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. So >>Let's talk about observing you the CEO of, okay. Given you've seen the wave before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of, of something from years gone by. >>But, um, there's a guy called, um, Rudy Coleman in 1960s, kinder term. And, and, and the term was been able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of the all years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. <affirmative> um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike on our board. And, um, you know, part of the observed story yeah. Is closely knit with snowflake because all of that time data know we, we still are in there. >>So I want to get, uh, >>Yeah. >>Pivot to that. Mike Pfizer, snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it castles in the cloud where there are moats in the cloud. So you're close to it. I know you're doing some stuff with snowflake. So a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? >>I mean, having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, to many years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operator and system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah. It's >>Okay. But hyperscale, yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generator data, but machine generated data in the world of cloud. And I think they they've done an amazing job doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snow snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy. >>So you're building on top of snowflake. >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You >>Still on the board. >>Yeah. I'm still on the board. Yeah. That that's a risk I'm prepared to take <laugh> I am long on snowflake you, >>Well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No know just doing, but the, this is a real dynamic. It is. It's not a one off it's. >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is an order of magnitude more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I believe the opportunity for folks like snowflake and folks like observe it's an order of magnitude more than it was for the Oracle and the SAPs of the old >>World. Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite >>Easy or be the platform, but it's hard. There's only like how many seats are at that table left. >>Well, value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, Rackspace and there's 1,000,001 infrastructure, a service platform as a service, my, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. You don't hear so much about it, these, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters. Cause then if the provision, the CapEx, now the CapEx is in the cloud. Then you build on top of that, you got snowflake you on top of that, the >>Assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's >>Almost free, >>But, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get into. >>And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a serious, multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me like, look, you're building on snowflake. Um, you, you know, you are, you are, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying them money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well in observe, but then I've got half the development team working on in that will never be as good as snowflake. And so we made the call early on that. No, no, we, we wanna innovate above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's actually more on snowflake. I I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS >>One and for snowflake and, and any platform provider, it's a beautiful thing. You know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of ecosystems. >>Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New products. You're scaling that function with the, >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is invaluable, >>You know, but Jeremy Greek conversation, thanks for sharing your insights on the industry. Uh, we got a couple minutes left. Um, put a plug in for observe. What do you guys, I know you got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting traction. Yeah. >>Yeah. >>Scales around the corner. Sounds like, are you, is that where you are scale? >>Got, we've got a big announcement coming up in two or weeks. We've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, uh, but it's gonna be exciting. And, and like I saids hill continued to, to, to stick, >>I think capital one's a big snowflake customer as well. Right. They, >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. Yeah. And, and today that, that is one of Snowflake's biggest accounts. >>So capital one, very innovative cloud, obviously AIOS customer and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, right? So you got POCs, what's that trick GE look like, can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit the straight and narrow and, and gas it >>Fast. Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage is questions that the board are always about, like, is the product, right? Is the product right? Is the product right? If you got the product right. And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we were, we're adding all the tracing visualizations. So people will be able to the kind of things that back in the day you could do with the new lakes and, and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us, this year's a big one, cuz we sort of complete the trifecta, you know, the, the logs, >>What's the secret sauce observe. What if you had the, put it into a, a sentence what's the secret sauce? I, >>I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors. And, and the biggest thing our investors give is actually it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. Why I got you here? You've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their business restructure. So a lot happening in cloud. What's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out out a way to take their, this to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B prepared to take risks and it's, it's a race against time to, you know, get their, their offerings in this. So a new digital footprint, >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10. Uh, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. >>Yeah. They're, they're, it's an amazing story. I mean, you know, we we're, we're on AWS as well. And so I, I think if they keep nurturing the builders in the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late it was, they stopped, uh, really caring about developers and the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing head start and if they did more, you know, if they do more than that, that's, what's gonna keep the jut rolling for many years to come. Yeah, >>They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great start. Thanks for coming on the cube. >>Always a pleasure. >>Okay. Live from San Francisco to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers of the bay area at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage stay with us today. We've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >><affirmative>, it's been at least 10 years now, >>At least 10 years more. And we don't wanna actually go back as frees back, uh, the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>Second. We, we are, it's a little bit of a throwback to the path though, in my opinion, >><laugh>, it's all the same. It's all distributed computing and software. We ran each other in cube con you're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software is take old something old and make it better, new, faster. <laugh>. So tell us about Deibel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called, I am logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of our companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start enter price software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting in an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops down. But, you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early opts. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great and emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies. The is no, I mean, consumer is enterprise. Now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, and, >>And I think all of us here that are, uh, maybe students of history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three movement. >>The hype is definitely that three. >>Yeah. But, but >>You know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many men over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant, but it's also the hype of like the web three, for instance. But you know, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher direct sales force and SAS kind of crushed the, at now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. You know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. You >>Just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were, are contributors, you know, contributors, we're users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a GenXer technically, so for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been staying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>It's the main for days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean >>The decision making, let me ask you this next question. As a VC. Now you look at pitch, well, you've made a VC for many years, but you also have the founder, uh, entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So fing, so you make, it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. You, I still think that that's important, right? It still is a human need for people to believe in narratives and stories. But having said that you're right, the proof is in the pudding, right? At some point you click download and you try the product and it does what it says it it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy that we live in, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song was the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the, you know, it's gotta speak to >>The, speak to the user, but let me ask a question now that the people watching who are maybe entrepreneurial entrepreneur, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage, engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I >>Show >>The path. I think the single most important thing for any founder and VC relationship is that they have the same vision, uh, have the same vision. You can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years is sometimes like 16 years. >>Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen and on what timeline happening >>Forever. >>But it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a, a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is under invested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion. And it still is a fraction of what we're, what >>We're and security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cub gone. Uh, >>Absolutely. >>Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for having me on >>The show. Guess bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After the short break, stay with us. Everyone. Welcome to the queue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with the events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube got a great guest here. Justin Coby owner and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us a story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas up in Toronto, uh, key Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago and it's been a great ride. It >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small to midsize business. They're trying to understand how to leverage technology. It better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech ISNT really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the cloud or we move some things to cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strateg, always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want get set up. But then the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>In the SMB space? The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. >>Good. How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I, there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning the projects that early and not worrying about it, you got it. I mean, most people don't abandon cause like, oh, I own it. >>Exactly. And >>They get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say. So, oh, it's a great analogy. So I mean, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you, I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did am jazzy announce or Adam, you know, the 5,000 announcement or whatever. They do huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are, >>What's the values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, or it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back Andre or the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner, that's all offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a fortune. If >>Training alone would be insane, a factor and the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement and still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I love it. It's amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and businesses in general, small en large, it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cybersecurity issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one and the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about. So that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side though. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And, and the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll >>Do all that >>Exactly. In it department. >>Exactly. >>Like, can we just call up, uh, you know, <laugh> our old vendor. That's >>Right. <laugh> right. Our old vendor. I like it, but that's so true. I mean, when I think about how, if I was a business owner, starting a business to today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we talk about every, with every one of our small to midsize business. >>So just, I want to get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at R I T long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that we're gonna also buy the business with >>Me. And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they care very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us and we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The game don't, won't say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing were a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud and a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on eight at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers, empathetic to where they are in their journey. And >>That's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and doubling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. Thank >>You very much for having >>Me. Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching with back with more great coverage for two days after this short break >>Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube, bringing all the action. Also virtual, we have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticketing off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad >>To be here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the, uh, New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the, the game is pretty much laid out. Mm. And the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud out for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and then became the CEO. Now Adam Slosky is in charge, but the edge has always been that thing they've been trying to, I don't wanna say, trying to avoid, of course, Amazon would listen to customers. They work backwards from the customers. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. It >>Does. >>That's not central lies in the public cloud. Now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the <affirmative> what's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over fit 15 AWS edge services, and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube, uh, cuz it's basically Amazon in a box, pushed in the data center, uh, running native, all the stuff, but now cloud native operations are kind of become standard. You're starting to see some standard Deepak sings group is doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see low the zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I wanna manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere in your VMware environment and it's increasing the speed of adoption >>For sure. So you guys are making a lot of good business decisions around managed cloud service. Innovative does that. You have the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their available ability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They wanna focus on their applications. They want focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. We help build out these things in local data centers for 32 plus year old company, we have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. >>So basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we're gonna talk about hurricanes and gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data, you have applications that are tapping into that, that requirement. It makes total sense. We're seeing across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, in the islands. There are a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto underly parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a tech technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. And I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead. It's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decent centralized. >>Yeah. And that's, and that's the conversation performance. >>Yeah. >>And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through a, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a and I also want all the benefits of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the good this of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-processing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take the, those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data lake or whatever, >>To the data lake. Yeah. Data Lakehouse, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but I'll lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going of the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you, what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacture, industrial, whatever the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture in the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about out. Customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year is that throwing away data's bad, even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retraining their machine learning algorithms. Yep. So as data becomes code, as we call it in our last showcase, we did a whole whole event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw it away. It's not just business better. Yeah. There's all kinds of new scale. >>There are. And, and we have, uh, many customers that are running pay Toby level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move Aytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background, OnPrem architect, Aus cloud, and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You got a customer to jump out >>Kind of. So I was, you jumped out. I was teaching having, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a sky. I instructor, uh, I was teaching skydiving and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his customers are working. And he can't find an enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started and the first day there, uh, we had a, a discussion, uh, EC two had just come out <laugh> and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services tore >>It's. So it's such a great story, you know, was gonna, you know, you know, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You got the right equipment. You gotta do the right things. Exactly. >>Right. >>Yeah. Thanks for coming. You really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live in San Francisco for eight of us summit. I'm John for host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look up this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host of the cube. We'll be at the eighties summit in New York city this summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor in a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you. Cool. How are you? Good. >>How hello you. >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? >>First of all, thank you for having me. We're back to be business with you, never after to see you. Uh, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. We have raised close to a hundred million there. The investors are people like Norwes Menlo ventures, coastal ventures, Ram Shera, and all those people, all well known guys. And Beckel chime Paul me Mayard web. So whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISRA is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and service now to take you to the next stage? Well, >>I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh> >>You know, who does >>You, >>You >>Get the call fund to talk to you though. You >>Get the commentary, your, your finger in the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on a $2 billion valuation back from the dead after they pivoted from enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control plan? Emerging AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 billion observability companies. Data is the key. This is what's your end on this. What's your take. >>Yeah, look, I think I'll give you the few that I see right from my side. Obviously data is very clear. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA AI enable is a new buzzword and using the AI for customer service. It, you talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI services. What used to be desk with ServiceNow BMC GLA you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you, you see AI going >>Off is RPA. A company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, is it a product company? I mean, or I mean, RPA is, should be embedded in everything. It's a >>Feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be embedded in every area. Yeah. Like we call cloud NATO and AI. They it'll become automation data. Yeah. And that's your, thinking's >>Interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed. Are they integrated? I mean, these are the challenges. This is crazy. What's the, >>So remember the databases became called polyglot databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you, you were talking about, it should be part of service. Now it should be part of ISRA. Like every company, every Salesforce. So that's why you see it MuleSoft and sales buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer embedded inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, you know, AMD, Clum, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right? Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs, what does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be people don't just build on Amazon. They're going to build it on top of snow. Flake companies are snowflake becomes a data platform, right? People will build on snowflake, right? So I see my old boss playing ment, try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer, right? So I think that's the next level of companies trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last re invent, coined the term super cloud, right? It's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You're starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of hitting on us saying, Hey, you guys terrible, they didn't get him. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist and, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer room. The middle layer pass will be snowflake. So I cannot build it on snowflake. I can use them for data layer if I really need to size, I'll build it on force.com Salesforce. Yeah. Right. So I think that's where you'll >>See. So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. It >>Is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got Redshift. Um, but snowflake big customer. The they're probably paying AWS big, >>I >>Think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with the snowflake to have native snowflake data warehouse as a data layer. So I think depending on the use case you have to use each of the above, I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose your value. That's right. With some sort of internal hack, but I've think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it closed skill you the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, on-prem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations, it helpless. Even the customer service service. Now the ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the market. Feel free to text me or DMing. Next question is really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and you know, small, medium, large, and large enterprise, they're all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean seeing some stuff, but why don't we get your thoughts on that? What it >>Is you, if I remember going back to our 2007 or eight, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or one person today. Most companies are already spending 20, 30% with startups. Like if I look at a C I will line our business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. Yeah. >>And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I, I reference the URL causes like there's like a bunch of companies we've been promoting because the solution that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share? >>I, a lot of thoughts that Fu I see the AI op solutions in the futures should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app dynamic, right? Dynatrace, all this solution will go future towards predict to pro so solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers give the data, share the data because we thought the data algorithms are useless. I can give the best algorithm, but I gotta train them, modify them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know that >>Look at, look how much data bricks has grown. >>It is doubled. The key cloud >>Air kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking year that growing customers and my customers, or some of them, you like it's zoom auto desk, McAfee, uh, grand <inaudible>. So all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on, predict ours. One area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of a us summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on the calendar, of course, go to a us startups.com. That's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be two with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economist with duck bill groove, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. They're >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what, what is shitposting >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a Jack ass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Atos, especially new CEO. Andy move on to be the chief of all. Amazon just saw him the cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble. Imagine the logistics, it takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense, the nominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to a, is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car, our driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, it sounds like more exciting. Like they >>Better have a replacement ready in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula, the one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. Oh, >>It's great too. And I can see the appeal of these tech companies getting it into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great SA we've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late leads there been tick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's hi, I'm emailing an awful lot of people at last week in AWS every week and okay. They not have heard me. It. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, I >>Think >>I guarantee if we had that right now, people would call in and Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave Avante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish, but that's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their product >>They're going in different directions. When they named Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonus on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, a session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store with is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, RedShift's not an acronym. You got >>Gas is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, >>They still got bean stock or is that still >>Around? Oh, they never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it, John. >>Okay. >>Simple BV still haunts our >>Dreams. I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, gimme something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in some areas where do they need more work? And you, your opinion, because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So, you know, Redshift, snowflake database is out there. So you've got this optician. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Loves that term. Yeah. >>You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the, the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journey mean in the, in the cloud journey, going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna end, certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pan endemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who >>Can pony. >>Hello and welcome back to the live cube coverage here in San Francisco, California, the cube live coverage. Two days, day two of a summit, 2022 Aish summit, New York city coming up in summer. We'll be there as well. Events are back. I'm the host, John fur, the Cub got great guest here. Johnny Dallas with Ze. Um, here is on the queue. We're gonna talk about his background. Uh, little trivia here. He was the youngest engineer ever worked at Amazon at the age. 17 had to get escorted into reinvent in Vegas cause he was underage <laugh> with security, all good stories. Now the CEO of company called Z know DevOps kind of focus, managed service, a lot of cool stuff, Johnny, welcome to the cube. >>Thanks John. Great. >>So tell a story. You were the youngest engineer at AWS. >>I was, yes. So I used to work at a company called Bebo. I got started very young. I started working when I was about 14, um, kind of as a software engineer. And when I, uh, it was about 16. I graduated out of high school early, um, working at this company Bebo, still running all of the DevOps at that company. Um, I went to reinvent in about 2018 to give a talk about some of the DevOps software I wrote at that company. Um, but you know, as many of those things were probably familiar with reinvent happens in a casino and I was 16. So was not able to actually go into the, a casino on my own. Um, so I'd have <inaudible> security as well as casino security escort me in to give my talk. >>Did Andy jazzy, was he aware of >>This? Um, you know, that's a great question. I don't know. <laugh> >>I'll ask him great story. So obviously you started a young age. I mean, it's so cool to see you jump right in. I mean, I mean you never grew up with the old school that I used to grew up in and loading package software, loading it onto the server, deploying it, plugging the cables in, I mean you just rocking and rolling with DevOps as you look back now what's the big generational shift because now you got the Z generation coming in, millennials on the workforce. It's changing like no one's putting and software on servers. Yeah, >>No. I mean the tools keep getting better, right? We, we keep creating more abstractions that make it easier and easier. When I, when I started doing DevOps, I could go straight into E two APIs. I had APIs from the get go and you know, my background was, I was a software engineer. I never went through like the CIS admin stack. I, I never had to, like you said, rack servers, myself. I was immediately able to scale. I was managing, I think 2,500 concurrent servers across every Ables region through software. It was a fundamental shift. >>Did you know what an SRE was at that time? >>Uh, >>You were kind of an SRE on >>Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer who knows cloud APIs, not a SRE. All >>Right. So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing that's going on in your mind in cloud? >>Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist and that's what we're doing with Z is we've basically gone and we've, we're building an app platform that deploys onto your cloud. So if you're familiar with something like Carku, um, where you just click a GitHub repo, uh, we actually make it that easy. You click a GI hub repo and it will deploy on ALS using a AWS tools. So, >>Right. So this is Z. This is the company. Yes. How old's the company about >>A year and a half old now. >>All right. So explain what it does. >>Yeah. So we make it really easy for any software engineer to deploy on a AWS. It's not SREs. These are the actual application engineers doing the business logic. They don't really want to think about Yamo. They don't really want to configure everything super deeply. They want to say, run this API on S in the best way possible. We've encoded all the best practices into software and we set it up for you. Yeah. >>So I think the problem you're solving is that there's a lot of want be DevOps engineers. And then they realize, oh shit, I don't wanna do this. Yeah. And some people want to do it. They loved under the hood. Right. People love to have infrastructure, but the average developer needs to actually be as agile on scale. So that seems to be the problem you solve. Right? >>Yeah. We, we, we give way more productivity to each individual engineer, you know? >>All right. So let me ask you a question. So let me just say, I'm a developer. Cool. I build this new app. It's a streaming app or whatever. I'm making it up cube here, but let's just say I deploy it. I need your service. But what happens about when my customers say, Hey, what's your SLA? The CDN went down from this it's flaky. Does Amazon have, so how do you handle all that SLA reporting that Amazon provides? Cuz they do a good job with sock reports all through the console. But as you start getting into DevOps <affirmative> and sell your app, mm-hmm <affirmative> you have customer issues. How do you, how do you view that? Yeah, >>Well, I, I think you make a great point of AWS has all this stuff already. AWS has SLAs. AWS has contract. Aw has a lot of the tools that are expected. Um, so we don't have to reinvent the wheel here. What we do is we help people get to those SLAs more easily. So Hey, this is AWS SLA as a default. Um, Hey, we'll fix you your services. This is what you can expect here. Um, but we can really leverage S's reliability of you. Don't have to trust us. You have to trust ALS and trust that the setup is good there. >>Do you handle all the recovery or mitigation between, uh, identification say downtime for instance? Oh, the server's not 99% downtime. Uh, went down for an hour, say something's going on? And is there a service dashboard? How does it get what's the remedy? Do you have a, how does all that work? >>Yeah, so we have some built in remediation. You know, we, we basically say we're gonna do as much as we can to keep your endpoint up 24 7 mm-hmm <affirmative>. If it's something in our control, we'll do it. If it's a disc failure, that's on us. If you push bad code, we won't put out that new version until it's working. Um, so we do a lot to make sure that your endpoint stay is up, um, and then alert you if there's a problem that we can't fix. So cool. Hey S has some downtime, this thing's going on. You need to do this action. Um, we'll let you know. >>All right. So what do you do for fun? >>Yeah, so, uh, for, for fun, um, a lot of side projects. <laugh> uh, >>What's your side hustle right now. You got going on >>The, uh, it's >>A lot of tools playing tools, serverless. >>Yeah, painless. A lot of serverless stuff. Um, I think there's a lot of really cool WAM stuff as well. Going on right now. Um, I love tools is, is the truest answer is I love building something that I can give to somebody else. And they're suddenly twice as productive because of it. Um, >>It's a good feeling, isn't it? >>Oh yeah. There's >>Nothing like tools were platforms. Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. She becomes, you know, tools for all. And then ultimately tools become platforms. What's your view on that? Because if a good tool works and starts to get traction, you need to either add more tools or start building a platform platform versus tool. What's your, what's your view on a reaction to that kind of concept debate? >>Yeah, it's a good question. Uh, we we've basically started as like a, a platform. First of we've really focused on these, uh, developers who don't wanna get deep into the DevOps. And so we've done all of the pieces of the stacks. We do C I C D management. Uh, we do container orchestration, we do monitoring. Um, and now we're, spliting those up into individual tools so they can be used. Awesome in conjunction more. >>All right. So what are some of the use cases that you see for your service? It's DevOps basically nano service DevOps. So people who want a DevOps team, do clients have a DevOps person and then one person, two people what's the requirements to run >>Z. Yeah. So we we've got teams, um, from no DevOps is kind of when they start and then we've had teams grow up to about, uh, five, 10 men DevOps teams. Um, so, you know, as is more infrastructure people come in because we're in your cloud, you're able to go in and configure it on top you're we can't block you. Uh, you wanna use some new AWS service. You're welcome to use that alongside the stack that we deploy >>For you. How many customers do you have now? >>So we've got about 40 companies that are using us for all of their infrastructure, um, kind of across the board, um, as well as >>What's the pricing model. >>Uh, so our pricing model is we, we charge basically similar to an engineering salary. So we charge a monthly rate. We have plans at 300 bucks a month, a thousand bucks a month, and then enterprise plan for >>The requirement scale. Yeah. So back into the people cost, you must have her discounts, not a fully loaded thing, is it? >>Yeah, there's a discounts kind of asking >>Then you pass the Amazon bill. >>Yeah. So our customers actually pay for the Amazon bill themselves. So >>Have their own >>Account. There's no margin on top. You're linking your, a analyst account in, um, got it. Which is huge because we can, we are now able to help our customers get better deals with Amazon. Um, got it. We're incentivized on their team to drive your costs down. >>And what's your unit main unit of economics software scale. >>Yeah. Um, yeah, so we, we think of things as projects. How many services do you have to deploy as that scales up? Um, awesome. >>All right. You're 20 years old now you not even can't even drink legally. <laugh> what are you gonna do when you're 30? We're gonna be there. >>Well, we're, uh, we're making it better, better, >>Better the old guy on the queue here. <laugh> >>I think, uh, I think we're seeing a big shift of, um, you know, we've got these major clouds. ALS is obviously the biggest cloud and it's constantly coming out with new services, but we're starting to see other clouds have built many of the common services. So Kubernetes is a great example. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage tools for multiple times. At the same time. Many of our customers actually have AWS as their primary cloud and they'll have secondary clouds or they'll pull features from other clouds into AWS, um, through our software. I think that's, I'm very excited by that. And I, uh, expect to be working on that when I'm 30. <laugh> awesome. >>Well, you gonna have a good future. I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, in the, and um, computer science back then was hardcore, mostly systems OS stuff, uh, database compiler. Um, now there's so much compi, right? Mm-hmm <affirmative> how do you look at the high school college curriculum experience slash folks who are nerding out on computer science? It's not one or two things. You've got a lot of, lot of things. I mean, look at Python, data engineering and emerging as a huge skill. What's it, what's it like for college kids now and high school kids? What, what do you think they should be doing if you had to give advice to your 16 year old self back a few years ago now in college? Um, I mean Python's not a great language, but it's super effective for coding and the datas were really relevant, but it's, you've got other language opportunities you've got tools to build. So you got a whole culture of young builders out there. What should, what should people gravitate to in your opinion and stay away from or >>Stay away from? That's a good question. I, I think that first of all, you're very right of the, the amount of developers is increasing so quickly. Um, and so we see more specialization. That's why we also see, you know, these SREs that are different than typical application engineering. You know, you get more specialization in job roles. Um, I think if, what I'd say to my 16 year old self is do projects, um, the, I learned most of my, what I've learned just on the job or online trying things, playing with different technologies, actually getting stuff out into the world, um, way more useful than what you'll learn in kind of a college classroom. I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. >>You know? I think that's great advice. In fact, I would just say from my experience of doing all the hard stuff and cloud is so great for just saying, okay, I'm done, I'm banning the project. Move on. Yeah. Cause you know, it's not gonna work in the old days. You have to build this data center. I bought all this, you know, people hang on to the old, you know, project and try to force it out there. Now you >>Can launch a project now, >>Instant gratification, it ain't working <laugh> or this is shut it down and then move on to something new. >>Yeah, exactly. Instantly you should be able to do that much more quickly. Right. So >>You're saying get those projects and don't be afraid to shut it down. Mm-hmm <affirmative> that? Do you agree with that? >>Yeah. I think it's ex experiment. Uh, you're probably not gonna hit it rich on the first one. It's probably not gonna be that idea is the genius idea. So don't be afraid to get rid of things and just try over and over again. It's it's number of reps >>That'll win. I was commenting online. Elon Musk was gonna buy Twitter, that whole Twitter thing. And someone said, Hey, you know, what's the, I go look at the product group at Twitter's been so messed up because they actually did get it right on the first time. And we can just a great product. They could never change it because people would freak out and the utility of Twitter. I mean, they gotta add some things, the added button and we all know what they need to add, but the product, it was just like this internal dysfunction, the product team, what are we gonna work on? Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike right outta the gate. Yeah. Right. You don't know. >>It's almost a curse too. It's you're not gonna hit curse Twitter. You're not gonna hit a rich the second time too. So yeah. >><laugh> Johnny Dallas. Thanks for coming on the cube. Really appreciate it. Give a plug for your company. Um, take a minute to explain what you're working on. What you're look looking for. You hiring funding. Customers. Just give a plug, uh, last minute and kind the last word. >>Yeah. So, um, John Dallas from Ze, if you, uh, need any help with your DevOps, if you're a early startup, you don't have DevOps team, um, or you're trying to deploy across clouds, check us out z.com. Um, we are actively hiring. So if you are a software engineer excited about tools and cloud, or you're interested in helping getting this message out there, hit me up. Um, find us on z.co. >>Yeah. LinkedIn Twitter handle GitHub handle. >>Yeah. I'm the only Johnny on a LinkedIn and GitHub and underscore Johnny Dallas underscore on Twitter. All right. Um, >>Johnny Dallas, the youngest engineer working at Amazon, um, now 20 we're on great new project here in the cube. Builders are all young. They're growing into the business. They got cloud at their, at their back it's tailwind. I wish I was 20. Again, this is a I'm John for your host. Thanks for watching. Thanks. >>Welcome >>Back to the cubes. Live coverage of a AWS summit in San Francisco, California events are back, uh, ADAS summit in New York cities. This summer, the cube will be there as well. Check us out there lot. I'm glad we have events back. It's great to have everyone here. I'm John furry host of the cube. Dr. Matt wood is with me cube alumni now VP of business analytics division of AWS. Matt. Great to see you. Thank >>You, John. Great to be here. >>Appreciate it. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we >>Would introduce you on the he's the one and only the one and >>Only Dr. Matt wood >>In joke. I love it. >>Andy style. And I think you had walkup music too on, you know, >>Too. Yes. We all have our own personalized walk. >>So talk about your new role. I not new role, but you're running up, um, analytics, business or AWS. What does that consist of right now? >>Sure. So I work, I've got what I consider to be the one of the best jobs in the world. Uh, I get to work with our customers and, uh, the teams at AWS, uh, to build the analytics services that millions of our customers use to, um, uh, slice dice, pivot, uh, better understand their day data, um, look at how they can use that data for, um, reporting, looking backwards and also look at how they can use that data looking forward. So predictive analytics and machine learning. So whether it is, you know, slicing and dicing in the lower level of, uh Hado and the big data engines, or whether you're doing ETR with glue or whether you're visualizing the data in quick side or building models in SageMaker. I got my, uh, fingers in a lot of pies. >>You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching the progression. You were on the cube that first year we were at reinvent 2013 and look at how machine learning just exploded onto the scene. You were involved in that from day one is still day one, as you guys say mm-hmm <affirmative>, what's the big thing now. I mean, look at, look at just what happened. Machine learning comes in and then a slew of services come in and got SageMaker became a hot seller, right outta the gate. Mm-hmm <affirmative> the database stuff was kicking butt. So all this is now booming. Mm-hmm <affirmative> that was the real generational changeover for <inaudible> what's the perspective. What's your perspective on, yeah, >>I think how that's evolved. No, I think it's a really good point. I, I totally agree. I think for machine machine learning, um, there was sort of a Renaissance in machine learning and the application of machine learning machine learning as a technology has been around for 50 years, let's say, but, uh, to do machine learning, right? You need like a lot of data, the data needs to be high quality. You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean as you apply them to real world problems. And so the cloud really removed a lot of the constraints. Finally, customers had all of the data that they needed. We gave them services to be able to label that data in a high quality way. There's all the compute. You need to be able to train the models <laugh> and so where you go. >>And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, a similar Renaissance with, uh, with data, uh, and analytics. You know, if you look back, you know, five, 10 years, um, analytics was something you did in batch, like your data warehouse ran a analysis to do, uh, reconciliation at the end of the month. And then was it? Yeah. And so that's when you needed it, but today, if your Redshift cluster isn't available, uh, Uber drivers don't turn up door dash deliveries, don't get made. It's analytics is now central to virtually every business and it is central to every virtually every business is digital transformation. Yeah. And be able to take that data from a variety of sources here, or to query it with high performance mm-hmm <affirmative> to be able to actually then start to augment that data with real information, which usually comes from technical experts and domain experts to form, you know, wisdom and information from raw data. That's kind of, uh, what most organizations are trying to do when they kind of go through this analytics journey. It's >>Interesting, you know, Dave LAN and I always talk on the cube, but out, you know, the future and, and you look back, the things we were talking about six years ago are actually happening now. Yeah. And it's not a, a, a, you know, hyped up statement to say digital transformation. It actually's happening now. And there's also times where we bang our fist on the table, say, I really think this is so important. And Dave says, John, you're gonna die on that hill <laugh>. >>And >>So I I'm excited that this year, for the first time I didn't die on that hill. I've been saying data you're right. Data as code is the next infrastructure as code mm-hmm <affirmative>. And Dave's like, what do you mean by that? We're talking about like how data gets and it's happening. So we just had an event on our 80 bus startups.com site mm-hmm <affirmative>, um, a showcase with startups and the theme was data as code and interesting new trends emerging really clearly the role of a data engineer, right? Like an SRE, what an SRE did for cloud. You have a new data engineering role because of the developer on, uh, onboarding is massively increasing exponentially, new developers, data science, scientists are growing mm-hmm <affirmative> and the, but the pipelining and managing and engineering as a system. Yeah. Almost like an operating system >>And as a discipline. >>So what's your reaction to that about this data engineer data as code, because if you have horizontally scalable data, you've gotta be open that's hard. <laugh> mm-hmm <affirmative> and you gotta silo the data that needs to be siloed for compliance and reasons. So that's got a very policy around that. So what's your reaction to data as code and data engineering and >>Phenomenon? Yeah, I think it's, it's a really good point. I think, you know, like with any, with any technology, uh, project inside an organization, you know, success with analytics or machine learning is it's kind of 50% technology and then 50% cultural. And, uh, you have often domain experts. Those are, could be physicians or drug experts, or they could be financial experts or whoever they might be got deep domain expertise. And then you've got technical implementation teams and it's kind of a natural often repulsive force. I don't mean that rudely, but they, they just, they don't talk the same language. And so the more complex the domain and the more complex the technology, the stronger that repulsive force, and it can become very difficult for, um, domain experts to work closely with the technical experts, to be able to actually get business decisions made. And so what data engineering does and data engineering is in some cases team, or it can be a role that you play. >>Uh, it's really allowing those two disciplines to speak the same language it provides. You can think of it as plumbing, but I think of it as like a bridge, it's a bridge between like the technical implementation and the domain experts. And that requires like a very disparate range of skills. You've gotta understand about statistics. You've gotta understand about the implementation. You've gotta understand about the, it, you've gotta understand and understand about the domain. And if you could pull all of that together, that data engineering discipline can be incredibly transformative for an organization, cuz it builds the bridge between those two >>Groups. You know, I was advising some, uh, young computer science students at the sophomore junior level, uh, just a couple weeks ago. And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, you've been in the middle of of it for years, they were asking me and I was trying to mentor them on. What, how do you become a data engineer from a practical standpoint, uh, courseware projects to work on how to think, um, not just coding Python cause everyone's coding in Python mm-hmm <affirmative> but what else can they do? So I was trying to help them and I didn't really know the answer myself. I was just trying to like kind of help figure it out with them. So what is the answer in your opinion or the thoughts around advice to young students who want to be data engineers? Cuz data scientists is pretty clear in what that is. Yeah. You use tools, you make visualizations, you manage data, you get answers and insights and apply that to the business. That's an application mm-hmm <affirmative>, that's not the, you know, sta standing up a stack or managing the infrastructure. What, so what does that coding look like? What would your advice be to >>Yeah, I think >>Folks getting into a data engineering role. >>Yeah. I think if you, if you believe this, what I said earlier about like 50% technology, 50% culture, like the, the number one technology to learn as a data engineer is the tools in the cloud, which allow you to aggregate data from virtually any source into something which is incrementally more valuable for the organization. That's really what data engineering is all about. It's about taking from multiple sources. Some people call them silos, but silos indicates that the, the storage is kind of fungible or UND differentiated. That that's really not the case. Success requires you to really purpose built well crafted high performance, low cost engines for all of your data. So understanding those tools and understanding how to use 'em, that's probably the most important technical piece. Um, and yeah, Python and programming and statistics goes along with that, I think. And then the most important cultural part, I think is it's just curiosity. >>Like you want to be able to, as a data engineer, you want to have a natural curiosity that drives you to seek the truth inside an organization, seek the truth of a particular problem and to be able to engage, cuz you're probably, you're gonna have some choice as you go through your career about which domain you end up in, like maybe you're really passionate about healthcare. Maybe you're really just passionate about your transportation or media, whatever it might be. And you can allow that to drive a certain amount of curiosity, but within those roles, like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, to ask the right questions and engage in the right way with your teams. So because you can have all the technical skills in the world, but if you're not able to help the team's truths seek through that curiosity, you simply won't be successful. >>We just had a guest on 20 year old, um, engineer, founder, Johnny Dallas, who was 16 when he worked at Amazon youngest engineer at >>Johnny Dallas is a great name by the that's fantastic. It's his real name? >>It sounds like a football player. Rockstar. I should call Johnny. I have Johnny Johnny cube. Uh it's me. Um, so, but he's young and, and he, he was saying, you know, his advice was just do projects. >>Yeah. That's get hands on. >>Yeah. And I was saying, Hey, I came from the old days though, you get to stand stuff up and you hugged onto the assets. Cause you didn't wanna kill the cause you spent all this money and, and he's like, yeah, with cloud, you can shut it down. If you do a project that's not working and you get bad data, no one's adopting it or you don't want like it anymore. You shut it down. Just something >>Else. Totally >>Instantly abandoned it. Move onto something new. >>Yeah. With progression. Totally. And it, the, the blast radius of, um, decisions is just way reduced, gone. Like we talk a lot about like trying to, you know, in the old world trying to find the resources and get the funding. And it's like, right. I wanna try out this kind of random idea that could be a big deal for the organization. I need 50 million in a new data center. Like you're not gonna get anywhere. You, >>You do a proposal working backwards, document >>Kinds, all that, that sort of stuff got hoops. So, so all of that is gone, but we sometimes forget that a big part of that is just the, the prototyping and the experimentation and the limited blast radius in terms of cost. And honestly, the most important thing is time just being able to jump in there, get fingers on keyboards, just try this stuff out. And that's why at AWS, we have part of the reason we have so many services because we want, when you get into AWS, we want the whole toolbox to be available to every developer. And so, as your ideas developed, you may want to jump from, you know, data that you have, that's already in a database to doing realtime data. Yeah. And then you can just, you have the tools there. And when you want to get into real time data, you don't just have kineses, but you have real time analytics and you can run SQL again, that data is like the, the capabilities and the breadth, like really matter when it comes to prototyping and, and >>That's culture too. That's the culture piece, because what was once a dysfunctional behavior, I'm gonna go off the reservation and try something behind my boss's back or cause now as a side hustle or fun project. Yeah. So for fun, you can just code something. Yeah, >>Totally. I remember my first Haddo project, I found almost literally a decommissioned set of servers in the data center that no one was using. They were super old. They're about to be literally turned off. And I managed to convince the team to leave them on for me for like another month. And I installed her DUP on them and like, got them going. It's like, that just seems crazy to me now that I, I had to go and convince anybody not to turn these service off, but what >>It was like for that, when you came up with elastic map produce, because you said this is too hard, we gotta make it >>Easier. Basically. Yes. <laugh> I was installing Haddo version, you know, beta nor 0.9 or whatever it was. It's like, this is really hard. This is really hard. >>We simpler. All right. Good stuff. I love the, the walk down memory lane and also your advice. Great stuff. I think culture's huge. I think. And that's why I like Adam's keynote to reinvent Adam. Lesky talk about path minds and trail blazers because that's a blast radius impact. Mm-hmm <affirmative> when you can actually have innovation organically just come from anywhere. Yeah, that's totally cool. Totally. Let's get into the products. Serverless has been hot mm-hmm <affirmative> uh, we hear a lot about EKS is hot. Uh, containers are booming. Kubernetes is getting adopted. There's still a lot of work to do there. Lambda cloud native developers are booming, serverless Lambda. How does that impact the analytics piece? Can you share the hot, um, products around how that translates? Sure, absolutely. Yeah, the SageMaker >>Yeah, I think it's a, if you look at kind of the evolution and what customers are asking for, they're not, you know, they don't just want low cost. They don't just want this broad set of services. They don't just want, you know, those services to have deep capabilities. They want those services to have as lower operating cost over time as possible. So we kind of really got it down. We got built a lot of muscle, lot of services about getting up and running and experimenting and prototyping and turning things off and turn turning them on and turning them off. And like, that's all great. But actually the, you really only most projects start something once and then stop something once. And maybe there's an hour in between, or maybe there's a year, but the real expense in terms of time and, and complexity is sometimes in that running cost. Yeah. And so, um, we've heard very loudly and clearly from customers that they want, that, that running cost is just undifferentiated to them and they wanna spend more time on their work and in analytics that is, you know, slicing the data, pivoting the data, combining the data, labeling the data, training their models, uh, you know, running inference against their models, uh, and less time doing the operational pieces. >>So is that why the servers focus is there? >>Yeah, absolutely. It, it dramatically reduces the skill required to run these, uh, workloads of any scale. And it dramatically reduces the UND differentiated, heavy lifting, cuz you get to focus more of the time that you would've spent on the operation on the actual work that you wanna get done. And so if you look at something just like Redshift serverless that we launched a reinvent, you know, there's a kind of a, we have a lot of customers that want to run like a, uh, the cluster and they want to get into the, the weeds where there is benefit. We have a lot of customers that say, you know, I there's no benefit for me though. I just wanna do the analytics. So you run the operational piece, you're the experts we've run. You know, we run 60 million instant startups every single day. Like we do this a lot. Exactly. We understand the operation. I >>Want the answers come on. So >>Just give the answers or just let, give me the notebook or just give the inference prediction. So today for example, we announced, um, you know, serverless inference. So now once you've trained your machine learning model, just, uh, run a few, uh, lines of code or you just click a few buttons and then yeah, you got an inference endpoint that you do not have to manage. And whether you're doing one query against that endpoint, you know, per hour or you're doing, you know, 10 million, but we'll just scale it on the back end. You >>Know, I know we got not a lot of time left, but I want, wanna get your reaction to this. One of the things about the data lakes, not being data swamps has been from what I've been reporting and hearing from customers is that they want to retrain their machine learning algorithm. They want, they need that data. They need the, the, the realtime data and they need the time series data, even though the time has passed, they gotta store in the data lake mm-hmm <affirmative>. So now the data lakes main function is being reusing the data to actually retrain. Yeah, >>That's >>Right. It worked properly. So a lot of, lot of postmortems turn into actually business improvements to make the machine learning smarter, faster. You see that same way. Do you see it the same way? Yeah, >>I think it's, I think it's really interesting. No, I think it's really interesting because you know, we talk it's, it's convenient to kind of think of analytics as a very clear progression from like point a point B, but really it's, you are navigating terrain for which you do not have a map and you need a lot of help to navigate that terrain. Yeah. And so, you know, being, having these services in place, not having to run the operations of those services, being able to have those services be secure and well governed, and we added PII detection today, you know, something you can do automatically, uh, to be able to use their, uh, any unstructured data run queries against that unstructured data. So today we added, you know, um, text extract queries. So you can just say, well, uh, you can scan a badge for example, and say, well, what's the name on this badge? And you don't have to identify where it is. We'll do all of that work for you. So there's a often a, it's more like a branch than it is just a, a normal, uh, a to B path, a linear path. Uh, and that includes loops backwards. And sometimes you gotta get the results and use those to make improvements further upstream. And sometimes you've gotta use those. And when you're downstream, you'll be like, ah, I remember that. And you come back and bring it all together. So awesome. It's um, it's, uh, uh, it's a wonderful >>Work for sure. Dr. Matt wood here in the queue. Got just take the last word and give the update. Why you're here. What's the big news happening that you're announcing here at summit in San Francisco, California, and update on the, the business analytics >>Group? Yeah, I think, you know, one of the, we did a lot of announcements in the keynote, uh, encouraged everyone to take a look at that. Uh, this morning was Swami. Uh, one of the ones I'm most excited about, uh, is the opportunity to be able to take, uh, dashboards, visualizations. We're all used to using these things. We see them in our business intelligence tools, uh, all over the place. However, what we've heard from customers is like, yes, I want those analytics. I want their visualization. I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually doing my work to another separate tool to be able to look at that information. And so today we announced, uh, one click public embedding for quick side dashboards. So today you can literally, as easily as embedding a YouTube video, you can take a dashboard that you've built inside, quick site cut and paste the HTML, paste it into your application and that's it. That's all you have to do. It takes seconds and >>It gets updated in real time. >>Updated in real time, it's interactive. You can do everything that you would normally do. You can brand it like this is there's no power by quick site button or anything like that. You can change the colors, make it fit in perfectly with your, with your applications. So that's sitting incredibly powerful way of being able to take a, uh, an analytics capability that today sits inside its own little fiefdom and put it just everywhere. It's, uh, very transformative. >>Awesome. And the, the business is going well. You got the serverless and your tailwind for you there. Good stuff, Dr. Matt with thank you. Coming on the cube >>Anytime. Thank >>You. Okay. This is the cubes cover of eight summit, 2022 in San Francisco, California. I'm John host cube. Stay with us with more coverage of day two after this short break.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.

>> Hi and welcome to Data Cloud catalyst Women in Tech Round Table Panel discussion. I am so excited to have three fantastic female executives with me today, who have been driving transformations through data throughout their entire career. With me today is Lisa Davis, SVP and CIO OF Blue shield of California. We also have Nishita Henry who is the Chief Innovation Officer at Deloitte and Teresa Briggs who is on a variety of board of directors including our very own Snowflake. Welcome ladies. >> Thank you. >> So I am just going to dive right in, you all have really amazing careers and resumes behind you, am really curious throughout your career, how have you seen the use of data evolve throughout your career and Lisa am going to start with you. >> Thank you, having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. Now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation, probably the last five, seven years, we've all talked about, disrupt or be disrupted, At the core of that digital transformation is the use of data. Data and analytics that we derive insights from and actually improve our decision making by driving a differentiated experience and capability into market. So data has involved as being I would say almost tactical, in some sense over my technology career to really being a strategic asset of what we leverage personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita curious your take on, how you have seen data evolve? >> Yeah, I agree with Lisa, it has definitely become a the lifeblood of every business, right? It used to be that there were a few companies in the business of technology, every business is now a technology business. Every business is a data business, it is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important, but it was about storing data, it was about giving people individual reports, it was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time into integrating data into saying, alright, how does one piece of data correlate to the other and how can I get insights out of that data? Now, its gone to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions, but for other machines to make decisions, right? Which is a big leap and a big change in how we use data, how we analyze data and how we use it for insights and involving our businesses. >> Yeah its really changed so tremendously just in the past five years, its amazing. So Teresa we've talked a lot about the Data Cloud, where do you think we are heading with that and also how can future leaders really guide their careers in data especially in those jobs where we don't traditionally think of them in the data science space? Teresa your thoughts on that. >> Yeah, well since I'm on the Snowflake Board, I'll talk a little bit about the Snowflake Data Cloud, we're getting your company's data out of the silos that exist all over your organization. We're bringing third party data in to combine with your own data and we're wrapping a governance structure around it and feeding it out to your employees so they can get their jobs done, as simple as that. I think we've all seen the pandemic accelerate the digitization of our work. And if you ever doubted that the future of work is here, it is here and companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now, it used to be as prior people have mentioned that in order to work with data you had to be a data scientist, but I was an auditor back in the day we used to work on 16 column spreadsheets. And now if you're an accounting major coming out of college joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing and auditing data, that massive amounts of data that sit in your clients IT systems. I'm on the board of Warby Parker, and you might think that their most valuable asset is their amazing frame collection, but it's actually their data, their 360 degree view of the customer. And so if you're a merchant, or you're in strategy, or marketing or talent or the Co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that any anyone who's a knowledge worker has to be able to work with data. >> Yeah I think its just going to be organic to every role going forward in the industry. So, Lisa curious about your thoughts about Data Cloud, the future of it and how people can really leverage it in their jobs for future leaders. >> Yeah, absolutely most enterprises today are, I would say, hybrid multicloud enterprises. What does that mean? That means that we have data sitting on-prem, we have data sitting in public clouds through software as a service applications. We have a data everywhere. Most enterprises have data everywhere, certainly those that have owned infrastructure or weren't born on the web. One of the areas that I love that Data Cloud is addressing is area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes? And at Blue Shield of California, one of our key initiatives is what we call an Experienced Cube. What does that mean? That means how do I drive transparency of data between providers, members and payers? So that not only do I reduce overhead on providers and provide them a better experience, our hospital systems are doctors, but ultimately, how do we have the member have it their power of their fingertips the value of their data holistically, so that we're making better decisions about their health care. One of the things Teresa was talking about, was the use of this data and I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists, yes we need those data scientists to help us build AI models to really drive and tackle these tough old, tougher challenges and business problems that we may have in our environments. But everybody in the company both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise, put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah its really, really exciting time. I want to shift gears a little bit and focus on women in Tech. So I think in the past five to ten years there has been a lot of headway in this space but the truth is women are still under represented in the tech space. So what can we do to attract more women into technology quite honestly. So Nishita curious what your thoughts are on that? >> Great question and I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own and I know how important it is for women and young girls to actually start early in their love for technology and data and all things digital, right? So I think it's one very important to start early started early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with LV Engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes in tech solve everyday problems. And so really helping to get people's minds around tech is not just in the back office coding on a computer, tech is about solving problems together that help us as citizens, as customers, right? And as humanity, so I think that's important. I also think we have to expand that definition of tech, as we just said it's not just about right, database design, It's not just about Java and Python coding, it's about design, it's about the human machine interfaces, it's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say look we have a absolute imperative to get a diverse population of people, not just women, but minorities, those with other types of backgrounds, disabilities, et cetera involved because this data is being used to drive decision making in all involved, right, and how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely, lisa curious about your thoughts on this. >> I agree with everything Nishita said, I've been passionate about this area, I think it starts with first we need more role models, we need more role models as women in these leadership roles throughout various sectors. And it really is it starts with us and helping to pull other women forward. So I think certainly it's part of my responsibility, I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change, to bring more women forward more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women we're the largest consumer group in the company yet we're consumers but we're not builders. This is why it's so important that we start changing that perception of what tech is and I agree that it starts with our young girls, we know the data shows that we lose our like young girls by middle school, very heavy peer pressure, it's not so cool to be smart, or do robotics, or be good at math and science, we start losing our girls in middle school. So they're not prepared when they go to high school, and they're not taking those classes in order to major in these STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing, what is the executive leadership in your goals around diversity and inclusion? How do we invite more diverse population to the decision making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah its really a critical time and now we are coming to the end of this conversation I want to ask you Teresa what would be a call to action to everyone listening both men and women since its to be solved by everyone to address the gender gap in the industry? >> I'd encourage each of you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them and those roles opening your network, giving very candid feedback. And we need men to participate too, there are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita real quickly what would be your call to action to everyone? >> I'd say look around your teams, see who's on them and make deliberate decisions about diversifying those teams, as positions open up, make sure that you have a diverse set of candidates, make sure that there are women that are part to that team and make sure that you are actually hiring and putting people into positions based on potential not just experience. >> And real quickly Lisa, we'll close it out with you what would your call to action be? >> Wow, it's hard to what Nishita and what Tricia shared I think we're very powerful actions. I think it starts with us. Taking action at our own table, making sure you're driving diverse panels and hiring setting goals for the company, having your board engaged and holding us accountable and driving to those goals will help us all see a better outcome with more women at the executive table and diverse populations. >> Great advice and great action for all of us to take. Thank you all so much for spending time with me today and talking about this really important issue, I really appreciate it. Stay with us.

>> Hi, and welcome to Data Cloud Catalyst, Women in Tech Round Table Panel Discussion. I am so excited to have three fantastic female executives with me today who have been driving transformation through data throughout their entire career. With me today is Lisa Davis, SVP and CIO of Blue Shield of California. We also have Nishita Henry, who is the Chief Innovation Officer at Deloitte and Theresa Briggs, who is on a variety of board of directors, including our own very own Snowflake. Welcome, ladies. >> Thank you. >> Thank you. >> So I'm just going to dive right in. You all have really amazing careers and resumes behind you. I'm really curious, throughout your career, how have you seen the use of data evolve throughout your career? And, Lisa, I'm going to start with you. >> Thank you. Having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. Now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation probably the last five, seven years, we've all talked about disrupt or be disrupted. At the core of that digital transformation is the use of data. Data and analytics that we derive insights from and actually improve our decision making by driving a differentiated experience and capability into market. So data has involved as being, I would say, almost tactical in some sense over my technology career, to really being a strategic asset of what we leverage personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita, curious your take on how you've seen data evolve? >> Yeah, I agree with Lisa. It has definitely become the lifeblood of every business, right? It used to be that there were a few companies in the business of technology, every business is now a technology business. Every business is a data business. It is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare it doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important but it was about storing data. It was about giving people individual reports, it was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time into integrating data and to saying, all right, how does one piece of data correlate to the other and how can I get insights out of that data? Now, let's go on to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions, but for other machines to make decisions, right? Which is a big leap. And a big change in how we use data, how we analyze data and how we use it for insights in evolving our businesses. >> Yeah, it's really changed so tremendously just in the past five years. It's amazing. So Teresa, we've talked a lot about the Data Cloud, where do you think we're heading with that? And also, how can future leaders really guide their careers in data, especially in those jobs where we don't traditionally think of them in the data science space? Curious your thoughts on that? >> Yeah, well, since I'm on the Snowflake board, I'll talk a little bit about the Snowflake Data Cloud. Now we're getting your company's data out of the silos that exists all over your organization, we're bringing third party data in to combine with your own data, and we're wrapping a governance structure around it and feeding it out to your employees so that they can get their jobs done. And is as simple as that. I think we've all seen the pandemic accelerate the digitization of our work. And if you ever doubted the future of work is here, it is here. And companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now, it used to be as prior people have mentioned that in order to work with data you had to be a data scientist. But I was an auditor back in the day and we used to work on 16 columns spreadsheet. And now if you're an accounting major coming out of college joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing and auditing data, that massive amounts of data that sit in your client's IT systems. I'm on the board of Warby Parker, and you might think that their most valuable asset is their amazing frame collection, but it's actually their data, their 360 degree view of the customer. And so if you're a merchant or you're in strategy, or marketing or talent or the co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that anyone who's a knowledge worker has to be able to work with data. >> Yeah, I think it's just going to be organic to every role going forward in the industry. So Lisa, curious about your thoughts about Data Cloud, the future of it, and how people can really leverage it in their jobs from future leaders? >> Yeah, absolutely. Most enterprises today are, I would say, hybrid multi cloud enterprises. What does that mean? That means that we have data sitting on prem, we have data sitting in public clouds through software as a service applications, we have a data everywhere, most enterprises have data everywhere. Certainly those that have owned infrastructure or weren't born on the web. One of the areas that I love that Data Cloud is addressing is the area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes? And at Blue Shield of California, one of our key initiatives is what we call an experienced cube. What does that mean? It means how do I drive transparency of data between providers, members and payers? So that not only do I reduce overhead on providers and provide them a better experience, or hospital systems or doctors, but ultimately, how do we have the member have it their power of their fingertips the value of their data holistically, so that we're making better decisions about their health care? One of the things Teresa was talking about was the use of this data, and I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists. Yes, we need those data scientists to help us build AI models to really drive and tackle these tougher challenges and business problems that we may have in our environments. But everybody in the company, both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise. Put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah, it's really, really exciting time. I want to shift gears a little bit and focus on women in tech. So I think in the past five to 10 years, there has been a lot of headway in this space. But the truth is women are still underrepresented in the tech space. So what can we do to attract more women into technology quite honestly. So Nishita, curious, what your thoughts are on that? >> Great question. And I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own. And I know how important it is for women and young girls to actually start early in their love for technology, and data and all things digital, right? So I think it's one very important to start early, start an early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with Ella the Engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes and tech solve everyday problems. And so really helping to get people's minds around tech is not just in the back office coding on a computer, tech is about solving problems together that help us as citizens, as customers, right? And as humanity. So I think that's important. I also think we have to expand that definition of tech, as we just said. It's not just about, right? Database design. It's not just about Java and Python coding, it's about design. It's about the human machine interfaces. It's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say look, we have absolute imperative to get a diverse population of people, not just women, but minorities, those with other types of backgrounds, disabilities, etc involved. Because this data is being used to drive decision making, and if we are not all involved, right? In how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely. Lisa, curious about your thoughts on this. >> I agree with everything Nishita said. I've been passionate about this area, I think it starts with first we need more role models. We need more role models as women in these leadership roles throughout various sectors. And it really is it starts with us and helping to pull other women forward. So I think certainly, it's part of my responsibility, I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change, to bring more women forward, more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women, we're the largest consumer group in the company yet we're consumers, but we're not builders. This is why it's so important that we start changing that perception of what tech is. And I agree that it starts with our young girls. We know the data shows that we lose our young girls by middle school. Very heavy peer pressure, it's not so cool to be smart, or do robotics, or be good at math and science. We start losing our girls in middle school. So they're not prepared when they go to high school and they're not taking those classes in order to major in the STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing. What is the executive leadership and your goals around diversity and inclusion? How do we invite more diverse population to the decision making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now, because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah, it's really a critical time. And now we're coming to the end of this conversation, I want to ask you Teresa, what would be a call to action to everyone listening, both men and women since its needs to be solved by everyone, to address the gender gap in the industry? >> I'd encourage each of you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them in those roles, opening your network, giving very candid feedback. And we need men to participate too. There are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita real quickly, what would be your call to action to everyone? >> I'd say look around your teams, see who's on them and make deliberate decisions about diversifying those teams. As positions open up, make sure that you have a diverse set of candidates, and make sure that there are women that are part of that team. And make sure that you are actually hiring and putting people into positions based on potential not just experience. >> And real quickly Lisa, will close it out with you, what would your call to action be? >> Well, it's hard to... What Nishita and what Teresa shared I think were very powerful actions. I think it starts with us. Taking action at our own table, making sure you're driving diverse panels and hiring, setting goals for the company. Having your board engaged and holding us accountable and driving to those goals, will help us all see a better outcome but with more women at the executive table and diverse populations. >> Great advice and great action for all of us to take. Thank you all so much for spending time with me today and talking about this really important issue. I really appreciate it. Stay with us.

>> Hi, and welcome to data cloud catalyst women in tech round table panel discussion. I am so excited to have three fantastic female executives with me today who have been driving transformation through data throughout their entire career. With me today is Lisa Davis SVP and CIO of Blue Shield of California. We also have Nishita Henry who is the chief innovation officer at Deloitte and Teresa Briggs, who is on a variety of board of directors, including our very own Snowflake. Welcome, ladies. >> Thank you. So I'm just going to dive right in. You all have really amazing careers and resumes behind you. I'm really curious, throughout your career, how have you seen the use of data evolve throughout your career? And Lisa, I'm going to start with you. >> Thank you. Having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. But now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation probably the last five, seven years. We've all talked about disrupt or be disrupted. At the core of that digital transformation is the use of data, data, and analytics that we derive insights from and actually improve our decision-making by driving a differentiated experience and capability into market. So data has involved as being, I would say, almost tactical in some sense over my technology career to really being a strategic asset of what we leveraged personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita curious your take on, how you've seen data evolve? >> Yeah, I agree with Lisa, it has definitely become the lifeblood of every business, right? It used to be that there were a few companies in the business of technology. Every business is now a technology business. Every business is a data business. It is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important, but it was about storing data. It was about giving people individual reports. It was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time and to integrating data and to saying, all right, how does one piece of data correlate to the other? And how can I get insights out of that data? Now let's go on to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions but for other machines to make decisions, right? Which is a big leap and a big change in how we use data, how we analyze data and how we use it for insights and evolving our businesses. >> Yeah. It's really changed so tremendously, just in the past five years, it's amazing. So Teresa, we've talked a lot about the data cloud, where do you think we're heading with that? And also how can future leaders really guide their careers in data, especially in those jobs where we don't traditionally think of them in the data science space, curious your thoughts on that. >> Yeah. Well, since I'm on the Snowflake board, I'll talk a little bit about the Snowflake data cloud that we're getting your company's data out of the silos that exist all over your organization. We're bringing third party data in to combine with your own data and we're wrapping a governance structure around it and feeding it out to your employees so that they can get their jobs done. And it's as simple as that, I think we've all seen the pandemic accelerated the digitization of our work. And if you ever doubted that the future of work is here, it is here. And companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now it used to be, as prior, people have mentioned that in order to work with data, you had to be a data scientist. But I was an auditor back in the day and we used to work on 16 columns spreadsheet. And now if you're an accounting major coming out of college, joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing, and auditing data. That massive amounts of data that sit in your client's IT systems. I'm on the board of Warby Parker. And you might think that their most valuable asset is their amazing frame collection but it's actually their data. There are 360 degree view of the customer. And so if you're a merchant or you're in strategy or marketing or talent or the co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that any anyone who's a knowledge worker has to be able to work with data. >> Now, I think it's just going to be organic to every role going forward in the industry. >> So Lisa curious about your thoughts about data cloud, the future of it, and how people can really leverage it in their jobs from future leaders. >> Yeah, absolutely. Most enterprises today are, I would say, hybrid multi-cloud enterprises. What does that mean? That means that we have data sitting on prem. We have data sitting in public clouds through software, as a service applications. We have a data everywhere. Most enterprises have data everywhere. Certainly those that have owned infrastructure or weren't born on the web. One of the areas that I'd love that data cloud is addressing is the area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes. And at Blue Shield of California, one of our key initiatives is what we call an experience cube. What does that mean? It means how do I drive transparency of data between providers and members and payers so that not only do I reduce overhead on providers and provide them a better experience or hospital systems or doctors, but ultimately how do we have the member have at their power of their fingertips the value of their data holistically so that we're making better decisions about their healthcare? One of the things Teresa was talking about was the use of this data. And I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists. Yes, we need those data scientists to help us build AI models to really drive and tackle these tougher challenges and business problems that we may have in our environments. But everybody in the company, both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise, put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah. It's really, really exciting time. I want to shift gears a little bit and focus on women in tech. So I think in the past 5 to 10 years there has been a lot of headway in this space but the truth is women are still underrepresented in the tech space. So what can we do to attract more women into technology? Quite honestly. So Nishita curious what your thoughts are on that? >> Great question. And I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own and I know how important it is for women and young girls to actually start early in their love for technology and data and all things digital, right? So I think it's one very important to start early, starting early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with LOV engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes in techs solve everyday problems. And so really helping to get people's minds around tech is not just in the back office, coding on a computer, tech is about solving problems together that help us as citizens as customers, right? And as humanity. So I think that's important. I also think we have to expand that definition of tech as we just said, it's not just about database design. It's not just about Java and Python coding. It's about design, it's about the human machine interfaces. It's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say, look we have a absolute imperative to get a diverse population of people, not just women but minorities, those with other types of backgrounds, disabilities, et cetera, involved because this data is being used to drive decision-making, and if we're all involved and how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely. Lisa, I'm curious about your thoughts on this. >> Oh, I agree with everything Nishita said. I've been passionate about this area. I think it starts with first, we need more role models. We need more role models as women in these leadership roles throughout various sectors. And it really is, it starts with us and helping to pull other women forward. So I think it certainly it's part of my responsibility. I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change to bring more women forward, more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women. We're the largest consumer group in the company yet we're consumers, but we're not builders. This is why it's so important that we start changing that perception of what tech is. And I agree that it starts with our young girls. We know the data shows that we lose our young girls by middle school, very heavy peer pressure. It's not so cool to be smart or do robotics or be good at math and science. We start losing our girls in middle school. So they're not prepared when they go to high school and they're not taking those classes in order to major in these STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing. What is the executive leadership and your goals around diversity and inclusion? How do we invite more diverse population to the decision-making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah, it's really a critical time. And now we're coming to the end of this conversation. I want to ask you Teresa, what would be a call to action to everyone listening, both men and women since it needs to be solved by everyone to address the gender gap in the industry. >> I'd encourage to you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them in those roles, opening your network, giving very candid feedback. And we need men to participate too. There are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita, real quickly, what would be your call to action to everyone? >> I'd say, look around your teams, see who's on them and make deliberate decisions about diversifying those teams, as positions open up, make sure that you have a diverse set of candidates. Make sure that there are women that are part of that team and make sure that you are actually hiring and putting people into positions based on potential, not just experience. >> And real quickly, Lisa, we'll close it out with you. What would your call to action be? >> Well, it's hard to, but Nishita and what Teresa shared, I think were very powerful actions. I think it starts with us taking action at our own table, making sure you're driving diverse panels and hiring, setting goals for the company, having your board engaged and holding us accountable and driving to those goals will help us all see a better outcome with more women at the executive table and diverse populations. >> So I want to talk to you all about a pivotal moment in your career. It could have been a mentorship. It could have been maybe a setback in your career or maybe a time that you really took a risk and it paid off big, something that really helped define your career going forward. Curious what those moments were for you all in your career. Teresa, we'll start with you. >> Sure. I had a great sponsor and he was a white male by the way. He identified some potential in me when I was early in my career about five years in and he really helped pave the way for a number of decisions I made along the way to take different roles in the firm. I was at Deloitte, he's still in my life today. We get together a couple of times a year. And even though we're both retired from Deloitte, we still have that relationship and what that tell me was how to be a great sponsor. And so one of the most satisfying things I did in my career was when I finally got to the place where I was no longer reaching for the next rank of the ladder for myself, I got to turn around and pull through all of these amazing future leaders into roles that were going to help them accelerate their careers. >> What about you, Lisa? >> I think there's been many of those moments. One I'll speak about is having spin 20, 25 years in technology, I had spent my first career in department of defense, moved over to academia and then went to a high-tech firm on their IT side, really in hopes of getting the CIO role having been a CIO, I did not get the CIO role, and really had a decision to make. One of the opportunities that was presented to me was to move to the business side to run a $9 billion P&L on one of the core business units within the company. And of course, I was terrified. It was a very risky decision having never run a P&L before and not starting small going right to the billion dollar mark in terms of (laughs) what that would look like. And frankly decided to seize that opportunity and I've certainly learned in my career that those opportunities that really push you out of your comfort zone that take you down a really completely different path or where the greatest opportunities for growth and learning occur. So I did that role for three and a half years before coming into my current role back to a CIO role at Blue Shield of California in healthcare, and just a tremendous amount of learning, having been on the business side and managing a P&L that I now apply to how I engage with my partners at Blue Shield. >> I couldn't agree more. I think forcing yourself out of that comfort zone is so critical for learning and driving your career for sure. Nishita, what about you? >> Yeah, I agree. Lots of pivotal moments, but I'll talk about one very early in my career, actually was an intern and one of my responsibilities was to help research back then facial recognition technology. And I had to go out there and evaluate vendors and take meetings with vendors and figure out, all right, which ones do we want to actually test? And I remember I was leading a meeting, two of my kind of supervisors were with us. And I know I went through the list of questions and then the meeting kind of ended. And I didn't speak up at that point in time to kind of say here are the next steps or here's what I recommend. I kind of looked at my supervisors to do that. Just assuming they should be wrapping it up and they should be the ones to make a final decision or choice. And after that meeting, he came to me and he's like you know Nishita you did a really nice job in bringing these technologies forward but I wish you would have spoken up because you're the one who've done the most research. And you're the one who has the most background on what we should do next. Next time don't stand by and let someone else be your voice. And it was so powerful for me and I realized, wow, I should have more confidence in myself to be able to actually use my voice and do what I was asked to do versus leave it to someone else because I assumed that I was too junior or I assumed I didn't have enough experience. So that was really pivotal for me early in my career to learn how to use my voice. >> I'm really curious for you, Nishita. What drew you to the industry of data? What was something when you were young that drew you into that space? >> Yeah. So my background is actually in engineering and it's actually funny. It's an electrical engineering and I probably couldn't do another thermal dynamics equation to save my life anymore (laughs). But what drew me to technology was problem solving, right? It was all about how do I take a bunch of data and information and create a new solution, right? Whether it was, how do I create a device? I remember in college, right? Creating a device to go down stadium steps and clean, right? How do I take data for how this machine will interact with the environment in order to create it? So I always viewed it as problem solving and that's what has always attracted me into the field. >> That's great. So, Teresa, I'm curious, at what point did you feel that you really found your voice in your career, in yourself as a part of your professional life? >> Yeah. About 12 years into my career I started working as an M&A partner and I was working with a private equity firm along with their lawyers and other advisors, bankers and so forth. And what I realized in that situation was that I was the expert in what I did. And so, I mean, I found my voice before that in many other ways but that was sort of a moment where I felt like, "I'm here to deliver an expertise to this group of people. And none of them have the expertise that I have. And so I need to just stand firm in my shoes and deliver that expertise with confidence." So that was my example. >> That's great. Well, Lisa, what about you? What was that moment that you felt that you just found your voice kind of in your groove and that confidence kicked in? >> No, I don't know if it was exactly a moment but it was certainly a realization. Right out of college, I was working for the federal government in department of defense and certainly male dominated. And through that realized that to be heard, I had to become very good at what I do. So I built that confidence, frankly, by delivering results and capability and becoming an expert in the work, essentially the services that I provide. And when you become very good at what you do, regardless of what you look like, then people will start to listen. So I think it starts with delivering results. I think you have to build your confidence and through that you find to use your voice so that you are being heard, having worked in department of defense and academia and high tech, I've had to leverage that throughout my entire career ultimately for my voice to be heard, and to be represented within the roles that I was playing. >> That's great. I know one of the things that we've also talked about is just the value, the business value, the importance of having a diverse workforce and a diverse team and the value that that brings to the outcomes. What are some of your strategies to create those types of teams? What, as leaders in your company, you manage a team and what is your advice to them, your strategies to get a diverse pool of candidates and a diverse team. Nishita, what about you? >> I think it's looking beyond what the individual role is, right? So a lot of times we have a role description and you want these certain skills and so (indistinct), or you get a certain set of candidates. I think it's taking a step back and saying, "What are the objectives of my team? What am I trying to accomplish? What types of business acumen do I need on that team? What types of tech acumen, what types of personalities? Do I want people who know how to work with others and therefore bring them together? Do I need people who are also drivers and know how to get things done, right?" It's finding the right chemistry. We have a business chemistry, talk track around. We don't need all different kinds to make a really good team. So I think it's taking a step back and understanding what you need the makeup of your team to be, understanding the hard skills and the soft skills. And then thinking about what are all the sources you could really go to for them and being a little bit non-traditional and saying, "Do I need a full-time person all the time to do this job that's sitting here? Can I be more diverse in finding people from the crowd? Can I have part-time resources? Can I use different pieces and parts of the ecosystem to actually bring together the full team that represents the diversity?" It's just expanding our mind and stop thinking about a role to person, start thinking about it as the makeup of a team, to the outcome you desire. >> It's really about being creative and just thinking in new ways. Teresa, I'm super curious, since you sit on a bunch of different boards, what kind of strategies do you see companies taking to attract different talent? >> So I can address that from the board lens, for sure. And boards are probably one of the least diverse bodies in business right now, but that is changing, and for the better, obviously they were traditionally kind of white male dominated. And then we've had this wave of women joining boards. And now we're starting to see a wave of diverse individuals join boards. And with each person who's diverse that joins a board that I'm on, the dynamic of the discussion changes because they bring a different perspective. They bring a different way of thinking. They came from a different background or a different functional skillset or a different geography or you name, whatever element of diversity you want to see. We just added the head of Apple music to the service in our board. And so you might scratch your head and say, "Wow, the head of Apple music and an enterprise software company that is a B2B software company." But he thinks deeply about how the end user consumes in his case content and in our case software. And so he's able to bring just a completely different perspective to the discussion we have at the board table. And I think at the end of the day, that's what diversity is all about, is improving the outcome of whatever it is. If you're producing something or making important decisions like we do in board rooms. >> That's amazing. Lisa, real quickly, what are some of your strategies? >> Yeah. Well, we know diverse teams actually produce better business results. So there's no reason, there's absolutely no reason why we shouldn't think in that lens. I think it starts with our hiring and the makeup of our teams. I think it requires more than creativity though. You have to be very purposeful. I'm in the process of hiring four leadership positions on my team. And it's really to me, almost like a puzzle piece of diverse perspectives and knowledge and capabilities that come together that ultimately create a high performing team. But I can't tell you how many times I got to go back to HR and say, "I need to see more diverse talent. Are there any more women in the pool?" One of the things we've struggled, we have to get more women into the roles is, and we heard this from Sheryl Sandberg, as women, we feel we need to meet every qualification on an application. Whereas men, "I got a couple I'm good to go." And they throw their name in the hat. They take much more risk than we do as women. So we need to encourage our women to get out of your comfort zone. You don't need to meet every qualification. What Nishita was saying of thinking more broadly about what this role requires and the type of individual that we're looking for, but be purposeful in terms of driving to diversity as our end result. >> That is so true. What you just said. Thank you so much for sharing your insights. It's really interesting to hear all your strategies and thanks for sharing. >> And you're clear.

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to You by Dell Technologies. >>Welcome to the Cubes coverage of Dell Technologies World. The Digital Experience in 2020 I'm Lisa Martin, and I'm pleased to welcome back one of our alumni on the Cube. Joining me is Gil Shorts in the SPP and the Edge Portfolio Strategy at Execution for Dell Technologies. Gil, it's great to see you, even virtually. >>It's great to see you again, Lisa. >>It wouldn't be a Dell Technologies world if I didn't get a chance to talk to you. We didn't have you on the Cube, so we appreciate it. And you are very socially distant from me. I am in California. You're in Israel, so we're following guidelines. But one of the one of the other things that's changed since I've lasting you is you're now in this new role with respect to edge. Tell me a little bit about that. >>Well, a few months ago, the Dell Technologies Management asked me to look after our, um, its strategy and execution. Um, they put me in this role to execute on a strategy that has been developed for a while. Look at the market looking, looking at the opportunity. Onda also, you know, based on where I came from with VX rail looking at similar concept, that would be implemented across the board. And so here I am today in the process of setting up 18 that would help the company to capture that future opportunity. >>Well, congratulations on that. So we've been talking about the edge for a while. It isn't anything new, but talk to us about what's going on from Dell Technologies Perspective. What are some of the things that you're seeing with respect to the value that the Edge will provide two businesses in any industry? >>Um, you're right and he's not new. We have bean at the edge, all of us, the industry, definitely Dell Technologies forever. What's different is that for the last few years, a lot of the applications that are there to capture information and make real time decisions have bean in data centers or in the cloud, and we used to connect all sorts of sensors directly to those of data centers or clouds. Well, now we have too much information. That information is very costly. to move. It takes time to move it. I'm sometimes you don't want to move into a cloud or even your own data center. And so the industry is starting to move more and more. Compute storage, networking towards the edge. Eso It's nothing new, but you know there's use cases. Some of them are all use cases that need to migrate towards where the data is created to be a manufacturing plant or a retail store or or a minor or utility company. And there are a new use cases that are just being enabled by technology by, uh, better connectivity. Um, computer vision. You know, it used to be there in a store. There was a point of sale. Well, now there's a self check out, sometimes with the front detection capability. So all of those presents a fairly drastic change, where some expectation as 75% of the world's data, is created outside of the traditional data center cloud by 2025. And that's why we need to be working towards being the best choice for our customers for the edge applications. >>So, yeah, you quoted Gartner saying that 75% of that cloud enterprised it or the enterprise data is going to be processed outside formal data center or the cloud by 2025 is, you said That's in five short years, hopefully short years when we return to normal, so tremendous amount of change going on. But you also talk about some new use cases. I'm just curious, since the world has so dramatically changed our since we last saw you in person, are any of those use cases driven by the pandemic and how many businesses have had to Tibbett so quickly and change their way of operating? >>Well, that that's a very good example of how edge applications are being being leveraged. Obviously, computer vision, thermal imaging. Um, in some places, though, that's, you know, a very loaded term. You know, some social distancing applications are being created around the world. The the the world is a new way to respond to this, uh, this pandemic. But this pandemic, you know, will come will hopefully go soon. Go away soon when we get the vaccine. Um, but even day to day has changed the we doom or in a digital manner, we leverage more sensors and all sorts of electronic feelers out there. Um, you know, I talked to in agriculture Company recently that they have a robot that looks at their plans every day and decides which one are healthy and which one are sick and what to do about it. Um, they have a robot that follows that one and take section, and I suggested that they should have another robot to just eat the fruits. And, you know, none of us will be required anymore. But the point is, on a mission e no applications are being created because we can, and that that requires real time decision making. And that's why compute and storage and networking are moving towards where the data is created, and hence the growth in edge applications as we see them, >>that really time implication is absolutely critical. And that's something that businesses, whether it's agricultural or construction or retail, for example, or manufacturing that needs that real time insight. We talk about that all the time. We also talk about the term, you know, businesses need to get actionable insights from data, and that's one of those terms, like data driven. That could mean multiple different things. What from Dell technologies perspective, enabling a business to get actionable insights from data. What does that mean from Dell? Text perspective. And how is the edge of facilitator of that? >>Well, I think we need to look at, you know, our value, it our focus, which is in the infrastructure. I'm there. And so if somebody has information created at the edge, they would have their own way to analyze that data. Sometimes it's gonna be people data scientists with another latest application. Many times more and more, it's gonna be machines through machine learning that will analyze the situation and make recommendations. Either way, this environment needs to be up and running. It needs to be resilient. It needs to be outside of the data center, which presents a lot of challenges. Um, it's, you know, fragmented technology that is moving from different places to the edge in multiple multiple physical and environmental constraints. Um, those environments are remote and distributed. It's not in your data center, which means that you need to make sure that you have reliable service and support. You also need to secure it better. Suddenly, there is more entry points of things that people could touch and on great problems for the organization. So our job, in my opinion, is to solve those problems is to say, Look, you know, you need to move towards the edge to analyze your data, to make decisions. We're here to solve that problem and and allow you to do this without making a significant significant trade off, you know, versus doing it in your own data center or in the cloud. >>Yeah, I was talking to one of Dell Technologies customers the other day who has tens of thousands of sensors and cameras all over the world, or maybe great work there. And I'm thinking all of the challenges with respect to the environmental implications or right physical implications. And I was thinking, you know, the business is doing edge in California. The last month would have been very challenged with things like the smoke. How do you help organizations to enable that infrastructure to be reliable under different physical and environmental conditions? >>That's a great question, and I will just say before before I have said specifically that while the physical constraints are something that we usually talk about when we talk about EJ, I actually think that the bigger problem is management. Um, but we're not unaware for the physical requirements. So we are busy delivering recognized short depth. You know, servers we just launched recently. The extra to a platform, Highly ragged eyes, short depth will speak server that can go from minus, you know, sells you some to 55 cents you saw in temperature. Um, or you know, the ability to connect those through, you know, software defined networking. Or if I talk about a little bit of my heritage taking the same extra, too, with the VM or Visa V X range stack and said, you know, putting it out there as a ruggedized but also remotely managed in full stack solution. Um, So you will see us putting out and have bean different form factors front and serviceability, different temperature ranges, a different kind of CPS, all of those. But I will also tell you that we're gonna focus heavily on the way to manage those and secure them and update them because I think that's where the simplification comes, not just from the form factor of themselves. >>Yeah, that has been the heterogeneous and and very widely distributed nature of the H has been a barrier for businesses for quite a while. Can you unpack that a little bit? Mawr In terms of the simplification of the management, How is Dele? Technology is going to enable a business to achieve that. >>Well, let's start with what? What? What we have out there in the market today. Somebody could have a cloud native application developed, you know, maybe even all containerized. And they could run it on tansy t k g on the VX rail, and they could run it in thousands of locations around the world. I'm centrally managing all of those Andre the phone factors being, you know, regular server or ragged, A server. Um, the ability to run your edge application as an extension off your cloud model is also very important getting to consistent operation. So, for example, somebody is using VM, or Cloud Foundation in their data center. Could leverage that recently large capability off multiple multi classroom manager. So now you have a central VM or club foundation managing multiple classes out there on DSO, we bring together the physical attributes and the management attributes on at the same time. Um, if you expand on it I also think the Dell will have to meet customers where they are with, you know, the the ability to get simplifying and automate solutions for their choice off applications where they are today. And so that's what we're going to be working towards. >>So when you're talking with customers who are either looking to expand their edge operations, simplify them like you were just talking about, or even those businesses that are looking to explore and exploit the edge for operational improvement and maybe being able to deliver a better customer experience. I'd love to know how you approach those different customers. For example, I know that Dell says Don't consider the edge of separate problem. >>That's true the and I don't think customers look at the edges a separate problem either. In other words, the most conversations today would would look at in architecture that has some cloud and some edge. That cloud could be in their own hybrid cloud solution in the data center or a hyper scaler solution that they're running on. Um, if you think about the most generic problem at the edge, it's an analytics problem, right? So we know. So we know the data is created at the edge, it's going to be analyzed by definition. If you talk about machine learning, for example, parts would happen at the edge. What would happen in the data center or in the cloud? Um, if you look at any other type of analytics, you'll make some real time decisions. But save some of the information back in the cloud. So it's not a separate decision anymore. It's got to be somehow connected to your infrastructure. And I think that also learns toe. More and more organizations are putting together the O. T. What we call it operational technology in the i t. Um, when they're trying to leverage I t best practices in the OT space, and I think that's how they're coming together, right, you have to transform. You need to do something with the data. You look at a new architectures. I t brings that cloud or hybrid cloud or distributed computer architectures er into those more traditional environments. >>A little bit about that we've tried and we've talked about the I T. O T. Convergence and relationships in the past many times on the queue. But that's an essential component here, so that not only can a business really face those barriers, confront them and eliminate them, but it's also sometimes a bit culturally challenging. What do you see when you talk with customers and you recognize that's one of the things that they need to do with the line? I t n ot what? Your recommendations there, >>Um, first of all is I always wonder if ot people now we're calling them ot people. I certainly know that I t people are identified as I d. I think multi people are head of engineering head of production. You know, they run their businesses and and they've been doing things they you know, it's not like they haven't been doing even the analysis. Even nothing really is New Year. But they would use the, you know, the machine manufacturer on prem solution or a cloud solution to many specific so solutions worm or bespoke or specific specific machine specific problems. Oh, the advent off edge computing and those environments moving closer to the edge and the architecture unable to consolidate, by the way one of the strength until technology has. And so instead of just solving a you know, a A I don't know. Machine maintenance schedule or improvement in a plan. We can have an environment that's all that and possibly the video surveillance and maybe the plan. TRP. There is no need anymore to solve any problems specifically with a specific solution. That's where I t comes in, because that's what I T has been doing for a long time. So that conversation that bridge between solving specific problem and putting together an architectural ER that could consolidate multiple use cases and be part of an overall cloud our data center to its strategy. It's very, very helpful for both sides because because it's it's very effective. Um, I think more and more customers are realizing that that was conversations are happening and I t is being put into recommend a solution. So Andi, I think in fact, there's some research that shows that that is happening, Andi, that sets us up to have the right conversation with right, um, owners in those accounts. >>That's excellent. That brings up another question. I had you mentioned the word bespoke a minute or so ago, and I thought, you know so many of the of the edge deployments. There's complexity there. There might be unique requirements depending on business, depending on vertical. What's Dell Technologies approach to tackling the edge? Consistently like like the top three things that you go to with every opportunity every day appointment that you know, these three things fundamentally must be and part of the foundation. >>I think we touched on those. I think the recognition that it's part of a larger strategy is one. And so it's gonna be playing along in that you know that strategy, that data center to edge or cloud strategy. Um, the other one is the management that you put in place. And so, by the way, even even a few things that we we are gap today, which is why we are investing in the edge. Um, like the ability to provision with zero touch simplifying that experience, though we are very good at life cycle management, for example, which is the next thing. So it's that consistent operation between core and edge, which is very important. It's the physical constraints that have to be addressed in, I think, more important than anything is the ability to get support because you can't be everywhere that is considered for us and that you need somebody to be there in Tel. Um, you know, his people almost everywhere around the world that can be there on on a short notice to take care of problems. Moreover, many of our technologies dial home, and so we know when things happen even before they do. Um so I think sometimes people mention enterprise. Great. You know, it's It's a very important consideration to look at those edge. Sometimes people think that edge is small and possibly not as, um um, requiring as a Davis and replication. In my opinion, the workloads that are now going to the head require enterprise grade treatment and to end. And so you know, it's it's the management. It's the physical environment in the support that you may require that are very common. >>Excellent. Thank you. So last question for you. Since we don't get to do a physical Dell Technologies world this year, hopefully we will again one day soon. I want to know in this new role what are you you're excited about with respect to edge when you're engaging with customers, presumably over video conferencing. What are some of the things that you see that you're really excited about safe for the next sector. 12 months? >>Well, look, from a business perspective. Clearly, um, the the pendulum is swinging our way in a sense of customer need. What we have, which is very nice, because you can solve customer problems with a lot of experience and a amazing portfolio, though it has some gaps that we're gonna work on, Which is why you know what we're investing from a personal standpoint, it's It's kind of a rare opportunity to touch real life things. If that makes any sense, Every conversation is about tangible things that people do. They manufacturer, they save lives. They are growing plants. Um, it is. It has a very physical element that makes makes it so much more interesting. It also the edges. You know, it's the one area that we deal with. It has a paan almost in every sentence, so you can go for a conversation without anybody or anybody can >>Ugo. Now let's let's end it with a great panel for the edge. >>I know So what? No, I'm just saying, maybe I'm living on the edge. Who knows? >>Oh, nice living on the edge. I think that's what we're all doing during this coven. 19. Well, Gil, it's been so great to have you back on the Cube. Thank you for your time. I look forward to seeing you. Hopefully the next event in person. >>I hope so too. Lisa. Good to see you. >>Likewise. Bar Guillotine Arnson. I'm Lisa Martin. You're watching the cubes. Coverage of Dell Technologies, World 2020. A digital experience.

>>from Santa Clara, California. In the heart of Silicon Valley, it's the queue covering altitude 2020. Brought to you by aviatrix. >>Next panel is the aviatrix certified engineers, also known as Aces. This is the folks that are certified their engineering. They're building these new solutions. Please welcome Toby Foster Informatica Stacy Linear from terror data. And Jennifer read with Victor Davis to the stage. >>So we're gonna show you a jacket. Yeah, I get it. >>I was just gonna I was just gonna really rib you guys. See? Where's your jackets? And Jen's got the jacket on. Okay. >>Good. Love. The aviators. Aces, Pilot gear. They're above the clouds. Storage to new heights. So guys, aviatrix pace is love the name. I think it's great. Certified. This is all about getting things engineered. So that level of certification I want to get into that. But first take us through the day in the life on a SAS. And just to point out, Stacy's a squad leader. So he's He's like Squadron leader, quadrant leader, quadrant leader. So it's got a bunch of pieces underneath him, but share your perspective day in the life. We'll start with you. >>Sure, So I have actually a whole team that works for me both in the in the North America, both in the U. S. And in Mexico. And so I'm eagerly working to get them certified as well, so I can become a squad leader myself. But it's important because one of the critical gaps that we found is people having the networking background. Because there you graduate from college and you have a lot of computer science background. You can program. We've got python, but now working and packets they just don't get. And so just taking them through all of the processes that it's really necessary to understand when you're troubleshooting is really critical. And, um, because you're going to get an issue where you need to figure out where, exactly is that happening on the network, you know, is by my issue just in a vpc is on the instant side is a security group or is it going on prim? And is this something actually embedded within Amazon itself? I mean, I trouble shot an issue for about six months going back and forth with Amazon, and it was the VW VPN because they were auto scaling on two sides, and we ended up having to pull out the Cisco's and put in aviatrix so I could just say OK, it's fixed and actually actually help the application teams get to that and get it solved. But I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network The way I see the network, I mean, look, I've been doing this for 25 years, but I got out when I went in the Marine Corps. That's what I did and coming out The network is still the network, but people don't get the same training they get. They got >>just so he just write some software that takes care of itself, but we'll come back to that. I want to come back to that problem solve with Amazon, but I think the only thing I have to >>add to that is that it's always the network as long as I've been in. Networking has always been the network's fault. If you're in the I'm even to this day, you know, still, networks fault, and part of being a network guy is that you need to prove when it is and when It's not your fault. And that means you need to know a little bit about 100 different things. Make that >>And now you got a full stack. Dev Ops, you know, a lot more time. Another 100 times are changing your squadron leader. I get that right. What is? What is the squadron leader first? Could you describe what it is? I think probably just leading off with network components of it. But they from my perspective when you think about what you asked them was it's about no issues and the escalations off my days like that. That's a good outcome. That's a good day. Is a good day's a good day for you. Mention the Amazon. This brings up a good point when you have these new waves come in. You have a lot of new things. New use cases, a lot of the finger point against that guy's problem that girls problems. So what? How do you solve that? And how do you get the young guns up to speed? Is there training is that this with a certification comes in, >>whatever the certification is really going to come in I know when we, uh, we got together at reinvent one of the questions that that we had with with Steven the team was What? What should our certification look like? You know, she would just be teaching about what aviatrix troubleshooting brings to bear. But what should that be like? And I think Toby and I was like, No, no, no, no, that's going a little too high. We need to get really low because the better someone can get actually understanding what's actually happening in the network and where to actually troubleshoot the problem, how to step back each of those processes. Because without that, it's just a big black box and they don't know, you know, because everything is abstracted in Amazon and a Net and Azure and Google, it's abstracted in there. These virtual gateways they have VPN is that you just don't have the logs on is you just don't know. And so then what tools can you put in front of them of where they can look because there are full logs? Well, as long as they turned on the flow logs when I built it, you know, and there's like each one of those little things that well, if they had decided to do that when they built it, it's there. But if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through the teaching them how to read act. Even >>so, we were talking before we came on up on stage about your career. You've been networking all your time, and then, you know, you're no mentoring a lot of younger people. How is that going? Because the people who come in fresh, they don't have all the old war stories they don't talk about, You know, it's never fall. I walk in bare feet in the snow when I was your age, so easy now, right? They say, What's your take on how you train the young piece? >>So I've noticed two things. One is that they are up to speed a lot faster in generalities of networking. They can tell you what network is in high school level now where I didn't learn that until midway through my career, and they're learning it faster, but they don't necessarily understand why it's that way here, you know, everybody thinks that it's always slash 24 for a submit, and they don't understand why you can break it down. Smaller. What? It's really necessary. So the ramp up speed is much faster for these guys that are coming in, but they don't understand why. And they need some of that background knowledge to see where it's coming from. And why is it important? And that's old guys. That's where we thrive. >>Jennifer, you mentioned you got in from the Marines helps. But when you got into networking, how what was it like that? And compare it now? Almost like we heard earlier. Static versus Dynamic. Don't be static. And then you just set the network. You got a perimeter? >>Yeah. No, there was no such thing. Yeah, no. So, back in the day, I mean, yeah, I mean, we had banyan vines for email, you know, we had token ring and I had to set up token ring networks and figure out why that didn't work. Because how many of things were actually sharing it, But then actually, just cutting fiber and running fiber cables and dropping them over, you know, shelters to plug them in, and Oh, crap. They swung it too hard and shattered. And I got a great polish this thing and actually shoot like to see if it works. I mean, that was the network crypt. Five cat, five cables to run an Ethernet, you know? And then from that to set network switches. Dumb switches like those were the most common ones you had then, actually configuring routers and, you know, logging into a Cisco router and actually knowing how to configure that. And it was funny because I had gone all the way up. It was a software product manager for a while, So I've gone all the way up the stack. And then, ah, two and 1/2 3 years ago, I came across, too, to work with NTT Group that became Victor Davis. But we went to help one of our customers, Avis, and it was like, Okay, so we need to fix the network. Okay, I haven't done this in 20 years, but all right, let's get to it, you know, because it really fundamentally does not change. It's still the network. I mean, I've had people tell me Well, you know, when we go to containers, we will not have to worry about the network. And I'm like, Yeah, you don't I >>dio. And then with this with program ability is really interesting. So I think this brings up the certification. What are some of the new things that people should be aware of that come in with the aviatrix? A certification? What are some of the highlights? Can you guys share some of the highlights around certifications? >>I think some of the importance is that its it doesn't need to be vendor specific for network generality or basic networking knowledge. And instead of learning how Cisco does something or how Palo Alto does something, we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solve it in a general. That's true in Multi Cloud as well. You can't learn how cloud networking works without understanding how AWS and Measure and GC P r. All slightly the same, but slightly different and some things work and some things don't. I think that's probably the number one take. >>I think having a certification across clouds is really valuable because we heard the global outside of the business issues. What does it mean to do? That code is that networking is the configurations that aviatrix what is the state matrix is a certification, but what is it about the multi cloud that makes it multi networking and multi vendor? But the >>easy answer is yes, >>yes, it's >>all got to be a general. Let's get your hands and you have to be >>right. And it takes experience because it's every every cloud vendor has their own certification. Um, whether that stops and, um, advanced networking and events, security or whatever it might be. Yeah, they can take the test, but they have no idea how to figure out what's wrong with that system in the same thing with any certification. But it's really getting your hands in there. And actually having to troubleshoot the problems, you know, actually work the problem, you know, and calm down. It's going to be OK because I don't know how many calls I've been on or even had aviatrix join me on. It's like, Okay, so everyone calm down. Let's figure out what's happening. It's like we've looked at that screen three times looking at it again. It's not going to solve that problem, right, But at the same time, remaining calm. But knowing that it really is, I'm getting a packet from here to go over here. It's not working. So what could be the problem, you know, and actually stepping them through those scenarios. But that's like, you only get that by having to do it, you know, and and seeing it and going through it. And >>I have a question. So, you know, I just see it. We started this program maybe six months ago. We're seeing a huge amount of interest. I mean, where oversubscribed on all the training sessions, we've got people flying from around the country, even with Corona virus flying to go to Seattle to go to these events were over >>subscribed. Good is that originally they would put their Yeah. Is >>that something that you see in your organizations? Are you recommending that two people do you see? I mean, I'm just I guess I'm surprised. I'm not surprised, but I'm really surprised by the demand, if you would of this multi cloud network certification. Is there really isn't anything like that? Is that something you guys could comment on? That do you see the same things in your organization I see from >>my side Because we operate in a multi cloud environments that really helps. It's beneficial. Yeah, >>I think I would add that, um, networking guys have always needed to use certifications to prove that they know what they know. It's not good enough to say. Yeah, I know. I p addresses are I know how the network works and a couple little check marks. Our little letters by your helps give you validity. So even in our team, we can say, Hey, you know, we're using these certifications to know that you know enough of the basics and enough of the understandings that you have the tools necessary, >>right? So I guess my final question for you guys is why and a certification is relevant. And then second part is share with Livestream folks who aren't yet a certified or might want to jump in to be aviator certified engineers. Why is it important? So why is it relevant? And why should someone want to be a certified engineer? >>I think my V is a little different. I think certification comes from proving that you have the knowledge not proving that you get a certification to get. I mean, they're backwards. So when you've got the training and the understanding in the you use that to prove and you can, like, grow your certification list with it versus studying for a test to get a certification and have no understanding of >>that. So that who is the right person that look at this and saying I'm qualified is a network engineer. Is that a Dev ops person? What your view? Is it a certain >>you know, I think Cloud is really the answer. It's the as we talked like the edge is getting eroded. So is the network definition getting eroded? We're getting more and more of some network. Some develop some security lots and lots of security. Because network is so involved in so many of them, that's just the next progression. >>You want to add something there, I would say expand that to more automation engineers because we have those now, so I'm probably extended >>Well, I think the training classes themselves are helpful, especially the entry level ones for people who maybe quote unquote cloud architects. But I've never done anything in networking for them to understand why we need those things to really work, Whether or not they go through it. Eventually get a certification is something different. But I really think fundamentally understanding how these things work. It makes them a better architect. Make some better application developer, but even more so as you deploy more of your applications into the cloud. Really getting an understanding even from our people have tradition down on Prem networking. They can understand how that's gonna work in the cloud. >>I know we've got just under 30 seconds left. I want to get one more question than just one more for the folks watching that are maybe younger than I don't have. The networking training from your experience is, each of you can answer. Why should they know about networking? What's the benefit? What's in it for them? Motivate them, share some insights and why they should go with the deeper and networking space we'll start with. You know, I would say it's probably fundamental right after delivery solutions networking. Use the very top. I >>would say. If you fundamental of an operating system running on a machine, how those machines talk together, um, is a fundamental change is something that starts from the base and work your way up. >>Well, I think it's a challenge because you've come from top down. Now you're going to start looking from bottom up, and you want those different systems to cross, communicate and say you built something and your overlapping eyepiece space. Not that that doesn't happen. But how can I actually make that still operate without having to re? I re platform? It's like those challenges, like those younger developers or Cisco engineers can really start to get their hands around and understand those complexities and bring that forward in their careers. >>And, you know, the pipes are working plumbing. >>That's right. >>And they know how it works. How to code it. >>That's right. >>Awesome. Thank you, guys for great insights. Ace certified engineers, also known as aces, give a round of applause. >>Yeah, Yeah, that's great. Thank you. Okay, alright, that >>concludes my portion. Thank you, Steve. Thanks for having >>on. Thank you very much. That was fantastic. Everybody >>running with John Furrier. Yeah. So Great event. Great event. I'm >>not gonna take along with that. We got lunch outside for the people here. Just a couple of things. I just called action, right? So we saw the aces. You know, for those of you out of the stream here, become a certified. It's great for your career. Is great for not knowledge is is fantastic. It's not just an aviatrix thing. It's going to teach you about cloud networking, multi cloud networking with a little bit of aviatrix, exactly what the Cisco CC IE program was for I p Network. That type of the thing that's number one second thing is, is is learn, right? So there's a There's a link up there for the for to join the community, get like I started this. This is a community. This is the kickoff to this community, and it's a movement. So go to what may be community dot IBM dot com. Starting a community of multi cloud. So you get trained learn. I'd say the next thing is we're doing over 100 seminars in across the United States and also starting into Europe. Soon we will come out and we'll actually spend a couple hours and talk about architecture and talk about those beginning things. For those of you on the you know, on the live stream in here as well. You know, we're coming to a city near you. Go to one of those events. It's a great way to network with other people that are in the industry as well is to start to learn and get on that multi cloud journey. And then I'd say the last thing is, you know, we haven't talked a lot about what aviatrix does here, and that's intentional. We want you, you know, leaving with wanting to gnome or and schedule get with us and schedule a multi our architecture workshop sessions. So we we sit down with customers and we talk about where they're at in that journey and, more importantly, where they're going and define that end state architecture from networking, compute storage, everything and everything you've heard. Today. Every panel kept talking about architecture, talking about operations. Those are the types of things that we saw. We help. You could define that canonical architecture that system architecture, that's yours. So for so many of our customers, they have three by five plotted lucid charts, architecture, drawings, and it's the customer name slash aviatrix our network architecture, and they put it on the whiteboard that's what we and that's the most valuable thing they get from us. So this becomes there 20 year network architecture, drawing that. They don't do anything without talking us. And look at that architecture. That's what we do in these multi hour workshop sessions with customers. And that's super super powerful. So if you're interested, definitely call us. And let's schedule that with our team. So anyway, I just want to thank everybody on the livestream. Thank everybody here. Hopefully it was It was very useful. I think it waas and join the movement. And for those of you here, join us for lunch and thank you very much. >>Yeah, >>yeah, yeah.

(electronic music) >> From Santa Clara, California in the heart of Silicon Valley, its theCUBE. Covering Altitude 2020, brought to you by Aviatrix. (electronic music) >> Female pilot: Good morning, ladies and gentlemen, this is your captain speaking, we will soon be taking off on our way to altitude. (upbeat music) Please keep your seat belts fastened and remain in your seat. We will be experiencing turbulence, until we are above the clouds. (thunder blasting) (electronic music) (seatbelt alert sounds) Ladies and gentlemen, we are now cruising at altitude. Sit back and enjoy the ride. (electronic music) >> Female pilot: Altitude is a community of thought leaders and pioneers, cloud architects and enlightened network engineers, who have individually and are now collectively, leading their own IT teams and the industry. On a path to lift cloud networking above the clouds. Empowering enterprise IT to architect, design and control their own cloud network, regardless of the turbulent clouds beneath them. It's time to gain altitude. Ladies and gentlemen, Steve Mullaney, president and CEO of Aviatrix. The leader of multi-cloud networking. (electronic music) (audience clapping) >> Steve: All right. (audience clapping) Good morning everybody, here in Santa Clara as well as to the millions of people watching the livestream worldwide. Welcome to Altitude 2020, all right. So, we've got a fantastic event, today, I'm really excited about the speakers that we have today and the experts that we have and really excited to get started. So, one of the things I wanted to share was this is not a one-time event. This is not a one-time thing that we're going to do. Sorry for the Aviation analogy, but, you know, Sherry Wei, aviatrix means female pilot so everything we do has an aviation theme. This is a take-off, for a movement. This isn't an event, this is a take-off of a movement. A multi-cloud networking movement and community that we're inviting all of you to become part of. And why we're doing that, is we want to enable enterprises to rise above the clouds, so to speak and build their network architecture, regardless of which public cloud they're using. Whether it's one or more of these public clouds. So the good news, for today, there's lots of good news but this is one good news, is we don't have any PowerPoint presentations, no marketing speak. We know that marketing people have their own language. We're not using any of that, and no sales pitches, right? So instead, what are we doing? We're going to have expert panels, we've got Simon Richard, of Gartner here. We've got ten different network architects, cloud architects, real practitioners that are going to share their best practices and their real world experiences on their journey to the multi-cloud. So, before we start, everybody know what today is? In the U.S., it's Super Tuesday. I'm not going to get political, but Super Tuesday there was a bigger, Super Tuesday that happened 18 months ago. And Aviatrix employees know what I'm talking about. Eighteen months ago, on a Tuesday, every enterprise said, "I'm going to go to the cloud". And so what that was, was the Cambrian explosion, for cloud, for the enterprise. So, Frank Cabri, you know what a Cambrian explosion is. He had to look it up on Google. 500 million years ago, what happened, there was an explosion of life where it went from very simple single-cell organisms to very complex, multi-cell organisms. Guess what happened 18 months ago, on a Tuesday, I don't really know why, but every enterprise, like I said, all woke up that day and said, "Now I'm really going to go to cloud" and that Cambrian explosion of cloud meant that I'm moving from a very simple, single cloud, single-use case, simple environment, to a very complex, multi-cloud, complex use case environment. And what we're here today, is we're going to go undress that and how do you handle those, those complexities? And, when you look at what's happening, with customers right now, this is a business transformation, right? People like to talk about transitions, this is a transformation and it's actually not just a technology transformation, it's a business transformation. It started from the CEO and the Boards of enterprise customers where they said, "I have an existential threat to the survival of my company." If you look at every industry, who they're worried about is not the other 30-year-old enterprise. What they're worried about is the three year old enterprise that's leveraging cloud, that's leveraging AI, and that's where they fear that they're going to actually wiped out, right? And so, because of this existential threat, this is CEO led, this is Board led, this is not technology led, it is mandated in the organizations. We are going to digitally transform our enterprise, because of this existential threat and the movement to cloud is going to enable us to go do that. And so, IT is now put back in charge. If you think back just a few years ago, in cloud, it was led by DevOps, it was led by the applications and it was, like I said, before the Cambrian explosion, it was very simple. Now, with this Cambrian explosion, an enterprise is getting very serious and mission critical. They care about visibility, they care about control, they care about compliance, conformance, everything, governance. IT is in charge and that's why we're here today to discuss that. So, what we're going to do today, is much of things but we're going to validate this journey with customers. >> Steve: Did they see the same thing? We're going to validate the requirements for multi-cloud because, honestly, I've never met an enterprise that is not going to be multicloud. Many are one cloud today but they all say, " I need to architect my network for multiple clouds", because that's just what, the network is there to support the applications and the applications will run in whatever cloud it runs best in and you have to be prepared for that. The second thing is, is architecture. Again, with IT in charge, you, architecture matters. Whether its your career, whether its how you build your house, it doesn't matter. Horrible architecture, your life is horrible forever. Good architecture, your life is pretty good. So, we're going to talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network. If you don't get that right, nothing works, right? Way more important than compute. Way more important than storage. Network is the foundational element of your infrastructure. Then we're going to talk about day two operations. What does that mean? Well day one is one day of your life, where you wire things up they do and beyond. I tell everyone in networking and IT -- it's every day of your life. And if you don't get that right, your life is bad forever. And so things like operations, visibility, security, things like that, how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud, it's actually about how do I operationalize it? And that's a huge benefit that we bring as Aviatrix. And then the last thing we're going to talk and it's the last panel we have, I always sayyou can't forget about the humans, right? So all this technology, all these things that we're doing, it's always enabled by the humans. At the end of the day, if the humans fight it, it won't get deployed. And we have a massive skills gap, in cloud and we also have a massive skills shortage. You have everyone in the world trying to hire cloud network architects, right? There's just not enough of them going around. So, at Aviatrix, we said as leaders do, "We're going to help address that issue and try to create more people." We created a program, what we call the ACE Program, again, aviation theme, it stands for Aviatrix Certified Engineer. Very similar to what Cisco did with CCIEs where Cisco taught you about IP networking, a little bit of Cisco, we're doing the same thing, we're going to teach network architects about multicloud networking and architecture and yeah, you'll get a little bit of Aviatrix training in there, but this is the missing element for people's careers and also within their organizations. So we're going to go talk about that. So, great, great event, great show. We're going to try to keep it moving. I next want to introduce, my host, he is the best in the business, you guys have probably seen him multiple, many times, he is the co-CEO and co founder of theCUBE, John Furrier. (audience clapping) (electronic music) >> John: Okay, awesome, great speech there, awesome. >> Yeah. >> I totally agree with everything you said about the explosion happening and I'm excited, here at the heart of silicon valley to have this event. It's a special digital event with theCUBE and Aviatrix, where we're live-streaming to, millions of people, as you said, maybe not a million. >> Maybe not a million. (laughs) Really to take this program to the world and this is really special for me, because multi-cloud is the hottest wave in cloud. And cloud-native networking is fast becoming the key engine, of the innovations, so we got an hour and a half of action-packed programming. We have a customer panel. Two customer panels. Before that Gartner's going to come out, talk about the industry. We have global system integrators, that will talk about, how their advising and building these networks and cloud native networking. And then finally the ACE's, the Aviatrix Certified Engineers, are going to talk more about their certifications and the expertise needed. So, let's jump right in, let's ask, Simon Richard to come on stage, from Gartner. We'll kick it all off. (electronic music) (clapping) >> John: Hi, can I help you. Okay, so kicking things off, getting started. Gartner, the industry experts on cloud. Really kind of more, cue your background. Talk about your background before you got to Gartner? >> Simon: Before being at Gartner, I was a chief network architect, of a Fortune 500 company, that with thousands of sites over the world and I've been doing everything in IT from a C programmer, in the 90, to a security architect, to a network engineer, to finally becoming a network analyst. >> So you rode the wave. Now you're covering the marketplace with hybrid cloud and now moving quickly to multi-cloud, is really what everyone is talking about. >> Yes. >> Cloud-native's been discussed, but the networking piece is super important. How do you see that evolving? >> Well, the way we see Enterprise adapting, cloud. The first thing you do about networking, the initial phases they either go in a very ad hoc way. Is usually led by none IT, like a shadow IT, or application people, sometime a DevOps team and it just goes as, it's completely unplanned. They create VPC's left and right with different account and they create mesh to manage them and they have Direct Connect or Express Route to any of them. So that's the first approach and on the other side. again within our first approach you see what I call, the lift and shift. Where we see like enterprise IT trying to, basically replicate what they have in a data center, in the Cloud. So they spend a lot of time planning, doing Direct Connect, putting Cisco routers and F5 and Citrix and any checkpoint, Palo Alto device, that in a sense are removing that to the cloud. >> I got to ask you, the aha moment is going to come up a lot, in one our panels, is where people realize, that it's a multi-cloud world. I mean, they either inherit clouds, certainly they're using public cloud and on-premises is now more relevant than ever. When's that aha moment? That you're seeing, where people go, "Well I got to get my act together and get on this cloud." >> Well the first, right, even before multi-cloud. So there is two approach's. The first one, like the adult way doesn't scare. At some point IT has to save them, 'cause they don't think about the tools, they don't think about operation, they have a bunch of VPC and multiple cloud. The other way, if you do the lift and shift way, they cannot take any advantages of the cloud. They lose elasticity, auto-scaling, pay by the drink. All these agility features. So they both realize, okay, neither of these ways are good, so I have to optimize that. So I have to have a mix of what I call, the cloud native services, within each cloud. So they start adapting, like all the AWS Construct, Azure Construct or Google Construct and that's what I call the optimal phase. But even that they realize, after that, they are all very different, all these approaches different, the cloud are different. Identities is constantly, difficult to manage across clouds. I mean, for example, anybody who access' accounts, there's subscription, in Azure and GCP, their projects. It's a real mess, so they realized, well I don't really like constantly use the cloud product and every cloud, that doesn't work. So I have, I'm going multi-cloud, I like to abstract all of that. I still want to manage the cloud from an EPI point of view, I don't necessarily want to bring my incumbent data center products, but I have to do that and in a more EPI driven cloud environment. >> So, the not scaling piece that you where mentioning, that's because there's too many different clouds? >> Yes. >> That's the least they are, so what are they doing? What are they, building different development teams? Is it software? What's the solution? >> Well, the solution is to start architecting the cloud. That's the third phase. I called that the multi-cloud architect phase, where they have to think about abstraction that works across cloud. Fact, even across one cloud it might not scale as well, If you start having like ten thousand security agreement, anybody who has that doesn't scale. You have to manage that. If you have multiple VPC, it doesn't scale. You need a third-party, identity provider. In variously scales within one cloud, if you go multiple cloud, it gets worse and worse. >> Steve, weigh in here. What's your thoughts? >> I thought we said this wasn't going to be a sales pitch for Aviatrix. (laughter) You just said exactly what we do, so anyway, that's a joke. What do you see in terms of where people are, in that multi-cloud? So, like lot of people, you know, everyone I talk to, started at one cloud, right, but then they look and then say okay but I'm now going to move to Azure and I'm going to move to... (trails off) Do you see a similar thing? >> Well, yes. They are moving but there's not a lot of application, that uses three cloud at once, they move one app in Azure, one app in AWS and one app in Google. That's what we see so far. >> Okay, yeah, one of the mistakes that people think, is they think multi-cloud. No one is ever going to go multi-cloud, for arbitrage. They're not going to go and say, well, today I might go into Azure, 'cause I get a better rate on my instance. Do you agree? That's never going to happen. What I've seen with enterprise, is I'm going to put the workload in the app, the app decides where it runs best. That may be Azure, maybe Google and for different reasons and they're going to stick there and they're not going to move. >> Let me ask you guys-- >> But the infrastructure, has to be able to support, from a networking team. >> Yes. >> Be able to do that. Do you agree with that? >> Yes, I agree. And one thing is also very important, is connecting to the cloud, is kind of the easiest thing. So, the wide area network part of the cloud, connectivity to the cloud is kind of simple. >> Steve: I agree. >> IP's like VPN, Direct Connect, Express Route. That's the simple part, what's difficult and even the provisioning part is easy. You can use Terraform and create VPC's and Vnet's across your three cloud provider. >> Steve: Right. >> What's difficult is that they choose the operation. So we'll define day two operation. What does that actually mean? >> Its just the day to day operations, after you know, the natural, lets add an app, lets add a server, lets troubleshoot a problem. >> Something changes, now what do you do? >> So what's the big concerns? I want to just get back to the cloud native networking, because everyone kind of knows what cloud native apps are. That's been the hot trend. What is cloud native networking? How do you guys, define that? Because that seems to be the hardest part of the multi-cloud wave that's coming, is cloud native networking. >> Well there's no, you know, official Gartner definition but I can create one on the spot. >> John: Do it. (laughter) >> I just want to leverage the Cloud Construct and the cloud EPI. I don't want to have to install, like a... (trails off) For example, the first version was, let's put a virtual router that doesn't even understand the cloud environment. >> Right. If I have if I have to install a virtual machine, it has to be cloud aware. It has to understand the security group, if it's a router. It has to be programmable, to the cloud API. And understand the cloud environment. >> And one thing I hear a lot from either CSO's, CIO's or CXO's in general, is this idea of, I'm definitely not going API. So, its been an API economy. So API is key on that point, but then they say. Okay, I need to essentially have the right relationship with my suppliers, aka you called it above the clouds. So the question is... What do I do from an architectural standpoint? Do I just hire more developers and have different teams, because you mentioned that's a scale point. How do you solve this problem of, okay, I got AWS, I got GCP, or Azure, or whatever. Do I just have different teams or do I just expose EPI's? Where is that optimization? Where's the focus? >> Well, I think what you need, from a network point of view is a way, a control plane across the three clouds. And be able to use the API's of the cloud, to build networks but also to troubleshoot them and do day to day operation. So you need a view across the three clouds, that takes care of routing, connectivity. >> Steve: Performance. >> John: That's the Aviatrix plugin, right there. >> Steve: Yeah. So, how do you see, so again, your Gartner, you see the industry. You've been a network architect. How do you see this this playing out? What are the legacy incumbent client server, On Prem networking people, going to do? >> Well they need to.. >> Versus people like a Aviatrix? How do you see that playing out? >> Well obviously, all the incumbents, like Arista, Cisco, Juniper, NSX. >> Steve: Right. >> They want to basically do the lift and shift part, they want to bring, and you know, VMware want to bring in NSX on the cloud, they call that "NSX everywhere" and Cisco want to bring in ACI to the cloud, they call that "ACI Anywhere". So, everyone's.. (trails off) And then there's CloudVision from Arista, and Contrail is in the cloud. So, they just want to bring the management plane, in the cloud, but it's still based, most of them, is still based on putting a VM in them and controlling them. You extend your management console to the cloud, that's not truly cloud native. >> Right. >> Cloud native you almost have to build it from scratch. >> We like to call that cloud naive. >> Cloud naive, yeah. >> So close, one letter, right? >> Yes. >> That was a big.. (slurs) Reinvent, take the T out of Cloud Native. It's Cloud Naive. (laughter) >> That went super viral, you guys got T-shirts now. I know you're loving that. >> Steve: Yeah. >> But that really, ultimately, is kind of a double-edged sword. You can be naive on the architecture side and ruleing that. And also suppliers or can be naive. So how would you define who's naive and who's not? >> Well, in fact, their evolving as well, so for example, in Cisco, it's a little bit more native than other ones, because there really is, "ACI in the cloud", you can't really figure API's out of the cloud. NSX is going that way and so is Arista, but they're incumbent, they have their own tools, its difficult for them. They're moving slowly, so it's much easier to start from scratch. Even you, like, you know, a network company that started a few years ago. There's only really two, Aviatrix was the first one, they've been there for at least three or four years. >> Steve: Yeah. >> And there's other one's, like Akira, for example that just started. Now they're doing more connectivity, but they want to create an overlay network, across the cloud and start doing policies and things. Abstracting all the clouds within one platform. >> So, I got to ask you. I interviewed an executive at VMware, Sanjay Poonen, he said to me at RSA last week. Oh, there'll only be two networking vendors left, Cisco and VMware. (laughter) >> What's you're response to that? Obviously when you have these waves, these new brands that emerge, like Aviatrix and others. I think there'll be a lot of startups coming out of the woodwork. How do you respond to that comment? >> Well there's still a data center, there's still, like a lot, of action on campus and there's the wan. But from the cloud provisioning and cloud networking in general, I mean, they're behind I think. You know, you don't even need them to start with, you can, if you're small enough, you can just keep.. If you have AWS, you can use the AWS construct, they have to insert themselves, I mean, they're running behind. From my point of view. >> They are, certainly incumbents. I love the term Andy Jess uses at Amazon web services. He uses "Old guard, new guard", to talk about the industry. What does the new guard have to do? The new brands that are emerging. Is it be more DevOp's oriented? Is it NetSec ops? Is it NetOps? Is it programmability? These are some of the key discussions we've been having. What's your view, on how you see this programmability? >> The most important part is, they have to make the network simple for the Dev teams. You cannot make a phone call and get a Vline in two weeks anymore. So if you move to the cloud, you have to make that cloud construct as simple enough, so that for example, a Dev team could say, "Okay, I'm going to create this VPC, but this VPC automatically associates your account, you cannot go out on the internet. You have to go to the transit VPC, so there's lot of action in terms of, the IAM part and you have to put the control around them to. So to make it as simple as possible. >> You guys, both. You're the CEO of Aviatrix, but also you've got a lot of experience, going back to networking, going back to the, I call it the OSI days. For us old folks know what that means, but, you guys know what this means. I want to ask you the question. As you look at the future of networking, you hear a couple objections. "Oh, the cloud guys, they got networking, we're all set with them. How do you respond to the fact that networking's changing and the cloud guys have their own networking. What's some of the paying points that's going on premises of these enterprises? So are they good with the clouds? What needs... What are the key things that's going on in networking, that makes it more than just the cloud networking? What's your take on it? >> Well as I said earlier. Once you could easily provision in the cloud, you can easily connect to the cloud, its when you start troubleshooting applications in the cloud and try to scale. So that's where the problem occurred. >> Okay, what's your take on it. >> And you'll hear from the customers, that we have on stage and I think what happens is all the clouds by definition, designed to the 80-20 rule which means they'll design 80% of the basic functionality. And then lead to 20% extra functionality, that of course every Enterprise needs, to leave that to ISV's, like Aviatrix. Because why? Because they have to make money, they have a service and they can't have huge instances, for functionality that not everybody needs. So they have to design to the common and that, they all do it, right? They have to and then the extra, the problem is, that Cambrian explosion, that I talked about with enterprises. That's what they need. They're the ones who need that extra 20%. So that's what I see, there's always going to be that extra functionality. In an automated and simple way, that you talked about, but yet powerful. With the up with the visibility and control, that they expect of On Prem. That kind of combination, that Yin and the Yang, that people like us are providing. >> Simon I want to ask you? We're going to ask some of the cloud architect, customer panels, that same question. There's pioneer's doing some work here and there's also the laggards who come in behind their early adopters. What's going to be the tipping point? What are some of these conversations, that the cloud architects are having out there? Or what's the signs, that they need to be on this, multi-cloud or cloud native networking trend? What are some of the signal's that are going on in the environment? What are some of the thresholds? Are things that are going on, that they can pay attention to? >> Well, once they have the application on multiple cloud and they have to get wake up at two in the morning, to troubleshoot them. They'll know it's important. (laughter) So, I think that's when the rubber will hit the road. But, as I said, it's easier to prove, at any case. Okay, it's AWS, it's easy, user transit gateway, put a few VPC's and you're done. And you create some presents like Equinox and do a Direct Connect and Express Route with Azure. That looks simple, its the operations, that's when they'll realize. Okay, now I need to understand! How cloud networking works? I also need a tool, that gives me visibility and control. But not only that, I need to understand the basic underneath it as well. >> What are some of the day in the life scenarios. you envision happening with multi-cloud, because you think about what's happening. It kind of has that same vibe of interoperability, choice, multi-vendor, 'cause they're multi-cloud. Essentially multi-vendor. These are kind of old paradigms, that we've lived through with client server and internet working. What are some of the scenarios of success, that might be possible? Will be possible, with multi-cloud and cloud native networking. >> Well, I think, once you have good enough visibility, to satisfy your customers, not only, like to, keep the service running and application running. But to be able to provision fast enough, I think that's what you want to achieve. >> Simon, final question. Advice for folks watching on the Livestream, if they're sitting there as a cloud architect or CXO. What's your advice to them right now, in this market, 'cause obviously, public cloud check, hybrid cloud, they're working on that. That gets on premises done, now multi-cloud's right behind it. What's your advice? >> The first thing they should do, is really try to understand cloud networking. For each of their cloud providers and then understand the limitations. And, is what the cloud service provider offers enough? Or you need to look to a third party, but you don't look at a third party to start with. Especially an incumbent one, so it's tempting to say "I have a bunch of F5 experts", nothing against F5. I'm going to bring my F5 in the Cloud, when you can use an ELB, that automatically understand eases and auto scaling and so on. And you understand that's much simpler, but sometimes you need your F5, because you have requirements. You have like iRules and that kind of stuff, that you've used for years. 'cause you cannot do it. Okay, I have requirement and that's not met, I'm going to use Legacy Star and then you have to start thinking, okay, what about visibility control, above the true cloud. But before you do that you have to understand the limitations of the existing cloud providers. First, try to be as native as possible, until things don't work, after that you can start thinking of the cloud. >> Great insight, Simon. Thank you. >> That's great. >> With Gartner, thank you for sharing. (electronic music) >> Welcome back to ALTITUDE 2020. For the folks in the live stream, I'm John Furrier, Steve Mullaney, CEO of Aviatrix. For our first of two customer panels with cloud network architects, we've got Bobby Willoughby, AEGON Luis Castillo from National Instruments and David Shinnick with FactSet. Guys, welcome to the stage for this digital event. Come on up. (audience clapping) (upbeat music) Hey good to see you, thank you. Customer panel, this is my favorite part. We get to hear the real scoop, we get the Gardener giving us the industry overview. Certainly, multi-cloud is very relevant, and cloud-native networking is a hot trend with the live stream out there in the digital events. So guys, let's get into it. The journey is, you guys are pioneering this journey of multi-cloud and cloud-native networking and are soon going to be a lot more coming. So I want to get into the journey. What's it been like? Is it real? You've got a lot of scar tissue? What are some of the learnings? >> Absolutely. Multi-cloud is whether or not we accept it, as network engineers is a reality. Like Steve said, about two years ago, companies really decided to just bite the bullet and move there. Whether or not we accept that fact, we need to not create a consistent architecture across multiple clouds. And that is challenging without orchestration layers as you start managing different tool sets and different languages across different clouds. So it's really important to start thinking about that. >> Guys on the other panelists here, there's different phases of this journey. Some come at it from a networking perspective, some come in from a problem troubleshooting, what's your experiences? >> From a networking perspective, it's been incredibly exciting, it's kind of once in a generational opportunity to look at how you're building out your network. You can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years, but it just never really worked on-prem. So it's really exciting to look at all the opportunities that we have and all of the interesting challenges that come up that you get to tackle. >> And effects that you guys are mostly AWS, right? >> Yeah. Right now though, we are looking at multiple clouds. We have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon. >> And you've seen it from a networking perspective, that's where you guys are coming at it from? >> Yup. >> Awesome. How about you? >> We evolve more from a customer requirement perspective. Started out primarily as AWS, but as the customer needed more resources from Azure like HPC, Azure AD, things like that, even recently, Google analytics, our journey has evolved into more of a multi-cloud environment. >> Steve, weigh in on the architecture because this is going to be a big conversation, and I wanted you to lead this section. >> I think you guys agree the journey, it seems like the journey started a couple of years ago. Got real serious, the need for multi-cloud, whether you're there today. Of course, it's going to be there in the future. So that's really important. I think the next thing is just architecture. I'd love to hear what you, had some comments about architecture matters, it all starts, every enterprise I talked to. Maybe talk about architecture and the importance of architects, maybe Bobby. >> From architecture perspective, we started our journey five years ago. >> Wow, okay. >> And we're just now starting our fourth evolution over network architect. And we call it networking security net sec, versus just as network. And that fourth-generation architecture should be based primarily upon the Palo Alto Networks and Aviatrix. Aviatrix to new orchestration piece of it. But that journey came because of the need for simplicity, the need for a multi-cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along. >> I guess the other question I also had around architecture is also... Luis maybe just talk about it. I know we've talked a little bit about scripting, and some of your thoughts on that. >> Absolutely. So for us, we started creating the network constructs with cloud formation, and we've stuck with that for the most part. What's interesting about that is today, on-premise, we have a lot of automation around how we provision networks, but cloud formation has become a little bit like the new manual for us. We're now having issues with having to automate that component and making it consistent with our on-premise architecture and making it consistent with Azure architecture and Google cloud. So, it's really interesting to see companies now bring that layer of abstraction that SD-WAN brought to the wound side, now it's going up into the cloud networking architecture. >> Great. So on the fourth generation, you mentioned you're on the fourth-gen architecture. What have you learned? Is there any lessons, scratch issue, what to avoid, what worked? What was the path that you touched? >> It's probably the biggest lesson there is that when you think you finally figured it out, you haven't. Amazon will change something, Azure change something. Transit Gateway is a game-changer. And listening to the business requirements is probably the biggest thing we need to do upfront. But I think from a simplicity perspective, like I said, we don't want to do things four times. We want to do things one time, we want be able to write to an API which Aviatrix has and have them do the orchestration for us. So that we don't have to do it four times. >> How important is architecture in the progression? Is it do you guys get thrown in the deep end, to solve these problems, are you guys zooming out and looking at it? How are you guys looking at the architecture? >> You can't get off the ground if you don't have the network there. So all of those, we've gone through similar evolutions, we're on our fourth or fifth evolution. I think about what we started off with Amazon without Direct Connect Gateway, without Transit Gateway, without a lot of the things that are available today, kind of the 80, 20 that Steve was talking about. Just because it wasn't there doesn't mean we didn't need it. So we needed to figure out a way to do it, we couldn't say, "Oh, you need to come back to the network team in a year, and maybe Amazon will have a solution for it." We need to do it now and evolve later and maybe optimize or change the way you're doing things in the future. But don't sit around and wait, you can't. >> I'd love to have you guys each individually answer this question for the live streams that comes up a lot. A lot of cloud architects out in the community, what should they be thinking about the folks that are coming into this proactively and, or realizing the business benefits are there? What advice would you guys give them on architecture? What should be they'd be thinking about, and what are some guiding principles you could share? >> So I would start with looking at an architecture model that can spread and give consistency to the different cloud vendors that you will absolutely have to support. Cloud vendors tend to want to pull you into using their native tool set, and that's good if only it was realistic to talk about only one cloud. But because it doesn't, it's super important to talk about, and have a conversation with the business and with your technology teams about a consistent model. >> And how do I do my day one work so that I'm not spending 80% of my time troubleshooting or managing my network? Because if I'm doing that, then I'm missing out on ways that I can make improvements or embrace new technologies. So it's really important early on to figure out, how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on? >> Bobby, your advice there, architecture. >> I don't know what else I can add to that. Simplicity of operations is key. >> So the holistic view of day two operations you mentioned, let's can jump in day one as you're getting stuff set up, day two is your life after. This is kind of of what you're getting at, David. So what does that look like? What are you envisioning as you look at that 20-mile stair, out post multi-cloud world? What are some of the things that you want in the day two operations? >> Infrastructure as code is really important to us. So how do we design it so that we can start fit start making network changes and fitting them into a release pipeline and start looking at it like that, rather than somebody logging into a router CLI and troubleshooting things in an ad hoc nature? So, moving more towards a dev-ops model. >> You guys, anything to add on that day two? >> Yeah, I would love to add something. In terms of day two operations you can either sort of ignore the day two operations for a little while, where you get your feet wet, or you can start approaching it from the beginning. The fact is that the cloud-native tools don't have a lot of maturity in that space and when you run into an issue, you're going to end up having a bad day, going through millions and millions of logs just to try to understand what's going on. That's something that the industry just now is beginning to realize it's such a big gap. >> I think that's key because for us, we're moving to more of an event-driven or operations. In the past, monitoring got the job done. It's impossible to monitor something that is not there when the event happens. So the event-driven application and then detection is important. >> Gardner is all about the cloud-native wave coming into networking. That's going to be a serious thing. I want to get your guys' perspective, I know you have each different views of how you come into the journey and how you're executing. And I always say the beauty's in the eye of the beholder and that applies to how the network's laid out. So, Bobby, you guys do a lot of high-performance encryption, both on AWS and Azure. That's a unique thing for you. How are you seeing that impact with multi-cloud? >> That's a new requirement for us too, where we have an increment to encrypt. And then if you ever get the question, should I encrypt, should I not encrypt? The answer is always yes. You should encrypt when you can encrypt. For our perspective, we need to migrate a bunch of data from our data centers. We have some huge data centers, and getting that data to the cloud is a timely expense in some cases. So we have been mandated, we have to encrypt everything, leave in the data center. So we're looking at using the Aviatrix insane mode appliances to be able to encrypt 10, 20 gigabits of data as it moves to the cloud itself. >> David, you're using Terraform, you've got FireNet, you've got a lot of complexity in your network. What do you guys look at the future for your environment? >> So many exciting that we're working on now as FireNet. So for our security team that obviously have a lot of knowledge base around Palo Alto, and with our commitments to our clients, it's not very easy to shift your security model to a specific cloud vendor. So there's a lot of SOC 2 compliance and things like that were being able to take some of what you've worked on for years on-prem and put it in the cloud and have the same type of assurance that things are going to work and be secure in the same way that they are on-prem, helps make that journey into the cloud a lot easier. >> And Louis, you guys got scripting, you got a lot of things going on. What's your unique angle on this? >> Absolutely. So for disclosure, I'm not an Aviatrix customer yet. (laughs) >> It's okay, we want to hear the truth, so that's good. Tell us, what are you thinking about? What's on your mind? >> When you talk about implementing a tool like this, it's really just really important to talk about automation focus on value. When you talk about things like encryption and things like so you're encrypting tunnels and encrypting the path, and those things should be second nature really. When you look at building those back-ends and managing them with your team, it becomes really painful. So tools like Aviatrix that add a lot automation it's out of sight, out of mind. You can focus on the value, and you don't have to focus on this. >> So I got to ask you guys. I see Aviatrix was here, they're supplier to this sector, but you guys are customers. Everyone's pitching your stuff, people knock on you, "Buy my stuff." How do you guys have that conversation with the suppliers, like the cloud vendors and other folks? What's it like? We're API all the way? You've got to support this? What are some of your requirements? How do you talk to and evaluate people that walk in and want to knock on your door and pitch you something? What's the conversation like? >> It's definitely API driven. We definitely look at the API structure that the vendors provide before we select anything. That is always first of mine and also, what problem are we really trying to solve? Usually, people try to sell or try to give us something that isn't really valuable, like implementing a Cisco solution on the cloud doesn't really add a lot of value, that's where we go. >> David, what's your conversation like with suppliers? Do you have a certain new way to do things? As it becomes more agile, essentially networking, and getting more dynamic, what are some of the conversations with either in commits or new vendors that you're having? What do you require? >> Ease of use is definitely high up there. We've had some vendors come in and say, "Hey, when you go to set this up, "we're going to want to send somebody on-site." And they're going to sit with you for a day to configure it. And that's a red flag. Well, wait a minute, do we really, if one of my really talented engineers can't figure it out on his own, what's going on there and why is that? Having some ease of use and the team being comfortable with it and understanding it is really important. >> Bobby, how about you? Old days was, do a bake-off and the winner takes all. Is it like that anymore? What's evolving? Bake-off last year for but still win. But that's different now because now when you get the product, you can install the product in AWS and Azure, have it up running in a matter of minutes. So the key is that can you be operational within hours or days instead of weeks? But do we also have the flexibility to customize it, to meet your needs? Because you don't want to be put into a box with the other customers when you have needs that are past their needs. >> I can almost see the challenge that you guys are living, where you've got the cloud immediate value, depending how you can roll up any solutions, but then you might have other needs. So you've got to be careful not to buy into stuff that's not shipping. So you're trying to be proactive and at the same time, deal with what you got. How do you guys see that evolving? Because multi-cloud to me is definitely relevant, but it's not yet clear how to implement across. How do you guys look at this baked versus future solutions coming? How do you balance that? >> Again, so right now, we're taking the ad hoc approach and experimenting what the different concepts of cloud are and really leveraging the native constructs of each cloud. But there's a breaking point for sure. You don't get to scale this like someone said, and you have to focus on being able to deliver, developers their sandbox or their play area for the things that they're trying to build quickly. And the only way to do that is with some consistent orchestration layer that allows you to-- >> So you expect a lot more stuff to becoming pretty quickly in that area. >> I do expect things to start maturing quite quickly this year. >> And you guys see similar trend, new stuff coming fast? >> Yeah. Probably the biggest challenge we've got now is being able to segment within the network, being able to provide segmentation between production, non-production workloads, even businesses, because we support many businesses worldwide and isolation between those is a key criteria there. So the ability to identify and quickly isolate those workloads is key. So the CIOs that are watching are saying, "Hey, take that hill, do multi-cloud." And then you have the bottoms up organization, "Pause, you're like off a little bit, it's not how it works." What is the reality in terms of implementing as fast as possible? Because the business benefits are clear, but it's not always clear on the technology how to move that fast. What are some of the barriers, what are the blockers, what are the enablers? >> I think the reality is that you may not think you're multi-cloud, but your business is. So I think the biggest barrier there is understanding what the requirements are and how best to meet those requirements in a secure manner. Because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that it was a tier-three application and the data center, it doesn't have to be a tier-three application in the cloud. So, lift and shift is not the way to go. >> Scale is a big part of what I see is the competitive advantage by these clouds and used to be proprietary network stacks in the old days, and then open systems came, that was a good thing. But as cloud has become bigger, there's an inherent lock-in there with the scale. How do you guys keep the choice open? How are you guys thinking about interoperability? What are some of the conversations that you guys are having around those key concepts? >> When we look at from a networking perspective, it's really key for you to just enable all the class to be able to communicate between them. Developers will find a way to use the cloud that best suits their business needs. And like you said, it's whether you're in denial or not, of the multi-cloud fact that your company is in already that's it becomes really important for you to move quickly. >> Yeah. And a lot of it also hinges on how well is the provider embracing what that specific cloud is doing? So, are they swimming with Amazon or Azure and just helping facilitate things, and they're doing the heavy lifting API work for you? Or are they swimming upstream and they're trying to hack it all together in messy way? And so that helps you stay out of the lock-in because there, if they're using Amazon native tools to help you get where you need to be, it's not like Amazon is going to release something in the future that completely makes you have designed yourself into a corner. So the closer, more than cloud-native they are, the more, the easier it is to deploy. >> Which also need to be aligned in such a way that you can take advantage of those cloud-native technologies. Will it make sense? TGW is a gamechanger in terms of cost and performance. So to completely ignore that, would be wrong. But if you needed to have encryption, TGW is not encrypted, so you need to have some type of Gateway to do the VPN encryption. So, the Aviatrix tool will give you the beauty of both worlds. You can use TGW or the Gateway. Real quick on the last minute we have, I want to just get a quick feedback from you guys. I hear a lot of people say to me, "Hey, pick the best cloud for the workload you got, then figure out multicloud behind the scenes." Do you guys agree with that? Do I go more to one cloud across the whole company or this workload works great on AWS, that workload works great on this. From a cloud standpoint, do you agree with that premise, and then when is multi-cloud stitching altogether? >> From an application perspective, it can be per workload, but it can also be an economical decision, certain enterprise contracts will pull you in one direction to add value, but the network problem is still the same. >> It doesn't go away. >> You don't want to be trying to fit a square into a round hall. If it works better on that cloud provider, then it's our job to make sure that service is there and people can use it. >> I agree, you just need to stay ahead of the game, make sure that the network infrastructure is there, security is available and is multi-cloud capable. >> At the end of the day, you guys are just validating that it's the networking game now. Cloud storage, compute check, networking is where the action is. Awesome. Thanks for your insights guys, appreciate you coming on the panel. Appreciate it, thanks. (upbeat music) >> John: Our next customer panel, got great another set of cloud network architects, Justin Smith with Zuora, Justin Brodley with EllieMae and Amit Utreja with Coupa. Welcome to stage. (audience applauds) (upbeat music) >> All right, thank you. >> How are ya? >> Thank you. Thank You. >> Hey Amit. How are ya? >> Did he say it right? >> Yeah. >> Okay he's got all the cliff notes from the last session, welcome back. Rinse and repeat. We're going to go into the hood a little bit. And I think they nailed what we've been reporting, we've been having this conversation around, networking is where the action is because that's at the end of the day you got to move packet from A to B and you got workloads exchanging data. So it's really killer. So let's get started. Amit, what are you seeing as the journey of multicloud as you go under the hood and say, "Okay, I got to implement this. "I have to engineer the network, "make it enabling, make it programmable, "make it interoperable across clouds." That almost sounds impossible to me. What's your take? >> Yeah, it seems impossible but if you are running an organization which is running infrastructure as a code it is easily doable. Like you can use tools out there that's available today, you can use third party products that can do a better job. But put your architecture first, don't wait. Architecture may not be perfect, put the best architecture that's available today and be agile, to iterate and make improvements over the time. >> We get to Justin's over here, so I have to be careful when I point a question to Justin, they both have the answer. Okay, journeys, what's the journey been like? Is there phases, We heard that from Gardner, people come into multicloud and cloud native networking from different perspectives? What's your take on the journey, Justin? >> Yeah, from our perspective, we started out very much focused on one cloud and as we've started doing acquisitions, we started doing new products to the market, the need for multicloud becomes very apparent, very quickly for us. And so having an architecture that we can plug and play into and be able to add and change things as it changes is super important for what we're doing in the space. >> Justin, your journey. >> Yes. For us, we were very ad hoc oriented and the idea is that we were reinventing all the time, trying to move into these new things and coming up with great new ideas. And so rather than it being some iterative approach with our deployments that became a number of different deployments. And so we shifted that toward and the network has been a real enabler of this. There's one network and it touches whatever cloud we want it to touch, and it touches the data centers that we need it to touch, and it touches the customers that we needed to touch. Our job is to make sure that the services that are available in one of those locations are available in all of the locations. So the idea is not that we need to come up with this new solution every time, it's that we're just iterating on what we've already decided to do. >> Before we get the architecture section, I want to ask you guys a question? I'm a big fan of let the app developers have infrastructure as code, so check. But having the right cloud run that workload, I'm a big fan of that, if it works great. But we just heard from the other panel, you can't change the network. So I want to get your thoughts, what is cloud native networking? And is that the engine really, that's the enabler for this multicloud trend? What's you guys take? We'll start with Amit, what do you think about that? >> Yeah, so you're going to have workloads running in different clouds and the workloads would have affinity to one cloud or other. But how you expose that it's a matter of how you are going to build your networks. How you're going to run security. How you're going to do egress, ingress out of it so -- >> You said networking is the big problem to solve. >> Yes. >> What's the solution? What's the key pain points and problem statement? >> The key pain point for most companies is how do you take your traditionally on premise network and then blow it out to the cloud in a way that makes sense. You have IP conflicts, you have IP space, you have public IPs on premise as well as in the cloud. And how do you kind of make sense of all of that? And I think that's where tools like Aviatrix make a lot of sense in that space. >> From our side, it's really simple. It's a latency, it's bandwidth and availability. These don't change whether we're talking about cloud or data center, or even corporate IT networking. So our job when these all of these things are simplified into like, S3, for instance and our developers want to use those. We have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources. We have to support these requirements and these wants, as opposed to saying, "Hey, that's not a good idea." No, our job is to enable them not to disable them. >> Do you guys think infrastructure is code? Which I love that, I think that's the future in this. We even saw that with DevOps. But as you start getting the networking, is it getting down to the network portion where its network as code? Because storage and compute working really well, we're seeing all Kubernetes on service mesh trend. Network has code, reality is it there? Is it still got work to do? >> It's absolutely there, you mentioned net DevOps and it's very real. In Coupa we build our networks through terraform and not only just terraform, build an API so that we can consistently build VNets and VPC all across in the same way. >> So you guys are doing it? >> Yup. And even security groups. And then on top and Aviatrix comes in, we can peer the networks bridge all the different regions through code. >> Same with you guys. >> Yeah. >> What do you think about this? >> Everything we deploy is done with automation and then we also run things like Lambda on top to make changes in real time, we don't make manual changes on our network. In the data center, funny enough, it's still manual but the cloud has enabled us to move into this automation mindset. And all my guys, that's what they focus on is bringing, now what they're doing in the cloud into the data center, which is kind of opposite of what it should be or what it used to be. >> It's full DevOps then? >> Yes. >> For us, it was similar on-prem is still somewhat very manual, although we're moving more and more to ninja and terraform type concepts. But everything in the production environment is code, confirmation terraform code and now coming into the data center same (mumbles). >> So I just wanted to jump in Justin Smith, one of the comment that you made, because it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud. And once you have your strategic architecture, what do you do? You push that everywhere. So what you used to see at the beginning of cloud was pushing the architecture on-prem into cloud. Now, I want to pick up on what you said, do you others agree that the center of gravity is here, I'm now pushing what I do in the cloud back into on-prem? And then so first that and then also in the journey, where are you at from zero to 100 of actually in the journey to cloud? Are you 50% there, are you 10%? Are you evacuating data centers next year? Where are you guys at? >> Yeah, so there's there's two types of gravity that you typically are dealing with, with the migration. First is data, gravity and your data set, and where that data lives. And then the second is the network platform that wraps all that together. In our case, the data gravity solely mostly on-prem but our network is now extending out to the app tier, it's going to be in cloud. Eventually, that data, gravity will also move to cloud as we start getting more sophisticated but in our journey, we're about halfway there. About halfway through the process, we're taking a handle of lift and shift and -- >> Steve: And when did that start? >> We started about three years ago. >> Okay, okay. >> Well for Coupa it's a very different story. It started from a garage and 100% on the cloud. So it's a business plan management platform, software as a service run 100% on the cloud. >> That was was like 10 years ago, right? >> Yes. >> Yeah. >> You guys are riding the wave of the architecture. Justin I want to ask you, Zuora, you guys mentioned DevOps. Obviously, we saw the huge observability wave, which essentially network management for the cloud, in my opinion. It's more dynamic, but this is about visibility. We heard from the last panel you don't know what's being turned on or turned off from a services standpoint, at any given time. How is all this playing out when you start getting into the DevOps down (mumbles)? >> This is the big challenge for all of us is visibility. When you talk transport within a cloud, very interestingly we we have moved from having a backbone that we bought, that we own, that would be data center connectivity. Zuora's a subscription billing company, so we want to support the subscription mindset. So rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy. My backbone is in the cloud. I use the cloud providers interconnections between regions to transport data across and so if you do that with their native solutions, you do lose visibility. There are areas in that that you don't get, which is why controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it. >> Great conversation. I loved what you said earlier latency, bandwidth, I think availability were your top three things. Guys SLA, just do ping times between clouds it's like, you don't know what you're getting for round trip time. This becomes a huge kind of risk management, black hole, whatever you want to call it, blind spot. How are you guys looking at the interconnect between clouds? Because I can see that working from ground to cloud on per cloud but when you start dealing with multiclouds workloads, SLAs will be all over the map, won't they just inherently. How do you guys view that? >> Yeah, I think we talked about workload and we know that the workloads are going to be different in different clouds, but they're going to be calling each other. So it's very important to have that visibility, that you can see how data is flowing at what latency and what availability is there and our authority needs to operate on that. >> So use the software dashboard, look at the times and look at the latency -- >> In the old days, Strongswan Openswan you try to figure it out, in the new days you have to figure out. >> Justin, what's your answer to that because you're in the middle of it? >> Yeah, I think the key thing there is that we have to plan for that failure, we have to plan for that latency in our applications. If certain things are tracking in your SLI, certain things are planning for and you loosely coupled these services in a much more microservices approach. So you actually can handle that kind of failure or that type of unknown latency and unfortunately, the cloud has made us much better at handling exceptions in a much better way. >> You guys are all great examples of cloud native from day one. When did you have the tipping point moment or the epiphany of saying a multiclouds real, I can't ignore it, I got to factor that into all my design principles and everything you're doing? Was there a moment or was it from day one? >> There are two reasons, one was the business. So in business, there were some affinity to not be in one cloud or to be in one cloud and that drove from the business side. So as a cloud architect our responsibility was to support that business. Another is the technology, some things are really running better in, like if you're running Dotnet workload or your going to run machine learning or AI so that you would have that preference of one cloud over other. >> Guys, any thoughts on that? >> That was the bill that we got from AWS. That's what drives a lot of these conversations is the financial viability of what you're building on top of. This failure domain idea which is fairly interesting. How do I solve our guarantee against a failure domain? You have methodologies with back end direct connects or interconnect with GCP. All of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for. Our job is to deliver the frames and the packets, what that flows across, how you get there? We want to make that seamless. And so whether it's a public internet API call or it's a back end connectivity through direct connect, it doesn't matter. It just has to meet a contract that you've signed with your application, folks. >> Yeah, that's the availability piece. >> Justin, your thoughts on that, any comment on that? >> So actually multiclouds become something much more recent in the last six to eight months, I'd say. We always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough, why complicate it further? But the realities of the business and as we start seeing, improvements in Google and Azure and different technology spaces, the need for multicloud becomes much more important. As well as our acquisition strategies are matured, we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud. And if they're on a cloud, I need to plug them into our ecosystem. And so that's really changed our multicloud story in a big way. >> I'd love to get your thoughts on the clouds versus the clouds, because you compare them Amazon's got more features, they're rich with features. Obviously, the bills are high to people using them. But Google's got a great network, Google's networks pretty damn good And then you got Azure. What's the difference between the clouds? Where do they fall? Where do they peak in certain areas better than others? What are the characteristics, which makes one cloud better? Do they have a unique feature that makes Azure better than Google and vice versa? What do you guys think about the different clouds? >> Yeah, to my experience, I think the approach is different in many places. Google has a different approach very DevOps friendly and you can run your workloads with your network can span regions. But our application ready to accept that. Amazon is evolving. I remember 10 years back Amazon's network was a flat network, we would be launching servers in 10.0.0/8, right. And then the VPCs came out. >> We'll have to translate that to English for the live feed. Not good. So the VPCs concept came out, multi account came out, so they are evolving. Azure had a late start but because they have a late start, they saw the pattern and they have some mature setup on the network. >> They've got around the same price too. >> I think they're all trying to say they're equal in their own ways. I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of keep that in mind as you architect your own solution. For example, Amazon has a very regional affinity, they don't like to go cross region in their architecture. Whereas Google is very much it's a global network, we're going to think about as a global solution. I think Google also has advantage that it's third to market and so has seen what Azure did wrong, it seeing what AWS did wrong and it's made those improvements and I think that's one of their big advantage. >> They got great scale too. Justin thoughts on the cloud. >> So yeah, Amazon built from the system up and Google built from the network down. So their ideas and approaches are from a global versus original, I agree with you completely that is the big number one thing. But the if you look at it from the outset, interestingly, the inability or the ability for Amazon to limit layer to broadcasting and what that really means from a VPC perspective, changed all the routing protocols you can use. All the things that we had built inside of a data center to provide resiliency and make things seamless to users, all of that disappeared. And so because we had to accept that at the VPC level, now we have to accept that at the WAN level. Google's done a better job of being able to overcome those things and provide those traditional network facilities to us. >> Just a great panel, we could go all day here, it's awesome. So I heard, we will get to the cloud native naive questions. So kind of think about what's naive and what's cloud, I'll ask that next but I got to ask you I had a conversation with a friend he's like, "WAN is the new LAN?" So if you think about what the LAN was at a data center, WAN is the new LAN, cause you keep talking about the cloud impact? So that means ST-WAN, the old ST-WAN kind of changing. There's a new LAN. How do you guys look at that? Because if you think about it, what LANs were for inside a premises was all about networking, high speed. But now when you take the WAN and make it, essentially a LAN, do you agree with that? And how do you view this trend? Is it good or bad or is it ugly? What you guys take on this? >> Yeah, I think it's a thing that you have to work with your application architects. So if you are managing networks and if you're a server engineer, you need to work with them to expose the unreliability that it would bring in. So the application has to handle a lot of the difference in the latencies and the reliability has to be worked through the application there. >> LAN, WAN, same concept is that BS? Can you give some insight? >> I think we've been talking about for a long time the erosion of the edge. And so is this just a continuation of that journey we've been on for last several years. As we get more and more cloud native and we talked about API's, the ability to lock my data in place and not be able to access it really goes away. And so I think this is just continuation. I think it has challenges. We start talking about WAN scale versus LAN scale, the tooling doesn't work the same, the scale of that tooling is much larger. and the need to automation is much, much higher in a WAN than it wasn't a LAN. That's why you're seeing so much infrastructure as code. >> Yeah. So for me, I'll go back again to this, it's bandwidth and its latency that define those two LAN versus WAN. But the other thing that's comes up more and more with cloud deployments is whereas our security boundary and where can I extend this secure aware appliance or set of rules to protect what's inside of it. So for us, we're able to deliver VRFs or route forwarding tables for different segments wherever we're at in the world. And so they're trusted to talk to each other but if they're going to go to someplace that's outside of their network, then they have to cross the security boundary, where we enforce policy very heavily. So for me, there's it's not just LAN, WAN it's how does environment get to environment more importantly. >> That's a great point in security, we haven't talked it yet but that's got to be baked in from the beginning, this architecture. Thoughts on security, how you guys are dealing with it? >> Yeah, start from the base, have app to app security built in. Have TLS, have encryption on the data at transit, data at rest. But as you bring the application to the cloud and they're going to go multicloud, talking to over the internet, in some places, well have app to app security. >> Our principles day, security is day zero every day. And so we always build it into our design, build into our architecture, into our applications. It's encrypt everything, it's TLS everywhere. It's make sure that that data is secure at all times. >> Yeah, one of the cool trends at RSA, just as a side note was the data in use encryption piece, which is homomorphic stuff was interesting. Alright guys, final question. We heard on the earlier panel was also trending at re:Invent, we think the T out of cloud native, it spells cloud naive. They have shirts now, Aviatrix kind of got this trend going. What does that mean to be naive? To your peers out there watching the live stream and also the suppliers that are trying to supply you guys with technology and services, what's naive look like and what's native look like? When is someone naive about implementing all this stuff? >> So for me, because we are in 100% cloud, for us its main thing is ready for the change. And you will find new building blocks coming in and the network design will evolve and change. So don't be naive and think that it's static, evolve with the change. >> I think the biggest naivety that people have is that well, I've been doing it this way for 20 years, I've been successful, it's going to be successful in cloud. The reality is that's not the case. You got to think some of the stuff a little bit differently and you need to think about it early enough, so that you can become cloud native and really enable your business on cloud. >> Yeah for me it's being open minded. Our industry, the network industry as a whole, has been very much I'm smarter than everybody else and we're going to tell everybody how it's going to be done. And we fell into a lull when it came to producing infrastructure and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours, or weeks or months in some cases, is really important in and so >> - >> It's naive being closed minded, native being open minded. >> Exactly. For me that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old school way. >> All right, I know we're at a time but I got to asked one more question, so you guys so good. Give me a quick answer. What's the BS language when you, the BS meter goes off when people talk to you about solutions? What's the kind of jargon that you hear, that's the BS meter going off? What are people talking about that in your opinion you here you go, "That's total BS?" What triggers you? >> So that I have two lines out of movies if I say them without actually thinking them. It's like 1.21 gigawatts are you out of your mind from Back to the Future right? Somebody's giving you all these wiz bang things. And then Martin Maul and Michael Keaton in Mr Mom when he goes to 220, 221, whatever it takes. >> Yeah. >> Those two right there, if those go off in my mind where somebody's talking to me, I know they're full of baloney. >> So a lot of speeds and feeds, a lot of speeds and feeds a lot of -- >> Just data. Instead of talking about what you're actually doing and solutioning for. You're talking about, "Well, it does this this this." Okay to 220, 221. (laughter) >> Justin, what's your take? >> Anytime I start seeing the cloud vendors start benchmarking against each other. Your workload is your workload, you need to benchmark yourself. Don't listen to the marketing on that, that's just awful. >> Amit, what triggers you in the BS meter? >> I think if somebody explains to you are not simple, they cannot explain you in simplicity, then it's all bull shit. >> (laughs) That's a good one. Alright guys, thanks for the great insight, great panel. How about a round of applause to practitioners. (audience applauds) (upbeat music) >> John: Okay, welcome back to Altitude 2020 for the digital event for the live feed. Welcome back, I'm John Furrier with theCUBE with Steve Mullaney, CEO Aviatrix. For the next panel from Global System Integrated, the folks who are building and working with folks on their journey to multicloud and cloud-native networking. We've got a great panel, George Buckman with DXC and Derrick Monahan with WWT, welcome to the stage. (Audience applauds) >> Hey >> Thank you >> Groovy spot >> All right (upbeat music) >> Okay, you guys are the ones out there advising, building, and getting down and dirty with multicloud and cloud-native networking, we just heard from the customer panel. You can see the diversity of where people come in to the journey of cloud, it kind of depends upon where you are, but the trends are all clear, cloud-native networking, DevOps, up and down the stack, this has been the main engine. What's your guys' take of this journey to multicloud? What do you guys think? >> Yeah, it's critical, I mean we're seeing all of our enterprise customers enter into this, they've been through the migrations of the easy stuff, ya know? Now they're trying to optimize and get more improvements, so now the tough stuff's coming on, right? They need their data processing near where their data is. So that's driving them to a multicloud environment. >> Yeah, we've heard some of the Edge stuff, I mean, you guys are-- >> Exactly. >> You've seen this movie before, but now it's a whole new ballgame, what's your take? Yeah, so, I'll give you a hint, our practice is not called the cloud practice, it's the multicloud practice, and so if that gives you a hint of how we approach things. It's very consultative. And so when we look at what the trends are, like a year ago. About a year ago we were having conversations with customers, "Let's build a data center in the cloud. Let's put some VPCs, let's throw some firewalls, let's put some DNS and other infrastructure out there and let's hope it works." This isn't a science project. What we're starting to see is customers are starting to have more of a vision, we're helping with that consultative nature, but it's totally based on the business. And you've got to start understanding how lines of business are using the apps and then we evolve into the next journey which is a foundational approach to-- >> What are some of the problems some of your customers are solving when they come to you? What are the top things that are on their mind, obviously the ease of use, agility, all that stuff, what specifically are they digging into? >> Yeah, so complexity, I think when you look at a multicloud approach, in my view is, network requirements are complex. You know, I think they are, but I think the approach can be, "Let's simplify that." So one thing that we try to do, and this is how we talk to customers is, just like you simplify in Aviatrix, simplifies the automation orchestration of cloud networking, we're trying to simplify the design, the plan, and implementation of the infrastructure across multiple workloads, across multiple platforms. And so the way we do it, is we sit down, we look at not just use cases, not just the questions we commonly anticipate, we actually build out, based on the business and function requirements, we build out a strategy and then create a set of documents, and guess what? We actually build it in a lab, and that lab that we platform rebuilt, proves out this reference architectural actually works. >> Absolutely, we implement similar concepts. I mean, they're proven practices, they work, right? >> But George, you mentioned that the hard part's now upon us, are you referring to networking, what specifically were you getting at there when you said, "The easy part's done, now the hard part?" >> So for the enterprises themselves, migrating their more critical apps or more difficult apps into the environments, ya know, we've just scratched the surface, I believe, on what enterprises are doing to move into the cloud, to optimize their environments, to take advantage of the scale and speed to deployment and to be able to better enable their businesses. So they're just now really starting to-- >> So do you guys see what I talked about? I mean, in terms of that Cambrian explosion, I mean, you're both monster system integrators with top fortune enterprise customers, you know, really rely on you for guidance and consulting and so forth, and deploy their networks. Is that something that you've seen? I mean, does that resonate? Did you notice a year and a half ago all of a sudden the importance of cloud for enterprise shoot up? >> Yeah, I mean, we're seeing it now. >> Okay. >> In our internal environment as well, ya know, we're a huge company ourselves, customer zero, our internal IT, so, we're experiencing that internally and every one of our other customers as well. >> So I have another question and I don't know the answer to this, and a lawyer never asks a question that you don't know the answer to, but I'm going to ask it anyway. DXC and WWT, massive system integrators, why Aviatrix? >> Great question, Steve, so I think the way we approach things, I think we have a similar vision, a similar strategy, how you approach things, how we approach things, at World Wide Technology. Number one, we want a simplify the complexity. And so that's your number one priority. Let's take the networking, let's simplify it, and I think part of the other point I'm making is we see this automation piece as not just an after thought anymore. If you look at what customers care about, visibility and automation is probably at the top three, maybe the third on the list, and I think that's where we see the value. I think the partnership that we're building and what I get excited about is not just putting yours and our lab and showing customers how it works, it's co-developing a solution with you. Figuring out, "Hey, how can we make this better?" >> Right >> Visibility is a huge thing, just in security alone, network everything's around visibility. What automation do you see happening, in terms of progression, order of operations, if you will? What's the low hanging fruit? What are people working on now? What are some of the aspirational goals around when you start thinking about multicloud and automation? >> So I wanted to get back to his question. >> Answer that question. >> I wanted to answer your question, you know, what led us there and why Aviatrix. You know, in working some large internal IT projects, and looking at how we were going to integrate those solutions, you know, we like to build everything with recipes. Network is probably playing catch-up in the DevOps world but with a DevOps mindset, looking to speed to deploy, support, all those things, so when you start building your recipe, you take a little of this, a little of that, and you mix it all together, well, when you look around, you say, "Wow, look, there's this big bag of Aviatrix. "Let me plop that in. That solves a big part "of my problems that I had, the speed to integrate, "the speed to deploy, and the operational views "that I need to run this." So that was what led me to-- >> John: So how about reference architectures? >> Yeah, absolutely, so, you know, they came with a full slate of reference architectures already out there and ready to go that fit our needs, so it was very easy for us to integrate those into our recipes. >> What do you guys think about all the multi-vendor inter-operability conversations that have been going on? Choice has been a big part of multicloud in terms of, you know, customers want choice, they'll put a workload in the cloud if it works, but this notion of choice and interoperability has become a big conversation. >> It is, and I think that our approach, and that's the way we talk to customers is, "Let's speed and de-risk that decision making process, "and how do we do that?" Because interoperability is key. You're not just putting, it's not just a single vendor, we're talking, you know, many many vendors, I mean think about the average number of cloud applications a customer uses, a business, an enterprise business today, you know, it's above 30, it's skyrocketing and so what we do, and we look at it from an interoperability approach is, "How do things inter-operate?" We test it out, we validate it, we build a reference architecture that says, "These are the critical design elements, "now let's build one with Aviatrix "and show how this works with Aviatrix." And I think the important part there, though, is the automation piece that we add to it and visibility. So I think the visibility is what I see lacking across industry today. >> In cloud-native that's been a big topic. >> Yep >> Okay, in terms of Aviatrix, as you guys see them coming in, they're one of the ones that are emerging and the new brands emerging with multicloud, you've still got the old guard encumbered with huge footprints. How are customers dealing with that kind of component in dealing with both of them? >> Yeah, I mean, we have customers that are ingrained with a particular vendor and you know, we have partnerships with many vendors. So our objective is to provide the solution that meets that client. >> John: And they all want multi-vendor, they all want interoperability. >> Correct. >> All right, so I got to ask you guys a question while we were defining Day-2 operations. What does that mean? You guys are looking at the big business and technical components of architecture, what does Day-2 operations mean, what's the definition of that? >> Yeah, so I think from our perspective, with my experience, we, you know, Day-2 operations, whether it's not just the orchestration piece in setting up and let it automate and have some, you know, change control, you're looking at this from a Day-2 perspective, "How do I support this ongoing "and make it easy to make changes as we evolve?" The cloud is very dynamic. The nature of how fast it's expanding, the number features is astonishing. Trying to keep up to date with the number of just networking capabilities and services that are added. So I think Day-2 operations starts with a fundamental understanding of building out supporting a customer's environments, and making the automation piece easy from a distance, I think. >> Yeah and, you know, taking that to the next level of being able to enable customers to have catalog items that they can pick and choose, "Hey I need this network connectivity "from this cloud location back to this on-prem." And being able to have that automated and provisioned just simply by ordering it. >> For the folks watching out there, guys, take a minute to explain as you guys are in the trenches doing a lot of good work. What are some of the engagements that you guys get into? How does that progress? What happens there, they call you up and say, "Hey I need some multicloud," or you're already in there? I mean, take us through how someone can engage to use a global SI, they come in and make this thing happen, what's the typical engagement look like? >> Derrick: Yeah, so from our perspective, we typically have a series of workshops in the methodology that we kind of go along the journey. Number one, we have a foundational approach. And I don't mean foundation meaning the network foundation, that's a very critical element, we got to factor in security and we got to factor in automation. So when you think about foundation, we do a workshop that starts with education. A lot of times we'll go in and we'll just educate the customer, what is VPC sharing? You know, what is a private link in Azure? How does that impact your business? We have customers that want to share services out in an ecosystem with other customers and partners. Well there's many ways to accomplish that. Our goal is to understand those requirements and then build that strategy with them. >> Thoughts George, on-- >> Yeah, I mean, I'm one of the guys that's down in the weeds making things happen, so I'm not the guy on the front line interfacing with the customers every day. But we have a similar approach. We have a consulting practice that will go out and apply their practices to see what those-- >> And when do you parachute in? >> Yeah, when I parachute in is, I'm on the back end working with our offering development leads for networking, so we understand and are seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to meet their connectivity needs. So the patterns are similar. >> Right, final question for you guys, I want to ask you to paint a picture of what success looks like. You don't have to name customers, you don't have to get in and reveal who they are, but what does success look like in multicloud as you paint a picture for the folks here and watching on the live stream, if someone says, "Hey I want to be multicloud, I got to to have my operations Agile, I want full DevOps, I want programmability and security built in from Day-zero." What does success look like? >> Yeah, I think success looks like this, so when you're building out a network, the network is a harder thing to change than some other aspects of cloud. So what we think is, even if you're thinking about that second cloud, which we have most of our customers are on two public clouds today, they might be dabbling in it. As you build that network foundation, that architecture, that takes in to consideration where you're going, and so once we start building that reference architecture out that shows, this is how to approach it from a multicloud perspective, not a single cloud, and let's not forget our branches, let's not forget our data centers, let's not forget how all this connects together because that's how we define multicloud, it's not just in the cloud, it's on-prem and it's off-prem. And so collectively, I think the key is also is that we provide them an HLD. You got to start with a high level design that can be tweaked as you go through the journey but you got to give it a solid structural foundation, and that networking which we think, most customers think as not the network engineers, but as an after thought. We want to make that the most critical element before you start the journey. >> George, from your seat, how does success look for you? >> So, you know it starts out on these journeys, often start out people not even thinking about what is going to happen, what their network needs are when they start their migration journey to the cloud. So I want, success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud. >> Steve: Good point. >> Guys, great insight, thanks for coming on and sharing. How about a round of applause for the global system integrators? (Audience applauds) (Upbeat music) >> The next panel is the AVH certified engineers, also known as ACEs. This is the folks that are certified, they're engineering, they're building these new solutions. Please welcome Toby Foss from Informatica, Stacey Lanier from Teradata, and Jennifer Reed with Viqtor Davis to the stage. (upbeat music) (audience cheering) (panelists exchanging pleasantries) >> You got to show up. Where's your jacket Toby? (laughing) You get it done. I was just going to rib you guys and say, where's your jackets, and Jen's got the jacket on. Okay, good. >> Love the Aviatrix, ACEs Pilot gear there above the Clouds. Going to new heights. >> That's right. >> So guys Aviatrix aces, I love the name, think it's great, certified. This is all about getting things engineered. So there's a level of certification, I want to get into that. But first take us through the day in the life of an ACE, and just to point out, Stacy is a squad leader. So he's, he's like a-- >> Squadron Leader. >> Squadron Leader. >> Yeah. >> Squadron Leader, so he's got a bunch of ACEs underneath him, but share your perspective a day in the Life. Jennifer, we'll start with you. >> Sure, so I have actually a whole team that works for me both in the North America, both in the US and in Mexico. So I'm eagerly working to get them certified as well, so I can become a squad leader myself. But it's important because one of the critical gaps that we've found is people having the networking background because you graduate from college, and you have a lot of computer science background, you can program you've got Python, but networking in packets they just don't get. So, just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical. Because you're going to get an issue where you need to figure out where exactly is that happening on the network, Is my issue just in the VPCs? Is it on the instance side is a security group, or is it going on prem? This is something actually embedded within Amazon itself? I mean, I troubleshot an issue for about six months going back and forth with Amazon, and it was the VGW VPN. Because they were auto scaling on two sides, and we ended up having to pull out the Cisco's, and put in Aviatrix so I could just say, " okay, it's fixed," and actually helped the application teams get to that and get it solved. But I'm taking a lot of junior people and getting them through that certification process, so they can understand and see the network, the way I see the network. I mean, look, I've been doing this for 25 years when I got out. When I went in the Marine Corps, that's what I did, and coming out, the network is still the network. But people don't get the same training they got in the 90s. >> Was just so easy, just write some software, and they were, takes care of itself. I know, it's pixie dust.  >> I'll come back to that, I want to come back to that, the problem solved with Amazon, but Toby. >> I think the only thing I have to add to that is that it's always the network's fault. As long as I've been in networking, it's always been the network's fault. I'm even to this day, it's still the network's fault, and part of being a network guy is that you need to prove when it is and when it's not your fault. That means you need to know a little bit about 100 different things, to make that work. >> Now you got a full stack DevOps, you got to know a lot more times another hundred. >> Toby: And the times are changing, yeah. >> This year the Squadron Leader and get that right. What is the Squadron Leader firstly? Describe what it is. >> I think is probably just leading on the network components of it. But I think, from my perspective, when to think about what you asked them was, it's about no issues and no escalations. So of my day is like that, I'm happy to be a squadron leader. >> That is a good outcome, that's a good day. >> Yeah, sure, it is. >> Is there good days? You said you had a good day with Amazon? Jennifer, you mentioned the Amazon, and this brings up a good point, when you have these new waves come in, you have a lot of new things, new use cases. A lot of the finger pointing it's that guy's problem , that girl's problems, so how do you solve that, and how do you get the Young Guns up to speed? Is there training, is it this where the certification comes in? >> This is where the certifications really going to come in. I know when we got together at Reinvent, one of the questions that we had with Steve and the team was, what should our certification look like? Should we just be teaching about what AVH troubleshooting brings to bear, but what should that be like? I think Toby and I were like, No, no, no, no. That's going a little too high, we need to get really low because the better someone can get at actually understanding what's actually happening in the network, and where to actually troubleshoot the problem, how to step back each of those processes. Because without that, it's just a big black box, and they don't know. Because everything is abstracted, in Amazon and in Azure and in Google, is abstracted, and they have these virtual gateways, they have VPNs, that you just don't have the logs on, is you just don't know. So then what tools can you put in front of them of where they can look? Because there are full logs. Well, as long as they turned on the flow logs when they built it, and there's like, each one of those little things that well, if they'd had decided to do that, when they built it, it's there. But if you can come in later to really supplement that with training to actual troubleshoot, and do a packet capture here, as it's going through, then teaching them how to read that even. >> Yeah, Toby, we were talking before we came on up on stage about your career, you've been networking all your time, and then, you're now mentoring a lot of younger people. How is that going? Because the people who come in fresh they don't have all the old war stories, like they don't talk about it, There's never for, I walk in bare feet in the snow when I was your age, I mean, it's so easy now, right, they say. What's your take on how you train the young People. >> So I've noticed two things. One is that they are up to speed a lot faster in generalities of networking. They can tell you what a network is in high school level now, where I didn't learn that til midway through my career, and they're learning it faster, but they don't necessarily understand why it's that way here. Everybody thinks that it's always slash 24 for a subnet, and they don't understand why you can break it down smaller, why it's really necessary. So the ramp up speed is much faster for these guys that are coming in. But they don't understand why and they need some of that background knowledge to see where it's coming from, and why is it important, and that's old guys, that's where we thrive. >> Jennifer, you mentioned you got in from the Marines, it helps, but when you got into networking, what was it like then and compare it now? Because most like we heard earlier static versus dynamic Don't be static is like that. You just set the network, you got a perimeter. >> Yeah, no, there was no such thing. So back in the day, I mean, we had Banyan vines for email, and we had token ring, and I had to set up token ring networks and figure out why that didn't work. Because how many of things were actually sharing it. But then actually just cutting fiber and running fiber cables and dropping them over shelters to plug them in and all crap, they swung it too hard and shattered it and now I got to figure eight Polish this thing and actually should like to see if it works. I mean, that was the network , current cat five cables to run an Ethernet, and then from that I just said, network switches, dumb switches, like those were the most common ones you had. Then actually configuring routers and logging into a Cisco router and actually knowing how to configure that. It was funny because I had gone all the way up, I was the software product manager for a while. So I've gone all the way up the stack, and then two and a half, three years ago, I came across to work with Entity group that became Viqtor Davis. But we went to help one of our customers Avis, and it was like, okay, so we need to fix the network. Okay, I haven't done this in 20 years, but all right, let's get to it. Because it really fundamentally does not change. It's still the network. I mean, I've had people tell me, Well, when we go to containers, we will not have to worry about the network. And I'm like, yeah, you don't I do. >> And that's within programmability is a really interesting, so I think this brings up the certification. What are some of the new things that people should be aware of that come in with the Aviatrix A certification? What are some of the highlights? Can you guys share some of the highlights around the certifications? >> I think some of the importance is that it doesn't need to be vendor specific for network generality or basic networking knowledge, and instead of learning how Cisco does something, or how Palo Alto does something, We need to understand how and why it works as a basic model, and then understand how each vendor has gone about that problem and solved it in a general. That's true in multicloud as well. You can't learn how Cloud networking works without understanding how AWS and Azure and GCP are all slightly the same but slightly different, and some things work and some things don't. I think that's probably the number one take. >> I think having a certification across Clouds is really valuable because we heard the global s eyes as you have a business issues. What does it mean to do that? Is it code, is it networking? Is it configurations of the Aviatrix? what is, he says,the certification but, what is it about the multiCloud that makes it multi networking and multi vendor? >> The easy answer is yes, >> Yes is all of us. >> All of us. So you got to be in general what's good your hands and all You have to be. Right, it takes experience. Because every Cloud vendor has their own certification. Whether that's SOPs and advanced networking and event security, or whatever it might be, yeah, they can take the test, but they have no idea how to figure out what's wrong with that system. The same thing with any certification, but it's really getting your hands in there, and actually having to troubleshoot the problems, actually work the problem, and calm down. It's going to be okay. I mean, because I don't know how many calls I've been on or even had aviators join me on. It's like, okay, so everyone calm down, let's figure out what's happening. It's like, we've looked at that screen three times, looking at it again is not going to solve that problem, right. But at the same time, remaining calm but knowing that it really is, I'm getting a packet from here to go over here, it's not working, so what could be the problem? Actually stepping them through those scenarios, but that's like, you only get that by having to do it, and seeing it, and going through it, and then you get it. >> I have a question, so, I just see it. We started this program maybe six months ago, we're seeing a huge amount of interest. I mean, we're oversubscribed on all the training sessions. We've got people flying from around the country, even with Coronavirus, flying to go to Seattle to go to these events where we're subscribed, is that-- >> A good emerging leader would put there. >> Yeah. So, is that something that you see in your organizations? Are you recommending that to people? Do you see, I mean, I'm just, I guess I'm surprised or not surprised. But I'm really surprised by the demand if you would, of this MultiCloud network certification because there really isn't anything like that. Is that something you guys can comment on? Or do you see the same things in your organization? >> I see from my side, because we operate in a multiCloud environments that really helps and some beneficial for us. >> Yeah, true. I think I would add that networking guys have always needed to use certifications to prove that they know what they know. >> Right. >> It's not good enough to say, Yeah, I know IP addresses or I know how a network works. A couple little check marks or a little letters body writing helps give you validity. So even in our team, we can say, Hey, we're using these certifications to know that you know enough of the basics and enough of the understandings, that you have the tools necessary, right. >> I guess my final question for you guys is, why an ACE certification is relevant, and then second part is share with the live stream folks who aren't yet ACE certified or might want to jump in to be aviatrix certified engineers. Why is it important, so why is it relevant and why should someone want to be a certified aviatrix certified engineer? >> I think my views a little different. I think certification comes from proving that you have the knowledge, not proving that you get a certification to get an army there backwards. So when you've got the training and the understanding and you use that to prove and you can, like, grow your certification list with it, versus studying for a test to get a certification and have no understanding of it. >> Okay, so that who is the right person that look at this and say, I'm qualified, is it a network engineer, is it a DevOps person? What's your view, a little certain. >> I think Cloud is really the answer. It's the, as we talked like the edges getting eroded, so is the network definition getting eroded? We're getting more and more of some network, some DevOps, some security, lots and lots of security, because network is so involved in so many of them. That's just the next progression. >> Do you want to add something there? >> I would say expand that to more automation engineers, because we have those now, so I probably extend it beyond this one. >> Jennifer you want to? >> Well, I think the training classes themselves are helpful, especially the entry level ones for people who may be "Cloud architects" but have never done anything in networking for them to understand why we need those things to really work, whether or not they go through to eventually get a certification is something different. But I really think fundamentally understanding how these things work, it makes them a better architect, makes them better application developer. But even more so as you deploy more of your applications into the Cloud, really getting an understanding, even from people who have traditionally done Onprem networking, they can understand how that's going to work in Cloud. >> Well, I know we've got just under 30 seconds left. I want to get one more question then just one more, for the folks watching that are maybe younger than, that don't have that networking training. From your experiences each of you can answer why should they know about networking, what's the benefit? What's in it for them? Motivate them, share some insights of why they should go a little bit deeper in networking. Stacy, we'll start with you, we'll go then. >> I'll say it's probably fundamental, right? If you want to deliver solutions, networking is the very top. >> I would say if you, fundamental of an operating system running on a machine, how those machines start together is a fundamental changes, something that start from the base and work your way up. >> Jennifer? >> Right, well, I think it's a challenge. Because you've come from top down, now you're going to start looking from bottom up, and you want those different systems to cross-communicate, and say you've built something, and you're overlapping IP space, note that that doesn't happen. But how can I actually make that still operate without having to re IP re platform. Just like those challenges, like those younger developers or assistant engineers can really start to get their hands around and understand those complexities and bring that forward in their career. >> They get to know then how the pipes are working, and they're got to know it--it's the plumbing. >> That's right, >> They got to know how it works, and how to code it. >> That's right. >> Awesome, thank you guys for great insights, ACE Certified Engineers, also known as ACEs, give them a round of applause. (audience clapping) (upbeat music) >> Thank you, okay. All right, that concludes my portion. Thank you, Steve Thanks for having me. >> John, thank you very much, that was fantastic. Everybody round of applause for John Furrier. (audience applauding) Yeah, so great event, great event. I'm not going to take long, we got lunch outside for the people here, just a couple of things. Just to call the action, right? So we saw the ACEs, for those of you out of the stream here, become a certified, right, it's great for your career, it's great for not knowledge, is fantastic. It's not just an aviator's thing, it's going to teach you about Cloud networking, MultiCloud networking, with a little bit of aviatrix, exactly like the Cisco CCIE program was for IP network, that type of the thing, that's number one. Second thing is learning, right? So there's a link up there to join the community. Again like I started this, this is a community, this is the kickoff to this community, and it's a movement. So go to community.avh.com, starting a community of multiCloud. So get get trained, learn. I'd say the next thing is we're doing over 100 seminars across the United States and also starting into Europe soon, we will come out and we'll actually spend a couple hours and talk about architecture, and talk about those beginning things. For those of you on the livestream in here as well, we're coming to a city near you, go to one of those events, it's a great way to network with other people that are in the industry, as well as to start alone and get on that MultiCloud journey. Then I'd say the last thing is, we haven't talked a lot about what Aviatrix does here, and that's intentional. We want you leaving with wanting to know more, and schedule, get with us and schedule a multi hour architecture workshop session. So we sit down with customers, and we talk about where they're at in that journey, and more importantly, where they're going, and define that end state architecture from networking, computer, storage, everything. Everything you've heard today, everybody panel kept talking about architecture, talking about operations. Those are the types of things that we solve, we help you define that canonical architecture, that system architecture, that's yours. So many of our customers, they have three by five, plotted lucid charts, architecture drawings, and it's the customer name slash Aviatrix, network architecture, and they put it on their whiteboard. That's the most valuable thing they get from us. So this becomes their 20 year network architecture drawing that they don't do anything without talking to us and look at that architecture. That's what we do in these multi hour workshop sessions with customers, and that's super, super powerful. So if you're interested, definitely call us, and let's schedule that with our team. So anyway, I just want to thank everybody on the livestream. Thank everybody here. Hopefully it was it was very useful. I think it was, and Join the movement, and for those of you here, join us for lunch, and thank you very much. (audience applauding) (upbeat music)

>> lie from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to the cubes. Live coverage here in San Francisco, California, for VM World 2019. I'm Jeff Davis Davis, our 10th year, 10 years covering the M world. Quite a run. Got a great stories. More stories coming, Emma days. A lot of organic growth. A lot of typos in the startup scene. Our next two guests Mike Adams, CIA Director bm wear and Ziv Kalman. Oh, vich product line manager here. Welcome to the Cube. Great to see you. Yes, Curtsy to you guys. Got a lot of activity happening around bit fusion. A lot of news to share. Exciting. I mean, in the M. And a story has been high on VM. Where we talking back? Elsie earlier. Continue to fill in on the strategy. >> Yeah, absolutely. Give us the update. Yeah, I think the key thing for us is we really want to become a key player in the A. I am l space and say that those workloads should come on visa. And with this acquisition we think, provides a great framework for a lot of the hardware accelerator devices. The best of you known of those his GP use. But we think there's four coming market with PG A's and also custom a six. So we're super excited about that. >> For the folks that don't know much about the acquisition, what was the motivation? What was the company's core product? What was the interest? Yeah, the >> company had a product called Flex Direct, and that particular product was really focused on taking, ah, similar concept that a lot of V m writes No, which was, Hey, we knew that computes space. We were trying to take these isolated islands and pull them together. Same type of thing. Here you had these expensive devices that people were buying and they were isolated. And now if we could take a single server, it's got a bunch of GP use on it. Why don't we share it? You see all these papers that come out around machine learning at the very end. It says she's I'm amazed that thes GP user so underutilized even when we're actually using them. It's kind of like buying a car and then using the radio only right? Doesn't. It just doesn't make sense. I >> got this trend of alternative processors just sort of exploding all over the place. I mean, obviously in video, sort of people know what's going on there, but but you've got arm. Now you've got the edge coming in, you know, Intel. Still dominant in the server space. But even even storage devices today use different type, not in the not Intel processors in there. It's a combination of our mo are Sometimes you know, G. P uses you say F g a Z, even though they're sort of a narrow use case. You're seeing a six make a comeback. So you got all this additional processing power, you know, going. So that's a tailwind. Absolutely, guys, and it's sort of the intersection of those to maybe talk about some of the trends you see in that regard and how you're taking advantage of them. >> Yeah, it reminds me of many moons ago when we had new chips that were coming out. We said, Jesus, hardware, flurry here, right? And now we're in a really similar spot. Ziv and I see a lot of different types of devices and acceleration devices, whether it's computer network or storage. And in this particular case, right, we just see a hotbed of all these customers that air seeing the same problem, right? And we've got great partnerships with Intel you mentioned in video and and many others. And we just want to really leverage those for these devices because you look at V sphere and say, OK, your traditional workloads. We've done those very, very well. But as we get into containers, KUBERNETES, machine Learning and I, we want these newer cloud native and newer workloads to come our way. And taking advantage of these new capabilities really helps accelerate that in a big way. >> Could you >> explain Maur on the the sphere impact? Because, you know, first of all, of'em, where community you get the feedback right away on Twitter and a lot of things. But sometimes you gotta dig in and find out what people are thinking and where there might. I think that could be future up opportunities or because it meets skepticism. Well, the the sphere native having a eye on the sphere, that's just mind blowing to me. But I mean, I can see I can see a data processor kind of vibe going on here where data needs to be processed. That seems to be a trend. What is it going on with the sphere with this? Is there what's the what's to customers? No. >> Well, I think the first thing to clarify here is that, you know, some often there is this question. Why would Iran m Ellery I work? Look specifically envy. Sphere is a platform. But then customers do run Emily and workers and public clouds. And those layers are not that different than the spirits virtualization layer, and they're running it in virtual machines. So the whole idea would be fusion specifically, is it? Actually, we can make it even more efficient to run these workloads on top of the sphere because the underlying infrastructure that you two actually, you have to accelerate these workloads there. Today they are mostly GP use, obviously, but in the futures, Michael so mentioned you a six are coming in and effigies are coming in. We are going to make those as well. That's the plan using the B fusion framework. Be more efficient to use. A lot >> of people are skeptical around running machine learning on these are not skeptical because, I mean, it's great for any time you have the opportunity to automate something or used software to make something go away. That's not the difference. You're undifferentiated, so it makes sense. But I just can't figure out where, specifically, within these fears of being targeted to use >> where envy sphere as in, Well, >> if I'm operating the sphere on top operator, I got Debs kicking around the corner. I got a cloud Mom reclaiming. Where's this fit in? Where >> this fits into essentially any place for a visa is running. It doesn't matter if it would run on via MacLeod and for any other for cloud partnerships or on the the edge of our Vesey runs. This is a core capability of the sphere, so it doesn't matter. You know where physically or infrastructure is, we would be able to expose this technology. The idea is also that you mentioned the trends in the A six as they're coming into the enterprise. There's an architectural changes also coming in, and in the server perspective, it's just it's the servers are actually getting more dense there, in there, in there in the accelerator infrastructure that they have in them. So you're seeing four to a GP using a single server. Those are very powerful machines. You can just move oil, represent a single machine again. That brings us back to be fusion and descend. The segregated model affects territory used, which is very similar by the way to centralize stories use. >> You guys are on something really big here. I think that hardware assists off load anything. Hardware system, harbor off load is gonna be a more of a bigger trend. And we saw it happen big time and hyper converge just for storage and everything. But I think as you want to stack where kubernetes gonna flourish? Yeah. I mean, imagine all the service is that he turned on Turned off. I mean, that's not I mean, men even know when it gets turned on or off. >> Absolutely offload for awhile with things like a raise, right, trying to push processing off to a bigger ray that you've got there. And then one other thing you said that I think was really important is the audience, right? If you look at a i n m l, we have traditionally haven't talked to the data, scientists of the machine learning folks. And we need to get to the I t. Folks that air supporting those workloads saying similar to some other workloads that were new and saying these were gonna come your way. And so we need to be prepared and you need to be able to leverage. So >> what's the What's the pitch to those folks? What's that? What's what you guys saying to them? Because it is a benefit for Debs and Dev Ops is to have an ops right. You got the ops down. Okay, see that and this change happening. But a dev, What's the pitch? But how do you get their attention? What's the value proposition? >> The the Actually, that's the beauty of it. It's exactly the same bottle proposition that the sphere in Vienna, where the Vienna state provides the developers and the only thing is that now we are letting the the office people to actually provide this doing this infrastructure as well in the same efficient manner. So it's your transformation. Basically, it's giving the exact same value proposition. >> Talk about the multi cloud tie in here. We've heard a lot about multi cloud and I think multi cloud in part anyway, is being able to run any application and workload anywhere. And one of things about your technology is the ability to not have to rewrite the application to take advantage of acceleration. Does it fit into multi cloud? And if so, how? >> Yeah, when we made the bet Fusion acquisition, if you look at their story, they had the any any any story as well, just like we do. And so, you know, we made announcement this week within video and eight of us and VM, where it's definitely possible of the technology that we have to extend that even further. And so, you know, the only thing I know with users going forward is they're gonna have more than one cloud, and so we just need to prepare for that and make sure that it works. And it works well across the board and the common layer. When you look at our multi cloud strategy is vey sphere is going to be at each of those layers. So if it's ties in disease here, it should be pretty easy to make it work in each of those environments. >> What was that What was the announcement you made you share? The big >> one was being able to use in video in the context of cloud in AWS. So's GPU capabilities and bring it to the service as we do on Prem. And so that was a big piece. And then we also obviously, in making that announcement talking about Hey, you know, this is a critical area for us because not only are we doing this, but we're also saying that your bit fusion will help enhance this because we think in video and bit fusion work very well together as well. >> And is that a product of service? Ah, go to market initiative. >> In the case of the coordinated us, it would be offered as part of the service. So when you can consume the compute, you know you want a GPU, it'll be there for you to help run that workload in the cloud. >> And that's available. When >> that's an nvidia in AWS kind of question. When they are making that infrastructure available, it's essentially going to be a nun. In another instance, type that the ember cloud in AWS will offer okay, I >> mean, it's a tech preview. >> What if some of the things that people should know about because again, in the pattern I'm seeing here of'em world is as in love to stack with kubernetes being that abstraction layer that guessing eyes promoting heavily on rightfully so. We're big fans communes with that for the beginning is that you're gonna have this this purpose built, um, native capability so that when you guys got this native vibe going on native to hype the sphere native TSX native, what does that actually mean? Native like Cooper, naked native on I. But what does it native mean? Explain to the audience what that actually means. >> I'll start up. Sure. You could >> elaborate 30 minutes if you want. But what is that >> true native native? The idea >> for us was used kubernetes really two ways. You know, most of the time when we were talking about Cooper Naser Containers, it's running that on top of these Fair right? What happens if you could take the DNA of that and put it actually inside of east here? Right, so not only you could run these clusters and native pods, but you could also leverage some of the value and one of the things that Cubans does really well is it handles workloads really well. So if we take an example where we have 145 e ems and they make up your app, right, normally you'd have to go to each one of those and figure out OK, let's make some changes in tweaks. And now what I can do is I can treat all of those is one workload and I can move them. I could do really interesting things with that. And that's the power one of the powers that you have with Kubernetes. >> And that's where the differentiation. Then you don't think that there's a >> Yeah, exactly. I mean you are essentially getting There are a lot of benefits our customers, our values value that the customer is getting today from V Sphere, generically speaking, and our longtime customers are familiar with the value propositions. And what we are saying is that when you're getting something as a native capability is that essentially ties into all the other capabilities that you already were know very well and you will be able to get those. But with on top on, sometimes on top orbit in conjunction with what >> is that gonna enable? Now let's talk about the enablement. >> So let's go back all the way. If you go all the way back to be fusion, for example, if you enable it is a native technology, then if you're running containers or viens on the sphere natively they can consume to be fusion technology. If you have cool, it is. It can orchestrate natively, the PM's and containers that are using the confusion to collision. Excited. Oh, so this is the whole thing, >> more efficient platform standpoint, >> and it's easier to manage as well, because you don't have to install a bunch of stuff on top of each other because it's needed. It's part of the first. >> A lot of hassle go away that people might >> take it in and you're gonna have to guess tomorrow they're going to go deep into it with >> you. Great, we're excited. So we're hearing a lot, obviously, but kubernetes at this event and and but most of the audience, they're not developers. So how can you use the sort of bit Fusion mojo to attract developers for some of these new workloads, that air come into the marketplace? >> Yeah, I mean it's all about acquiring new audiences in a case of infusions. More the data scientists. In the case of the communities, it's more around the developer. But I think let's use the kubernetes examples as a good one and what we announced with Project Pacific. Basically, the way it looks, the technology looks to them. It'll look like the kubernetes, a p I with a little bit of east for goodness from the operator perspective, the people that we know the 20,000 that are here, it looks to them like the sphere was from kubernetes Goodness. So that's the right mix is you've got to get it. So it looks exactly the smells and feels just like what they're used to. And I think that's a that's a key aspect. And then for the data Scientists with fusion, we really need to say Okay, you know you want to run these workloads, but she's you're paying really a lot of money for these expensive, isolated devices, and you could get more value by kind of grouping them up and making sure that they're used kind of in aggregate, right? >> So there's more leverage on the data science side So if I'm say hiring someone I know I'm or more to work with with >> exactly, essentially, it's it's the same story. They don't need to change their applications, their framework. Their models use the same could interface, which is the GPU interface for for the GPS computer. >> So So let's talk about that. So data scientist, you know, they always complain that most their time is spent wrangling data That's their, you know, bugaboo. And then there's a collaboration between data scientists and developers, which probably doesn't happen enough. What are you seeing in terms of the trends from the data science role? And can you help solve some of those problems? >> Well, what we are about to solve is really access access to infrastructure for them. Easy access to the infrastructure in their software stack. And the way to get there is to make the data engineers that serve these data scientists and the application administrators that surges data scientist to get easy access to the infrastructure Dany to provide the software, and that's where the sphere eventually comes in. So it's not the Celia direct relationship with the end users. It's more enabling the entire organization that actually served these end users and let them use as much infrastructure as your partners. And >> that and that and user organization. The buffer >> guys last question share what the plans are. What's next? What's your goals for the next 6 to 12 months? I'll see. Get the acquisition under your belt. Native in these fear, a lot of other cool things. I mean that I could talk about >> customers and maybe you can talk about product from a customer perspective. You know, we want engage in proof of concepts. So we want to bring them in, let them test out the software. It already works with the beast here, so I'll be running with multiple proof of concepts across the globe. We >> use cases in the U. S. Case or what? >> Yeah, I mean, it's it's pretty simple at the moment. It seems to be most people that are using GP use around ml. We have a great demo down the floor that shows people trying to run inception, three year resident 50 And how can we actually help those v EMs that are running that? So that's gonna be my focus. The next six >> years you want get some use cases come over here, bring him up to Mike. >> And from that perspective, I mean, obviously, we acquired occasion in an early stage. The technology works well. It works well enough to be product eyes. However, Veum, wherein the sphere has very high enterprise software stone standards in terms of security and management and governance. All this capabilities so that's going to be are focused on the next, you know, even almost a year to make sure that we bring it up to a level where we can confidently provide it and sell. It is a product >> you gotta engineering hye bar there absolutely thanks to Russia coming on keeping the update, the end world coverage Breaking it down. 2019. It's the Cuba job for David. Thanks for watching Be back with more after this short break.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back, everyone. Live Cube Live coverage here in San Francisco, California in the Mosconi North lobby for V Emerald 2019 tapes our 10th year covering with some great guest, three days of wall to wall coverage that an amazing signorina Rob Salmon is the president CEO of Cohee City. Dave Solo, presidency of the Special Olympics Northern California. Thanks for coming on. Thanks to spend the time. Thanks for doing. Set the table. Why we hear what we're talking about. What's the purpose here? I know I wouldn't want to set it up more >> absolutely. I've been involved with Special Olympics for several years now. When former company Netapp Matt Thompson over Adobe called me and said, We got this high tech challenge. Dr. We've never sold it out. We want it. We want to get more companies involved when you help out, and the answer was absolutely and that led to David asking me to be on the board. So I've been involved with David, the team for an awful long time. KOHI City When I joined the company, some of the folks there knew of my involvement is that we'd like to start participating as well, which has led to what we're doing here. Of'em World >> David Talk about Special Olympics Quick mission for sure about the folks that might not given update for sure. >> John Yes, so Special Olympics enriches the lives of children, adults with intellectual disabilities. And so, in our footprint in Northern California, with serve over 23,000 athletes ages eight above and it's it's it's interesting. There's a lot of misconceptions people will say to me That's a great event that you do every four years And they referring the World Games, especially its world games, where athletes from all over the world get a common compete. But locally, through the state programs, hundreds of competitions happen a each and every year. And in Northern California we have, or 400 competitions per year in 14 different sports provides a wonderful ray of opportunities for athletes to demonstrate what what they can do when given the opportunity >> to do so. Talk about the community of aspect of it because I think What's interesting is what's on TV and what's in the mainstream press. It's more reach people that can be known for that. But it's deeper than as you point out. But >> talk about the >> community aspect. Got volunteers, people, individuals involved. Yeah, but the makeup of the network? No, it's an incredible network. >> I think we've really brought in an expanded our reach over the last 10 years. It used to be well known primarily for sports programming. So now we have inclusive education and health programs. We're able to bring together people with and without intellectual disabilities through those mediums. So if I'd resource is to schools an education and they run special Olympics programming during the school day. So educators wanna have us because we're improving school clamp campuses, reducing bowling, enhancing social emotional learning. And so the work that we're doing is so so critical with that community, then the area health. We have inclusive health. So now we got health and medical crypt, uh, professionals that are now providing health screenings for athletes. So some of the younger volunteers that we get that they're wanting to make a career in the medical field they're exposed to our population, right? And so they learn more about their specific health needs. So it's really about changing people's attitudes. And so this community of supporters volunteers, health professionals, education, Really. Our goal is to change people's attitudes fundamentally worldwide about people with intellectual disabilities and really kind of produce inclusive mindsets. We call it really promote understanding. >> If I may. I I really think what David and his team does and folks of sports Special Olympics around the world, they're dying. Changing attitudes are changing lives, lives of the athletes, lives of the people that work with the athletes, lives of the families. If you go to these events and there's something special, there are a lot of fun. And when you get involved and you see it, it definitely touches your heart and you realize we could be doing so much more. We could be doing so much more. >> I'm struck by you. Clearly, there's a passion thread here, and your background is really interesting to me because you're an accomplished student athlete, played football on and then you started a career in nonprofit right away, and now Rob, he was somebody would have hired right. It was like the perfect student athlete. You know, magna cum laude. I want this guy on my team. My hard driving says that How did you get into this? And described the background of that >> know for sure, sewn with nonprofit work. I kind of kind of started out. I was working for Boys and Girls Clubs of America, raising money to go to grad school, to be a history professor of all things. And so I got involved with the Boys and Girls Club with special Olympics. When the opportunity came, what was what was unique about it? It's really about how sports changes people's lives. Growing up, my father left me when I was 10 years old, and so was my coaches. They were the ones that really wasn't for them. I don't know that I would be here today, so they really took an active role in my life. So I've been very passion. I believe sports is a catalyst for social change, changed my life and provide an opportunity for me to be successful. And so that's what I want to help get back to our after. And it's also so. It's interesting is it's also proves that takes a village, you know, in these experiences changes lives. I think this is the big story, and it points to that. The sports is one element of other things. Health care. So you start getting connected in this is where the magic happens. This is the key. Yeah, some of the stories that wherever just phenomenal. I think society focuses on what our athletes can't do and dwells on the disability. We don't do that. So what? We're passionate about showcasing what they can do and having our volunteer, you know, certified train coaches work with our athletes to really help them get to the next level so they could be successful not only on the field, but off the field. So I mean, I got to get involved. Talk about the virtual. You're in Northern California. That's your territory, your area. But people, how they get involved, they wanna be share some no points of touch. Yeah, for sure. So a couple key points to touch would be number one. We have over 20,000 volunteers in our footprints, so we have a tremendous need for volunteers both globally and here locally, with Special Olympics, Northern California number two is from a donor standpoint. So everything that we do for athletes is completely free. And we're able to do that because the support of our community partners, our corporate partners like, Oh, he city, you know, individual supporters foundations were able to do that because of themselves. You know, either someone could go to the global website Special Olympics dot order come to W w dot s, O N C dot or for Northern California. We're always looking for volunteers, donor's community supporters, and we're also looking for board members, particularly from the tech sector. Senior executives in the tech sector. Justin, you stay channel lies for the people involved that also includes the people who volunteered. I'm sure people that want to make a difference whether you're thinking of senior approach, rather urine or your employees who want to give back so tell about the lives changing impact there because this is a corporate angle here that's not doesn't it's not for profit thing. It's a four good thing. >> Oh, this is for a good thing, and the thing I did to that is, and we touched briefly on Boys and Girls Clubs of America. These are all great organizations. I know Patton is key note. This morning, touched on giving back. This is an opportunity. Well, we're all blessed. We should give back. But the whole notion of getting more involved in touching lives I'll start with my two boys. They went to summer games and U C Davis three or four years ago. Now both of her good runners and they had some other kids on the high school team go with them. They were incredibly impressed. They had a lot of fun. A little banter with the athletes. Newsome, Bath, please. Out there there, Let's talk your heart. The gun goes off for the start, and they're already you get the arms up, curing away, and there's others incredibly talented athletes as well. It's so it just opened your eyes of what is possible. You're the one thing I touch on Is self esteem matters for every one of us, whether you have a disability or not, whether you're young or my age, it matters for someone to tell you that you are good. You are really worthy. Your hard work is paying off. You see these athletes when they finish the race or accomplished something that couldn't be more proud going to these events it will want. You will want to get involved. That's what typically happens. >> It sounds like you do coverages gonna be making its way to these events. Actually, wait, are fully got this part in the NHL MLB, NFL Masters golf tournaments. We have to get a pro circuit going on here way. Wonderful. Yeah. Hey, this is a really great cause. Any final thoughts again, back for people who want to get involved in the North California group. What? What can you offer people? No, I think we offer people a tangible way, especially when we think of the tech sector. And we think of the, you know, the employees and the millennials and hands on way for people to come out to our regional competitions and actually engage with our athletes and volunteer and be hands on and actually see where your money goes. You know, see, see that it's something tangible and you're helping provide that venue for athletes to be successful. One of things I didn't mention that we're really proud of. So we have a way of athletes are college students. We have athletes that are full time employees. Married couples, >> Um, >> and then we have a published poet. But last couple months we have an athlete that passed the bar exam who is now going to be a practicing attorney on. So that's really shows that you know, one of the things that you guys are hitting on here, Rob, I know you guys do a lot with your company. You guys even donating one of your tech sessions for a survey that John Troyer's team did around. Check burnout. People get it and even my kids to go to the high school In a lot of high schools like this now, where people get stressed out of the weirdest things, >> This is the kind >> of thing that getting involved in these community events like this really could help everybody. She allowed a little bit, Really. Take a load off, work with people, see the connection, see the impact. It's a burnout tactic option. It's also a way to relieve some stress. Feel >> good about it. >> The employees of Cohee City, when they came to me and said they want to get more evolved, they didn't do it because of me, they did it because they're excited about working with Special Olympics and they're beaming. Means some of the athletes 11 9 with a bunch of athletes going the baseball game tonight, Hamilton tomorrow night, their families as well. We couldn't be more excited, But I agree with you. You look at all the stresses in our lives, and I think this notion of what you do, who you do with how you give back is really, really important. I think that gives back piece, I think more of us allowing employees to do that, helping our children and school understand truly important the value. Um, is this absolutely >> You guys are making a great point because we've both been involved in youth sports all our lives, and it's kind of become twisted where you've got kids needs and parents needs and the parents trying to meet him in the middle, and that's not the way it should be. Your initiatives, I mean, it underscores what it's really all about. Self esteem, having fun, supporting your teammates and the broader community. >> But they stay well and compete and win two that they're in there. See some of those players. I mean, they're >> hard. I've seen some hard core competition, no doubt. But how well do they start? So >> eight years always started eight. And we have an athlete that's 81 that participates in watching. >> So okay, so appropriate. But the reason I miss it because, you know, having studied this allowed it. It's like 12 years old is the crossover point where people start to get crazy. And if you start before then, in other words Oh, this kid is nine. But he's not that good. Who could tell what a nine year old Michael Jordan got cut from his freshman basketball team? So it just goes to show you. So I think that that again, the values that you guys air promoting our worthy thanks >> me feel better about what we're doing. A cohesive it really does. Thank you for doing this. Being able to put two things I'm really passionate about together. Ah, this is pretty special for me. And I think my it around our founder and the rest of the company. And in David and team, they just do a fantastic job. I just wanna make sure we keep building on it. >> Congratulations. Great to get the word out. Congratulations. All your hard work. Awesome Cube coverage live in San Francisco. We back with more after this short break.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back, everyone. Live Cube coverage here in San Francisco, California Mosconi North were in the lobby for VM World 2019. I'm John for a day. Volante are 10 years covering VM World's been exciting, Dave, and we've watched all the changes and our next guest is going to illuminate all the benefits at the top of the stack, as I call the end user experience. Shaker Ire, Who's the V S v. P. And general manager End User Computing within VM, where what that means is, he takes care of all the stuff that we're virtualization creates those efficiencies. I think what Palmer's just called end user computing still, but they still have that name back then, if I remember correctly, >> yeah, you >> know the name is stuck because it's ah, it's sort of income, passes all the technologies and uses use right as digital interface is. So that's why it's and use the computing. It's any digital interface that anybody at work uses. Now, the interesting thing is people don't work in an office anymore, and the interface is no longer just a laptop. >> Well, I want to get into some stupid questions around the work environment cause whether you working at a cafe or at home is all kinds of security issues. Also, user experiences. Collaboration software. But let's first get the news out of the way. Digital work, Space news What's the What's going on? The show? What you guys announcing? Yeah, so >> before we get to >> the news that we met me, frame it up a little bit right? Because when you think about organizations today, especially with the changing demographics, where they're going in terms of new devices, the mobility phenomenon, right, the transformation they're going through in terms of just their own cloud and APS and so on, right it. Every every one of those things effects employees, right. And at the end of the day, you know what organizations want is for the employees to have a great experience all the way, as we call it from higher to retire. Not to do that, you know you need a platform because I can just give you a pretty apt running in the laptop and say, Great, that's That's the end of the employees experience, right? It's fundamentally transforming the own whole environment. That's why it's still retains its term and use the computing. And to do that, you have to hit at least three facets, right? One is, of course, How do you deliver a great experience for the employees where they can get any app, any device, anywhere, any form? Anyway, that's one aspect of it. The second aspect of it is from a nightie standpoint. I've gotta manage all this complexity, right, and it's only growing. It's not shrinking with all the head virginity, so there's a management angle of it, and then the tone angle of it is, you know, security. As you pointed out, right security so important. In fact, what you users want is they don't want any security driven compromises. What is an example of security, even compromise, that I have to go through three passwords because he simply don't trust me? Heck, figure it out. Is what the user's Saito I t especially the millennials. Right. So s So you gotta address that. So the platform that we have workspace one actually addresses all three So we have innovations today and news in all three areas, right? So it's an example. Employ experiences, something we've been driving with enterprises and corporations for at least two years. Now we've upped the ante. We have now introducing a virtual assistant that employees can use either through voice or text to essentially ask questions. Hey, what's how do I get into WiFi? What's my employee directory? Um, you know who I go to first? You know this and that, right? As employed onboard the organization. Those examples of virtual assistant can do it. So we released the virtual assistant. That's a big piece of news in the employ experience. Sadie. Another big piece of news is we are introducing a tech preview of what we call digital employees experience management, which means I t now has a user expedient score that they can look at and say, Hey, is David getting a great expedience? No, it's poor, and I can die right in. I can find out the root cause I can fix the issue, and I could do that automatically. >> KP eyes can come out of that right? Absolutely serviceability. >> Absolutely. And I think you know, I've talked to many Cee Io's and we you know, we drive works based one and they for awhile sort of told me, Hey, this is all good. But >> I don't know how I'm doing all my >> doing with respect to, you know, your best best customer. Um, I ahead and behind and far behind. So this really helps them. >> Here. Let me ask the questions. That's a good point I want because this gets down to the heart of the issue. What is the top requests that you're getting from your customers or top two or three features? That pattern that continued comes back from your customer base when it comes to end user computing. These the experience, >> it spends all three things, right? So the first thing is, they're saying, Listen, I want to be able to deliver a great employee experience some, you know, help me do that. Helping measure and make sure I know what journey, Eman That's one right. Second is I've got to set virginity. I've got this complexity of God. You know, I always phones. I've got android tablets. I've got a you know, Dell laptop. I've got a Mac book. I've got you know a rugged device. I've got some work space I ot devices like printers and ex sector X factor. I've got this head virginity. Just help me manage this complexity in a sort of a unified, seamless, uniform way. Right? And third is help me secure my enterprise. So there's a whole model emerging called zero Trust. Where in the old world, what you do is you just build a huge wall around the enterprise, right? A pedometer, and say I'm inside the wall. I need to be domain joined on that inside the fire world. Therefore, I'm good. I mean, you got to throw that out of the window anymore. >> Doesn't exist in your model, because if a millennial or workaround working at home, that means every single i p device on my network potentially a compromise point. >> Correct. So you have You have to start with that device never ought to be trusted. And every network is hostile, right? If you start out for that reminds, then you build trust over time, right? And how do you build trust? You first say you leverage user identity, You say Okay, Davis who he is, right? And so that becomes an identity. You say this device is trusted or partially trusted. So one of the things we're announcing its part of innovations today is what we call workspace to risk analytic, which means we're able to provide a risk or write for the device. And we can say, Hey, this device is a risk on a score of 1 to 10 of eight, which means I can mostly trust it. Maybe you don't trust the sensitive apse. So therefore, a block access to the most sensitive apse, right? So use a combination of different things. They use things like NSX micro segmentation to your point about how we build on the Via Mary Stack. The carbon black acquisition is phenomenal because it gives us that intelligence. So collectively, we're able to sort of implement the zero trust model. Right. So >> those are the >> three main topics, right? Is employed expedience, unified management and zero trust security are really, really >> important. I want to ask you about your tenure, gm, where coincided with the air watch expedition. And prior to that event theme, we're struggled in this space. Ana Citrix dominated your pre Gerald. You know, your former company kind of fumbling around in air watch now. Air watch, if I recall correctly from wrong was not like the number one player. Just like people are saying carbon blacks, not the number one player. Absolutely. And then you get into the VM where flywheel effect or Sanjay Putin came in and it was great leader. But I wonder if you could sort of describe the ascendancy of the end user computing business at at VM wear. And I'm curious you mentioned carbon black and you kind of replicate that with our end point cloud security, peace. There's obviously a security use case. You clearly just described it, but take us back to >> great, great, great question. So actually, I joined right when literally, maybe a month before the air watch acquisition. Right then. So a Sandy and I and the rest of the team sort of worked this. We said, Hey, listen, a watch is a phenomenal sort of mobile management and security player. We had a very good product and horizon VD I, but it was a little bit isolated, and there were others, like, say, tricks that are sort of motor head in that space. So what? The first thing we did is we have three assets. Actually, the third I said what we had a Fed rated identity asset that we had purchase, but not leverage. So we said he know what the identity really has to get coupled with. You know, the death star pulled the mobile world, so we actually took these three piece parts and started integrating it as he started integrating it. We said, You know, this actually forms a very interesting work space, and we said It's a digital work space to be sort of coined that term and started to really tight together. The experience is a user would have, whether they were in a mobile device, a physical desktop or a virtual desktop right and made that seamless. So that's when the work's based one app was born and this was probably around the 2015 time frame. So we started releasing it, and then we started to stitching together basically all the back and integrations, right, So out >> of >> this out of that was born a workspace. And so, in 2016 with the momentum of the workspace, desktop business came back because now it had it been on. We've done a lot of work on the desktop businesses. Well, we made it very competitive with Citrix. We bought volumes. We integrated that we made it actually the best media solution. The markets, with a tremendous traction by itself in the horizon space and then integrating it works with people, said You know what, I need to get that workspace. And why am I dealing with Citrix this horizon solution within workspace in a more than salts my problem. In fact, it's better in certain areas. So that sort of got momentum going around that we really built that workspace momentum. And that was, I would say, till about 2016 or so. And then we saw these three things coming up. One is Hey, employees, experience matters. We really started pouring effort into the employees experience from, you know, day one day two and beyond. And then recently, including this show, we added divided sort of Day zero and then the off boarding pieces. Well, so employees experience became sort of the lightning rod for why somebody would adopt this workspace one platform which were built by then, right, and then we added on this ability to do modern management, especially on Windows and Mac, which was really starting to take off last year completely. Darden rounded out that portfolio and handsome capability, and then we added Now zero trust model, which is which is now sort of bolstered by the acquisition of carbon black. So you can see this a set off cascading talk, full moves. But we did it in a way where, you know, it was really truly integrated. So when as we come out with carbon black now, one of the most interesting things is right when carbon black comes into the fold, we've already done the integration. We're actually going to show it on my keynote right after this, right? We're actually showing the integration between workspace one intelligence and carbon backs You There you have it. You already have an asset that's completely integrated. >> So the risk or is interesting to me as well, so as endpoint security, because much, much more importantly, no fishing is you know, the big way that people get give up credentials. Does >> any of >> this seep into machines and I ot and edge? >> Yeah, and fabulous question. >> Wonder if you could come. >> Absolutely. I think listen, be if you think about risk oars and if >> you think about >> risks at large and devices they've been largely and Windows devices and not to and blame it on Windows, I think they might accept in a fabulous job of sort of progressing windows. But by far it's the most used operating system in the enterprise, right? But Mobile is getting used there. There, you know, it's starting to make a huge starting take a large part of the real estate of the enterprise. So I think we have a unique opportunity now through the data we collect on mobile devices with workspace one using the underlying air watch technology coupled with some of the, um, you know, data that, you know, data analytics tools we have in the carbon black cloud and the way they do sort of threat analysis and, uh, and determine potential attack vectors. We have an opportunity to leverage that intelligence. And that day, the lake and that technology, coupled with the data, we have to really now build a broader sort of threat surface understanding across multiple devices, and eventually that goes into a I ot. Right. So we're actually going to be working with some of the other technologies we have in Wimmer called Paul's Right. Pulse is very interesting because they have the ability to speak multiple device protocols that nobody does. Okay, so we're gonna take advantage of them potentially to sort of be able to start to poke into devices that are attached to the office, but not quite attached to the office. In the sense they're not mainstream devices you and I would use. But indirectly, you may use it, right? So be able to sort of get a much broader view off a visibility of devices. Second is how to manage them through a combination of workspace, one impulse and third, to get the data so that we can feed it into this federated cloud of workspace one intelligence and carbon black to understand the risk. And that way you have this three prom thing, right? I >> wanna ask you a personal question. Pat gal singer was very prolific this week again. Props of in social Media, Mojo doing a selfie on stage with Craig. Job ate up. Yeah, um, doing a little morning thing, telling people how he prepares for his keynote. Yeah. So how do you prepare for your keynote. Do you like, give it for a M and hit the gym and get a job coming up right after this interview? >> I do. I I I'm not fat. That's incredibly disciplined, I think. I think it's been waking up at 4 a.m. for a long time, so I'm not that much of an early bird. But I prepare because, you know, I've been involved in the construction of the keynote. So for me, it's, um, be started work on this, probably about three months ago, because the story came together. It's very natural to me. Just like you asked me the question. You know, tell me about the evolution. It's just a very natural thing because, like telling you >> on relevant story, not just beady eye. Yeah, it's so much more now. >> It's so much more And, you know, and I've lived through this and I participated in most of the decision making, so, you know, when my head of product marketing company said, Hey, what should we do with the keynote? I said, You know, I have the storyline in mind, right? And sit on the same three or four pillars I'm talking to you about, right? How do we tell the story to the audience about what is the platform? Why should they sort of bet on it? How did they sort of deploy it, show them some real world examples and then basically sprinkling all the innovations? That sounds exciting. So? So because of that story lines always being in my head. So it's not that hard. It's just sometimes you just need to sort of a CZ. You're unstable. >> You're preparing Saul, you're part of Yeah, I was handing it to you. Nobody related it. So >> for me, I think it's just sometimes just rehearsing some of the key parts. And then, of course, the visual cues. And they >> want to slam home the big point. They go. You know, I've been looking at your career. You have to check your technologies, but also, you're pretty much been a product leader. Yeah, and your career definite. So I gotta ask you around from the big movements in the innocent. Like your perspective as a participant. This was a product leaders Well, executive in there and done that. Amazon introduced their first conference around cloud security called reinforces. Here we get Cube coverage there. It was interesting because it wasn't like a typical security conference like black hat. Definitely on our say wasn't so much I t is really about cloud security. And so Dave and I were speculating like, this is the first cloud security show. I mean, dedicated to kind of cloud security didn't say cloud security, but essentially, cloud security. >> What is >> your take on the cloud security? Because a >> little bit >> of a different view, little bit architectural change. If you gotta have the on premises, you're gonna have the cloud if things any working together, some things you're doing and security quite frankly, around isolation to, you know, working in in any environment. You're that year in the middle of it all. >> Yeah. >> What is cloud >> security and why I have a conference isn't relevant with your thoughts. >> That's a >> great question. I think you know, you see many of these trends, I think, you know, listen, many of these conferences, they provoke their thought provoking, so it forces you to think right? So when I think about cloud security now, traditionally when you think about cloud security, you would think about technologies like Cass be light cloud access service broker. You would think about encryption to means much more than I do >> all the usual stuff in the back. If he's there, other people are there. But no. >> Yeah, I mean more than my coffee. I think you know you. It's sort of you think of the the the NL unlocked to cloud securities Data center security where you think of the sort of Amazon cloud living in Amazon Data Center. And, you know, how can we protect the, you know, the data and the egress access into those cloud and in the same technology sort of apply, but to your point that you sort of just touched upon its That cloud is not living in isolation. First of all, that Amazon Cloud is connected to a whole bunch of, you know, applications that are still sitting in the data center. Right. So they were not there. Potentially not moving the Oracle database today isn't there moving some workloads to the cloud, right? That's what most most companies are. Hey, guess what? There's all these end points of the connecting the connecting both the data center in the cloud. You're not gonna proxy to the cloud to get to the data center. So there's gateways. So do me. Cloud security can't be an isolated, you know, sort of technology that companies have to sort of think about now is there Is there opportunity to leverage the cloud to manage security better and get visibility in the security environment to do security? Analytics? Absolutely. So I think to me, that's where it's going. Because security, I think, has been proven, is no longer. You know, the one sing single thing. It's just you have to do multiple things. Every time I go talk to CSO's, they tell me they got this technology. I said, Hey, wait a minute. You you have 20. Did you cut down any yet? We've got down a few, but you know, they're just nervous about cutting down too much. Because of that one piece of software >> insurance policy. They're insecure. >> They cut to the added four, >> another tool. Bullshit. I think I think the architecture will get simpler because it's way too complex, but the same time I think you have to. There's no sustenance, cloud security and network security or endpoint security, and >> maybe there's a whole new group emerging within VM where that you could add to your repertoire en Pointe computing group your end user computing. Why don't have endpoint computing? That's >> what you're holding >> is you know is all about what do we need to do for the user? Both as I t and the end user? Okay. And now he now folks like hr and so on, the securities has to be built into it, right? So much like that. I think when you go build our data centers are the public cloud and build this hybrid clouds, security is to be built into that as >> well. We'll shake our thanks for coming on and sharing your insights. A super important area. We're gonna be covering this. This is cloud to point of this end user computing. This is where the edge of the network is. That's where the people are. They are part of the edge. A thin part of the edge of a big part of the edge. You're gonna be in the middle of it will be following the attraction. Thanks for coming on. You So much for having me having played Cuba, Cuba live here in San Francisco on chopper develop the state tune from or we have two sets. Three days of wall to wall coverage, worldly in day one. Stay with us. We gotta have Michael Dell. Pat Nelson. Come on Tomorrow and a lot more guests coming onto. They stay with us. We'll be right back.

>> from our studios in the heart of Silicon Valley, Palo Alto, California. It is a cute conversation. >> Everyone. Welcome to this Special Cube conversation here at the Palo Alto Cube Studios. I'm John for a host of Cuba here. Moritz man is the head of the product management team at Open Systems A G. Great to see you again. Thanks for coming in. >> Hey, John. Thanks for having me. >> So last time we spoke, you had your event in Las Vegas. You guys are launching. You have a new headquarters here in Silicon Valley. Opened up this past spring. Congratulations. Thank you. >> Yeah, it's a great, great venue to start, and we set foot on the Silicon Valley ground. So to make our way to >> I know you've been super busy with the new building and rolling out, expanding heavily here in the Valley. But you guys were in the hottest area that we're covering Security Cloud security on premise, security. The combination of both has been the number one conversation pretty much in the cloud world right now. Honestly, besides a normal cloud, native cloud I t hybrid versus multi cloud out. See, that continues to be the discussion I think there's no more debate around multi cloud in hybrid public clouds. Great people gonna still keep their enterprises. But the security equation still is changing this new requirements. What's the latest that you guys are seeing with respect to security? >> Yeah. So, John, what we see is actually that cloud adoption had happens at different speeds. So you have usually the infrastructure of the service. Adoption would happens in a quite controlled way because there's a lift in shift. Do you have your old data center? You you take it and you transferred into azure I W S O G C P. But then there's also uncontrolled at option, which is in the SAS space. And I think this is where a lot off data risk occur, especially the wake off GDP are on where we see that this adoption happens. Maurin a sometimes control, but sometimes in a very uncontrolled way, >> explain that the uncontrolled and controlled expansion of of how security and multi cloud and cloud is going because this interesting control means this this plan's to do stuff uncontrolled means it's just by other forces explain uncontrolled versus controls >> eso controlled specifically means the IittIe team takes as a project plan and aches servers and workloads and moves them in a controlled fashion or in a dedicated project to the cloud. But what happened in the business world of business I t is actually did use those share content at any time with any device at any at any time and in all locations. So this is called the Mobile Enterprise on the Cloud First Enterprise. So it means that the classical security perimeter and the controls in that are my past, actually, by the path of least resistance or the shortest path >> available. And this is the classic case. People use Dropbox with some, you know, personal things. They're at home, they're at work, a p I based software. That's what you're getting at the >> and the issue of this is that that the data that has bean, like contained an pera meters where, you know, as it Caesar, where your data is. This has bean deployed too many edge devices, too many mobile devices, and it's get it gets shared, a nun controlled way. >> We'll get a couple talk tracks would like to drill down on that, because I think this is the trend. We're seeing a pea eye's dominant. The perimeter on the infrastructure has gone away. It's only getting bigger and larger. You got I, O. T and T Edge just and the networks are controlled and also owned by different people. So the packets of moving on it that's crazy so that that's the reality. First, talk track is the security challenge. What is the security challenge? How does a customer figure out what to do from an architectural standpoint when they're dealing with hybrid and multi cloud? So first of >> all, um, customers or BC enterprises try need to re think their infrastructure infrastructure centric view off the architecture's. So the architecture that had been built around data send us needs to become hybrid and multi cloud aware. So that means they need to define a new way off a perimeter, which is in cloud but also in the covering. Still the old, so to say, legacy hyper data center set up, which has the data still in the old data center and at the same time, they need to open up and become the cloud themselves, so to say, and but still draw a perimeter around their data and they users and not and their applications and not so much anymore around the physical infrastructure. >> So taking, changing their view of what a security product is, Is that really what you're getting at? >> Yeah, So the issues with the product point solution was that they fixed a certain part off off a tactile issue. So if you take a firewall in itself, firewall back then it was like a entry door to a big building, and you could could decide who comes out goes in. Now. If the the kind of the walls of the building are vanishing or arm or more FIC, you need to come over the more integrated concept. So having these stacked appliance and stacked security solutions trying to work together and chain them doesn't work anymore. So we think and we see that, >> Why is that? Why doesn't it work? Because in >> the end, it's it's it's hardly two to operate them. Each of those points solutions have their own end off life. They have their own life cycle. They have their own AP eyes. They have their own TCO, as all that needs to be covered. And then there's the human aspect where you have the knowledge pools around >> those technologies. So as an enterprise you have to content to continuously keep the very scar security experts to maintain content continues the depreciating assets running right, >> and they're also in it. We weren't built for tying into a holistic kind of platform. >> Yeah, What we see is that that enterprises now realize we have data centers and it's not accepted reality that you can abstracted with the cloud. So you have You don't own your own servers and buildings anymore. So you have a PAX model to subscribe to Cloud Service is and we think that this has to happen to security to so shift from cap ex to our pecs and the same way also for operational matters >> securities. The service is a crepe is a small I want to ask you on that front you mentioned mobile users. How do you secure the mobile uses when they use cloud collaboration? Because this is really what uses expect, and they want How do you secure it? >> So be secured by by actually monitoring the data where it actually gravitates, and this is usually in the cloud. So we enforce the data that is in transit through, ah, proxies and gators towards the cloud from the endpoint devices, but also then looking by AP eyes in the cloud themselves to look for threats, data leakage and also sandbox. Certain activities that happened. There >> are the next talk talk I want to get into is the expansion to hybrid and multi cloud so that you guys do from a product standpoint, solution for your customers. But in general, this is in the industry conversation as well. How how do you look at this from a software standpoint? Because, you know, we've heard Pat Gelsinger of'em were talking about somewhere to find Data Center S d n. Everything's now software based. You talk about the premiere goes away. You guys were kind of bring up a different approaches. A software perimeter? Yeah, what is the challenge for expanding to multi cloud and hybrid cloud? >> So So the challenge for enterprise and customers we talked to is that they have to run their old business. Gardner once called it by motile business, and it's still adopting not one cloud, but we see in our surveys. And this is also what market research confirms is that customers end up with 2 to 3 loud vendors. So there were will be one or two platforms that will be the primary to their major majority of applications and data gravity. But they will end up and become much more flexible with have running AWS, the old Davis Center. But it was the G, C, P and Azure, or Ali Baba glowed even side by side, right tow cover the different speeds at what their own and the price runs. And >> so I gotta ask you about Cloud Needed was one of the things that you're bringing up that just jumps in my head. And when I got to ask, because this is what I see is a potential challenge. It might be a current challenges when you have kubernetes growing such a rapid rate. You see the level of service is coming online much higher rate. So okay, people, mobile users, they're using the drop boxes, the boxes and using all these FBI service's. But that's just those wraps. As a hundreds and thousands of micro service is being stood up and Tauron down in there, you guys are taking, I think, an approach of putting a perimeter software premieres around these kinds of things, but they get turned on enough. How do you know what's clean? It's all done automatically, so this is becoming a challenge. So is this what you guys mean when you say software perimeter that you guys could just put security around things at any time? Is that explain this? >> Yeah, So? So if you talk about the service match so really mashing cloudy but native functions, I think it's still in the face where it's, I would say, chaos chaotic when you have specific projects that are being ramped up them down. So we draw a perimeter in that specific contact. So let's say you have You're ramping up a lot off cloud a function AWS. We can build a pyramid around this kind off containment and look especially for threats in the activity locks off. The different component is containers, but from from a design perspective, this needs to be, uh, we need to think off the future because if you look at Mike soft on AWS strategy, those containers will eventually move Also back to the edge. Eso were in preparing that to support those models also cover. Bring these functions closer back again to the edge on We call that not any longer the when, ej but it will become a cloud at at actually. So it's not an extension of the land that comes to the data. It's actually the data and the applications coming back to the user and much closer. >> Yeah. I mean, in that case, you could define the on premises environment has an edge, big edge, because this is all about moving, were close and data around. This is what the new normal is. Yeah, So okay, I gotta ask the next question, which is okay, If that's true, that means that kubernetes becomes a critical part of all this. And containers. How do you guys play with that at all? >> So we play with us by by actually looking at data coming from that at the moment. We're looking at this from a from a data transit perspective. We But we will further Maur integrate into their eighties AP eyes and actually become part off the C I C D. Process that building then actually big become a security function in approval and rolling out a cannery to certain service mesh. And we can say, Well, this is safe for this is unsafe This is, I think, the eventual goal to get there. But But for now, it's It's really about tracking the locks of each of those containers and actually having a parent her and segmentation around this service mash cloud. So to say, >> I think you guys got a good thing going on when you talk about this new concept that's of softer to find perimeter. You can almost map that to anything you get. Really think everything has its own little perimeter workload. Could be moving around still in these three secure. So I gotta ask on the next talk Trek is this leads into hybrid cloud. This is the hottest topic. Hybrid cloud to me is the same as multi cloud. Just kind of get together a little bit different. But hybrid cloud means you're operating both on premises and in the cloud. This is becoming a channel most si si SOS Chief admission Security officers. I don't want to fork their teams and have multiple people coding different stacks. They don't want the vendor lock in, and so you're seeing a lot of people pulling back on premises building their own stacks, deploying in the cloud and having a seamless operation. What is your definition of hybrid? Where do you see hybrid going? And how important is it? Have a hybrid strategy. >> So I think the key successfactors of a hybrid strategy is that standards standardization is a big topic. So we think that a service platform that to secure that like the SD when secure service platform rebuilt, needs to be standardized on operational level, but also from a baseline security and detection level. And this means that if you run and create your own work, those on Prem you need to have the same security and standard security and deployment standard for the clout and have the seamless security primary perimeter and level off security no matter where these these deployments are. And the second factor of this is actually how do you ensure a secure data transfer between those different workloads? And this is where S T win comes into play, which acts as a fabric together with when backbone, where we connect all those pieces together in a secure fashion >> where it's great to have you on the Q and sharing your insight on the industry. Let's get into your company. Open systems. You guys provide an integrated solution for Dev Ops and Secure Service and Security Platform. Take a minute to talk about the innovations that you guys were doing because you guys talk a lot about Casby. Talk a lot about integrated esti when but first define what Casby is for. The audience doesn't know what Casby is. C. A S B. It's kicked around all of the security conscious of your new to security. It's an acronym that you should pay attention to so defined casby and talk about your solution. >> Eso casby isn't theory. Aviation means cloud access security we broker. So it's actually becoming this centralized orchestrator that that allows and defines access based on a trust level. So saying, um, first of all, it's between networks saying I have a mobile workforce accessing SAS or I s applications. Can't be it in the middle to provide security and visibility about Where's my data moving? Where's married? Where do I have exposure off off GDP, our compliance or P C. I or he power risks And where is it exposed to, Which is a big deal on it's kind of the lowest level to start with, But then it goes further by. You can use the Casby to actually pull in data that that is about I s were close to toe identified data that's being addressed and stored. So are there any incidentally, a shared data artifacts that are actually critical to the business? And are they shared with extra resource is and then going one step further, where we then have a complete zero trust access model where we say we know exactly who can talkto which application at any time on give access to. But as everything this needs to be is in embedded in an evolution >> and the benefit ultimately goes to the SAS applications toe, have security built in. >> That's the first thing that you need to tackle. Nowadays, it's get your sass, cloud security or policy enforced on, but without disrupting service on business on to actually empower business and not to block and keep out the business >> can make us the classic application developer challenge, which is? They love to co they love the build applications, and what cloud did with Dev Ops was abstracted away the infrastructure so that they didn't have to do all this configuration. Sister. Right? APs You guys air enabling that for security? >> Exactly. Yeah. So coming back to this multi protein product cloud would, which is not keeping up anymore with the current reality and needs of a business. So we took the approach and compared death ops with a great service platform. So we have engineers building the platform. That's Integrated Security Service Platform, which promotes Esti Wen managed Detection response and Caspi Service is in one on the one platform which is tightly integrated. But in the in the customer focus that we provide them on or Pecs model, which is pretty, very predictable, very transparent in their security posture. Make that a scalable platform to operate and expand their business on. >> And that's great. Congratulations. I wanna go back for the final point here to round up the interview for the I T. Folks watching or, um, folks who have to implement multi cloud and hybrid cloud they're sitting there could be a cloud architect that could be an I T. Operations or 90 pro. They think multi cloud this in hybrid club. This is the environment. They have to get their arms around. How? What >> should they >> be thinking about? Around multi cloud and hybrid cloud. What is it, really? What's the reality now? What >> should they be considering for evaluation? What are some of the key things that that should be on their mind when they're dealing with hybrid cloud and all the opportunity around it? >> So I think they're they're like, four key pieces. Oneness. Um, they think they still have to start to think strategic. So what? It's a platform and a partner That helps them to plan ahead for the next 3 to 5 years in a way that they can really focus on what their business needs are. This is the scalability aspect. Secondly, it's a do. We have a network on security, our architecture that allows me to grow confidently and go down different venues to to actually adopt multi clouds without worrying about the security implication behind it. Too much, uh, and to implement it. And third is have this baseline and have this standardized security posture around wherever the data is moving, being at Mobil's being it SAS or being on Prem and in clouds workloads, the fourth pieces again, reading, thinking off where did you spend most of my time? Where do I create? Create value by by defining this framework so it really can create a benefit and value for the enterprise? Because if you do it not right your not right. You will have a way. You will end up with a an architecture that will break the business and not accelerated. >> Or it's made head of product that open systems here inside the Cube studios. Um, great job. Must love your job. You got the keys. A lot of pressure. Security being a product. Head of product for security companies. A lot of pressure before we wrap up. Just give a quick plug for the company. You guys hiring you have a new office space here in Redwood City. Looks beautiful. Give a quick shared play for the company. >> Yeah. So open systems the great company to work with. We're expanding in the U. S. On also, Amy, uh, with all the work force. So we're hiring. So go on our website. We have a lot off open positions, exciting challenges in a growth or into workspace. Andi. Yeah. As you said, security at the moment, it's one of the hottest areas to be in, especially with all the fundamental changes happening in the enterprise and architecture. I d landscape. So yeah, >> and clouds securing specifically. Not just in point. The normal stuff that people used to classify as hot as hot as Hades could be right now. But thanks for coming on. Strong insights. I'm jumping with Cuba here in Palo Alto with more Morris Man is the head of product management for open systems. Thanks for watching.

>> live from Anaheim, California. It's the queue covering nutanix dot Next twenty nineteen. Brought to you by Nutanix. >> Welcome back, everyone to the cubes. Live coverage of Nutanix Stott next here in Anaheim, California. I'm your host, Rebecca Night, along with my co host, John Farrier. We're joined by Jean Kim. He is an author, researcher, entrepreneur and founder of Revolution. Thank you so much for coming back on the Cube, Gene. >> Oh, thanks so much for Becca and always great seeing you and John. >> So you are a prolific author. You've written many books, including the Phoenix Project, The Deb Ops Handbook, given new one coming out. But this is this is the latest one we have here the Dev Ops Handbook >> twenty sixteen. And then we came up with a little bit cool accelerate based on the state of Davis report. And yeah, it's been a fun ride. Just what a great space to be writing about >> Dev ops has been. I'LL see that covered going back years. Now it's mainstream, and you started to see the impact of people who have taken the devil's mentality put promise and the place we see all the you know, Web scales from Facebook, you name. But now the enterprises is now really looking at agility scenario. You've been working a lot on you Host the Devil Devil Enterprise Summit. What's that been like? I mean, it seems to be well taken longer than some of the hard core cloud guys. So what's the State of the Union, if you will, for the enterprise from a devil standpoint? >> Yeah, What a great question. I mean, I think there's no doubt that the devil's principles and practices were pioneered in the tech giant's Facebook's Amazon necklace and Google's, but I've long believed with a certain level certainty that a CZ much economic values they've created, uh, that's just the tip of the iceberg. The real value will be created when you know the largest, most complex organization, the planet adopting same principles of patterns. And when you have Ah yeah, I think I. D. C said there's eighteen million developers on the planet of which, at maximum, no half million at the tech trying and the rest are in, you know, the largest brands across every industry vertical. And if we could get those seventeen and a half million developers as productive as if there were at Facebook Amazon, that for school I'm not, generates trillions of dollars of economic value per year. And when you know what, that much, um, economically being created. I mean, we'LL have undoubtedly, you know, incredible societal improving outcomes as well. So it has been such a treat to help chronicle that journey. >> One of the things I want to ask you. Genes that doesn't impressive numbers, but also UV factor and net new developers, younger generation, re skilled workers used to be a network. I now I'm a developer. You seeing developers really at the infrastructure level now. But show like this where Nutanix is a heart was a hardware company there now a software company. So they're ato heart of Jeb ops. In terms of their target audience, they're implementing this stuff, So this is a refreshing change. So I gotta ask you when you walk into an enterprise, what is the current temperature of our I Q of Dev ops are they are their percentage. That's you know, they're some are learning. Take us through kind of the progress. >> If I would guess right? This has much as I love statistics and you know, comprehensive benchmarking. Yeah, I think we're three percent of the way there. Alright, I percent Yeah, you know, we're in the earliest stages of it, Which means the best is yet to come. I think develops is an aspiration for many on DH. No, but having to change the I think Dave is often a rebellious group rebelling against agent powerful order right now, uh, forces far beyond their control. Conservative groups protecting their turf. I think that's kind of the, uh, probably a typical situation. And so, you know, we're a long way away from Devil's being the dominant orthodoxy. >> So if that's the case, just probably some people who have adopted it had success we're seeing in these new, innovative shifts. The early adopters have massive value extraction from that. So and that's an advantage. Committed advantage. Can you give us some examples of people who did that took the rebellion that went to Dev Ops were successful and then doubled down on it? >> Yeah, I think the one that come to mind immediately are like Capital one. Yeah, they went from eighty percent outsourcing to now. Almost hundred cent Insourced. Same with target, where they're really started off as a uh ah bottom up movement and then gain the support of the highest levels of leadership. And it has been so exciting to see the story's not just told by technology leaders, but increasingly shared and being told by both the technology leader and a business counterpart were the business leader is saying, I am wholly reliant upon my technology, Pierre, to achieve all the goals, dreams and aspirations of our organization. And that's what a treat, to be able to see that kind of recognition and appreciation. >> It's an operational shift to They have to buy into changing how they operate as a company. Yes, and believe me, they're like clutching on to the old ways. And that's just the way it is. A >> wonderful phrase from the NUTANIX CEO that Loved is that way often characterized that developers as the builders, but operation infrastructure, they are builders, too. In fact, you know, developers cannot be productive if they are mired in infrastructure, right? And so, uh, you know, uh, you know, you get a peek. Productivity focus flown joy when you don't have to deal with concerns outside of the business feature and the visibility. One solved. And I know that from personal experience where the frustration you have when you just want to do one thing and you just carved out a door ten things that you just can't do because you have two. Puzzle is a puzzle. They have solved >> it. Love to get your reaction, tio some of the trends that I'm seeing because Kev Ops has been such an important movement, at least from my standpoint, because people could get lost in the what the word means at the end of the day program ability, making infrastructures code, which is the original ethos. Making the officer programmable and invisible, which is one of the themes of nutanix was the dream. That kind of is the objective, right? I mean, to make it programmable. So you don't that stand up all these services and prep and provisions Hard infrastructure stuff? >> Yeah. Yeah. In November, the Unicorn project is coming out. So it's the follow into the Phoenix project, and I'm really trying to capture how great it feels when you could be productive and all of infrastructures taken care of for you by your friends and infrastructure. Right then allows youto you know, have your best energy focusing on solving a business problem, not on how to connect a to B. And we need to expect to see in the yamma files and configuring. You know, all these things that you don't really care about, but you're forced to write, and I think that allows ah, level of productivity and joy. But also, >> uh, >> of, uh, >> is that the idea working relationship between development and infrastructure, where developers are costly thanking their infrastructure, appears for making their life easy >> way. We're joking. Rebecca and I were joking about how we use Siri ate Siri. What's the weather in Palo Alto? This should be an app for the enterprises says Hey, Cube or whatever at NUTANIX or whatever. Give me some more storage. Why isn't it happening? But that's that's that's That's kind of a joke, but it's kind of goal. Oh, increasing the right >> that's just available on demand right on. You certainly don't have to open up thirty tickets these days. Like was so typical ten years ago that that's a modern miracle. >> My question for you is why books? I mean, so here here we have were in this very fast changing technological environment and landscape. And as you said, the Dev Ops is still relatively new. There's it's not. It's a three percent really who understand it. Why use a bunch of dead tree just to get your message across? I was like writing, in fact and an ideal >> month, and I get to spend half the time writing and half the time hanging out with the best in the game, studying now that the greatest in the field. And I think even in this day and age, there's still no Maur effective and viral mechanism spread ideas and books. You know, when people someone says, Hey, I love the finished project I'd loved reading it. It says a couple things right. They probably spent eight hours reading it on. You know, that's a serious commitment. And so I think, Imagine how many impression minutes, you know it takes a purchase. Eight minutes, eight hours of someone's time. And so for things like this, I really do think that you know, the written form is still won most effective ways. Tio communicate ideas. >> Your dream job. You're writing out the best people. What did you What have you learned from the these people. >> Oh, my goodness, >> you could write a book. Yeah, >> but for twenty years, I self identified as an operations person. Even that well, I was formally trained to develop Our got my graduate degree in compiler design in nineteen ninety five. And so for twenty years, I just loved operations. This because that's where the action was. That's what saves happened. But something changed. About four years ago. I learned at programming language called Closure. It's a functional programming languages, a list so very alien to me, the hardest thing I've ever learned. I mean, I must have read and watched eighty hours of video before I wrote one line of code, but it has been the most rewarding thing. And it's just that, uh, exactly brought the joy of development and encoding back into my daily life. So So I guess I should amend my answer. I would say it's half the time writing half the time hand with the best of game and twenty percent coding just because I love to solve problems, right? Yeah, my own problems. So So I have I would thank people I get I you know, I've been able to hang out with and had the privilege to watch because, um, if it weren't for that, I think I would been happy. No, just saying that coding was a thing of the past. Right? S o for that. I'm so grateful. >> How do you use what you learn about in terms of your writing and in your coding and vice a versa. I mean, So how are they different in how are they the same? >> Uh, that's a great question. You >> know, I think >> what's really nice about coding is that it's, uh that's very formal. I mean, in fact, the most extreme. It's all mathematics, right? The books are just a pile of words that may or may not have order and structure. And so, in the worst days, I felt like with the Unicorn Project, I wrote one hundred fifty thousand words. Target work count is one hundred thousand, and I was telling friends I wrote one hundred fifty thousand words that say nothing of significance, right? What have I done The best days and that's I think that's because you have to impose upon it a structure and a point right on the best days is very much like coding. Everything has a spot, right? Uh uh, And you know what to get rid of. So, uh, yeah, I think the fact that coding has structure, I think makes it in some ways an easier for me to work >> with. And what brings you to new tenants next this week? What's the story? Which >> I gotta say I had the privilege and was delighted to take part in what they called deaf days. So if they were gathering developers to learn about educate everyone on how to use, uh, the new Tanis capabilities through AP eyes just like he said, right to help enable automation, and, uh, I just find it very rewarding and fulfilling. I just because even though I think nutanix er as a community is known for being the, uh, the innovators and the, uh so the rebellion a cz productive as you know, that technology's made them to turn into an automated platform. And I think that's another order of magnitude gain in terms of value they could create for their organization. So that was a >> tree. And they've transformed from an operations oriented box company years ago and now officially subscription based software. They're going all software. They're flipping their model upside down, too. >> And it was just a delight to see the developers who are attracted to that one day thing I would recommend to anyone who's interested in development on just being on the cutting edge of what could be done with it. For example, if you have cameras in every store is their way to automate the analysis that you compute dwell times and, you know, Q abandonment rates. I mean, it's like a crash course in modern business practices that I thought was absolutely amazing. >> Well, Jean, you do great work. I've been following you for years. I know you're very humbles. Well, but give a plug. Take a minute to explain the things you're working on. You got a great event. You run, you gotta books. What other things you got going on? Shared the audience. >> Just those two things that were just Everything is about the book right now. The Unicorn project is coming in November. Uh, and so accepts Will be available at the Devil sent five summit in London s O. That's a conference for technology leaders from large, complex organizations and over the years, we've now chronicle of over two hundred case studies by technology leaders from almost every brand across every industry vertical. And it has been such a privilege toe. See, hear the stories and to see how they're being rewarded for their achievements. I mean there being promoted on being given more responsibility. So that is, Ah, treat beyond words >> and it's a revolution. It's a shift that's definitely happening. You're in the bin and doing it for years, and we're documenting it so and you are a CZ. Well, >> I'm looking forward to see you there. >> I just have one final question and this is about something you were saying about how Nutanix is the insurgent and the rebel the rebel in office. How does it How do you recommend it? As a researcher, as an entrepreneur yourself and as someone who's really in this mindset, how do you recommend it? Stay feisty and scrappy and with that mentality at it, especially as it grows and becomes more and more of a behemoth itself? >> Um, there was some statements made about, like how, ten years ago, virtual ization was the one key certification that was guaranteed. You relevant stuff forever in the future. And, yeah, I think there's some basis to say that, you know, that alone is not enough to guarantee lifetime employment. And I think the big lesson is you know, we all have to be continual learners and, you know, every year that goes by, you know, they're Mohr miracles being >> ah ah, >> being created for us to be able to use to solve problems. And if that doesn't think the lesson is if we're not, uh, always focused on being a continual Lerner, Yeah, there's great joy that comes with it and a great peril, You know, if we choose to forego it. >> Well, that's a great note to end. Thank you so much for coming back on the Cube. Gene. >> Thank you so much. And not great CD. Both. Thanks. >> I'm Rebecca Knight for John Furrier. We will have much more from dot next, just after this