>> Narrator: From around the globe. It's theCUBE with digital coverage of VMworld 2020, brought to you by VMware and its ecosystem partners. >> Hello, welcome back to theCUBE's coverage of VMworld 2020. This is theCUBE virtual with VMworld 2020 virtual. I'm John Furrier your host of theCUBE with Dave Vellante. It's our 11th year covering VMware. We're not in person, we're virtual, but all the content is flowing. Of course, we're here with Pat Galsinger, the CEO of VMware. Who's been on theCUBE all 11 years. This year virtual of theCUBE as we've been covering VMware from his early days in 2010, when theCUBE started 11 years later, Pat is still changing and still exciting. Great to see you. Thanks for taking the time. >> Hey, you guys are great. I love the interactions that we have, the energy, the fun, the intellectual sparring. And of course that audiences have loved it now for 11 years. And I look forward to the next 11 that we'll be doing together. >> It's always exciting cause we'd love great conversations. Dave and I like to drill in and really kind of probe and unpack the content that you're delivering at the keynotes, but also throughout the entire program. It is virtual this year, which highlights a lot of the cloud native changes. Just want to get your thoughts on the virtual aspect of VMworld, not in person, which is one of the best events of the year. Everyone loves it. The great community. It's virtual this year, but there's a slew of content. What should people take away from this virtual VMworld? >> Well, one aspect of it is that I'm actually excited about is that we're going to be well over a hundred thousand people, which allows us to be bigger, right? You don't have the physical constraints. You also are able to reach places like I've gone to customers and maybe they had 20 people attend in prior years. This year they're having a hundred, they're able to have much larger teams. Also like some of the more regulated industries where they can't necessarily send people to events like this, the international audience. So just being able to spread the audience much more broadly well, also our key messages a digital foundation for unpredictable world. And man, what an unpredictable world it has been this past year? And then key messages, lots of key products announcements technology, announcements partnership, announcements and of course in all of the VMworld, is that hands on (murmurs) interactions that we'll be delivering our virtual, you come to the VMware because the content is so robust and it's being delivered by the world's smartest people. >> Yeah. We've had great conversations over the years. And we've talked about hybrid clothing 2012, a lot of this stuff I looked back in lot of the videos was early on, we're picking out all these waves, but it was that moment four years ago or so, maybe even four, three, I can't even remember, seems like yesterday. You gave the Seminole keynote and you said, "This is the way the world's going to happen." And since that keynote I'll never forget was in Moscone. And since then you guys have been performing extremely well both on the business as well as making technology bets and is paying off. So what's next? I mean, you've got the cloud scale. Is it space? Is it cyber? I mean, all these things are going on. What is next wave that you're watching and what's coming out and what can people extract out of VMworld this year about this next wave? >> Yeah, one of the things I really am excited about I went to my buddy Jensen. I said, "Boy, we're doing this work and smart. Next We really liked to work with you and maybe some things to better generalize the GPU." And Jensen challenged me. Now, usually, I'm the one challenging other people with bigger visions, this time Jensen said, "Hey Pat, I think you're thinking too small. Let's do the entire AI landscape together. And let's make AI a enterprise classwork stowed from the data center to the cloud and to the Edge. And so I'm going to bring all of my AI resources and make VMware, And Tansu the preferred infrastructure to deliver AI at scale. I need you guys to make the GPS work like first class citizens in the vSphere environment, because I need them to be truly democratized for the enterprise. so that it's not some specialized AI development team, it's everybody being able to do that. And then we're going to connect the whole network together in a new and profound way with our Monterey Program as well being able to use the SmartNIC, the DPU as Jensen likes to call it. So now it's CPU, GPU and DPU, all being managed through a distributed architecture of VMware." This is exciting. So this is one in particular that I think we are now rearchitecting the data center, the cloud in the Edge. And this partnership is really a central point of that. >> Yeah, the Nvid thing's huge. And I know Dave, Perharbs has some questions on that. But I ask you a question because a lot of people ask me, is it just a hardware deal? I mean, talking about SmartNIC, you talking about data processing units. It sounds like a motherboard in the cloud, if you will, but it's not just hardware. Can you talk about the aspect of the software piece? Because again, Nvidia is known for GP use, we all know that, but we're talking about AI here. So it's not just hardware. Can you just expand and share what the software aspect of all this is? >> Yeah. Well, Nvidia has been investing in their AI stack and it's one of those where I say, this is Edison at work, right? The harder I work, the luckier I get. And Nvidia was lucky that their architecture worked much better for the AI workload, but it was built on two decades of hard work in building a parallel data center architecture. And they have built a complete software stack for all of the major AI workloads running on their platform. All of that is now coming to vSphere and Tansu, that is a rich software layer across many vertical industries. And we'll talk about a variety of use cases. One of those that we highlight at Vmworld is the university of California, San Francisco partnership UCSF one of the world's leading research hospitals, some of the current vaccine use cases as well, the financial use cases for threat detection and trading benefits. It really is about how we bring that rich software stack. this is a decade and a half of work to the VMware platform so that now every developer and every enterprise could take advantage of this at scale, that's a lot of software. So in many respects, yeah, there's a piece of hardware in here, but the software stack is even more important. >> So well on the sort of Nvidia the arm piece, there's really interesting, these alternative processing models. And I wonder if you could comment on the implications for AI inferencing at the Edge. It's not just as well processor implications, it's storage, it's networking. It's really a whole new fundamental paradigm. How are you thinking about that Pat? >> Yeah, we've thought about, there's three aspects, but what we said three problems that we're solving. One is the developer problem, what we said, now you develop once, right? And the developer can now say, "Hey, I want to have this new AI centric app and I can develop, and it can run in the data center on the cloud or at the Edge." You'll secondly, my operations team can be able to operate this just like I do all my infrastructure. And now it's VMs containers and AI applications and third, and this is where your question really comes to bear. Most significantly is data gravity, right? These data sets are big. Some of them need to be very low latency as well. They also have regulatory issues. And if I have to move these large regulated data sets to the cloud, boy, maybe I can't do that generally for my apps or if I have low latency heavy apps at the Edge, ah, I can't pull it back to the cloud or to my data center. And that's where the uniform architecture and aspects of the Monterey program, where I'm able to take advantage of the network and the SmartNIC that are being built, but also being able to fully represent the data gravity issues of AI applications at scale 'cause in many cases I'll need to do the processing, both the learning and the inference at the Edge as well. So that's a key part of our strategy here with Nvidia. And I do think is going to be a lock, a new class of apps because when you think about AI and containers, what am I using it for? Well, it's the next generation of applications. A lot of those are going to be Edge 5G based. So very critical. >> We got to talk about security now, too. I mean, I'm going to pivot a little bit here John if it's okay. Years ago you said security is a do over. You said that on theCUBE, It stuck with us. There's there's been a lot of complacency it's kind of, if it didn't broke, don't fix it, but COVID kind of broke it. That's why you see three mega trends. You've got cloud security, you see in Z scaler rocket, you got identity access management and I'll check, I think a customer of yours. And then you've got endpoint you're seeing CrowdStrike explode. You guys pay 2.7 billion I think for carbon black yet CrowdStrike has this huge valuation. That's a mega opportunity for you guys. What are you seeing there? How are you bringing that all together? You've got NSX components, EUC components. You've got sort of security throughout your entire stack. How should we be thinking about that? >> Well, one of the announcements that I am most excited about at Vmworld is the release of carbon black workload, this research we're going to take those carbon black assets and we're going to combine it with workspace one. We're going to build it in NSX. We're going to make it part of Tansu and we're going to make it part of vSphere. And carbon black workload is literally the vSphere embodiment of carbon black in an agentless way. Ans so now you don't need to insert new agents or anything. It becomes part of the hypervisor itself, meaning that there's no attack surface available for the bad guys to pursue, but not only is this an exciting new product capability, but we're going to make it free, right? And what I'm announcing at VMworld and everybody who uses vSphere gets carbon black workload for free for an unlimited number of VMs for the next six months. And as I said in the keynote today is a bad day for cybercriminals. This is what intrinsic security is about, making it part of the platform. Don't add anything on, just click the button and start using what's built into vSphere. And we're doing that same thing with what we're doing at the networking layer. This is the act, the last line acquisition. We're going to bring that same workload kind of characteristic into the container. That's why we did the Octarine acquisition. And we're releasing the integration of workspace one with a carbon black client, and that's going to be the differentiator. And by the way, CrowdStrike is doing well, but guess what? So are we, and like both of us are eliminating the rotting dead carcasses of the traditional AV approach. So there is a huge market for both of us to go pursue here. So a lot of great things in security. And as you said, we're just starting to see that shift of the industry occur that I promised last year in theCUBE. >> So it'd be safe to say that you're a cloud native in a security company these days? >> You all, absolutely. And the bigger picture of us, is that we're critical infrastructure layer for the Edge for the cloud, for the telco environment and for the data center from every end point, every application, every cloud. >> So Padagonia asked you a virtual question, we got from the community, I'm going to throw it out to you because a lot of people look at Amazon, The cloud and they say, "Okay, we didn't see it coming. We saw it coming. We saw it scale all the benefits that are coming out of cloud, Well-documented." The question for you is what's next after cloud, as people start to rethink, especially with COVID highlighting all the scabs out there. As people look at their exposed infrastructure and their software, they want to be modern. They want the modern apps. What's next after cloud. What's your vision? >> Well, with respect to cloud, we are taking customers on the multicloud vision, right? Where you truly get to say, "Oh, this workload, I want to be able to run it with Azure, with Amazon. I need to bring this one on premise. I want to run that one hosted. I'm not sure where I'm going to run that application." So develop it and then run it at the best place. And that's what we mean by our hybrid multicloud strategy is being able for customers to really have cloud flexibility and choice. And even as our preferred relationship with Amazon is going super well. We're seeing a real uptick. We're also happy that the Microsoft Azure VMware services now GA so they're in marketplace, our Google, Oracle, IBM and Alibaba partnerships in the much broader set of VMware cloud Partner Program. So the future is multicloud. Furthermore, it's then how do we do that in the Telco Network for the 5G build out, The Telco cloud? And how do we do that for the Edge? And I think that might be sort of the granddaddy of all of these because increasingly in a 5G world will be a nibbling Edge use cases. We'll be pushing AI to the Edge like we talked about earlier in this conversation, will be enabling these high bandwidth, with low latency use cases at the Edge, and we'll see more and more of the smart embodiment, smart cities, smart street, smart factory, or the autonomous driving. All of those need these type of capabilities. >> So there's hybrid and there's multi, you just talked about multi. So hybrid are data partner ETR, they do quarterly surveys. We're seeing big uptick in VMware cloud and AWS, you guys mentioned that in your call. we're also seeing the VMware cloud, VMware cloud Coundation and the other elements, clearly a big uptake. So how should we think about hybrid? It looks like that's an extension of on-prem maybe not incremental, maybe a share shift whereas multi looks like it's incremental, but today multi has really running on multiple clouds, but vision toward incremental value. How are you thinking about that? >> Yeah, so clearly the idea of multi is to link multiple. Am I taking advantage of multiple clouds being my private clouds, my hosted clouds. And of course my public cloud partners, we believe everybody will be running a great private cloud, picking a primary, a public cloud, and then a secondary public cloud. Hybrid then is saying, which of those infrastructures are identical so that I can run them without modifying any aspect of my infrastructure operations or applications. And in today's world where people are wanting to accelerate their move to the cloud, a hybrid cloud is spot on with their needs because if I have to refactor my applications it's a couple million dollars per app, And I'll see you in a couple of years. If I can simply migrate my existing application to the hybrid cloud, what we're consistently seeing is the time is one quarter and the cost is one eight, four less. Those are powerful numbers. And if I need to exit a data center, I want to be able to move to a cloud environment, to be able to access more of those native cloud services. Wow. That's powerful. And that's why for seven years now we've been preaching that hybrid is the future. It is not a waystation to the future. And I believe that more fervently today than when I declared it seven years ago. So we are firmly on that path that we're enabling a multi and a hybrid cloud future for all of our customers. >> Yeah. You addressed that like CUBE 2013. I remember that interview vividly was not a waystation. I got (murmurs) the answer. Thank you Pat, for clarifying than going back seven years. I love the vision. You're always got the right wave. It's always great to talk to you, but I got to ask you about these initiatives you seeing clearly last year or a year and a half ago, project Pacific name out almost like a guiding directional vision, and then put some meat on the bone Tansu and now you guys have that whole Cloud Native Initiative is starting to flower up thousand flowers are blooming. This year Project Monterrey has announced same kind of situation. You're showing out the vision. What are the plans to take that to the next level and take a minute to explain how project Monterey, what it means and how you see that filling out. I'm assuming it's going to take the same trajectory as Pacific. >> Yeah. Monetary is a big deal. This is rearchitecting The core of vSphere. It really is ripping apart the IO stack from the intrinsic operation of a vSphere and ESX itself, because in many ways, the IO we've been always leveraging the NIC and essentially virtual NICs, but we never leverage the resources of the network adapters themselves in any fundamental way. And as you think about SmartNICs, these are powerful resources now where they may have four, eight, 16, even 32 cores running in the smartNIC itself. So how do I utilize that resource? But it also sits in the right place in the sense that it is the network traffic cop. It is the place to do security acceleration. It is the place that enables IO bandwidth optimization across increasingly rich applications where the workloads, the data, the latency get more important both in the data center and across data centers to the cloud and to the Edge. So this rearchitecting is a big deal. We announced the three partners, Intel, Nvidia, Mellanox, and Penn Sandow that we're working with. And we'll begin the deliveries of this as part of the core vSphere offerings of beginning next year. So it's a big rearchitecting. These are our key partners. We're excited about the work that we're doing with them. And then of course our system partners like Dell and Lenovo, who've already come forward and says, "Yeah, we're going to be bringing these to market together with VMware." >> Pat, personal question for you. I want to get your personal take, your career, going back to Intel. You've seen it all, but the shift is consumer to enterprise. And you look at just recently snowflake IPO, the biggest ever in the history of wall street, an enterprise data's company. And the enterprise is now relevant. Enterprise feels consumer. We talked about consumerization of IT years and years ago, but now more than ever the hottest financial IPO enterprise, you guys are enterprise. You did enterprise at Intel. (laughs) You know the enterprise, you doing it here at VMware. The enterprise is the consumer now with cloud and all this new landscape. What is your view on this? Because you've seen the waves, and you've seen the historical perspective. It was consumer, was the big thing. Now it's enterprise, what's your take on all this? How do you make sense of it? Because it's now mainstream. what's your view on this? >> Well, first I do want to say congratulations to my friend Frank, and the extraordinary snowflake IPO, and by the way, they use VMware. So not only do I feel a sense of ownership 'cause Frank used to work for me for a period of time, but they're also a customer of ours. So go Frank, go snowflake. We're we're excited about that. But there is this episodic, this to the industry where for a period of time it is consumer-driven and CES used to be the hottest ticket in the industry for technology trends. But as you say, it is now shifted to be more business centric. And I've said this very firmly, for instance, in the case of 5G where I do not see consumer a faster video or a better Facebook, isn't going to be why I buy 5G. It's going to be driven by more business use cases where the latency, the security and the bandwidth will have radically differentiated views of the new applications that will be the case. So we do think that we're in a period of time and I expect that it's probably at least the next five years where business will be the technology drivers in the industry. And then probably, hey, there'll be a wave of consumer innovation and I'll have to get my black turtlenecks out again and start trying to be cool, but I've always been more of an enterprise guy. So I like the next five to 10 years better. I'm not cool enough to be a consumer guy. And maybe my age is now starting to conspire against me as well. >> Hey, Pat, I know you've got to go, but quick question. So you guys, you gave guidance, pretty good guidance, actually. I wondered have you and Zane come up with a new algorithm to deal with all this uncertainty or is it kind of back to old school gut feel? (laughs) >> Well, I think as we thought about the year as we came into the year and obviously, COVID smacked everybody, we laid out a model, we looked at various industry analysts, what we call the swoosh model, right? Q2, Q3 and Q4 recovery, Q1 more so, Q2 more so, and basically, we build our own theories behind that. We test it against many analysts, the perspectives, and we had vs and we had Ws and we had Ls and so on. We picked what we thought was really sort of grounded of the best data that we could put our own analysis, which we have substantial data of our own customer's usage, et cetera, and pick the model. And like any model, you put a touch of conservatism against it, and we've been pretty accurate. And I think there's a lot of things, we've been able to sort of, with good data good thoughtfulness, take a view and then just consistently manage against it and everything that we said when we did that back in March, sort of proven out incrementally to be more accurate. And some are saying, "Hey, things are coming back more quickly." And then, oh we're starting to see the fall numbers climb up a little bit. Hey, we don't think this goes away quickly. There's still a lot of secondary things to get flushed through the various economies, as stimulus starts tailoring off small businesses are more impacted and we still don't have a widely deployed vaccine. And I don't expect we will have one until second half of next year. Now there's the silver lining to that, as we said, which means that these changes, these faster to the future shifts in how we learn, how we work, how we educate, how we care for, how we worship, how we live, they will get more and more sedimented into the new normal relying more and more on the digital foundation. And we think ultimately that has extremely good upsides for us longterm, even as it's very difficult to navigate in the near term. And that's why we are just raving optimists for the longterm benefits of a more and more digital foundation for the future of every industry, every human, every workforce, every hospital, every educator, they are going to become more digital. And that's why I think going back to the last question, this is a business driven cycle, we're well positioned, and we're thrilled for all of those who are participating with VMworld 2020. This is a seminal moment for us and our industry. >> Pat, thank you so much for taking the time. It's an enabling model. It's what platforms are all about. You get that. My final parting question for you is whether you're a VC investing in startups or a large enterprise who's trying to get through COVID with a growth plan for that future. What is a modern app look like? And what does a modern company look like in your view? >> Well, a modern company would be that instead of having a lot of people looking down at infrastructure, the bulk of my IT resources are looking up at building apps. Those apps are using modern CICD data pipeline approaches built for a multicloud embodiment, right? And of course, VMware is the best partner that you possibly could have. So if you want to be modern, cool on the front end, come and talk to us. >> All right. Pat Galsinger the CEO of VMware here on theCUBE for VML 2020 virtual here with theCUBE virtual. Great to see you virtually Pat. Thanks for coming on. Thanks for your time. >> Hey, thank you so much. Love to see you in person soon enough, but this is pretty good. Thank you, Dave. Thank you so much. >> Okay. You're watching theCUBE virtual here for VMworld 2020. I'm John Furrier with Dave Vallente with Pat Gelsinger. Thanks for watching. (upbeat music)

>> (upbeat music) From San Francisco it's the CUBE covering VMware radio 2019, brought to you by VM ware. >> Welcome to the cube Lisa Martin with John Furrier in our exclusive coverage of VM ware Radio 2019 in San Francisco. John and I are pleased to welcome back to the cube Rajiv Ramaswami, COO of products and cloud services Rajiv, Welcome back >> Rajiv Ramaswami: Oh thank you glad to be here as always >> Lisa Martin: 15th annual radio a lot of research a lot of innovation. Give our viewers an idea of some of the historical products and services that have come out of the radio and the innovation programs at VMware has been doing for a long time >> Rajiv Ramaswami: Yeah I mean, I'm excited about Radio right I mean many of our key innovations came out of Radio. Very early back in the days the fundamental concepts of vSphere replication and disaster recovery came out of Radio papers, a long time ago. Some of the innovations within vSAN were showcased at the radio many many years ago. So across the board, I would say many of the products you know are key portions of the products were deployed I mean in the form of Radio papers over the years and if you look at this year for example you know we can see how things have changed with the times as VMware is evolved, so does Radio along the way. So this year, I was struck by the number of papers on machine learning and AI right, it's forward-looking of course everything we do here and it's just now ML is now across many of our products and that's being you know seen in Radio and of course, what we see at Radio is always more forward-looking than what's actually in the products. So that's an area I see a lot of work and another area I see a lot of work on is Kubernetes and the cloud native and then of course the traditional areas of how to optimize storage, networking and even when it comes to networking and so forth, papers on cloud networking and how you know we can optimize for networking in the cloud So in general, I mean the trend here is a reflection of what we are probably likely to do in the next several years >> John Furrier: One of your jobs as Chief Operating Officer I see, to operate them on the product side of the business generate that kind of enablement for the sales team and ultimately customers right. >> Rajiv Ramaswami: Yes >> John Furrier: So you've got to kind of mind the farm here >> Rajiv Ramaswami: yeah >> John Furrier: kind of cultivate and see what's organically growing out of VMware from the top engineering and stuff top papers. what's the process? how do you go attack the all the action because there's a lot of forward-looking stuff there's a lot of pie in the sky is a lot of cool different stuff that looks weird >> Rajiv Ramaswami: yes >> John Furrier: but sometimes that weird stuff looks is actually going to be the future so you got to have a broad perspective, how do you act this? >> Rajiv Ramaswami: Yeah, in fact I would say one of our biggest jobs is portfolio management. We have to look at balance our investments across this range that you talked about right so at any point in time we will have a set of technologies and products that we incubating these are relatively new sometimes new areas for us sometimes extensions to existing areas that we are incubating and these are of course businesses that don't drive much revenue right now but over times yes hopefully well right and then there are businesses, I'll give you examples of each of these now there are businesses that are in growth mode where we've already established a good product market fit we know that we can scale this business and its a different set of investments and in that growth category and then there are relatively mature businesses that we know we need to run efficiently in fact they need to generate cash that we can go back and invest into these other right and then there are things that we want to get out of and diverse so we look at our R&D portfolio along those and at any point in time there's stuff in everyone of these buckets to give you some examples of what's in each of these today obviously we have a big focus in cloud native most of that is incubation at that point right not substantial revenue, yet a big you know we've acquired Heptio for example last year to bolster our own internal efforts so a lot of work a lot of effort being put into that with the idea of building a future business in a significant way some of our more recent growth business were are now very much in the scale category you look at VSAN, you look in a EXSi, you look at VeloCloud as part of the overall networking portfolio these are all in the scale category right they have substantial revenues are growing very nicely we're investing some of our other bigger businesses like vSphere which is our classic you know foundation for everything we do Yes, I would say in the mature, you know category and then over by an large we've reduced investments and some small businesses, I mean if we were to look at historically vCloud Air that the business we got out of right so these we do along the way otherwise >> John Furrier: a good call, or you quit call >> Rajiv Ramaswami: yeah so in fact one of Raghu's and my biggest jobs really is to figure out how much we put in each of the these buckets, make sure you're placing enough in the future of best category while also making sure your delivering on the numbers for the day >> John Furrier: I love that's exactly what I was going at this about the future bets >> Rajiv Ramaswami: yeah >> John Furrier: what is on the business side one of the I asked Pat Gels, I'll ask you the same thing but different context, you know this is an engineering celebration as well as kind of competition internally I guess kind of proud to be people are proud to be here kind of an elite status but engineers want to work for a company and solving hard problems >> Rajiv Ramaswami: yes >> John Furrier: also retention and attraction thing. what are some of the hard problems that you're trying to deal with on business side? you're operating some of the core products and it sounds easy to say abstraction layer make things look easy, but these are hard problems what are the hard problems that you're solving that need to come out of this world? >> Rajiv Ramaswami: yeah and some of these are better not this product they cut across every aspect of the company so far example we as a company are trying to move towards more of a cloud oriented business model right so that's why are group is called products and cloud services and those are combined in the sense that everything that we build up the product over time most of its get software also as a service and the underlying code base and the technologies are all the same great example for example is our VMware cloud offerings right they are all built on VMware cloud foundation which is offered as a software package for our customers who want to build private clouds its also available as a service from us as well as familiar for our partners. Now, for us the notion of transforming our company to be able to do both right just products from moving products to also to being delivering cloud services has a profound impact across every function R&D for sure, go to market in terms of how you align the Salesforce to sell that all our systems that are necessary to transact that business so that's a pretty big transformation that we are going through right now. >> John Furrier: That's a lot of software that needs to be code and automation is not easy >> Rajiv Ramaswami: yeah >> John Furrier: that's why machine learning problem is hot here >> Rajiv Ramaswami: absolutely yes >> Lisa Martin: What is that balance when you are looking at innovations that come out of not just radio but the other innovation programs that VMware has about managing the balance between the R&D investment and the investment that's going to be needed on the sales and marketing side to get the product or service the solution out on the market to start really dialing up this as a big revenue contributor. How do you look at that as you talk about that portfolio a minute ago and when something becomes like say it comes out of radio and it's well, this is a really good idea, but how are you looking at balancing the R&D investment versus what you know you're going to have to do to get it to market? >> Rajiv Ramaswami: yeah and by the way that's a great point there because, you know too often engineers think about hey I've the coolest product let me go build it they don't think about how it needs to be sold and the how it needs to be sold is equally important the front more important than how you build it right. So in our world so when we do our planning on an annual basis for example we look at a holistic plan that covers the entire gamut right which means R&D, sales and marketing right and when within sales and marketing, investment across what our core sales team needs to do what our specialist sales teams you know For example some of these newer products will require specialist to sell they might be targeting different buyers within the customer base right, so we have to align our R&D and go to market investments together to create a full plan for the year and we do that for pretty much every product in our portfolio >> John Furrier: what I going to ask, I want to ask you a business question I know R&D is going to be key you guys did a great job, so Congratulations but one of the things that we're seeing in the market is new shifts in the landscape of either tech enablement or trends like kubernetes or 5G gives companies an opportunity to reset their architecture >> Rajiv Ramaswami: yes >> John Furrier: and you now see with virtualization some of the things that you guys are doing we're seeing couple pivot points for customers now one cloud native, kubernetes >> Rajiv Ramaswami: yes >> John Furrier: software - defined, your on-premise cloud operations, not C private cloud [Rajiv Ramaswami] yeah >> John Furrier: cloud and then like 5G >> Rajiv Ramaswami: yes >> John Furrier: a little bit of you know networking these are major trends >> Rajiv Ramaswami: yes >> John Furrier: how should companies start thinking? okay I have an opportunity as a catalyst to shift what what's your take on that trend advice to those customers because they might be able to do wholesale changes or migration >> Rajiv Ramaswami: Yeah, look from a customer perspective right, every one of them is going through this transformational journey and depending on you know where they are right, so if you take Telco's for example that's where the 5G applies primarily, I mean they have they go through this big capital cycles of investment that are geared towards massive technology generation size so last generation was 4G LTE and now the next thing is 5G and that is big new capital cycle and there's an opportunity at that time for them to fundamentally re-architect how they deployed their infrastructure and that's what they are doing with network function virtualization is 5G and so if 5G and we kind of go hand-in-hand together and its an opportunity too for them to go deploy a new infrastructure that is much more virtualized much more using standard hardware running everything in virtualized applications what's right the network function than they could before >> John Furrier: so the edge now is more dynamic than it was years ago so we look at 4G. What we have, what year that was, but I mean that even with healthy there's many many years ago the edge was not built out now you have a programmable intelligent, the edge market >> Rajiv Ramaswami: exactly >> John Furrier: how is 5G going to impact the Telco's? because this might be the right time for them to actually have a real business model. >> Rajiv Ramaswami: Yeah, well look I think 5G's offers them to try out many different models for example given that many the 5G radios are much more shorter range right, so your going to deploy more smaller cell sizes that means for example there's a new business model possible where you deploy radio multiple operators are sharing that radio, right where as traditionally today you know your base station so AT&T has their own, Verizon has their own tomorrow you could be okay you could have a bunch of >> John Furrier: basing radio service provider >> Rajiv Ramaswami: yeah in the buildings right here that and that could be shared by all the providers so its a completely different business model so those are the kind of things that 5G enables >> Lisa Martin: are there any projects that are being featured here talked about here at radio 2019 along the spirit of and NFP,5G >> Rajiv Ramaswami: Oh yeah there's a bunch of projects I mean on the floor right, you can go in fact even in the posters that you're sitting around here you'll see a lot of projects in 5G we have some nascent efforts on this what we call networks slicing for example >> Lisa Martin: and what is that? >> Rajiv Ramaswami: so the ability are going to share the network that you deploy a single network infrastructure and you are able to slice that into chunks and have different people use those chunks >> John Furrier: and I think that points out a trend that we've been reporting least on the queue and ways people say don't move data around move compute to the edge or software-based virtualization. You're putting basically virtualization on the radio's >> Rajiv Ramaswami: yes exact software exact edge yeah, >> John Furrier: so when you look at the marketplace when you say okay VMware, it's got a transfer over one of the things that's come up a lot we've heard on the cube is a VMware's great, they don't know networking though now of course if NSX is didn't win now we know where that comes from multiple competitors. But talk about the networking aspect of what you're doing? because, the investment in this era that's the first real SDN company there's been some SDN around before but you guys not only do SDM you got networking, you got compute, security, talk about networking in the innovations there >> Rajiv Ramaswami: yeah let me talk about the division for networking and then also how its part of all the solutions right not necessarily just a stand alone sale so networking fundamentally you know it used to be about connect, for example it used to be about connecting in the campus, your laptops and desktops into the network right it was called workgroups and then campus networking or your land campus LAN then it became Wi-Fi came in there right and the in data center it was about connecting servers to storage and servers to other servers right all about this box mentality in the branch it was about putting in a branch router and providing a network connection through that right, but if you look at fundamentally what networking is evolved to now it's about connecting, what connecting users applications and data and these could be anywhere, right. you use this could be anywhere you could be sitting in a Starbucks shop accessing your applications that are sitting in a cloud someplace not even running through your enterprise network so the notion of a classic network has changed completely. so the network now is much more, it's really a virtual network because, you don't you know its not physical plumbing anymore that matter yes you need the physical plumbing the physical plumbing is going to be provided by multiple people that you as an enterprise do not even necessarily control. You might control your campus LAN you might control your data center, but you don't control the could right, you don't control running over a service partner networked into the edge of the branch and so fundamentally now the new networking layer has to be a layer of software that really delivers and connects and secures these applications users and data and that's really the concept of SDN that's evolved into what we call the virtual cloud Network and that fundamentally is our focus and for us we're not really burdened by the fact that we have an underlying physical network business that we have to go protect and we have to go build. >> John Furrier: your software company >> Rajiv Ramaswami: we're software company >> John Furrier: so you know like Cisco you (mumbles) switches and routers that's if you don't have one on the top of them >> Rajiv Ramaswami: yeah it doesn't matter what do you have underneath right everything runs on top and so that's the fundamental philosophy now when you look at how this is now starting to get deployed of course you know and you're seeing, we started out with the data center and we started you know focusing on virtual machines connecting virtual machines now we now extend that to connecting containers. Right, you can you need to network containers right applications running in containers they need to be networked you need to network base metal machines you still have some of those leftovers right, so you've got a network do's and then you have to network applications running well >> John Furrier: its not a software question, I want to ask this is the trend who was seeing hyper convergence is proven >> Rajiv Ramaswami: yeah >> John Furrier: glass multiple things into one thing and reduces one footprint and some easier to manage the 5G and these shifts and technologies cause some give people that operating reset they're our architecture a lot of people say okay Cisco's got gear, I got UCS and other thing >> Rajiv Ramaswami: sure >> John Furrier: so how it collapse that in well? they want me to not do that you guys are kind of a different approach or do you then Cisco? >> Rajiv Ramaswami: so this is exactly what we do right so now you take the networking that we've got with virtual floor networking and you actually integrate that as part of a solution with our VML foundation okay and now what, are you have a full solution that can be deployed on any hardware right, can be Cisco UCS hardware, can be del hardware or it can be HP hardware so you essentially have a software foundation that includes compute storage, networking automation all put together in a solution that you can deploy on Prem and you can deploy in the cloud >> John Furrier: that's like super hyper convergence >> Rajiv Ramaswami: yes and in fact hyper-converged now it's not just about storage and compute anymore right that's how it started out. Its our compute storage networking all put together available not just on Prem, in a hardware appliance software that can be run on anything and extended it into the cloud that's really the new hyper-converged >> John Furrier: and that's new chanak's is plan actually, they are moving from a hardware, trying to do software. >> Rajiv Ramaswami: yeah we've always been there right. We started out with software and we've expanded that to the hybrid cloud right. Think about where we're at now we've got you know we mark Loudon AWS, we've got our four thousand plus VM cloud provider partners and increasingly more and more users >> John Furrier: so, you are saying copied you guys basically >> Rajiv Ramaswami: absolutely >> John Furrier: okay >> Lisa Martin: imitation is the highest form of flattery (laughing) >> Lisa Martin: question for you in terms of customers. You know we we're I'm sure going to hear some phenomenal successful customers at vmworld, which is just around the corner, how our customer is going to benefit from the innovation? and this is we talked about the competition, competitive nature of radio, but also the fact that one of these guys and gals are doing this in their spare time so this is really deep-rooted passionate projects we expect customers in any industry to be able to benefit from this and say the next nine to twelve months? >> Rajiv Ramaswami: yeah look I mean at the end of the day you know these are complex systems and software that we have provide and deploy all right and a lot of innovations as under the covers and we have to translate that into value propositions that resonate with the customer that they can go deploy so what's the customer trying to do right? so think about it from a customer lens in so the customer is trying to say, well okay I'm on this journey I've got for example figure out how to have a completely you know dynamic infrastructure where I can run my applications and those could be if my existing applications modern applications that I'm building and they need to be able to run flexibly anywhere I want to be able to run them on Prem I want to be able to run them in the cloud give me an infrastructure that can solve that problem and that's really what we do with our hybrid cloud solution so the and so we have solved that problem for the customer then the customer's next problem is going to be around saying that well I want that flexibility I want to use AWS, I want to use Azure, I want to use Google and every one of these has a silo by itself I've got to retrain all my people to come manage every one of these separately VMware can you help us with that and we provided consistent operations and management's control planes that work across everyone of these clubs but allowing them to solve that problem easily and networking and security we already talked about right there's notion of being able to connect the absence users and data so converting all these innovations into you know solutions that customers can use is really what we do well >> John Furrier: you know we like to put pressure on you guys and ask the tough questions we've got to say you guys have done a great job, over the past couple of years on the product tech site a lot, a lot of clarity on vCloud air get that out of the way amazon relationship now that you got vCloud foundation, things are coming together the numbers are up >> Rajiv Ramaswami: yes >> John Furrier: Boss happy everyone's happy. What's next? What's the big next journey chapter and wave you ridin? >> Rajiv Ramaswami: look I think we're still early days when it comes to the two big transformational seems to be around right. cloud in containers I think we've got all of our solutions in the market now. We have to scale and build them past talked about this mission of how to you know make these cloud delivered service bigger chunk of our portfolio going forward and then containers in kubernetes I think is a big big cloud native with a big new area for us a lot more to go when it comes to networking in times transforming networking insecurity. I do expect us to be doing more and more there in that front and on the inducer I thin on there which we didn't cover much about here there's a fundamentally massive opportunity for us with modern management on Windows right with our partnership with Dell and taking really work space one into every windows machine that's out there and you also saw that partnership announcement with Microsoft last week at deltek world a couple of weeks ago so all of that I think you know There is a lot for us to execute >> John Furrier: I just want an alienware monitor the curve monitors are so good. I want one of those. >> Rajiv Ramaswami: Oh yeah those are beautiful monitors, elite. >> Lisa Martin: Well an impressive trajectory that you have no doubt the queue will be following closely, Rajiv thank you so much for joining me on the cube VMware radio 2019 we appreciate your time >> Rajiv Ramaswami: oh thank you Lisa, thank you John glad to be here again thank you >> Lisa Martin: our pleasure for John Fourier, I'm Lisa Martin coming to you from San Francisco at VMware radio 2019. Thanks for watching (high intensity music)

>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Hi, Lisa Martin with theCUBE, live day three of theCUBE's double set coverage of Dell Technologies World 2019 I am with Stu Miniman. We've got one alumni back. We've got Gil Schneorson, Senior Vice President and General Manager of Vxrail. Gil welcome back. >> Thank you nice to be back. >> And it's show and tell you brought Niv Raz CTO of Harel Insurance one of your successful customers, Niv it's great to have you on the program. >> Thank you and great to be here. >> So Niv let's start with you. Give our audience an understanding of Harel Insurance where you're located, what it is that you do and then we'll get into why think Dell EMC is so fantastic. >> Harel Insurance is a insurance company doing a life, now life insurances very wide portfolio of business products in the insurance and investments in Israel. More than 5000 employees and three million customers managing around 240 billion shekels in 2018. So it's very innovative company to work in. >> So Niv interesting. Dell has a podcast and I'm just given a little plug here 'cause at the gym this morning the latest episode by Walter Issacson talks about transformation going on in the insurance business. Some people think, oh insurance has been around a long time, I mean heck to the Roman Era when they had some of this but today Insurance is changing fast. Can you give us at a macro level, give us what are some the changes and stresses on the company and how's that impact your job. >> It's funny you mentioning that. In 2015 our CEO has declared innovative program named Recalculating Routes. The purpose of the program the strategic plan was to take a role from traditional insurance company to more digital transform, data transform. We Israel has the brokers. The brokers are our sales person but once the customer and the sales part, the onboarding part, you want a more innovative service after that. The post service part is very hard in insurance and we investing a lot to make the post service customer experience very advantaged. >> We talk a lot about customer insurance at every, oh sorry, customer insurance, well that's important too, customer experience is the word I was going for. It's essential right because in 2019 customers of any type of product or service have so much choice. So talk to us Niv from looking through that lens of delivering an outstanding customer experience obviously your sales folks need to have innovative technology to deliver that outstanding customer experience. But when a company says we've got to transform digitally we've got to stay ahead of the market, delight our customers Where do you start? Talk to us about maybe a phased approach that you're taking to digital transformation. >> Digital transformation is all about how customer experience feel like in your environment. So if a person entering your website and trying to do some post service and running into some old fashionable process that is very hard to him and its really frustrating to do that. And actually if I look about what our approach about it, we're thinking about the digital transformation, we're thinking about how to take the onboarding part for our brokers, the post service for our customers, to make the process, the services we are offering to our customers easy as possible to just can submit. >> All right so Gil let's bring you into the discussion here. And I think back Converge Infrastructure, Hyper-converge Infrastructure you've been riding the rocket ship that is Vxrail, digital transformation wasn't the leading use for that when we started. It was simplification driving that wave of virtualization, we've heard Vxrail everywhere in the discussion this week. It was like all of these different cloud pieces, what's underneath them, VxRail. Help us connect the dots, the transformations that your customers are going where VxRail and the new solutions built with VxRail help enable your customers. >> Yeah thanks Stu. We talk about a digital transformation a lot. Reality is that many of the customers, not all of them are transformative like Harel Insurance right. Many of them look at ATI and VxRail as the next simple tech refresh. They see the agility, they see the economical benefit but there's a growing majority of customers who look to this is as transformational. And so that's where you see ATI and VxRail specifically in our case starting to grow beyond being an infrastructure for workloads to be an infrastructure for their hybrid cloud and multi cloud environment. So what is so exciting about this show is because we've been very successful we're growing very fast, but by putting this building block in many of our customers' data centers they've made the choice that will enable them to now embark on a more transformational strategy. And I think we demonstrated in the last two days that hybrid cloud is here and it's sellable, operational and with VxRail and the integration with VML cloud foundation and the ability to add and burst into a cloud move workloads It's here and its now, I thinks that's what's nice about this whole thing. >> All right so Gil it's great for you to say it even as an analyst as a media organization for us to say it but what we love is that you brought a customer here to tell us the reality as to where cloud fits into your overall discussion. And I would love your feedback as to what Gil's saying. What's the reality in your world and the impact on your work >> I would connect the previous question this one because it's like a very rolling on questions about it. So you as the customers your expectations about the company is to do every operation from everywhere very easy way and the mobility and the digital transformation itself all the mobile applications, all the things that's taking the customer experience to the next level will took the organization to a phase that I need understand how to scalable the systems. So in this journey when you're looking about digital transformation you must have a infrastructure that support the scalability, the elasticity, the availability that the customer demands. You don't think to yourself that you are enter some E-commerce customer and they will send you on application. sorry Sir, we currently offline the management reasons or maintenance reasons. That thing in 2019 you will not think about and it's not be acceptable. So to do a scalability our multi cloud strategy in Harel is to have infrastructure free environment to focus on the service applications and not to focus on the infrastructure management part. That's the big concerns of our IT teams was how to care about support and matrix's and compatibility and maintenance and when you go into the private cloud environment, the private cloud environment, that's VxRail on the bottom and VML cloud foundation on the top allow Harel is to start the journey to a phase that said okay we're going to our infrastructure free road map. >> Tell us about the outcomes that for example go back to, what we were talking about your brokers who need to be able to deliver any service. I imagine they're out in the field sometimes with customers depending on the types of services that they need to deliver. What has been some of the feedback or maybe the outcomes for the brokers. Are they able to do their jobs faster, deliver quotes faster to customers. What are some of the exciting outcomes that you're seeing as a result of the infrastructure that Dell EMC is helping you to establish. >> Part of digital transformation we're talking about micro servicing a lot of old virtual machines I'm saying that. So service applications on the password virtual machine now your micro services, why you micro servicing it because in 8:00 a.m, perhaps there is 20 persons that's selling your policies but perhaps on the 11:00 after some TV show said something about Harel you can have thousands of customers entering to your website. So how you can support that? So again brokers need the tools to support the operation, the sales operations and the customers need the tools to support the post service for themselves, how to claim, how to do claims how to do more preventives aspects of insurances. So basically again when you're looking about what exciting is, is the reality that I'm seeing a process of a customer and is saying, wow that was easy. So taking the digital transformation to make our customer experience better. >> All right Gil help us zoom out a little bit. We talked to one customer here but the business overall joint product development between Dell EMC and the VMware teams is something that we think was transformational and helped accelerate the HTI growth. What are some the big drivers what's changed in the business. Give us the overall update. >> Yeah look, I think that when we discovered that working together pays off through our joint leadership through examples like VxRail and others we started looking at every part of the business and how collaboration could enable us to add even more value and any value transfer to finances and there's a very strong interest in so this recent innovation we've introduced with integration with cloud foundation, people don't realize how much work goes into integrating two products regardless, even between 1 company you're talking about engineers co-location, you're talking about joint sprints you're talking about test fests, design workshop, customers interaction and so, but you know what I mean, it pays off. You deliver a new outcome that didn't exist before now with VCF and VxRail you can have a full life cycle management of the entire VMX stack and the entire hardware stack drivers, framework everything life cycled together, it's a very, very impressive outcome and it's ready now and I'm really thinking that shift is going to be more than just ATI, people are going to start embracing the full stack because they can, because we're simplifying it. In addition to that Stu I think it's important to understand or I'd like the people to know that the other way we're taking the ATI stack and the full stack is into much more intelligence so machine learning and predictability all the way eventually to remediation and so in this show we introduced the analytical consulting engine for VxRail and we put it out there as a field trial, as an early access. The thought process is we have a very large amount of intelligent customers that could tell us where they need this to take them. What's exciting about it is that every product these days is trying to be intelligent because we have a full stack we have a lot of context, a lot of things we could correlate. So we're very excited about this and we're hoping that our customers will participate in that design, I'm sure Harel will as soon as we can give it to them, the access and, not only full stack but make it much more intelligent, I think it's going to be very exciting year til next time we speak. >> Harel you have? >> Something to say about it. We are customers, us as an organization understand the public cloud allowed us to be infrastructure free and now they said okay some workloads are good for public cloud some workloads are good for private cloud and the multi cloud approach that VMcloud Foundation gives us the infrastructure free to just focus on the services. You need to understand the manageability of traditional infrastructure is very costly. Why? You need to manage it, you need to support it, you need to upgrade the frameworks, the buyers, the drivers and all the time to be concerned about if everything is supportable, how you do that all the job and again once you taking the VxRail as a hardware platform for that and the VMcloud foundation the software you getting a complete life cycle that assist you to just focusing about to be a service broker just add new services to the exist environment. >> Well Niv, thank you so much for stopping by theCUBE and sharing with Stu and me where you guys are on this digital transformation journey, the successes you've achieved so far with Dell EMC, Gil again always great to have you on the program and we can't wait to hear more next year maybe Ace is going to give us some really insightful insights that will be groundbreaking. >> I believe so. Thank you very much. >> For Stu Minneman, I'm Lisa Martin. You're watching us on theCUBE, live from day three of our coverage of Dell Technologies World. Thanks for watching. (upbeat music)

why from the mandalay bay convention center in las vegas it's the cues covering vmworld 2016 rock you buy vmware and its ecosystem sponsors we are here live in las vegas at mandalay bay in the hang space at vmworld 2016 this is the cube silicon angles flagship program where we go out to the events that extract the signal from noise i'm john for my host John Tory with tech reckoning our next guest is vegetable Shan who is the senior director of product management at HP storage HPE storage EP enterprise welcome back to the cube good to see you hey John good to see you you guys obviously a big partner with VMware in the ecosystem is the update men all flash all the time it's a flash crazy world now yeah if you want to talk about flash you know so to your earlier comment about vmware partnerships we work with them vmware community across many different areas right flash storage being one of them key one just because many of these virtualized environments today depend so heavily on the storage and flash makes it a very very attractive option for four people running virtualized environments so talk about where it's all fitting in with vmware for you guys after you you know the three par success story dave vellante always raves about the best knowledge is HP's ever done is a gift that keeps on giving as he always says now with the all-flash side of it how is it impacting the data storage data protection all the integrated stuff that the customers are looking for is to change the game a bit or what's just i think you know if I if I may there's the core of an all-flash offering right and if you brought down the core you can say it's about performance it's about affordability right and clearly when all flash started performance was the key then there was the affordability wave and then there's even now what you would call data services way it's right where the ability to do snapshots or quality of service so I would mark those as the core then you could ask other table stakes sorry those are those tables say say you go thank you table stakes yeah and then some other question is if we look outside the core because the core is pretty much understood today right there's still lots of things outside of the core so for example how do you protect the flash array right how do you do data protection in a bit of a flash because the considerations are different your performance is different your application characteristics at difference so what I do a data protection that's one aspect the other aspect is your infrastructure right your host connectivity you know your bottleneck used to be storage you'll eliminate that bottleneck where is the bottleneck now is it on your host pipes and then the third thing I'd say sort of outside the core would be you know there are new environments coming up containerized environments are an interesting place where you may develop on one environment and choose to deploy in another in these cloud native apps again how does a flash array operate in those kinds of environments so outside of the main court a lot very interesting areas to look at about HP enterprises and specifically don't want the flash the data protection in the host side connectivity not so much the storage or talk about the difference of those areas and now they all work together yeah so let's look at the data protection first right and so what are the attributes of data protection that matter in a flash environment first of all how often are you taking your data protection snaps for example are you using snapshots do you go direct to a backup device what is the latency impact in taking the backup what happens to your backup windows how do you restore quickly if you are snapping every hour on the hour do you go back with the full backup apply incrementals can you do synthetic folds so lots of different elements here and I think the point of view is you could take back up from a point of view I've got to back up my entire environment I vmc array of IBM arrays of HP arrays have a whole environment here to backup right or you can say hey in my flash environment how do I ensure it's optimized just like what veem did with you know virtualize backups right they took a very specific approach not the same thing can be said with data protection and flash do you see so put the story for primary storage yeah how do you distort change then as you're backing up to another flash device RP are you saying that look in the field so so that's interesting you say that because you have different choice points now right so i could have to prime arrays replicating each other that I could be backing up the secondary array to addy duplicating device that's one option the other options I could be having my primary array backing up to a deduplication device and replicating the deduplication level or the device level here or I could be replicating at the host level so I think there are different choice points question is how do you choose one versus the other and their trade offs right there sort of pros and cons um and and you want to be able to offer the customers that choice as well as the guidance as to when you would do one versus the other I love the way you're talking about generations we've gotten to this one this core system now of this generation of solid say yes but there's all these other technologies coming down the pipe we talk a lot about nvme and connectivity and we talk a lot about 3dx point and that's going to change everything where do those fit into the this framework that you that you've been talking about so you go back down into the core and look at performance right because there's got to be a performance next that's our industry it never stays the same right things always move and so the key to looking through those technologies that you asked about John is to look at sort of the n to n path of an i/o and it starts from an application it traverses some kind of fabric it gets to what I would call a controller fabric on the storage side and then from that control of fabric weather data is processed dee doop compress for example it gets written to back-end right and so you have to look at that end-to-end path so some of the technologies that we've been talking about talks about the different points here so nvme as a back-end connectivity for back-end media to the controllers that significantly cuts the lengthy down now but if you look at the latency envelope today the lion's share of the length C is not with the SAS protocol back end its with the media right and so if you did nvme you want to pair it up with storage class memory to get the benefit of that latency and then you want to ensure as well that you are talking say nvme over fabric to your host so that the protocol delays there go away and so again here you can see how envy me impacts choice of media choice of host connectivity so you get that end to niño optimization talk about what's next for flash performance specifically across the host fabric controller fabric and the media back-end fabric yeah so I think you have to then figure out now as in all emerging technologies there's probably going to be different choice points right so we look at a host to front end storage port connectivity that traditionally has been fibre channel we are seeing a rise of I skazhi and ethernet so the question is what does that do with when 25 Giggy 25k Ethan it comes to play right do we see a shift there a tip there maybe I don't know I think again you want to be able to offer choice points and if you can reduce that whole plane see using Ethernet technologies I think that's going to be a segment of the market that's gonna be very attracted to it we've been diving down deep into the technology stack I'm curious if you're seeing the buying center shift as we get to more integrated virtualization teams cloud teams do you have to talk about these technologies down to them and to understand how to buy storage so yeah so that's a very interesting point because there is a segment of the market that says hey I am looking at a vm level or an application level right and I and I don't want to associate all the different component metrics so I think that's the growing trend and hyper convergence for example is a perfect example of that where people want to look at the vm level or even at the application level and you know as we get more and more entrenched in two lines of businesses wanting to develop key competitive capabilities we need to be able to do what exactly what you just said what's the hpe story now that now that you're HPE storage is an important component of what you what you all are doing us I mean in relation to what John was asking what's the future what's the future looking like it you guys talking about in terms of your storage platform so the opportunity for us is to bring you know the collection of different technologies to bear on our customers and I and I view it as two things so job one is for us to be the best storage vet out there in the world if i took that storage myopic view of things right but we're not a small company where a large company and so that's a job to that says how do we the storage and the server and the networking and the compute play together right so we've got to bring the one plus one plus one equals five story and that means the opportunity HP can bring right whether it's things like composable infrastructure where you can say look i have one set of infrastructure for mission-critical applications one set for my cloud native applications why should i have two infrastructures for that i should have one infrastructure that allows me to compose the elements as I see fit for those environments some of them have different attributes I shouldn't have to have different sets of infrastructure to do both nothing to me that's a great opportunity we can bring to our customers about HP Enterprise now and storage give us the update was going on in the business office of the vmware ecosystem thin strategic you guys again like you mentioned been there for a very long time been a big big big partner of vmware but how's business in general at HP enterprise storage business what's the update what's the shiny new toy what's the where's the meat and Wiz what's going on you accepting yeah so so from an HP storage perspective clearly all flashes one of the rock stars there we're doing great with all flash good traction we're seeing a lot of interests around software-defined storage and hyper convergence and you know it's interesting on the software-defined side we've taken the same approach as we as well take on the primary side because we offer now what we call a common data fabric where you can deploy software either in a running on a proliant server or blade server you can deploy that same software as an appliance if that's how you want to consume it you can deploy it as part of a hyper converge packet we even offer it's part of our Helion OpenStack cloud distribution private cloud distribution so again bringing one technology one offering that can span multiple shape and form factors help make it simple for the customer otherwise they're going to do or deploy 13 different things so final question fish as a veteran of the tech business industry hace storage is your focus here at vml what are you taking back with you home as a key walk away item from vmworld share with the folks what you're learning what's that what's the vibe what's what's what are you going to take home with you as a walk away pretty much vehicles always been a great show right it's probably the one place where you know it's got such a rich ecosystem of vendors such a rich ecosystem some offering both complimentary and competitive so you know we have the stone we called frenemy right you're a friend in some places an enemy in others which is great because it just gives you places to collaborate and give new capability to your customers the vibes great at vmworld very rich ecosystem they're doing a lot of great technology innovations in cloud and software-defined we partner in Maine spaces we compete in some yeah but hey that's just the way the cookie crumbles and customers one choice fish thanks so much for sharing your inside the cube great to see you see at HP discover coming up in London in December yes right i think it's december or is that it's quite not much of a neighbor okay and yeah right yeah so big events european version of hpe discover which we just had an amazing set of interviews the cube was there could still get an angle website web site com or youtube com still gonna go check out the HP Enterprise discover videos tons of storage videos with all the big dogs on there thanks we spending the time now here I am world thank you if we are live at the mandalay bay in the hang space at vmworld 2016 john free with john schuer with tech reckoning we write back you're watching the cube