Image Title

Search Results for Verizon:

Ian Massingham, MongoDB and Robbie Belson, Verizon | MongoDB World 2022


 

>>Welcome back to NYC the Cube's coverage of Mongo DB 2022, a few thousand people here at least bigger than many people, perhaps expected, and a lot of buzz going on and we're gonna talk devs. I'm really excited to welcome back. Robbie Bellson who's the developer relations lead at Verizon and Ian Massingham. Who's the vice president of developer relations at Mongo DB Jens. Good to see you. Great >>To be here. >>Thanks having you. So Robbie, we just met a few weeks ago at the, the red hat summit in Boston and was blown away by what Verizon is doing in, in developer land. And of course, Ian, you know, Mongo it's rayon Detra is, is developers start there? Why is Mongo so developer friendly from your perspective? >>Well, it's been the ethos of MongoDB since day one. You know, back when we launched the first version of MongoDB back in 2009, we've always been about making developers lives easier. And then in 2016, we announced and released MongoDB Atlas, which is our cloud managed service for MongoDB, you know, starting with a small number of regions built on top of AWS and about 2,500 adoption events per week for MongoDB Atlas. After the first year today, MongoDB Atlas provides a managed service for MongoDB developers around the world. We're present in almost a hundred cloud regions across S DCP and Azure. And that adoption number is now running at about 25,000 developers a week. So, you know, the proof are in proof is really in the metrics. MongoDB is an incredibly popular platform for developers that wanna build data-centric applications. You just can't argue with the metrics really, >>You know, Ravi, sometimes there's an analyst who come up with these theories and one of the theories I've been spouting for a long time is that developers are gonna win the edge. And now to, to see you at Verizon building out this developer community was really exciting to me. So explain how you got this started with this journey. >>Absolutely. As you think about Verizon 5g edge or mobile edge computing portfolio, we knew from the start that developers would play a central role and not only consuming the service, but shaping the roadmap for what it means to build a 5g future. And so we started this journey back in late 20, 19 and fast forward to about a year ago with Mongo, we realized, well, wait a minute, you look at the core service offerings available at the edge. We didn't know really what to do with data. We wanted to figure it out. We wanted the vote of confidence from developers. So there I was in an apartment in Colorado racing, your open source Mongo against that in the region edge versus region, what would you see? And we saw tremendous performance improvements. It was so much faster. It's more than 40% faster for thousands and thousands of rights. And we said, well, wait a minute. There's something here. So what often starts is an organic developer, led intuition or hypothesis can really expand to a much broader go to market motion that really brings in the enterprise. And that's been our strategy from day one. Well, >>It's interesting. You talk about the performance. I, I just got off of a session talking about benchmarks in the financial services industry, you know, amazing numbers. And that's one of the hallmarks of, of Mongo is it can play in a lot of different places. So you guys both have developer relations in your title. Is that how you met some formal developer relations? >>We were a >>Program. >>Yeah, I would say that Verizon is one of the few customers that we also collaborate with on a developer relations effort. You know, it's in our mutual best interest to try to drive MongoDB consumption amongst developers using Verizon's 5g edge network and their platform. So of course we work together to help, to increase awareness of MongoDB amongst mobile developers that want to use that kind of technology. >>But so what's your story on this? >>I mean, as I, as I mentioned, everything starts with an organic developer discovery. It all started. I just cold messaged a developer advocate on Twitter and here we are at MongoDB world. It's amazing how things turn out. But one of the things that's really resonated with me as I was speaking with one of, one of your leads within your organization, they were mentioning that as Mongo DVIA developed over the years, the mantra really became, we wanna make software development easy. Yep. And that really stuck with me because from a network perspective, we wanna make networking easy. Developers are not gonna care about the internals of 5g network. In fact, they want us to abstract away those complexities so that they can focus on building their apps. So what better co-innovation opportunity than taking MongoDB, making software easy, and we make the network easy. >>So how do you think about the edge? How does you know variety? I mean, to me, you know, there's a lot of edge use cases, you know, think about the home Depot or lows. Okay, great. I can put like a little mini data center in there. That's cool. That's that's edge. Like, but when I think of Verizon, I mean, you got cell towers, you've got the far edge. How do you think about edge Robbie? >>Well, the edge is a, I believe a very ambiguous term by design. The edge is the device, the mobile device, an IOT device, right? It could be the radio towers that you mentioned. It could be in the Metro edge. The CDN, no one edge is better than the other. They're all just serving different use cases. So when we talk about the edge, we're focused on the mobile edge, which we believe is most conducive to B2B applications, a fleet of IOT devices that you can control a manufacturing plant, a fleet of ground and aerial robotics. And in doing so you can create a powerful compute mesh where you could have a private network and private mobile edge computing by way of say an AWS outpost and then public mobile edge computing by way of AWS wavelength. And why keep them separate. You could have a single compute mesh even with MongoDB. And this is something that we've been exploring. You can extend Atlas, take a cluster, leave it in the region and then use realm the mobile portfolio and spread it all across the edge. So you're creating that unified compute and data mesh together. >>So you're describing what we've been expecting is a new architecture emerging, and that's gonna probably bring new economics of new use cases, right? Where are we today in that first of all, is that a reasonable premise that this is a sort of a new architecture that's being built out and where are we in that build out? How, how do you think about the, the future of >>That? Absolutely. It's definitely early days. I think we're still trying to figure it out, but the architecture is definitely changing the idea to rip out a mobile device that was initially built and envisioned for the device and only for the device and say, well, wait a minute. Why can't it live at the edge? And ultimately become multi-tenant if that's the data volume that may be produced to each of those edge zones with hypothesis that was validated by developers that we continue to build out, but we recognize that we can't, we can't get that static. We gotta keep evolving. So one of our newest ideas as we think about, well, wait a minute, how can Mongo play in the 5g future? We started to get really clever with our 5g network APIs. And I, I think we talked about this briefly last time, 5g, programmability and network APIs have been talked about for a while, but developers haven't had a chance to really use them and our edge discovery service answering the question in this case of which database is the closest database, doesn't have to be invoked by the device anymore. You can take a thin client model and invoke it from the cloud using Atlas functions. So we're constantly permuting across the entire portfolio edge or otherwise for what it means to build at the edge. We've seen such tremendous results. >>So how does Mongo think about the edge and, and, and playing, you know, we've been wondering, okay, which database is actually gonna be positioned best for the edge? >>Well, I think if you've got an ultra low latency access network using data technology, that adds latency is probably not a great idea. So MongoDB since the very formative years of the company and product has been built with performance and scalability in mind, including things like in memory storage for the storage engine that we run as well. So really trying to match the performance characteristics of the data infrastructure with the evolution in the mobile network, I think is really fundamentally important. And that first principles build of MongoDB with performance and scalability in mind is actually really important here. >>So was that a lighter weight instance of, of Mongo or not >>Necessarily? No, not necessarily. No, no, not necessarily. We do have edge cashing with realm, the mobile databases Robbie's already mentioned, but the core database is designed from day one with those performance and scalability characteristics in mind, >>I've been playing around with this. This is kind of a, I get a lot of heat for this term, but super cloud. So super cloud, you might have data on Preem. You might have data in various clouds. You're gonna have data out at the edge. And, and you've got an abstraction that allows a developer to, to, to tap services without necessarily if, if he or she wants to go deep into the S great, but then there's a higher level of services that they can actually build for their customers. So is that a technical reality from a developer standpoint, in your view, >>We support that with the Mongo DB multi-cloud deployment model. So you can place Mongo DB, Atlas nodes in any one of the three hyperscalers that we mentioned, AWS, GCP or Azure, and you can distribute your data across nodes within a cluster that is spread across different cloud providers. So that kinds of an kind of answers the question about how you do data placement inside the MongoDB clustered environment that you run across the different providers. And then for the abstraction layer. When you say that I hear, you know, drivers ODMs the other intermediary software components that we provide to make developers more productive in manipulating data in MongoDB. This is one of the most interesting things about the technology. We're not forcing developers to learn a different dialect or language in order to interact with MongoDB. We meet them where they are by providing idiomatic interfaces to MongoDB in JavaScript in C sharp, in Python, in rust, in that in fact in 12 different pro programming languages that we support as a first party plus additional community contributed programming languages that the community have created drivers for ODMs for. So there's really that model that you've described in hypothesis exist in reality, using >>Those different Compli. It's not just a series of siloed instances in, >>In different it's the, it's the fabric essentially. Yeah. >>What, what does the Verizon developer look like? Where does that individual come from? We talked about this a little bit a few weeks ago, but I wonder if you could describe it. >>Absolutely. My view is that the Verizon or just mobile edge ecosystem in general for developers are present at this very conference. They're everywhere. They're building apps. And as Ian mentioned, those idiomatic interfaces, we need to take our network APIs, take the infrastructure that's being exposed and make sure that it's leveraging languages, frameworks, automation, tools, the likes of Terraform and beyond. We wanna meet developers where they are and build tools that are easy for them to use. And so you had talked about the super cloud. I often call it the cloud continuum. So we, we took it P abstraction by abstraction. We started with, will it work in one edge? Will it work in multiple edges, public and private? Will it work in all of the edges for a given region, public or private, will it work in multiple regions? Could it work in multi clouds? We've taken it piece by piece by piece and in doing so abstracting way, the complexity of the network, meaning developers, where they are providing those idiomatic interfaces to interact with our API. So think the edge discovery, but not in a silo within Atlas functions. So the way that we're able to converge portfolios, using tools that dev developers already use know and love just makes it that much easier. Do, >>Do you feel like I like the cloud continuum cause that's really what it is. The super cloud does the security model, how does the security model evolve with that? >>At least in the context of the mobile edge, the attack surface is a lot smaller because it's only for mobile traffic not to say that there couldn't be various configuration and human error that could be entertained by a given application experience, but it is a much more secure and also reliable environment from a failure domain perspective, there's more edge zones. So it's less conducive to a regionwide failure because there's so many more availability zones. And that goes hand in hand with security. Mm. >>Thoughts on security from your perspective, I mean, you added, you've made some announcements this week, the, the, the encryption component that you guys announced. >>Yeah. We, we issued a press release this morning about a capability called queryable encryption, which actually as we record this Mark Porter, our CTO is talking about in his keynote, and this is really the next generation of security for data stored within databases. So the trade off within field level encryption within databases has always been very hard, very, very rigid. Either you have keys stored within your database, which means that your memory, so your data is decrypted while it's resident in memory on your database engine. This allow, of course, allows you to perform query operations on that data. Or you have keys that are managed and stored in the client, which means the data is permanently OBS from the engine. And therefore you can't offload query capabilities to your data platform. You've gotta do everything in the client. So if you want 10 records, but you've got a million encrypted records, you have to pull a million encrypted records to the client, decrypt them all and see performance hit in there. Big performance hit what we've got with queryable encryption, which we announced today is the ability to keep data encrypted in memory in the engine, in the database, in the data platform, issue queries from the client, but use a technology called structural encryption to allow the database engine, to make decisions, operate queries, and find data without ever being able to see it without it ever being decrypted in the memory of the engine. So it's groundbreaking technology based on research in the field of structured encryption with a first commercial database provided to bring this to market. >>So how does the mobile edge developer think about that? I mean, you hear a lot about shifting left and not bolting on security. I mean, is this, is this an example of that? >>It certainly could be, but I think the mobile edge developer still stuck with how does this stuff even work? And I think we need to, we need to be mindful of that as we build out learning journeys. So one of my favorite moments with Mongo was an immersion day. We had hosted earlier last year where we, our, from an enterprise perspective, we're focused on BW BS, but there's nothing stopping us. You're building a B2C app based on the theme of the winner Olympics. At the time, you could take a picture of Sean White or of Nathan Chen and see that it was in fact that athlete and then overlaid on that web app was the number of medals they accrued with the little trumpeteer congratulating you for selecting that athlete. So I think it's important to build trust and drive education with developers with a more simple experience and then rapidly evolve overlaying the features that Ian just mentioned over time. >>I think one of the keys with cryptography is back to the familiar messaging for the cloud offloading heavy lifting. You actually need to make it difficult to impossible for developers to get this wrong, and you wanna make it as easy as possible for developers to deal with cryptography. And that of course is what we're trying to do with our driver technology combined with structure encryption, with query encryption. >>But Robbie, your point is lots of opportunity for education. I mean, I have to say the developers that I work with, it's, I'm, I'm in awe of how they solve problems and I, and the way they solve problems, if they don't know the answer, they figure out how to go get it. So how, how are your two communities and other communities, you know, how are they coming together to, to solve such problems and share whether it's best practices or how do I do this? >>Well, I'm not gonna lie in person. Events are a bunch of fun. And one of the easiest domain knowledge exchange opportunities, when you're all in person, you can ideate, you can whiteboard, you can brainstorm. And often those conversations are what leads to that infrastructure module that an immersion day features. And it's just amazing what in person events can do, but community groups of interest, whether it's a Twitch stream, whether it's a particular code sample, we rely heavily on digital means today to upscale the developer community, but also build on by, by means of a simple port request, introduce new features that maybe you weren't even thinking of before. >>Yeah. You know, that's a really important point because when you meet people face to face, you build a connection. And so if you ask a question, you're more likely perhaps to get an answer, or if one doesn't exist in a, in a search, you know, you, oh, Hey, we met at the, at the conference and let's collaborate on this guys. Congratulations on, on this brave new world. You're in a really interesting spot. You know, developers, developers, developers, as Steve bomber says screamed. And I was glad to see Dave was not screaming and jumping up and down on the stage like that, but, but the message still resonates. So thank you, definitely appreciate. All right, keep it right there. This is Dave ante for the cubes coverage of Mago DB world 2022 from New York city. We'll be right back.

Published Date : Jun 7 2022

SUMMARY :

Who's the vice president of developer relations at Mongo DB Jens. And of course, Ian, you know, Mongo it's rayon Detra is, is developers start Well, it's been the ethos of MongoDB since day one. So explain how you versus region, what would you see? So you guys both have developer relations in your So of course we But one of the things that's really resonated with me as I was speaking with one So how do you think about the edge? It could be the radio towers that you mentioned. the idea to rip out a mobile device that was initially built and envisioned for the of the company and product has been built with performance and scalability in mind, including things like the mobile databases Robbie's already mentioned, but the core database is designed from day one So super cloud, you might have data on Preem. So that kinds of an kind of answers the question about how It's not just a series of siloed instances in, In different it's the, it's the fabric essentially. but I wonder if you could describe it. So the way that we're able to model, how does the security model evolve with that? And that goes hand in hand with security. week, the, the, the encryption component that you guys announced. So it's groundbreaking technology based on research in the field of structured So how does the mobile edge developer think about that? At the time, you could take a picture of Sean White or of Nathan Chen And that of course is what we're trying to do with our driver technology combined with structure encryption, with query encryption. and other communities, you know, how are they coming together to, to solve such problems And one of the easiest domain knowledge exchange And so if you ask a question, you're more likely perhaps to get an answer, or if one doesn't exist

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
StevePERSON

0.99+

VerizonORGANIZATION

0.99+

Robbie BellsonPERSON

0.99+

Ian MassinghamPERSON

0.99+

IanPERSON

0.99+

10 recordsQUANTITY

0.99+

RobbiePERSON

0.99+

Robbie BelsonPERSON

0.99+

ColoradoLOCATION

0.99+

2009DATE

0.99+

DavePERSON

0.99+

2016DATE

0.99+

Mark PorterPERSON

0.99+

thousandsQUANTITY

0.99+

MongoORGANIZATION

0.99+

BostonLOCATION

0.99+

AWSORGANIZATION

0.99+

MongoDBORGANIZATION

0.99+

Sean WhitePERSON

0.99+

Nathan ChenPERSON

0.99+

OlympicsEVENT

0.99+

PythonTITLE

0.99+

MongoDBTITLE

0.99+

todayDATE

0.99+

NYCLOCATION

0.99+

late 20DATE

0.99+

more than 40%QUANTITY

0.99+

two communitiesQUANTITY

0.99+

RaviPERSON

0.98+

MongoDB AtlasTITLE

0.98+

Mongo DBORGANIZATION

0.98+

oneQUANTITY

0.98+

JavaScriptTITLE

0.98+

this morningDATE

0.98+

one edgeQUANTITY

0.97+

12 different pro programming languagesQUANTITY

0.97+

New York cityLOCATION

0.97+

first versionQUANTITY

0.97+

this weekDATE

0.97+

bothQUANTITY

0.97+

AzureTITLE

0.96+

TwitterORGANIZATION

0.95+

AtlasTITLE

0.95+

C sharpTITLE

0.95+

a million encrypted recordsQUANTITY

0.95+

about 25,000 developers a weekQUANTITY

0.93+

TwitchORGANIZATION

0.93+

first yearQUANTITY

0.93+

19DATE

0.89+

Robert Belson, Verizon | Red Hat Summit 2022


 

>> Welcome back to the Seaport in Boston and this is theCUBE's coverage of Red Hat Summit 2022. I'm Dave Vellante with my co-host Paul Gillin. Rob Belson is here as the Developer Relations Lead at Verizon. Robbie great to see you. Thanks for coming on theCUBE. >> Thanks for having me. >> So Verizon and developer relations. Talk about your role there. Really interesting. >> Absolutely. If you think about our mobile edge computing portfolio in Verizon 5G Edge, suddenly the developer is a more important persona than ever for actually adopting the cloud itself and adopting the mobile edge. So the question then quickly became how do we go after developers and how do we tell stories that ultimately resonate with them? And so my role has been spearheading our developer relations and experience efforts, which is all about meeting developers in the channels where they actually are, building content that resonates with them. Building out architectures that showcase how do you actually use the technology in the wild? And then ultimately creating automation assets that make their lives easier in deploying to the mobile edge. >> So, you know, telcos get a bad rap, when you're thinking it's amazing what you guys do. You put out all this capital infrastructure, big outlays. You know, we use our phones to drop a call. People like, "Ah, freaking Verizon." But it's amazing what we can actually do too. You think about the pandemic, the shift that the telcos had to go through to landlines to support home, never missed a beat. And yet at the same time you're providing all this infrastructure for people to come over the top, the cost forbid is going down, right? Your cost are going up and yet now we're doing this big 5G buildup. So I feel like there's a renaissance about to occur in edge computing that the telcos are going to lead new forms of monetization new value that you're going to be able to add, new services, new applications. The future's got to be exciting for you guys and it's going to be developer-led, isn't it? >> Absolutely. I mean it's been such an exciting time to be a part of our mobile edge computing portfolio. If you think back to late 2019 we were really asking the question with the advent of high speed 5G mobile networks, how can you drive more immersive experiences from the cloud in a cloud native way without compromising on the tools you know and love? And that's ultimately what caused us to really work with the likes of AWS and others to think about what does a mobile edge computing portfolio look like? So we started with 5G Edge with AWS Wavelength. So taking the compute and storage services you know and love in AWS and bringing it to the edge of our 4G and 5G networks. But then we start to think, well, wait a minute. Why stop at public networks? Let's think about private networks. How can we bring the cloud and private networks together? So you turn back to late 2021 we announced Verizon 5G Edge with AWS Outposts but we didn't even stop there. We said, "Well, interest's cool, but what about network APIs? We've been talking about the ability and the programmability of the 5G network but what does that actually look like to the developers? And one great example is our Edge Discovery Service. So you think about the proliferation of the edge 17 Wavelength Zones today in the US. Well, what edge is the right edge? You think about maybe the airline industry if the closest exit might be behind you absolutely applies to service discovery. So we've built an API that helps answer that seemingly basic question but is the fundamental building block for everything to workload orchestration, workload distribution. A basic network building block has become so important to some of these new sources of revenue streams, as we mentioned, but also the ability to disintermediate that purpose built hardware. You think about the future of autonomous mobile robots either ground and aerial robotics. Well, you want to make those devices as cheap as possible but you don't want to compromise on performance. And that mobile edge layer is going to become so critical for that connectivity, but also the compute itself. >> So I just kind of gave my little narrative up front about telco, but that purpose built hardware that you're talking about is exceedingly reliable. I mean, it's hardened, it's fossilized and so now as you just disaggregate that and go to a more programmable infrastructure, how are you able to and what gives you confidence that you're going to be able to maintain that reliability that I joke about? Oh, but it's so reliable. The network has amazing reliability. How are you able to maintain that? Is that just the pace of technology is now caught up, I wonder if you can explain that? >> I think it's really cool as I see reliability and sort of geo distribution as inextricably linked. So in a world where to get that best in class latency you needed to go to one place and one place only. Well, now you're creating some form of single source of failure whether it's the power, whether it's the compute itself, whether it's the networking, but with a more geo distributed footprint, particularly in the mobile edge more choices for where to deliver that immersive experience you're naturally driving an increase in reliability. But again, infra alone it's not going to do the job. You need the network APIs. So it's the convergence of the cloud and network and infra and the automation behind it that's been incredibly powerful. And as a great example, the work we've been doing in hybrid MEC the ability to converge within one single architecture, the private network, the public network, the AWS Outposts, the AWS Wavelength all in one has been such a fantastic journey and Red Hat has been a really important part in that journey. >> From the perspective of the developer when they're building a full cloud to edge application, where does Verizon pick up? Where do they start working primarily with you versus with their cloud provider? >> Absolutely. And I think you touched on a really important point. I think when you often think about the edge it's thought of as an either, or. Is it the edge? Is it the cloud? Is it both? It's an and I can't emphasize that enough. What we've seen from the customers greenfield or otherwise it's about extending an application or services that were never intended to live at the edge, to the edge itself, to deliver a more performant experience. And for certain control plane operations, metadata, backend operations analytics that can absolutely stay in the cloud itself. And so our role is to be a trusted partner in some of our enterprise customers' journeys. Of course, they can lean on the cloud provider in select cases, but we're an absolutely critical mode of support as you think about what are those architectures? How do you integrate the network APIs? And through our developer relations efforts, we've put a major role in helping to shape what those patterns really look like in the wild. >> When they're developing for 5G I mean, the availability of 5G of particularly you know, the high bandwidth 5G is pretty spotty right now. Mostly urban areas. How should they be thinking in the future developing an application roll out two years from now about where 5G will be at that point? >> Absolutely. I think one of the most important things in this case is the interoperability of our edge computing portfolio with both 4G and 5G. Whenever somebody asks me about the performance of 5G they ask how fast? Or for edge computing. It's always about benchmark. It's not an absolute value. It's always about benchmarking the performance to that next best alternative. What were you going to get if you didn't have edge computing in your back pocket? And so along that line of thought having the option to go either through 4G or 5G, having a mobile edge computing portfolio that works for both modes of connectivity even CAN-AM IoT is incredibly powerful. >> So it sounds like 4G is going to be with us for quite a while still? >> And I think it's an important part of the architecture. >> Yeah. >> Robert, tell us about the developer that's building these applications. Where does that individual come from? What's their persona? >> Oh, boy I think there's a number of different personas and flavors. I've seen everything from the startup in the back of a garage working hard to try to figure out what could I do for a next generation media and entertainment experience but also large enterprises. And I think a great area where we saw this was our 5G Edge Computing Challenge that we hosted last year. Believe it or not 100 submissions from over 22 countries, all building on Verizon 5G Edge. It was so exciting to see because so many different use cases across public safety, healthcare, media and entertainment. And what we found was that education is so important. A lot of developers have great ideas but if you don't understand the fundamentals of the infrastructure you get bogged down in networking and setting up your environment. And that's why we think that developer education is so important. We want to make it easy and in fact, the 5G Edge portfolio was designed in such a way that we'll abstract the complexities of the network away so you can focus on building your application and that's such a central theme and focus for how we approach the development. >> So what kind of services are you exposing via APIs? >> Absolutely, so first and foremost, as you think about 5G Edge with say AWS Wavelength, the infra there are APIs that are exposed by AWS to launch your infra, to patch your infrastructure, to automate your infrastructure. Specifically that Verizon has developed that's our network APIs. And a great example is our Edge Discovery Service. So think of this as like a service registry you've launched an application in all 17 edge zones. You would take that information, you would send it via API to the Edge Discovery Service so that for any mobile client say, you wake up one morning in Boston, you can ask the API or query, "Hey, what's the closest edge zone?" DNS isn't going to be able to figure it out. You need knowledge of the actual topology of the mobile network itself. So the API will answer. Let's say you take a little road trip 1,000 miles south to say Miami, Florida you ask that question again. It could change. So that's the workflow and how you would use the network API today. >> How'd you get into this? You're an engineer it's obvious how'd you stumble into this role? >> Well, yeah, I have a background in networks and distributed systems so I always knew I wanted to stay in the cloud somewhere. And there was a really unique opportunity at Verizon as the portfolio was being developed to really think about what this developer community looked like. And we built this all from scratch. If you look at say our Verizon 5G Edge Blog we launched it just along the timing of the actual GA of Wavelength. You look at our developer newsletter also around the time of the launch of Wavelength. So we've done a lot in such a short period and it's all been sort of organic, interacting with developers, working backwards from the customer. And so it's been a fairly new, but incredibly exciting journey. >> How will your data, architecture, data flow what will that look like in the future? How will that be different than it is sort of historically? >> When I think about customer workloads real time data architecture is an incredibly difficult thing to do. When you overlay the edge, admittedly, it gets more complicated. More places that produce the data, more places that consume data. How do you reconcile all of these environments? Maintain consistency? This is absolutely something we've been working on with the ecosystem at large. We're not going to solve this alone. We've looked at architecture patterns that we think are successful. And some of the things that we found that we believe are pretty cool this idea of taking that embedded mobile database, virtualizing it to the edge, even making it multi-tenant. And then you're producing data to one single source and simplifying how you organize and share data because all of the data being produced to that one location will be relevant to that topology. So Boston, as an example, Boston data being produced to that edge zone will only service Boston clients. So having a geo distributed footprint really does help data architectures, but at the core of all of this database, architectures, you need a compute environment that actually makes sense. That's performant, that's reliable. That's easy to use that you understand how to manage and that the edge doesn't make it any more difficult to manage. >> So are you building that? >> That's exactly what we're doing. So here at Red Hat Summit we've had the unique opportunity to continue to collaborate with our partners at Red Hat to think about how you actually use OpenShift in the context of hybrid MEC. So what have done is we've used OpenShift as is to extend what already exists to some of these new edge zones without adding in an additional layer of complexity that was unmanageable. >> So you use OpenShift so you don't have to cobble this together on your own as a full development environment and that's the role really that OpenShift plays here? >> That's exactly right. And we presented pieces of this at our re:Invent this past year and what we basically did is we said the edge needs to be inextricably linked with the cloud. And you want to be able to manage it from some seamless central pane of glass and using that OpenShift console is a great way. So what we did is we wanted to show a really geo-distributed footprint in action. We started with a Wavelength zone in Boston, the region in Northern Virginia, an outpost in the Texas area. We cobbled it all together in one cluster. So you had a whole compute mesh separated by thousands of miles all within a single cluster, single pane of glass. We take that and are starting to expand on the complexity of these architectures to overlay the network APIs we mentioned, to overlay multi-region support. So when we say you can use all 17 zones at once you actually can. >> So you've been talking about Wavelength and Outposts which are AWS products, but Microsoft and Google both have their distributed architectures as well. Where do you stand with those? Will you support those? Are you working with them? >> That's a great question. We have made announcements with Microsoft and Google but today I focus a lot on the work we do with AWS Wavelength and Outposts and continuing to work backwards from the customer and ultimately meet their needs. >> Yeah I mean, you got to start with an environment that the developers know that obviously a great developer community, you know, you see it at re:Invent. What was the reaction at re:Invent when you showed this from a developer community? >> Absolutely. Developers are excited and I think the best part is we're not the only ones talking about Wavelength not even AWS are the only ones talking about Wavelength. And to me from a developer ecosystem perspective that's when you know it's working. When you're not the one telling the best stories when others are evangelizing the power of your technology on your behalf that's when the ecosystem's starting to pick up. >> Speaking of making a bet on Outposts you know, it's somewhat limited today. I'll say it it's limited today in terms of we think it supports RDS and there's a few storage players. Is it your expectation that Outposts is going to be this essentially the cloud environment on your premises is that? >> That's a great question. I see it more as we want to expand customer choice more than ever and ultimately let the developers and architects decide. That's why I'm so bullish on this idea of hybrid MEC. Let's provide all of the options the most complicated geo distributed hybrid deployment you can imagine and automate it, make it easy. That way if you want to take away components of this architecture all you're doing is simplifying something that's already automated and fairly simple to begin with. So start with the largest problem to solve and then provide customers choice for what exactly meets their requirements their SLAs, their footprint, their network and work backwards from the customer. >> Exciting times ahead. Rob, thanks so much for coming on theCUBE. It's great to have you. >> Appreciate it, thanks for your time. >> Good luck. All right, thank you for watching. Keep it right there. This is Dave Vellante for Paul Gillin. We're live at Red Hat Summit 2022 from the Seaport in Boston. We'll be right back.

Published Date : May 11 2022

SUMMARY :

as the Developer So Verizon and developer relations. and adopting the mobile edge. that the telcos are going to if the closest exit might be behind you Is that just the pace of in hybrid MEC the ability to converge And I think you touched on I mean, the availability having the option to go part of the architecture. Where does that individual come from? of the infrastructure you get bogged down So that's the workflow of the actual GA of Wavelength. and that the edge doesn't make it any more to think about how you We take that and are starting to expand Where do you stand with those? and continuing to work that the developers know that's when you know it's working. Outposts is going to be and fairly simple to begin with. It's great to have you. from the Seaport in Boston.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Paul GillinPERSON

0.99+

Dave VellantePERSON

0.99+

VerizonORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

Rob BelsonPERSON

0.99+

AWSORGANIZATION

0.99+

Robert BelsonPERSON

0.99+

RobertPERSON

0.99+

BostonLOCATION

0.99+

RobPERSON

0.99+

USLOCATION

0.99+

TexasLOCATION

0.99+

100 submissionsQUANTITY

0.99+

telcoORGANIZATION

0.99+

SeaportLOCATION

0.99+

late 2019DATE

0.99+

OpenShiftTITLE

0.99+

late 2021DATE

0.99+

Red HatORGANIZATION

0.99+

Northern VirginiaLOCATION

0.99+

last yearDATE

0.99+

1,000 milesQUANTITY

0.99+

bothQUANTITY

0.99+

thousands of milesQUANTITY

0.99+

Red Hat Summit 2022EVENT

0.99+

pandemicEVENT

0.98+

oneQUANTITY

0.98+

one clusterQUANTITY

0.98+

RobbiePERSON

0.98+

one placeQUANTITY

0.98+

17 zonesQUANTITY

0.98+

todayDATE

0.98+

one morningQUANTITY

0.97+

firstQUANTITY

0.97+

single clusterQUANTITY

0.97+

both modesQUANTITY

0.97+

over 22 countriesQUANTITY

0.96+

one placeQUANTITY

0.96+

theCUBEORGANIZATION

0.93+

Red Hat SummitEVENT

0.92+

telcosORGANIZATION

0.92+

Edge Discovery ServiceTITLE

0.91+

5G Edge Computing ChallengeEVENT

0.91+

WavelengthTITLE

0.89+

one locationQUANTITY

0.89+

single paneQUANTITY

0.88+

one single sourceQUANTITY

0.85+

two yearsQUANTITY

0.83+

one single architectureQUANTITY

0.83+

Miami, FloridaLOCATION

0.82+

single sourceQUANTITY

0.81+

OutpostsORGANIZATION

0.8+

past yearDATE

0.78+

Usman Nasir, Verizon | AIOps Virtual Forum 2020


 

>>from around the globe. It's the Cube with digital coverage of AI ops Virtual Forum Brought to you by Broadcom Welcome back to the Broadcom AI Ops Virtual Forum Lisa Martin here talking with Usman Naseer Global Product Management at Verizon we spend Welcome back. >>Uh huh. Hello, Good >>to see you. So 2020 The year of that needs no explanation. With the year of massive challenges, I wanted to get your take on the challenges that organizations are facing this year as the demand to deliver digital products and services has never been higher. >>Yeah, I e I think this is something is so close to all the part part right? It's something that's impacted the whole world equally. And I think regardless off which industry you win, you have been impacted by this in one form or the other and the i c t industry, the information and communication technology industry. You know, Verizon being really massive player in that whole arena, it has just been sort of struck with this massive confirmation that we have talked about for a long time. We have talked about these remote surgery capabilities whereby you got patients in Kenya were being treated by experts sitting in London or New York and also this whole consciousness about, you know, our carbon footprint and being environmentally conscious. This pandemic has taught a school of that and brought this to the forefront off organizational priority, right? The demand. I think that Zaveri natural consequence of everybody sitting at home. And the only thing that can keep things still going is the data communication, Right? But I would just say that that is what kind of at the heart of all of this. Just imagine if we are to realize any of these targets that the world is world leadership is setting for themselves. Hey, we have >>to be carbon >>neutral by Xia as a country as a geography, etcetera etcetera. You know, all of these things require you to have this remote working capability this remote interaction, not just between human but machine to machine interaction. And this is a unique value chain which is now getting created that you've got people we're communicating with other people or were communicating with other machines. But the communication is much more. I won't even use the term really time because we've used real time for voice and video, etcetera. We're talking low latency microsecond to see and making that can either cut somebody's, you know, um, our trees or that could actually go and remove the tumor, that kind of stuff. So that has become a reality. Everybody's asking for it. Remote learning, being an extremely massive requirement where, you know, we've had to enable these thes virtual classrooms ensuring the type of connectivity, ensuring the type of type of privacy which is just so, so critical. You can't just have everybody you know, Go on the internet and access the data source. You have to be. I'm sorry about the integrity and security of >>that. They've >>had the foremost. So I think all of these things, Yes. We have not been caught off guard. We were should be pretty forward looking in our, you know, plans in our evolution. But yes, it does this fast track a journey that we would probably the least we would have taken in three years. It has brought that down to two quarters where we had to execute them. >>Right? Massive acceleration. All right, so you articulated the challenges really well and a lot of the realities that many of our viewers air facing. Let's talk now about motivations ai ops as a tool as a catalyst for helping organizations overcome those challenges. >>So, yeah, now all that I said you can imagine, you know, it requires microsecond the sea and making which human being on this planet can do microsecond the sea and making on complex network infrastructure, which is impacting, and user applications which have multitudes off effect. You know, in real life, I used the example of a remote surgeon. Just imagine, if you know, even because you just lose your signal on the quality of that communication for that microsecond, it could be the difference between killing somebody in saving somebody's life. Is that particular? We talk about autonomous vehicles way talk about the transition to electric vehicles, smart motorways, etcetera, etcetera in federal environment. How is all of that going to work? You have so many different components coming in. You don't just have a natural can security anymore. You have software defined networking that's coming becoming a part of this. You have mobile edge computing that is rented for the technologies. Five g enables we're talking augmented reality. We're talking virtual reality all of these things require that resource is. And while we carbon conscious, we don't just wanna build a billionaire, a terrorist on the planet, right? We we have to make sure that resource is air given on demand and the best way of re sources can be given on demand and could be most efficient. Is that we're making is being made at million microsecond. And those resource is our accordingly being distribute. Right? If you're 10 flying on, people sipping their coffee is having teeth talking to somebody else. You know, just being away on holiday. I don't think we're gonna be able to handle that world that we have already stepped into. Risen's five g has already started businesses on the transformational journey where they're talking about end user experience, personalization. You're gonna have, you know, events where people are going to go. And it's going to be three dimensional experiences that are purely customized for you. How How does that all happen without this intelligence having their and a network with all of these multiple layers assaults spectrum, it doesn't just need to be intuitive. Hey, this is my private I p traffic. This is public traffic. You know it has to now be into or this is an application that to privatize over another has to be intuitive to the criticality in the context, off those transactions again that surgeons surgery is much more important than husband sitting and playing a video game. >>Yeah, I'm glad that you think that that's excellent. Let's go into some specific use cases. What are in some of the examples that you gave? Let's kind of dig deeper into some of that. What you think are the lowest hanging fruit for organizations, kind of pan industry to go after here. >>Excellent, right? And I think this just like different ways to look at the lowest timing food. Like for somebody like Verizon, who is the managed services provider, you know, very comprehensive medicines. But we obviously have food timing much lower than potentially for some of our customers who want to go on that journey, right? So for them to just >>go and try and >>harness the power of help, the food's might be a bit higher hanging. But for somebody like God, the immediate ones would be to reduce the number off alarms that are being generated by these overlays services. You've got your basic network. Then you've got your software defined networking. On top of that, you have your hybrid clouds. You have your edge computing coming on top of that, you know? So ALOF this means if there is an outrage on one device on the network, gonna make this very real for everybody, right? It's right out. I'm not divisive. Network does not stop all of those multiple applications for monitoring tools from raising havoc and raising thousands off alarms and everyone capacity. If people are attending to those thousands off alarms, it's like you having a police force. And there's a burglary in one bank and the alarm goes off in $50. How you gonna make the best use of your police force? You're gonna go investigate 50 banks? You wanna investigate one where the problem is. So it's as realize that and I think that's the first wind where people can save so much cost, which is currently being wasted. And resource is running around primary figure stuff up immediately. Anti this with network and security network and security is something which has eluded even the most. You know, amazing off brings in or engineering. Well, we took it. We have network expert, separate people. Security experts separate people to look for different things. But there are security events that can impact the performance of the network and then use your application, cetera, etcetera, which could be falsely attributed to the network. And then if you've got multiple parties, which are then which have to clear stakeholders, you can imagine the blame game that goes on pointing fingers, taking names, not taking responsibility. That is how all this happened. This is the only way to bring it all together to say Okay, this is what takes priority. If there's an event that has happened, what is its correlation to the other downstream systems, devices, components and user applications. And it subsequently, you know, like isolating into the right cause where you can most effectively resolve that problem. Certainly, I would say on demand virtualized resource virtualized resource is the heart and soul of the spirit of status that you can have them on them up so you can automate the allocation of these. Resource is based on, you know, customers consumption, their peaks, their crimes. All of that comes in. You see Hey, typically on a Wednesday, their traffic goes up significantly from this particular application. You know, going to this particular data center, you could have this automated this AI ops, which is just providing those resource, is, you know, on demand and tell us to have a much better commercial engagement with customers and just a much better service assurance model. And then one more thing on top of that, which is very critical, is that, as I was saying, giving that intelligence to the network to start having context of the criticality of a transaction that doesn't exist to it. You can't have that because for that you need to have this, you know, multi layer data. You need to have multiple system which are monitoring and controlling different aspects of your overall and user application value chain to be communicating with each other. And, you know, that's that's the only way to sort of achieve that goal. And that only happens with AI off. It's not possible with them. You can paradise Comdex. >>So Guzman, you clearly articulated some obvious low hanging for use cases that organizations can go after. Let's talk now about some of the considerations you talked about the importance of the network in AI ops. The approach, I assume, needs to be modular support needs to be heterogeneous. Talk to us about some of those key considerations that you would recommend >>absolutely. So again, basically starting with the network. Because if there is, if the network sitting at the middle of all of this is not working, then things from communicate with each other, right? And the cloud doesn't work. Nothing. None of this person has hit the hardest all of this. But then subsequently, when you talk about machine to machine communication or i o T. Which is the biggest transformation to spend, every company is going priority now to drive those class efficiencies enhancements. We've got some experience. The integrity off the tab becomes paramount, right? The security integrity of that. How do you maintain integrity off your detail beyond just the secured network components that Trevor right? That's where you get into the whole arena Blockchain technology where you have these digital signatures or barcodes that machine then and then an intelligent system is automatically able to validate and verify the integrity of the data and the commands that are being executed by those and you determine. But I think the terminal. So I o. T machines, right, that is paramount. And if anybody is not keeping that into their equation, that in its own self, is any eye off system that is therefore maintaining the integrity off your commands and your quote that sits on those those machines Right. Second, you have your network. You need to have any off platform, which is able to rationalize all the fat network information, etcetera. And couple that with that. The integrity peace. Because for the management, ultimately, they need to have a co haven't view off the analytics, etcetera, etcetera. They need to. They need to know where the problems are again, right? So let's see if there's a problem with the integrity off the commands that are being executed by a machine. That's a much bigger problems than not being able to communicate with that machine. And the first thing because you'd rather not talk to the machine or haven't do anything if it's going to start doing the wrong thing, So I think that's where it's just very intuitive. It's natural. You have to have subsequently if you have some kind of say and let me use that use case Off Autonomous comes again. I think we're going to see in the next five years it's much water rates, etcetera. It will set for autonomous because it's much more efficient. It's much more space, etcetera, etcetera. So whether that equation you're gonna have systems which will be specialist in looking at aspects and Trump's actions related to those systems, for example, an autonomous moving vehicle's brakes are much more important than the Vipers, Right? So this kind of intelligence, there will be multiple systems who have to sit and nobody has to. One person has to go and on these systems, I think these systems should be open source enough that you are able to integrate them, right? If something sitting in the cloud you were able to integrate for that with obviously the regard off the security and integrity off their data, that has two covers from one system to the extremely. >>So I'm gonna borrow that integrity theme for a second as we go into our last question. And that is this kind of take a macro. Look at the overall business impact that AI ops can help customers make. I'm thinking of, you know, the integrity of teams aligning business and I t. Which we probably can't talk about enough. We're helping organizations really effectively measure KP eyes that deliver that digital experience that all of us demanding consumers expect. What's the overall impact? What would you say in separation? >>So I think the overall impact is a lot. Of course, that customers and businesses give me term got prior to the term enterprises defense was inevitable. There's something that for the first time will come to light. And it's something that is going to, you know, start driving cost efficiencies and consciousness and awareness within their own business, which is obviously going to have, you know, abdominal kind of an effect. So what example being that, you know, you have a problem? Isolation? I talked about network security, this multilayered architectural which enables this new world of five g um, at the heart of all of it. It is to identify the problem to the source, right? Not be bogged down by 15 different things that are going wrong. What is causing those 15 things to go wrong, right that speed to isolation and its own self can make millions and millions off dollars to organizations every organization. Next one is obviously overall impacted customer experience. The five g waas. You can have your customers expecting experiences from you, even if you're not expecting to deliver them in 2021 2022. You'll have customers asking for those experiences or walking away if you do not provide those experiences. So for it's almost like a business can do nothing. Every year they don't have to reinvest if they just want to die on the wine. Businesses want to remain relevant. Businesses want to adopt the latest and greatest in technology, which enables them to, you know, have that superiority and continue it. So from that perspective that continue ity, we're ready that there are intelligence system sitting, rationalizing information and making this in supervised by people, of course, who were previously making some of those here. >>That was a great summary because you're right, you know, with how demanding consumers are. We don't get what we want. Quickly we turn right, we go somewhere else, and we could find somebody that can meet those expectations. So it was spent Thanks for doing a great job of clarifying the impact and the value that AI ops can bring to organizations. That sounds really now is we're in this even higher demand for digital products and services, which is not going away. It's probably going to only increase. It's table stakes for any organization. Thank you so much for joining me today and giving us your thoughts. >>Pleasure. Thank you. >>We'll be right back with our next segment.

Published Date : Nov 23 2020

SUMMARY :

AI ops Virtual Forum Brought to you by Broadcom Welcome With the year of massive challenges, I wanted to get your take on the challenges that organizations This pandemic has taught a school of that and brought this to the forefront off organizational You can't just have everybody you know, Go on the internet and access the data source. that. It has brought that down to two quarters where we had to execute them. and a lot of the realities that many of our viewers air facing. How is all of that going to work? What are in some of the examples that you gave? you know, very comprehensive medicines. You know, going to this particular data center, you could have this automated this AI ops, Let's talk now about some of the considerations you talked about the importance You have to have subsequently if you have some kind of say and let me use I'm thinking of, you know, the integrity of teams aligning business and I t. There's something that for the first time will come to light. Thank you so much for joining me today and giving us your thoughts. Thank you.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
LondonLOCATION

0.99+

VerizonORGANIZATION

0.99+

Lisa MartinPERSON

0.99+

TrumpPERSON

0.99+

KenyaLOCATION

0.99+

50 banksQUANTITY

0.99+

Usman NasirPERSON

0.99+

New YorkLOCATION

0.99+

millionsQUANTITY

0.99+

15 thingsQUANTITY

0.99+

$50QUANTITY

0.99+

three yearsQUANTITY

0.99+

SecondQUANTITY

0.99+

one bankQUANTITY

0.99+

GuzmanPERSON

0.99+

2020DATE

0.99+

twoQUANTITY

0.99+

BroadcomORGANIZATION

0.99+

one deviceQUANTITY

0.99+

Usman NaseerPERSON

0.99+

first windQUANTITY

0.99+

first timeQUANTITY

0.99+

todayDATE

0.98+

15 different thingsQUANTITY

0.98+

one systemQUANTITY

0.98+

10QUANTITY

0.98+

TrevorPERSON

0.97+

two quartersQUANTITY

0.96+

pandemicEVENT

0.95+

first thingQUANTITY

0.94+

RisenORGANIZATION

0.94+

WednesdayDATE

0.93+

2021 2022DATE

0.93+

million microsecondQUANTITY

0.9+

One personQUANTITY

0.87+

five gORGANIZATION

0.87+

Five gORGANIZATION

0.86+

ComdexORGANIZATION

0.86+

one formQUANTITY

0.85+

VipersORGANIZATION

0.82+

next five yearsDATE

0.82+

oneQUANTITY

0.81+

GodPERSON

0.79+

thousands offQUANTITY

0.79+

this yearDATE

0.79+

millions offQUANTITY

0.78+

secondQUANTITY

0.74+

one more thingQUANTITY

0.71+

threeQUANTITY

0.64+

AIOps Virtual ForumEVENT

0.61+

NextQUANTITY

0.55+

ZaveriORGANIZATION

0.5+

XiaORGANIZATION

0.45+

gORGANIZATION

0.37+

Amol Phadke, Accenture & Greg Sly, Verizon | Accenture Executive Summit at AWS reInvent 2019


 

>>Bach from Las Vegas. It's the Q covered AWS executive summit brought to you by extension. >>Welcome back everyone to the cubes live coverage of the Excenture executive summit here at AWS. Reinvent from Las Vegas, Nevada. I'm your host, Rebecca Knight. We are joined by two guests for this segment. We have Greg sly, he is the SVP platform and infrastructure at Verizon. Thank you so much for coming on Greg. Thank you. Happy to be here and almost sad. K he is the managing director, Accenture global network services. Thank you so much. I'm all so Greg, I want to start with you wanting, everyone knows Verizon, it's a household brand. Tell our viewers a little bit just about how big you are, what countries you're in your reach. >>Okay. Well we're a global company. There's about 135 ish thousand employees in the company. The brands and they're, you know, they include Yahoo and AOL and HuffPost and riot and others. So we have a much more global reach with some of those brands overseas for is obviously very well known in the U S and overseas as well. And that's really where our big plays are. Now. We're big in Asia as well with our eCommerce sites and stuff. So it's, it's, it's global and it's everywhere. So, >>so give our viewers an overview of this current state of where you are in your journey to the cloud, the cloud effication of Verizon. >>Sure. So the last probably two years we've really put a lot of focus into moving out of our data centers and into the cloud. We focused primarily on workloads that are right for the cloud because we as during this journey we went, there's obviously huge data lakes and huge amounts of data equipped over two exabytes of data. And trying to move that to the cloud is obviously takes some time. But a lot of our front end apps from anything from, you know, where your order, your phone or where you order services to, whether you're on Yahoo fantasy sports or on finance page, those, those things tend to work well in the cloud and they're built for the cloud for very bursty type workflows. So we spend a lot of time moving a lot of our applications plus all the new Greenfield applications up into the cloud. So we're, we're considerable way down the path now on that. We're now getting to the tail end with these kind of massive data sets on what's our next step for those. And that's what we're working on now. >>Um, well I want to bring you into this conversation a little. What, what are you seeing right now across cross industry, the current state of deployments? >>Yeah, so I mean, just building on what Greg said it's almost a third wave of cloudification that we see now. So you know that we had the desegregation of hardware and software and most operators started to go globally towards cloud and then they sort of had the second way, which was really the own private cloud infrastructures. And now because we are here, you can see clearly the amount of public cloud infrastructure that's starting to come in and become relevant to this deployment. So it's almost a third wave where I see a lot of our clients globally looking at hybrid cloud type models for. And >>that really accelerates that cloudification journey because now you see a lot of workloads moving to a hybrid cloud environment. Just by the size of the ecosystem of suppliers and partners that are involved. We give you a sense of how accelerated this has become. I mean, the last three years I've seen in this event doubling of the number of partners who are just moving their workloads, whether it's compute, storage network to a hybrid cloud in one. So that acceleration has started and we expect in the next two to three years this will become mainstream. That I'm always right. We're been down that exact same journey where we've, we've done a lot of things up into the cloud like in AWS now, but we've also done a private cloud which enabled us as more like a development or a on-prem tool that allowed us to build, learn, and take applications that were not really ready for the cloud, are native for the cloud, build them on prem, wherever, a little bit more freedom to do some things and then learn and then move them up to the public cloud. So we've been down that exact same journey. >>So I also want to ask about a buzzword here, five G five G the arrival of five G. what it means to your industry and whether or not being in the cloud is ness is a necessary prerequisite to really capture all the benefits. >>I'm going to start on me. Sure, go ahead. No, I was just saying if you look at 5g, the reason it's so fundamentally different from previous generations is because 5g opens up a bunch of use cases that traditional TG for genetics did not and the size and skin of those use cases including like billions of devices and having really cool use cases like gaming and health and automotive and robotics in 10 places a huge burden on an infrastructure, which means cloudification does become a massive requisite. The level of skill size devices, latency profiles is something you only get when you are on a cloud infrastructure. So Greg, I agree 100% and this is going to drive new innovation that we've never seen before as we obviously being Verizon. 5g is one of our big, big bats. Obviously. That's one of the things that Andy and Hans talked about yesterday at the announcement here at reinvent and where we're seeing now with clarification, it's, it's literally I think one of the cornerstones of how it's going to work because we're going to have to put so much out to the far edge and out into as close to the customers as we can. >>The only way you're going to do that is through the cloud and using the cloud services like outpost and other services to push that out close to the, to our customers. So 5g and cloud are synonymous. They're going to go hand in hand. It's the only way it's going to work. And when, if I just save one last thing on what Greg said, cloudification was happening anyways and it was a great efficiency driver for all organizations. Five G's almost come in and lit a match and said, here's a lot of revenue opportunities that you can get on top and that has just accelerated >>the whole thing with distribution of five G and cloud. So that that's going to happen. >>Yeah, I think we're really only seeing the beginning. It's so early on in 5g and the journey to the cloud that I think next year's reinvent and the year after that I think we're going to look back and say this was really just the very beginning of what we're learning, what this technology can do for the world. >>I want to ask about innovation and this is something that Andy Jassy talked about in his fireside chat this morning is how AWS maintains its startup mentality even though it is of course a enormous company. How does, how do you think about innovation and approach innovation at Verizon? How do you make sure you are continuing to experiment and push boundaries even though you are a large and complex organization yourself? >>It's a good question. That's something we are always pushing. I think it starts from the top with Hans, he's, he's made one of his key pillars of innovation, of what we have to drive, listening to our customers and building on what they need, but we've spent a lot of time on redefining how we work to adapt to the cloud. So the days of in the past of, you know, we'll do one release every quarter, it's now how many releases a day can you do? And the only way you can do that innovation through bucket testing, through AB testing is literally embracing the cloud and doing small tests here and there on stuff. So it's really now learning from the internet startups, trying to keep that startup mentality in a company the size that's 137,000 employees. But it's building that culture and I think Hans has been a great leader to really drive that, that different way of working. So, >>um, well we've seen a dizzying number of announcements from AWS, new products and new services that are coming out. What are, what is most caught your attention and how are you thinking about how to help clients capture the benefits of what AWS is offering? >>You know, the thing that struck me yesterday when I was looking at the keynote was this is probably the first time there is a recognition in the industry that it's an ecosystem play. And what I mean by that is a lot of the challenges that were seen in the last couple of years around getting 5g mainstream, getting all these things in the market was who does it, who supports them and this whole ecosystem and yesterday's announcement where you know Andy enhance and other carriers like water, phone and so on are coming in and saying, you know what? Let's do this together. Let's collaborate. To me that really hit the Mark because as you start building specific use cases to make this real for a consumer like us, you will see that an ecosystem plays the only way to make this a reality. And that's what really struck me. If you look at Waveland, if you look at local zones, all the announcements that were done yesterday, all of them require app development communities, escalates session partnerships. It requires hardware partnerships, services firms. It requires of omic Accenture to come in and do this secret sauce. So there's lot of things that have to >>be done there. And I believe that's what really caught my eye, that it's an ecosystem. Now you have the amount of collaboration going forward. Is going to be unprecedented because no one company is going to be able to do all of it. >>So how do we, you're both technology veterans. I mean you're just babes. You're, you're just teenagers of course. But thinking about how different it is today versus when you were just beginning your careers in terms of, I mean we have this idea of this cutthroat competitive world of technology, but as you said, there is, these companies need each other. I mean they're there, they're competing of course, but they also desperately need each other to make sure their business models are successful. So can you just describe this landscape for, for our viewers in terms of what you've seen as changes and whether or not these changes are for the good? >>Well, starting in the mainframe days, which is where I started and then kind of went wound, don't, you know, windows NT and the distributed compute, you're right, it was very do it ourselves. We're the only ones that could do it. You have to hide everything from all your competitors because we're providing a solution and nobody sees anybody else a secret sauce. And obviously protecting IP was key. Now we've seen open source take a much broader stroke across the canvas and we've also now everyone's got what are we best at and how do we use that rather than trying to be all things to everybody and building partnerships. So you're right, we have partnerships with company that we compete with, but we also have relationships. We need to work together to make this happen. So it is completely different from what it was 10 years ago, 20 years ago on how you're collaborating on one part of a company who should come. >>Competing is one area, but you're actually collaborating to build a product to go to market together at another one. So it's really interesting. I mean the market forces have changed dramatically. I mean, I remember when I was in my telecom operator days with BT, we used to as great selling or love technology, we used to start in the labs and in the labs we use engineering was a sort of bread and butter. And then this focus on customer centricity in the last couple of years around so much choice, so much availability of solutions in the market. And as Greg said, the collaboration is a must do now. And that's why that focus changed for us. And I see now this customer centricity becoming so important that what does the end user really want? And then that comes with it and realization that says, okay, I am not able to provide this by myself, but I do know how to solve for it. >>And that's when you have to bring in others who can create a solution. You're absolutely right because you know, 10 years ago, 1520 years ago, technology was still so new. Most people weren't comfortable yet and really knew what it could do or what they wanted. And it was a room full of architects designing what it was going to be. Now it's a room full of customers telling you what they want and going out. So it's completely changed now where we'll build what the customer, what we think the customer needs. Now we're building what the customer tells us they want. So it's been a one 80 >>so Greg, I know before the cameras were rolling, you were talking about how you'd been to this conference years ago and now just the growth that it has experienced has really shocked your, your sphere system. Um, what kinds of conversations are you having? What are the messages that you're hearing, a particular letter that are particularly resonant to you right now? This idea of the fourth industrial revolution. Do you buy it? >>I absolutely buy it and it's not just drinking the Koolaid because I work at Verizon. It's actually seeing what's possible in health. What's possible in gaming, automotive industry. Like you were saying at the beginning, it's one thing that struck me in Pedder was through the conversation we were having of how many people I've met here and when I was walking through the expo downstairs I was like, Oh, we have a relationship with them now. We have relationship with them. There's like half the floor down there that we have some sort of relationship with that were other customer or a partner or providing services to that. It's, it's, it's changed where before you'd have a booth and you're like, how many people can we get over there? Now it's like how do we get a booth with our partners that we can talk about a common solution that we're providing back? >>So it's, it's been amazing from like it reinvent four or five years ago it was like one hotel was still pretty full up to like four or five hotels now with with 65,000 people or something. It's, it's amazing. But, but the conversations before too used to be, we can only talk if we go into a private room over here. It's now that there's so many people and so many conversations and they're like, Oh let me pull them all in. Let me pull Rebecca cause we're all talking about the same thing now. So it's become more open. There's still sure there's IP and things we have to protect and we all have our company strategies, but there's now there's so much collaboration, there's a lot more conversations going on now. I mean the focus will now move to how do we operationalize this industrial revolution because that's where a lot of engineering horsepower, a lot of scaling would have to happen in terms of, it would be great to launch health as a service or gaming as a service and all of these things. >>But you know when things go wrong, which Deville in the early years of adoption, somebody is going to have to take the call, somebody is going to have to manage the customers. Somebody who's going to have to, because that's where the test would happen in terms of okay this is going to stick and this is going to work. So to me the next two to three years of this event will be around how do I operationalize and scale what we've now started? Cause I think that's where the rubber is going to hit the road. And I think even at Accenture we see this with all our work. It's moving more and more towards how do I monetize the use cases, how do I now build on it? How do I implement at scale? So that's, that's really what I see happening >>coming up. We were, we're on, we're on the cusp of 2020 there's so many new emerging technologies and of course the old technologies which are still pretty new machine learning, AI, IOT. What are some of the exciting trends that you're looking at coming in next year and the next three to five years in terms of your business and an industry wide? Two ML? >>Well for me there's obviously the stuff that we're talking about with five G and waving, but one that really struck me at this conference was how we're going to be treating data differently or I should say storage of data differently. Where before it was like buy huge storage devices and you'd have petabytes and petabytes or exabytes of data in a data somewhere, data centers somewhere. It's now distributed out to the far edge. It's, it's going to be much more in the cloud, much more dispersed. Obviously that's going to bring challenges around, you know, with, with GDPR, with, with, you know, the, the California protection act, all of those that are coming as well of how we're going to deal with that. So absolutely the 5g and the announcements went on yesterday. But in my slice of the world, looking at how are we going to manage, transform, handle, distribute data and how we're going to protect user's privacy through all of that is really interesting. And I think a new field that we're, it's just changing so rapidly day to day >>and one that's really part of our national conversation too in terms of privacy and security. >>Well I think to me the key trend would be adjacencies. And what I mean by that is we've always been a little bit siloed traditionally in terms of, you know, there is a telco industry solution and then there is a mining solution and then there is a automotive solution, right? And the technology is blurring these lines. Now, you know, like as Greg said, I can have a intelligent 5g conversation with a gentleman, car manufacturing company that I wouldn't have dreamed of having a couple of years ago. So that trend is set to accelerate because 5g edge compute, all of these things are going to be more and more applicable to adjacent industries. And this is why I always believe the telecom sector has a pivotal role, almost a orchestrator role that says as these industries look for solutions we have those, we just haven't adapted and customized are social. That I think would be a big trend. I see other industries are going to cash in on what we've done. >>I'm all, Greg, thank you so much for coming on the cube. A really fascinating conversation. Oh, pleasure. I'm Rebecca Knight. Stay tuned for more of the cubes live coverage of the Accenture executive summit. Coming up in just a little bit.

Published Date : Dec 4 2019

SUMMARY :

executive summit brought to you by extension. I'm all so Greg, I want to start with you wanting, So we have a much more global reach with some of those so give our viewers an overview of this current state of where you are in your journey are right for the cloud because we as during this journey we went, there's obviously huge data lakes and huge What, what are you seeing right now across cross industry, And now because we are here, you can see clearly the amount of public cloud I mean, the last three years I've seen in this event doubling of the number of partners So I also want to ask about a buzzword here, five G five G the arrival of five G. what So Greg, I agree 100% and this is going to drive new Five G's almost come in and lit a match and said, here's a lot of revenue opportunities that you can So that that's going to happen. It's so early on in 5g and the journey to the cloud How does, how do you think about innovation and approach innovation at Verizon? And the only way you can do that innovation through bucket testing, through AB testing is literally help clients capture the benefits of what AWS is offering? by that is a lot of the challenges that were seen in the last couple of years around And I believe that's what really caught my eye, that it's an ecosystem. So can you just describe this landscape for, for our viewers in terms of don't, you know, windows NT and the distributed compute, you're right, it was very do And I see now this customer centricity becoming so important that what And that's when you have to bring in others who can create a solution. so Greg, I know before the cameras were rolling, you were talking about how you'd been to this conference years ago There's like half the floor down there that we have some sort of relationship with that were other customer or a partner I mean the focus will now move to how So to me the next two to three years of this event will be around how do I operationalize and scale and of course the old technologies which are still pretty new machine learning, AI, Obviously that's going to bring challenges around, you know, with, I see other industries are going to cash in on what we've done. I'm all, Greg, thank you so much for coming on the cube.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Rebecca KnightPERSON

0.99+

GregPERSON

0.99+

VerizonORGANIZATION

0.99+

Andy JassyPERSON

0.99+

AWSORGANIZATION

0.99+

fourQUANTITY

0.99+

AsiaLOCATION

0.99+

YahooORGANIZATION

0.99+

HansPERSON

0.99+

AOLORGANIZATION

0.99+

HuffPostORGANIZATION

0.99+

Las VegasLOCATION

0.99+

AccentureORGANIZATION

0.99+

10 placesQUANTITY

0.99+

RebeccaPERSON

0.99+

100%QUANTITY

0.99+

137,000 employeesQUANTITY

0.99+

yesterdayDATE

0.99+

two guestsQUANTITY

0.99+

65,000 peopleQUANTITY

0.99+

AndyPERSON

0.99+

Las Vegas, NevadaLOCATION

0.99+

California protection actTITLE

0.99+

next yearDATE

0.99+

GDPRTITLE

0.99+

1520 years agoDATE

0.99+

five hotelsQUANTITY

0.99+

Amol PhadkePERSON

0.99+

Greg SlyPERSON

0.98+

second wayQUANTITY

0.98+

10 years agoDATE

0.98+

BachPERSON

0.98+

riotORGANIZATION

0.98+

2020DATE

0.98+

one hotelQUANTITY

0.98+

oneQUANTITY

0.98+

bothQUANTITY

0.98+

U SLOCATION

0.97+

fourDATE

0.97+

first timeQUANTITY

0.97+

KPERSON

0.97+

todayDATE

0.97+

five yearsQUANTITY

0.97+

five years agoDATE

0.97+

one thingQUANTITY

0.96+

20 years agoDATE

0.96+

Accenture Executive SummitEVENT

0.95+

couple of years agoDATE

0.94+

AccentureEVENT

0.93+

billions of devicesQUANTITY

0.93+

three yearsQUANTITY

0.92+

third waveEVENT

0.91+

one areaQUANTITY

0.91+

five GCOMMERCIAL_ITEM

0.9+

windowsTITLE

0.9+

halfQUANTITY

0.89+

inkQUANTITY

0.89+

BTORGANIZATION

0.89+

Greg slyPERSON

0.88+

twoQUANTITY

0.86+

threeQUANTITY

0.85+

5gTITLE

0.85+

AWS reInvent 2019EVENT

0.85+

about 135 ish thousand employeesQUANTITY

0.84+

Steve Szabo, Verizon | AWS re:Invent 2019


 

>> Announcer: Live from Las Vegas, it's theCUBE, covering AWS re:Invent 2019, brought to you by Amazon Web Services and Intel along with its ecosystem partners. >> Welcome back to theCUBE, the leader in live tech coverage, live from AWS re:Invent 19 in Vegas. I am Lisa Martin with John Furrier and we're going to be taking something that was an exclusive from John's interview with Andy Jassy from a couple days ago, something that he told John. We're going to be talking about it here with Verizon. Please welcome Steve Szabo, Head of Global Products and Solutions IOT and 5G Edge. Welcome, Steve. >> Thank you, thanks for having me. This is an exciting day. >> It is an exciting day. So one of the things that Andy Jassy told John in that exclusive interview that went viral, if you haven't read it check it out, was that companies are going to want to eliminate network hops and find a way to have the compute in the storage much more local to the 5G network edge. Tell us, what did AWS and Verizon just unveil this morning? >> Yeah. So today it's all about Verizon's network in AWS cloud, right? So we've taken what they're calling Wavelength, their centralized cloud platform. We're moving it into Verizon's network, fully integrated. This is 18 months of engineering effort so this isn't something that you just wake up and you have access to. This is a lot of blood, sweat and tears that the companies have put in together to get this opportunity. What this does is it takes their cloud capabilities, it puts them on our network, fully integrated with the radio access layer so that customers will have access to everything that they were using from an AWS perspective but then also be able to leverage Verizon's network capability. So all the API's, the Eight Currencies that Hans talked about on stage today, giving developers and businesses alike the opportunity to leverage the best of those and go ahead and leverage the bandwidth, the latency type use cases and really transform the way that folks are thinking about leveraging the network. >> You know Steve, one of the things in the networking the computer industry, everyone always talks about trade-offs, hops on the network spectrum. I got a longer range or shorter throughput. 5G's got some pretty significant bandwidth up to 10G's >> Yeah. >> Gigs on that. That's phenomenal but the foot press is a little bit different. So that begs the question for high bandwidth needs whether it's gaming, immersive experiences, whatever, you got to bring the compute. This is the whole thesis of Amazon's shift. They're bringing Amazon to the Edge, you guys are providing it. What's different about the Verizon 5G that makes this a unique opportunities? Is it the throughput, is it the topology, is that the-- >> We'd like to think it's a little bit of everything, right? >> John: Tell us how it works. >> Yeah, I mean listen at the end of the day, we have 5G. It's opening up the Eight Currencies. When you factor in 5G Edge, that's when you really see the power of 5G and then when you layer on the AWS Wavelength stack, integrate it into the network, it just gives an opportunity for folks to take advantage of these Eight Currencies. A hundred feet behind me at our booth, we have Bethesda gaming and that was one of the things that we talked about. But if you think about it, they have an Orion gaming platform. They leverage AWS today, they want to reach out and have the ability to have their gaming platform stream to Verizon customers using mobile devices. If you think about the fact that you can almost take the console out of the home, folks are literally leveraging GPU/CPU intensive graphic and gaming streaming content and they're using a Bluetooth controller and they're doing it on a Verizon 5G device. I mean who would have thought that you'd be able to do that and you could see it and that's live in Chicago now, they're piloting it on our network. >> Talk about the partnership with Amazon. You mentioned it wasn't just an overnight thing. Multiple months in the making announced on a statutory wave length, was their product, that's the stack. It's essentially an outpost for Telco that's where I'm going. >> Steve: Yeah. >> There's some things in there but they still got to deploy it. What does that look like? How long have you guys been over at Amazon? And you shared some details on the relationship. Where is it located? Is it under, in your network close to the Edge? How close is it? Has it all all worked? >> Yeah. So we'll touch on what we can here but it's live in Chicago, so that's our first market. We'll take an approach to announce it similar to what we've done with our 5G city announcements which is we'll work with our partners. We'll talk internally and then we'll announce those, does it make sense into other markets and cities. Currently, the way that it works is that our SAP sites or our service access points, AWS will have their equipment. It'll be tightly integrated with our radio access network which is when you could see the benefits of the low latency and the computer are all kind of working together. The way for folks to procure that is they would go through. If you're an AWS customer today and you're getting storage and compute, you would be able to access that through AWS's portal environment. It'd just be labeled as Verizon 5G Edge capabilities. If you're buying bandwidth, if you need pro services help or other network service capabilities, you'd work with the Verizon just like you do today. It's a true partnership opportunity and it allows us to kind of work together and kind of head on this journey. >> So the key thing is here, Amazon console, access, click, provisioning? >> They're in, yeah. We did all the hard work and engineering between the two of us to make it as easy as possible for the developers and the businesses, quite honestly. We want what they're familiar with today both on our network and in the tools that they're using in the cloud to be the same experience that they have only just with the benefits of Wavelength and with Verizon. >> Any feedback you can share on the early returns or early engagements or early tinkering and playing around that you could share? >> You know, I would tell you that it's operating as we would expect it to and that's why I would encourage people to go over to our booth and see what's happening over there because when I say that it's live and it's working, it isn't a video, it isn't anything that folks are talking about. This is on our production network. Bethesda is actually gaming with it, leveraging AWS Wavelength and we've got other customers that are all working with it as well. >> And if they're not on here on site, can they go to the website? Is it online now or-- >> Yeah, you'll be able to see whether you go through Verizon's web experiences or AWS portal, it will redirect you either way to learn more. So if you want to learn more about the capabilities on Verizon's side, you'll punch into our site. If you want to go learn more about Wavelength, and what Amazon is doing, we'll punch it back to them. >> So let's talk about benefits. You gave a great example of somebody gaming and that they're accessing live streaming content from wherever they are from the Bluetooth device. So I can understand it from that perspective. But from a business perspective, business apps to business apps, what are some of the projected benefits that enterprises are going to see with that respect? >> Well, I think a couple of things. One, it's going to open up used cases for latency intensive so I brought up Bethseda for a reason. Their cloud gaming to actually stream DOOM which is the game that the demoing in our booth. They couldn't do it without the Edge, right? They would not have the real time gaming capabilities to actually work without it. When you start thinking about retail environments and getting into AR/VR, these immersive experiences to get customers to come into the four walls of your retail building, the ability to have application services that will reach out and engage with consumers for a variety of things whether that's helping them with their buying experience or just for the benefit of your business, gathering intensive sensory data and kind of getting into the AI NML of how your business is operating on a day to day basis, it opens up a variety of things. It's really an ecosystem which is what I think the power of this partnership is all about, right. We're bringing our customers in our network, combine that with AWS services and their developer community and I think you know it's a tool in the developer toolbox that whether you're a developer at a large enterprise, a small business, public sector, et cetera, it's something that you can use your imagination to go out and do something with and kind of test the balance of-- >> You think about the headroom available in terms of future proofing. You got optimization closer to the Edge Edge >> Steve: Yeah. >> You got inside the network capabilities to manage software, to manage resources kind of a new architecture. >> Steve: Yeah. >> A new way to think about resources allocation from bandwidth to compute to data. >> You bring up a great point because that's something you had mentioned earlier about the difference between what we've done versus cola or something like that and this is a full integration. So the ability to architect something that did not actually exist before. A Wavelength is new for AWS, our 5G Edge and our 5G network capabilities. Integrating that seamlessly so that the developer and the enterprise business can have access to that with having a minimal impact of their user experience is really important and then you figure on the layering of possibilities as they start getting more familiar with it. >> Andy Jassy mentioned on Steve with your chairman and CEO a comment. I don't know if it was just a preambling of the intro but he said Verizon, the leader in 5G. I'm sure he meant that. For the folks that aren't following the 5G situation, are you guys the leader and in what way are you leading compared to the others? How should consumers think about 5G? It's almost like this magic pixie that's almost a magic, wait a minute we can't have those speeds, some say hype. What is the reality of the 5G and why are you guys being called the leader? >> Yeah, well we were the first to market with 5G so by default, I think that makes us the leader. But we'll be in 30 cities by the end of the year. The fact that we're the first to have 5G Mobile Edge Computing capabilities, it's integrated with AWS Wavelength, that's to my knowledge not out there in the market yet today. The ability is the fact that we have this live in Chicago, we have customers using it, it's demonstrating real world views cases on a live production network. I mean we're excited about it, it's something we're proud of and it's something that we expect to watch grow and actually ID it with the customers in mind. >> Congratulations. >> Thank you. >> One of the things that Andy and John talked about, and with this whole not just the notion of transformation and there's a lot of talk about transformation today, but also the fact that businesses you know, the vast majority that are around today, if they're not already iterating and moving towards digitalization and modernization that there are a million companies probably doing the same thing or very similar that are going to be able to take them over. But that's a hard change for an legacy enterprise to be able to do. This new ecosystem that Verizon and AWS are building and delivering, what do you guys see together as its ability to be an enabler to transform businesses such that we don't see a business doesn't go by way of Toys R Us, for example? >> Yeah. Well, I think the fact that 5G and the Edge, it offers you to touch out and reach the customers in a way that you couldn't before for your business, that's one. Two, this is geared around 5G and Edge and that's when you really see the power of what we're doing between Verizon and AWS. But one thing that I'd like to highlight is wherever you're at on your digital transformation, some people are going to be starting from zero and some are going to be more advanced. I mean that's a reality of kind of the technology and business alike. We actually have solutions today. AWS has products today. They're already in the cloud. We have LTE capabilities and other network services capabilities, virtualized network, software-defined network capabilities. We can work with customers and help them kind of grow into where they want to be. We did not want somebody to feel like they're buying in and almost isolating themselves into a technology. What we're all about is helping them build the solution that's right for them at whatever point in the journey they're at and then helping them grow into where they can be with 5G and Edge compute. >> Yeah, and I think this is also instructive for the industry structures. You look at the landscape of everyone thinking about re platforming their business in the modern era. You guys have a great footprint, great leadership. Just the idea of this win-win, it makes you guys so much more powerful for future applications. I mean, I can almost see if the Edge is just becoming a very fertile ground for entrepreneurial activity, applications that you guys are going to be powering. I mean "Born on the Edge" might be the new phrase, not "Born in the cloud". >> It could be yeah. >> Born on the Edge. >> You can trademark that. (laughing) >> Now, we're excited. I mean listen, it could be anyone from two people in a garage developing something to developers at a small, medium or large business, taking advantage of use cases and things that might not been achievable. >> We'll go for it. >> Global education. >> Yeah. >> I mean it's endless opportunity there. >> There are opportunities in energy management sustainability we're very proud of. Education, health care, are going to be areas that we'll focus on so there's a lot of opportunity out there. We're at the forefront in our opinion at helping just jumpstart that ecosystem and we're excited about it. >> Congratulations. Really, really great. >> I'll echo that, congratulations and thank you for sharing with John and me more detail about AWS and Verizon, this new ecosystem that opens up tremendous amount of opportunity. We appreciate your time, Steve. >> Thank you. >> Thank you very much for the time and we're excited, it's a big day. >> It is a big day. >> Big announcement. >> For Steve and John Furrier, I'm Lisa Martin and you're watching theCUBE from re:Invent 19 from Vegas. Thanks for watching. (upbeat music)

Published Date : Dec 4 2019

SUMMARY :

brought to you by Amazon Web Services and Intel We're going to be talking about it here with Verizon. This is an exciting day. So one of the things that Andy Jassy told John and go ahead and leverage the bandwidth, You know Steve, one of the things in the networking So that begs the question for high bandwidth needs and have the ability to have their gaming platform stream Talk about the partnership with Amazon. And you shared some details on the relationship. and kind of head on this journey. and in the tools that they're using in the cloud and that's why I would encourage people about the capabilities on Verizon's side, that enterprises are going to see with that respect? and kind of getting into the AI NML You got optimization closer to the Edge Edge You got inside the network capabilities from bandwidth to compute to data. So the ability to architect something and in what way are you leading compared to the others? and it's something that we expect to watch grow but also the fact that businesses you know, and that's when you really see the power I mean "Born on the Edge" might be the new phrase, You can trademark that. and things that might not been achievable. We're at the forefront in our opinion Really, really great. and thank you for sharing with John and me for the time and you're watching theCUBE from re:Invent 19 from Vegas.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
StevePERSON

0.99+

Andy JassyPERSON

0.99+

Lisa MartinPERSON

0.99+

AndyPERSON

0.99+

JohnPERSON

0.99+

AWSORGANIZATION

0.99+

ChicagoLOCATION

0.99+

Steve SzaboPERSON

0.99+

AmazonORGANIZATION

0.99+

TelcoORGANIZATION

0.99+

Amazon Web ServicesORGANIZATION

0.99+

VerizonORGANIZATION

0.99+

John FurrierPERSON

0.99+

Toys R UsORGANIZATION

0.99+

18 monthsQUANTITY

0.99+

BethesdaORGANIZATION

0.99+

30 citiesQUANTITY

0.99+

Eight CurrenciesQUANTITY

0.99+

HansPERSON

0.99+

two peopleQUANTITY

0.99+

twoQUANTITY

0.99+

5G EdgeORGANIZATION

0.99+

IntelORGANIZATION

0.99+

Las VegasLOCATION

0.99+

OneQUANTITY

0.99+

todayDATE

0.99+

TwoQUANTITY

0.99+

firstQUANTITY

0.98+

BethsedaORGANIZATION

0.98+

oneQUANTITY

0.98+

VegasLOCATION

0.98+

IOTORGANIZATION

0.98+

bothQUANTITY

0.98+

5GORGANIZATION

0.97+

one thingQUANTITY

0.97+

first marketQUANTITY

0.97+

zeroQUANTITY

0.96+

John Morello, Twistlock & Nanda Kumar, Verizon Global Technology Services | KubeCon 2018


 

>> It's been great. >> Robert Herjavec. >> I mean, you guys are excited where you are, no? >> Dancing with the Stars, of course. >> His CUBE alumni. (techno music) Live from Seattle, Washington, it's theCUBE covering KubeCon and CloudNativeCon North America 2018 brought to you by Red Hat, the Cloud Native Computing Foundation, and its ecosystem partners. (crowd talking) >> And welcome back to our live coverage here in Seattle for KubeCon and CloudNativeCon 2018. I'm John Furrier, Stu Miniman, here for three days of wall to wall coverage, 8,000 people up from 4,000 last year. Growing Kubernetes and the Cloud Native ecosystem around KubeCon. Next two guests, John Morello, CTO of Twistlock, hot start-up to the news. And Nanda Kumar, who's a Fellow Systems engineer at Verizon's Global Technology Service. Guys, welcome to theCUBE. >> Thank you. Thanks for having us. >> Congratulations on your news and Kelsey wearing your shirt on theCUBE earlier. (they laugh) >> Thanks for having us. >> So take a minute to explain what you guys do, your story, you guys got to lot of hot things happening. Take a minute to talk about the company's value-- >> Yeah, sure, so we've been around for about four years now or going on four years. We're kind of the first company in this space that's really focused on cloud native cybersecurity. So, the idea is not just to take the existing capabilities that you've had on traditional systems and kind of retrofit them onto this new platform. But really to leverage the way that the cloud native space works, to be able to do security in a different and hopefully a more effective way. Cloud native has this notion of immutability and being able to take the same artifact from development to staging to production. And that enables us to do things in a security fashion that you really haven't been able to do in the past. Like actually be able to enforce security controls at the very beginning of the life cycle of the app. To be able to ensure consistency in your compliance posture all the way through production. And then as we learn things at runtime, to be able to signal that knowledge back to the developer, so they can actually improve the security application in the beginning. We basically have a platform that gives you those capabilities, vulnerability management, compliance, runtime defense, and firewalling across VMs, containers, and serverless across any clouds you have. We're not specific to any one cloud provider-- >> Is like telemetry coming back to the developer in real time? >> Yeah, basically as an example, when you have an application that's deployed, in the old world you as the developer would give the app to an operator, they would deploy it, and maybe weeks later, somebody would scan it, and they'd say you've got these vulnerabilities and then they have to go back and tell somebody to go and fix them. There's a lot of time where you're exposed, there's a lot of cost with that operation. The way that we're able to do it for the vulnerability case is as the developer builds the application, every build they do, Twistlock can scan that and see the vulnerabilities and actually enforce that as a quality gate and say if you've got critical vulnerabilities, you have to fix 'em before you progress. And then as you take that application and move that into test and staging and production, we create this dynamic runtime model that describes basically an implicit allow list of what's normal behaviors. So you don't have to tell us that my web server normally runs in Gen X and listens on port 80, we learn that automatically. We create this reference model where you can understand what's normal and then we automatically prevent anomalies. So unlike that traditional world of security where you had to have a whole bunch of manual rules that try to blacklist every thing that was bad, (John Furrier laughs) we just say, we learn what's good and only allow that. >> It's predictive and prescriptive in one. >> Yeah, exactly. >> What's the role here with Kubernetes, how do you fit into the Kubernetes standardization, momentum? >> For us, we've kind of pre-dated the rise of Kubernetes in some ways, and really supported Kubernetes from the very beginning when the project became popular. Our platform is designed to work as a native cloud native app itself, so when you deploy Twistlock, you run the Twistlock console, our management service and API controller. All that's run just as a cloud native app. You deploy as a replication controller. When you deploy Twistlock defender, our agent effective error, containerized agents to all the nodes where you're writing compute jobs, you run that as a Damon set. So for us, not only do we protect the platform, but we just are a part of the platform. There's nothing abnormal that you have to do. You deploy it and manage it like you would any other Kubernetes application. >> All right, Nanda, let's pull you into the conversation here. >> Sure. Verizon, obviously most people know, explain what your group does, how cloud native fits into what you're doing. >> I'm part of the Global Technology Services organization. Verizon, as you probably know, is a mixed bag of different types of businesses brought together, wireless being the most prominent one that most of you know about it. But we also have other solutions, like our file solutions. And recently with our acquisition of Yahoo, which is gold, and so forth. Verizon is actually on a major transformation journey. Our transformation journey spans around a five year program. We are in year number three of this transformation and cloud native and cloud technology is a very foundational aspect for us as part of this transformation. I was just chatting with John earlier. Opportunity like this doesn't come that often because we are in a perfect intersection of where automation and Verizon is doing a cloud migration and then you have these cloud native technologies that have been made available. Where it's Kubernetes, container, and so forth. So that mesh of the opportunity to migrate. And as you migrate, you're taking advantage of these technologies, and modernizing your application stack is a big win. >> Okay, can you connect for us the intersection of what you were just talking about and 5G, which is you know, really going to be a huge impact on everything happening in telecommunications. >> Yeah, the whole idea about 5G for us is it's not just the next generation of technology. It's all about the human element ability of it. Basically it means we want to make sure that the technology is used to solve real human problems and the technology is capable of doing that. Be it whether it's a life science or be it in transportation and so forth. We really want to make sure that the technology is being used to solve real human problems and to enable the consumption of this technology. We won't take advantage of cloud native services to support it. >> Help boil it down for us because, just in general, you say even domestically, I think it's like 40% of the U.S. population doesn't have access to broadband. Those of us at the conference here understand that wireless isn't always reliable. 5G silver bullet, everybody's going to have infinite bandwidth everywhere, right? >> Absolutely. (Stu laughs) And that's the valued proposition of the technology that it brings to the table. I know the spread of the technology is going to vary depending upon the commercialization of the product, the solution, and so forth. But the reality is in the new world that we live in, it is not just one piece of technology that's going to make it. It's going to be a mesh of the new technologies like 5G with a combination of WiFi and so forth. All of this coming together. It all comes down to fundamentally what are the use cases or what type of solutions are you going to go after and how it's going to make sense. >> How has cloud native in this transformation changed how you guys make investments? Obviously, the security equation's paramount. Central to the that, lot of data. How is the investments and how you guys are building out changed? Obviously you're looking at re-imagining operations, security, et cetera et cetera. How's that going to shape for you guys-- >> One of the things that Nanda and I were talking about earlier that not because of cloud native but it's enabled by cloud native. I think you look at almost all organizations today, and to reuse that phrase that Andreessen quoted about softwaring the world. It really is a true thing. Unlike in the past where IT had been this cost center that most organizations sought to strangle out and reduce as much as possible, I think most, at least modern companies that will be successful in the future, realize that that's part of their competitive advantage. It's not just about providing an app because your competitor has an app, it's about providing a better experience so that you're driving more revenue, having a better relationship, a longer term deeper relationship with that customer. Like we were talking about, in his case, if they build kind of a minimal application or minimal experience for their customers, their customers may choose to go to AT&T or whomever else if they can feel like hey, it's easier for me to work with them. I get better data, I can use my systems more easily. If you have that inflection point where people are having to really invest in building better software, better industry specific software, you need those tools of mass innovation to do that. And that's what cloud native really is. It's about being able to take and innovate and iterate on those innovations much more rapidly than you've been able to do in the past. And so it's really this confluence of those two trends that make this space as big as it is. That's why we have so many people here at KubeCon. >> Oh, you go faster too. The investment in apps, your applications, faster. And your talking about your security solution replaces the old way of hey, is there a problem, we'll patch it. >> It also has to get away from that approach where people took in the past where security was always this friction. It was this impediment, you know, you wanted to deploy something and you had to go through the security review and create all this rules and it was a hassle and slowed things down. If that's your approach to security, you're going to be at a fundamental conflict to this new approach. >> I think you'll be out of business personally, I think that ship has sailed, that's dead. We see the breaches every day, you see on all the dark webs who've been harvesting all that. IoT though is a different kind of animal. How are you guys looking at the IoT equation because that's a good use case for cloud? You can push now compute to the edge, you don't have to move data around. Certainly you guys are in the telecom business, you know what that means, so latency matters. How are you looking at the edge, IoT, and where does security fit into that? >> In terms of IoT, I think as you mentioned, there are going to be use cases where IoT's going to be very critical. There are two paradigms to the concept of the mobile edge compute. One is for the IoT use cases, the other could be even for like AR/VR is a good example. You want the compute to be so fast where you want responses immediately based on the location you are and so forth. So that's a very important foundation that we're working on and making that a reality for our organization to come use it. And of course any solution that we provide, security needs to be baked into it, because that's going to be foundation for how to-- >> Back to your 5G point, that's great back haul too for those devices. That one at least. If they want to send data back or interface with the edge, and power and compute, you need power and connectivity. >> Yep, exactly, very true. >> What's next, I guess? If you look forward, where's this journey going? How does this partnership help solve things? >> I think the key to any successful transformation is you got to take into consideration your current landscape. You certainly can have a broad vision of where the future is and so forth, but if you can't build the bridge between where we are and where we need to go, that's going to be a very challenging space so when you look at the cloud native technologies, we look at making it operational efficiency for us. In terms of how do we do our operations, like the earlier question we talked about, what is changing for us? Our operation's getting better. Our security portion is getting better because we're now shifting more of this to left. Which means as the workloads are being built and so forth. We're taking into consideration how it's going to run, where it's going to run and so forth. So that's going to create the savings and operational efficiency, which then allows us to take that and transform it into how do we focus on more modern technologies and modern solutions and so forth. >> Customer satisfaction. >> And customer satisfaction. >> Those are the top line business for every new model. >> So I got to ask, how is it going with Twistlock? Where's their role in your transformation? It's on the security side? >> Mm-hmm. >> Where do they play into your mix? >> So when we rolled out our solution for our Kubernetes platform, we certainly want to make sure that, to John's earlier point, where we can shift left and really look at security wholistically. And the only way you could do that is you need to capture the essence or integrate security as the project's being built. Because today we do have a security portion, but it's kind of where you have it during the development phase or during operations or doing it on time. You're not able to stitch it together. But with container and Kubernetes, you now have the advantage of really knowing what is end to end. And that is where our partnership with Twistlock has to be able to oversee that and provide that insight on what is running, where it's running, what levels exist, and how do we fix it. >> It kind of makes sense too. We've talked for years, the perimeter is dead. You guys are addressing security upfront at the application level where it's coding. This is working out for you guys well? >> Yep, and that's been a big shift in fact for why they've been successful with this transformation. Because we know have inside steward and everybody in the organization has a line off-site to what's going on, where things are running and so forth. It's been a great partnership. >> John, talk about this dynamic 'cause this is really kind of compelling because we've heard, "Oh, yeah, we're throwing everything "against the wall in security." And everyone always says, "Hey, the perimeter is dead "and you got to start with security in mind from day one." Well, I mean, what is day one? The minute you start coding, right? >> I get your overall point about the perimeter being dead. I would actually rephrase it a bit and say, "The perimeter being dissolved." And I think that's really a more probably accurate way to look at it. What used to be this very tightly defined like, we deploy things in this network or even VPC and it's got this control around it. Whereas a lot of customers today we see choosing an intentional multi-cloud strategy. They want to preserve the ability to have some leverage, not just with Amazon, but with Azure, or with Google, or whomever it may be on-premises. And when you have that model where you've got infrastructure and multiple regions, multiple different providers, you no longer have that very clean separation between what's yours and what's kind of out on the outside. And so one of the things that we really think is important is to be able to bring the perimeter to the application. So the way that we look at protecting the application is around the app itself, regardless of what the underlying compute platform is, the cloud, the region, it's really about protecting the app. You learn how those different microservices normally communicate with each other. You only allow that normal good communication unless you can really constrain a blast radius if you do have some kind of compromise in the future. And the minute you really try to mitigate that compromise is to again find those vulnerabilities as you develop the app, and prevent them in development before they ever get out to production. >> And that's a super smart approach, I love that. I think it's a winner, congratulations. Final question, what's the prediction for multi-cloud in 2019? Since you brought it up, multi-cloud seems to be the hot thing. What's your prediction 2019? It becomes a conversation? It becomes practice? >> I would say at this point, it already is practice in most organizations. And I would say that in 2019, you'll see that become something that's accepted not just as an option but as really the preferred, the better operational model. So you're able to choose technology platforms and operational approaches that are designed to work in a model in which you have multiple providers. Because you have a dependency layer that you can take now with Kubernetes and containers that's universal across those. Theoretically, you could have always taken a VM you put in ager and moved it to AWS, but it was really difficult and painful and hard to do that. If you do that well with Kubernetes, it's really pretty straightforward to deploy an application across multiple providers or multiple regions of the same provider even. And I think you'll see that become a more real thing in 2019 because it gives you as a company, or you as a customer, more leverage to be able to choose the services and negotiate the rates that you want with your provider. >> And if you move security to the app level like you guys are doing, you take away all that extra work around how to send policy and make it dynamic. >> Exactly. Our customers may have one Twistlock environment that manages things in Azure and AWS and GCP and on-premises and that's fine because we care about protecting the app not the interlying infrastructure. >> You agree? >> Absolutely, I think that's going to be the case even from our perspective. You're always going to look for where is the best place around these workloads and in a cost-effective way and secure manner. And as long as you're a single-controlled plane that you can manage it, I think the multi-cloud is going to be the ideal-- >> Make it easier to operate, standard language for developers, lock in security at the front end. >> That's right. >> Good stuff. Guys thanks for coming out. >> Sure. >> Appreciate the insight. Smart commentary here on security, cloud native, Kubernetes, I'll break it down here on theCUBE. I'm John Furrier, Stu Miniman, stay with us. More day one coverage of three days of live coverage here in Seattle for KubeCon and CloudNativeCon. We'll be right back. (upbeat music)

Published Date : Dec 12 2018

SUMMARY :

America 2018 brought to you Growing Kubernetes and the Cloud Native Thanks for having us. and Kelsey wearing your what you guys do, your story, So, the idea is not just to give the app to an operator, It's predictive and that you have to do. into the conversation here. explain what your group So that mesh of the and 5G, which is you know, make sure that the technology of the U.S. population doesn't that it brings to the table. How's that going to shape for you guys-- Unlike in the past where IT the old way of hey, is there It was this impediment, you You can push now compute to the edge, be so fast where you want and power and compute, you So that's going to create the savings Those are the top line And the only way you could do This is working out for you guys well? in the organization has a line "and you got to start with And the minute you really try to be the hot thing. and negotiate the rates that you want to the app level like you guys about protecting the app not that's going to be the case Make it easier to Appreciate the insight.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
VerizonORGANIZATION

0.99+

JohnPERSON

0.99+

Nanda KumarPERSON

0.99+

Stu MinimanPERSON

0.99+

John MorelloPERSON

0.99+

Robert HerjavecPERSON

0.99+

YahooORGANIZATION

0.99+

John FurrierPERSON

0.99+

2019DATE

0.99+

AT&TORGANIZATION

0.99+

Cloud Native Computing FoundationORGANIZATION

0.99+

SeattleLOCATION

0.99+

AmazonORGANIZATION

0.99+

AndreessenPERSON

0.99+

KelseyPERSON

0.99+

NandaPERSON

0.99+

TwistlockPERSON

0.99+

Red HatORGANIZATION

0.99+

John MorelloPERSON

0.99+

40%QUANTITY

0.99+

AWSORGANIZATION

0.99+

four yearsQUANTITY

0.99+

KubeConEVENT

0.99+

Verizon Global Technology ServicesORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

4,000QUANTITY

0.99+

CUBEORGANIZATION

0.99+

three daysQUANTITY

0.99+

TwistlockORGANIZATION

0.99+

CloudNativeConEVENT

0.99+

8,000 peopleQUANTITY

0.98+

last yearDATE

0.98+

two trendsQUANTITY

0.98+

two paradigmsQUANTITY

0.98+

TwistlockTITLE

0.98+

two guestsQUANTITY

0.98+

todayDATE

0.98+

Seattle, WashingtonLOCATION

0.98+

one pieceQUANTITY

0.98+

OneQUANTITY

0.98+

CloudNativeCon North America 2018EVENT

0.98+

Cloud NativeORGANIZATION

0.97+

CloudNativeCon 2018EVENT

0.97+

KubernetesTITLE

0.96+

Dancing with the StarsTITLE

0.96+

oneQUANTITY

0.95+

singleQUANTITY

0.94+

weeks laterDATE

0.93+

about four yearsQUANTITY

0.92+

Global Technology ServicesORGANIZATION

0.89+

KubeCon 2018EVENT

0.89+

Global Technology ServiceORGANIZATION

0.88+

CTOPERSON

0.87+

first companyQUANTITY

0.86+

U.S.LOCATION

0.86+

year number threeQUANTITY

0.84+

day oneQUANTITY

0.8+

five yearQUANTITY

0.77+

More day oneQUANTITY

0.76+

yearsQUANTITY

0.73+

AzureTITLE

0.63+

Gen XOTHER

0.63+

Annette Rippert, Accenture & Mahmoud El-Assir, Verizon | AWS Executive Summit 2018


 

>> Live from Las Vegas. It's theCUBE. Covering the AWS Accenture Executive Summit. Brought to you by Accenture. >> Welcome back, everyone to theCUBE's live coverage of the AWS Executive Summit here in Las Vegas. I'm your host, Rebecca Knight. We have today, Mahmoud El Assir, he is the CTO and Senior Vice President of Global Technology Services at Verizon. And Annette Rippert, Senior Managing Director, Accenture Technology, North America. Thank you so much for coming on theCUBE. >> Great to be here. >> Thanks for having us. >> So we are talking today about Verizon's migration to the cloud, but Verizon is a company that many people have familiarity with, Mahmoud. Just lay out a few facts and figures for our viewers here. >> Sure, I'll say Verizon is Fortune 16 company. Last year we made $126 billion dollars from our, kind of, loyal customers. We are, today we deployed, we were the first people to deploy 5G. And we have 98% coverage in U.S., so we are America's fastest and most reliable wireless service. >> So it's a company that touches so many of our lives. >> Yup. >> Earlier this year, Verizon selected AWS as its preferred cloud provider. What was, one, what was the impetus for moving to the cloud? And two why AWS? >> Yeah, that's a great question. But I'd like to zoom out a little but more and talk about what is Verizon? What's our mission and how kind of tackling it? So when you think about Verizon, our mission is to deliver the promise of the digital world, right? Enable, deploy 5G and enable the 4th Industrial Revolution. And as part of this, it's all about empowering humans to do more, right? And in global technology solutions our winning aspiration is to develop products and services that our customers and employees love. And then we, and also to be the destination for world class technology talent. And be the investment innovation center for the company. So when it comes to digital transformation we look at the enables and where we want to invest our energy and how do you want to leverage the right partners. So the heart of our technology transformation is the public cloud. When you think about what the public cloud, it's like where you want us. It will allow us to spend more of our energy building solutions and for our customers. And creating value for our customers. Also public cloud will allow us, and or business, to experiment faster, better and cheaper. In technology our focus is to always save on efficiency, speed and innovation. So that is our kind of model and at the heart of this, public cloud is a key kind of element for our journey. >> Well I want to get into that journey a little bit more, but Annette, I want to bring you into the conversation here. So, Verizon is one of the leading communications companies that is migrating to the cloud at this scale. >> Yes. >> What are some of the lessons, as you have helped and observed and also helped this partnership grow, what are some of the key takeaways that you would say? >> Well, I think there is a couple you know, if you take a look at some of the lessons that our clients learn. You know when at Accenture we go into the market really helping our clients think about how do we leverage technology for achieving business outcomes. You just talked about some extraordinary business outcomes that you're looking to achieve and you'll do that through a variety of things, including leveraging technology. And so, just like that we encourage our clients to be thinking about what is the business innovation? What is the outcome? The disruption that we're looking to achieve through leveraging technologies like AWS, right? I think secondly, if you think a little bit about the importance in that journey of communicating that vision. Of what will it mean to be able to leverage that kind of technology? You just communicated a very strong vision. And that's so important to the change journey that many of these organizations go on. You know there is the importance of the investment strategy, but ultimately, the innovation that the organization itself the engineers within the organization are a part of delivering, you know, the kind of innovation that you'll be delivering is really, it will not only make such a big impact on those in your enterprise, delivering that. But, you know, to all of us who are consumers of your business strategy which will be fabulous. And I think, in the end, you know, one of the most exciting things, and it's really sitting Alexis, as we were talking a little bit about some of what Verizon is doing earlier in the day, one of the most important things is really thinking about how this provides an opportunity for the enterprise to change. So, you know, moving to be a much more agile enterprise, being able to respond to market changes, and certainly in the business that you're in, the market is changing everyday. And so by leveraging innovative products like AWS' platform, you know it really provides the opportunity to constantly leverage new technology in that environment. >> And that, as you said, the market is changing everyday and customers, they're demanding things and companies are providing customers with things they don't even know that they want until they have them in their hands. How, at a time when customer differentiation is such a key competitive advantage, how are you staying ahead of the game and making sure that you know you're sort of getting inside the heads of your customers? And then you're also delivering what they want and expect. >> Customers comes first at Verizon, right? So it's at the heart of our technology is also leveraging emerging technology. So cloud is one, scaling AIML is another one. One of the big programs we're doing is, how do you move personalization to one-on-one personalization? How do you make every customer feel they have their own network, our network. Like their own network that's personalized for their needs. There own experience, their own plans. Their own recognition. So that's key. So today when you think about most companies do segmentation or personalization at the cluster level. So one of the biggest things is we're shifting now from systems of engagement, and systems of records. We're inserting systems of insights. A system of insight allows to build the DNA for every customer and will allow us to personalize the customer experience for every customer at the customer level based on all the data, kind of, we know about them, from the data they use with us, and will allow us to personalize their experience at every touch point. >> So what, how would that look like? What will a personalized customer experience at Verizon look like in the future going forward? What are some of your goals and aspirations? >> Imagine you're like a, you've bought every iPhone, since iPhone one through like iPhone ten, right? >> I can imagine that. >> So you're an iPhone enthusiast, right? So, when you come up on our website recommend, like the iPhone, the next iPhone say, the next iPhone is up, the next iPhone red is up or so. So we know more about you and your history and we recommend right accessories, we recommend and so we tell you, hey this stuff is coming. So you feel we're watching out for you. You're like we know, we know you. We know you better than anybody. So at any touch point when you come to us we kind of tell you what's the next thing for you. And then even when you don't know we, like from a network kind of performance from everything we proactively, kind of cater for you. That's a big one. The other one, how do you, when you want to talk to us, how do you get leverage technology like Chatbots and conversationally AVRs and stuff. And make sure you feel you're like, we know you. If you have a different accent, we recognize the accent, then you say, hey do you want to speak in that language? >> (laughs) >> So imagine the power of doing that. Versus today you have to do, like you have Spanish AVR, you have to have a, or have a Spanish kind of call center. Imagine through a IML and Chatbots and stuff, you can recognize all the stuff and personalize the experience. Today at Verizon, we are known of our network superiority. And we have great customer experience but we want to be known also for our experience the same way we are known for our network. And we believe that at Verizon, there is always a higher gear. So we all aspire for the higher gear and aspire our customers to feel they have a Verizon for every customer. >> So this, that's from the customer experience. And as you said, the goal is to have the customer feel that the company empathizes with them and really gets them. What about the workforce changes? I mean Annette was talking about the importance of change management and the cultural shift that these kinds of transformations entail. Have you come up against any challenges at Verizon in terms of this migration? >> Sure I would say, at the heart of our kind of transformation, there are four main pillars. The first pillar is, enabling all these modern technologies. This is like cloud, Cloud Native, API, AI, ML. And especially go back to cloud, the time of enabling cloud was very important to get everybody on board at beginning of the journey. So one of our biggest thing is to get like the security team on board, as early in the process as possible, and make sure security team is a development team, not just a kind of a controls team. So having an engineering team on the security side is a big one to kind of automate all this kind of, all the security controls we need in the cloud so we have the right guardrails and have everything automated. Another thing, same thing like with the other teams. Get them on board in the journey have an advisory kind of board with the other team and security team and legal teams and everybody is onboarding on the journey. So that's I'd say key and pay lots of dividends investment upfront but pays lots of dividends so you can move faster. It's like more of a slow down to speed up. So that's a big one. The second one is, technology is one thing, but you need the culture. So you need to have sustainable momentum in this kind of movement. So the proxy we wanted to have is like have AWS certifications. Because you need 10% believers to have momentum. So our proxy to believers is AWS certifications. So we put a program in place we call it: Verizon Cloud Train. And that train basically is like a 12-week, six sprints, and we help our teams prepare for their certification. So last year we did more than a thousand, we have more than 1800 people probably right now certified with AWS. >> That is incredible. >> At the same time, we set up a dojo's, which are like emergent centers. So we have like 40, 50 seats in different cities and with like five six coaches. So if you are a team who wants to come in and move your application to the cloud, we help you do it. If you want to decompartmentalize your application to microservices we help you. If you want to do ABI's, we help you. So we helped you build deep expertise into these technologies we are doing. So that is like, transforming the teams, and up scaling, I would call it up scaling the talent, is key. Hiring great talent in key rolls is also key. The third pillar is changing the way we work from, what you call a project based, to outcome based. And this beyond agile. Agile is an enabler for this, but how do you change the model where everything is outcome based? Where you have the business and the technology team working together to move an outcome. If I want to increase my kind of video-on-demand revenue per customer, everybody making all the changes, experimenting, and making sure that's a need, is moving. It's not like I did my code, I delivered my, I did my testing, I deployed my app. It's what's a business and what's a customer kind of expectation. And fourth one is, how do you establish internal kind of communities and get out of a like the thiefdoms and stuff. And get a culture of kind of sharing and cheering for others. So we have like Dev Ops days internally within the company, bring in external, internal speakers. We have internal kind of intersourcing for some piece of code. So you have to fire on all cylinders I would say. And get as many kind of parties included as early in the process. And have also an objective to have everything as code. And it's a journey, so you have to always keep on exercising new muscles and more muscles and the more muscles you exercise, the faster you can go. >> So Mahmoud, Annette already shared with us her key learnings from your experience and your journey. What would you say, I mean you're hear at AWS reInvent, it's not your first rodeo, you've been to this conference many times before. When you're talking with other CTO's, CIO's and they're saying, hey, so how's it going for you? What's your advice for a company that is really just starting this, this process? >> Sure, I would say the movement to the public cloud is not just a cost play. I mean, cost needs to be, efficiency needs to be there, but that shouldn't be the primary kind of objective. The primary objective should be speed and innovation. At the same time, deliver a cost. Lots of people say, oh do I, is the same, you can't compare it same-for-same. Because it's different. On prem you can do like A, B testing. In the cloud you can do A to Z testing for much cheaper. You don't need everything you have on prem. You can experiment, so think about it as accelerating the speed of innovation. That's the key one. And I said it before, but I'll say it again. It's like all about having the right kind of, from like a security perspective, people will argue, oh public cloud is insecure? I would argue, public cloud can be more secure than on prem because you have all the tools to kind of automatically, kind of protect and detect and recover. And you have more tooling to allow you to be more secure. It's having the right kind of guardrails and the right controls, right automation and right teams. So it's, you have to build muscle across all these fronts. And have them as a front as possible. >> Great, and great note to end on. Thank you so much Mahmoud and Annette. >> Thank you. >> I appreciate it. >> Very good. >> Been really fun having you on the show. >> Thank you. >> Thank you for having us. >> We will have more >> Thanks, Ann. >> from theCUBE's live coverage of the AWS Executive Summit, coming up in just a little bit. (upbeat music)

Published Date : Nov 29 2018

SUMMARY :

Brought to you by Accenture. of the AWS Executive Summit here in Las Vegas. So we are talking today about Verizon's And we have 98% coverage in U.S., So it's a company that touches so many And two why AWS? and how do you want to leverage the right partners. but Annette, I want to bring you into the conversation here. And I think, in the end, you know, And that, as you said, the market is changing everyday So today when you think about most companies So we know more about you and your history the same way we are known for our network. And as you said, the goal is to have the customer So the proxy we wanted to have is and more muscles and the more muscles you exercise, What would you say, I mean you're hear at AWS reInvent, In the cloud you can do A to Z testing for much cheaper. Thank you so much Mahmoud and Annette. from theCUBE's live coverage of the AWS Executive Summit,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
VerizonORGANIZATION

0.99+

Annette RippertPERSON

0.99+

Rebecca KnightPERSON

0.99+

AnnettePERSON

0.99+

AWSORGANIZATION

0.99+

40QUANTITY

0.99+

Mahmoud El AssirPERSON

0.99+

Last yearDATE

0.99+

U.S.LOCATION

0.99+

MahmoudPERSON

0.99+

12-weekQUANTITY

0.99+

todayDATE

0.99+

last yearDATE

0.99+

Las VegasLOCATION

0.99+

50 seatsQUANTITY

0.99+

AccentureORGANIZATION

0.99+

10%QUANTITY

0.99+

AmericaLOCATION

0.99+

more than a thousandQUANTITY

0.99+

iPhone tenCOMMERCIAL_ITEM

0.99+

Accenture TechnologyORGANIZATION

0.99+

six sprintsQUANTITY

0.99+

AnnPERSON

0.99+

iPhoneCOMMERCIAL_ITEM

0.99+

TodayDATE

0.99+

iPhone redCOMMERCIAL_ITEM

0.99+

more than 1800 peopleQUANTITY

0.99+

first pillarQUANTITY

0.98+

twoQUANTITY

0.98+

$126 billion dollarsQUANTITY

0.98+

AWS'ORGANIZATION

0.98+

third pillarQUANTITY

0.98+

first peopleQUANTITY

0.98+

Mahmoud El-AssirPERSON

0.97+

SpanishOTHER

0.97+

secondlyQUANTITY

0.97+

fourth oneQUANTITY

0.97+

4th Industrial RevolutionEVENT

0.97+

five six coachesQUANTITY

0.97+

OneQUANTITY

0.97+

oneQUANTITY

0.96+

second oneQUANTITY

0.96+

AWS Executive SummitEVENT

0.96+

firstQUANTITY

0.96+

98% coverageQUANTITY

0.95+

Earlier this yearDATE

0.94+

one thingQUANTITY

0.93+

theCUBEORGANIZATION

0.91+

AWS Executive Summit 2018EVENT

0.9+

North AmericaLOCATION

0.88+

iPhone oneCOMMERCIAL_ITEM

0.87+

coupleQUANTITY

0.85+

Cloud TrainCOMMERCIAL_ITEM

0.85+

Accenture Executive SummitEVENT

0.82+

Seth Dobrin, IBM & Asim Tewary, Verizon | IBM CDO Summit Spring 2018


 

>> Narrator: Live from downtown San Francisco, it's The Cube, covering IBM chief data officer strategy summit 2018, brought to you by IBM. (playful music) >> Welcome back to the IBM chief data officer strategy summit in San Francisco. We're here at the Parc 55. My name is Dave Vellante, and you're watching The Cube, the leader in live tech coverage, #IBMCDO. Seth Dobrin is here. He's the chief data officer for IBM analytics. Seth, good to see you again. >> Good to see you again, Dave. >> Many time Cube alum; thanks for coming back on. Asim Tewary, Tewary? Tewary; sorry. >> Tewary, yes. >> Asim Tewary; I can't read my own writing. Head of data science and advanced analytics at Verizon, and from Jersey. Two east coast boys, three east coast boys. >> Three east coast boys. >> Yeah. >> Welcome, gentlemen. >> Thank you. >> Asim, you guys had a panel earlier today. Let's start with you. What's your role? I mean, we talked you're the defacto chief data officer at Verizon. >> Yes, I'm responsible for all the data ingestion platform, big data, and the data science for Verizon, for wireless, wire line, and enterprise businesses. >> It's a relatively new role at Verizon? You were saying previously you were CDO at a financial services organization. Common that a financial service organization would have a chief data officer. How did the role come about at Verizon? Are you Verizon's first CDO or-- >> I was actually brought in to really pull together the analytics and data across the enterprise, because there was a realization that data only creates value when you're able to get it from all the difference sources. We had separate teams in the past. My role was to bring it all together, to have a common platform, common data science team to drive revenue across the businesses. >> Seth, this is a big challenge, obviously. We heard Caitlyn this morning, talking about the organizational challenges. You got data in silos. Inderpal and your team are basically, I call it dog-fooding. You're drinking your own champagne. >> Champagne-ing, yeah. >> Yeah, okay, but you have a similar challenge. You have big company, complex, a lot of data silos coming. Yeah, I mean, IBM is really, think of it as five companies, right? Any one of them would be a fortune 500 company in and of themselves. Even within each of those, there were silos, and then Inderpal trying to bring them across, you know, the data from across all of them is really challenging. Honestly, the technology part, the bringing it together is the easy part. It's the cultural change that goes along with it that's really, really hard, to get people to think about it as IBM's or Verizon's data, and not their data. That's really how you start getting value from it. >> That's a cultural challenge you face is, "Okay, I've got my data; I don't want to share." How do you address that? >> Absolutely. Governance and ownership of data, having clear roles and responsibilities, ensuring there's this culture where people realize that data is an asset of the firm. It is not your data or my data; it is firm's data, and the value you create for the business is from that data. It is a transformation. It's changing the people culture aspect, so there's a lot of education. You know, you have to be an evangelist. You wear multiple hats to show people the value, why they should do. Obviously, I had an advantage because coming in, Verizon management was completely sold to the idea that the data has to be managed as an enterprise asset. Business was ready and willing to own data as an enterprise asset, and so it was relatively easier. However, it was a journey to try to get everyone on the same page in terms of ensuring that it wasn't the siloed mentality. This was a enterprise asset that we need to manage together. >> A lot of organizations tell me that, first of all, you got to have top-down buy-in. Clearly, you had that, but a lot of the times I hear that the C-suite says, "Okay, we're going to do this," but the middle management is sort of, they got to PNL, they've got to make their plan, and it takes them longer to catch up. Did you face that challenge, and how do you ... How were you addressing it? >> Absolutely. What we had to do was really make sure that we were not trying to boil the ocean, that we were trying to show the values. We found champions. For example, finance, you know, was a good champion for us, where we used the data and analytics to really actually launch some very critical initiatives for the firm, asset-backed securities. For the first time, Verizon launched ABS, and we actually enabled that. That created the momentum, if you will, as to, "Okay, there's value in this." That then created the opportunity for all the other business to jump on and start leveraging data. Then we all are willing to help and be part of the journey. >> Seth, before you joined IBM, obviously the company was embarking on this cognitive journey. You know, Watson, the evolution of Watson, the kind of betting a lot on cognitive, but internally you must have said, "Well, if we're going to market this externally, "we'd better become a cognitive enterprise." One of the questions that came up on the panel was, "What is a cognitive enterprise?" You guys, have you defined it? Love to ask Asim the same question. >> Yeah, so I mean, a cognitive enterprise is really about an enterprise that uses data and analytics, and cognition to run their business, right? You can't just jump to being a cognitive enterprise, right? It's a journey or a ladder, right? Where you got to get that foundation data in order. Then you've got to start even being able to do basic analytics. Then you can start doing things like machine learning, and deep learning, and then you can get into cognition. It's not a, just jump to the top of the ladder, because there's just a lot of work that's required to do it. You can do that within a business unit. The whole company doesn't need to get there, and in fact, you'll see within a company, different part of the company will be at different stages. Kind of to Asim's point about partnering with finance, and that's my experience both at IBM and before I joined. You find a partner that's going to be a champion for you. You make them immensely successful, and everyone else will follow because of shame, because they don't want to be out-competed by their peers. >> So, similar definition of a cognitive enterprise? >> Absolutely. In fact, what I would say is cognitive is a spectrum, right? Where most companies are at the low end of that spectrum where using data for decision-making, but those are reports, BI reports, and stuff like that. As you evolve to become smarter and more AI machine learning, that's when you get into predictive, where you're using the data to predict what might happen based on prior historical information. Then that evolution goes all the way to being prescriptive, where you're not only looking back and being able to predict, but you're actually able to recommend action that you want to take. Obviously, with the human involvement, because governance is an important aspect to all of this, right? Completely agree that the cognitive is really covering the spectrum of prescriptive, predictive, and using data for all your decision making. >> This actually gets into a good point, right? I mean, I think Asim has implemented some deep learning models at Verizon, but you really need to think about what's the right technology or the right, you know, the right use case for that. There's some use cases where descriptive analytics is the right answer, right? There's no reason to apply machine learning or deep learning. You just need to put that in front of someone. Then there are use cases where you do want deep learning, either because the problem is so complex, or because the accuracy needs to be there. I go into a lot of companies to talk to senior executives, and they're like, "We want to do deep learning." You ask them what the use case is, and you're like, "Really, that's rules," right? It gets back to Occam's razor, right? The simplest solution is always the answer, is always the best answer. Really understanding from your perspective, having done this at a couple of companies now, kind of when do you know when to use deep learning versus machine learning, versus just basic statistics? >> How about that? >> Yeah. >> How do you parse that? >> Absolutely. You know, like anything else, it's very important to understand what problem you're trying to solve. When you have a hammer, everything looks like a nail, and deep learning might be one of those hammers. What we do is make sure that any problem that requires explain-ability, interpret-ability, you cannot use deep learning, because you cannot explain when you're using deep learning. It's a multi-layered neural network algorithm. You can't really explain why the outcome was what it was. For that, you have to use more simpler algorithms, like decision tree, like regression, classification. By the way, 70 to 80% of the problem that you have in the company, can be solved by those algorithms. You don't always use deep learning, but deep learning is a great use case algorithm to use when you're solving complex problems. For example, when you're looking at doing friction analysis as to customer journey path analysis, that tends to be very noisy. You know, you have billions of data points that you have to go through for an algorithm. That is, you know, good for deep learning, so we're using that today, but you know, those are a narrow set of use cases where it is required, so it's important to understand what problem you're trying to solve and where you want to use deep learning. >> To use deep learning, you need a lot of label data, right? >> Yes. >> And that's-- >> A lot of what? Label data? >> Label data. So, and that's often a hurdle to companies using deep learning, even when they have a legitimate deep learning use cases. Just the massive amount of label data you need for that use case. >> As well as scale, right? >> Yeah. >> The whole idea is that when you have massive amounts of data with a lot of different variables, you need deep learning to be able to make that decision. That means you've got to have scale and real time capability within the platform, that has the elasticity and compute, to be able to crunch all that data. >> Yeah. >> Initially, when we started on this journey, our infrastructure was not able to handle that. You know, we had a lot of failures, and so obviously we had to enhance our infrastructure to-- >> You spoke to Samit Gupta and Ed earlier, about, you know, GPUs, and flash storage, and the need for those types of things to do these complex, you know, deep learning problems. We struggled with that even inside of IBM when we first started building this platform as, how do we get the best performance of ingesting the data, getting it labeled, and putting it into these models, these deep learning models, and some of the instance we use that. >> Yeah, my takeaway is that infrastructure for AI has to be flexible, you got to be great granularity. It's got to not only be elastic, but it's got to be, sometimes we call it plastic. It's got to sometimes retain its form. >> Yes. >> Right? Then when you bring in some new unknown workload, you've got to be able to adjust it without ripping down the entire infrastructure. You have to purpose built a whole next set of infrastructure, which is kind of how we built IT over the years. >> Exactly. >> I think, Dave, too, When you and I first spoke four or five years ago, it was all about commodity hardware, right? It was going to Hadoop ecosystem, minimizing, you know, getting onto commodity hardware, and now you're seeing a shift away from commodity hardware, in some instances, toward specialized hardware, because you need it for these use cases. So we're kind of making that. We shifted to one extreme, and now we're kind of shifting, and I think we're going to get to a good equilibrium where it's a balance of commodity and specialized hardware for big data, as much as I hate that word, and advanced analytics. >> Well, yeah, even your cloud guys, all the big cloud guys, they used to, you know, five, six years ago, say, "Oh, it's all commodity stuff," and now it's a lot of custom, because they're solving problems that you can't solve with a commodity. I want to ask you guys about this notion of digital business. To us, the difference between a business and a digital business is how you use data. As you become a digital business, which is essentially what you're doing with cognitive and AI, historically, you may have organized around, I don't know, your network, and certain you've got human skills that are involved, and your customers. I mean, IBM in your case, it's your products, your services, your portfolio, your clients. Increasingly, you're organizing around your data, aren't you? Which brings back to cultural change, but what about the data model? I presume you're trying to get to a data model where the customer service, and the sales, and the marketing aren't separate entities. I don't have to deal with them when I talk to Verizon. I deal with just Verizon, right? That's not easy when the data's all inside. How are you dealing with that challenge? >> Customer is at the center of the business model. Our motto and out goal is to provide the best products to the customers, but even more important, provide the best experience. It is all about the customer, agnostic of the channel, which channel the customer is interacting with. The customer, for the customer, it's one Verizon. The way we are organizing our data platform is, first of all, breaking all the silos. You know, we need to have data from all interactions with the customer, that is all digital, that's coming through, and creating one unified model, essentially, that essentially teaches all the journeys, and all the information about the customer, their events, their behavior, their propensities, and stuff like that. Then that information, using algorithms, like predictive, prescriptive, and all of that, make it available in all channels of engagement. Essentially, you have common intelligence that is made available across all channels. Whether the customer goes to point of sale in a retail store, or calls a call center, talks to a rep, or is on the digital channel, is the same intelligence driving the experience. Whether a customer is trying to buy a phone, or has an issue with a service related aspect of it, and that's the key, which is centralized intelligence from common data lake, and then deliver a seamless experience across all channels for that customer-- >> Independent of where I bought that phone, for example, right? >> Exactly. Maintaining the context is critical. If you went to the store and you know, you're looking for a phone, and you know, you didn't find what you're looking for, you want to do some research, if you go to the digital channel, you should be able to have a seamless experience where we should know that you went, that you're looking for the phone, or you called care and you asked the agent about something. Having that context be transferred across channel and be available, so the customer feels that we know who the customer is, and provide them with a good experience, is the key. >> We have limited time, but I want to talk about skills. It's hard to come by; we talked about that. It's number five on Inderpal's sort of, list of things you've got to do as a CDO. Sometimes you can do MNA, by the weather company. You've got a lot of skills, but that's not always so practical. How have you been dealing with the skills gap? >> Look, skill is hard to find, data scientists are hard to find. The way we are envisioning our talent management is two things we need to take care of. One, we need solid big data engineers, because having a solid platform that has real trans-streaming capability is very critical. Second, data scientists, it's hard to get. However, our plan is to really take the domain experts, who really understand the business, who understand the business process and the data, and give them the tools, automation tools for data science, that essentially, you know, will put it in a box for them, in terms of which algorithm to use, and enable them to create more value. While we will continue to hire specialized data scientists who are going to work on much more of the complex problems, the skill will come from empowering and enabling the domain experts with data science capabilities that automates choosing model development and algorithm development. >> Presumably grooming people in house, right? >> Grooming people in house, and I actually break it down a little more granular. I even say there's data engineers, there's machine learning engineers, there's optimization engineers, then there's data journalists. They're the ones that tell the story. I think we were talking earlier, Asim, about you know, it's not just PhDs, right? You're not just looking for PhDs to fill these rolls anymore. You're looking for people with masters degrees, and even in some cases, bachelors degrees. With IBM's new collar job initiative, we're even bringing on some, what we call P-TECH students, which are five year high school students, and we're building a data science program for them. We're building apprenticeships, which is, you know, you've had a couple years of college, building a data science program, and people look at me like I'm crazy when I say that, but the bulk of the work of a data science program, of executing data science, is not implementing machine learning models. It's engineering features, it's cleaning data. With basic Python skills, this is something that you can very easily teach these people to do, and then under the supervision of a principal data scientist or someone with a PhD or a masters degree, they can start learning how to implement models, but they can start contributing right away with just some basic Python skills. >> Then five, seven years in, they're-- >> Yeah. >> domain experts. All right, guys, got to jump, but thanks very much, Asim, for coming on and sharing your story. Seth, always a pleasure. >> Yeah, good to see you again, Dave. >> All right. >> Thank you, Dave. >> You're welcome. Keep it right there, buddy. >> Thanks. >> We'll be back with our next guest. This is The Cube, live from IBM CDO strategy summit in San Francisco. We'll be right back. (playful music) (phone dialing)

Published Date : May 1 2018

SUMMARY :

brought to you by IBM. Seth, good to see you again. Asim Tewary, Tewary? and from Jersey. the defacto chief data officer at Verizon. the data ingestion platform, You were saying previously you were CDO We had separate teams in the past. talking about the but you have a similar challenge. How do you address that? and the value you create for and it takes them longer to catch up. and be part of the journey. One of the questions that and cognition to run and being able to predict, or because the accuracy needs to be there. the problem that you have of label data you need when you have massive amounts of data and so obviously we had to and some of the instance we use that. has to be flexible, you got You have to purpose built because you need it for these use cases. and AI, historically, you Whether the customer goes to and be available, so the How have you been dealing and enable them to create more value. but the bulk of the work All right, guys, got to jump, Keep it right there, buddy. This is The Cube,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

DavidPERSON

0.99+

MichaelPERSON

0.99+

Marc LemirePERSON

0.99+

Chris O'BrienPERSON

0.99+

VerizonORGANIZATION

0.99+

HilaryPERSON

0.99+

MarkPERSON

0.99+

Dave VellantePERSON

0.99+

Ildiko VancsaPERSON

0.99+

JohnPERSON

0.99+

Alan CohenPERSON

0.99+

Lisa MartinPERSON

0.99+

John TroyerPERSON

0.99+

RajivPERSON

0.99+

EuropeLOCATION

0.99+

Stefan RennerPERSON

0.99+

IldikoPERSON

0.99+

Mark LohmeyerPERSON

0.99+

JJ DavisPERSON

0.99+

IBMORGANIZATION

0.99+

BethPERSON

0.99+

Jon BakkePERSON

0.99+

John FarrierPERSON

0.99+

BoeingORGANIZATION

0.99+

AWSORGANIZATION

0.99+

Dave NicholsonPERSON

0.99+

Cassandra GarberPERSON

0.99+

Peter McKayPERSON

0.99+

CiscoORGANIZATION

0.99+

Dave BrownPERSON

0.99+

Beth CohenPERSON

0.99+

Stu MinimanPERSON

0.99+

John WallsPERSON

0.99+

Seth DobrinPERSON

0.99+

SeattleLOCATION

0.99+

5QUANTITY

0.99+

Hal VarianPERSON

0.99+

JJPERSON

0.99+

Jen SaavedraPERSON

0.99+

Michael LoomisPERSON

0.99+

LisaPERSON

0.99+

JonPERSON

0.99+

Rajiv RamaswamiPERSON

0.99+

StefanPERSON

0.99+

Beth Cohen, Verizon - CloudNOW Awards 2017


 

(computer mouse clicking) >> Hi, Lisa Martin on the ground with The Cube at Google for the sixth annual CloudNOW Top Women in Cloud Awards and we're very excited to be joined by one of the award winners, Beth Cohen. You are with Verizon, congratulations on the award, Welcome to The Cube. >> Thank you, yes. >> So tell me what you do for Verizon. >> So what I do for Verizon is I come up with new products, and we've been focusing over the last few years on software defined networking, which is a brand new, cutting edge area that not only Verizon is new to but also the entire world is new to. So what we're doing is we're taking cloud concepts and applying them to network services and I'm actually involved, in addition to that, in a new initiative called edge computing. So there's going to be white paper coming out shortly on that and that all came out of my work at Verizon on the products, the software defined networking products I've been working on. >> Wow, so you are a pioneer. We'll get to more of that a little bit later but what are some of the things that excite you about being on the leading edge of software defined networking and edge computing? >> Well, what's really exciting to me is working with the customers and getting them excited about this new technology and how it's really changing the world. And they're all excited about it because they understand that the future is here and that they need to embrace it. >> So one of the things that I found was really interesting when I was doing some research on you is you've worked with several technology companies to help them change their product strategy direction, taking advantage of the cloud. So I mentioned the work pioneer earlier but you're clearly influential. How have you been able to work with companies of presumably diverse cultures to help them change direction? >> So that's an interesting question. The company has to be ready for it and some companies are not, actually. But the companies, fortunately I've had the opportunity to work with some companies that were ready for either whether they recognized, in one case, their market was disappearing, literally, as their customers were leaving and they didn't have any new customers and they recognized that they needed to take a new direction to survive. And what they did is they had some really unique, interesting technology around high availability and survivability, which is something that companies really need but theirs was a hardware based solution and what I helped them do is to really come up with a new way of looking at it that was a software based solution that they could apply to classrooms. >> Wow, so tell me about the influence there. What's that process like to show them, like you were saying, some of them, customers are drying up, obviously this is an impetus for change, what were some of the obstacles that you helped them identify and overcome to identify, "This is why we have to shift direction, "this is going to be much more beneficial?" >> So, they obviously were in great pain, as their balance sheet was drifting down but they had to realize that their skill sets, that they had some people that had some great skill sets but they had to really think differently about what they were doing. So one of the things I did is help them understand the new technologies that they were going to be adopting. So I did some training, worked out some training with them and gave them a two day training session on a cloud technology and what it was about and how it could apply to them. I also had to understand what they were doing and their secret sauce so that I could really extend that and say, "Okay, your job's not going to go away "but you really need to add some additional skills "to be successful in this new direction." >> What are some of the fears, technology fears, that you've heard as, not just an influencer helping companies to make the right directional changes, but also even at your current career at Verizon? What are some of the things that people are afraid of regarding technology that you can help them see, "Ah, it's not so bad?" (laughing) >> So, you know, Verizon's a telecom and telecom's, what I like to say to people is, "What we're selling is reliability, right, "so every time you make that cell phone call, "it goes through, right?" And Verizon prides itself on that and every time you have that connection, it works every time. Well, there's a lot of technology and a lot of operations and a lot of support services that go on behind the scenes to make that actually happen. And the general public's probably just not aware of that. But the people inside the company are very afraid to get away from, "Well, we've always done this and we have to continue doing "this because we do have that five nines reliability that we "have to deliver," and so it's very difficult to say, "Oh, well we'll do it differently now." So, there has to be a lot of education around, and gaining the trust that yes, this new technology can be used and can deliver those five nine reliability statistics and SLA's that you're used to delivering. >> Do you think it's more of a fear of maybe cultural change than it is actual technology? >> I'd say it's probably a combination of both. Verizon's a technology company so obviously we embrace technology and we have a lot of really smart people working for the company who love technology. But we also, we want to service our customers and we don't want to get that angry phone call about, "The network's down." So, there's kind of a combination to make sure that we deliver to our customers what they expect. >> Exactly. So I mentioned the word pioneer earlier, you have a really interesting career path that I think is very inspirational. In the last couple minutes that we have here, share with us about, how did you get from what you studied in school to being a leader in software defined networking at Verizon? >> Wow, so I studied architecture, as in building architecture, I went to Rhode Island School of Design, which is completely, totally opposite. Although, I do tell people, I learned a whole lot about creativity and critical thinking, which is very valuable skills to apply to being a pioneer because when you're in cutting edge, what I spend most of my time doing is connecting the dots and saying, "Oh, this technology can be applied here," or, "These two technologies can work together, "have you ever thought of that?" "Oh wow, never." (laughing) So that's why I end up spending my career being on the cutting edge of things. >> I love that. You bring up a great point that is, in a lot of fields, no matter what you study, there are great lessons to be learned from, for example, applying the creativity and technology, there's a great value there and so I think that's very inspiring to others who might be interested in different things and know that there's a lot of cross pollination. Last question-- >> I have one more comment about that. >> Oh, please go for it. >> There's no such thing as wasted time, everything I've done over the years has always ended up being a learning experience for me. I spent two years being a cook at a fancy French restaurant in Phillidelphia and that was a learning experience too. (laughing) >> And I love that and you're absolutely right, all these experiences build one on the other on the other and I agree with you that, and I hope a lot of people feel the same, that there isn't a waste of time, it's not a wrong step, it's something that you can learn from and they'll be a better person, a better worker, a better boss for it. >> And a mean cook. >> Exactly, I got to get some recipes from you. So last question, the CloudNOW Top Women in Cloud award, really quickly, how did you find out about that and what does this award mean to you? >> I'm very excited about it. I have to admit, it was a big surprise for me. Somebody nominated me and they sent me a note on LinkedIn and I had completely forgotten about it and then I get this email and so I was like just stunned so I'm very excited about it. >> And it seems, like I've said, I've used the word pioneer a number of times, and you're very inspiring and I'm sure that the people that bestowed the award are very thrilled to have you in the class as this is the sixth year. >> Yes. >> Well Beth, thank you so much for joining us on theCUBE and sharing your story and again, congratulations on the award. >> Thank you again. >> I'm Lisa Martin on the ground with The Cube at Google, thanks so much for watching. Bye for now. (upbeat music)

Published Date : Dec 8 2017

SUMMARY :

Hi, Lisa Martin on the ground with The Cube and applying them to network services about being on the leading edge of and that they need to embrace it. So one of the things that I found was really interesting that they could apply to classrooms. What's that process like to show them, I also had to understand what they were doing and a lot of support services that go on behind the scenes to make sure that we deliver to our customers So I mentioned the word pioneer earlier, being on the cutting edge of things. in a lot of fields, no matter what you study, everything I've done over the years has always ended up and I hope a lot of people feel the same, So last question, the CloudNOW Top Women in Cloud award, I have to admit, it was a big surprise for me. and I'm sure that the people that bestowed the award and again, congratulations on the award. I'm Lisa Martin on the ground with The Cube at Google,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
VerizonORGANIZATION

0.99+

PhillidelphiaLOCATION

0.99+

Lisa MartinPERSON

0.99+

Beth CohenPERSON

0.99+

two yearsQUANTITY

0.99+

two dayQUANTITY

0.99+

BethPERSON

0.99+

sixth yearQUANTITY

0.99+

GoogleORGANIZATION

0.99+

bothQUANTITY

0.99+

oneQUANTITY

0.98+

one caseQUANTITY

0.98+

Rhode Island School of DesignORGANIZATION

0.98+

five nine reliabilityQUANTITY

0.96+

LinkedInORGANIZATION

0.96+

CloudNOW Top Women in Cloud AwardsEVENT

0.95+

CloudNOW Awards 2017EVENT

0.87+

Verizon -EVENT

0.85+

Top Women in CloudTITLE

0.84+

one moreQUANTITY

0.83+

two technologiesQUANTITY

0.71+

yearsDATE

0.71+

five ninesQUANTITY

0.68+

sixthQUANTITY

0.64+

CloudNOWORGANIZATION

0.61+

thingsQUANTITY

0.59+

lastDATE

0.55+

FrenchOTHER

0.54+

CubeTITLE

0.44+

theCUBEORGANIZATION

0.44+

CubePERSON

0.4+

CubeORGANIZATION

0.25+

Chris Novak, Verizon | CyberConnect 2017


 

>> Announcer: Live from New York City. It's theCUBE. Covering CyberConnect 2017. Brought to you by Centrify, and the Institute for Critical Infrastructure Technology. >> Hey, welcome back everyone. Live here with Cube coverage in New York City, our favorite place to be when we've got all the action going on. CyberConnect 2017 is an inaugural event where industry, government comes together to solve the crisis of our generation. That's cybersecurity. I'm John Furrier, co-host theCube My partner Dave Vellante here. Our next guest is Chris Novak, VTRAC Global Director, Threat Research Advisory Center at Verizon. Welcome to theCube, great to have you. >> Thanks, pleasure to be here. >> So you do all the homework. You've got the forensic data. You're the one looks at the threats. You're the burning bush of cyber intelligence. What's happening? Tell us what's the threats? >> Everything. So, it's interesting because I always find what I do to be wildly exciting just because it's always changing, right? Everything we see. It's kind of' like being a cop. Ultimately you're investigating unknowns all the time, trying to figure out how they happen, why they happen, who they happen to, but more importantly than that, how do you get ahead of it to prevent being the next one, or prevent it happening to others? And that's really the thrust of what we're out to do. >> Talk about the challenges 'cause General Keith Alexander was on stage talking about how he compared it to an airline crashing, where they come in looking for the black box, and it's worse because you don't even know what happened, who was involved. >> Chris: That's right. >> The notion of anonymous, public domain software is causing all kinds of democratization, good and bad, bad being actors that we don't even know attacking us. What is the landscape of how you identify what's going on? >> Yeah, and it gets even more challenging than that because I like that analogy, and I'd say I'd almost take it one step further and say the analogy of the airline and looking for the black box. In many cases when we go in to do an investigation, we're just hoping that there was a black box to look at to begin with. In many cases, we get there and there was no information, and we're trying to take all the pieces and put it together of what's left. And ultimately what we see is, it keeps evolving, right? It keeps getting harder, and the threat actors keep getting better. What I always tell folks is, while many of us all have to play by a set of rules, or regulations, or compliance obligations, the threat actors don't have to do any of that. They're free to do whatever works for them, and repeat it over and over again, and, for them, it's a business. >> So Dave and I were talking earlier. I want to get your reaction to this. About the importance of Stuxnet. Ars Technica has a report coming out that certificate authorities were compromised well before Stuxnet. But Stuxnet is the Pearl Harbor, cyber Pearl Harbor, as a point in time. So much has happened since then. So from that kind of Pearl Harbor moment of the wakening of, oh my God, to today, what's the landscape look like? How important was the Stuxnet to that point in time now, and how has it evolved? What's changed? >> Sure, and I think a couple of key things that come out of that. One is, you start to see more and more attribution to government-related attacks. Some are actively sponsored and known. Some are, we're just diggin' through the details and the weeds to try and figure out who's actually behind it and attribution may never actually take place. >> Or it could not be real 'cause they want to blame their enemy so that they get attacked. >> Well, and that's the either beauty or downside of cyber is that you can conduct it in a vacuum, in an anonymous fashion. So, in many respects, you can conduct an attack remotely and try to give it all the hallmarks of someone else, making it further difficult to attribute it. >> And the tools are now available too, so like, I hear reports that states are sponsoring, or releasing in the public domain, awesome hacks, like Stuxnet of the future, which some say was released and then got out of control by accident. >> And that's always something you have to be concerned about is the fact that once this stuff gets out there, even if you only intended to use this malware or attack vector once. Once you use it on that victim, there is a potential that that spreads. >> But you guys have been doing this study for the last decade. >> Correct. >> So you've seen the shift from sort of hacktivist to nation-sponsored malware. What has the research shown you over the last decade as that shift has occurred? >> Yeah, it's interesting because you look at it and a lot of what we still see today are financially-motivated and interestingly enough, opportunistic, low-hanging fruit kind of attacks. About 70 to 80% fall in that category, and about 20 to 25, depending on the year, are nation state, but that keeps growing each year. And, I think a lot of it is. >> John: What the nation state piece? >> The nation state piece. But it's still the smaller piece of the pie or the graph, whatever you're looking at, because, at the end of the day >> It's cash. >> It's cash. >> They want the cash. >> And so much of what we find when you look back at the old days of breaches where the majority of them were, they weren't even really breaches of theft of data, it was someone. >> Confetti, graffiti. >> I should have actually asked that question differently because it's really went from hacktivist to criminals. >> Chris: Correct. >> To nation states and you're saying the dominant now is criminal activity. >> That's correct. Yeah, we find the large piece of it about more than half is organized crime. It comes down to, look, you can steal money in a variety of different ways. This is a way to do it safely from thousand miles away >> And no one knows who you are. >> on the other end of a keyboard. >> So it's annoyance. >> And by the way, no consequence. Who's going to? >> Virtually, yeah. >> What court do you go to? >> So its annoyance is the hacktivist. Okay, we can kind of' live with that. It's cash and it's threats to critical infrastructure. >> And we see kind of a graduation there where you see the activists realize, I can this and make a point, but a point doesn't necessarily make me money, or I can do this for an organized crime group and make millions of dollars. Hmmmm. >> And, by the way, to your point which we were just teasing out, Dave. There is zero downside, because if you get caught, what happens? >> Yeah. >> If you get caught. >> If you get caught, yeah. And then what happens if you get caught? >> There's no jurisdiction. >> You don't make money. >> No, no, there's no courts. >> It's very hard to prosecute. >> There's actually no process for that. >> So, we heard this morning that WannaCry and other examples of malware really weren't about malware. I mean, sorry, they really weren't about ransomware, they were about sending a message, or politics. So, you're obviously seeing more of that in your research. >> Chris: Exactly right. >> Fake news, and I wonder if you could comment. >> Absolutely, yeah. So, in fact, it was interesting because some of those had continued to come out. Everyone kept thinking that it was all ransomware, and then as we studied it further we found some of these, they never had the intention of collecting a ransom, or giving the data back. It was all about making a political point, and you now have this kind of injection of politics into something that was really, traditionally, just organized crime, smash and grab, make cash. Now politics is feeding into that, going, wait, we can affect and influence and all sorts of things in ways people have never imagined and people don't even know it's going on. >> So you must be seeing a dramatic improvement in the quality, hate to say this, but the quality of malware, over the last decade. Less bugs, less errors, >> More sophisticated. >> More insidious, sophisticated. >> That's exactly right >> Vectors. >> We do see that continuing to improve and for them, like I always tell folks, they operate it like a business. You'll have some of these groups where they'll have different divisions or departments. People will have clearly-defined roles and responsibilities of what they're supposed to be doing in generating that malware, troubleshooting it, and they'll even reward people for how well it works. >> Chris, I'd like to get your personal opinion. If you could put your Verizon hat on too, I will take any opinions that you have. How do we solve this? 'Cause this event here. We like this inaugural event because it's the first industry event that talks about the big picture, the holistic view, the 20-mile stare, if you want to' say it that way. Not the Black Hat, which has its own conference, and there should be more of that. This is industry coming together. Governments now intersecting here. What's your opinion on how this gets solved. We heard community, shared data, that's been going around. What do you think? >> So, that's probably the hardest question I get asked, and, honestly, I think it's because there's not really a simple answer to it, right? It's like saying, how do we stop crime? We don't. It's not going to be possible. It's a matter of, how do we put up better defenses? And also, important, how do we put up better detection, so that we can see things and, potentially, stop them sooner before they blow up into these big, multi-hundred-million record, or billion record breaches? So, one of the biggest things that I advocate is awareness. We also have to do things like pro-active threat hunting, right? If you're not out there. It's kind of like having security guards, right? You go through any office and you've got security guards walking the halls, sitting in the lobby, looking for things that are unusual. If we're not out there in the cyber realm looking for unusual things, you can't expect that you're going to see them until they've reached a certain blow-up point. >> Or are they cloaked? Completely cloaked. You can't see 'em. >> That's also true. >> Security guards are looking for someone they can't see. >> That's true. >> Chris, thanks so much for coming here and sharing the opinion. Follow the research. And your report's public, or? >> Yes, the reports are all available on the VerizonEnterprise.com website. >> Okay, VerizonEnterprise.com. Check it out. These reports are a treasure trove of information. Always getting it out. Thanks for your perspective. Lookin' for more trends. Chris Novak here inside theCube here in New York City's live coverage of CyberConnect 2017. I'm John with Dave Vallente. We're back with more coverage after this short break. (techno music)

Published Date : Nov 7 2017

SUMMARY :

and the Institute for Critical Infrastructure Technology. our favorite place to be You're the one looks at the threats. And that's really the thrust of what we're out to do. and it's worse because you don't even know what happened, What is the landscape of how you identify and say the analogy of the airline But Stuxnet is the Pearl Harbor, cyber Pearl Harbor, and the weeds to try and figure out who's actually behind it so that they get attacked. Well, and that's the either beauty or downside of cyber awesome hacks, like Stuxnet of the future, even if you only intended to use this malware But you guys have been doing What has the research shown you over the last decade and about 20 to 25, depending on the year, or the graph, whatever you're looking at, when you look back at the old days of breaches I should have actually asked that question differently the dominant now is criminal activity. you can steal money in a variety of different ways. And by the way, no consequence. and it's threats to critical infrastructure. and make millions of dollars. And, by the way, And then what happens if you get caught? and other examples of malware really weren't about malware. and you now have this kind of injection of politics in the quality, More insidious, We do see that continuing to improve the 20-mile stare, if you want to' say it that way. So, that's probably the hardest question I get asked, Or are they cloaked? and sharing the opinion. on the VerizonEnterprise.com website. Thanks for your perspective.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VallentePERSON

0.99+

Dave VellantePERSON

0.99+

ChrisPERSON

0.99+

DavePERSON

0.99+

Chris NovakPERSON

0.99+

CentrifyORGANIZATION

0.99+

JohnPERSON

0.99+

Institute for Critical Infrastructure TechnologyORGANIZATION

0.99+

John FurrierPERSON

0.99+

New York CityLOCATION

0.99+

VerizonORGANIZATION

0.99+

20-mileQUANTITY

0.99+

Ars TechnicaORGANIZATION

0.99+

millions of dollarsQUANTITY

0.99+

todayDATE

0.99+

Keith AlexanderPERSON

0.99+

Threat Research Advisory CenterORGANIZATION

0.98+

thousand milesQUANTITY

0.98+

each yearQUANTITY

0.97+

oneQUANTITY

0.96+

multi-hundred-millionQUANTITY

0.96+

CyberConnect 2017EVENT

0.95+

80%QUANTITY

0.94+

last decadeDATE

0.94+

OneQUANTITY

0.93+

VerizonEnterprise.comORGANIZATION

0.92+

GeneralPERSON

0.92+

zero downsideQUANTITY

0.92+

billion record breachesQUANTITY

0.89+

this morningDATE

0.89+

About 70QUANTITY

0.88+

about 20QUANTITY

0.87+

PearlEVENT

0.82+

25QUANTITY

0.81+

about more than halfQUANTITY

0.78+

VTRAC GlobalORGANIZATION

0.78+

first industry eventQUANTITY

0.77+

one stepQUANTITY

0.75+

Black HatORGANIZATION

0.67+

theCubeORGANIZATION

0.67+

lastDATE

0.66+

CubeORGANIZATION

0.66+

StuxnetTITLE

0.65+

onceQUANTITY

0.59+

WannaCryTITLE

0.59+

Pearl HarborEVENT

0.59+

StuxnetPERSON

0.58+

HarborLOCATION

0.58+

Pearl HarborLOCATION

0.57+

StuxnetORGANIZATION

0.54+

DirectorPERSON

0.51+

Anuj Dutia, Verizon | AWS Summit 2017


 

>> Announcer: Live, from Manhattan, it's the Cube, covering AWS Summit, New York City, 2017. Brought to you by Amazon Web Services. >> And you are watching the Cube. Along with Stu Miniman, I'm John Walls. We're at the Javits Center, here, Midtown Manhattan, for the AWS Summit. We're continuing our coverage here live on the Cube. We'll broadcast outlet of the silicon angle tv platform, and we're joined now by Anuj Dutia, who is Senior Manager of Product and New Business at Verizon. Anuj, it's good to see you today, sir. >> Thank you, thanks for having me. >> You bet, absolutely. Now, you have a partnership in the works with AWS. I know you had an announcement today, of sorts. Also, adding a little more flavor to that, I want you to tell us a little bit about that announcement, and the significance of that. >> Yeah, absolutely. We're really observing the industry's, our customers are the biggest, Fortune 500 customer's enterprises, they're moving their vote close to AWS. So, once they move their vote close to AWS, they want us to connect to their applications, our networks to connect to their applications in a seamless way. They want to make sure that the end user experience, the application experience, when the application's under AWS, is seamless. So, what we're trying to do is we're trying to make sure we instantiate the workshop appliances in AWS, so that we're able to give them internet connectivity. So, we have a service offer, which is across the platforms. You know, we have our private cloud, we have AWS, we have the end CPE devices. For our customers, they want to have hybrid environment. They want to make sure that they are able to connect with each of these business applications with the best user experience. So, that's what we are enabling them to do with this service. >> I'm wondering if you could help clarify for us, because those of us that have watched a while, I mean, I remember when Verizon bought Terremark recently, I know you're still working through some of the details, but people still come to me and say oh, you're talking to Verizon, I hear they're selling off all their data centers. So, of course, that's kind of the headlines when you dig in to what you were talking about, the hybrid solutions, lots of partners. What is the role of cloud in Verizon, and what are some of those important solutions you're putting together? >> Sure, so we have our own offering, you know, which is the hosted network services. It's an open stack, base back form that we have around the world, but we're not in the business of, we want the customers to be connected, so we're in the business of networks. So, if our customers are moving on to a public cloud, or a private cloud, or their own data centers, we want to enable them to have that internet connectivity, and make sure they're able to take advantage of the application that we're routing, as well as the transport diversity. You know, we have a product called Secure Cloud Interconnect, or Direct Connect in AWS terms, which is one of the transports that will be used their high priority applications, and internet for another one. So, basically, we want to make sure we are able to give them the advantage of the through transports, as well as enabling them to have the best experience. So, regardless of what deployment they have, to your question, we want to make sure we are their partners in enabling them to do that. >> Yeah, the open stack solution, I mean, that's really building NFV, so what you care about is delivering services to the end user, correct? >> Correct, correct. So, we do have a concept of white boxes, or genetic platforms on the CP side. So, if I'm an enterprise with 5000 stores, as an example. I want to deploy these lightweight white boxes around the country, and then haul all the traffic to my private data center, to AWS, to other cloud providers. We will be able to do that, and with this partnership, we will be able to get them closer to their applications within AWS, that's the whole plan of action. >> Yeah, all of the carriers, including Verizon, have lots of edge deployments, that's been one of the hottest topics. Does that fit in with what you're doing with Amazon? Maybe you can, you know, what does Edge mean to kind of your business unit, your customers? What's important there? >> Absolutely, absolutely. As far as Edge is concerned, right? There is a thick Edge, and there is a thin Edge. When you say a thick Edge, you want to have all the applications, network applications, routing, firewall, you name it, everything to be sitting in the Edge. If I'm a bank, I may need that, but if I'm a retailer, I may not. I may say, no, I want to have my security applications in the cloud. The cloud could be our private cloud, it could be customers' cloud, or it could be AWS. We will enable to connect those Edge devices, the thicker version, or thinner version, to each of these cloud locations, so that it's a seamless connectivity for the enterprises. So, our strength is in the virtualization, and in the network connectivity. But all focused on the network. That's our whole use case, and we want to make sure if a customer walks in to our door with these different hybrid deployments, we're able to support them without any exceptions. >> We talked a lot so far about what you do, or the goals or the mission that you have, put it on the other side of the fence, from a customer expectation, and from a customer demand. How has that changed? >> That's a good question. So, what we've seen is our customers have a lot of options. We are not in the business of telling them where their applications should reside, where their business applications should reside. Now, if, as an organization, if they've decided to move their critical applications to AWS, or have them in their private data centers, so they are coming to us, customers are coming to us and telling us, we want, what is our business goal? Our business goal is to have, when my employee tries to reach my HR application, it should be seamless. It should not matter whether I host it in my data center, yours, AWS, or on the Edge. They don't care, they want to have access to those four top applications, or 40 top applications all the time. So, we've seen customers coming in and saying, and telling us, we're not asking you where to host the business apps, we have already made a decision, we are going to host it in these four clouds. One of them definitely being AWS. And we're like, okay, we will enable you, you just tell us what kind of connectivity you guys need, where do you want to host it, and with AWS being their key data center for hosting their business applications, now we have an automated, orchestrated way. So, you have your 5000 devices, with a click of a button, we'll instantiate something on AWS for you. That way, you're able to connect to all of your business applications seamlessly. So, with the demand that, going back to your question, the demand that we're seeing is hey, we want to have a variety of deployment models, we don't want to be locked down, we don't want to spend a whole lot on our data centers, we like the AWS solution, so we're going to have our business apps hosted at AWS, but at the same time, we want to make sure everything is connected for our users, and there is no latency that they experience. Customers are still having a lot of challenges about kind of getting their arms around this whole multi cloud environment, and networking a lot of times is kind of networking security and management sit at kind of the top of the challenges there. How would you rate how we're doing as an industry, how have we moved the ball forward, and what do we still need to do, to be able to make this seamless, manageable, much easier going forward? >> It's a great question. We come across these customers all the time, right? They see a bunch of PowerPoint presentations and advertisements, in all the different forms, and they think that they think that they're able to do that all by themselves, and have the cost efficiency. The key challenge is the key know how, and connecting it with the whole end to end network, as well as applications. So, what we bring to the table is exactly that. We partner with AWS and other cloud providers, but AWS being the biggest one, we try to make sure we are, get them the fully orchestrated solution. So, our whole solution is we're enabling, in this service, right, we're enabling Cisco and Viptela solutions on AWS. So, our whole value prop with them is you place an order with Verizon, we take care of making sure you're connected to AWS, seamlessly, with the appliance of your choice, which in this case happens to be Cisco, Viptela solutions, and the reliable network from Verizon, but completely automated and orchestrated. What we've been observing is customers go down the DIY path, and that's absolutely fair, sometimes they succeed, but most often they come back and say I don't know how to make it work end to end. I'm able to do this little piece part, have done my dev opps here, so it works, but when I move my production load, I don't know what to do. And, that's the value of this partnership, that we're looking to provide that seamless experience to our customers. >> And also, we've been talking a lot about enterprise, but that market is mostly small and midsize. I mean, which one do you think sells the wind in it's sails right now? I mean, or is it apples and oranges, because they have different concerns, different levels and different options? >> That's an interesting question. They are apples and oranges, at least in my opinion, and I'll tell you why. Because the needs for the top Fortune 500, Fortune 1000 companies, is very different from a dentist's office or a lawyer's office. But, there is a middle line. The middle line is, what if I'm a coffee shop with 8000 stores? Am I on this side, or that side? Because, each of these 8000 stores are like small businesses, if you will, but as a company I'm a tier one, so I have my own needs from a corporate network standpoint. So, what we're trying to do is we're trying to make sure we take advantage of our partnership with AWS, where we are saying we're able to enable you if you are moving your production workloads anyway. But, if that's something you want to scale, then probably you've got to have a hybrid deployment and we make that happen for you. But, to your question, right? I do think they're apples and oranges, because their needs are very different. The need for the application availability for an enterprise, but a big tier one enterprise, is way higher than, say a dentist's office. If Outlook 365, Office 365 doesn't work for a dentist office for an hour, who cares? But, if it doesn't work for a big. >> Just don't let your dentist hear you say that. Be careful. >> All right. >> Everybody buy your dentist, right? >> Yeah, exactly. >> All right, Anuj, thanks for being with us. >> Thank you, thanks for having me. >> We appreciate the time. >> Thank you. >> Good luck down the road. >> Thanks >> Anuj Dutia from Verizon joining us here on the Cube. We continue live from New York City. AWS Summit. Back in a bit.

Published Date : Aug 14 2017

SUMMARY :

Brought to you by Amazon Web Services. We're continuing our coverage here live on the Cube. and the significance of that. So, we have a service offer, which is across the platforms. So, of course, that's kind of the headlines Sure, so we have our own offering, you know, So, we do have a concept of white boxes, Yeah, all of the carriers, including Verizon, So, our strength is in the virtualization, or the goals or the mission that you have, the business apps, we have already made a decision, and advertisements, in all the different forms, I mean, which one do you think sells and we make that happen for you. Just don't let your dentist hear you say that. We continue live from New York City.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
VerizonORGANIZATION

0.99+

AnujPERSON

0.99+

AWSORGANIZATION

0.99+

John WallsPERSON

0.99+

AmazonORGANIZATION

0.99+

Stu MinimanPERSON

0.99+

Amazon Web ServicesORGANIZATION

0.99+

Anuj DutiaPERSON

0.99+

New York CityLOCATION

0.99+

CiscoORGANIZATION

0.99+

5000 devicesQUANTITY

0.99+

5000 storesQUANTITY

0.99+

40 top applicationsQUANTITY

0.99+

Outlook 365TITLE

0.99+

eachQUANTITY

0.99+

ViptelaORGANIZATION

0.99+

PowerPointTITLE

0.99+

Office 365TITLE

0.99+

ManhattanLOCATION

0.99+

Midtown ManhattanLOCATION

0.99+

OneQUANTITY

0.98+

an hourQUANTITY

0.98+

EdgeTITLE

0.97+

Javits CenterLOCATION

0.97+

TerremarkORGANIZATION

0.96+

8000 storesQUANTITY

0.96+

todayDATE

0.96+

oneQUANTITY

0.95+

AWS SummitEVENT

0.92+

AWS Summit 2017EVENT

0.92+

four top applicationsQUANTITY

0.9+

2017DATE

0.82+

CubeCOMMERCIAL_ITEM

0.71+

FortuneORGANIZATION

0.65+

fourQUANTITY

0.6+

500 customerQUANTITY

0.57+

1000QUANTITY

0.55+

Secure Cloud InterconnectTITLE

0.49+

FortuneQUANTITY

0.45+

CubeLOCATION

0.37+

ConnectTITLE

0.34+

500QUANTITY

0.29+

Itamar Ankorion, Attunity & Arvind Rajagopalan, Verizon - #DataWorks - #theCUBE


 

>> Narrator: Live from San Jose in the heart of Silicon Valley, it's the CUBE covering DataWorks Summit 2017 brought to you by Hortonworks. >> Hey, welcome back to the CUBE live from the DataWorks Summit day 2. We've been here for a day and a half talking with fantastic leaders and innovators, learning a lot about what's happening in the world of big data, the convergence with Internet of Things Machine Learning, artificial intelligence, I could go on and on. I'm Lisa Martin, my co-host is George Gilbert and we are joined by a couple of guys, one is a Cube alumni, Itamar Ankorion, CMO of Attunity, Welcome back to the Cube. >> Thank you very much, good to be here, thank you Lisa and George. >> Lisa: Great to have you. >> And Arvind Rajagopalan, the Director of Technology Services for Verizon, welcome to the Cube. >> Thank you. >> So we were chatting before we went on, and Verizon, you're actually going to be presenting tomorrow, at the DataWorks summit, tell us about building... the journey that Verizon has been on building a Data Lake. >> Oh, Verizon is over the last 20 years, has been a large corporation, made up of a lot of different acquisitions and mergers, and that's how it was formed in 20 years back, and as we've gone through the journey of the mergers and the acquisitions over the years, we had data from different companies come together and form a lot of different data silos. So the reason we kind of started looking at this, is when our CFO started asking questions around... Being able to answer One Verizon questions, it's as simple as having Days Payable, or Working Capital Analysis across all the lines of businesses. And since we have a three-major-ERP footprint, it is extremely hard to get that data out, and there was a lot of manual data prep activities that was going into bringing together those One Verizon views. So that's really what was the catalyst to get the journey started for us. >> And it was driven by your CFO, you said? >> Arvind: That's right. >> Ah, very interesting, okay. So what are some of the things that people are going to hear tomorrow from your breakout session? >> Arvind: I'm sorry, say that again? >> Sorry, what are some of the things that the people, the attendees from your breakout session, are going to learn about the steps and the journey? >> So I'm going to primarily be talking about the challenges that we ran into, and share some around that, and also talk about some of the factors, such as the catalysts and what drew us to sort of moving in that direction, as well as getting to some architectural components, from high-level standpoint, talk about certain partners that we work with, the choices we made from an architecture perspective and the tools, as well as to kind of close the loop on, user adoption and what users are seeing in terms of business value, as we start centralizing all of the data at Verizon from a backoff as Finance and Supply Chains standpoint. So that's kind of what I'm looking at talking tomorrow. >> Arvind, it's interesting to hear you talk about sort of collecting data from essentially backoff as operational systems in a Data Lake. Were there... I assume that the state is sort of more refined and easily structured than the typical stories we hear about Data Lakes. Were there challenges in making it available for exploration and visualization, or were all the early-use cases really just Production Reporting? >> So standard reporting across the ERP systems is very mature and those capabilities are there, but then you look at across-ERP systems and we have three major ERP systems for each of the lines of businesses, when you want to look at combining all of the data, it's very hard, and to add to that, you pointed on self-service discovery, and visualization across all three datas, that's even more challenging, because it takes a lot of heavy lift, to normalize all of the data and bring it into one centralized platform, and we started off the journey with Oracle, and then we had SAP HANA, we were trying to bring all the data together, but then we were looking at systems in our non-SAP ERP systems and bringing that data into a SAP-kind of footprint, one, the cost was tremendously high, also there was a lot of heavy lift and challenges in terms of manually having to normalize the data and bring it into the same kind of data models. And even after all of that was done, it was not very self-service oriented for our users and Finance and Supply Chain. >> Let me drill into two of those things. So it sounds like the ETL process of converting it into a consumable format was very complex, and then it sounds like also, the discoverability, like where a tool, perhaps like Elation, might help, which is very, very immature right now, or maybe not immature, it's still young. Is that what was missing, or why was the ETL process so much more heavyweight than with a traditional data warehouse? >> The ETL processes, there's a lot of heavy lifting there involved, because of the proprietary data structures of the ERP systems, especially SAP is... The data structures and how the data is used across clustered and pool tables, is very proprietary. And on top of that, bringing the data formats and structures from a PeopleSoft ERP system which are supporting different lines of businesses, so there are a lot of customization that's gone into place, there are specific things that we use in the ERPs, in terms of the modules and how the processes are modeled in each of the lines of businesses, complicates things a lot. And then you try and bring all these three different ERPs, and the nuances that they have over the years, try and bring them together, it actually makes it very complex. >> So tell us then, help us understand, how the Data Lake made that easier. Was it because you didn't have to do all the refinement before it got there. And tell us how Attunity helped make that possible. >> Oh absolutely, so I think that's one of the big things, why we picked the Hortonworks as one of our key partners in terms of buidling out the Data Lake, it just came on greed, you aren't necessarily worried about doing a whole lot of ETL before you bring the data in, and it also provides with the tools and the technologies from a lot other partners. We have a lot of maturity now, better provided self-service discovery capabilities for ad hoc analysis and reporting. So this is helpful to the users because now they don't have to wait for prolonged IT development cycles to model the data, do the ETL and build reports for the to consume, which sometimes could take weeks and months. Now in a matter of days, they're able to see the data they're looking for and they're able to start the analysis, and once they start the analysis and the data is accessible, it's a matter of minutes and seconds looking at the different tools, how they want to look at it, how they want to model it, so it's actually being a huge value from the perspective of the users and what they're looking to do. >> Speaking of value, one of the things that was kind of thematic yesterday, we see enterprises are now embracing big data, they're embracing Hadoop, it's got to coexist within our ecosystem, and it's got to inter-operate, but just putting data in a Data Lake or Hadoop, that's not the value there, it's being able to analyze that data in motion, at rest, structured, unstructured, and start being able to glean or take actionable insights. From your CFO's perspective, where are you know of answering some of the questions that he or she had, from an insights perspective, with the Data Lake that you have in place? >> Yeah, before I address that, I wanted to quickly touch upon and wrap up George's question, if you don't mind. Because one of the key challenges, and I do talk about how Attunity helped. I was just about to answer the question before we moved on, so I just want to close the loop on that a little bit. So in terms of bringing the data in, the data acquisition or ingestion is key aspect of it, and again, looking at the proprietary data structures from the ERP systems is very complex, and involves a multi-step process to bring the data into a strange environment, and be able to put it in the swamp bring it into the Lake. And what Attunity has been able to help us with is, it has the intelligence to look at and understand the proprietary data structures of the ERPs, and it is able to bring all the data from the ERP source systems directly into Hadoop, without any stops, or staging data bases along the way. So it's been a huge value from that standpoint, I'll get into more details around that. And to answer your question, around how it's helping from a CFO standpoint, and the users in Finance, as I said, now all the data is available in one place, so it's very easy for them to consume the data, and be able to do ad hoc analysis. So if somebody's looking to, like I said earlier, want to look at and calculate base table, as an example, or they want to look at working capital, we are actually moving data using Attunity, CDC replicate product, we're getting data in real-time, into the Data Lake. So now they're able to turn things around, and do that kind of analysis in a matter of hours, versus overnight or in a matter of days, which was the previous environment. >> And that was kind of one of the things this morning, is it's really about speed, right? It's how fast can you move and it sounds like together with Attunity, Verizon is really not only making things simpler, as you talked about in this kind of model that you have, with different ERP systems, but you're also really able to get information into the right hands much, much faster. >> Absolutely, that's the beauty of the near real-time, and the CDC architecture, we're able to get data in, very easily and quickly, and Attunity also provides a lot of visibility as the data is in flight, we're able to see what's happening in the source system, how many packets are flowing through, and to a point, my developers are so excited to work with a product, because they don't have to worry about the changes happening in the source systems in terms of DDL and those changes are automatically understood by the product and pushed to the destination of Hadoop. So it's been a game-changer, because we have not had any downtime, because when there are things changing on the source system side, historically we had to take downtime, to change those configurations and the scripts, and publish it across environments, so that's been huge from that standpoint as well. >> Absolutely. >> Itamar, maybe, help us understand where Attunity can... It sounds like there's greatly reduced latency in the pipeline between the operational systems and the analytic system, but it also sounds like you still need to essentially reformat the data, so that it's consumable. So it sounds like there's an ETL pipeline that's just much, much faster, but at the same time, when it's like, replicate, it sounds like that goes without transformations. So help us sort of understand that nuance. >> Yeah, that's a great question, George. And indeed in the past few years, customers have been focused predominantly on getting the data to the Lake. I actually think it's one of the changes in the fame, we're hearing here in the show and the last few months is, how do we move to start using the data, the great applications on the data. So we're kind of moving to the next step, in the last few years we focused a lot on innovating and creating the solutions that facilitate and accelerate the process of getting data to the Lake, from a large scope of systems, including complex ones like SAP, and also making the process of doing that easier, providing real-time data that can both feed streaming architectures as well as batch ones. So once we got that covered, to your question, is what happens next, and one of the things we found, I think Verizon is also looking at it now and are being concomitant later. What we're seeing is, when you bring data in, and you want to adopt the streaming, or a continuous incremental type of data ingestion process, you're inherently building an architecture that takes what was originally a database, but you're kind of, in a sense, breaking it apart to partitions, as you're loading it over time. So when you land the data, and Arvind was referring to a swamp, or some customers refer to it as a landing zone, you bring the data into your Lake environment, but at the first stage that data is not structured, to your point, George, in a manner that's easily consumable. Alright, so the next step is, how do we facilitate the next step of the process, which today is still very manual-driven, has custom development and dealing with complex structures. So we actually are very excited, we've introduced, in the show here, we announced a new product by Attunity, Compose for Hive, which extends our Data Lake solutions, and what Compose of Hive is exactly designed to do, is address part of the problem you just described, where's when the data comes in and is partitioned, what Compose for Hive does, is it reassembles these partitions, and it then creates analytic-ready data sets, back in Hive, so it can create operational data stores, it can create historical data stores, so then the data becomes formatted, in a matter that's more easily accessible for users, who want to use analytic tools, VI-tools, Tableau, Qlik, any type of tool that can easily access a database. >> Would there be, as a next step, whether led by Verizon's requirements or Attunity's anticipation of broader customer requirements, something where, there's a, if not near real-time, but a very low latency landing and transformation, so that data that is time-sensitive can join the historical data. >> Absolutely, absolutely. So what we've done, is focus on real-time availability of data. So when we feed the data into the Data Lake, we fit it into ways, one is directly into Hive, but we also go through a streaming architecture, like Kafka, in the case of Hortonworks, can also fit also very well into HDF. So then the next step in the process, is producing those analytic data sets, or data source, out of it, which we enable, and what we do is design it together with our partners, with our inner customers. So again when we work on Replicate, then we worked on Compose, we worked very close with Fortune companies trying to deal with these challenges, so we can design a product. In the case of Compose for Hive for example, we have done a lot of collaboration, at a product engineering level, with Hortonworks, to leverage the latest and greatest in Hive 2.2, Hive LLAP, to be able to push down transformations, so those can be done faster, including real-time, so those datasets can be updated on a frequent basis. >> You talked about kind of customer requirements, either those specific or not, obviously talking to telecommunications company, are you seeing, Itamar, from Attunity's perspective, more of this need to... Alright, the data's in the Lake, or first it comes to the swamp, now it's in the Lake, to start partitioning it, are you seeing this need driven in specific industries, or is this really pretty horizontal? >> That's a good question and this is definitely a horizontal need, it's part of the infrastructure needs, so Verizon is a great customer, and we even worked similarly in telecommunications, we've been working with other customers in other industries, from manufacturing, to retail, to health care, to automotive and others, and in all of those cases it's on a foundation level, it's very similar architectural challenges. You need to ingest the data, you want to do it fast, you want to do it incrementally or continuously, even if you're loading directly into Hadoop. Naturally, when you're loading the data through a Kafka, or streaming architecture, it's a continuous fashon, and then you partition the data. So the partitioning of the data is kind of inherent to the architecture, and then you need to help deal with the data, for the next step in the process. And we're doing it both with Compose for Hive, but also for customers using streaming architectures like Kafka, we provide the mechanisms, from supporting or facilitating things like schema unpollution, and schema decoding, to be able to facilitate the downstream process of processing those partitions of data, so we can make the data available, that works both for analytics and streaming analytics, as well as for scenarios like microservices, where the way in which you partition the data or deliver the data, allows each microservice to pick up on the data it needs, from the relevant partition. >> Well guys, this has been a really informative conversation. Congratulations, Itamar, on the new announcement that you guys made today. >> Thank you very much. >> Lisa: Arvin, great to hear the use case and how Verizon really sounds quite pioneering in what you're doing, wish you continued success there, we look forward to hearing what's next for Verizon, we want to thank you for watching the CUBE, we are again live, day two, of the DataWorks summit, #DWS17, before me my co-host George Gilbert, I am Lisa Martin, stick around, we'll be right back. (relaxed techno music)

Published Date : Jun 14 2017

SUMMARY :

in the heart of Silicon Valley, and we are joined by a couple of guys, Thank you very much, good to be here, the Director of Technology Services for Verizon, at the DataWorks summit, So the reason we kind of started looking at this, that people are going to hear tomorrow and the tools, as well as to kind of close the loop on, than the typical stories we hear about Data Lakes. and bring it into the same kind of data models. So it sounds like the ETL process and the nuances that they have over the years, how the Data Lake made that easier. do the ETL and build reports for the to consume, and it's got to inter-operate, and it is able to bring all the data and it sounds like together with Attunity, and the CDC architecture, we're able to get data in, and the analytic system, getting the data to the Lake. can join the historical data. like Kafka, in the case of Hortonworks, Alright, the data's in the Lake, You need to ingest the data, you want to do it fast, Congratulations, Itamar, on the new announcement Lisa: Arvin, great to hear the use case

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
George GilbertPERSON

0.99+

Arvind RajagopalanPERSON

0.99+

ArvindPERSON

0.99+

Lisa MartinPERSON

0.99+

VerizonORGANIZATION

0.99+

Itamar AnkorionPERSON

0.99+

LisaPERSON

0.99+

GeorgePERSON

0.99+

ItamarPERSON

0.99+

OracleORGANIZATION

0.99+

San JoseLOCATION

0.99+

Silicon ValleyLOCATION

0.99+

twoQUANTITY

0.99+

tomorrowDATE

0.99+

KafkaTITLE

0.99+

threeQUANTITY

0.99+

HortonworksORGANIZATION

0.99+

CubeORGANIZATION

0.99+

ArvinPERSON

0.99+

DataWorks SummitEVENT

0.99+

SAP HANATITLE

0.99+

OneQUANTITY

0.99+

eachQUANTITY

0.99+

yesterdayDATE

0.99+

#DWS17EVENT

0.99+

oneQUANTITY

0.98+

a day and a halfQUANTITY

0.98+

CDCORGANIZATION

0.98+

first stageQUANTITY

0.98+

TableauTITLE

0.98+

DataWorks Summit 2017EVENT

0.98+

AttunityORGANIZATION

0.98+

HiveTITLE

0.98+

bothQUANTITY

0.98+

AttunityPERSON

0.98+

DataWorksEVENT

0.97+

todayDATE

0.97+

Compose for HiveORGANIZATION

0.97+

ComposeORGANIZATION

0.96+

Hive 2.2TITLE

0.95+

QlikTITLE

0.94+

HadoopTITLE

0.94+

one placeQUANTITY

0.93+

day twoQUANTITY

0.92+

each microserviceQUANTITY

0.9+

firstQUANTITY

0.9+

20 years backDATE

0.89+

#DataWorksORGANIZATION

0.87+

three major ERP systemsQUANTITY

0.83+

last 20 yearsDATE

0.82+

PeopleSoftORGANIZATION

0.8+

Data LakeCOMMERCIAL_ITEM

0.8+

SAPORGANIZATION

0.79+

Beth Cohen, Verizon - OpenStack Summit 2017 - #OpenStackSummit - #theCUBE


 

>> Narrator: Live from Boston, Massachusetts, it's the CUBE covering OpenStack Summit 2017, brought to you by the OpenStack Foundation; Red Hat, an additional ecosystem of support. (upbeat synthesizer music) >> Welcome back, I'm Stu Miniman, joined by my cohost John Troyer. This is The CUBE, worldwide leader in live enterprise tech coverage. Coming into the show this year, here, at OpenStack, discussion of edge was something that had a little bit of buzz. Last year's show in Austin, the telecommunication all of the NFV solutions were definitely one of the highlights. Happy to welcome to the program a first-time guest, Beth Cohen, who is the SDN and NFV Network Product Strategy at Verizon. Thanks so much for joining us. >> Thank you, yes. >> All right, so Beth, I mean, we hear cloud in a box, Edge, all those pieces in the keynote, Monday. People are excited, you know, telecommunications. I worked in telecom back in the '90s. I'm excited to see that people are getting involved and looking at this, but before we get into all the tech, just tell us, briefly, about you and your role inside Verizon. >> Sure. So, I actually work at Verizon as a New Product Strategist, so I come up with new products, so I do product management. This is actually my second product for Verizon. The previous one was Secure Cloud Interconnect which is a very successful product. Who would have thought that connecting privately to the cloud would be a good idea? It turns out, everybody thinks that's an excellent idea, but I worked in telecom back, for GTE, back in the 1990s and through BBN, so I've been in this industry for a while and I've always stayed kind of on the cutting edge of things, so I'm very excited to be working on these cutting-edge projects within Verizon. >> All right, so speaking of cutting edge, let's cut to the Edge. >> Beth: Cut to the Edge (laughs). >> And, give our audience a little bit about what the announcement was, >> Sure. >> the actual product itself. >> So, Virtual Network Services, is the product. We originally announced it in July with a universal CP box. That box was not a, what we're calling a white box which I think is the industry term, now. That one was based on the Juniper NFX250 which is, we call, a gray box, so it's using the Juniper NFX software, but the new, new announcement is this is truly a white box. It's an x86 box. It's generic, any x86 will work, and, in fact, the product has, we realized, actually, working with customers that some customers want to have a very small box, very small footprint, low cost, that only supports maybe two, possibly three, NFVs, Virtual Network Functions, all the way up to our largest box, is 36 core. So, we have four core at the bottom, so that's used for the coffee shops or the small retail-type functions where they're only looking for security in routing or security in SDN or SD-WAN or whatever, so very small, compact use all the way up to 36 core which can support, you know, 10 or 12 different functions, so load balancing, routing, security, whatever you want, >> Yeah. >> cloud in a box. >> There's so many pieces of OpenStack and they've been, for years, talking about the complexity. This, really, if I understand it right, I mean, it's OpenStack at the edge in a small box, so how do we kit such a complicated thing in a little box and what kind of functionality does that bring? You know, what will customers get with it? >> So, obviously, it's, we didn't take old everything, >> Right. >> of course, so, you know, it does include Neutron for the networking and it does include Nova in the computes and so it has the core components that you need for OpenStack. And, why did we choose that? Because OpenStack really gave us that consistent platform across both out at the edge and also within the core, so we are building the hosted network services platform which we're using internally, as well, to host our, to support our network services and we're also supporting customers on this same platform. So, that gives us the ability to give a customer experience both out at the edge and within the core. So, of course, everybody wants to know the secret source. How did we cram that in? Containers, so we containerize OpenStack. One of the requirements is it had to be a single core, so it is a single core in the box because, of course, particularly in a small box, you want to leave as much space as possible for services that our customers want because the OpenStack is the infrastructure that supports it all. >> That's great, I mean, so, Beth, that was one of the highlights of the whole show, for me, right. I like when tech blows my mind a little bit and the idea of something that we might have run on a some embedded Linux source or embedded OS before, now, it's actually running a whole cloud platform, in a box, in my office, was amazing. As you're looking at the center of the network versus the edge, is that one, to you and to network ops, is that one big cloud, is that a cloud of clouds? What's kind of the architecture? >> Beth: Cloud of clouds. >> Yeah. >> Is it fog? (co-hosts laughing) >> It's, yeah, you could say it is a fog, because one of the things when you pull a network to the edge like that, Verizon lives, I mean, we live and breathe networks and the networks are WANs, Wide Area Networks, right, they're everywhere, so we live and breathe that every day. So, traditionally, as I mentioned in the keynote, is that cloud has been sort of the data center centric, right, and that changes the equation because, if you think about it, most data center centric clouds, the network ends at, there's some mystery thing that happens and the end, right? It just goes to that network router, you know, NNI, network-to-network net router and it just kind of disappears, right? Well, of course, we know what's on the other side, so what we've done is we've said, okay, we have functionality within that data center, but we've expanded that out to the edge and we understand that you can't just have everything sitting in the cloud and then rely on that edge to just work, so you need to move pieces of it out so it's not reliant on that inside data center. So, there's tools back there, but if that data center connection goes away, that function will still work out at the edge. >> That's great. You talked about both SDN and NFV, a big conversation at OpenStack for the last several years. >> Yeah. >> Can you talk a little bit about maybe the state of SDN and NFV and how you all are looking at that and are we there yet? What do we still, >> (laughs) Are we there yet? >> what places do you still see we need to go? >> So, when I worked with the marketing team, they were like, "Oh, we're going to have to use this NFV term. "We have to use the SDN," and when I talk to customers, inevitably, they're like, "What is the NFV stuff?" They have no idea, so, really, at the end of the day, I see NFV as a telco thing. Absolutely, we need it, but we have to translate what that means to customers because all that back-end stuff, as far as they're concerned, that's magic. That's the magic: that we deliver the services. Those packets just arrive, they do what they're supposed to do. So, I say, okay, network services is really what you're talking about, because they understand, "Oh, yeah, I need that security, I need that firewall, "I need that WAN Optimizer, I need that load balancer." That, they understand. >> Yeah. >> Well, Beth, I, with my telecom background, I think of, there's lots of hardware, there's lots of cabling, there's the challenges that you have with wireless and we're talking a lot about 5G, you're talking about software, though, and it's delivering >> Yeah. >> those services that the customer needs, so, right, is that what they ask for? Is it, I need these pieces and now I can do it via software as opposed to before, I had to, you know, we talked, it's the appliances to the software move? >> Right. >> What are the, your customers asking for and how are they embracing this? >> Well, so our customers are very excited. I can't think of a single customer that I have gone to that have said, "Why would I do that?" They're all saying, "No, this is really exciting," and so what they're doing is they're really rethinking the network because they're used to having stacks of boxes, so the appliance base, you know, that was really pioneered back, of course, Cisco sort of pioneered it back in the '90s but I remember talking to Infoblox back in the, oh, like the early 2000s when they came out with DHCP DNS appliance and I was like, "Wow, that's so cool." So, this is sort of the next generation, so why do you need to have six different boxes that do a single thing? Why don't we just make it a cloud in the box and put all those functions together and service chain them? That gives you a lot more flexibility. You're not stuck with that proprietary hardware and then worrying about, I mean, I can't tell you how many customers want to do this for tech refresh. They have end-of-life equipment that the vendor is saying, "Forget it, (laughs) this is 10-year-old equipment. "We're not supporting it anymore." >> Yeah, but what are the security implications, here, though? We've seen the surface area of where attacks can come from just seems to be growing exponentially. I think, I go to the edge, I've got way more devices, there's more vulnerabilities. Your last product, you said, was security. How does security fit into all of this? What are you hearing from your costumers? How do you partner with other people? >> So, security is absolutely paramount to our customers. As I mentioned in the talk, there was a, we did a survey of our customers. Security was absolutely the top priority, but security's a lot more sophisticated, as you said, than it used to be and the vectors for attack are much more sophisticated and so it's not enough to just have a firewall. That's, your attack is, you know, the sqiushy inside and the hard outside, forget it. That's just (laughs)-- >> Yeah, yeah, yeah. You get it. >> That's just not there anymore. >> Indeed, the moats are gone. They're in the castle. >> Yeah. >> They're in the castle, right. So, for us, it's very appealing to our customers, that, the idea that they can put the security where they need it, so they can put it out at the edge and some of them so want it at the edge and we give them the choice of setting up a sort of a minimal basic firewall or a full-featured next-gen firewall. We also find customers kind of like the brand names, so we offer Palo Alto, Fortinet, Cisco, Juniper and others will be coming, so that appeals to them. They tend to be a shop of one or the other. >> John: All on a software basis? >> All on a software basis. >> Giving them the virtual clients discount? >> Right, yeah, all virtual clients is right. And, you know, at the end of the day, our customers don't actually care about the hardware. For them, it's the service. >> I wanted to take it over to OpenStack itself for a little bit. You know, the great conversation here, this week, has been something about modularization, talking about the ecosystem, talking about containers, both the app layer up on top and the packaging layer down below, which is kind of really cool, as well. How are you seeing the OpenStack community engage with the ecosystem be available to different use cases like this? Right, slim it down, take what you need, leave the rest, different, for a while, the conversation was, there were so many projects and, about everything, and do you feel like OpenStack is going where we need it to go, now, in terms of, again, a usable partner and community to work with? >> I do believe that because, so, my product is really a portfolio, if you think about it, so it's a portfolio of services and I view our use of OpenStack in the same way. So, we're really taking that portfolio of OpenStack services and pulling, you know, putting together the package that we need to deliver the services. So, what's out at the edge, that package of OpenStack services at the edge, that's not the same set of services as what's within the core data center. There's some commonality, but we've chosen the ones that are important to us for the edge and chosen the ones that are important to us for the core. So, I think that the OpenStack community is really embracing this notion and we really welcome that, that thing. Now, what I'm finding is that the vendors that we're supporting, you know, that, in the ecosystem, at the application layer, are still struggling with, "Okay, do we containerize? "Do we support, what do, how do we support it?" I can't tell you how many vendors I've gone to and I said, "If you want to be in our portfolio," and obviously most of them do, you know, Verizon's a big company, "you have to be virtualized. "You have to be able to support, run under OpenStack," and they have to get past that, (laughs) that issue. >> Beth, I noticed in some of your social feeds, you've attended some of the Women at OpenStack event. >> Yes. >> I wonder if you have any comment on the events there and diversity in general in the community? >> So, one of the things I love about OpenStack is it's really, really gone out of its way in, within the open source community, in general, to really focus on the value of diversity and it really does track the number of women that, you know, there's a metric that says the percentage of women at every summit and it's going up and the Women of OpenStack community focus on mentoring, and it's not just women, because mentoring's very important, but it really allows, but women are, have sort of special challenges and minorities have special challenges, as well, and we really try to embrace that fact that you do need a leg up if you're not a 50-year-old white guy (laughs). >> All right, Beth Cohen, really appreciate you joining us. Congratulations on the keynote, the product and wish you the best of luck going forward. >> Thank you. >> We'll be back with more coverage here from OpenStack Summit in Boston. For John and myself, thanks for watching The CUBE. (upbeat synthesizer music)

Published Date : May 10 2017

SUMMARY :

brought to you by the OpenStack Foundation; all of the NFV solutions were definitely All right, so Beth, I mean, we hear cloud in a box, Edge, kind of on the cutting edge of things, let's cut to the Edge. So, Virtual Network Services, is the product. I mean, it's OpenStack at the edge in a small box, and so it has the core components and the idea of something that we might have run and that changes the equation for the last several years. That's the magic: that we deliver the services. so the appliance base, you know, that was really pioneered the security implications, here, though? and the vectors for attack are much more sophisticated Yeah, yeah, yeah. That's just not They're in the castle. We also find customers kind of like the brand names, And, you know, at the end of the day, and the packaging layer down below, and chosen the ones that are important to us for the core. the Women at OpenStack event. and the Women of OpenStack community focus on mentoring, and wish you the best of luck going forward. For John and myself, thanks for watching The CUBE.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
VerizonORGANIZATION

0.99+

CiscoORGANIZATION

0.99+

Beth CohenPERSON

0.99+

FortinetORGANIZATION

0.99+

John TroyerPERSON

0.99+

JulyDATE

0.99+

JohnPERSON

0.99+

JuniperORGANIZATION

0.99+

GTEORGANIZATION

0.99+

Stu MinimanPERSON

0.99+

BostonLOCATION

0.99+

AustinLOCATION

0.99+

OpenStackORGANIZATION

0.99+

InfobloxORGANIZATION

0.99+

twoQUANTITY

0.99+

second productQUANTITY

0.99+

10QUANTITY

0.99+

1990sDATE

0.99+

BethPERSON

0.99+

Palo AltoORGANIZATION

0.99+

Boston, MassachusettsLOCATION

0.99+

OpenStack FoundationORGANIZATION

0.99+

36 coreQUANTITY

0.99+

this yearDATE

0.99+

#OpenStackSummitEVENT

0.98+

early 2000sDATE

0.98+

OneQUANTITY

0.98+

Red HatORGANIZATION

0.98+

this weekDATE

0.98+

NFVORGANIZATION

0.98+

OpenStack Summit 2017EVENT

0.98+

Last yearDATE

0.98+

MondayDATE

0.98+

bothQUANTITY

0.98+

LinuxTITLE

0.98+

four coreQUANTITY

0.98+

first-timeQUANTITY

0.98+

threeQUANTITY

0.97+

single coreQUANTITY

0.97+

12 different functionsQUANTITY

0.96+

50-year-oldQUANTITY

0.96+

SDNORGANIZATION

0.96+

OpenStackTITLE

0.96+

oneQUANTITY

0.96+

six different boxesQUANTITY

0.95+

OpenStack SummitEVENT

0.95+

Virtual Network ServicesORGANIZATION

0.95+

single thingQUANTITY

0.94+

single customerQUANTITY

0.93+

BBNORGANIZATION

0.93+

NNIORGANIZATION

0.92+

'90sDATE

0.88+

10-year-oldQUANTITY

0.88+

OpenStackEVENT

0.86+

telcoORGANIZATION

0.85+

last several yearsDATE

0.78+

The CUBETITLE

0.78+

up to 36 coreQUANTITY

0.77+

every summitQUANTITY

0.77+

yearsQUANTITY

0.76+

CUBEORGANIZATION

0.7+

NeutronORGANIZATION

0.69+

Wayne Duso, AWS & Iyad Tarazi, Federated Wireless | MWC Barcelona 2023


 

(light music) >> Announcer: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat music) >> Welcome back to the Fira in Barcelona. Dave Vellante with Dave Nicholson. Lisa Martin's been here all week. John Furrier is in our Palo Alto studio, banging out all the news. Don't forget to check out siliconangle.com, thecube.net. This is day four, our last segment, winding down. MWC23, super excited to be here. Wayne Duso, friend of theCUBE, VP of engineering from products at AWS is here with Iyad Tarazi, who's the CEO of Federated Wireless. Gents, welcome. >> Good to be here. >> Nice to see you. >> I'm so stoked, Wayne, that we connected before the show. We texted, I'm like, "You're going to be there. I'm going to be there. You got to come on theCUBE." So thank you so much for making time, and thank you for bringing a customer partner, Federated Wireless. Everybody knows AWS. Iyad, tell us about Federated Wireless. >> We're a software and services company out of Arlington, Virginia, right outside of Washington, DC, and we're really focused on this new technology called Shared Spectrum and private wireless for 5G. Think of it as enterprises consuming 5G, the way they used to consume WiFi. >> Is that unrestricted spectrum, or? >> It is managed, organized, interference free, all through cloud platforms. That's how we got to know AWS. We went and got maybe about 300 products from AWS to make it work. Quite sophisticated, highly available, and pristine spectrum worth billions of dollars, but available for people like you and I, that want to build enterprises, that want to make things work. Also carriers, cable companies everybody else that needs it. It's really a new revolution for everyone. >> And that's how you, it got introduced to AWS. Was that through public sector, or just the coincidence that you're in DC >> No, I, well, yes. The center of gravity in the world for spectrum is literally Arlington. You have the DOD spectrum people, you have spectrum people from National Science Foundation, DARPA, and then you have commercial sector, and you have the FCC just an Uber ride away. So we went and found the scientists that are doing all this work, four or five of them, Virginia Tech has an office there too, for spectrum research for the Navy. Come together, let's have a party and make a new model. >> So I asked this, I'm super excited to have you on theCUBE. I sat through the keynotes on Monday. I saw Satya Nadella was in there, Thomas Kurian there was no AWS. I'm like, where's AWS? AWS is everywhere. I mean, you guys are all over the show. I'm like, "Hey, where's the number one cloud?" So you guys have made a bunch of announcements at the show. Everybody's talking about the cloud. What's going on for you guys? >> So we are everywhere, and you know, we've been coming to this show for years. But this is really a year that we can demonstrate that what we've been doing for the IT enterprise, IT people for 17 years, we're now bringing for telcos, you know? For years, we've been, 17 years to be exact, we've been bringing the cloud value proposition, whether it's, you know, cost efficiencies or innovation or scale, reliability, security and so on, to these enterprise IT folks. Now we're doing the same thing for telcos. And so whether they want to build in region, in a local zone, metro area, on-prem with an outpost, at the edge with Snow Family, or with our IoT devices. And no matter where they want to start, if they start in the cloud and they want to move to the edge, or they start in the edge and they want to bring the cloud value proposition, like, we're demonstrating all of that is happening this week. And, and very much so, we're also demonstrating that we're bringing the same type of ecosystem that we've built for enterprise IT. We're bringing that type of ecosystem to the telco companies, with CSPs, with the ISP vendors. We've seen plenty of announcements this week. You know, so on and so forth. >> So what's different, is it, the names are different? Is it really that simple, that you're just basically taking the cloud model into telco, and saying, "Hey, why do all this undifferentiated heavy lifting when we can do it for you? Don't worry about all the plumbing." Is it really that simple? I mean, that straightforward. >> Well, simple is probably not what I'd say, but we can make it straightforward. >> Conceptually. >> Conceptually, yes. Conceptually it is the same. Because if you think about, firstly, we'll just take 5G for a moment, right? The 5G folks, if you look at the architecture for 5G, it was designed to run on a cloud architecture. It was designed to be a set of services that you could partition, and run in different places, whether it's in the region or at the edge. So in many ways it is sort of that simple. And let me give you an example. Two things, the first one is we announced integrated private wireless on AWS, which allows enterprise customers to come to a portal and look at the industry solutions. They're not worried about their network, they're worried about solving a problem, right? And they can come to that portal, they can find a solution, they can find a service provider that will help them with that solution. And what they end up with is a fully validated offering that AWS telco SAS have actually put to its paces to make sure this is a real thing. And whether they get it from a telco, and, and quite frankly in that space, it's SIs such as Federated that actually help our customers deploy those in private environments. So that's an example. And then added to that, we had a second announcement, which was AWS telco network builder, which allows telcos to plan, deploy, and operate at scale telco network capabilities on the cloud, think about it this way- >> As a managed service? >> As a managed service. So think about it this way. And the same way that enterprise IT has been deploying, you know, infrastructure as code for years. Telco network builder allows the telco folks to deploy telco networks and their capabilities as code. So it's not simple, but it is pretty straightforward. We're making it more straightforward as we go. >> Jump in Dave, by the way. He can geek out if you want. >> Yeah, no, no, no, that's good, that's good, that's good. But actually, I'm going to ask an AWS question, but I'm going to ask Iyad the AWS question. So when we, when I hear the word cloud from Wayne, cloud, AWS, typically in people's minds that denotes off-premises. Out there, AWS data center. In the telecom space, yes, of course, in the private 5G space, we're talking about a little bit of a different dynamic than in the public 5G space, in terms of the physical infrastructure. But regardless at the edge, there are things that need to be physically at the edge. Do you feel that AWS is sufficiently, have they removed the H word, hybrid, from the list of bad words you're not allowed to say? 'Cause there was a point in time- >> Yeah, of course. >> Where AWS felt that their growth- >> They'll even say multicloud today, (indistinct). >> No, no, no, no, no. But there was a period of time where, rightfully so, AWS felt that the growth trajectory would be supported solely by net new things off premises. Now though, in this space, it seems like that hybrid model is critical. Do you see AWS being open to the hybrid nature of things? >> Yeah, they're, absolutely. I mean, just to explain from- we're a services company and a solutions company. So we put together solutions at the edge, a smart campus, smart agriculture, a deployment. One of our biggest deployment is a million square feet warehouse automation project with the Marine Corps. >> That's bigger than the Fira. >> Oh yeah, it's bigger, definitely bigger than, you know, a small section of here. It's actually three massive warehouses. So yes, that is the edge. What the cloud is about is that massive amount of efficiency has happened by concentrating applications in data centers. And that is programmability, that is APIs that is solutions, that is applications that can run on it, where people know how to do it. And so all that efficiency now is being ported in a box called the edge. What AWS is doing for us is bringing all the business and technical solutions they had into the edge. Some of the data may send back and forth, but that's actually a smaller piece of the value for us. By being able to bring an AWS package at the edge, we're bringing IoT applications, we're bringing high speed cameras, we're able to integrate with the 5G public network. We're able to bring in identity and devices, we're able to bring in solutions for students, embedded laptops. All of these things that you can do much much faster and cheaper if you are able to tap in the 4,000, 5,000 partners and all the applications and all the development and all the models that AWS team did. By being able to bring that efficiency to the edge why reinvent that? And then along with that, there are partners that you, that help do integration. There are development done to make it hardened, to make the data more secure, more isolated. All of these things will contribute to an edge that truly is a carbon copy of the data center. >> So Wayne, it's AWS, Regardless of where the compute, networking and storage physically live, it's AWS. Do you think that the term cloud will sort of drift away from usage? Because if, look, it's all IT, in this case it's AWS and federated IT working together. How, what's your, it's sort of a obscure question about cloud, because cloud is so integrated. >> You Got this thing about cloud, it's just IT. >> I got thing about cloud too, because- >> You and Larry Ellison. >> Because it's no, no, no, I'm, yeah, well actually there's- >> There's a lot of IT that's not cloud, just say that okay. >> Now, a lot of IT that isn't cloud, but I would say- >> But I'll (indistinct) cloud is an IT tool, and you see AWS obviously with the Snow fill in the blank line of products and outpost type stuff. Fair to say that you're, doesn't matter where it is, it could be AWS if it's on the edge, right? >> Well, you know, everybody wants to define the cloud as what it may have been when it started. But if you look at what it was when it started and what it is today, it is different. But the ability to bring the experience, the AWS experience, the services, the operational experience and all the things that Iyad had been talking about from the region all to all the way to, you know, the IoT device, if you would, that entire continuum. And it doesn't matter where you start. Like if you start in region and you need to bring your value to other places because your customers are asking you to do so, we're enabling that experience where you need to bring it. If you started at the edge, and- but you want to build cloud value, you know, whether it's again, cost efficiency, scalability, AI, ML or analytics into those capabilities, you can start at the edge with the same APIs, with the same service, the same capabilities, and you can build that value in right from the get go. You don't build this bifurcation or many separations and try to figure out how do I glue them together? There is no gluing together. So if you think of cloud as being elastic, scalable flexible, where you can drive innovation, it's the same exact model on the continuum. And you can start at either end, it's up to you as a customer. >> And I think if, the key to me is the ecosystem. I mean, if you can do for this industry what you've done for the technology- enterprise technology business from an ecosystem standpoint, you know everybody talks about flywheel, but that gives you like the massive flywheel. I don't know what the ratio is, but it used to be for every dollar spent on a VMware license, $15 is spent in the ecosystem. I've never heard similar ratios in the AWS ecosystem, but it's, I go to reinvent and I'm like, there's some dollars being- >> That's a massive ecosystem. >> (indistinct). >> And then, and another thing I'll add is Jose Maria Alvarez, who's the chairman of Telefonica, said there's three pillars of the future-ready telco, low latency, programmable networks, and he said cloud and edge. So they recognizing cloud and edge, you know, low latency means you got to put the compute and the data, the programmable infrastructure was invented by Amazon. So what's the strategy around the telco edge? >> So, you know, at the end, so those are all great points. And in fact, the programmability of the network was a big theme in the show. It was a huge theme. And if you think about the cloud, what is the cloud? It's a set of APIs against a set of resources that you use in whatever way is appropriate for what you're trying to accomplish. The network, the telco network becomes a resource. And it could be described as a resource. We, I talked about, you know, network as in code, right? It's same infrastructure in code, it's telco infrastructure as code. And that code, that infrastructure, is programmable. So this is really, really important. And in how you build the ecosystem around that is no different than how we built the ecosystem around traditional IT abstractions. In fact, we feel that really the ecosystem is the killer app for 5G. You know, the killer app for 4G, data of sorts, right? We started using data beyond simple SMS messages. So what's the killer app for 5G? It's building this ecosystem, which includes the CSPs, the ISVs, all of the partners that we bring to the table that can drive greater value. It's not just about cost efficiency. You know, you can't save your way to success, right? At some point you need to generate greater value for your customers, which gives you better business outcomes, 'cause you can monetize them, right? The ecosystem is going to allow everybody to monetize 5G. >> 5G is like the dot connector of all that. And then developers come in on top and create new capabilities >> And how different is that than, you know, the original smartphones? >> Yeah, you're right. So what do you guys think of ChatGPT? (indistinct) to Amazon? Amazon turned the data center into an API. It's like we're visioning this world, and I want to ask that technologist, like, where it's turning resources into human language interfaces. You know, when you see that, you play with ChatGPT at all, or I know you guys got your own. >> So I won't speak directly to ChatGPT. >> No, don't speak from- >> But if you think about- >> Generative AI. >> Yeah generative AI is important. And, and we are, and we have been for years, in this space. Now you've been talking to AWS for a long time, and we often don't talk about things we don't have yet. We don't talk about things that we haven't brought to market yet. And so, you know, you'll often hear us talk about something, you know, a year from now where others may have been talking about it three years earlier, right? We will be talking about this space when we feel it's appropriate for our customers and our partners. >> You have talked about it a little bit, Adam Selipsky went on an interview with myself and John Furrier in October said you watch, you know, large language models are going to be enormous and I know you guys have some stuff that you're working on there. >> It's, I'll say it's exciting. >> Yeah, I mean- >> Well proof point is, Siri is an idiot compared to Alexa. (group laughs) So I trust one entity to come up with something smart. >> I have conversations with Alexa and Siri, and I won't judge either one. >> You don't need, you could be objective on that one. I definitely have a preference. >> Are the problems you guys solving in this space, you know, what's unique about 'em? What are they, can we, sort of, take some examples here (indistinct). >> Sure, the main theme is that the enterprise is taking control. They want to have their own networks. They want to focus on specific applications, and they want to build them with a skeleton crew. The one IT person in a warehouse want to be able to do it all. So what's unique about them is that they're now are a lot of automation on robotics, especially in warehousing environment agriculture. There simply aren't enough people in these industries, and that required precision. And so you need all that integration to make it work. People also want to build these networks as they want to control it. They want to figure out how do we actually pick this team and migrate it. Maybe just do the front of the house first. Maybe it's a security team that monitor the building, maybe later on upgrade things that use to open doors and close doors and collect maintenance data. So that ability to pick what you want to do from a new processors is really important. And then you're also seeing a lot of public-private network interconnection. That's probably the undercurrent of this show that haven't been talked about. When people say private networks, they're also talking about something called neutral host, which means I'm going to build my own network, but I want it to work, my Verizon (indistinct) need to work. There's been so much progress, it's not done yet. So much progress about this bring my own network concept, and then make sure that I'm now interoperating with the public network, but it's my domain. I can create air gaps, I can create whatever security and policy around it. That is probably the power of 5G. Now take all of these tiny networks, big networks, put them all in one ecosystem. Call it the Amazon marketplace, call it the Amazon ecosystem, that's 5G. It's going to be tremendous future. >> What does the future look like? We're going to, we just determined we're going to be orchestrating the network through human language, okay? (group laughs) But seriously, what's your vision for the future here? You know, both connectivity and cloud are on on a continuum. It's, they've been on a continuum forever. They're going to continue to be on a continuum. That being said, those continuums are coming together, right? They're coming together to bring greater value to a greater set of customers, and frankly all of us. So, you know, the future is now like, you know, this conference is the future, and if you look at what's going on, it's about the acceleration of the future, right? What we announced this week is really the acceleration of listening to customers for the last handful of years. And, we're going to continue to do that. We're going to continue to bring greater value in the form of solutions. And that's what I want to pick up on from the prior question. It's not about the network, it's not about the cloud, it's about the solutions that we can provide the customers where they are, right? And if they're on their mobile phone or they're in their factory floor, you know, they're looking to accelerate their business. They're looking to accelerate their value. They're looking to create greater safety for their employees. That's what we can do with these technologies. So in fact, when we came out with, you know, our announcement for integrated private wireless, right? It really was about industry solutions. It really isn't about, you know, the cloud or the network. It's about how you can leverage those technologies, that continuum, to deliver you value. >> You know, it's interesting you say that, 'cause again, when we were interviewing Adam Selipsky, everybody, you know, all journalists analysts want to know, how's Adam Selipsky going to be different from Andy Jassy, what's the, what's he going to do to Amazon to change? And he said, listen, the real answer is Amazon has changed. If Andy Jassy were here, we'd be doing all, you know, pretty much the same things. Your point about 17 years ago, the cloud was S3, right, and EC2. Now it's got to evolve to be solutions. 'Cause if that's all you're selling, is the bespoke services, then you know, the future is not as bright as the past has been. And so I think it's key to look for what are those outcomes or solutions that customers require and how you're going to meet 'em. And there's a lot of challenges. >> You continue to build value on the value that you've brought, and you don't lose sight of why that value is important. You carry that value proposition up the stack, but the- what you're delivering, as you said, becomes maybe a bigger or or different. >> And you are getting more solution oriented. I mean, you're not hardcore solutions yet, but we're seeing more and more of that. And that seems to be a trend. We've even seen in the database world, making things easier, connecting things. Not really an abstraction layer, which is sort of antithetical to your philosophy, but it creates a similar outcome in terms of simplicity. Yeah, you're smiling 'cause you guys always have a different angle, you know? >> Yeah, we've had this conversation. >> It's right, it's, Jassy used to say it's okay to be misunderstood. >> That's Right. For a long time. >> Yeah, right, guys, thanks so much for coming to theCUBE. I'm so glad we could make this happen. >> It's always good. Thank you. >> Thank you so much. >> All right, Dave Nicholson, for Lisa Martin, Dave Vellante, John Furrier in the Palo Alto studio. We're here at the Fira, wrapping out MWC23. Keep it right there, thanks for watching. (upbeat music)

Published Date : Mar 2 2023

SUMMARY :

that drive human progress. banging out all the news. and thank you for bringing the way they used to consume WiFi. but available for people like you and I, or just the coincidence that you're in DC and you have the FCC excited to have you on theCUBE. and you know, we've been the cloud model into telco, and saying, but we can make it straightforward. that you could partition, And the same way that enterprise Jump in Dave, by the way. that need to be physically at the edge. They'll even say multicloud AWS felt that the growth trajectory I mean, just to explain from- and all the models that AWS team did. the compute, networking You Got this thing about cloud, not cloud, just say that okay. on the edge, right? But the ability to bring the experience, but that gives you like of the future-ready telco, And in fact, the programmability 5G is like the dot So what do you guys think of ChatGPT? to ChatGPT. And so, you know, you'll often and I know you guys have some stuff it's exciting. Siri is an idiot compared to Alexa. and I won't judge either one. You don't need, you could Are the problems you that the enterprise is taking control. that continuum, to deliver you value. is the bespoke services, then you know, and you don't lose sight of And that seems to be a trend. it's okay to be misunderstood. For a long time. so much for coming to theCUBE. It's always good. in the Palo Alto studio.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave NicholsonPERSON

0.99+

Dave VellantePERSON

0.99+

Marine CorpsORGANIZATION

0.99+

Adam SelipskyPERSON

0.99+

Lisa MartinPERSON

0.99+

AWSORGANIZATION

0.99+

National Science FoundationORGANIZATION

0.99+

WaynePERSON

0.99+

Iyad TaraziPERSON

0.99+

Dave NicholsonPERSON

0.99+

Jose Maria AlvarezPERSON

0.99+

Thomas KurianPERSON

0.99+

AmazonORGANIZATION

0.99+

VerizonORGANIZATION

0.99+

Andy JassyPERSON

0.99+

Federated WirelessORGANIZATION

0.99+

Wayne DusoPERSON

0.99+

$15QUANTITY

0.99+

OctoberDATE

0.99+

Satya NadellaPERSON

0.99+

John FurrierPERSON

0.99+

17 yearsQUANTITY

0.99+

MondayDATE

0.99+

TelefonicaORGANIZATION

0.99+

DARPAORGANIZATION

0.99+

ArlingtonLOCATION

0.99+

Larry EllisonPERSON

0.99+

Virginia TechORGANIZATION

0.99+

DavePERSON

0.99+

SiriTITLE

0.99+

fiveQUANTITY

0.99+

Palo AltoLOCATION

0.99+

fourQUANTITY

0.99+

Washington, DCLOCATION

0.99+

siliconangle.comOTHER

0.99+

FCCORGANIZATION

0.99+

BarcelonaLOCATION

0.99+

Dell TechnologiesORGANIZATION

0.99+

JassyPERSON

0.99+

DCLOCATION

0.99+

OneQUANTITY

0.99+

telcoORGANIZATION

0.98+

thecube.netOTHER

0.98+

this weekDATE

0.98+

second announcementQUANTITY

0.98+

three years earlierDATE

0.98+

Ken Byrnes, Dell Technologies & David Trigg, Dell Technologies | MWC Barcelona 2023


 

>> Narrator: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. >> All right, welcome back to the Fira in Barcelona. This is Dave Vellante with Dave Nicholson. Day 4 of coverage MWC 23. We've been talking all week about the disaggregation of the telco networks, how telcos need to increase revenue how they're not going to let the over the top providers do it again. They want to charge Netflix, right? And Netflix is punching back. There maybe are better ways to do revenue acceleration. We're going to talk to that topic with Dave Trigg who's the Global Vice President of Telecom systems business at Dell Technologies. And Ken Burns, who's a global telecom partner, sales lead. Guys, good to see you. >> Good to see you. Great to be here. >> Dave, you heard my, you're welcome. You heard my intro. It's got to be better ways to, for the telcos to make money. How can they accelerate revenue beyond taxing Netflix? >> Yeah, well, well first of all, sort of the promise of 5G, and a lot of people talk about 5G as the enterprise G. Right? So the promise of 5G is to really help drive revenue enterprise use cases. And so, it's sort of the promise of the next generation of technology, but it's not easy to figure out how we monetize that. And so we think Dell has a pretty significant role to play. It's a CEO conversation for every telco and how they accelerate. And so it's an area we're investing heavily into three different areas for telcos. One is the IT space. Dell's done that forever. 90% of the companies leaning in on that. The other places network, network's more about cost takeout. And the third area where we're investing in is working with what we call their line of businesses, but it's really their business units, right? How can we sit down with them and really understand what services do they take to market? Where do they go? So, we're making significant investments. So one way they can do it is working with Dell and and we're making big investments 'cause in most Geos we have a fairly significant sales force. We've brought in an industry leader to help us put it together. And we're getting very focused on this space and, you know, looking forward to talking more about it. >> So Ken, you know, the space inside and out, we just had at AT&T on... >> Dave Trigg: Yep. >> And they were saying we have to be hypersensitive because of our platinum brand to the use of personal information. >> Ken: Yeah. >> So we're not going to go there yet. We're not going to go directly monetize, but yet I'm thinking well, Netflix knows what I'm watching and they're making recommendations and they're, and and that's how they make money. And so the, the telcos are, are shy about doing that for right reasons, but they want to make better offers. They want to put, put forth better bundles. You know, they don't, they don't want to spend all their time trying to figure that out and not being able to change when they need to change. So, so what is the answer? If they're not going to go toward that direct monetization of data? >> Ken: Yeah. >> How do they get there? >> So I, I joined Dell in- at the end of June and brought on, as David said, to, to build and lead this what we call the line of business strategy, right? And ultimately what it is is tying together Dell technology solutions and the best of breed of what the telecoms bring to bear to solve the business outcomes of our joint customers. And there's a few jewels inside of Dell. One of it is that we have 35,000 sellers out there all touching enterprise business customers. And we have a really good understanding of what those customer needs are and you know what their outcomes needs to be. The other jewel is we have a really good understanding of how to solve those business outcomes. Dell is an open company. We work with thousands of integrators, and we have a really good insight in terms of how to solve those business outcomes, right? And so in my conversations with the telecom companies when you talk about, you know combining the best assets of Dell with their capabilities and we're all talking to the same customers, right? And if we're giving them the same story on these solutions solving business outcomes it's a beautiful thing. It's a time to market. >> What's an example of a, of a, of a situation where you'll partner with telcos that's going to drive revenue for, for both of you and value for the customer? >> Yeah, great question. So we've been laser focused on four key areas, cyber, well, let me start off with connected laptops, cyber, private mobility, and edge. Right? Now, the last two are a little bit squishy, but I'll I'll get to that in a bit, right? Because ultimately I feel like with this 5G market, we could actually make the market. And the way that we've been positioning this is almost, almost on a journey for IOT. When we talk about laptops, right? Dell is the, is the number one company in the world to sell business laptops. Well, if we start selling connected laptops the telcos are starting to say, well, you know what? If all of those laptops get connected to my network, that's a ton of 5G activations, right? We have the used cases on why having a connected workforce makes sense, right? So we're sharing that with the telcos to not simply sell a laptop, but to sell the company on why it makes sense to have that connected workforce. >> Dave Vellante: Why does it make sense? It could change the end customer. >> Ken: Yeah. So, you know, I'm probably not the best to answer that one right? But, but ultimately, you know Dell is selling millions and millions of laptops out there. And, and again, the Verizon's, the AT&T's, the T-mobile's, they're seeing the opportunity that, you know, connecting those laptops, give those the 5G activations right? But Dave, you know, the way that we've been positioning this is it's not simply a laptop could be really a Trojan horse into this IOT journey. Because ultimately, if you sell a thousand laptops to an enterprise company and you're connecting a thousand of their employees, you're connecting people, right? And we can give the analytics around that, what they're using it for, you know, making sure that the security, the bios, all of that is up to date. So now that you're connecting their people you could open up the conversation to why don't we we connect your place and, you know, allowing the telecom companies to come in and educate customers and the Dell sales force on why a private 5G mobility network makes sense to connecting places. That's a great opportunity. When you connect the place, the next part of that journey is connecting things in that place. Robotics, sensors, et cetera, right? And, and so really, so we're on the journey of people, places, things. >> So they got the cyber angle angle in there, Dave. That, that's clear benefit. If you, you know, if you got all these bespoke laptops and they're all at different levels you're going to get, you know, you're going to get hacked anyway. >> Ken: That's right. >> You're going to get hacked worse. >> Yeah. I'm curious, as you go to market, do you see significant differences? You don't have to name any names, but I imagine that there are behemoths that could be laggards because essentially they feel like they're the toll booth and all they have to do is collect, keep collecting the tolls. Whereas some of the smaller, more nimble, more agile entities that you might deal with might be more receptive to this message. That seems to be the sort of way the circle of life are. Are you seeing that? Are you seeing the big ones? Are you seeing the, you know, the aircraft carriers realizing that we got to turn into the wind guys and if we don't start turning into the wind now we're going to be in trouble. >> So this conference has been absolutely fantastic allowing us to speak with, you know, probably 30 plus telecom operators around this strategy, right? And all of the big guys, they've invested hundreds of billions of dollars in their 5G network and they haven't really seen the ROI. So when we're coming into them with a story about how Dell can help monetize their 5G network I got to tell you they're pretty excited >> Dave Nicholson: So they're receptive? >> Oh my God. They are very receptive >> So that's the big question, right? I mean is, who's, is anybody ever going to make any money off of 5G? And Ken, you were saying that private mobility and edge are a little fuzzy but I think from a strategy standpoint I mean that is a potential gold mine. >> Yeah, but it, for, for lot of the telcos and most telcos it's a pretty significant shift in mentality, right? Cause they are used to selling sim cards to some degree and how many sim cards are they selling and how many, what other used cases? And really to get to the point where they understand the use case, 'cause to get into the enterprise to really get into what can they do to help power a enterprise business more wholly. They've got to understand the use case. They got to understand the more complete solution. You know, Dell's been doing that for years. And that's where we can bring our Salesforce, our capabilities, our understanding of the customer. 'cause even your original question around AT&T and trying to understand the data, that's just really a how do you get better understanding of your customer, right? >> Right. Absolutely. >> And, and combined we're better together 'cause we bring a more complete picture of understanding our customers and then how can we help them understand what the edge is. Cause nobody's ever bought an Edge, right? They're buying an Edge to get a business outcome. You know, back in the day, nobody ever bought a data lake, right? Like, you know, they're buying an outcome. They want to use, use that data lake or they want to use the edge to deliver something. They want to use 5G. And 5G has very real capabilities. It's got intrinsic security, which, you know a lot of the wifi doesn't. It's got guaranteed on time, you know, for areas where you can't lose connectivity: autonomous vehicles, et cetera. So it's got very real capabilities that helps deliver that outcome. But you got to be able to translate that into the en- enterprise language to help them solve a problem. And that's where we think we need the help of the telcos. I think the telcos we can help them as well and, and really go drive that outcome. >> So Dell's bringing its go to market expertise and its technology. The telcos obviously have the the connectivity piece and what they do. There's no overlap in terms of the... >> Yeah. >> The, the equipment and the software that you're selling. I mean, they're going to, they're going to take your equipment and create new networks. Beautiful. And, and it's interesting you, like, you think about how Dell has transformed prior to EMC, Dell was, you know, PC maker with a subpar enterprise business, right? Kind of a wannabe enterprise business. Sorry Dell, it's the truth. And then EMC was largely, you know, a company sold storage boxes, but you owned VMware and then brought those two together. Now all of a sudden you had Dell powerhouse leader and Michael Dell, you had VMware incredibly strategic and important and it got EMC with amazing go to market. All of a sudden this Dell, Dell technologies became incredibly attractive to CIOs, C-level executives, board level. And you've come out of that transition VMware's now a separate company, right? And now, but now you have these relationships and you got the shops to be able to go into these edge locations at companies And actually go partner with the telcos. And you got a very compelling value proposition. >> Well, it's been interesting as in, in this show, again most telcos think of Dell as a server provider, you know? Important, but not overly strategic in their journey. But as we've started to invest in this business we've started to invest in things like automation. We've brought together things in our Infra Blocks and then we help them develop revenue. We're not only helping 'em take costs out of their network we're not helping 'em take risk out of deploying that network. We're helping them accelerate the deployment of that network. And then we're helping 'em drive revenue. We are having, you know, they're starting to see us in a new light. Not done yet, but, you know, you can start to see, one, how they're looking at Dell and two, and then how we can go to market. And you know, a big part of that is helping 'em drive and generate revenue. >> Yeah. Well, as, as a, as a former EMC person myself, >> Yeah? >> I will assert that that strategic DNA was injected into Dell by the acquisition of, of EMC. And I'm sticking... >> I won't say that. Okay I'll believe you on that. >> I'm sticking with the story. And it makes sense when you think about moving up market, that's the natural thing. What's, what's what's nearly impossible is to say, we sell semi-trucks but we want to get into the personal pickup truck market. That's that, that doesn't work. Going the other way works. >> Dave Trigg: Yeah. >> Now, now back to the conversation that you had with, with, with AT&T. I'm not buying this whole, no offense to AT&T, but I'm not buying this whole story that, you know, oh we're concerned about our branded customer data. That sounds like someone who's a little bit too comfortable with their existing revenue stream. If I'm out there, I want to be out partnering with folks who are truly aggressive about, about coming up with the next cool thing. You guys are talking about being connected in a laptop. Someone would say, well I got wifi. No, no, no. I'm thinking I want to sim in my laptop cause I don't want to screw around with wifi. Okay, fine. If I know I'm going to be somewhere with excellent wifi connectivity, great. But most of the time it's not excellent. >> That's right. >> So the idea that I could maybe hit F2 and have it switch over to my sim and know that anywhere that I've got coverage, I have high speed connections. Just the convenience of that. >> Ken: Absolutely. >> I'd pay extra for that as an end user consumer. >> Absolutely. >> And I pay for the service. >> Like I tell you, if it interests AT&T I think it's more not, they ask, they're comfortable. They don't know how to monetize that data. Now, of course, AT&T has a media >> Dave Nicholson: Business necessity is the mother of invention. If they don't see the necessity then they're not going to think about it. >> It's a mentality shift. Yes, but, but when you start talking about private mobility and edge, there's there's no concern about personal information there. You're going in with basically a business transformation. Hey, your, your business is, is not, not digital. It's not automated. Now we're going to automate that and digitize that. It's like the, the Dell booth with the beer guys. >> Right. >> You saw that, right? >> I mean that's, I mean that's a simple application. Yeah, a perfect example of how you network and use this technology. >> I mean, how many non-digital businesses are that that need to go digital? >> Dave Nicholson: Like, hundred percent of them. >> Everyone. >> Dave Nicholson: Pretty much. >> Yeah. And this, and this jewel that we have inside of Dell our global industries group, right, where we're investing really heavily in terms of what is the manufacturing industry looking for retail, finance, et cetera. So we have a CTO that came in, that it would be the CTO of manufacturing that gives us a really good opportunity to go to at AT&T or to Verizon or any telco out there, right? To, to say, these are the outcomes. There's Dell technology already in place. How do we connect it to your network? How do we leverage your assets, your manager professional services to provide a richer experience? So it's, there's, you said before Dave, there's really no overlap between Dell and, and our telecom partners. >> You guys making some serious investments here. I mean I, I've been, I was been critical over the years of, hey, you can't just take an X86 block, put a name on it that says edge something and throw it over the fence because that's what you were doing. >> Dave Trigg: And we would agree. >> Yeah. Right. But, of course, but that's all you had at the time. And so you put some... >> We may not have agreed then, but we would agree. >> You bought, brought some people in, you know, like Ken, who really know the business. You brought people into the technical side and you can really see it happening. It's not going to happen overnight. You know, I mean, you know if I were an investor in Dell, I'd be like, okay when are you going to start making money at this business? I'd be like, be patient. You know, it's going to take some time but look at the TAM. >> Yep. >> You know, you guys do a good, good TAM. Tennis is a pro at this stuff. >> We've been at, we've been at this two, three years and we're just now coming with some real material products. You've seen our server line really start to get more purpose-built, really start to get in there as we've started to put out some software that allows for quicker automation, quicker deployments. We have some telcos that are using it to deploy at 10,000 locations. They're literally turning up thousands of locations a week. And so yeah, we're starting to put out some real capability. Got a long way to go. A lot of exciting things on the roadmap. But to your point, it doesn't, you know the ship doesn't turn overnight, you know. >> It could be a really meaningful portion of Dell's business. I'm, I'm excited for the day that Tom Sweet starts reporting on it. Here's our telco business. Yeah. The telco business. But that's not going to happen overnight. But you know, Dell's pretty good at things like ROI. And so you guys do a lot of planning a lot of TAM analysis, a lot of technical analysis, bringing the ecosystem together. That's what this business needs. I, I just don't, it's, it feels unstoppable. You know, you're at this show everybody recognizes the need to open up. Some telcos are moving faster than others. The ones that move faster are going to disrupt. They're going to probably make some mistakes, you know but they're going to get there first. >> Well we've, we've seen the disruptors are making some mistakes and are kind of re- they're already at the phase where they're reevaluating, you know, their approach. Which is great. You know, you, you learn and adjust. You know, you run into a wall, you, you make a turn. And the interesting thing, one of the biggest learnings I've taken out of the show is talking to a bunch of the telcos that are a little bit more of the laggards. They're like, Nope, we, we don't believe in open. We don't think we can do it. We don't have the skillset. They're maybe in a geo that it's hard to find the skillset. As they've been talking to us, and we've been talking about, there's almost a glimmer of hope. They're not convinced yet, but they're like, well wait, maybe we can do this. Maybe open, you know, does give us choice. Maybe it can help us accelerate revenue. So it's been interesting to see a little bit of the, just a little bit, but a little bit of that shift. >> We all remember at 2010, 2011, you talked to banks and financial services companies about, the heck, the Cloud is happening, the Cloud's going to take over the world. We're never going to go into the Cloud. Now they're the biggest, you know Capital One's launching Cloud businesses, Western Union, I mean, they're all in the cloud, right? I mean, it's the same thing's going to happen here. Might, it might take a different pattern. Maybe it takes a little longer, but it's, it's it's a fate are completely >> I was in high school then, so I don't remember all that. >> Sorry, Dave. >> Wow, that was a low blow, like you know? >> But, but the, but the one thing that is for sure there's money to be made convincing people to get off of the backs of the dinosaurs they're riding. >> Dave Vellante: That's right. >> And also, the other thing that's a certainty is that it's not easy. And because it's not easy, there's opportunity there. So I know, I know it's, it, it, it, it, it all sounds great to talk about the the wonderful vision of the future, but I know how hard the the road is that you have to go down to get people, especially if you're comfortable with the revenue stream, if you're comfortable running the plumbing. If you're so comfortable that you can get up on stage and say, I want more money from you to pump your con- your content across my network. I love the Netflix retort, right Dave? >> Yeah, totally Dave. And, but the, the other thing is, telco's a great business. It's, they got monopolies that print money. So... >> Dave Nicholson: It's rational. It's rational. I understand. >> There's less of an incentive to move but what's going to be the incentive is guys like Dish Network coming in saying, we're going to, we're going to disrupt, we're going to build new apps. >> That's right. >> Yeah. >> Well and it's, you know, revenue acceleration, the board level, the CEO level know that they have to, you know, do things different. But to your point, it's just hard, and there's so much gravity there. There's hundreds of years literally of gravity of how they've operated their business. To your point, a lot of them, you know, lot- most of 'em were regulated and most Geos around the world at one point, right? They were government owned or government regulated entities. It's, it's a big ship to turn and it's really hard. We're not claiming we can help them turn the ship overnight but we think we can help evolve them. We think we can go along with the journey and we do think we are better together. >> IT the network and the line of business. Love the strategy. Guys, thanks so much for coming in theCUBE. >> Thank you so much. >> Thank you. >> All right, for Dave, Nicholson, Dave Vellante here, John Furrier is in our Palo Alto studio banging out all the news, keep it right there. TheCUBE's coverage of MWC 23. We'll be right back.

Published Date : Mar 2 2023

SUMMARY :

that drive human progress. of the telco networks, how Great to be here. for the telcos to make money. 90% of the companies leaning in on that. So Ken, you know, the space of our platinum brand to the If they're not going to go toward that of how to solve those business outcomes. the telcos are starting to the end customer. allowing the telecom companies to come in and they're all at different levels and all they have to do is collect, I got to tell you they're pretty excited So that's the big question, right? And really to get Right. a lot of the wifi doesn't. the connectivity piece and what they do. And then EMC was largely, you know, And you know, a big part a former EMC person myself, into Dell by the acquisition I'll believe you on that. And it makes sense when you think about But most of the time it's not excellent. So the idea that I could I'd pay extra for that They don't know how to monetize that data. then they're not going to think about it. Yes, but, but when you start talking Yeah, a perfect example of how you network Dave Nicholson: Like, a really good opportunity to over the years of, hey, you And so you put some... then, but we would agree. You know, it's going to take some time You know, you guys do a good, good TAM. the ship doesn't turn overnight, you know. everybody recognizes the need to open up. of the telcos that are a little the Cloud's going to take over the world. I was in high school then, there's money to be made the road is that you have that print money. I understand. There's less of an incentive to move of them, you know, lot- the line of business. banging out all the news,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

DavePERSON

0.99+

Ken BurnsPERSON

0.99+

Dave NicholsonPERSON

0.99+

Dave TriggPERSON

0.99+

KenPERSON

0.99+

VerizonORGANIZATION

0.99+

Dave VellantePERSON

0.99+

DellORGANIZATION

0.99+

AT&TORGANIZATION

0.99+

NicholsonPERSON

0.99+

Ken ByrnesPERSON

0.99+

AT&T.ORGANIZATION

0.99+

David TriggPERSON

0.99+

millionsQUANTITY

0.99+

NetflixORGANIZATION

0.99+

Tom SweetPERSON

0.99+

Capital OneORGANIZATION

0.99+

90%QUANTITY

0.99+

Dell TechnologiesORGANIZATION

0.99+

EMCORGANIZATION

0.99+

2010DATE

0.99+

10,000 locationsQUANTITY

0.99+

Dish NetworkORGANIZATION

0.99+

VMwareORGANIZATION

0.99+

Michael DellPERSON

0.99+

Palo AltoLOCATION

0.99+

bothQUANTITY

0.99+

thousandsQUANTITY

0.99+

35,000 sellersQUANTITY

0.99+

twoQUANTITY

0.99+

BarcelonaLOCATION

0.99+

hundred percentQUANTITY

0.99+

John FurrierPERSON

0.99+

30 plus telecom operatorsQUANTITY

0.99+

three yearsQUANTITY

0.99+

Abdullah Abuzaid, Dell Technologies & Gil Hellmann, Wind River | MWC Barcelona 2023


 

(intro music) >> Narrator: "theCUBE's" live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (gentle music) >> Hey everyone, welcome back to "theCUBE," the leader in live and emerging tech coverage. As you well know, we are live at MWC23 in Barcelona, Spain. Lisa Martin with Dave Nicholson. Day three of our coverage, as you know, 'cause you've been watching the first two days. A lot of conversations about ecosystem, a lot about disruption in the telco industry. We're going to be talking about Open RAN. You've heard some of those great conversations, the complexities, the opportunities. Two guests join Dave and me. Abdullah Abuzaid, Technical Product Manager at Dell, and Gil Hellmann, VP Telecom Solutions Engineering and Architecture at Wind River. Welcome to the program guys. >> Thank you. >> Nice to be here. >> Let's talk a little bit about Dell and Wind River. We'll each ask you both the same question, and talk to us about how you're working together to really address the complexities that organizations are having when they're considering moving from a closed environment to an open environment. >> Definitely. Thank you for hosting us. By end of the day, the relationship between Dell and Wind River is not a new. We've been collaborating in the open ecosystem for long a time enough. And that's one of the, our partnership is a result of this collaboration where we've been trying to make more efficient operation in the ecosystem. The open environment ecosystem, it has the plus and a concern. The plus of simplicity, choice of multiple vendors, and then the concern of complexity managing these vendors. Especially if we look at examples for the Open RAN ecosystem, dealing with multiple vendors, trying to align them. It bring a lot of operational complexity and TCO challenges for our customers, from this outcome where we build our partnership with Wind River in order to help our customer to simplify, or run deployment, operation, and lifecycle management and sustain it. >> And who are the customers, by the way? >> Mainly the CSP customers who are targeting Open RAN and Virtual RAN deployments. That digital transformation moving towards unified cloud environment, or a seamless cloud experience from Core to RAN, these are the customers we are working with them. >> You'll give us your perspective, your thoughts on the partnership, and the capabilities that you're enabling, the CSPs with that. >> Sure. It's actually started last year here in Barcelona, when we set together, and started to look at the, you know, the industry, the adoption of Open RAN, and the challenges. And Open RAN brings a lot of possibilities and benefit, but it does bring a lot of challenges of reintegrating what you desegregate. In the past, you purchase everything from one vendor, they provide the whole solution. Now you open it, you have different layers. So if you're looking at Open RAN, you have, I like to look at it as three major layers, the management, application, and the infrastructure. And we're starting to look what are the challenges. And the challenges of integration, of complexity, knowledge that operator has with cloud infrastructure. And this is where we basically, Dell and Winder River set together and say, "How can we ease this? "How we can make it simpler?" And we decided to partner and bring a joint infrastructure solution to market, that's not only integrated at a lab at the factory level, but it basically comes with complete lifecycle management from the day zero deployment, through the day two operation, everything done through location, through Dell supported, working out of the box. So basically taking this whole infrastructure layer integration pain out, de-risking everything, and then continuing from there to work with the ecosystem vendor to reintegrate, validate the application, on top of this infrastructure. >> So what is the, what is the Wind River secret sauce in this, in this mix, for folks who aren't familiar with what Wind River does? >> Yes, absolutely. So Wind River, for many, many don't know, we're in business since 1981. So over 40 years. We specialize high performance, high reliability infrastructure. We touch every aspect of your day and your life. From the airplane that you fly, the cars, the medical equipment. And if we go into the telco, most of the telco equipment that it's not virtualized, not throughout the fight today, using our operating system. So from all the leading equipment manufacturers and even the smaller one. And as the world started to go into desegregation in cloud, Wind River started to look at this and say, "Okay, everything is evolving. Instead of a device that included the application, the hardware, everything fused together, it's now being decomposed. So instead of providing the operating environment to develop and deploy the application to the device manufacturer, now we're providing it basically to build the cloud. So to oversimplify, I call it a cloud OS, okay. It's a lot more than OS, it's an operating environment. But we took basically our experience, the same experience that, you know, we used in all those years with the telco equipment manufacturer, and brought it into the cloud. So we're basically providing solution to build an on-premises scalable cloud from the core all the way to the far edge, that doesn't compromise reliability, doesn't compromise performance, and address all the telco needs. >> So I, Abdullah, maybe you can a answer this. >> Yeah. >> What is the, what does the go-to-market motion look like, considering that you have two separate companies that can address customers directly, separately. What does that, what does that look like if you're approaching a possible customer who is, who's knocking on the door? >> How does that work? >> Exactly. And this effort is a Dell turnkey sales service offering, or solution offering to our customers. Where Dell, in collaboration with Wind River, we proactively validate, integrate, and productize the solution as engineered system, knock door on our customer who are trying to transform to Open RAN or open ecosystem. We can help you to go through that seamless experience, by pre-validating with whatever workload you want to introduce, enable zero touch provisioning, and during the day one deployment, and ensure we have sustainable lifecycle management throughout the lifecycle of the product in, in operate, in operational network, as well as having a unified single call of support from Dell side. >> Okay. So I was just going to ask you about support. So I'm a CSP, I have the solution, I go to Dell for support. >> Exactly. >> Okay. So start with Dell, and level one, level two. And if there are complex issues related to the cloud core itself, then Wind River will be on our back supporting us. >> Talk a little bit about a cust, a CSP example that is, is using the technology, and some of the outcomes that they're able to achieve. I'd love to get both of your perspectives on that. >> Vodafone is a great example. We're here in Barcelona. Vodafone is the first ora network in Europe, and it's using our joint solution. >> What are some of the, the outcomes that it's helping them to achieve? >> Faster time to market. As you see, they already started to deploy the ORAN in commercial network, and very successful in the trials that they did last year. We're also not stopping there. We're evolving, working with them together to improve like stuff around energy efficiency. So continue to optimize. So the outcome, it's just simplifying it, and you know, ready to go. Using experience that we have, Wind River is powering the first basically virtualized RAN 5G network in the world. This is with Verizon. We're at the very large scale. We started this deployment in late '20 and '19, the first site. And then through 2020 to 2022, we basically rolled in large scale. We have a lot of experience learning from it, which what we brought into the table when we partnered with Dell. A lot of experience from how you deploy at scale. Many sites from a central location, updates, upgrade. So the whole day two operation, and this is coming to bearing the solution that basically Vodafone is deploying now, and which allowed them... If I, if I look at my engagement with Verizon, started years before we started. And it took quite some time until we got stuff running. And if you look at the Vodafone time schedule, was significantly compressed compared to the Verizon first deployment. And I can tell you that there are other service providers that were announced here by KDI, for example. It's another one moving even faster. So it's accelerating the whole movement to Ora. >> We've heard a lot of acceleration talk this week. I'd love to get your perspective, Abdullah, talking about, you know, you, you just mentioned two huge names in Telco, Vodafone and Verizon. >> Yep. >> Talk a little bit about Dell's commitment to helping telecommunications companies really advance, accelerate innovation so that all of us on the other end have this thing that just works wherever we are 24 by 7. >> Not exactly. And this, we go back to the challenges in Open ecosystem. Managing multiple vendors at the same time, is a challenge for our customers. And that's why we are trying to simplify their life cycle by have, by being a trusted partner, working with our customer through all the journey. We started with Dish in their 5G deployment. Also with Vodafone. We're finding the right partners working with them proactively before getting into, in front of the customer to, we've done our homework, we are ready to simplify the process for you to go for it. If you look at the RAN in particular, we are talking with the 5g. We have ran the simplification, but they still have on the other side, limited resources and skillset can support it. So, bringing a pro, ahead of time engineer system, with a zero touch of provisioning enablement, and sustainable life cycle management, it lead to the faster time to market deployment, TCO savings, improved margins for our customers, and faster business revenue for their end users. >> Solid outcomes. >> And, and what you just just described, justifies the pain associated with disaggregating and reintegrating, which is the way that Gill referenced it, which I think is great because you're not, you're not, you're not re-aggregating, (laughs) you're reintegrating, and you're creating something that's better. >> Exactly. >> Moving forward. Otherwise, why would you do it? >> Exactly. And if you look at it, the player in the ecosystem, you have the vendors, you have the service integrators, you have the automation enablers, but kind of they are talking in silos. Everyone, this is my raci, this is what I'm responsible for. I, I'm not able, I don't want to get into something else while we are going the extra mile by working proactively in that ecosystem to... Let's bring brains together, find out what's one plus one can bring three for our customers, so we make it end-to-end seamless experience, not only on the technical part, but also on the business aspect side of it. >> So, so the partnership, it's about reducing the pen. I will say eliminating it. So this is the, the core of it. And you mentioned getting better coverage for your phone. I do want to point out that the phones are great, but if you look at the premises of a 5G network, it's to enable a lot more things that will touch your life that are beyond the consumer and the phone. Stuff like connected vehicles. So for example, something as simple as collision avoidance, the ability for the car that goes in front of you to be able to see what's happening and broadcast this information to the car behind that have no ability to see it. And basically affect our life in a way that makes our driving safer. And for this, you need a ultra low, reliable low latency communication. You need a 5G network. >> I'm glad you brought that up, because you know, we think about, "Well we just have to be connected all the time." But those are some of the emerging technologies that are going to be potentially lifesaving, and, and really life transforming that you guys are helping to enable. So, really great stuff there, but so much promise coming down the road. What's next for Dell and Wind River? And, and when you're in conversations with prospective CSP's, what is the superpower that you deliver together? I'd love to get both of your perspectives. >> So, if you look at it, number one, customers look at it, last savings and their day-to-day operation. In 5G nature, we are talking the introduction of ORAN. This is still picking up. But there is a mutualization and densification of ORAN. And this is where we're talking on monetizing my deployment. Then the third phase, we're talking sustainability and advanced service introduction. Where I want to move not only ORAN, I want to bring the edge at the same side, I want to define the advanced use cases of edge, where it enables me with this pre-work being done to deliver more services and better SLA services. By end of the day, 5G as a girl mentioned earlier, is not about a good better phone coverage, or a better speed robot, but what customized SLA's I can deliver. So it enables me to deliver different business streams to my end users. >> Yeah. >> So yeah. I will say there are two pens. One, it's the technology side. So for an example, energy efficiency. It's a very big pin point. And sustainability. So we work a lot around this, and basically to advance this. So if you look at the integrated solution today, it's very highly optimized for resource consumption. But to be able to more dynamically be able to change your power profile without compromising the SLA. So this is one side. The other side, it's about all those applications that will come to the 5G network to make our life better. It's about integrating, validating, certifying those applications. So, it's not just easy to deploy an ORAN network, but it's easy to deploy those applications. >> I'd be curious to get your perspective on the question of ROI in this, in this space. Specifically with the sort of the macro headwinds (clears throat) the economies of the world are facing right now, if you accept that. What does the ROI timeline look like when you're talking about moving towards ORAN, adopting VRAN, an amazing, you know, a plethora of new services that can be delivered, but will these operators have the appetite to take that, make that investment and take on that risk based upon the ROI time horizon? Any thoughts on that? >> Yeah. So if you look at the early days or ORAN introduction in particular, most of the entrepreneurs of ORAN and Virtual RAN ran into the challenges of not only the complexity of open ecosystem, but the integration, is like the redos of the work. And that's where we are trying to address it via pre-engineered system or building an engineer system proactively before getting it to the customers. Per our result or outcomes we get, we are talking about 30 to 50% savings on the optics. We are talking 110 ROI for our customers, simply because we are reducing the redos, the time spent to discover and explore. Because we've done that rework ahead of time, we found the optimization issues. Just for example, any customer can buy the same components from any multiple vendors, but how I can bring them together and give, deliver for me the best performance that I can fully utilize, that's, that's where it brings the value for our customer, and accelerate the deployment and the operation of the network. >> Do you have anything to add before we close in the next 30 seconds? >> Yeah. Yeah. (laughs) >> Absolutely. I would say, we start to see the data coming from two years of operation at scale. And the data supports performance. It's the same or better than traditional system. And the cost of operation, it's as good or better than traditional. Unfortunately, I can't provide more specific data. But the point is, when something is unknown in the beginning, of course you're more afraid, you take more conservative approach. Now the data starts to flow. And from here, the intention needs to go even better. So more efficiency, so cost less than traditional system, both to operate as well as to build up. But it's definitely the data that we have today says, the, ORAN system is at part, at the minimum. >> So, definite ROI there. Guys, thank you so much for joining Dave and me talking about how you're helping organizations not just address the complexities of moving from close to open, but to your point, eliminating them. We appreciate your time and, and your insights. >> Thank you. >> All right. For our guests and for Dave Nicholson, I'm Lisa Martin. You're watching "theCUBE," the leader in live and emerging tech coverage. Live from MWC23. We'll be back after a short break. (outro music)

Published Date : Mar 1 2023

SUMMARY :

that drive human progress. in the telco industry. and talk to us about how By end of the day, Mainly the CSP and the capabilities that you're enabling, In the past, you purchase From the airplane that you fly, the cars, you can a answer this. considering that you have and during the day one deployment, So I'm a CSP, I have the solution, issues related to the and some of the outcomes Vodafone is the first and this is coming to bearing the solution I'd love to get your Dell's commitment to helping front of the customer to, justifies the pain associated with Otherwise, why would you do it? but also on the business that are beyond the but so much promise coming down the road. By end of the day, 5G as and basically to advance this. of the macro headwinds the time spent to discover and explore. (laughs) Now the data starts to flow. not just address the the leader in live and

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave NicholsonPERSON

0.99+

DavePERSON

0.99+

Lisa MartinPERSON

0.99+

VodafoneORGANIZATION

0.99+

TelcoORGANIZATION

0.99+

VerizonORGANIZATION

0.99+

DellORGANIZATION

0.99+

Abdullah AbuzaidPERSON

0.99+

EuropeLOCATION

0.99+

Wind RiverORGANIZATION

0.99+

BarcelonaLOCATION

0.99+

AbdullahPERSON

0.99+

Gil HellmannPERSON

0.99+

last yearDATE

0.99+

Dell TechnologiesORGANIZATION

0.99+

two yearsQUANTITY

0.99+

telcoORGANIZATION

0.99+

110 ROIQUANTITY

0.99+

2020DATE

0.99+

Two guestsQUANTITY

0.99+

threeQUANTITY

0.99+

1981DATE

0.99+

2022DATE

0.99+

Winder RiverORGANIZATION

0.99+

first siteQUANTITY

0.99+

two pensQUANTITY

0.99+

over 40 yearsQUANTITY

0.99+

KDIORGANIZATION

0.99+

GillPERSON

0.99+

bothQUANTITY

0.99+

Open RANTITLE

0.99+

Barcelona, SpainLOCATION

0.99+

todayDATE

0.99+

OneQUANTITY

0.99+

late '20DATE

0.99+

24QUANTITY

0.98+

third phaseQUANTITY

0.98+

7QUANTITY

0.98+

first two daysQUANTITY

0.98+

firstQUANTITY

0.98+

eachQUANTITY

0.98+

one vendorQUANTITY

0.98+

50%QUANTITY

0.98+

two separate companiesQUANTITY

0.98+

Open RANTITLE

0.98+

oneQUANTITY

0.97+

one sideQUANTITY

0.97+

first deploymentQUANTITY

0.97+

three major layersQUANTITY

0.97+

telORGANIZATION

0.96+

Day threeQUANTITY

0.96+

DishORGANIZATION

0.95+

'19DATE

0.95+

ORANTITLE

0.95+

Day 2 MWC Analyst Hot Takes  MWC Barcelona 2023


 

(soft music) >> Announcer: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat music) >> Welcome back to Spain, everybody. We're here at the Fira in MWC23. Is just an amazing day. This place is packed. They said 80,000 people. I think it might even be a few more walk-ins. I'm Dave Vellante, Lisa Martin is here, David Nicholson. But right now we have the Analyst Hot Takes with three friends of theCUBE. Chris Lewis is back again with me in the co-host seat. Zeus Kerravala, analyst extraordinaire. Great to see you, Z. and Sarbjeet SJ Johal. Good to see you again, theCUBE contributor. And that's my new name for him. He says that is his nickname. Guys, thanks for coming back on. We got the all male panel, sorry, but it is what it is. So Z, is this the first time you've been on it at MWC. Take aways from the show, Hot Takes. What are you seeing? Same wine, new bottle? >> In a lot of ways, yeah. I mean, I was talking to somebody this earlier that if you had come from like MWC five years ago to this year, a lot of the themes are the same. Telco transformation, cloud. I mean, 5G is a little new. Sustainability is certainly a newer theme here. But I think it highlights just the difficulty I think the telcos have in making this transformation. And I think, in some ways, I've been unfair to them in some degree 'cause I've picked on them in the past for not moving fast enough. These are, you know, I think these kind of big transformations almost take like a perfect storm of things that come together to happen, right? And so, in the past, we had technologies that maybe might have lowered opex, but they're hard to deploy. They're vertically integrated. We didn't have the software stacks. But it appears today that between the cloudification of, you know, going to cloud native, the software stacks, the APIs, the ecosystems, I think we're actually in a position to see this industry finally move forward. >> Yeah, and Chris, I mean, you have served this industry for a long time. And you know, when you, when you do that, you get briefed as an analyst, you actually realize, wow, there's a lot of really smart people here, and they're actually, they have challenges, they're working through it. So Zeus was saying he's been tough on the industry. You know, what do you think about how the telcos have evolved in the last five years? >> I think they've changed enormously. I think the problem we have is we're always looking for the great change, the big step change, and there is no big step change in a way. What telcos deliver to us as individuals, businesses, society, the connectivity piece, that's changed. We get better and better and more reliable connectivity. We're shunting a load more capacity through. What I think has really changed is their attitude to their suppliers, their attitude to their partners, and their attitude to the ecosystem in which they play. Understanding that connectivity is not the end game. Connectivity is part of the emerging end game where it will include storage, compute, connect, and analytics and everything else. So I think the realization that they are not playing their own game anymore, it's a much more open game. And some things they will continue to do, some things they'll stop doing. We've seen them withdraw from moving into adjacent markets as much as we used to see. So a lot of them in the past went off to try and do movies, media, and a lot went way way into business IT stuff. They've mainly pulled back from that, and they're focusing on, and let's face it, it's not just a 5G show. The fixed environment is unbelievably important. We saw that during the pandemic. Having that fixed broadband connection using wifi, combining with cellular. We love it. But the problem as an industry is that the users often don't even know the connectivity's there. They only know when it doesn't work, right? >> If it's not media and it's not business services, what is it? >> Well, in my view, it will be enabling third parties to deliver the services that will include media, that will include business services. So embedding the connectivity all the way into the application that gets delivered or embedding it so the quality mechanism deliver the gaming much more accurately or, I'm not a gamer, so I can't comment on that. But no, the video quality if you want to have a high quality video will come through better. >> And those cohorts will pay for that value? >> Somebody will pay somewhere along the line. >> Seems fuzzy to me. >> Me too. >> I do think it's use case dependent. Like you look at all the work Verizon did at the Super Bowl this year, that's a perfect case where they could have upsold. >> Explain that. I'm not familiar with it. >> So Verizon provided all the 5G in the Super Bowl. They provided a lot of, they provided private connectivity for the coaches to talk to the sidelines. And that's a mission critical application, right? In the NFL, if one side can't talk, the other side gets shut down. You can't communicate with the quarterback or the coaches. There's a lot of risk at that. So, but you know, there's a case there, though, I think where they could have even made that fan facing. Right? And if you're paying 2000 bucks to go to a game, would you pay 50 bucks more to have a higher tier of bandwidth so you can post things on social? People that go there, they want people to know they were there. >> Every football game you go to, you can't use your cell. >> Analyst: Yeah, I know, right? >> All right, let's talk about developers because we saw the eight APIs come out. I think ISVs are going to be a big part of this. But it's like Dee Arthur said. Hey, eight's better than zero, I guess. Okay, so, but so the innovation is going to come from ISVs and developers, but what are your hot takes from this show and now day two, we're a day and a half in, almost two days in. >> Yeah, yeah. There's a thing that we have talked, I mentioned many times is skills gravity, right? Skills have gravity, and also, to outcompete, you have to also educate. That's another theme actually of my talks is, or my research is that to puts your technology out there to the practitioners, you have to educate them. And that's the only way to democratize your technology. What telcos have been doing is they have been stuck to the proprietary software and proprietary hardware for too long, from Nokia's of the world and other vendors like that. So now with the open sourcing of some of the components and a few others, right? And they're open source space and antenna, you know? Antennas are becoming software now. So with the invent of these things, which is open source, it helps us democratize that to the other sort of skirts of the practitioners, if you will. And that will bring in more applications first into the IOT space, and then maybe into the core sort of California, if you will. >> So what does a telco developer look like? I mean, all the blockchain developers and crypto developers are moving into generative AI, right? So maybe those worlds come together. >> You'd like to think though that the developers would understand everything's network centric today. So you'd like to think they'd understand that how the network responds, you know, you'd take a simple app like Zoom or something. If it notices the bandwidth changes, it should knock down the resolution. If it goes up it, then you can add different features and things and you can make apps a lot smarter that way. >> Well, G2 was saying today that they did a deal with Mercedes, you know this probably better than I do, where they're going to embed WebEx in the car. And if you're driving, it'll shut off the camera. >> Of course. >> I'm like, okay. >> I'll give you a better example though. >> But that's my point. Like, isn't there more that we can do? >> You noticed down on the SKT stand the little helicopter. That's a vertical lift helicopter. So it's an electric vertical lift helicopter. Just think of that for a second. And then think of the connectivity to control that, to securely control that. And then I was recently at an event with Zeus actually where we saw an air traffic control system where there was no people manning the tower. It was managed by someone remotely with all the cameras around them. So managing all of those different elements, we call it IOT, but actually it's way more than what we thought of as IOT. All those components connecting, communicating securely and safely. 'Cause I don't want that helicopter to come down on my head, do you? (men laugh) >> Especially if you're in there. (men laugh) >> Okay, so you mentioned sustainability. Everybody's talking about power. I don't know if you guys have a lot of experience around TCO, but I'm trying to get to, well, is this just because energy costs are so high, and then when the energy becomes cheap again, nobody's going to pay any attention to it? Or is this the real deal? >> So one of the issues around the, if we want to experience all that connectivity locally or that helicopter wants to have that connectivity, we have to ultimately build denser, more reliable networks. So there's a CapEx, we're going to put more base stations in place. We need more fiber in the ground to support them. Therefore, the energy consumption will go up. So we need to be more efficient in the use of energy. Simple as that. >> How much of the operating expense is energy? Like what percent of it? Is it 10%? Is it 20%? Is it, does anybody know? >> It depends who you ask and it depends on the- >> I can't get an answer to that. I mean, in the enterprise- >> Analyst: The data centers? >> Yeah, the data centers. >> We have the numbers. I think 10 to 15%. >> It's 10 to 12%, something like that. Is it much higher? >> I've got feeling it's 30%. >> Okay, so if it's 30%, that's pretty good. >> I do think we have to get better at understanding how to measure too. You know, like I was talking with John Davidson at Sysco about this that every rev of silicon they come out with uses more power, but it's a lot more dense. So at the surface, you go, well, that's using a lot more power. But you can consolidate 10 switches down to two switches. >> Well, Intel was on early and talking about how they can intelligently control the cores. >> But it's based off workload, right? That's the thing. So what are you running over it? You know, and so, I don't think our industry measures that very well. I think we look at things kind of boxed by box versus look at total consumption. >> Well, somebody else in theCUBE was saying they go full throttle. That the networks just say just full throttle everything. And that obviously has to change from the power consumption standpoint. >> Obviously sustainability and sensory or sensors from IOT side, they go hand in hand. Just simple examples like, you know, lights in the restrooms, like in public areas. Somebody goes in there and just only then turns. The same concept is being applied to servers and compute and storage and every aspects and to networks as well. >> Cell tower. >> Yeah. >> Cut 'em off, right? >> Like the serverless telco? (crosstalk) >> Cell towers. >> Well, no, I'm saying, right, but like serverless, you're not paying for the compute when you're not using it, you know? >> It is serverless from the economics point of view. Yes, it's like that, you know? It goes to the lowest level almost like sleep on our laptops, sleep level when you need more power, more compute. >> I mean, some of that stuff's been in networking equipment for a long time, it just never really got turned on. >> I want to ask you about private networks. You wrote a piece, Athenet was acquired by HPE right after Dell announced a relationship with Athenet, which was kind of, that was kind of funny. And so a good move, good judo move by by HP. I asked Dell about it, and they said, look, we're open. They said the right things. We'll see, but I think it's up to HP. >> Well, and the network inside Dell is. >> Yeah, okay, so. Okay, cool. So, but you said something in that article you wrote on Silicon Angle that a lot of people feel like P5G is going to basically replace wireless or cannibalize wireless. You said you didn't agree with that. Explain why? >> Analyst: Wifi. >> Wifi, sorry, I said wireless. >> No, that's, I mean that's ridiculous. Pat Gelsinger said that in his last VMware, which I thought was completely irresponsible. >> That it was going to cannibalize? >> Cannibalize wifi globally is what he said, right? Now he had Verizon on stage with him, so. >> Analyst: Wifi's too inexpensive and flexible. >> Wifi's cheap- >> Analyst: It's going to embed really well. Embedded in that. >> It's reached near ubiquity. It's unlicensed. So a lot of businesses don't want to manage their own spectrum, right? And it's great for this, right? >> Analyst: It does the job. >> For casual connectivity. >> Not today. >> Well, it does for the most part. Right now- >> For the most part. But never at these events. >> If it's engineered correctly, it will. Right? Where you need private 5G is when reliability is an absolute must. So, Chris, you and I visited the Port of Rotterdam, right? So they're putting 5G, private 5G there, but there's metal containers everywhere, right? And that's going to disrupt it. And so there are certain use cases where it makes sense. >> I've been in your basement, and you got some pretty intense equipment in there. You have private 5G in there. >> But for carpeted offices, it does not make sense to bring private. The economics don't make any sense. And you know, it runs hot. >> So where's it going to be used? Give us some examples of where we should be looking for. >> The early ones are obviously in mining, and you say in ports, in airports. It broadens cities because you've got so many moving parts in there, and always think about it, very expensive moving parts. The cranes in the port are normally expensive piece of kits. You're moving that, all that logistics around. So managing that over a distance where the wifi won't work over the distance. And in mining, we're going to see enormous expensive trucks moving around trying to- >> I think a great new use case though, so the Cleveland Browns actually the first NFL team to use it for facial recognition to enter the stadium. So instead of having to even pull your phone out, it says, hey Dave Vellante. You've got four tickets, can we check you all in? And you just walk through. You could apply that to airports. You could do put that in a hotel. You could walk up and check in. >> Analyst: Retail. >> Yeah, retail. And so I think video, realtime video analytics, I think it's a perfect use case for that. >> But you don't need 5G to do that. You could do that through another mechanism, couldn't you? >> You could do wire depending on how mobile you want to do it. Like in a stadium, you're pulling those things in and out all the time. You're moving 'em around and things, so. >> Yeah, but you're coming in at a static point. >> I'll take the contrary view here. >> See, we can't even agree on that. (men laugh) >> Yeah, I love it. Let's go. >> I believe the reliability of connection is very important, right? And the moving parts. What are the moving parts in wifi? We have the NIC card, you know, the wifi card in these suckers, right? In a machine, you know? They're bigger in size, and the radios for 5G are smaller in size. So neutralization is important part of the whole sort of progress to future, right? >> I think 5G costs as well. Yes, cost as well. But cost, we know that it goes down with time, right? We're already talking about 60, and the 5G stuff will be good. >> Actually, sorry, so one of the big boom areas at the moment is 4G LTE because the component price has come down so much, so it is affordable, you can afford to bring it all together. People don't, because we're still on 5G, if 5G standalone everywhere, you're not going to get a consistent service. So those components are unbelievably important. The skillsets of the people doing integration to bring them all together, unbelievably important. And the business case within the business. So I was talking to one of the heads of one of the big retail outlets in the UK, and I said, when are you going to do 5G in the stores? He said, well, why would I tear out all the wifi? I've got perfectly functioning wifi. >> Yeah, that's true. It's already there. But I think the technology which disappears in front of you, that's the best technology. Like you don't worry about it. You don't think it's there. Wifi, we think we think about that like it's there. >> And I do think wifi 5G switching's got to get easier too. Like for most users, you don't know which is better. You don't even know how to test it. And to your point, it does need to be invisible where the user doesn't need to think about it, right? >> Invisible. See, we came back to invisible. We talked about that yesterday. Telecom should be invisible. >> And it should be, you know? You don't want to be thinking about telecom, but at the same time, telecoms want to be more visible. They want to be visible like Netflix, don't they? I still don't see the path. It's fuzzy to me the path of how they're not going to repeat what happened with the over the top providers if they're invisible. >> Well, if you think about what telcos delivers to consumers, to businesses, then extending that connectivity into your home to help you support secure and extend your connection into Zeus's basement, whatever it is. Obviously that's- >> His awesome setup down there. >> And then in the business environment, there's a big change going on from the old NPLS networks, the old rigid structures of networks to SD1 where the control point is moved outside, which can be under control of the telco, could be under the control of a third party integrator. So there's a lot changing. I think we obsess about the relative role of the telco. The demand is phenomenal for connectivity. So address that, fulfill that. And if they do that, then they'll start to build trust in other areas. >> But don't you think they're going to address that and fulfill that? I mean, they're good at it. That's their wheelhouse. >> And it's a 1.6 trillion market, right? So it's not to be sniffed at. That's fixed on mobile together, obviously. But no, it's a big market. And do we keep changing? As long as the service is good, we don't move away from it. >> So back to the APIs, the eight APIs, right? >> I mean- >> Eight APIs is a joke actually almost. I think they released it too early. The release release on the main stage, you know? Like, what? What is this, right? But of course they will grow into hundreds and thousands of APIs. But they have to spend a lot of time and effort in that sort of context. >> I'd actually like to see the GSMA work with like AWS and Microsoft and VMware and software companies and create some standardization across their APIs. >> Yeah. >> I spoke to them yes- >> We're trying to reinvent them. >> Is that not what they're doing? >> No, they said we are not in the business of a defining standards. And they used a different term, not standard. I mean, seriously. I was like, are you kidding me? >> Let's face it, there aren't just eight APIs out there. There's so many of them. The TM forum's been defining when it's open data architecture. You know, the telcos themselves are defining them. The standards we talked about too earlier with Danielle. There's a lot of APIs out there, but the consistency of APIs, so we can bring them together, to bring all the different services together that will support us in our different lives is really important. I think telcos will do it, it's in their interest to do it. >> All right, guys, we got to wrap. Let's go around the horn here, starting with Chris, Zeus, and then Sarbjeet, just bring us home. Number one hot take from Mobile World Congress MWC23 day two. >> My favorite hot take is the willingness of all the participants who have been traditional telco players who looked inwardly at the industry looking outside for help for partnerships, and to build an ecosystem, a more open ecosystem, which will address our requirements. >> Zeus? >> Yeah, I was going to talk about ecosystem. I think for the first time ever, when I've met with the telcos here, I think they're actually, I don't think they know how to get there yet, but they're at least aware of the fact that they need to understand how to build a big ecosystem around them. So if you think back like 50 years ago, IBM and compute was the center of everything in your company, and then the ecosystem surrounded it. I think today with digital transformation being network centric, the telcos actually have the opportunity to be that center of excellence, and then build an ecosystem around them. I think the SIs are actually in a really interesting place to help them do that 'cause they understand everything top to bottom that I, you know, pre pandemic, I'm not sure the telcos were really understand. I think they understand it today, I'm just not sure they know how to get there. . >> Sarbjeet? >> I've seen the lot of RN demos and testing companies and I'm amazed by it. Everything is turning into software, almost everything. The parts which are not turned into software. I mean every, they will soon. But everybody says that we need the hardware to run something, right? But that hardware, in my view, is getting miniaturized, and it's becoming smaller and smaller. The antennas are becoming smaller. The equipment is getting smaller. That means the cost on the physicality of the assets is going down. But the cost on the software side will go up for telcos in future. And telco is a messy business. Not everybody can do it. So only few will survive, I believe. So that's what- >> Software defined telco. So I'm on a mission. I'm looking for the monetization path. And what I haven't seen yet is, you know, you want to follow the money, follow the data, I say. So next two days, I'm going to be looking for that data play, that potential, the way in which this industry is going to break down the data silos I think there's potential goldmine there, but I haven't figured out yet. >> That's a subject for another day. >> Guys, thanks so much for coming on. You guys are extraordinary partners of theCUBE friends, and great analysts and congratulations and thank you for all you do. Really appreciate it. >> Analyst: Thank you. >> Thanks a lot. >> All right, this is a wrap on day two MWC 23. Go to siliconangle.com for all the news. Where Rob Hope and team are just covering all the news. John Furrier is in the Palo Alto studio. We're rocking all that news, taking all that news and putting it on video. Go to theCUBE.net, you'll see everything on demand. Thanks for watching. This is a wrap on day two. We'll see you tomorrow. (soft music)

Published Date : Feb 28 2023

SUMMARY :

that drive human progress. Good to see you again, And so, in the past, we had technologies have evolved in the last five years? is that the users often don't even know So embedding the connectivity somewhere along the line. at the Super Bowl this year, I'm not familiar with it. for the coaches to talk to the sidelines. you can't use your cell. Okay, so, but so the innovation of the practitioners, if you will. I mean, all the blockchain developers that how the network responds, embed WebEx in the car. Like, isn't there more that we can do? You noticed down on the SKT Especially if you're in there. I don't know if you guys So one of the issues around the, I mean, in the enterprise- I think 10 to 15%. It's 10 to 12%, something like that. Okay, so if it's So at the surface, you go, control the cores. That's the thing. And that obviously has to change and to networks as well. the economics point of view. I mean, some of that stuff's I want to ask you P5G is going to basically replace wireless Pat Gelsinger said that is what he said, right? Analyst: Wifi's too to embed really well. So a lot of businesses Well, it does for the most part. For the most part. And that's going to disrupt it. and you got some pretty it does not make sense to bring private. So where's it going to be used? The cranes in the port are You could apply that to airports. I think it's a perfect use case for that. But you don't need 5G to do that. in and out all the time. Yeah, but you're coming See, we can't even agree on that. Yeah, I love it. I believe the reliability of connection and the 5G stuff will be good. I tear out all the wifi? that's the best technology. And I do think wifi 5G We talked about that yesterday. I still don't see the path. to help you support secure from the old NPLS networks, But don't you think So it's not to be sniffed at. the main stage, you know? the GSMA work with like AWS are not in the business You know, the telcos Let's go around the horn here, of all the participants that they need to understand But the cost on the the data silos I think there's and thank you for all you do. John Furrier is in the Palo Alto studio.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

David NicholsonPERSON

0.99+

Chris LewisPERSON

0.99+

ChrisPERSON

0.99+

Lisa MartinPERSON

0.99+

10QUANTITY

0.99+

IBMORGANIZATION

0.99+

MercedesORGANIZATION

0.99+

Zeus KerravalaPERSON

0.99+

Pat GelsingerPERSON

0.99+

NokiaORGANIZATION

0.99+

50 bucksQUANTITY

0.99+

MicrosoftORGANIZATION

0.99+

UKLOCATION

0.99+

Z.PERSON

0.99+

10 switchesQUANTITY

0.99+

SyscoORGANIZATION

0.99+

VerizonORGANIZATION

0.99+

2000 bucksQUANTITY

0.99+

HPORGANIZATION

0.99+

Cleveland BrownsORGANIZATION

0.99+

30%QUANTITY

0.99+

SpainLOCATION

0.99+

20%QUANTITY

0.99+

DellORGANIZATION

0.99+

10%QUANTITY

0.99+

telcoORGANIZATION

0.99+

John FurrierPERSON

0.99+

two switchesQUANTITY

0.99+

HPEORGANIZATION

0.99+

80,000 peopleQUANTITY

0.99+

AthenetORGANIZATION

0.99+

tomorrowDATE

0.99+

AWSORGANIZATION

0.99+

John DavidsonPERSON

0.99+

Palo AltoLOCATION

0.99+

Super BowlEVENT

0.99+

NetflixORGANIZATION

0.99+

Dee ArthurPERSON

0.99+

G2ORGANIZATION

0.99+

ZeusORGANIZATION

0.99+

Dell TechnologiesORGANIZATION

0.99+

15%QUANTITY

0.99+

Rob HopePERSON

0.99+

five years agoDATE

0.99+

yesterdayDATE

0.99+

first timeQUANTITY

0.99+

CaliforniaLOCATION

0.99+

siliconangle.comOTHER

0.99+

MWC23LOCATION

0.99+

SKTORGANIZATION

0.99+

theCUBE.netOTHER

0.99+

12%QUANTITY

0.98+

GSMAORGANIZATION

0.98+

Eight APIsQUANTITY

0.98+

DaniellePERSON

0.98+

TelcoORGANIZATION

0.98+

todayDATE

0.98+

eight APIsQUANTITY

0.98+

5GORGANIZATION

0.98+

telcosORGANIZATION

0.98+

three friendsQUANTITY

0.98+

oneQUANTITY

0.97+

firstQUANTITY

0.97+

Mobile World CongressEVENT

0.97+

CapExORGANIZATION

0.97+

50 years agoDATE

0.97+

day twoQUANTITY

0.97+

theCUBEORGANIZATION

0.97+

four ticketsQUANTITY

0.96+

a day and a halfQUANTITY

0.96+

MWCEVENT

0.96+

TheCUBEORGANIZATION

0.96+

pandemicEVENT

0.95+

ZeusPERSON

0.95+

Udayan Mukherjee, Intel & Manish Singh, Dell Techhnologies | MWC Barcelona 2023


 

(soft corporate jingle) >> Announcer: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat jingle intro) >> Welcome back to Barcelona. We're here live at the Fira. (laughs) Just amazing day two of MWC23. It's packed today. It was packed yesterday. It's even more packed today. All the news is flowing. Check out siliconangle.com. John Furrier is in the studio in Palo Alto breaking all the news. And, we are here live. Really excited to have Udayan Mukherjee who's the Senior Fellow and Chief Architect of wireless product at Network and Edge for Intel. And, Manish Singh is back. He's the CTO of Telecom Systems Business at Dell Jets. Welcome. >> Thank you. >> Thank you >> We're going to talk about greening the network. I wonder, Udayan, if you could just set up why that's so important. I mean, it's obvious that it's an important thing, great for the environment, but why is it extra important in Telco? >> Yeah, thank you. Actually, I'll tell you, this morning I had a discussion with an operator. The first thing he said, that the electricity consumption is more expensive nowadays that total real estate that he's spending money on. So, it's like that is the number one thing that if you can change that, bring that power consumption down. And, if you talk about sustainability, look what is happening in Europe, what's happening in all the electricity areas. That's the critical element that we need to address. Whether we are defining chip, platforms, storage systems, that's the number one mantra right now. You know, reduce the power. Electricity consumption, because it's a sustainable planet that we are living in. >> So, you got CapEx and OpEx. We're talking about the big piece of OpEx is now power consumption? >> Power Consumption >> That's the point. Okay, so in my experience, servers are the big culprit for power consumption, which is powered by core semiconductors and microprocessors. So, what's the strategy to reduce the power consumption? You're probably not going to reduce the bill overall. You maybe just can keep pace, but from a technical standpoint, how do you attack that? >> Yeah, there are multiple defined ways of adding. Obviously the process technology, that micro (indistinct) itself is evolving to make it more low-power systems. But, even within the silicon, the server that we develop, if you look in a CPU, there is a lot of power states. So, if you have a 32 code platform, as an example, every code you can vary the frequency and the C-states, power states. So, if you look into any traffic, whether it's a radio access network, packet code. At any given time the load is not peak. So, your power consumption, actual what we are drawing from the wall, it also needs to vary with that. So, that's how if you look into this there's a huge savings. If you go to Intel booth or Ericson booth or anyone, you will see right now every possible, the packet code, radio access network, everything network. They're talking about our energy consumption, how they're lowering this. These states, as we call it power states, C-state P-state they've built in intel chip for a long time. The cloud providers are taking advantage of it. But Telcos, with even two generation before they used to actually switch it off in the bios. I say no, we need peak. Now, that thing is changing. Now, it's all like, how do I take advantage of the built in technologies? >> I remember the enterprise virtualization, Manish, was a big play. I remember PG&E used to give rebates to customers that would install virtualized software, VMware. >> And SSDs. >> Yeah. And SSDs, you know, yes. Because, the spinning disc was, but, nowhere near with a server consumption. So, how virtualized is the telco network? And then, what I'm saying is there other things, other knobs, you can of course turn. So, what's your perspective on this as a server player? >> Yeah, absolutely. Let me just back up a little bit and start at the big picture to share what Udayan said. Here, day two, every conversation I've had yesterday and today morning with every operator, every CTO, they're coming in and first topic they're talking about is energy. And, the reason is, A, it's the right thing to do, sustainability, but, it's also becoming a P&L issue. And, the reason it's becoming a P&L issue is because we are in this energy inflationary environment where the energy costs are constantly going up. So, it's becoming really important for the service providers to really drive more efficiency onto their networks, onto their infrastructure. Number one. Two, then to your question on what all knobs need to be turned on, and what are the knobs? So, Udayan talked about within the intel, silicon, the C-states, P-states and all these capabilities that are being brought up, absolutely important. But again, if we take a macro view of it. First of all, there are opportunities to do infrastructure audit. What's on, why is it on, does it need to be on right now? Number two, there are opportunities to do infrastructure upgrade. And, what I mean by that is as you go from previous generation servers to next generation servers, better cooling, better performance. And through all of that you start to gain power usage efficiency inside a data center. And, you take that out more into the networks you start to achieve same outcomes on the network site. Think about from a cooling perspective, air cooling but for that matter, even liquid cooling, especially inside the data centers. All opportunities around PUE, because PUE, power usage efficiency and improvement on PUE is an opportunity. But, I'll take it even further. Workloads that are coming onto it, core, RAN, these workloads based on the dynamic traffic. Look, if you look at the traffic inside a network, it's not constant, it's varied. As the traffic patterns change, can you reduce the amount of infrastructure you're using? I.e. reduce the amount of power that you're using and when the traffic loads are going up. So, the workloads themselves need to become more smarter about that. And last, but not the least. From an orchestration layer if you think about it, where you are placing these workloads, and depending on what's available, you can start to again, drive better energy outcomes. And, not to forget acceleration. Where you need acceleration, can you have the right hardware infrastructures delivering the right kind of accelerations to again, improve those energy efficiency outcomes. So, it's a complex problem. But, there are a lot of levers, lot of tools that are in place that the service providers, the technology builders like us, are building the infrastructure, and then the workload providers all come together to really solve this problem. >> Yeah, Udayan, Manish mentioned this idea of moving from one generation to a new generation and gaining benefits. Out there on the street, if you will. Most of the time it's an N plus 2 migration. It's not just moving from last generation to this next generation, but it's really a generation ago. So, those significant changes in the dynamics around power density and cooling are meaningful? You talk about where performance should be? We start talking about the edge. It's hard to have a full-blown raised data center floor edge everywhere. Do these advances fundamentally change the kinds of things that you can do at the base of a tower? >> Yeah, absolutely. Manish talked about that, the dynamic nature of the workload. So, we are using a lot of this AIML to actually predict. Like for example, your multiple force in a systems. So, why is the 32 core as a system, why is all running? So, your traffic profile in the night times. So, you are in the office areas, in the night has gone home and nowadays everybody's working from remote anyway. So, why is this thing a full blown, spending the TDP, the total power and extreme powers. You bring it down, different power states, C-states. We talked about it. Deeper C-states or P-states, you bring the frequency down. So, lot of those automation, even at the base of the tower. Lot of our deployment right now, we are doing a whole bunch of massive MIMO deployment. Virtual RAN in Verizon network. All actually cell-site deployment. Those eight centers are very close to the cell-site. And, they're doing aggressive power management. So, you don't have to go to a huge data centers, even there's a small rack of systems, four to five, 10 systems, you can do aggressive power management. And, you built it up that way. >> Okay. >> If I may just build on what Udayan said. I mean if you look at the radio access network, right? And, let's start at the bottom of the tower itself. The infrastructure that's going in there, especially with Open RAN, if you think about it, there are opportunities now to do a centralized RAN where you could do more BBU pooling. And, with that, not only on a given tower but across a given given coverage area, depending on what the traffics are, you can again get the infrastructure to become more efficient in terms of what traffic, what needs are, and really start to benefit. The pooling gains which is obviously going to give you benefit on the CapEx side, but from an energy standpoint going to give you benefits on the OpEx side of things. So that's important. The second thing I will say is we cannot forget, especially on the radio access side of things, that it's not just the bottom of the tower what's happening there. What's happening on the top of the tower especially with the radio, that's super important. And, that goes into how do you drive better PA efficiency, how do you drive better DPD in there? This is where again, applying AI machine learning there is a significant amount of opportunity there to improve the PA performance itself. But then, not only that, looking at traffic patterns. Can you do sleep modes, micro sleep modes to deep sleep modes. Turning down the cells itself, depending on the traffic patterns. So, these are all areas that are now becoming more and more important. And, clearly with our ecosystem of partners we are continuing to work on these. >> So we hear from the operators, it's an OpEx issue. It's hitting the P&L. They're in search of PUE of one. And, they've historically been wasteful, they go full throttle. And now, you're saying with intelligence you can optimize that consumption. So, where does the intelligence live? Is it in the rig. Where is it all throughout the network? Is it in the silicon? Maybe you could paint a picture as to where those smarts exist. >> I can start. It's across the stack. It starts, we talked about the C-states, P-states. If you want to take advantage of that, that intelligence is in the workload, which has to understand when can I really start to clock things down or turn off the cores. If you really look at it from a traffic pattern perspective you start to really look at a rig level where you can have power. And, we are working with the ecosystem partners who are looking at applying machine learning on that to see what can we really start to turn on, turn off, throttle things down, depending on what the, so yes, it's across the stack. And lastly, again, I'll go back to cannot forget orchestration, where you again have the ability to move some of these workloads and look at where your workload placements are happening depending on what infrastructure is and what the traffic needs are at that point in time. So it's, again, there's no silver bullet. It has to be looked across the stack. >> And, this is where actually if I may, last two years a sea change has happened. People used to say, okay there are C-states and P-states, there's silicon every code. OS operating system has a governor built in. We rely on that. So, that used to be the way. Now that applications are getting smarter, if you look at a radio access network or the packet core on the control plane signaling application, they're more aware of the what is the underlying silicon power state sleep states are available. So, every time they find some of these areas there's no enough traffic there, they immediately goes to a transition. So, the workload has become more intelligent. The rig application we talked about. Every possible rig application right now are apps on xApps. Most of them are on energy efficiency. How are they using it? So, I think lot more even the last two years. >> Can I just say one more thing there right? >> Yeah. >> We cannot forget the infrastructure as well, right? I mean, that's the most important thing. That's where the energy is really getting drawn in. And, constant improvement on the infrastructure. And, I'll give you some data points, right? If you really look at the power at servers, right? From 2013 to 2023, like a decade. 85% energy intensity improvement, right? So, these gains are coming from performance with better cooling, better technology applications. So, that's super critical, that's important. And, also to just give you another data point. Apart from the infrastructure what cache layers we are running and how much CPU and compute requirements are there, that's also important. So, looking at it from a cache perspective are we optimizing the required infrastructure blocks for radio access versus core? And again, really taking that back to energy efficiency outcomes. So, some of the work we've been doing with Wind River and Red Hat and some of our ecosystem partners around that for radio access network versus core. Really again, optimizing for those different use cases and the outcomes of those start to come in from an energy utilization perspective >> So, 85% improvement in power consumption. Of course you're doing, I don't know, 2, 300% more work, right? So, let's say, and I'm just sort of spit balling numbers but, let's say that historically powers on the P&L has been, I don't know, single digits, maybe 10%. Now, it's popping up the much higher. >> Udayan: Huge >> Right? >> I mean, I don't know what the number is. Is it over 20% in some cases or is it, do you have a sense of that? Or let's say it is. The objective I presume is you're probably not going to lower the power bill overall, but you're going to be able to lower the percent of cost on the OpEx as you grow, right? I mean, we're talking about 5G networks. So much more data >> Capacity increasing. >> Yeah, and so is it, am I right about that the carriers, the best they can hope for is to sort of stay even on that percentage or maybe somewhat lower that percentage? Or, do you think they can actually cut the bill? What's the goal? What are they trying to do? >> The goal is to cut the bill. >> It is! >> And the way you get started to cut the bill is, as I said, first of all on the radio side. Start to see where the improvements are and look, there's not a whole lot there to be done. I mean, the PS are as efficient as they can be, but as I said, there are things in DPD and all that still can be improved. But then, sleep modes and all, yes there are efficiencies in there. But, I'll give you one important, another interesting data point. We did a work with ACG Research on our 16G platform. The power edge service that we have recently launched based on Intel's Sapphire Rapids. And, if you look at the study there. 30% TCR reduction, 10% in CapEx gains, 30% in OpEx gains from moving away from these legacy monolithic architectures to cloud native architectures. And, a large part of that OpEx gain really starts to come from energy to the point of 800 metric tonnes of carbon reduction to the point of you could have, and if you really translate that to around 160 homes electric use per year, right? So yes, I mean the opportunity there is to reduce the bill. >> Wow, that's big, big goal guys. We got to run. But, thank you for informing the audience on the importance and how you get there. So, appreciate that. >> One thing that bears mentioning really quickly before we wrap, a lot of these things we're talking about are happening in remote locations. >> Oh, back to that point of distributed nature of telecom. >> Yes, we talked about a BBU being at the base of a tower that could be up on a mountain somewhere. >> No, you made the point. You can't just say, oh, hey we're going to go find ambient air or going to go... >> They don't necessarily... >> Go next to a waterfall. >> We don't necessarily have the greatest hydro tower. >> All right, we got to go. Thanks you guys. Alright, keep it right there. Wall to wall coverage is day two of theCUBE's coverage of MWC 23. Stay right there, we'll be right back. (corporate outro jingle)

Published Date : Feb 28 2023

SUMMARY :

that drive human progress. John Furrier is in the studio about greening the network. So, it's like that is the number one thing We're talking about the big piece of OpEx reduce the power consumption? So, if you look into any traffic, I remember the enterprise Because, the spinning disc was, So, the workloads themselves the kinds of things that you So, you are in the office areas, to give you benefit on the CapEx side, Is it in the rig. that intelligence is in the workload, So, the workload has and the outcomes of those start to come in historically powers on the P&L on the OpEx as you grow, right? And the way you get on the importance and how you get there. before we wrap, a lot of these Oh, back to that point of being at the base of a tower No, you made the point. the greatest hydro tower. Thanks you guys.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Manish SinghPERSON

0.99+

PG&EORGANIZATION

0.99+

Wind RiverORGANIZATION

0.99+

TelcosORGANIZATION

0.99+

Red HatORGANIZATION

0.99+

Udayan MukherjeePERSON

0.99+

John FurrierPERSON

0.99+

Palo AltoLOCATION

0.99+

2013DATE

0.99+

85%QUANTITY

0.99+

EuropeLOCATION

0.99+

10%QUANTITY

0.99+

2, 300%QUANTITY

0.99+

TelcoORGANIZATION

0.99+

30%QUANTITY

0.99+

CapExORGANIZATION

0.99+

yesterdayDATE

0.99+

fourQUANTITY

0.99+

BarcelonaLOCATION

0.99+

32 codeQUANTITY

0.99+

UdayanPERSON

0.99+

eight centersQUANTITY

0.99+

one generationQUANTITY

0.99+

ManishPERSON

0.99+

Dell TechnologiesORGANIZATION

0.99+

IntelORGANIZATION

0.99+

OpExORGANIZATION

0.99+

two generationQUANTITY

0.99+

today morningDATE

0.99+

10 systemsQUANTITY

0.99+

32 coreQUANTITY

0.99+

siliconangle.comOTHER

0.99+

todayDATE

0.99+

800 metric tonnesQUANTITY

0.98+

2023DATE

0.98+

ACG ResearchORGANIZATION

0.98+

fiveQUANTITY

0.98+

Sapphire RapidsCOMMERCIAL_ITEM

0.98+

over 20%QUANTITY

0.98+

first topicQUANTITY

0.98+

around 160 homesQUANTITY

0.97+

FirstQUANTITY

0.97+

xAppsTITLE

0.97+

intelORGANIZATION

0.97+

oneQUANTITY

0.96+

second thingQUANTITY

0.96+

Dell JetsORGANIZATION

0.95+

TwoQUANTITY

0.94+

last two yearsDATE

0.94+

first thingQUANTITY

0.93+

Dell TechhnologiesORGANIZATION

0.9+

P&LORGANIZATION

0.9+

day twoQUANTITY

0.89+

EricsonORGANIZATION

0.89+

this morningDATE

0.88+

one more thingQUANTITY

0.88+

EdgeORGANIZATION

0.88+

MWC 23EVENT

0.87+

MWCEVENT

0.86+

Telecom Systems BusinessORGANIZATION

0.84+

Number twoQUANTITY

0.8+

MWC23EVENT

0.8+

firstQUANTITY

0.78+

NetworkORGANIZATION

0.78+

5GQUANTITY

0.76+

One thingQUANTITY

0.76+

OpExTITLE

0.7+

single digitsQUANTITY

0.69+

RANTITLE

0.68+

theCUBEORGANIZATION

0.63+

twoQUANTITY

0.62+

16GOTHER

0.61+

VerizonORGANIZATION

0.57+

UdayanORGANIZATION

0.56+

OpExOTHER

0.53+

Dev Ittycheria, MongoDB | AWS re:Invent 2022


 

>>Hello and run. Welcome back to the Cube's live coverage here. Day three of Cube's coverage, two sets, wall to wall coverage. Third set upstairs in the Executive Briefing Center. I'm John Furry, host of the Cube with Dave Alon. Two other hosts here. Lot of action. Dave. The cheer here is the CEO of MongoDB, exclusive post on Silicon Angle for your prior to the event. Thanks for doing that. Great to see >>You. Likewise. Nice to see you >>Coming on. See you David. So it's great to catch up. Prior to the event for that exclusive story on ecosystem, your perspective that resonated with a lot of the people. The traffic on that post and comments have been off the charts. I think we're seeing a ecosystem kind of surge and not change over, but like a an and ISV and new platform. So I really appreciate your perspective as a platform ISV for aws. What's it like? What's this event like? What's your learnings? What's your takeaway from your customers here this year? What's the most important story going on? >>First of all, I think being here is important for us because we have so many customers and partners here. In fact, if you look at the customers that Amazon themselves announced about two thirds of those customers or MongoDB customers. So we have a huge overlap in customers here. So just connecting with customers and partners has been important. Obviously a lot of them are thinking about their plans going to next year. So we're kind of meeting with them to think about what their priorities are and how we can help. And also we're sharing a little bit of our product roadmap in terms of where we're going and helping them think through like how they can best use Mongadi B as they think about their data strategy, you know, going to next year. So it's been a very productive end. We have a lot of people here, a lot of sales people, a lot of product people, and there's tons of customers here. So we can get a lot accomplished in a few days. >>Dave and I always talk on the cube. Well, Dave always goes to the TAM expansion question. Expanding your total stressful market, the market is changing and you guys have a great position growing positioned. How do you look at the total addressable market for Mongo changing? Where's the growth gonna come from? How do you see your role in the market and how does that impact your current business model? >>Yeah, our whole goal is to really enable developers to think about Mongo, to be first when they're building modern applications. So what we've done is first built a fir, a first class transactional platform and now we've kind expanding the platform to do things like search and analytics, right? And so we are really offering a broad set of capabilities. Now our primary focus is the developer and helping developers build these amazing applications and giving them tools to really do so in a very quick way. So if you think about customers like Intuit, customers like Canva, customers like, you know, Verizon, at and t, you know, who are just using us to really transform their business. It's either to build new applications quickly to do things at a certain level of performance of scale they've never done before. And so really enabling them to do so much more in building these next generation applications that they can build anywhere else. >>So I was listening to McDermott, bill McDermott this morning. Yeah. And you listen to Bill, you just wanna buy from the guy, right? He's amazing. But he was basically saying, look, companies like he was talking about ServiceNow that could help organizations digitally transform, et cetera, but make money or save money or in a good position. And I said, right, Mongo's definitely one of those companies. What are those conversations like here? I know you've been meeting with customers, it's a different environment right now. There's a lot of uncertainty. I, I was talking to one of your customers said, yeah, I'm up for renewal. I love Mongo. I'm gonna see if they can stage my payments a little bit. You know, things like that. Are those conversations? Yeah, you know, similar to what >>You having, we clearly customers are getting a little bit more prudent, but we haven't seen any kind of like slow down terms of deal cycles or, or elongated sales cycles. I mean, obviously different customers in different sectors are going through different issues. What we are seeing customers think about is like how can I, you know, either drive more efficiency in my business like and big part of that is modernization of my existing legacy tech stack. How can maybe consolidate to a fewer set of vendors? I think they like our broad platform story. You know, rather than using three or four different databases, they can use MongoDB to do everything. So that that resonates with customers and the fact that they can move fast, right? Developer productivity is a proxy for innovation. And so being able to move fast to either seize new opportunities or respond to new threats is really, you know, top of mind for still C level executive. >>So can your software, you're right, consolidation is the number one way in which people are save money. Can your software be deflationary? I mean, I mean that in a good way. So >>I was just meeting with a customer who was thinking about Mongo for their transactional platform, elastic for the search platform and like a graph database for a special use case. And, and we said you can do all that on MongoDB. And he is like, oh my goodness, I can consolidate everything. Have one elegant developer interface. I can keep all the data in one place. I can easily access that data. And that makes so much more sense than having to basically use a bunch of peace parts. And so that's, that's what we're seeing more and more interest from customers about. >>So one of the things I want to get your reaction to is, I was saying on the cube, now you can disagree with me if you want, but at, in the cloud native world at Cuban and Kubernetes was going through its hype cycle. The conversation went to it's getting boring. And that's good cause they want it to be boring. They don't want people to talk about the run time. They want it to be working. Working is boring. That's invisible. It's good, it's sticky, it's done. As you guys have such a great sticky business model, you got a great install base. Mongo works, people are happy, they like the product. So it's kind of working, I won't wanna say boring cuz that's, it's irrelevant. What's the exciting things that Mongo's bringing on top of the existing base of product that is gonna really get your clients and prospects enthused about the innovation from Mongo? What's what cuz it's, it's almost like electricity in a way. You guys are very utility in, in the way you do, but it's growing. But is there an exciting element coming that you see that they should pay attention to? What's, what's your >>Vision that, right, so if you look back over the last 10, 15 years, there's been big two big platform shifts, mobile and cloud. I think the next big platform shift is from what I call dumb apps to smart apps. So building more intelligence into applications. And what that means is automating human decision making and embedding that into applications. So we believe that to be a fundamentally a developer problem to solve, yes, you need data scientist to build the machine learning algorithms to train the models. Yeah. But ultimately you can't really deploy, deployed at scale unless you give developers the tools to build those smart applications that what we focused on. And a big part of that is what we call application driven analytics where people or can, can embed that intelligence into applications so that they can instead rather having humans involved, they can make decisions faster, drive to businesses more quickly, you know, shorten it's short and time to market, et cetera. >>And so your strategy to implement those smart apps is to keep targeting the developer Yes. And build on that >>Base. Correct. Exactly. So we wanna essentially democratize the ability for any customer to use our tools to build a smart applications where they don't have the resources of a Google or you know, a large tech company. And that's essentially resonating with our customer base. >>We, we were talking about this earlier after Swami's keynote, is most companies struggle to put data at the core of their business. And I don't mean centralizing it all in a single place as data's everywhere, but, but really organizing their company and democratizing data so people can make data decisions. So I think what you're saying, essentially Atlas is the platform that you're gonna inject intelligence into and allow developers to then build applications that are, you know, intelligent, smart with ai, machine intelligence, et cetera. And that's how the ones that don't have the resources of a Google or an Amazon become correct the, that kind of AI company if >>You, and that's, that's the whole purpose of a developer data platform is to enable them to have the tools, you know, to have very sophisticated analytics, to have the ability to do very sophisticated indexes, optimized for analytics, the ability to use data lakes for very efficient storage and retrieval of data to leverage, you know, edge devices to be able to capture and synchronize data. These are all critical elements to build these next generation applications. And you have to do that, but you don't want to stitch together a thousand primitives. You want to have a platform to do that. And that's where we really focus. >>You know, Dave, Dave and I, three, two days, Dave and I, Dave Ante and I have been talking a lot about developer productivity. And one observation that's now validated is that developers are setting the pace for innovation. Correct? And if you look at the how they, the language that they speak, it's not the same language as security departments, right? They speak almost like different languages, developer and security, and then you got data language. But the developers are making choices of self-service. They can accelerate, they're driving the behavior behavior into the organizations. And this is one of the things I wrote about on Friday last week was the organizational changes are changing cuz the developers set the pace. You can't force tooling down their throat. They're gonna go with what's easy, what's workable. If you believe that to be true, then all the security's gonna be in the developer pipeline. All the innovations we've driven off that high velocity developer site, we're seeing success of security being embedded there with the developers. What are you gonna bring up to that developer layer that's going to help with security, help with maybe even new things, >>Right? So, you know, it's, it's almost a cliche to say now software is in the world, right? Because every company's value props is driven by, it's either enabled to find or created through software. What that really means is that developers are eating all the work, right? And you're seeing, you saw in DevOps, right? Where developers basically enro encroach into the ops world and made infrastructure a programmable interface. You see developers, to your point, encroaching in security, embedding more and more security features into their applications. We believe the same thing's gonna happen with data scientists and business analysts where developers are gonna embed that functionality that was done by different domains in the Alex world and embed that capability into apps themselves. So these applications are just naturally smarter. So you don't need someone to look at a dashboard and say, aha, there's some insight here now I need to go make a decision. The application will do that for you and actually make that decision for you so you can move that much more quickly to run your business either more efficiently or to drive more, you know, revenue. >>Well the interesting thing about your business is cuz you know, you got a lot of transactional activity going on and the data, the way I would say what you just described is the data stack and the application stacks are coming together, right? And you're in a really good position, I think to really affect that. You think about we've, we've operationalized so many systems, we really haven't operationalized our data systems. And, and particularly as you guys get more into analytics, it becomes an interesting, you know, roadmap for Mongo and your customers. How do you see that? >>Yeah, so I wanna be clear, we're not trying to be a data warehouse, I get it. We're not trying to be like, you know, go compete. In fact, we have nice partnership with data bricks and so forth. What we are really trying to do is enable developers to instrument and build these applications that embed analytics. Like a good analogy I'd use is like Google Maps. You think about how sophisticated Google Maps has, and I use that because everyone has used Google Maps. Yeah. Like in the old, I was old enough to print out the directions, map quest exactly, put it on my lap and drive and look down. Now have this device that tells me, you know, if there's a traffic, if there's an accident, if there's something you know, going will reroute me automatically. And what that app is doing is embedding real time data into, into its decision making and making the decision for you so that you don't have to think about which road to take. Right? You, you're gonna see that happen across almost every application over the next X number of years where these applications are gonna become so much smarter and make these decisions for you. So you can just move so much more quickly. >>Yeah. Talk about the company, what status of the company, your growth plans. Obviously you're seeing a lot of news and Salesforce co CEO just resigned, layoffs at cnn, layoffs at DoorDash. You know, tech unfortunately is not impacted, thank God. I'm not that too bad. Certainly in cloud's not impacted it is impacting some of the buying behavior. We talked about that. What's going on with the company head count? What's your goals? How's the team doing? What are your priorities? >>Right? So we we're going after a big, big opportunity. You know, we recognize, obviously the market's a little choppy right now, but our long term, we're very bullish on the opportunity. We believe that we can be the modern developer data platform to build these next generation applications in terms of costs. We're obviously being a little bit more judicious about where we're investing, but we see big, big opportunities for us. And so our overall cost base will grow next year. But obviously we also recognize that there's ways to drive more efficiency. We're at a scale now. We're a 1.2 billion business. We're gonna announce our Q3 results next week. So we'll talk a little bit more about, you know, what we're seeing in the business next week. But we, we think we're a business that's growing fast. You know, we grew, you know, over 50, 50% and so, so we're pretty fast growing business. Yeah. You see? >>Yeah, Tuesday, December 6th you guys announce Exactly. Course is a big, we always watch and love it. So, so what I'm hearing is you're not, you're not stepping on the brakes, you're still accelerating growth, but not at all costs. >>Correct. The term we're using is profitable growth. We wanna, you know, you know, drive the business in a way that we think continues to seize the opportunity. But we also, we always exercise discipline. You know, I, I'm old enough where I had to deal with 2000 and 2008, so, you know, seen the movie before, I'm not 28 and have not seen these markets. And so obviously some are, you know, emerging leaders have not seen these kinds of markets before. So we're kind of helping them think about how to continue to be disciplined. And >>I like that reference to two thousand.com bubble and the financial crisis of 2008. I mentioned this to you when we chat, I'd love to get your thoughts. Now looking back for reinvent, Amazon wasn't a force in, in 2008. They weren't really that big debt yet. Know impact agility, wasn't it? They didn't hit that, they didn't hit that cruising altitude of the value pro cloud agility, time of value moving fast. Now they are. So this is the first time that they're a part of the economic equation. You're on, you're on in the middle of it with Amazon. They could be a catalyst to recover faster if plan properly. What's your CEO take on just that general and other CEOs might be watching and saying, Hey, you know, if I play this right, I could leverage the cloud. You know, Adams is leading into the cloud during a recession. Okay, I get that. But specifically there might be a tactic. What's your view on >>That? I mean, what, what we're seeing the, the hyperscalers do is really continue to kind of compete at the raw infrastructure level on storage, on compute, on network performance, on security to provide the, the kind of the building blocks for companies like Monga Beach really build on. So we're leveraging that price performance curve that they're pushing. You know, they obviously talk about Graviton three, they're talking about their training model chip sets and their inference model chip sets and their security chip sets. Which is great for us because we can leverage those capabilities to build upon that. And I think, you know, if you had asked me, you know, in 2008, would we be talking about chip sets in 2022? I'd probably say, oh, we're way beyond that. But what it really speaks to is those things are still so profoundly important. And I think that's where you can see Amazon and Google and Microsoft compete to provide the best underlying infrastructure where companies like mongadi we can build upon and we can help customers leverage that to really build the next generation. >>I'm not saying it's 2008 all over again, but we have data from 2008 that was the first major tailwind for the cloud. Yeah. When the CFO said we're going from CapEx to opex. So we saw that. Now it's a lot different now it's a lot more mature >>I think. I think there's a fine tuning trend going on where people are right sizing, fine tuning, whatever you wanna call it. But a craft is coming. A trade craft of cloud management, cloud optimization, managing the cost structures, tuning, it's a crafting, it's more of a craft. It's kind of seems like we're >>In that era, I call it cost optimization, that people are looking to say like, I know I'm gonna invest but I wanna be rational and more thoughtful about where I invest and why and with whom I invest with. Versus just like, you know, just, you know, everyone getting a 30% increase in their opex budgets every year. I don't think that's gonna happen. And so, and that's where we feel like it's gonna be an opportunity for us. We've kind of hit scap velocity. We've got the developer mind share. We have 37,000 customers of all shapes and sizes across the world. And that customer crown's only growing. So we feel like we're a place where people are gonna say, I wanna standardize among the >>Db. Yeah. And so let's get a great quote in his keynote, he said, if you wanna save money, the place to do it is in the cloud. >>You tighten the belt, which belt you tightening? The marketplace belt, the wire belt. We had a whole session on that. Tighten your belt thing. David Chair, CEO of a billion dollar company, MongoDB, continue to grow and grow and continue to innovate. Thanks for coming on the cube and thanks for participating in our stories. >>Thanks for having me. Great to >>Be here. Thank. Okay, I, Dave ante live on the show floor. We'll be right back with our final interview of the day after this short break, day three coming to close. Stay with us. We'll be right back.

Published Date : Dec 1 2022

SUMMARY :

host of the Cube with Dave Alon. Nice to see you So it's great to catch up. can best use Mongadi B as they think about their data strategy, you know, going to next year. How do you see your role in the market and how does that impact your current customers like Canva, customers like, you know, Verizon, at and t, you know, And you listen to Bill, you just wanna buy from the guy, able to move fast to either seize new opportunities or respond to new threats is really, you know, So can your software, you're right, consolidation is the number one way in which people are save money. And, and we said you can do all that on MongoDB. So one of the things I want to get your reaction to is, I was saying on the cube, now you can disagree with me if you want, they can make decisions faster, drive to businesses more quickly, you know, And so your strategy to implement those smart apps is to keep targeting the developer Yes. of a Google or you know, a large tech company. And that's how the ones that don't have the resources of a Google or an Amazon data to leverage, you know, edge devices to be able to capture and synchronize data. And if you look at the how they, the language that they speak, it's not the same language as security So you don't need someone to look at a dashboard and say, aha, there's some insight here now I need to go make a the data, the way I would say what you just described is the data stack and the application stacks are coming together, into its decision making and making the decision for you so that you don't have to think about which road to take. Certainly in cloud's not impacted it is impacting some of the buying behavior. You know, we grew, you know, over 50, Yeah, Tuesday, December 6th you guys announce Exactly. And so obviously some are, you know, emerging leaders have not seen these kinds of markets before. I mentioned this to you when we chat, I'd love to get your thoughts. And I think, you know, if you had asked me, you know, in 2008, would we be talking about chip sets in When the CFO said we're going from CapEx to opex. fine tuning, whatever you wanna call it. Versus just like, you know, just, you know, everyone getting a 30% increase in their You tighten the belt, which belt you tightening? Great to of the day after this short break, day three coming to close.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

DavePERSON

0.99+

AmazonORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

MongoORGANIZATION

0.99+

Dave AlonPERSON

0.99+

John FurryPERSON

0.99+

Dev IttycheriaPERSON

0.99+

VerizonORGANIZATION

0.99+

CapExORGANIZATION

0.99+

2008DATE

0.99+

1.2 billionQUANTITY

0.99+

2022DATE

0.99+

threeQUANTITY

0.99+

MongoDBORGANIZATION

0.99+

Tuesday, December 6thDATE

0.99+

30%QUANTITY

0.99+

next weekDATE

0.99+

next yearDATE

0.99+

37,000 customersQUANTITY

0.99+

AWSORGANIZATION

0.99+

ThirdQUANTITY

0.99+

two setsQUANTITY

0.99+

firstQUANTITY

0.99+

MongoDBTITLE

0.99+

oneQUANTITY

0.99+

David ChairPERSON

0.99+

2000DATE

0.99+

Google MapsTITLE

0.99+

CanvaORGANIZATION

0.99+

opexORGANIZATION

0.99+

this yearDATE

0.99+

SwamiPERSON

0.98+

Friday last weekDATE

0.98+

one placeQUANTITY

0.98+

McDermottPERSON

0.98+

two daysQUANTITY

0.98+

singleQUANTITY

0.98+

Dave AntePERSON

0.97+

28QUANTITY

0.97+

DoorDashORGANIZATION

0.97+

SalesforceORGANIZATION

0.97+

BillPERSON

0.97+

billion dollarQUANTITY

0.97+

over 50QUANTITY

0.97+

Day threeQUANTITY

0.97+

DevOpsTITLE

0.97+

FirstQUANTITY

0.96+

first timeQUANTITY

0.96+

CubeORGANIZATION

0.96+

Two other hostsQUANTITY

0.95+

one observationQUANTITY

0.94+

AlexTITLE

0.94+

IntuitORGANIZATION

0.93+

day threeQUANTITY

0.93+

tons of customersQUANTITY

0.92+

50%QUANTITY

0.92+

firQUANTITY

0.88+

Jerome West, Dell Technologies V2


 

>>We're back with Jerome West, product management security lead at for HCI at Dell Technologies Hyper-converged infrastructure. Jerome, welcome. >>Thank you, David. >>Hey, Jerome, In this series, A blueprint for trusted infrastructure, we've been digging into the different parts of the infrastructure stack, including storage, servers and networking, and now we want to cover hyperconverged infrastructure. So my first question is, what's unique about HCI that presents specific security challenges? What do we need to know? >>So what's unique about Hyperconverge infrastructure is the breadth of the security challenge. We can't simply focus on a single type of IT system, so like a server or a storage system or a virtualization piece of software. I mean, HCI is all of those things. So luckily we have excellent partners like VMware, Microsoft, and internal partners like the Dell Power Edge team, the Dell storage team, the Dell networking team, and on and on. These partnerships, in these collaborations are what make us successful from a security standpoint. So let me give you an example to illustrate. In the recent past, we're seeing growing scope and sophistication in supply chain attacks. This mean an attacker is going to attack your software supply chain upstream so that hopefully a piece of code, malicious code that wasn't identified early in the software supply chain is distributed like a large player, like a VMware or Microsoft or a Dell. So to confront this kind of sophisticated hard to defeat problem, we need short term solutions and we need long term solutions as well. >>So for the short term solution, the obvious thing to do is to patch the vulnerability. The complexity is for our HCI portfolio. We build our software on VMware, so we would have to consume a patch that VMware would produce and provide it to our customers in a timely manner. Luckily, VX Rail's engineering team has co engineered a release process with VMware that significantly shortens our development life cycle so that VMware will produce a patch and within 14 days we will integrate our own code. With the VMware release, we will have tested and validated the update and we will give an update to our customers within 14 days of that VMware release. That as a result of this kind of rapid development process, Vxl had over 40 releases of software updates last year for a longer term solution. We're partnering with VMware and others to develop a software bill of materials. We work with VMware to consume their software manifest, including their upstream vendors and their open source providers to have a comprehensive list of software components. Then we aren't caught off guard by an unforeseen vulnerability and we're more able to easily detect where the software problem lies so that we can quickly address it. So these are the kind of relationships and solutions that we can co engineer with effective collaborations with our, with our partners. >>Great, Thank you for that. That description. So if I had to define what cybersecurity resilience means to HCI or converged infrastructure, and to me my takeaway was you gotta have a short term instant patch solution and then you gotta do an integration in a very short time, you know, two weeks to then have that integration done. And then longer term you have to have a software bill of materials so that you can ensure the providence of all the components help us. Is that a right way to think about cybersecurity resilience? Do you have, you know, a additives to that definition? >>I do. I really think that site cybersecurity and resilience for hci, because like I said, it has sort of unprecedented breadth across our portfolio. It's not a single thing, it's a bit of everything. So really the strength or the secret sauce is to combine all the solutions that our partner develops while integrating them with our own layer. So let me, let me give you an example. So hci, it's a, basically taking a software abstraction of hardware functionality and implementing it into something called the virtualized layer. It's basically the virtual virtualizing hardware functionality, like say a storage controller, you could implement it in a hardware, but for hci, for example, in our VX rail portfolio, we, or our vxl product, we integrate it into a product called vsan, which is provided by our partner VMware. So that portfolio strength is still, you know, through our, through our partnerships. >>So what we do, we integrate these, these security functionality and features in into our product. So our partnership grows to our ecosystem through products like VMware, products like nsx, Verizon, Carbon Black and Bsphere. All of them integrate seamlessly with VMware. And we also leverage VMware's software, par software partnerships on top of that. So for example, VX supports multifactor authentication through bsphere integration with something called Active Directory Federation services for adfs. So there is a lot of providers that support adfs, including Microsoft Azure. So now we can support a wide array of identity providers such as Off Zero or I mentioned Azure or Active Directory through that partnership. So we can leverage all of our partners partnerships as well. So there's sort of a second layer. So being able to secure all of that, that provides a lot of options and flexibility for our customers. So basically to summarize my my answer, we consume all of the security advantages of our partners, but we also expand on that to make a product that is comprehensively secured at multiple layers from the hardware layer that's provided by Dell through Power Edge to the hyper-converged software that we build ourselves to the virtualization layer that we get through our partnerships with Microsoft and VMware. >>Great. I mean that's super helpful. You've mentioned nsx, Horizon, Carbon Black, all the, you know, the VMware component OTH zero, which the developers are gonna love. You got Azure identity, so it's really an ecosystem. So you may have actually answered my next question, but I'm gonna ask it anyway cuz you've got this software defined environment and you're managing servers and networking and storage with this software led approach, how do you ensure that the entire system is secure end to end? >>That's a really great question. So the, the answer is we do testing and validation as part of the engineering process. It's not just bolted on at the end. So when we do, for example, the xra is the market's only co engineered solution with VMware, other vendors sell VMware as a hyperconverged solution, but we actually include security as part of the co-engineering process with VMware. So it's considered when VMware builds their code and their process dovetails with ours because we have a secure development life cycle, which other products might talk about in their discussions with you that we integrate into our engineering life cycle. So because we follow the same framework, all of the, all of the codes should interoperate from a security standpoint. And so when we do our final validation testing when we do a software release, we're already halfway there in ensuring that all these features will give the customers what we promised. >>That's great. All right, let's, let's close pitch me, what would you say is the strong suit summarize the, the strengths of the Dell hyperconverged infrastructure and converged infrastructure portfolio specifically from a security perspective? Jerome? >>So I talked about how hyper hyper-converged infrastructure simplifies security management because basically you're gonna take all of these features that are abstracted in in hardware, they're now abstracted in the virtualization layer. Now you can manage them from a single point of view, whether it would be, say, you know, in for VX rail would be b be center, for example. So by abstracting all this, you make it very easy to manage security and highly flexible because now you don't have limitations around a single vendor. You have a multiple array of choices and partnerships to select. So I would say that is the, the key to making it to hci. Now, what makes Dell the market leader in HCI is not only do we have that functionality, but we also make it exceptionally useful to you because it's co engineered, it's not bolted on. So I gave the example of, I gave the example of how we, we modify our software release process with VMware to make it very responsive. >>A couple of other features that we have specific just to HCI are digitally signed LCM updates. This is an example of a feature that we have that's only exclusive to Dell that's not done through a partnership. So we digitally sign our software updates so you, the user can be sure that the, the update that they're installing into their system is an authentic and unmodified product. So we give it a Dell signature that's invalidated prior to installation. So not only do we consume the features that others develop in a seamless and fully validated way, but we also bolt on our own specific HCI security features that work with all the other partnerships and give the user an exceptional security experience. So for, for example, the benefit to the customer is you don't have to create a complicated security framework that's hard for your users to use and it's hard for your system administrators to manage. It all comes in a package. So it, it can be all managed through vCenter, for example, or, and then the specific hyper, hyper-converged functions can be managed through VxRail manager or through STDC manager. So there's very few pains of glass that the, the administrator or user ever has to worry about. It's all self contained and manageable. >>That makes a lot of sense. So you got your own infrastructure, you're applying your best practices to that, like the digital signatures, you've got your ecosystem, you're doing co-engineering with the ecosystems, delivering security in a package, minimizing the complexity at the infrastructure level. The reason Jerome, this is so important is because SecOps teams, you know, they gotta deal with cloud security, they gotta deal with multiple clouds. Now they have their shared responsibility model going across multiple, They got all this other stuff that they have to worry, they gotta secure containers and the run time and, and, and, and, and the platform and so forth. So they're being asked to do other things. If they have to worry about all the things that you just mentioned, they'll never get, you know, the, the securities is gonna get worse. So what my takeaway is, you're removing that infrastructure piece and saying, Okay guys, you now can focus on those other things that is not necessarily Dell's, you know, domain, but you, you know, you can work with other partners to, and your own teams to really nail that. Is that a fair summary? >>I think that is a fair summary because absolutely the worst thing you can do from a security perspective is provide a feature that's so unusable that the administrator disables it or other key security features. So when I work with my partners to define, to define and develop a new security feature, the thing I keep foremost in mind is, will this be something our users want to use in our administrators want to administer? Because if it's not, if it's something that's too difficult or onerous or complex, then I try to find ways to make it more user friendly and practical. And this is a challenge sometimes because we are, our products operate in highly regulated environments and sometimes they have to have certain rules and certain configurations that aren't the most user friendly or management friendly. So I, I put a lot of effort into thinking about how can we make this feature useful while still complying with all the regulations that we have to comply with. And by the way, we're very successful in a highly regulated space. We sell a lot of VxRail, for example, into the Department of Defense and banks and, and other highly regulated environments, and we're very successful >>There. Excellent. Okay, Jerome, thanks. We're gonna leave it there for now. I'd love to have you back to talk about the progress that you're making down the road. Things always, you know, advance in the tech industry and so would appreciate that. >>I would look forward to it. Thank you very much, Dave. >>You're really welcome. In a moment I'll be back to summarize the program and offer some resources that can help you on your journey to secure your enterprise infrastructure. I wanna thank our guests for their contributions and helping us understand how investments by a company like Dell can both reduce the need for dev sec up teams to worry about some of the more fundamental security issues around infrastructure and have greater confidence in the quality providence and data protection designed in to core infrastructure like servers, storage, networking, and hyper-converged systems. You know, at the end of the day, whether your workloads are in the cloud, OnPrem or at the edge, you are responsible for your own security. But vendor r and d and vendor process must play an important role in easing the burden faced by security devs and operation teams. And on behalf of the cube production content and social teams as well as Dell Technologies, we want to thank you for watching a blueprint for trusted infrastructure. Remember part one of this series as well as all the videos associated with this program, and of course, today's program are available on demand@thecube.net with additional coverage@siliconangle.com. And you can go to dell.com/security solutions dell.com/security solutions to learn more about Dell's approach to securing infrastructure. And there's tons of additional resources that can help you on your journey. This is Dave Valante for the Cube, your leader in enterprise and emerging tech coverage. We'll see you next time.

Published Date : Oct 4 2022

SUMMARY :

We're back with Jerome West, product management security lead at for HCI So my first question is, So let me give you an example to illustrate. So for the short term solution, the obvious thing to do is to patch bill of materials so that you can ensure the providence of all the components help So really the strength or the secret sauce is to combine all the So basically to summarize my my answer, we consume all of the security So you may have actually answered my next question, but I'm gonna ask it anyway cuz So the, the answer is we do All right, let's, let's close pitch me, what would you say is the strong suit summarize So I gave the example of, I gave the So for, for example, the benefit to the customer is you So you got your own infrastructure, you're applying your best practices to that, all the regulations that we have to comply with. I'd love to have you back to talk about the progress that you're making down Thank you very much, Dave. in the quality providence and data protection designed in to core infrastructure like

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JeromePERSON

0.99+

DavidPERSON

0.99+

MicrosoftORGANIZATION

0.99+

DavePERSON

0.99+

Dave ValantePERSON

0.99+

Jerome WestPERSON

0.99+

DellORGANIZATION

0.99+

demand@thecube.netOTHER

0.99+

VerizonORGANIZATION

0.99+

first questionQUANTITY

0.99+

Dell TechnologiesORGANIZATION

0.99+

coverage@siliconangle.comOTHER

0.99+

last yearDATE

0.99+

second layerQUANTITY

0.99+

hciORGANIZATION

0.99+

todayDATE

0.99+

two weeksQUANTITY

0.99+

BsphereORGANIZATION

0.99+

Department of DefenseORGANIZATION

0.98+

HCIORGANIZATION

0.98+

14 daysQUANTITY

0.98+

bothQUANTITY

0.98+

nsxORGANIZATION

0.98+

VMwareORGANIZATION

0.98+

VX RailORGANIZATION

0.98+

AzureTITLE

0.98+

dell.com/securityOTHER

0.98+

single thingQUANTITY

0.97+

over 40 releasesQUANTITY

0.97+

vCenterTITLE

0.96+

VxRailTITLE

0.96+

Carbon BlackORGANIZATION

0.96+

single pointQUANTITY

0.92+

single vendorQUANTITY

0.85+

part oneQUANTITY

0.84+

xraTITLE

0.81+

Power EdgeTITLE

0.8+

single typeQUANTITY

0.75+

VxlORGANIZATION

0.73+

SecOpsORGANIZATION

0.72+

CubeORGANIZATION

0.71+

HorizonORGANIZATION

0.69+

CarbonORGANIZATION

0.68+

bsphereORGANIZATION

0.67+

VXTITLE

0.64+

VxRailORGANIZATION

0.62+

Off ZeroORGANIZATION

0.61+

PowerCOMMERCIAL_ITEM

0.59+

vsanORGANIZATION

0.56+

DirectoryTITLE

0.51+

EdgeORGANIZATION

0.5+

Chris Hill, Horizon3.ai | Horizon3.ai Partner Program Expands Internationally


 

>>Welcome back everyone to the Cube and Horizon three.ai special presentation. I'm John Furrier, host of the Cube. We with Chris Hill, Sector head for strategic accounts and federal@horizonthree.ai. Great innovative company. Chris, great to see you. Thanks for coming on the Cube. >>Yeah, like I said, you know, great to meet you John. Long time listener. First time call. So excited to be here with >>You guys. Yeah, we were talking before camera. You had Splunk back in 2013 and I think 2012 was our first splunk.com. Yep. And boy man, you know, talk about being in the right place at the right time. Now we're at another inflection point and Splunk continues to be relevant and continuing to have that data driving security and that interplay. And your ceo, former CTO of Splunk as well at Horizons Neha, who's been on before. Really innovative product you guys have, but you know, Yeah, don't wait for a brief to find out if you're locking the right data. This is the topic of this thread. Splunk is very much part of this new international expansion announcement with you guys. Tell us what are some of the challenges that you see where this is relevant for the Splunk and the Horizon AI as you guys expand Node zero out internationally? >>Yeah, well so across, so you know, my role within Splunk was working with our most strategic accounts. And so I look back to 2013 and I think about the sales process like working with, with our small customers. You know, it was, it was still very siloed back then. Like I was selling to an IT team that was either using us for IT operations. We generally would always even say, yeah, although we do security, we weren't really designed for it. We're a log management tool. And you know, we, and I'm sure you remember back then John, we were like sort of stepping into the security space and in the public sector domain that I was in, you know, security was 70% of what we did. When I look back to sort of the transformation that I was, was witnessing in that digital transformation, you know when I, you look at like 2019 to today, you look at how the IT team and the security teams are, have been forced to break down those barriers that they used to sort of be silo away, would not communicate one, you know, the security guys would be like, Oh this is my BA box it, you're not allowed in today. >>You can't get away with that. And I think that the value that we bring to, you know, and of course Splunk has been a huge leader in that space and continues to do innovation across the board. But I think what we've we're seeing in the space that I was talking with Patrick Kauflin, the SVP of security markets about this, is that, you know, what we've been able to do with Splunk is build a purpose built solution that allows Splunk to eat more data. So Splunk itself, as you well know, it's an ingest engine, right? So the great reason people bought it was you could build these really fast dashboards and grab intelligence out of it, but without data it doesn't do anything, right? So how do you drive and how do you bring more data in? And most importantly from a customer perspective, how do you bring the right data in? >>And so if you think about what node zero and what we're doing in a Horizon three is that, sure we do pen testing, but because we're an autonomous pen testing tool, we do it continuously. So this whole thought of being like, Oh, crud like my customers, Oh yeah, we got a pen test coming up, it's gonna be six weeks. The wait. Oh yeah. You know, and everyone's gonna sit on their hands, Call me back in two months, Chris, we'll talk to you then. Right? Not, not a real efficient way to test your environment and shoot, we, we saw that with Uber this week. Right? You know, and that's a case where we could have helped. >>Well just real quick, explain the Uber thing cause it was a contractor. Just give a quick highlight of what happened so you can connect the >>Dots. Yeah, no problem. So there it was, I think it was one of those, you know, games where they would try and test an environment. And what the pen tester did was he kept on calling them MFA guys being like, I need to reset my password re to set my password. And eventually the customer service guy said, Okay, I'm resetting it. Once he had reset and bypassed the multifactor authentication, he then was able to get in and get access to the domain area that he was in or the, not the domain, but he was able to gain access to a partial part of the network. He then paralleled over to what would I assume is like a VA VMware or some virtual machine that had notes that had all of the credentials for logging into various domains. And so within minutes they had access. And that's the sort of stuff that we do under, you know, a lot of these tools. >>Like not, and I'm not, you know, you think about the cacophony of tools that are out there in a CTA orchestra architecture, right? I'm gonna get like a Zscaler, I'm gonna have Okta, I'm gonna have a Splunk, I'm gonna do this sore system. I mean, I don't mean to name names, we're gonna have crowd strike or, or Sentinel one in there. It's just, it's a cacophony of things that don't work together. They weren't designed work together. And so we have seen so many times in our business through our customer support and just working with customers when we do their pen test, that there will be 5,000 servers out there. Three are misconfigured. Those three misconfigurations will create the open door. Cause remember the hacker only needs to be right once, the defender needs to be right all the time. And that's the challenge. And so that's why I'm really passionate about what we're doing here at Horizon three. I see this my digital transformation, migration and security going on, which we're at the tip of the sp, it's why I joined say Hall coming on this journey and just super excited about where the path's going and super excited about the relationship with Splunk. I get into more details on some of the specifics of that. But you know, >>I mean, well you're nailing, I mean we've been doing a lot of things around super cloud and this next gen environment, we're calling it NextGen. You're really seeing DevOps, obviously Dev SecOps has, has already won the IT role has moved to the developer shift left as an indicator of that. It's one of the many examples, higher velocity code software supply chain. You hear these things. That means that it is now in the developer hands, it is replaced by the new ops, data ops teams and security where there's a lot of horizontal thinking. To your point about access, there's no more perimeter. So >>That there is no perimeter. >>Huge. A hundred percent right, is really right on. I don't think it's one time, you know, to get in there. Once you're in, then you can hang out, move around, move laterally. Big problem. Okay, so we get that. Now, the challenges for these teams as they are transitioning organizationally, how do they figure out what to do? Okay, this is the next step. They already have Splunk, so now they're kind of in transition while protecting for a hundred percent ratio of success. So how would you look at that and describe the challenges? What do they do? What is, what are the teams facing with their data and what's next? What do they, what do they, what action do they take? >>So let's do some vernacular that folks will know. So if I think about dev sec ops, right? We both know what that means, that I'm gonna build security into the app, but no one really talks about SEC DevOps, right? How am I building security around the perimeter of what's going inside my ecosystem and what are they doing? And so if you think about what we're able to do with somebody like Splunk is we could pen test the entire environment from soup to nuts, right? So I'm gonna test the end points through to it. So I'm gonna look for misconfigurations, I'm gonna, and I'm gonna look for credential exposed credentials. You know, I'm gonna look for anything I can in the environment. Again, I'm gonna do it at at light speed. And, and what we're, what we're doing for that SEC dev space is to, you know, did you detect that we were in your environment? >>So did we alert Splunk or the SIM that there's someone in the environment laterally moving around? Did they, more importantly, did they log us into their environment? And when did they detect that log to trigger that log? Did they alert on us? And then finally, most importantly, for every CSO out there is gonna be did they stop us? And so that's how we, we, we do this in, I think you, when speaking with Stay Hall, before, you know, we've come up with this boils U Loop, but we call it fine fix verify. So what we do is we go in is we act as the attacker, right? We act in a production environment. So we're not gonna be, we're a passive attacker, but we will go in un credentialed UN agents. But we have to assume, have an assumed breach model, which means we're gonna put a Docker container in your environment and then we're going to fingerprint the environment. >>So we're gonna go out and do an asset survey. Now that's something that's not something that Splunk does super well, you know, so can Splunk see all the assets, do the same assets marry up? We're gonna log all that data and think then put load that into the Splunk sim or the smoke logging tools just to have it in enterprise, right? That's an immediate future ad that they've got. And then we've got the fix. So once we've completed our pen test, we are then gonna generate a report and we could talk about about these in a little bit later. But the reports will show an executive summary the assets that we found, which would be your asset discovery aspect of that, a fixed report. And the fixed report I think is probably the most important one. It will go down and identify what we did, how we did it, and then how to fix that. >>And then from that, the pen tester or the organization should fix those. Then they go back and run another test. And then they validate through like a change detection environment to see, hey, did those fixes taste, play take place? And you know, SNA Hall, when he was the CTO of JS o, he shared with me a number of times about, he's like, Man, there would be 15 more items on next week's punch sheet that we didn't know about. And it's, and it has to do with how we, you know, how they were prioritizing the CVEs and whatnot because they would take all CVS was critical or non-critical. And it's like we are able to create context in that environment that feeds better information into Splunk and whatnot. That >>Was a lot. That brings, that brings up the, the efficiency for Splunk specifically. The teams out there. By the way, the burnout thing is real. I mean, this whole, I just finished my list and I got 15 more or whatever the list just can, keeps, keeps growing. How did Node zero specifically help Splunk teams be more efficient? Now that's the question I want to get at, because this seems like a very scalable way for Splunk customers and teams, service teams to be more efficient. So the question is, how does Node zero help make Splunk specifically their service teams be more efficient? >>So to, so today in our early interactions with building Splunk customers, what we've seen are five things, and I'll start with sort of identifying the blind spots, right? So kind of what I just talked about with you. Did we detect, did we log, did we alert? Did they stop node zero, right? And so I would, I put that at, you know, a a a more layman's third grade term. And if I was gonna beat a fifth grader at this game would be, we can be the sparring partner for a Splunk enterprise customer, a Splunk essentials customer, someone using Splunk soar, or even just an enterprise Splunk customer that may be a small shop with three people and, and just wants to know where am I exposed. So by creating and generating these reports and then having the API that actually generates the dashboard, they can take all of these events that we've logged and log them in. >>And then where that then comes in is number two is how do we prioritize those logs, right? So how do we create visibility to logs that are, have critical impacts? And again, as I mentioned earlier, not all CVEs are high impact regard and also not all are low, right? So if you daisy chain a bunch of low CVEs together, boom, I've got a mission critical AP CVE that needs to be fixed now, such as a credential moving to an NT box that's got a text file with a bunch of passwords on it, that would be very bad. And then third would be verifying that you have all of the hosts. So one of the things that Splunk's not particularly great at, and they, they themselves, they don't do asset discovery. So do what assets do we see and what are they logging from that? And then for, from, for every event that they are able to identify the, one of the cool things that we can do is actually create this low-code, no-code environment. >>So they could let, you know, float customers can use Splunk. So to actually triage events and prioritize that events or where they're being routed within it to optimize the SOX team time to market or time to triage any given event. Obviously reducing mtr. And then finally, I think one of the neatest things that we'll be seeing us develop is our ability to build glass tables. So behind me you'll see one of our triage events and how we build a lock Lockheed Martin kill chain on that with a glass table, which is very familiar to this Splunk community. We're going to have the ability, not too distant future to allow people to search, observe on those IOCs. And if people aren't familiar with an ioc, it's an incident of compromise. So that's a vector that we want to drill into. And of course who's better at drilling in into data and Splunk. >>Yeah, this is a critical, this is awesome synergy there. I mean I can see a Splunk customer going, Man, this just gives me so much more capability. Action actionability. And also real understanding, and I think this is what I wanna dig into, if you don't mind understanding that critical impact, okay. Is kind of where I see this coming. I got the data, data ingest now data's data. But the question is what not to log, You know, where are things misconfigured? These are critical questions. So can you talk about what it means to understand critical impact? >>Yeah, so I think, you know, going back to those things that I just spoke about, a lot of those CVEs where you'll see low, low, low and then you daisy chain together and you're suddenly like, oh, this is high now. But then to your other impact of like if you're a, if you're a a Splunk customer, you know, and I had, I had several of them, I had one customer that, you know, terabytes of McAfee data being brought in and it was like, all right, there's a lot of other data that you probably also wanna bring, but they could only afford, wanted to do certain data sets because that's, and they didn't know how to prioritize or filter those data sets. And so we provide that opportunity to say, Hey, these are the critical ones to bring in. But there's also the ones that you don't necessarily need to bring in because low CVE in this case really does mean low cve. >>Like an ILO server would be one that, that's the print server where the, your admin credentials are on, on like a, a printer. And so there will be credentials on that. That's something that a hacker might go in to look at. So although the CVE on it is low, if you daisy chain was something that's able to get into that, you might say, ah, that's high. And we would then potentially rank it giving our AI logic to say that's a moderate. So put it on the scale and we prioritize though, versus a, a vulner review scanner's just gonna give you a bunch of CVEs and good luck. >>And translating that if I, if I can and tell me if I'm wrong, that kind of speaks to that whole lateral movement. That's it. Challenge, right? Print server, great example, look stupid low end, who's gonna wanna deal with the print server? Oh, but it's connected into a critical system. There's a path. Is that kind of what you're getting at? >>Yeah, I used daisy chain. I think that's from the community they came from. But it's, it's just a lateral movement. It's exactly what they're doing. And those low level, low critical lateral movements is where the hackers are getting in. Right? So that's what the beauty thing about the, the Uber example is that who would've thought, you know, I've got my multifactor authentication going in a human made a mistake. We can't, we can't not expect humans to make mistakes. Were fall, were fallible, right? Yeah. The reality is is once they were in the environment, they could have protected themselves by running enough pen tests to know that they had certain exposed credentials that would've stopped the breach. Yeah. And they did not, had not done that in their environment. And I'm not poking. Yeah, >>They put it's interesting trend though. I mean it's obvious if sometimes those low end items are also not protected well. So it's easy to get at from a hacker standpoint, but also the people in charge of them can be fished easily or spear fished because they're not paying attention. Cause they don't have to. No one ever told them, Hey, be careful of what you collect. >>Yeah. For the community that I came from, John, that's exactly how they, they would meet you at a, an international event introduce themselves as a graduate student. These are national actor states. Would you mind reviewing my thesis on such and such? And I was at Adobe at the time though I was working on this and start off, you get the pdf, they opened the PDF and whoever that customer was launches, and I don't know if you remember back in like 2002, 2008 time frame, there was a lot of issues around IP being by a nation state being stolen from the United States and that's exactly how they did it. And John, that's >>Or LinkedIn. Hey I wanna get a joke, we wanna hire you double the salary. Oh I'm gonna click on that for sure. You know? Yeah, >>Right. Exactly. Yeah. The one thing I would say to you is like when we look at like sort of, you know, cuz I think we did 10,000 pen test last year is it's probably over that now, you know, we have these sort of top 10 ways that we think then fine people coming into the environment. The funniest thing is that only one of them is a, a CVE related vulnerability. Like, you know, you guys know what they are, right? So it's it, but it's, it's like 2% of the attacks are occurring through the CVEs, but yet there's all that attention spent to that. Yeah. And very little attention spent to this pen testing side. Yeah. Which is sort of this continuous threat, you know, monitoring space and, and, and this vulnerability space where I think we play such an important role and I'm so excited to be a part of the tip of the spear on this one. >>Yeah. I'm old enough to know the movie sneakers, which I love as a, you know, watching that movie, you know, professional hackers are testing, testing, always testing the environment. I love this. I gotta ask you, as we kind of wrap up here, Chris, if you don't mind the benefits to team professional services from this alliance, big news Splunk and you guys work well together. We see that clearly. What are, what other benefits do professional services teams see from the Splunk and Horizon three AI alliance? >>So if you're a, I think for, from our, our, from both of our partners as we bring these guys together and many of them already are the same partner, right? Is that first off, the licensing model is probably one of the key areas that we really excel at. So if you're an end user, you can buy for the enterprise by the enter of IP addresses you're using. But if you're a partner working with this, there's solution ways that you can go in and we'll license as to MSPs and what that business model on our MSPs looks like. But the unique thing that we do here is this c plus license. And so the Consulting Plus license allows like a, somebody a small to midsize to some very large, you know, Fortune 100, you know, consulting firms uses by buying into a license called Consulting Plus where they can have unlimited access to as many ips as they want. >>But you can only run one test at a time. And as you can imagine when we're going and hacking passwords and checking hashes and decrypting hashes, that can take a while. So, but for the right customer, it's, it's a perfect tool. And so I I'm so excited about our ability to go to market with our partners so that we underhand to sell, understand how not to just sell too or not tell just to sell through, but we know how to sell with them as a good vendor partner. I think that that's one thing that we've done a really good job building bringing into market. >>Yeah. I think also the Splunk has had great success how they've enabled partners and professional services. Absolutely. They've, you know, the services that layer on top of Splunk are multifold tons of great benefits. So you guys vector right into that ride, that wave with >>Friction. And, and the cool thing is that in, you know, in one of our reports, which could be totally customized with someone else's logo, we're going to generate, you know, so I, I used to work at another organization, it wasn't Splunk, but we, we did, you know, pen testing as a, as a for, for customers and my pen testers would come on site, they, they do the engagement and they would leave. And then another really, someone would be, oh shoot, we got another sector that was breached and they'd call you back, you know, four weeks later. And so by August our entire pen testings teams would be sold out and it would be like, wow. And in March maybe, and they'd like, No, no, no, I gotta breach now. And, and, and then when they do go in, they go through, do the pen test and they hand over a PDF and they pat you on the back and say, there's where your problems are, you need to fix it. And the reality is, is that what we're gonna generate completely autonomously with no human interaction is we're gonna go and find all the permutations that anything we found and the fix for those permutations and then once you fixed everything, you just go back and run another pen test. Yeah. It's, you know, for what people pay for one pen test, they could have a tool that does that. Every, every pat patch on Tuesday pen test on Wednesday, you know, triage throughout the week, >>Green, yellow, red. I wanted to see colors show me green, green is good, right? Not red. >>And once CIO doesn't want, who doesn't want that dashboard, right? It's, it's, it is exactly it. And we can help bring, I think that, you know, I'm really excited about helping drive this with the Splunk team cuz they get that, they understand that it's the green, yellow, red dashboard and, and how do we help them find more green so that the other guys are >>In Yeah. And get in the data and do the right thing and be efficient with how you use the data, Know what to look at. So many things to pay attention to, you know, the combination of both and then, then go to market strategy. Real brilliant. Congratulations Chris. Thanks for coming on and sharing this news with the detail around this Splunk in action around the alliance. Thanks for sharing, >>John. My pleasure. Thanks. Look forward to seeing you soon. >>All right, great. We'll follow up and do another segment on DevOps and IT and security teams as the new new ops, but, and Super cloud, a bunch of other stuff. So thanks for coming on. And our next segment, the CEO of Verizon, three AA, will break down all the new news for us here on the cube. You're watching the cube, the leader in high tech enterprise coverage.

Published Date : Sep 27 2022

SUMMARY :

I'm John Furrier, host of the Cube. Yeah, like I said, you know, great to meet you John. And boy man, you know, talk about being in the right place at the right time. the security space and in the public sector domain that I was in, you know, security was 70% And I think that the value that we bring to, you know, And so if you think about what node zero and what we're doing in a Horizon three is that, Just give a quick highlight of what happened so you And that's the sort of stuff that we do under, you know, a lot of these tools. Like not, and I'm not, you know, you think about the cacophony of tools that are That means that it is now in the developer hands, So how would you look at that and And so if you think about what we're able to do with before, you know, we've come up with this boils U Loop, but we call it fine fix verify. you know, so can Splunk see all the assets, do the same assets marry up? And you know, SNA Hall, when he was the CTO of JS o, So the question is, And so I would, I put that at, you know, a a a more layman's third grade term. And then third would be verifying that you have all of the hosts. So they could let, you know, float customers can use Splunk. So can you talk about what Yeah, so I think, you know, going back to those things that I just spoke about, a lot of those CVEs So put it on the scale and we prioritize though, versus a, a vulner review scanner's just gonna give you a bunch of Is that kind of what you're getting at? is that who would've thought, you know, I've got my multifactor authentication going in a Hey, be careful of what you collect. time though I was working on this and start off, you get the pdf, they opened the PDF and whoever that customer was Oh I'm gonna click on that for sure. Which is sort of this continuous threat, you know, monitoring space and, services from this alliance, big news Splunk and you guys work well together. And so the Consulting Plus license allows like a, somebody a small to midsize to And as you can imagine when we're going and hacking passwords They've, you know, the services that layer on top of Splunk are multifold And, and the cool thing is that in, you know, in one of our reports, which could be totally customized I wanted to see colors show me green, green is good, And we can help bring, I think that, you know, I'm really excited about helping drive this with the Splunk team cuz So many things to pay attention to, you know, the combination of both and then, then go to market strategy. Look forward to seeing you soon. And our next segment, the CEO of Verizon,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
ChrisPERSON

0.99+

JohnPERSON

0.99+

Patrick KauflinPERSON

0.99+

2013DATE

0.99+

70%QUANTITY

0.99+

MarchDATE

0.99+

Chris HillPERSON

0.99+

VerizonORGANIZATION

0.99+

2019DATE

0.99+

SplunkORGANIZATION

0.99+

McAfeeORGANIZATION

0.99+

John FurrierPERSON

0.99+

WednesdayDATE

0.99+

UberORGANIZATION

0.99+

six weeksQUANTITY

0.99+

last yearDATE

0.99+

AdobeORGANIZATION

0.99+

three peopleQUANTITY

0.99+

5,000 serversQUANTITY

0.99+

2008DATE

0.99+

2002DATE

0.99+

TuesdayDATE

0.99+

bothQUANTITY

0.99+

Horizons NehaORGANIZATION

0.99+

four weeks laterDATE

0.99+

LinkedInORGANIZATION

0.99+

next weekDATE

0.99+

todayDATE

0.99+

United StatesLOCATION

0.99+

oneQUANTITY

0.99+

AugustDATE

0.99+

firstQUANTITY

0.99+

2012DATE

0.99+

2%QUANTITY

0.98+

thirdQUANTITY

0.98+

one pen testQUANTITY

0.98+

one timeQUANTITY

0.98+

this weekDATE

0.98+

one testQUANTITY

0.98+

hundred percentQUANTITY

0.98+

NextGenORGANIZATION

0.98+

15 more itemsQUANTITY

0.97+

two monthsQUANTITY

0.97+

First timeQUANTITY

0.97+

five thingsQUANTITY

0.96+

SECORGANIZATION

0.96+

one customerQUANTITY

0.96+

Lockheed MartinORGANIZATION

0.96+

15 moreQUANTITY

0.95+

one thingQUANTITY

0.95+

hundred percentQUANTITY

0.95+

Winning Cloud Models - De facto Standards or Open Clouds | Supercloud22


 

(bright upbeat music) >> Welcome back, everyone, to the "Supercloud 22." I'm John Furrier, host of "The Cube." This is the Cloud-erati panel, the distinguished experts who have been there from day one, watching the cloud grow, from building clouds, and all open source stuff as well. Just great stuff. Good friends of "The Cube," and great to introduce back on "The Cube," Adrian Cockcroft, formerly with Netflix, formerly AWS, retired, now commentating here in "The Cube," as well as other events. Great to see you back out there, Adrian. Lori MacVittie, Cloud Evangelist with F5, also wrote a great blog post on supercloud, as well as Dave Vellante as well, setting up the supercloud conversation, which we're going to get into, and Chris Hoff, who's the CTO and CSO of LastPass who's been building clouds, and we know him from "The Cube" before with security and cloud commentary. Welcome, all, back to "The Cube" and supercloud. >> Thanks, John. >> Hi. >> All right, Lori, we'll start with you to get things going. I want to try to sit back, as you guys are awesome experts, and involved from building, and in the trenches, on the front lines, and Adrian's coming out of retirement, but Lori, you wrote the post setting the table on supercloud. Let's start with you. What is supercloud? What is it evolving into? What is the north star, from your perspective? >> Well, I don't think there's a north star yet. I think that's one of the reasons I wrote it, because I had a clear picture of this in my mind, but over the past, I don't know, three, four years, I keep seeing, in research, my own and others', complexity, multi-cloud. "We can't manage it. They're all different. "We have trouble. What's going on? "We can't do anything right." And so digging into it, you start looking into, "Well, what do you mean by complexity?" Well, security. Migration, visibility, performance. The same old problems we've always had. And so, supercloud is a concept that is supposed to overlay all of the clouds and normalize it. That's really what we're talking about, is yet another abstraction layer that would provide some consistency that would allow you to do the same security and monitor things correctly. Cornell University actually put out a definition way back in 2016. And they said, "It's an architecture that enables migration "across different zones or providers," and I think that's important, "and provides interfaces to everything, "makes it consistent, and normalizes the network," basically brings it all together, but it also extends to private clouds. Sometimes we forget about that piece of it, and I think that's important in this, so that all your clouds look the same. So supercloud, big layer on top, makes everything wonderful. It's unicorns again. >> It's interesting. We had multiple perspectives. (mumbles) was like Snowflake, who built on top of AWS. Jerry Chan, who we heard from earlier today, Greylock Penn's "Castles in the Cloud" saying, "Hey, you can have a moat, "you can build an advantage and have differentiation," so startups are starting to build on clouds, that's the native cloud view, and then, of course, they get success and they go to all the other clouds 'cause they got customers in the ecosystem, but it seems that all the cloud players, Chris, you commented before we came on today, is that they're all fighting for the customer's workloads on their infrastructure. "Come bring your stuff over to here, "and we'll make it run better." And all your developers are going to be good. Is there a problem? I mean, or is this something else happening here? Is there a real problem? >> Well, I think the north star's over there, by the way, Lori. (laughing) >> Oh, there it is. >> Right there. The supercloud north star. So indeed I think there are opportunities. Whether you call them problems or not, John, I think is to be determined. Most companies have, especially if they're a large enterprise, whether or not they've got an investment in private cloud or not, have spent time really trying to optimize their engineering and workload placement on a single cloud. And that, regardless of your choice, as we take the big three, whether it's Amazon, Google, or Microsoft, each of them have their pros and cons for various types of workloads. And so you'll see a lot of folks optimizing for a particular cloud, and it takes a huge effort up and down the stack to just get a single cloud right. That doesn't take into consideration integrations with software as a service, instantiated, oftentimes, on top of infrastructure of the service that you need to supplement where the obstruction layer ends in infrastructure of the service. You've seen most IS players starting to now move up-chain, as we predicted years ago, to platform as a service, but platforms of various types. So I definitely see it as an opportunity. Previous employers have had multiple clouds, but they were very specifically optimized for the types of workloads, for example, in, let's say, AWS versus GCP, based on the need for different types and optimized compute platforms that each of those providers ran. We never, in that particular case, thought about necessarily running the same workloads across both clouds, because they had different pricing models, different security models, et cetera. And so the challenge is really coming down to the fact that, what is the cost benefit analysis of thinking about multi-cloud when you can potentially engineer the resiliency or redundancy, all the in-season "ilities" that you might need to factor into your deployments on a single cloud, if they are investing at the pace in which they are? So I think it's an opportunity, and it's one that continues to evolve, but this just reminds me, your comments remind me, of when we were talking about OpenStack versus AWS. "Oh, if there were only APIs that existed "that everybody could use," and you saw how that went. So I think that the challenge there is, what is the impetus for a singular cloud provider, any of the big three, deciding that they're going to abstract to a single abstraction layer and not be able to differentiate from the competitors? >> Yeah, and that differentiation's going to be big. I mean, assume that the clouds aren't going to stay still like AWS and just not stop innovating. We see the devs are doing great, Adrian, open source is bigger and better than ever, but now that's been commercialized into enterprise. It's an ops problem. So to Chris's point, the cost benefit analysis is interesting, because do companies have to spin up multiple operations teams, each with specialized training and tooling for the clouds that they're using, and does that open up a can of worms, or is that a good thing? I mean, can you design for this? I mean, is there an architecture or taxonomy that makes it work, or is it just the cart before the horse, the solution before the problem? >> Yeah, well, I think that if you look at any large vendor... Sorry, large customer, they've got a bit of everything already. If you're big enough, you've bought something from everybody at some point. So then you're trying to rationalize that, and trying to make it make sense. And I think there's two ways of looking at multi-cloud or supercloud, and one is that the... And practically, people go best of breed. They say, "Okay, I'm going to get my email "from Google or Microsoft. "I'm going to run my applications on AWS. "Maybe I'm going to do some AI machine learning on Google, "'cause those are the strengths of the platforms." So people tend to go where the strength is. So that's multi-cloud, 'cause you're using multiple clouds, and you still have to move data and make sure they're all working together. But then what Lori's talking about is trying to make them all look the same and trying to get all the security architectures to be the same and put this magical layer, this unicorn magical layer that, "Let's make them all look the same." And this is something that the CIOs have wanted for years, and they keep trying to buy it, and you can sell it, but the trouble is it's really hard to deliver. And I think, when I go back to some old friends of ours at Enstratius who had... And back in the early days of cloud, said, "Well, we'll just do an API that abstracts "all the cloud APIs into one layer." Enstratius ended up being sold to Dell a few years ago, and the problem they had was that... They didn't have any problem selling it. The problem they had was, a year later, when it came up for renewal, the developers all done end runs around it were ignoring it, and the CIOs weren't seeing usage. So you can sell it, but can you actually implement it and make it work well enough that it actually becomes part of your core architecture without, from an operations point of view, without having the developers going directly to their favorite APIs around them? And I'm not sure that you can really lock an organization down enough to get them onto a layer like that. So that's the way I see it. >> You just defined- >> You just defined shadow shadow IT. (laughing) That's pretty- (crosstalk) >> Shadow shadow IT, yeah. >> Yeah, shadow shadow it. >> Yeah. >> Yeah. >> I mean, this brings up the question, I mean, is there really a problem? I mean, I guess we'll just jump to it. What is supercloud? If you can have the magic outcome, what is it? Enstratius rendered in with automation? The security issues? Kubernetes is hot. What is the supercloud dream? I guess that's the question. >> I think it's got easier than it was five, 10 years ago. Kubernetes gives you a bunch of APIs that are common across lots of different areas, things like Snowflake or MongoDB Atlas. There are SaaS-based services, which are across multiple clouds from vendors that you've picked. So it's easier to build things which are more portable, but I still don't think it's easy to build this magic API that makes them all look the same. And I think that you're going to have leaky abstractions and security being... Getting the security right's going to be really much more complex than people think. >> What about specialty superclouds, Chris? What's your view on that? >> Yeah, I think what Adrian is alluding to, those leaky abstractions, are interesting, especially from the security perspective, 'cause I think what you see is if you were to happen to be able to thin slice across a set of specific types of workloads, there is a high probability given today that, at least on two of the three major clouds, you could get SaaS providers that sit on those same infrastructure of the service clouds for you, string them together, and have a service that technically is abstracted enough from the things you care about to work on one, two, or three, maybe not all of them, but most SaaS providers in the security space, or identity space, data space, for example, coexist on at least Microsoft and AWS, if not all three, with Google. And so you could technically abstract a service to the point that you let that level of abstract... Like Lori said, no computer science problem could not be... So, no computer science problem can't be solved with more layers of abstraction or misdirection... Or redirection. And in that particular case, if you happen to pick the right vendors that run on all three clouds, you could possibly get close. But then what that really talks about is then, if you built your seven-layer dip model, then you really have specialty superclouds spanning across infrastructure of the service clouds. One for your identity apps, one for data and data layers, to normalize that, one for security, but at what cost? Because you're going to be charged not for that service as a whole, but based on compute resources, based on how these vendors charge across each cloud. So again, that cost-benefit ratio might start being something that is rather imposing from a budgetary perspective. >> Lori, weigh in on this, because the enterprise people love to solve complexity with more complexity. Here, we need to go the other way. It's a commodity. So there has to be a better way. >> I think I'm hearing two fundamental assumptions. One, that a supercloud would force the existing big three to implement some sort of equal API. Don't agree with that. There's no business case for that. There's no reason that could compel them to do that. Otherwise, we would've convinced them to do that, what? 10, 15 years ago when we said we need to be interoperable. So it's not going to happen there. They don't have a good reason to do that. There's no business justification for that. The other presumption, I think, is that we would... That it's more about the services, the differentiated services, that are offered by all of these particular providers, as opposed to treating the core IaaS as the commodity it is. It's compute, it's some storage, it's some networking. Look at that piece. Now, pull those together by... And it's not OpenStack. That's not the answer, it wasn't the answer, it's not the answer now, but something that can actually pull those together and abstract it at a different layer. So cloud providers don't have to change, 'cause they're not going to change, but if someone else were to build that architecture to say, "all right, I'm going to treat all of this compute "so you can run your workloads," as Chris pointed out, "in the best place possible. "And we'll help you do that "by being able to provide those cost benefit analysis, "'What's the best performance, what are you doing,' "And then provide that as a layer." So I think that's really where supercloud is going, 'cause I think that's what a lot of the market actually wants in terms of where they want to run their workloads, because we're seeing that they want to run workloads at the edge, "a lot closer to me," which is yet another factor that we have to consider, and how are you going to be moving individual workloads around? That's the holy grail. Let's move individual workloads to where they're the best performance, the security, cost optimized, and then one layer up. >> Yeah, I think so- >> John Considine, who ultimately ran CloudSwitch, that sold to Verizon, as well as Tom Gillis, who built Bracket, are both rolling in their graves, 'cause what you just described was exactly that. (Lori laughing) Well, they're not even dead yet, so I can't say they're rolling in their graves. Sorry, Tom. Sorry, John. >> Well, how do hyperscalers keep their advantage with all this? I mean, to that point. >> Native services and managed services on top of it. Look how many flavors of managed Kubernetes you have. So you have a choice. Roll your own, or go with a managed service, and then differentiate based on the ability to take away and simplify some of that complexity. Doesn't mean it's more secure necessarily, but I do think we're seeing opportunities where those guys are fighting tooth and nail to keep you on a singular cloud, even though, to Lori's point, I agree, I don't think it's about standardized APIs, 'cause I think that's never going to happen. I do think, though, that SaaS-y supercloud model that we were talking about, layering SaaS that happens to span all the three infrastructure of the service are probably more in line with what Lori was talking about. But I do think that portability of workload is given to you today within lots of ways. But again, how much do you manage, and how much performance do you give up by running additional abstraction layers? And how much security do you give up by having to roll your own and manage that? Because the whole point was, in many cases... Cloud is using other people's computers, so in many cases, I want to manage as little of it as I possibly can. >> I like this whole SaaS angle, because if you had the old days, you're on Amazon Web Services, hey, if you build a SaaS application that runs on Amazon, you're all great, you're born in the cloud, just like that generations of startups. Great. Now when you have this super pass layer, as Dave Vellante was riffing on his analysis, and Lori, you were getting into this pass layer that's kind of like SaaS-y, what's the SaaS equation look like? Because that, to me, sounds like a supercloud version of saying, "I have a workload that runs on all the clouds equally." I just don't think that's ever going to happen. I agree with you, Chris, on that one. But I do see that you can have an abstraction that says, "Hey, I don't really want to get in the weeds. "I don't want to spend a lot of ops time on this. "I just want it to run effectively, and magic happens," or, as you said, some layer there. How does that work? How do you see this super pass layer, if anything, enabling a different SaaS game? >> I think you hit on it there. The last like 10 or so years, we've been all focused on developers and developer productivity, and it's all about the developer experience, and it's got to be good for them, 'cause they're the kings. And I think the next 10 years are going to be very focused on operations, because once you start scaling out, it's not about developers. They can deliver fast or slow, it doesn't matter, but if you can't scale it out, then you've got a real problem. So I think that's an important part of it, is really, what is the ops experience, and what is the best way to get those costs down? And this would serve that purpose if it was done right, which, we can argue about whether that's possible or not, but I don't have to implement it, so I can say it's possible. >> Well, are we going to be getting into infrastructure as code moves into "everything is code," security, data, (laughs) applications is code? I mean, "blank" is code, fill in the blank. (Lori laughing) >> Yeah, we're seeing more of that with things like CDK and Pulumi, where you are actually coding up using a real language rather than the death by YAML or whatever. How much YAML can you take? But actually having a real language so you're not trying to do things in parsing languages. So I think that's an interesting trend. You're getting some interesting templates, and I like what... I mean, the counterexample is that if you just go deep on one vendor, then maybe you can go faster and it is simpler. And one of my favorite vendor... Favorite customers right now that I've been talking to is Liberty Mutual. Went very deep and serverless first on AWS. They're just doing everything there, and they're using CDK Patterns to do it, and they're going extremely fast. There's a book coming out called "The Value Flywheel" by Dave Anderson, it's coming out in a few months, to just detail what they're doing, but that's the counterargument. If you could pick one vendor, you can go faster, you can get that vendor to do more for you, and maybe get a bigger discount so you're not splitting your discounts across vendors. So that's one aspect of it. But I think, fundamentally, you're going to find the CIOs and the ops people generally don't like sitting on one vendor. And if that single vendor is a horizontal platform that's trying to make all the clouds look the same, now you're locked into whatever that platform was. You've still got a platform there. There's still something. So I think that's always going to be something that the CIOs want, but the developers are always going to just pick whatever the best tool for building the thing is. And a analogy here is that the developers are dating and getting married, and then the operations people are running the family and getting divorced. And all the bad parts of that cycle are in the divorce end of it. You're trying to get out of a vendor, there's lawyers, it's just a big mess. >> Who's the lawyer in this example? (crosstalk) >> Well... (laughing) >> Great example. (crosstalk) >> That's why ops people don't like lock-in, because they're the ones trying to unlock. They aren't the ones doing the lock-in. They're the ones unlocking, when developers, if you separate the two, are the ones who are going, picking, having the fun part of it, going, trying a new thing. So they're chasing a shiny object, and then the ops people are trying to untangle themselves from the remains of that shiny object a few years later. So- >> Aren't we- >> One way of fixing that is to push it all together and make it more DevOps-y. >> Yeah, that's right. >> But that's trying to put all the responsibilities in one place, like more continuous improvement, but... >> Chris, what's your reaction to that? Because you're- >> No, that's exactly what I was going to bring up, yeah, John. And 'cause we keep saying "devs," "dev," and "ops" and I've heard somewhere you can glue those two things together. Heck, you could even include "sec" in the middle of it, and "DevSecOps." So what's interesting about what Adrian's saying though, too, is I think this has a lot to do with how you structure your engineering teams and how you think about development versus operations and security. So I'm building out a team now that very much makes use of, thanks to my brilliant VP of Engineering, a "Team Topologies" approach, which is a very streamlined and product oriented way of thinking about, for example, in engineering, if you think about team structures, you might have people that build the front end, build the middle tier, and the back end, and then you have a product that needs to make use of all three components in some form. So just from getting stuff done, their ability then has to tie to three different groups, versus building a team that's streamlined that ends up having front end, middleware, and backend folks that understand and share standards but are able to uncork the velocity that's required to do that. So if you think about that, and not just from an engineering development perspective, but then you couple in operations as a foundational layer that services them with embedded capabilities, we're putting engineers and operations teams embedded in those streamlined teams so that they can run at the velocity that they need to, they can do continuous integration, they can do continuous deployment. And then we added CS, which is continuously secure, continuous security. So instead of having giant, centralized teams, we're thinking there's a core team, for example, a foundational team, that services platform, makes sure all the trains are running on time, that we're doing what we need to do foundationally to make the environments fully dev and operator and security people functional. But then ultimately, we don't have these big, monolithic teams that get into turf wars. So, to Adrian's point about, the operators don't like to be paned in, well, they actually have a say, ultimately, in how they architect, deploy, manage, plan, build, and operate those systems. But at the same point in time, we're all looking at that problem across those teams and go... Like if one streamline team says, "I really want to go run on Azure, "because I like their services better," the reality is the foundational team has a larger vote versus opinion on whether or not, functionally, we can satisfy all of the requirements of the other team. Now, they may make a fantastic business case and we play rock, paper, scissors, and we do that. Right now, that hasn't really happened. We look at the balance of AWS, we are picking SaaS-y, supercloud vendors that will, by the way, happen to run on three platforms, if we so choose to expand there. So we have a similar interface, similar capability, similar processes, but we've made the choice at LastPass to go all in on AWS currently, with respect to how we deliver our products, for all the reasons we just talked about. But I do think that operations model and how you build your teams is extremely important. >> Yeah, and to that point- >> And has the- (crosstalk) >> The vendors themselves need optionality to the customer, what you're saying. So, "I'm going to go fast, "but I need to have that optionality." I guess the question I have for you guys is, what is today's trade-off? So if the decision point today is... First of all, I love the go-fast model on one cloud. I think that's my favorite when I look at all this, and then with the option, knowing that I'm going to have the option to go to multiple clouds. But everybody wants lock-in on the vendor side. Is that scale, is that data advantage? I mean, so the lock-in's a good question, and then also the trade-offs. What do people have to do today to go on a supercloud journey to have an ideal architecture and taxonomy, and what's the right trade-offs today? >> I think that the- Sorry, just put a comment and then let Lori get a word in, but there's a lot of... A lot of the market here is you're building a product, and that product is a SaaS product, and it needs to run somewhere. And the customers that you're going to... To get the full market, you need to go across multiple suppliers, most people doing AWS and Azure, and then with Google occasionally for some people. But that, I think, has become the pattern that most of the large SaaS platforms that you'd want to build out of, 'cause that's the fast way of getting something that's going to be stable at scale, it's got functionality, you'd have to go invest in building it and running it. Those platforms are just multi-cloud platforms, they're running across them. So Snowflake, for example, has to figure out how to make their stuff work on more than one cloud. I mean, they started on one, but they're going across clouds. And I think that that is just the way it's going to be, because you're not going to get a broad enough view into the market, because there isn't a single... AWS doesn't have 100% of the market. It's maybe a bit more than them, but Azure has got a pretty solid set of markets where it is strong, and it's market by market. So in some areas, different people in some places in the world, and different vertical markets, you'll find different preferences. And if you want to be across all of them with your data product, or whatever your SaaS product is, you're just going to have to figure this out. So in some sense, the supercloud story plays best with those SaaS providers like the Snowflakes of this world, I think. >> Lori? >> Yeah, I think the SaaS product... Identity, whatever, you're going to have specialized. SaaS, superclouds. We already see that emerging. Identity is becoming like this big SaaS play that crosses all clouds. It's not just for one. So you get an evolution going on where, yes, I mean, every vendor who provides some kind of specific functionality is going to have to build out and be multi-cloud, as it were. It's got to work equally across them. And the challenge, then, for them is to make it simple for both operators and, if required, dev. And maybe that's the other lesson moving forward. You can build something that is heaven for ops, but if the developers won't use it, well, then you're not going to get it adopted. But if you make it heaven for the developers, the ops team may not be able to keep it secure, keep everything. So maybe we have to start focusing on both, make it friendly for both, at least. Maybe it won't be the perfect experience, but gee, at least make it usable for both sides of the equation so that everyone can actually work in concert, like Chris was saying. A more comprehensive, cohesive approach to delivery and deployment. >> All right, well, wrapping up here, I want to just get one final comment from you guys, if you don't mind. What does supercloud look like in five years? What's the Nirvana, what's the steady state of supercloud in five to 10 years? Or say 10 years, make it easier. (crosstalk) Five to 10 years. Chris, we'll start with you. >> Wow. >> Supercloud, what's it look like? >> Geez. A magic pane, a single pane of glass. (laughs) >> Yeah, I think- >> Single glass of pain. >> Yeah, a single glass of pain. Thank you. You stole my line. Well, not mine, but that's the one I was going to use. Yeah, I think what is really fascinating is ultimately, to answer that question, I would reflect on market consolidation and market dynamics that happens even in the SaaS space. So we will see SaaS companies combining in focal areas to be able to leverage the positions, let's say, in the identity space that somebody has built to provide a set of compelling services that help abstract that identity problem or that security problem or that instrumentation and observability problem. So take your favorite vendors today. I think what we'll end up seeing is more consolidation in SaaS offerings that run on top of infrastructure of the service offerings to where a supercloud might look like something I described before. You have the combination of your favorite interoperable identity, observability, security, orchestration platforms run across them. They're sold as a stack, whether it be co-branded by an enterprise vendor that sells all of that and manages it for you or not. But I do think that... You talked about, I think you said, "Is this an innovator's dilemma?" No, I think it's an integrator's dilemma, as it has always ultimately been. As soon as you get from Genesis to Bespoke Build to product to then commoditization, the cycle starts anew. And I think we've gotten past commoditization, and we're looking at niche areas. So I see just the evolution, not necessarily a revolution, of what we're dealing with today as we see more consolidation in the marketplace. >> Lori, what's your take? Five years, 10 years, what does supercloud look like? >> Part of me wants to take the pie in the sky unicorn approach. "No, it will be beautiful. "One button, and things will happen," but I've seen this cycle many times before, and that's not going to happen. And I think Chris has got it pretty close to what I see already evolving. Those different kinds of super services, basically. And that's really what we're talking about. We call them SaaS, but they're... X is a service. Everything is a service, and it's really a supercloud that can run anywhere, but it presents a different interface, because, well, it's easier. And I think that's where we're going to go, and that's just going to get more refined. And yes, a lot of consolidation, especially on the observability side, but that's also starting to consume the security side, which is really interesting to watch. So that could be a little different supercloud coming on there that's really focused on specific types of security, at least, that we'll layer across, and then we'll just hook them all together. It's an API first world, and it seems like that's going to be our standard for the next while of how we integrate everything. So superclouds or APIs. >> Awesome. Adrian... Adrian, take us home. >> Yeah, sure. >> What's your- I think, and just picking up on Lori's point that these are web services, meaning that you can just call them from anywhere, they don't have to run everything in one place, they can stitch it together, and that's really meant... It's somewhat composable. So in practice, people are going to be composable. Can they compose their applications on multiple platforms? But I think the interesting thing here is what the vendors do, and what I'm seeing is vendors running software on other vendors. So you have Google building platforms that, then, they will support on AWS and Azure and vice versa. You've got AWS's distro of Kubernetes, which they now give you as a distro so you can run it on another platform. So I think that trend's going to continue, and it's going to be, possibly, you pick, say, an AWS or a Google software stack, but you don't run it all on AWS, you run it in multiple places. Yeah, and then the other thing is the third tier, second, third tier vendors, like, I mean, what's IBM doing? I think in five years time, IBM is going to be a SaaS vendor running on the other clouds. I mean, they're already halfway there. To be a bit more controversial, I guess it's always fun to... Like I don't work for a corporate entity now. No one tells me what I can say. >> Bring it on. >> How long can Google keep losing a billion dollars a quarter? They've either got to figure out how to make money out of this thing, or they'll end up basically being a software stack on another cloud platform as their, likely, actual way they can make money on it. Because you've got to... And maybe Oracle, is that a viable cloud platform that... You've got to get to some level of viability. And I think the second, third tier of vendors in five, 10 years are going to be running on the primary platform. And I think, just the other final thing that's really driving this right now. If you try and place an order right now for a piece of equipment for your data center, key pieces of equipment are a year out. It's like trying to buy a new fridge from like Sub-Zero or something like that. And it's like, it's a year. You got to wait for these things. Any high quality piece of equipment. So you go to deploy in your data center, and it's like, "I can't get stuff in my data center. "Like, the key pieces I need, I can't deploy a whole system. "We didn't get bits and pieces of it." So people are going to be cobbling together, or they're going, "No, this is going to cloud, because the cloud vendors "have a much stronger supply chain to just be able "to give you the system you need. "They've got the capacity." So I think we're going to see some pandemic and supply chain induced forced cloud migrations, just because you can't build stuff anymore outside the- >> We got to accelerate supercloud, 'cause they have the supply. They are the chain. >> That's super smart. That's the benefit of going last. So I'm going to scoop in real quick. I can't believe we can call this "Web3 Supercloud," because none of us said "Web3." Don't forget DAO. (crosstalk) (indistinct) You have blockchain, blockchain superclouds. I mean, there's some very interesting distributed computing stuff there, but we'll have to do- >> (crosstalk) We're going to call that the "Cubeverse." The "Cubeverse" is coming. >> Oh, the "Cubeverse." All right. >> We will be... >> That's very meta. >> In the metaverse, Cubeverse soon. >> "Stupor cloud," perhaps. But anyway, great points, Adrian and Lori. Loved it. >> Chris, great to see you. Adrian, Lori, thanks for coming on. We've known each other for a long time. You guys are part of the cloud-erati, the group that has been in there from day one, and watched it evolve, and you get the scar tissue to prove it, and the experience. So thank you so much for sharing your commentary. We'll roll this up and make it open to everybody as additional content. We'll call this the "outtakes," the longer version. But really appreciate your time, thank you. >> Thank you. >> Thanks so much. >> Okay, we'll be back with more "Supercloud 22" right after this. (bright upbeat music)

Published Date : Aug 7 2022

SUMMARY :

Great to see you back out there, Adrian. and in the trenches, some consistency that would allow you are going to be good. by the way, Lori. and it's one that continues to evolve, I mean, assume that the and the problem they had was that... You just defined shadow I guess that's the question. Getting the security right's going to be the things you care about So there has to be a better way. build that architecture to say, that sold to Verizon, I mean, to that point. is given to you today within lots of ways. But I do see that you can and it's got to be good for code, fill in the blank. And a analogy here is that the developers (crosstalk) are the ones who are going, is to push it all together all the responsibilities the operators don't like to be paned in, the option to go to multiple clouds. and it needs to run somewhere. And maybe that's the other of supercloud in five to 10 years? A magic pane, a single that happens even in the SaaS space. and that's just going to get more refined. Adrian, take us home. and it's going to be, So people are going to be cobbling They are the chain. So I'm going to scoop in real quick. call that the "Cubeverse." Oh, the "Cubeverse." In the metaverse, But anyway, great points, Adrian and Lori. and you get the scar tissue to with more "Supercloud

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
ChrisPERSON

0.99+

Lori MacVittiePERSON

0.99+

LoriPERSON

0.99+

AdrianPERSON

0.99+

Jerry ChanPERSON

0.99+

Dave AndersonPERSON

0.99+

Dave VellantePERSON

0.99+

GoogleORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

Adrian CockcroftPERSON

0.99+

VerizonORGANIZATION

0.99+

Chris HoffPERSON

0.99+

John ConsidinePERSON

0.99+

The Value FlywheelTITLE

0.99+

JohnPERSON

0.99+

AWSORGANIZATION

0.99+

Tom GillisPERSON

0.99+

2016DATE

0.99+

IBMORGANIZATION

0.99+

fiveQUANTITY

0.99+

twoQUANTITY

0.99+

TomPERSON

0.99+

100%QUANTITY

0.99+

threeQUANTITY

0.99+

Castles in the CloudTITLE

0.99+

10 yearsQUANTITY

0.99+

EnstratiusORGANIZATION

0.99+

Cornell UniversityORGANIZATION

0.99+

John FurrierPERSON

0.99+

Five yearsQUANTITY

0.99+

Amazon Web ServicesORGANIZATION

0.99+

The CubeTITLE

0.99+

NetflixORGANIZATION

0.99+

FiveQUANTITY

0.99+

five yearsQUANTITY

0.99+

a year laterDATE

0.99+

OneQUANTITY

0.99+

secondQUANTITY

0.99+

Breaking Analysis: AWS re:Inforce marks a summer checkpoint on cybersecurity


 

>> From theCUBE Studios in Palo Alto and Boston bringing you data driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> After a two year hiatus, AWS re:Inforce is back on as an in-person event in Boston next week. Like the All-Star break in baseball, re:Inforce gives us an opportunity to evaluate the cyber security market overall, the state of cloud security and cross cloud security and more specifically what AWS is up to in the sector. Welcome to this week's Wikibon cube insights powered by ETR. In this Breaking Analysis we'll share our view of what's changed since our last cyber update in May. We'll look at the macro environment, how it's impacting cyber security plays in the market, what the ETR data tells us and what to expect at next week's AWS re:Inforce. We start this week with a checkpoint from Breaking Analysis contributor and stock trader Chip Simonton. We asked for his assessment of the market generally in cyber stocks specifically. So we'll summarize right here. We've kind of moved on from a narrative of the sky is falling to one where the glass is half empty you know, and before today's big selloff it was looking more and more like glass half full. The SNAP miss has dragged down many of the big names that comprise the major indices. You know, earning season as always brings heightened interest and this time we're seeing many cross currents. It starts as usual with the banks and the money centers. With the exception of JP Morgan the numbers were pretty good according to Simonton. Investment banks were not so great with Morgan and Goldman missing estimates but in general, pretty positive outlooks. But the market also shrugged off IBM's growth. And of course, social media because of SNAP is getting hammered today. The question is no longer recession or not but rather how deep the recession will be. And today's PMI data was the weakest since the start of the pandemic. Bond yields continue to weaken and there's a growing consensus that Fed tightening may be over after September as commodity prices weaken. Now gas prices of course are still high but they've come down. Tesla, Nokia and AT&T all indicated that supply issues were getting better which is also going to help with inflation. So it's no shock that the NASDAQ has done pretty well as beaten down as tech stocks started to look oversold you know, despite today's sell off. But AT&T and Verizon, they blamed their misses in part on people not paying their bills on time. SNAP's huge miss even after guiding lower and then refusing to offer future guidance took that stock down nearly 40% today and other social media stocks are off on sympathy. Meta and Google were off, you know, over 7% at midday. I think at one point hit 14% down and Google, Meta and Twitter have all said they're freezing new hires. So we're starting to see according to Simonton for the first time in a long time, the lower income, younger generation really feeling the pinch of inflation. Along of course with struggling families that have to choose food and shelter over discretionary spend. Now back to the NASDAQ for a moment. As we've been reporting back in mid-June and NASDAQ was off nearly 33% year to date and has since rallied. It's now down about 25% year to date as of midday today. But as I say, it had been, you know much deeper back in early June. But it's broken that downward trend that we talked about where the highs are actually lower and the lows are lower. That's started to change for now anyway. We'll see if it holds. But chip stocks, software stocks, and of course the cyber names have broken those down trends and have been trading above their 50 day moving averages for the first time in around four months. And again, according to Simonton, we'll see if that holds. If it does, that's a positive sign. Now remember on June 24th, we recorded a Breaking Analysis and talked about Qualcomm trading at a 12 X multiple with an implied 15% growth rate. On that day the stock was 124 and it surpassed 155 earlier this month. That was a really good call by Simonton. So looking at some of the cyber players here SailPoint is of course the anomaly with the Thoma Bravo 7 billion acquisition of the company holding that stock up. But the Bug ETF of basket of cyber stocks has definitely improved. When we last reported on cyber in May, CrowdStrike was off 23% year to date. It's now off 4%. Palo Alto has held steadily. Okta is still underperforming its peers as it works through the fallout from the breach and the ingestion of its Auth0 acquisition. Meanwhile, Zscaler and SentinelOne, those high flyers are still well off year to date, with Ping Identity and CyberArk not getting hit as hard as their valuations hadn't run up as much. But virtually all these tech stocks generally in cyber issues specifically, they've been breaking their down trend. So it will now come down to earnings guidance in the coming months. But the SNAP reaction is quite stunning. I mean, the environment is slowing, we know that. Ad spending gets cut in that type of market, we know that too. So it shouldn't be a huge surprise to anyone but as Chip Simonton says, this shows that sellers are still in control here. So it's going to take a little while to work through that despite the positive signs that we're seeing. Okay. We also turned to our friend Eric Bradley from ETR who follows these markets quite closely. He frequently interviews CISOs on his program, on his round tables. So we asked to get his take and here's what ETR is saying. Again, as we've reported while CIOs and IT buyers have tempered spending expectations since December and early January when they called for an 8% plus spending growth, they're still expecting a six to seven percent uptick in spend this year. So that's pretty good. Security remains the number one priority and also is the highest ranked sector in the ETR data set when you measure in terms of pervasiveness in the study. Within security endpoint detection and extended detection and response along with identity and privileged account management are the sub-sectors with the most spending velocity. And when you exclude Microsoft which is just dominant across the board in so many sectors, CrowdStrike has taken over the number one spot in terms of spending momentum in ETR surveys with CyberArk and Tanium showing very strong as well. Okta has seen a big dropoff in net score from 54% last survey to 45% in July as customers maybe put a pause on new Okta adoptions. That clearly shows in the survey. We'll talk about that in a moment. Look Okta still elevated in terms of spending momentum, but it doesn't have the dominant leadership position it once held in spend velocity. Year on year, according to ETR, Tenable and Elastic are seeing the biggest jumps in spending momentum, with SailPoint, Tanium, Veronis, CrowdStrike and Zscaler seeing the biggest jump in new adoptions since the last survey. Now on the downside, SonicWall, Symantec, Trellic which is McAfee, Barracuda and TrendMicro are seeing the highest percentage of defections and replacements. Let's take a deeper look at what the ETR data tells us about the cybersecurity space. This is a popular view that we like to share with net score or spending momentum on the Y axis and overlap or pervasiveness in the data on the X axis. It's a measure of presence in the data set we used to call it market share. With the data, the dot positions, you see that little inserted table, that's how the dots are plotted. And it's important to note that this data is filtered for firms with at least 100 Ns in the survey. That's why some of the other ones that we mentioned might have dropped off. The red dotted line at 40% that indicates highly elevated spending momentum and there are several firms above that mark including of course, Microsoft, which is literally off the charts in both dimensions in the upper right. It's quite incredible actually. But for the rest of the pack, CrowdStrike has now taken back its number one net score position in the ETR survey. And CyberArk and Okta and Zscaler, CloudFlare and Auth0 now Okta through the acquisition, are all above the 40% mark. You can stare at the data at your leisure but I'll just point out, make three quick points. First Palo Alto continues to impress and as steady as she goes. Two, it's a very crowded market still and it's complicated space. And three there's lots of spending in different pockets. This market has too many tools and will continue to consolidate. Now I'd like to drill into a couple of firms net scores and pick out some of the pure plays that are leading the way. This series of charts shows the net score or spending velocity or granularity for Okta, CrowdStrike, Zscaler and CyberArk. Four of the top pure plays in the ETR survey that also have over a hundred responses. Now the colors represent the following. Bright red is defections. We're leaving the platform. The pink is we're spending less, meaning we're spending 6% or worse. The gray is flat spend plus or minus 5%. The forest green is spending more, i.e, 6% or more and the lime green is we're adding the platform new. That red dotted line at the 40% net score mark is the same elevated level that we like to talk about. All four are above that target. Now that blue line you see there is net score. The yellow line is pervasiveness in the data. The data shown in each bar goes back 10 surveys all the way back to January 2020. First I want to call out that all four again are seeing down trends in spending momentum with the whole market. That's that blue line. They're seeing that this quarter, again, the market is off overall. Everybody is kind of seeing that down trend for the most part. Very few exceptions. Okta is being hurt by fewer new additions which is why we highlighted in red, that red dotted area, that square that we put there in the upper right of that Okta bar. That lime green, new ads are off as well. And the gray for Okta, flat spending is noticeably up. So it feels like people are pausing a bit and taking a breather for Okta. And as we said earlier, perhaps with the breach earlier this year and the ingestion of Auth0 acquisition the company is seeing some friction in its business. Now, having said that, you can see Okta's yellow line or presence in the data set, continues to grow. So it's a good proxy from market presence. So Okta remains a leader in identity. So again, I'll let you stare at the data if you want at your leisure, but despite some concerns on declining momentum, notice this very little red at these companies when it comes to the ETR survey data. Now one more data slide which brings us to our four star cyber firms. We started a tradition a few years ago where we sorted the ETR data by net score. That's the left hand side of this graphic. And we sorted by shared end or presence in the data set. That's the right hand side. And again, we filtered by companies with at least 100 N and oh, by the way we've excluded Microsoft just to level the playing field. The red dotted line signifies the top 10. If a company cracks the top 10 in both spending momentum and presence, we give them four stars. So Palo Alto, CrowdStrike, Okta, Fortinet and Zscaler all made the cut this time. Now, as we pointed out in May if you combined Auth0 with Okta, they jumped to the number two on the right hand chart in terms of presence. And they would lead the pure plays there although it would bring down Okta's net score somewhat, as you can see, Auth0's net score is lower than Okta's. So when you combine them it would drag that down a little bit but it would give them bigger presence in the data set. Now, the other point we'll make is that Proofpoint and Splunk both dropped off the four star list this time as they both saw marked declines in net score or spending velocity. They both got four stars last quarter. Okay. We're going to close on what to expect at re:Inforce this coming week. Re:Inforce, if you don't know, is AWS's security event. They first held it in Boston back in 2019. It's dedicated to cloud security. The past two years has been virtual and they announced that reinvent that it would take place in Houston in June, which everybody said, that's crazy. Who wants to go to Houston in June and turns out nobody did so they postponed the event, thankfully. And so now they're back in Boston, starting on Monday. Not that it's going to be much cooler in Boston. Anyway, Steven Schmidt had been the face of AWS security at all these previous events as the Chief Information Security Officer. Now he's dropped the I from his title and is now the Chief Security Officer at Amazon. So he went with Jesse to the mothership. Presumably he dropped the I because he deals with physical security now too, like at the warehouses. Not that he didn't have to worry about physical security at the AWS data centers. I don't know. Anyway, he and CJ Moses who is now the new CISO at AWS will be keynoting along with some others including MongoDB's Chief Information Security Officer. So that should be interesting. Now, if you've been following AWS you'll know they like to break things down into, you know, a couple of security categories. Identity, detection and response, data protection slash privacy slash GRC which is governance, risk and compliance, and we would expect a lot more talk this year on container security. So you're going to hear also product updates and they like to talk about how they're adding value to services and try to help, they try to help customers understand how to apply services. Things like GuardDuty, which is their threat detection that has machine learning in it. They'll talk about Security Hub, which centralizes views and alerts and automates security checks. They have a service called Detective which does root cause analysis, and they have tools to mitigate denial of service attacks. And they'll talk about security in Nitro which isolates a lot of the hardware resources. This whole idea of, you know, confidential computing which is, you know, AWS will point out it's kind of become a buzzword. They take it really seriously. I think others do as well, like Arm. We've talked about that on previous Breaking Analysis. And again, you're going to hear something on container security because it's the hottest thing going right now and because AWS really still serves developers and really that's what they're trying to do. They're trying to enable developers to design security in but you're also going to hear a lot of best practice advice from AWS i.e, they'll share the AWS dogfooding playbooks with you for their own security practices. AWS like all good security practitioners, understand that the keys to a successful security strategy and implementation don't start with the technology, rather they're about the methods and practices that you apply to solve security threats and a top to bottom cultural approach to security awareness, designing security into systems, that's really where the developers come in, and training for continuous improvements. So you're going to get heavy doses of really strong best practices and guidance and you know, some good preaching. You're also going to hear and see a lot of partners. They'll be very visible at re:Inforce. AWS is all about ecosystem enablement and AWS is going to host close to a hundred security partners at the event. This is key because AWS doesn't do it all. Interestingly, they don't even show up in the ETR security taxonomy, right? They just sort of imply that it's built in there even though they have a lot of security tooling. So they have to apply the shared responsibility model not only with customers but partners as well. They need an ecosystem to fill gaps and provide deeper problem solving with more mature and deeper security tooling. And you're going to hear a lot of positivity around how great cloud security is and how it can be done well. But the truth is this stuff is still incredibly complicated and challenging for CISOs and practitioners who are understaffed when it comes to top talent. Now, finally, theCUBE will be at re:Inforce in force. John Furry and I will be hosting two days of broadcast so please do stop by if you're in Boston and say hello. We'll have a little chat, we'll share some data and we'll share our overall impressions of the event, the market, what we're seeing, what we're learning, what we're worried about in this dynamic space. Okay. That's it for today. Thanks for watching. Thanks to Alex Myerson, who is on production and manages the podcast. Kristin Martin and Cheryl Knight, they helped get the word out on social and in our newsletters and Rob Hoff is our Editor in Chief over at siliconangle.com. You did some great editing. Thank you all. Remember all these episodes they're available, this podcast. Wherever you listen, all you do is search Breaking Analysis podcast. I publish each week on wikibon.com and siliconangle.com. You can get in touch with me by emailing avid.vellante@siliconangle.com or DM me @dvellante, or comment on my LinkedIn post and please do check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE Insights powered by ETR. Thanks for watching and we'll see you in Boston next week if you're there or next time on Breaking Analysis (soft music)

Published Date : Jul 22 2022

SUMMARY :

in Palo Alto and Boston and of course the cyber names

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Alex MyersonPERSON

0.99+

Eric BradleyPERSON

0.99+

Steven SchmidtPERSON

0.99+

Cheryl KnightPERSON

0.99+

VerizonORGANIZATION

0.99+

Dave VellantePERSON

0.99+

AWSORGANIZATION

0.99+

Chip SimontonPERSON

0.99+

Rob HoffPERSON

0.99+

AT&TORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

January 2020DATE

0.99+

BostonLOCATION

0.99+

IBMORGANIZATION

0.99+

June 24thDATE

0.99+

HoustonLOCATION

0.99+

GoogleORGANIZATION

0.99+

OktaORGANIZATION

0.99+

Kristin MartinPERSON

0.99+

JulyDATE

0.99+

SNAPORGANIZATION

0.99+

SymantecORGANIZATION

0.99+

CJ MosesPERSON

0.99+

John FurryPERSON

0.99+

NokiaORGANIZATION

0.99+

6%QUANTITY

0.99+

TeslaORGANIZATION

0.99+

JessePERSON

0.99+

40%QUANTITY

0.99+

CrowdStrikeORGANIZATION

0.99+

FourQUANTITY

0.99+

54%QUANTITY

0.99+

MayDATE

0.99+

Palo AltoORGANIZATION

0.99+

QualcommORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

SimontonPERSON

0.99+

JP MorganORGANIZATION

0.99+

8%QUANTITY

0.99+

14%QUANTITY

0.99+

Palo AltoLOCATION

0.99+

SailPointORGANIZATION

0.99+

TrendMicroORGANIZATION

0.99+

MondayDATE

0.99+

15%QUANTITY

0.99+

McAfeeORGANIZATION

0.99+

ZscalerORGANIZATION

0.99+

2019DATE

0.99+

FortinetORGANIZATION

0.99+

two daysQUANTITY

0.99+

JuneDATE

0.99+

45%QUANTITY

0.99+

10 surveysQUANTITY

0.99+

sixQUANTITY

0.99+

CyberArkORGANIZATION

0.99+

Thoma BravoORGANIZATION

0.99+

TenableORGANIZATION

0.99+

avid.vellante@siliconangle.comOTHER

0.99+

next weekDATE

0.99+

SentinelOneORGANIZATION

0.99+

early JuneDATE

0.99+

MetaORGANIZATION

0.99+

Keith White, HPE | HPE Discover 2022


 

>> Announcer: theCube presents HPE Discover 2022, brought to you by HPE. >> Hey, everyone. Welcome back to Las Vegas. This is Lisa Martin with Dave Vellante live at HPE Discover '22. Dave, it's great to be here. This is the first Discover in three years and we're here with about 7,000 of our closest friends. >> Yeah. You know, I tweeted out this, I think I've been to 14 Discovers between the U.S. and Europe, and I've never seen a Discover with so much energy. People are not only psyched to get back together, that's for sure, but I think HPE's got a little spring in its step and it's feeling more confident than maybe some of the past Discovers that I've been to. >> I think so, too. I think there's definitely a spring in the step and we're going to be unpacking some of that spring next with one of our alumni who joins us, Keith White's here, the executive vice president and general manager of GreenLake Cloud Services. Welcome back. >> Great. You all thanks for having me. It's fantastic that you're here and you're right, the energy is crazy at this show. It's been a lot of pent up demand, but I think what you heard from Antonio today is our strategy's changing dramatically and it's really embracing our customers and our partners. So it's great. >> Embracing the customers and the partners, the ecosystem expansion is so critical, especially the last couple of years with the acceleration of digital transformation. So much challenge in every industry, but lots of momentum on the GreenLake side, I was looking at the Q2 numbers, triple digit growth in orders, 65,000 customers over 70 services, eight new services announced just this morning. Talk to us about the momentum of GreenLake. >> The momentum's been fantastic. I mean, I'll tell you, the fact that customers are really now reaccelerating their digital transformation, you probably heard a lot, but there was a delay as we went through the pandemic. So now it's reaccelerating, but everyone's going to a hybrid, multi-cloud environment. Data is the new currency. And obviously, everyone's trying to push out to the Edge and GreenLake is that edge to cloud platform. So we're just seeing tons of momentum, not just from the customers, but partners, we've enabled the platform so partners can plug into it and offer their solutions to our customers as well. So it's exciting and it's been fun to see the momentum from an order standpoint, but one of the big numbers that you may not be aware of is we have over a 96% retention rate. So once a customer's on GreenLake, they stay on it because they're seeing the value, which has been fantastic. >> The value is absolutely critically important. We saw three great big name customers. The Home Depot was on stage this morning, Oak Ridge National Laboratory was as well, Evil Geniuses. So the momentum in the enterprise is clearly present. >> Yeah. It is. And we're hearing it from a lot of customers. And I think you guys talk a lot about, hey, there's the cloud, data and Edge, these big mega trends that are happening out there. And you look at a company like Barclays, they're actually reinventing their entire private cloud infrastructure, running over a hundred thousand workloads on HPE GreenLake. Or you look at a company like Zenseact, who's basically they do autonomous driving software. So they're doing massive parallel computing capabilities. They're pulling in hundreds of petabytes of data to then make driving safer and so you're seeing it on the data front. And then on the Edge, you look at anyone like a Patrick Terminal, for example. They run a whole terminal shipyard. They're getting data in from exporters, importers, regulators, the works and they have to real-time, analyze that data and say, where should this thing go? Especially with today's supply chain challenges, they have to be so efficient, that it's just fantastic. >> It was interesting to hear Fidelma, Keith, this morning on stage. It was the first time I'd really seen real clarity on the platform itself and that it's obviously her job is, okay, here's the platform, now, you guys got to go build on top of it. Both inside of HPE, but also externally, so your ecosystem partners. So, you mentioned the financial services companies like Barclays. We see those companies moving into the digital world by offering some of their services in building their own clouds. >> Keith: That's right. >> What's your vision for GreenLake in terms of being that platform, to assist them in doing that and the data component there? >> I think that was one of the most exciting things about not just showcasing the platform, but also the announcement of our private cloud enterprise, Cloud Service. Because in essence, what you're doing is you're creating that framework for what most companies are doing, which is they're becoming cloud service providers for their internal business units. And they're having to do showback type scenarios, chargeback type scenarios, deliver cloud services and solutions inside the organization so that open platform, you're spot on. For our ecosystem, it's fantastic, but for our customers, they get to leverage it as well for their own internal IT work that's happening. >> So you talk about hybrid cloud, you talk about private cloud, what's your vision? You know, we use this term Supercloud. This in a layer that goes across clouds. What's your thought about that? Because you have an advantage at the Edge with Aruba. Everybody talks about the Edge, but they talk about it more in the context of near Edge. >> That's right. >> We talked to Verizon and they're going far Edge, you guys are participating in that, as well as some of your partners in Red Hat and others. What's your vision for that? What I call Supercloud, is that part of the strategy? Is that more longer term or you think that's pipe dream by Dave? >> No, I think it's really thoughtful, Dave, 'cause it has to be part of the strategy. What I hear, so for example, Ford's a great example. They run Azure, AWS, and then they made a big deal with Google cloud for their internal cars and they run HPE GreenLake. So they're saying, hey, we got four clouds. How do we sort of disaggregate the usage of that? And Chris Lund, who is the VP of information technology at Liberty Mutual Insurance, he talked about it today, where he said, hey, I can deliver these services to my business unit. And they don't know, am I running on the public cloud? Am I running on our HPE GreenLake cloud? Like it doesn't matter to the end user, we've simplified that so much. So I think your Supercloud idea is super thoughtful, not to use the super term too much, that I'm super excited about because it's really clear of what our customers are trying to accomplish, which it's not about the cloud, it's about the solution and the business outcome that gets to work. >> Well, and I think it is different. I mean, it's not like the last 10 years where it was like, hey, I got my stuff to work on the different clouds and I'm replicating as much as I can, the cloud experience on-prem. I think you guys are there now and then to us, the next layer is that ecosystem enablement. So how do you see the ecosystem evolving and what role does Green Lake play there? >> Yeah. This has been really exciting. We had Tarkan Maner who runs Nutanix and Karl Strohmeyer from Equinix on stage with us as well. And what's happening with the ecosystem is, I used to say, one plus one has to equal three for our customers. So when you bring these together, it has to be that scenario, but we are joking that one plus one plus one equals five now because everything has a partner component to it. It's not about the platform, it's not about the specific cloud service, it's actually about the solution that gets delivered. And that's done with an ISV, it's done with a Colo, it's done even with the Hyperscalers. We have Azure Stack HCI as a fully integrated solution. It happens with managed service providers, delivering managed services out to their folks as well. So that platform being fully partner enabled and that ecosystem being able to take advantage of that, and so we have to jointly go to market to our customers for their business needs, their business outcomes. >> Some of the expansion of the ecosystem. we just had Red Hat on in the last hour talking about- >> We're so excited to partner with them. >> Right, what's going on there with OpenShift and Ansible and Rel, but talk about the customer influence in terms of the expansion of the ecosystem. We know we've got to meet customers where they are, they're driving it, but we know that HPE has a big presence in the enterprise and some pretty big customer names. How are they from a demand perspective? >> Well, this is where I think the uniqueness of GreenLake has really changed HPE's approach with our customers. Like in all fairness, we used to be a vendor that provided hardware components for, and we talked a lot about hardware costs and blah, blah, blah. Now, we're actually a partner with those customers. What's the business outcome you're requiring? What's the SLA that we offer you for what you're trying to accomplish? And to do that, we have to have it done with partners. And so even on the storage front, Qumulo or Cohesity. On the backup and recovery disaster recovery, yes, we have our own products, but we also partner with great companies like Veeam because it's customer choice, it's an open platform. And the Red Hat announcement is just fantastic. Because, hey, from a container platform standpoint, OpenShift provides 5,000 plus customers, 90% of the fortune 500 that they engage with, with that opportunity to take GreenLake with OpenShift and implement that container capabilities on-prem. So it's fantastic. >> We were talking after the keynote, Keith Townsend came on, myself and Lisa. And he was like, okay, what about startups? 'Cause that's kind of a hallmark of cloud. And we felt like, okay, startups are not the ideal customer profile necessarily for HPE. Although we saw Evil Geniuses up on stage, but I threw out and I'd love to get your thoughts on this that within companies, incumbents, you have entrepreneurs, they're trying to build their own clouds or Superclouds as I use the term, is that really the target for the developer audience? We've talked a lot about OpenShift with their other platforms, who says as a partner- >> We just announced another extension with Rancher and- >> Yeah. I saw that. And you have to have optionality for developers. Is that the way we should think about the target audience from a developer standpoint? >> I think it will be as we go forward. And so what Fidelma presented on stage was the new developer platform, because we have come to realize, we have to engage with the developers. They're the ones building the apps. They're the ones that are delivering the solutions for the most part. So yeah, I think at the enterprise space, we have a really strong capability. I think when you get into the sort of mid-market SMB standpoint, what we're doing is we're going directly to the managed service and cloud service providers and directly to our Disty and VARS to have them build solutions on top of GreenLake, powered by GreenLake, to then deliver to their customers because that's what the customer wants. I think on the developer side of the house, we have to speak their language, we have to provide their capabilities because they're going to start articulating apps that are going to use both the public cloud and our on-prem capabilities with GreenLake. And so that's got to work very well. And so you've heard us talk about API based and all of that sort of scenario. So it's an exciting time for us, again, moving HPE strategy into something very different than where we were before. >> Well, Keith, that speaks to ecosystem. So I don't know if you were at Microsoft, when the sweaty Steve Ballmer was working with the developers, developers. That's about ecosystem, ecosystem, ecosystem. I don't expect we're going to see Antonio replicating that. But that really is the sort of what you just described is the ecosystem developing on top of GreenLake. That's critical. >> Yeah. And this is one of the things I learned. So, being at Microsoft for as long as I was and leading the Azure business from a commercial standpoint, it was all about the partner and I mean, in all fairness, almost every solution that gets delivered has some sort of partner component to it. Might be an ISV app, might be a managed service, might be in a Colo, might be with our hybrid cloud, with our Hyperscalers, but everything has a partner component to it. And so one of the things I learned with Azure is, you have to sell through and with your ecosystem and go to that customer with a joint solution. And that's where it becomes so impactful and so powerful for what our customers are trying to accomplish. >> When we think about the data gravity and the value of data that put massive potential that it has, even Antonio talked about it this morning, being data rich but insights poor for a long time. >> Yeah. >> Every company in today's day and age has to be a data company to be competitive, there's no more option for that. How does GreenLake empower companies? GreenLake and its ecosystem empower companies to really live being data companies so that they can meet their customers where they are. >> I think it's a really great point because like we said, data's the new currency. Data's the new gold that's out there and people have to get their arms around their data estate. So then they can make these business decisions, these business insights and garner that. And Dave, you mentioned earlier, the Edge is bringing a ton of new data in, and my Zenseact example is a good one. But with GreenLake, you now have a platform that can do data and data management and really sort of establish and secure the data for you. There's no data latency, there's no data egress charges. And which is what we typically run into with the public cloud. But we also support a wide range of databases, open source, as well as the commercial ones, the sequels and those types of scenarios. But what really comes to life is when you have to do analytics on that and you're doing AI and machine learning. And this is one of the benefits I think that people don't realize with HPE is, the investments we've made with Cray, for example, we have and you saw on stage today, the largest supercomputer in the world. That depth that we have as a company, that then comes down into AI and analytics for what we can do with high performance compute, data simulations, data modeling, analytics, like that is something that we, as a company, have really deep, deep capabilities on. So it's exciting to see what we can bring to customers all for that spectrum of data. >> I was excited to see Frontier, they actually achieve, we hosted an event, co-produced event with HPE during the pandemic, Exascale day. >> Yeah. >> But we weren't quite at Exascale, we were like right on the cusp. So to see it actually break through was awesome. So HPC is clearly a differentiator for Hewlett Packard Enterprise. And you talk about the egress. What are some of the other differentiators? Why should people choose GreenLake? >> Well, I think the biggest thing is, that it's truly is a edge to cloud platform. And so you talk about Aruba and our capabilities with a network attached and network as a service capabilities, like that's fairly unique. You don't see that with the other companies. You mentioned earlier to me that compute capabilities that we've had as a company and the storage capabilities. But what's interesting now is that we're sort of taking all of that expertise and we're actually starting to deliver these cloud services that you saw on stage, private cloud, AI and machine learning, high performance computing, VDI, SAP. And now we're actually getting into these industry solutions. So we talked last year about electronic medical records, this year, we've talked about 5g. Now, we're talking about customer loyalty applications. So we're really trying to move from these sort of baseline capabilities and yes, containers and VMs and bare metal, all that stuff is important, but what's really important is the services that you run on top of that, 'cause that's the outcomes that our customers are looking at. >> Should we expect you to be accelerating? I mean, look at what you did with Azure. You look at what AWS does in terms of the feature acceleration. Should we expect HPE to replicate? Maybe not to that scale, but in a similar cadence, we're starting to see that. Should we expect that actually to go faster? >> I think you couched it really well because it's not as much about the quantity, but the quality and the uses. And so what we've been trying to do is say, hey, what is our swim lane? What is our sweet spot? Where do we have a superpower? And where are the areas that we have that superpower and how can we bring those solutions to our customers? 'Cause I think, sometimes, you get over your skis a bit, trying to do too much, or people get caught up in the big numbers, versus the, hey, what's the real meat behind it. What's the tangible outcome that we can deliver to customers? And we see just a massive TAM. I want to say my last analysis was around $42 billion in the next three years, TAM and the Azure service on-prem space. And so we think that there's nothing but upside with the core set of workloads, the core set of solutions and the cloud services that we bring. So yeah, we'll continue to innovate, absolutely, amen, but we're not in a, hey we got to get to 250 this and 300 that, we want to keep it as focused as we can. >> Well, the vast majority of the revenue in the public cloud is still compute. I mean, not withstanding, Microsoft obviously does a lot in SaaS, but I'm talking about the infrastructure and service. Still, well, I would say over 50%. And so there's a lot of the services that don't make any revenue and there's that long tail, if I hear your strategy, you're not necessarily going after that. You're focusing on the quality of those high value services and let the ecosystem sort of bring in the rest. >> This is where I think the, I mean, I love that you guys are asking me about the ecosystem because this is where their sweet spot is. They're the experts on hyper-converged or databases, a service or VDI, or even with SAP, like they're the experts on that piece of it. So we're enabling that together to our customers. And so I don't want to give you the impression that we're not going to innovate. Amen. We absolutely are, but we want to keep it within that, that again, our swim lane, where we can really add true value based on our expertise and our capabilities so that we can confidently go to customers and say, hey, this is a solution that's going to deliver this business value or this capability for you. >> The partners might be more comfortable with that than, we only have one eye sleep with one eye open in the public cloud, like, okay, what are they going to, which value of mine are they grab next? >> You're spot on. And again, this is where I think, the power of what an Edge to cloud platform like HPE GreenLake can do for our customers, because it is that sort of, I mentioned it, one plus one equals three kind of scenario for our customers so. >> So we can leave your customers, last question, Keith. I know we're only on day one of the main summit, the partner growth summit was yesterday. What's the feedback been from the customers and the ecosystem in terms of validating the direction that HPE is going? >> Well, I think the fantastic thing has been to hear from our customers. So I mentioned in my keynote recently, we had Liberty Mutual and we had Texas Children's Hospital, and they're implementing HPE GreenLake in a variety of different ways, from a private cloud standpoint to a data center consolidation. They're seeing sustainability goals happen on top of that. They're seeing us take on management for them so they can take their limited resources and go focus them on innovation and value added scenarios. So the flexibility and cost that we're providing, and it's just fantastic to hear this come to life in a real customer scenario because what Texas Children is trying to do is improve patient care for women and children like who can argue with that. >> Nobody. >> So, yeah. It's great. >> Awesome. Keith, thank you so much for joining Dave and me on the program, talking about all of the momentum with HPE Greenlake. >> Always. >> You can't walk in here without feeling the momentum. We appreciate your insights and your time. >> Always. Thank you you for the time. Yeah. Great to see you as well. >> Likewise. >> Thanks. >> For Keith White and Dave Vellante, I'm Lisa Martin. You're watching theCube live, day one coverage from the show floor at HPE Discover '22. We'll be right back with our next guest. (gentle music)

Published Date : Jun 28 2022

SUMMARY :

brought to you by HPE. This is the first Discover in three years I think I've been to 14 Discovers a spring in the step and the energy is crazy at this show. and the partners, and GreenLake is that So the momentum in the And I think you guys talk a lot about, on the platform itself and and solutions inside the organization at the Edge with Aruba. that part of the strategy? and the business outcome I mean, it's not like the last and so we have to jointly go Some of the expansion of the ecosystem. to partner with them. in terms of the expansion What's the SLA that we offer you that really the target Is that the way we should and all of that sort of scenario. But that really is the sort and leading the Azure business gravity and the value of data so that they can meet their and secure the data for you. with HPE during the What are some of the and the storage capabilities. in terms of the feature acceleration. and the cloud services that we bring. and let the ecosystem I love that you guys are the power of what an and the ecosystem in terms So the flexibility and It's great. about all of the momentum We appreciate your insights and your time. Great to see you as well. from the show floor at HPE Discover '22.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
KeithPERSON

0.99+

DavePERSON

0.99+

Lisa MartinPERSON

0.99+

Steve BallmerPERSON

0.99+

Chris LundPERSON

0.99+

VerizonORGANIZATION

0.99+

BarclaysORGANIZATION

0.99+

Keith WhitePERSON

0.99+

Keith TownsendPERSON

0.99+

FordORGANIZATION

0.99+

GreenLakeORGANIZATION

0.99+

Dave VellantePERSON

0.99+

MicrosoftORGANIZATION

0.99+

Dave VellantePERSON

0.99+

AWSORGANIZATION

0.99+

Karl StrohmeyerPERSON

0.99+

ZenseactORGANIZATION

0.99+

Liberty Mutual InsuranceORGANIZATION

0.99+

Las VegasLOCATION

0.99+

last yearDATE

0.99+

90%QUANTITY

0.99+

GreenLake Cloud ServicesORGANIZATION

0.99+

HPEORGANIZATION

0.99+

Tarkan ManerPERSON

0.99+

65,000 customersQUANTITY

0.99+

fiveQUANTITY

0.99+

threeQUANTITY

0.99+

LisaPERSON

0.99+

this yearDATE

0.99+

Evil GeniusesTITLE

0.99+

VeeamORGANIZATION

0.99+

Texas Children's HospitalORGANIZATION

0.99+

NutanixORGANIZATION

0.99+

firstQUANTITY

0.99+

Liberty MutualORGANIZATION

0.99+

around $42 billionQUANTITY

0.99+

EuropeLOCATION

0.99+

ArubaORGANIZATION

0.99+

eight new servicesQUANTITY

0.99+

todayDATE

0.99+

Texas ChildrenORGANIZATION

0.99+

yesterdayDATE

0.99+

Home DepotORGANIZATION

0.98+

oneQUANTITY

0.98+

Hewlett Packard EnterpriseORGANIZATION

0.98+

EquinixORGANIZATION

0.98+

FidelmaPERSON

0.98+

BothQUANTITY

0.98+

SupercloudORGANIZATION

0.98+

TAMORGANIZATION

0.98+

U.S.LOCATION

0.97+

bothQUANTITY

0.97+

over 50%QUANTITY

0.97+

5,000 plus customersQUANTITY

0.97+

AntonioPERSON

0.97+

hundreds of petabytesQUANTITY

0.97+

14 DiscoversQUANTITY

0.97+

EdgeORGANIZATION

0.97+

DistyORGANIZATION

0.97+

Red HatORGANIZATION

0.96+

RancherORGANIZATION

0.96+

Ryan King & Laurie Fontaine, Red Hat | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's day one coverage of HPE. Discover 22 live from Las Vegas. Lisa Martin, here with Dave Velante of a couple of guests from red hat. You may have seen some news yesterday. We're gonna be talking about that. Please. Welcome Ryan King, the senior director of hardware partner ecosystem, and Lori Fontine joins us as well. The senior director of global commercial partner ecosystem. Welcome to the program guys. >>Thanks for having us. Yeah, >>Thank you so great to be back in person and nobody word has summit was just last month or so. That's right. Ryan. Talk about hybrid cloud. It's all the buzz. We've been talking a lot about it in the last hour and a half alone. What are some of the trends that, that red hat is seen with respect to hybrid cloud? >>Well, I, I mean, hybrid cloud of red hat has been a trend for quite some time. In fact, we were very early in setting our course towards hybrid cloud with our products and platforms. And that's been a key part of our strategy in terms of the number of transformations have been happening in the enterprise. And with HPE, we're super excited about, you know, we're hitting our stride with OpenShift. I've been working with OpenShift for the better part of my 10 years here at 12 years at red hat, 10 years with OpenShift. And we're very excited about seeing the pattern of going where customers want to build their cloud. It's very important that where, where the market is going. So we're seeing trends from the public cloud now go into edge and telco and 5g and really exceed, see them expanding their infrastructure footprint out to those use cases. And again, we see REL everywhere. So re has continued to expand as well. And then Ansible automation platform has also been a great means of kind of bringing together community for that last mile of automating your entire infrastructure. >>Well, the Lin, the functionality of Linux continues to improve OpenShift is everywhere. I mean, I remember at the red hat summit, I mean, well, we, we, we coined this term super cloud, which is this layer that floats, you know, on-prem took across clouds out to the edge we had Verizon on. They were talking about, you know, 5g developers and how they're developing using, you know, a combination of, of, of OpenShift. So guys have been really crushing it with, with OpenShift. I remember, gosh, I mean, we've been covering, you know, red hat summits for a long time now. And just to see that evolution is actually quite amazing. >>Yeah. It's actually really neat to see our CEOs align too. Right. So the messaging that we've had around hybrid cloud from red hat, like you said, we were kind of the pioneers, honestly, this we've been talking about hybrid cloud from the very beginning. We always knew that it wasn't gonna be public cloud or private cloud. We had to have, you know, hybrid. And, and it's interesting to see that Antonio, you know, took that on and wanted to say, we're gonna do everything as a service right. A few years ago. And, and the whole theme was around hybrid cloud and giving customers that choice. Right? So it's exciting for us to see all of that come together. And I actually worked for HP for like 17 and a half years. So it's really fun for me to be on this side now with red hat and see the messaging come together, the vision come together and just really being able to align and move forward on >>This tremendous amount of transformation in the last few years >>Alone. Oh my gosh, we >>Talk about, you know, customers need choice. They want choice, but you also talked about, we have to meet customers where they are. That seems the last few years to have accelerated, there is no more option for companies. You've gotta meet the customers where they are. >>Exactly. Yeah. And it's all about choice, like you said, and it, everybody's got, you know, their own way to do everything as far as consumption goes and we have to be available and spot on with it, you know, and be able to move quickly with these trends that we're seeing. And so it's great to be aligned. And >>From a partnership standpoint, I mean, you, you mentioned H HP 17 years. I mean, it was, it was a hard to follow company. You had, you had PCs over here, you had services, the kind of the old EDS business. Now there's such a focus absolutely. On this mission, absolutely. Of as a service. And, you know, obviously a key part of that is having optionality and bringing open source tooling into that. I mean, we heard about this in, in spades, at, at red hat summit, which is really interesting this year. It was a smaller VIP event in Boston. And I, and I loved it, you know, cuz it was really manageable. We had all the execs on and customers and partners. It was awesome. What's new since red hat summit. >>Well, I mean, I would say that obviously GreenLake and what we've announced this week is a big new thing for us, but really like we're just continuing on our pattern. We are. Now, if you look at the Q1 report from IBM, you'll see that the growth of the customer base for OpenShift that they reported just continues to go up into the right. You'll see that now, like AMIA is saying that we're like 47.8% of the containers market for the enterprise. You'll see that like we're now in 65% of the fortune 500 with OpenShift, 90% with red hat in general. So we've established our footprint. And when you establish your footprint and customers start taking you out to the edge, we're going into these 5g use cases, we're, we've got an incredible amount happening in the AI space, all these emerging areas of where people are building their cloud, like we're now going to that next level of saying, how do they want to consume it? >>So what's really important to me about that is, is so Omni data around 50% of the market is, is open shift. A people may not realize a lot of people use, you know, do Kubernetes for free, you know, Hey, we're doing Kubernetes, but they don't have that application development framework and all the recovery and all the, the tooling around it. And the reason why I think that's so important, Laurie is ecosystems wanna monetize. So people are paying for things that becomes more interesting and it actually starts to attract people just naturally. >>Yeah, absolutely. And speaking of ecosystem, I mean, that's the beauty of what we're doing with GreenLake too. We're taking on a building block approach. So we're really, it's kind of ISV as a service if you will. And you know, personally, I, this was my baby for the past couple years, trying to make sure that we took into consideration every partner use case, every customer use case. So we created an agreement that would make sense to be able to scale, but also to meet all the demands of our customers. And so the, the what's really exciting about this is now we have a chance to take this building block approach, scale it out to all types of partner types, right throughout the entire ecosystem and build offerings together. That is really exciting for us. And that's where we see the real potential here with GreenLake and with red hat, >>What's actually available inside a GreenLake. >>So we are starting with OpenShift. So OpenShift will be available in Q3 that will follow in Q4 with re and then after that Ansible. So we're, we're moving very quickly to bring our platforms into it and it's really our strategic platforms, but it's all based on customer demand. We know we're seeing amazing transformation of customers moving to Kubernetes. You said, you know, OpenShift is Kubernetes with useful additions to it and an ecosystem around it, right? So that transformation is also happening at the bare metal layer. So we're seeing people move into Kubernetes bare metal, which is an amazing growth market for us. >>Explain those useful additions if you would. So why shouldn't I just go out and, and get the free version of Kubernete? Why should I engage red hat and, and OpenShift? What do I get? >>So you get all the day, two management stuff, you get, we have a whole set of additional stuff you can purchase around it, OpenShift platform. Plus you can get our ACM, our advanced cluster management. So you wanna manage multiple clusters, right? You get the ACS, the security side of it. You can also get ODF. So you get storage built into it as well. And we've done all these integrations. You can manage the whole thing as a cluster or as multiple clusters with the whole enterprise support and the long term support that we provide for these things up to 10 years. So >>When you look at the early days lease of, of Kubernetes, it was really, the focus was on simplicity. You had other platforms that were actually doing more sophisticated cluster management. And the, the committers that in Kubernetes said, you know, we're not gonna do that. We're gonna keep it simple. And so that leave some holes and gaps and you know, they're starting to fill those, but what if, if correct me if I'm wrong, but what red hat has done is said, okay, we're gonna accelerate, you know, the, the, the closing of those gaps and stay ahead and actually offer incremental value. And that's why you're winning in the marketplace. >>Well, we're an open company, so we're still doing everything upstream and open source as we do, of course, sticking with, you know, the APIs and APIs to make this all work, both, you know, in terms of what the community's trying to drive, what we're trying to drive for our customers on their behalf. And then just where things are going from a technology basis, make it a lot of investment, >>But you have to, you have to make a red hat, has to make a choice as to where it puts its commitments. You can't spread yourself too thin, so you gotta pick your spots. And you've, you've proven that you're pretty adept at doing that. >>That just comes back to customer centricity, right. And just knowing where our customers need to take the platform. That's, >>That's easy to say, but it's, it's an art form. And a little bit of science. >>Remember these customers have experts that are deep in this space. So it's like, you know, those experts trust us with where they needed to go. And they trust us to help shepherd that and deliver that as a platform to them. So it's not like anybody tell us what you want, right? Like it's really about like, knowing what's the best way to do it. And working with the people that can help you understand how to apply that to their use case >>And within the customer environment, who are you working with? Who is that key constituent or constituents that are guiding red hat in this direction? >>Well, it's certainly infrastructure folks. So it's your, it's your standard folks that are looking at the, how do we lay down our infrastructure? How do we manage it? How do we grow it? It goes out to the application developers. They're trying to deliver this in a cloud native way. And we have new personas, you know, coming in with the AI practitioners, right? So we've announced at before summit at Invidia's event, their new offering called Invidia AI enterprise. And so that's them bringing in enterprise support for GPU, for Kuda and for a software stack above that to start offering some more support there. So they're certifying OpenShift, we're both certifying the servers that run underneath it, and then they're offering support for their stuff on top of it. And that's a whole new use case for us. >>And, you know, I should also mention that even though this paper use with the GreenLake is new for us, and we just had this big announcement, we have done GreenLake deals though. We've done numerous GreenLake deals with our annual subs, right? So I, so even though this is new to us, as far as, you know, monthly utilization and being able to do this cloud consumption this isn't new to us as two companies coming together, we've been doing GreenLake deals for the past couple years. It's just, now we have this cloud consumption availability, which is really gonna make this thing launch. So, >>So what have been some of the customer benefits so far, you've been doing it for a couple years. The announcement was yesterday, but there's obviously feed on the street going on. What are some of the, the big outcomes that you're seeing customers actually bring to reality? >>I think speed and agility, right? That's the biggest thing with, with our products, being able to have it everything predictable and being able to have it consumed one way, instead of having this fragmented customer experience, which is, you know, what we've seen in the past. So I think that's the biggest thing is speed agility and just, you know, a really good customer experience at this point. >>Go get it, please. >>I would say the customer experience is critical. Yes. That's one of the things that we know that in terms of, of patients wearing thin the last couple of years, people expect to have a really strong consumer experience regardless of what you're doing, regardless of what industry and so attention and mind on that is a differentiator in my opinion. >>Absolutely. Yeah. And we've gotta constantly keep our eye on that. I mean, that's, that's our north star, if you will. Right. So, and Lori, >>I know you've saying you're, you've done GreenLake deals in the past, but what feels different to me now in that it's actually coalescing some of the things that Alma Russo announced this morning, the platform on which, you know, ISV is a service. I think you, you called it. Yeah. You, it, it now seems like, you know, look a couple years ago, HP said, okay, this is the direction that we're going. Yeah. They weren't there at that time. And they're still not there. There's a lot of work to be, to be done. But now it's starting to form. You're seeing, you know, the pieces come together, the puzzle pieces that sort of substrate being laid out. And now you're hoping that we see the steep part of the S-curve and that's what customers I think are expecting. >>Right. And it's bringing that operating model to move to a monthly model so they can do pay as you go. Right. And that pairs up nicely with like the cloud native capabilities we're bringing to OpenShift and hybrid cloud in general. So it's, it just shows like we're already getting demand from customers. It's saying like, this is part of our model. Like we know a certain amount of infrastructure we wanna own, and we just wanna own it outright, but there's a lot that they want to have flexibility on. And so being able to add that portion to it is just, you know, gonna help us both. >>And you think about the critical aspects of, of the cloud operating model. It's obviously pay as you go it's, you know, massive scale it's ecosystem enablement, and also automation. I mean, that is, that is a key, what's your point of view on that? You guys with Ansible, you, you, you know, you go back to a couple years ago and it was, you know, there was this, there were a lot of other tooling, but now, I mean, Ansible is really taken off. Yeah. >>It's just, you know, Cinderella story, right? Like it really an amazing community driven thing where we just knew, we all know this, right. You have, when you get to the very last mile of doing infrastructure management, there's a variety of devices, there's variety, a variety of vendors. And then you have like the variety of skills of the people that have to figure out how to do automate all of this. And what Ansible did is it provided a common language across all of that. And so what we do with automation, our, an ible automation platform is we make it. So now teams can manage all of this together and they can share their playbooks and they can host that privately for all their enterprise stuff that they need to do. So it's just, you know, it fits our DNA so well to have something so community driven now with a really nice enterprise message wrapped around it. And it's playing out very well for where, you know, hybrid cloud. Right. Cause there's some more additional variety. You need to be able to manage, you know, across all of your different footprints, because really it's like, it's not just about flexibility and scale up scale down it's where do you need it to run at what time? Right. And that, that last leg Ansible plays a key role in that. >>And we actually, Ansible will be coming further down the, you know, the patch. I know we're gonna talk a little bit about what's available today versus what's available down the road, but yeah, we have that on the radar. So right outta the gate, we're working on OpenShift, obviously bare metal. And we see that happening in Q3 and then behind that as well in Q4 and then Ansible is gonna be right behind that. So that's kind of the order that, and there's other pieces, right? So our whole portfolio is basically available to HP right now. It's just making sure that we can operationalize everything and have the best experience >>All inside of GreenLake, >>All inside a GreenLake. Yeah. Pretty neat. Lori >>Question for you. You've been, you were with HP for a very long time. This is obviously the first discover in three years in person. Exactly. You know, three years ago, Antonio near stood on stage and said, we are going to buy 20, 22. And here we are deliver everything as a service, as a partner and as a former HP, what are you seeing at this discover 22? >>It's it's so interesting. I it's such a sea change if you will. Right. And having come from HPE, I actually led the software as a service organization for a while on the software side of things. And we thought that was like state of the art and cutting edge that was 10, 11, 12 years ago. Right. So to actually see this come to life, because we were all thinking really, everything is a service. How are you gonna do that? Like your entire portfolio is gonna be available. Like that is lofty. Right. And having worked at HP, I thought, wow, I don't, you know, I know things take time. And, but actually just even being around the showcase here and watching everything come to life is amazing. Cause I, I, you know, I, I was very positive about it, but at the same time, it's like that, that was a big goal three years. Right. And it's, I'm seeing it happen >>A big goal in two of those years during a pandemic. Right. So right. Talk about lofty. Oh my gosh. Quite a bit of accomplishments guys. Thank you so much for joining David me on the program talking about actually guys, this is great. What red hat and HPE are doing your power partnership, power ship. Is that a word? It is now your power. >>I like >>That with GreenLake. We appreciate that. We'll look forward to having you guys back on. >>Thank you so much, guys. >>All right. For our guests. I'm Lisa Martin. He's Dave ante. We are at HPE discover 22 live from the show floor in Las Vegas. This is just day one of our cupboards stick around. We'll be right back with our next guest.

Published Date : Jun 28 2022

SUMMARY :

the senior director of hardware partner ecosystem, and Lori Fontine joins us as well. Thanks for having us. Thank you so great to be back in person and nobody word has summit was just last month or so. And with HPE, we're super excited about, you know, I remember, gosh, I mean, we've been covering, you know, red hat summits for a long time And, and it's interesting to see that Antonio, you know, took that on and wanted to Oh my gosh, we Talk about, you know, customers need choice. with it, you know, and be able to move quickly with these trends that we're seeing. And I, and I loved it, you know, cuz it was really manageable. And when you establish your you know, do Kubernetes for free, you know, Hey, we're doing Kubernetes, but they don't have And you know, personally, I, this was my baby for the past couple years, trying to make sure that we took into You said, you know, OpenShift is Kubernetes with useful additions to it and an ecosystem Explain those useful additions if you would. So you get all the day, two management stuff, you get, we have a whole set of additional stuff you And the, the committers that in Kubernetes said, you know, we're not gonna do that. sticking with, you know, the APIs and APIs to make this all work, both, you know, in terms of what the community's trying But you have to, you have to make a red hat, has to make a choice as to where it puts its commitments. And just knowing where our customers need to take the platform. And a little bit of science. So it's like, you know, those experts trust us with And we have new personas, you know, this is new to us, as far as, you know, monthly utilization and being able to do this cloud consumption this So what have been some of the customer benefits so far, you've been doing it for a couple years. So I think that's the biggest thing is speed agility and just, you know, a really good customer experience at this point. That's one of the things that we know that in terms of, if you will. You're seeing, you know, the pieces come together, the puzzle pieces that sort of substrate being And it's bringing that operating model to move to a monthly model so they can do pay as you go. And you think about the critical aspects of, of the cloud operating model. So it's just, you know, it fits our DNA so well to have something so community driven now And we actually, Ansible will be coming further down the, you know, the patch. All inside a GreenLake. what are you seeing at this discover 22? I don't, you know, I know things take time. Thank you so much for joining David me on the program talking about actually guys, We'll look forward to having you guys back on. We are at HPE discover 22 live from the show floor in Las Vegas.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

Lisa MartinPERSON

0.99+

Dave VelantePERSON

0.99+

HPORGANIZATION

0.99+

LoriPERSON

0.99+

Ryan KingPERSON

0.99+

BostonLOCATION

0.99+

Lori FontinePERSON

0.99+

IBMORGANIZATION

0.99+

VerizonORGANIZATION

0.99+

Las VegasLOCATION

0.99+

Alma RussoPERSON

0.99+

two companiesQUANTITY

0.99+

telcoORGANIZATION

0.99+

RyanPERSON

0.99+

90%QUANTITY

0.99+

AMIAORGANIZATION

0.99+

InvidiaORGANIZATION

0.99+

65%QUANTITY

0.99+

10 yearsQUANTITY

0.99+

three yearsQUANTITY

0.99+

GreenLakeORGANIZATION

0.99+

yesterdayDATE

0.99+

Laurie FontainePERSON

0.99+

AnsibleORGANIZATION

0.99+

47.8%QUANTITY

0.99+

DavePERSON

0.99+

10DATE

0.99+

bothQUANTITY

0.99+

three years agoDATE

0.99+

HPEORGANIZATION

0.99+

firstQUANTITY

0.99+

red hatORGANIZATION

0.99+

KubernetesTITLE

0.99+

12 yearsQUANTITY

0.99+

OpenShiftTITLE

0.99+

H HPORGANIZATION

0.98+

KuberneteTITLE

0.98+

this weekDATE

0.98+

twoQUANTITY

0.98+

AntonioPERSON

0.98+

last monthDATE

0.98+

5gORGANIZATION

0.98+

20QUANTITY

0.98+

17 yearsQUANTITY

0.97+

11DATE

0.97+

OpenShiftORGANIZATION

0.97+

around 50%QUANTITY

0.96+

oneQUANTITY

0.96+

up to 10 yearsQUANTITY

0.96+

Q3DATE

0.95+

Red HatORGANIZATION

0.95+

LinuxTITLE

0.95+

22QUANTITY

0.94+

Q4DATE

0.94+

12 years agoDATE

0.93+

2022DATE

0.93+

this yearDATE

0.93+

pandemicEVENT

0.92+