>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back inside the Moscow The Center. We're here, Mosconi North, Wrapping up our coverage here. Veum World 2019 Glad to have you with us here on the Cuba's. We continue our 10th year of 10th consecutive year of coverage here of the events to minimum, along with John Wall's joined now by Robin's Lee, who was director of data protection, product marketing and L E M C Rob. Good to see you, sir. >> Hey, Joan. >> So you almost want to walk to the first person I saw when I walked in the room the other day? >> You. And >> now you won't be one of the last on effort to tell Shy, Who is the director of Data protection and Cloud native APS. Adele AMC Effort. Good to see you, sir. Good to see you. Yeah, First off, let's just let's just talk about the world of data protection in general here by sucking multi and hybrid and all these things. Your world's changing a little bit, right? Because of these new environments in these new opportunities. So if you could just paint that 30,000 foot picture first off thematically, how how your world is evolving. >> Yeah. I mean, I think the key would indebted protection is data, you know, and I think that wherever it is created, and wherever it is managed, customers need to look after it. You know this? The old adage that there's only two things that customers worry about one is their employees, and two, is there data. So as we've seen the adoption of of Cloud is a A zone infrastructure model on you're starting to see many customers extend their own premises infrastructure to the cloud on using the cloud for production level applications. They realize that on often they're told, you gotta do something about your data. So that's led to all vendors and especially ourselves over the last several years, really expanding the portfolio and the capabilities that we have from a non premises centric environment to the multi class. >> Yeah, so every ah, a lot of discussion about kubernetes. Before we get into that, you've got cloud native in your title, and Rob talked about data and talk about the applications I'm hoping you can bring us inside is to you know, what's different when we're talking about cloud native applications that from a data protection standpoint, you know, what do you have to think about differently? Is it the micro Service's architecture in containers Fundamentally changed the way things are done, is it, You know, similar what we've done in the past? >> Definitely. We see customers. Some customers are taking what they head back now and they move it in tow. Cloud native infrastructures. A lot of customers are building new applications and new workloads, and they build it on top off new applications. So they basically building a whole new set off applications and infrastructure and want to combine in together and they come to us on Dad, ask us, How do I protect this? And these things spin up, spin down, move around. They have very different life cycle than the traditional applications. >> Okay, Yeah, it's funny. You know, Rob, I think back to you know, it's like tape. You know how we dealt this because of the environment versus disc versus, you know, containerized application. Buoyed by the time I want to set something up isn't that gone and things move around all over the place. It's You gotta put a different different types of environments than you need to span. All of these >> I was chatting with with every earlier, and we were talking about what? What's what's changed, kind of in the last couple of years around the deployment and usage of of kubernetes, the deployment of containers. And after he was saying that one of the most fundamental changes is the introduction of persistent volumes on a Sooners. Persistency comes into the mix. You know, that's where things start to change. And, you know, Jeffrey's phone started ringing with respect to hate. What are you doing to bring dead protection into you know, this environment? >> I think two years ago, everything was Toby stateless on then suddenly, people understand that's not enough. You need to add states some states to existing applications. And then the notion of persistent volumes came along and then customers and developers so that it's actually working quite nicely. And they started relying more and more on moving more state in tow, their applications running on containers, environments. So the first thing that customers ask us about is where I store my data. Where's the primary volume that is done by our storage folks? The next question is, how do I protect my data? And this is where we come into the picture. And we offer an architecture that is built for containers environment and takes care off that life cycle that we talked about before. Containers are coming and going. You need to protect the data and the containers, the data and the meta data together in order to bring that protection level of customers. Looks from, >> you know, as as the concerns about data protection have been elevated now and sea sweet discussions now, um has that created a different approach, or maybe a change of tone or tenor from your clients to you, because the discussions are being elevated in their own businesses. And and so there's Is there a different kind of attention being paid to this or different kinds of concerns that maybe 34 years ago? Yeah, >> I mean, it's interesting. I mean, one of things we were on every couple of years is a ah, global study. We called it the Global Day Protection Index. This year, we we interviewed 2200 i t. Decision makers and we kind of asked them about you know, how how are they value in dead protection and also how the valuing data and the one thing that has definitely changed is that the value of data to them has become Maur critically important. I think it's always been important, but I think you know, if they start thinking about data is capital, you know they are starting to realize that it's only capital if you've got it. If you don't have it, it's It's nothing Thio >> and it's only yours if you have it. Well, yeah, and nobody else. Absolutely. Right here. >> Every kubernetes courses open source and everybody's got what they're what they're doing in it. You've got announcement, some work you're doing with VM, where it's open source. Also bring us inside a little bit. Valero, how did we get to this point? You know this, you know, part of the C n c f. Yet it kind of being submitted, or how does that fit into the whole community? >> Yeah, sure. So, as you said and we talked about earlier this week with Beth and people at the protection announcements We are working with collaboration with Valero now part off Veum, where in orderto being that data protection solution So Valero is an open source projects. It's out there in the open. You have thousands off stars get up. Stars are very popular among the Dev Ops community about communities users you can hear about it from customers that are looking for for solutions. There is very good at backing up cluster containers and applications. And we have a lot of experience in enterprise data protection making sure that you have a solution that, um, has compliance reporting. You contract your data, you can define policies scheduling all of that eso we are combining these two and collaborating with Valero in orderto have a solution that answers. Boston is off the back of that mean and they just want to go home knowing that the production environment is protected, the and the develops people in the communities administrators and they just want toe, get the volume and forget about the protection. Everybody can work in their environment with the tools that they know with permissions that they want, and they can both work together and be happy. And the companies that we work with are the ones that have good relationship between the devil steam and the backup administrators. And they see that the same table and talk to us, and everybody tells us what they want and what they need. As a result, we build a solution so that we'll be able to answer the needs of both of them. >> So do you have to build sometimes those relationships within a company to get them to talk or collaborate in a more conducive environment cause you see all kinds, right? I mean, you see, the full range just talked by then a free that some very successful, some very constructive, maybe some that that aren't on the same page agent. So that's almost part of your responsibility. Coming before you even get to where you could talk about the work, we've got to talk about the collaboration. Yeah, that they're not area >> we really come When there is a story, people try to move their applications to production. The developers are really already working on something, and now the developers want volumes on the I T ops people. Tell them No, no, no. If you can't protect it. According to our rules. We will not pass the audience. We can do that for you, and that creates the friction inside those teams in the organization that we talked with. There is recognition off that already and now they come together to the table and they want to hear something that would they would be able to work with us both on the management on the I T ops and and management on cube control and what develops people are using. >> And it's it's large companies that are coming in talking to us. And I think, you know, when you get a large companies, quite often you have some more of these things different fiefdoms of, of, of users inside. But because they're large companies, they have, you know, certain requirements from regulations and compliance is perspective. So they have those concerns, but and every has been saying is we look at the early design partners, customers that were looking to work with, you know, the big the big companies coming to us. >> Rob, can you just help us understand? We talked about Valero there says some open, soft, soft, soft words. That's the power tech. Just sit on top of that >> s Oh, it's a great question. So, you know, as you know, we introduced power protects after exile technologies world. It started shipping to customers at the end of July. And Coop, in any support, is really the first example of what we said that we were going to be able to do, which is more rapidly bring new workload to new capabilities into our power, protect softer offering than we've ever been able to do before. You know, we're really embarking on a quarterly release cadence, you know, which will allow us to, you know, to do things that, you know in our existing portfolio are released cadences. What's being measured in in many, many months and quite often is long as a year and beyond. So what we will do is the tech preview that we that we announced this week. You know, we will roll that out in a nup coming release in production on that will become available to any of the parent protect software users. So right within the power protect software match me interface. You know that has the VMS support Oracle sequel in file systems. We'll add the additional workload support have been able to protect kubernetes using the same workloads, the abilities to create protection policies and I'm interested every is is with protection policies. Because that she was saying about how the environment can change quite rapidly is that by using a policy, you don't need to watch for those changes as changes happen, the policy. We'll keep track of what it needs to do as far as protecting the new applications as they come up and have to go away. >> What happens is the ones we find. The policies are the arty operations in the back apartments. They want to comply with the rules that they have, and they define the gold, silver, bronze policies, whatever have you and then they can give it to the Cuban, said Means. And, the criminalist admits, can say OK, these are my volumes. These are more applications I will just use keep control and potatoes objects We will discover that will automatically create a schedule that would create that that backup. So in essence, the community suddenly doesn't need really need to care about the compliance rules they need to care about policies and the Becca pod mean can take care of other wrist >> and the applications of driving the policies and not not the other way around. >> Yeah, I mean, the creepiest ad means are used to defining policies in terms of five day provisions, their storage, for example. We want to do the same in the data protection area. >> So as far as things like retention periods, as far as whether or not the data needs to be replicated, where not the data needs to be a tear to the cloud that those are all things that the I T admin team can do on it sort of separates kind of orchestration and governance is, is a big part of perfect ex often >> love to get your viewpoint on is data protection historically was not one of the faster moving things in the I T. Realm Last two or three years at VM World, it's been one of the hottest topic, I said. You know, the keynote on Monday felt like we were kubernetes world. Not quite Cube con just yet, because there's a lot of projects there, but I walked down to the the show floor. It's not storage world like Thursday. Its data protection world is Cygnus lots of glowing parties of people so that customers, you know, the embracing change. And what does that mean for your portfolio? >> Yeah, I mean, it's interesting. I mean, I think over the years, if you think about where you go if you want to learn about data protection, VM world is probably one of the best shows to go to because >> we're >> all here. I mean, I mean, you know when you know, you know, I've you know, I've been crazy enough to be in the debt protection business for almost 15 years now. Um, and it hasn't changed. If you if you want to talk to data protection vendors than VM World, is a really good show to go to. You know, I think that that for us, you know what I am. Where has done is It's It's It's It's It's provoked provided a common foundation, you know, And that's also providing a common foundation to get us from on premises into the multi cloud environment. So once she developed, um uh, great data protection solutions in the van, where environment is that you're your target market becomes quite broad because, you know, there's so much VM were virtual ization out there in the market, but you're absolutely correct. Is that you on the show floor? And it's It's It's an interesting sight >> thinking. In addition to that, you also have obviously been at this in the show, and I think what we have seen over the last couple of years is that customers were coming tow us, asking for solutions. And this is why we were able, with the power, protect architecture and platform to innovate more quickly and respond to those faster changing trends. Because now you have persistency of volumes. Now you have protection. The M were acquired. Help tell, you know, we could work together on creating the solution. >> Yeah, absolutely. Have we've been at the Cube contract for number years. Help Theo. Of course, the president's last year VM were had a bigger presence, but that maturation of the storage component with something we knew would take time. You know, we watched it in the virtual ization world. Those of us that lived through that, you know, 10 to 15 years ago and container ization. It's starting to reach that maturity, and we're getting that inflection point >> if you also want to think about the announcement that path made on the keynote on Monday where he said we're goingto work much more with park protects, toe address, spot data protection capabilities. This is one of the things we're collaborating With the help to your team, we're contributing to the open source. We're building together things that can move in the pace off communities and address the needs off our more legacy. Companies that needed protection with complaints. >> So, Rob, that will keep you in business for another 15 years? >> I hope >> so, gentlemen. Thanks for the time. Thank you. Appreciate that. Especially on your birthday. Right? Tomorrow. Tomorrow, Right here. Tomorrow. Your birthday home for that Happy early birthday. >> Thank you very much. >> We should have a cute cake, but should especially >> the end of the day. >> I know, I know. I'll end of the day. We got something better than a cake. Gentlemen. Thank you again. Thanks. We'll be back in a little bit. Streaming content. Continuing coverage here. Avian World 2019 with some final thoughts from our panelists. Just a little bit. See on the other side for that

>> live from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to San Francisco. We continue our coverage here. Live on the Cube. 10th year John of covering Veum World This is 29 teens version John for John Wall's Got to have inside the Moscone Center. We're joined now by Varun Chabrol It was the vice president of marketing at Delhi M. C. Good to see you today. >> Thanks for having me. >> How's your week been? So far? >> It's been amazing. How can you don't get excited? All the innovation we're seeing this week >> we'll hear about some big announcements. Do you guys have made? And Moon Young Man Azzedine, who is the vice president of product marketing that for cloud security and works based solutions at Veum wear when you're good to see you. >> Good to see you again. You, By >> the way, you might be the busiest guy here. Yesterday, when you came into the set, you were coming in. Just spoken to 1300 people in a standing room only session You coming out? 500 folks, How many sessions have you done? The seven. So >> you don't count the the one on one with the analyst. And, uh, you know, the customers and partners and press. And tomorrow actually host ah 140 press media analyst on campus in Palo Alto from Asia Pacific because they float all the way from Asia >> plus 140. Yeah, it's a piece of cake. >> Yeah, hose them from 10 to 4. So, I mean, >> you're always smiling >> knowing that this is a pretty wide audience to whom you've been speaking. But just generally, what are you if there's a common thread at all about the kinds of questions that people are coming to you with, or or the concerns or maybe just the things they want to talk about being inspired. But what they're hearing here at the show, >> Okay. Now, according to two aspects of it, one obviously from analysts themselves, you know, they are actually have been very complimentary about the way we've taken our approach. I'm not sure if you could have paid attention. In the last couple of years, we've been talking especially the cloud side, the narrative, to be very much about use cases, solving problems. You know the key? No, we talked about hate my grade modernize. It wasn't about Hey, I've got the next big product here with all these features and capabilities. You do this and that. So we're gonna shifted out narrative. And it was very, you know, the the analyst across the boat. You know, we've been seeing an appreciative of the fact that you actually changing a narrative to be re compelling and we're gonna reflected. And we have some things here like Cloud City, where it's not a standard demo boot. It's a it's ah, Customers walk in and they touch and feel and see which we did it, Adele technology will, too. It's like, What's your business? Probably going through these applications. I'm sitting. I don't know if I should be modernizing them or should be migrating into Amazon. A ridge or so. So you know that narrative the analysts are appreciative off, and that reflects into the customer conversations I've been having in the briefings, like one on one with customers. They're really kind of lost us. D'oh! Hey, I've I'm working in this environment. There's a lot of pressure for me. Thio modernize my applications or go adopt my cloud. First strategy is where do I start? Where do I go? It's like, you know, there's a big pressure, so they just want clarity. I think in the end, everything we're gonna we're doing in our study that comes out obviously the buzzword for this weird world. It stanza, right? And, you know, >> we've won the product announcements was >> actually Brandon can Oh, yeah. Branding announcement, to be honest is yeah, because we're trying to bring together, as you know, in Tansy has landed in Bill Run Manage billed as in you know how our intent to acquire Pivotal Already acquired Big Tommy. How all our different acquisitions with different brand names are coming together to establish our bills portfolio again. The sphere. Everybody knows the sphere Project Pacific P ks. All of those create a good run time, environment and manageability like Adi manage with assets from ve Franta gain morbid Nami and you know it. So this multiple brands that are coming into this package off Iran. So we had a creative tan Xue too, you know, put forward statement together that yes is going to be 78 different brands coming into this, but going forward to stand. >> So so that's a great strategy on De Liam Seaside on Del Technology. Michael Dell was in here and I asked him. I said he could have been number one in everything you could. Let's talk about I'm number one in servers again. You kind of get on HP, little baby. But those air peace parts now. So we've got the cloud game. It's bringing despair it at parts together kind and making it coherent from a positioning standpoint and understandable and deployable. So you guys are going down there. That's your cloud strategy. Take a minute to explain that. >> Yeah, absolutely, John. So So what? What we've been doing. We announced this at Del Technologies will this year. But, you know, in the cloud infrastructure space, we're working very closely with the anywhere too tightly integrate our hardware solutions with their their cloud software. And we think that by combining these two in a tightly integrated joined engineer, jointly engineered solutions coupled with the service, is that you know, both of'em were and l e m c bring the customers we think we have. We're giving customers are very consistent experience both with their own premises, infrastructure with public cloud as well as with the edge cloud. And that's really what we're trying to do. That's what we've been building upon and uniting the announcements this week. You know, just just hopefully show customers that the sky's the limit, whether it's not just your infrastructure management. Also app development. Managing your APS both traditional and and cloud native. It's all here for And >> what's the big takeaway free from your standpoint that you'd like people to know about what's going on? Adele the emcee for the VM. Where relation. What's the big top item? >> Yeah, there's there's there's just so much good Doctor Wait forever drank the town about. If someone rises >> way, only have two hours >> time work. The most important thing that people should should know about it, >> you know, both deli M. C and V. M. R. I think, are very, very customer driven companies that we respond to customer feedback and we try to respond to them very fast. That's been true to our respective lifetimes and what we've done in the so that I think there's two broad areas of collaboration. One is in the cloud space, which is all about, you know, making sure that the the innovation that GM is bringing the market, we're providing that in a toy tightly integrated infrastructure solution. Right. So we announced from a deli in seaside support for Vienna, where p ks being deployed automatically on Vieques trail using VCF return. Our customers can you know, a lot of teams were telling us we have our developers and turning developers banging slash knocking on the door, saying we need to build a cloud. Native applications. You need to give us an environment that we can use. And you know, if if all righty, if these IittIe teams don't turn around and give them something relatively quickly Well, guess what? The developers will go somewhere else, right? Yeah, exactly. So And if you look at the kubernetes environment today, if you really look look at what the work that's required to set up kubernetes and ready infrastructure. So a lot of scripting a lot of manual, you know, work command line interface is testing stuff. And what what? V m r p k s does. And you know what times you will do as well is really makes it easy when we've taken that with the magic of the American Foundation sitting on top of the exhale to make it super easy for our customers to be able to deploy kubernetes ready infrastructure and then have it be ready for scale, right? And then the important thing here also is this is the same infrastructure of the expelling bcf that our customers are using for traditional applications as well, right? Trying to reduce that complexity. Give them the one platform. So this cloud, you know, we had we were doing the same integration on just with R A C I platform, but also with our best to breach storage or we're not working with the C f. And then we're also making investments on data protection like it's so important to be able to manage your data in this multi cloud world. We have applications sitting everywhere, data. We all know that it is a crown jewel. So >> it's really a king validating from the Vienna a point of view. How that works right is is about applications is about the infrastructure, and it's about the operation and it really kind of together as we talk about Han Xue p. K s is giving our customers that Chuy's off. You pick Cuban eighties, you know, environments, application choice. >> Um, >> it took us. Actually, we didn't We didn't arrive it in that order. Wait. Did it. In the outer off Infrastructure Plot Foundation is a critical piece of the joint engineering. But being aware and the Della Bella Technologies is really from aviary perspective. It took Locke Foundation, and that's the stack that runs in every public cloud. So, you know AWS as your G C P 4000 plus, you know, cloud provider partners. But Flat Foundation is a platform that was validated on. They'll take hardware and you know, that's the package. But now, as you see, we're lighting that it's same infrastructure up for traditional and culminated applications. >> I think the app sides important to point out, because if you could ve m wears heritage, you look at Dale's heritage. You had abs that ran on PCs absent, ran on servers, client server. And if you look at the fertilization that wasn't under the covers, apt an innovation that didn't require code changes. So that's the DNA that you guys have. Now, when you think about like cloud to point out which we've been riffing on that concept that's basically enterprise cloud mean donut. Hybrid cloud applications are gonna drive. The value on our premises is that they're going to be customer requirements that traditionally wouldn't have fit in the product. Marketing, management, featureless customs. Gonna define what they want. They'll build it, and then they'll dictate to the infrastructure to make it run. What? We can't do that yet. It'll be, Yes, we cannot be enabled to be dynamics. This is a a new cloud. 2.0, feature. This changes the complete game on suppliers >> completely agree. You know to your point, because, you know, you bring it thio back toward civilization. We've been going higher up the stack on So Day zero virtualization infrastructure will virtual eyes. So the line off abstraction has just been climbing from hardware retort realization next to like, you know, Pat platform of the service, and you kind of were working up our way down infrastructure. Now that base infrastructure platform looks like plants. Right? >> And there were times out a little bit over here. On the upside, you meet in the middle of >> it in the middle >> that is Hello, >> absolutely so ap and at middle wears shrinking down this way. Infrastructures. You know that the cloud incriminating stride in the middle to say, Well, that's a bit of, you know, infrastructure is a Kodak and pull. He's a bit of a AP AP eyes I can can I draw from And that's kind of nice future middleware. But our dad, I >> mean, I think applications air in charge, right? I mean, that's not sure That's the dynamic. That's the way it should be. But it never was that way before is basically the infrastructure was your gating factor. The network exact cloud two points Network security data. Yes, Dev Ops. A true Dev Ops Devane, Ops, Infrastructures Code. >> The only point I wanted to add is the reason the emphasis on abscess change acts in the past. Used to be a business support system after today is business. >> Yeah, I mean, it's >> really or you're you're gonna live or die based on the digital services you provide your customers. The other thing I was going to say about cloud 2.0, is that it's also becoming increasingly clear when we Dr customers that, um, customers are realizing Cloud is not a place right. There was this kind of cloud. One point it was okay. Big honking data centers, hyper skaters will be found now is that customers have gone through that process of and there's a lot more maturity in terms of understanding. What is good, better running on premises. What is what's better running in public Cloud? There's a place for both of them and that, um, and the cloud is actually the automation, the service delivery. It's Maurin operation and a way of being almost than a place. >> And what is it? Well, what does it do for you all? Then, in terms of challenge, especially at your teams, because you talk about all this customization, you're allowing the application to almost drive. You know, you're changing places in terms of who's the power of the relationship? Yes. Oh, me, yeah, How what? What does that do for you? Oh, in terms of how you approach that, how you change of mindset and how you change what you deliver? >> I think John, it's the way I think about it is that both daily emcee in Vienna, or any technology provider that's worth their salt is in the business of building platforms. Right? And platforms are essentially extensible. They're really they really provide a foundation that other people can innovate on top of it. And that's how I think you handled the customers issue. If one thing I think we can all agree on is that I t has always taught us there's no one size fits. All right? Right. So I think providing choice along every single dimension is super important for our >> customers. Yeah, I think that platform thing is a huge point. And I was gonna ask that question before John got jumped in because one of the things that you just brought up was platform is you guys have to build an enabling platform. One as suppliers. Okay, The successful cloud to point out cos are ones that are innovating in weird areas. Monitoring, for instance, they who will have thought that monitoring now observe ability would be such a massive, lucrative sector four. I pose M and A Why? Because it's data. It's instrumentation. This is operating system kind of thinking here is like network. So thinking like a platform on the supplier size one, the customers got to start thinking like a platform because their stakeholders air their internal developers or a P I shipping to suppliers. This is new for enterprises. This is news requires full hybrid capability. This requires date at the center of the value proposition. >> That's again the biggest value is business and I tr coming together on the area of applications and data. Yeah, that's starting up giving because the successful businesses are the ones who leveraged. Those guys have failed in the future, or the ones who don't pay attention to how critical applications are to the business logic and how critical data is to be able to mine and get the behavioral analytics to get ahead. And >> now the challenge in all this. But I'm learning and covering some of the public sector activity from the C I. A contract Jedi with Amazon to we had Raytheon Her here earlier is another customer example with another client is that procurement? And how they do business is not just a technical thing. There's like all this old legacy, things like, How do you procure technology, who you hire her and we hire developers? We build our own stack, so there's a lot of things going on. >> Yes, and you know, it's really interesting on the even on the procurement front, how our customers experience with Cloud has changed expectations, right, And that's really what we're doing with the McLaren DMC is what customers told us is, Hey, I love the agility of the cloud portal based access. Easy procurement. I love just being able to click a button and not have to navigate all this complexity. I need that for my own premises infrastructure. Imagine FRA structure. And that's, you know, in an example, while all of these dynamics are really all converging, >> well, if you can create abstraction, layer on a level of complexity and make things easy, simple and affordable, that's good business. Model >> one of our customers without taking the name right. The massive retailer you know they're spinning up, um, the retail outlets like crazy. They measure success in This was one truck roll, so they wanna have the entire infrastructure come into stand up one of the retail outlets in one truck roll. When everything comes in one button push that everything gets in a provision and up together. >> So that means I gotta have full software instrumentation automation Got intelligence. This is kind of where cloud 2.0, will lead us all >> likely. And that's expectation now that they go so fast and deploying this one Truck roll Hardware's there. Switch it on from the cloud it stood up and they're in operation 24 hours. >> Well, guys, we're going to get you on our power panels in our Palace of studio on this topic cloudy. But it's gonna be very aggressive and controversial topic because it's going to challenge the status quo. And that's really what this we're talking about >> that's in our DNA. >> And the good news is that that's more time with John. >> So as we before, we say so long, we've talked about clients. We talked about the folks you bet here. We talked about the presentation on this thing and what they're all getting out of it. What are you getting out of this? I mean, what are your takeaways? As you had back to your respective work orders, you get first. Okay? >> I think for me the biggest takeaway is just how incredibly vibrant via more user communities. I mean, it is unlike anything else I've seen before and now with the things like Project Pacific. I just feel like it's It's an opportunity for this community to be able to take the skills they have right now and actually go into this brave new world of containers with so much help forces having to do this all by yourself. Which means it's gonna be, you know, if you think about how largest community is, think about how much innovation this will spore in the container space and because of that in the application space and then because of that in business is I mean, this is a It just feels like a tipping point for me >> to me. Sure, I got high fives from every tech geek, you know, when we came out, you know, I also on our technical advisory boats for the company that these are the hot core geeks who were followed and you know us to the, you know, these were the fans and they were like, you know, they always kind of like if you walk out of them and you talk to them and they, uh how did it work? Because they my bar, you have a very high bar. They cut through all your marketing messaging. They go right to the hay. Is there meet in this And the high fives? I got the hajj. I got out. This is like, guys, you're nailing it. That's enough to tell me that a This is, like, 10 years ago. Yeah, that body. It's like you're so busy. I'm still smiling because the energy is I >> can't give you a hug. Give me a high five. Right. Good work, gentlemen. Thanks for the time. Always, he's still smiling to >> get you to a step. >> Good deal. Thanks for being with us. Thank you. Live on the Cube. You're watching our coverage in world 2019. Where? San Francisco. Back with more. Right after this.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to San Francisco, everybody. My name is David Lantz. I'm here with my co host John Troia. This is Day three of V M World 2019 2 sets. >> This is >> our 10th year at the M. World Cube is the leader in live enterprise tech coverage. Marry on Blondie is here. He's the C m o and chief evangelist that 10 tree by DDN Yes, sir. He's joined by Graham Breezes The Field CTO at 10 Tree also by DDN Recent acquisition jets Great to see you. >> Likewise, as they say, we're back. I like I like to call it a hibernation in the sense that people may have not known where did Ian or 10 Trias and Tension by Dede and, as the name implies, were acquired a year ago at the M World August 31st of 2018. And in the year since, we've been ableto invest in engineering support, my joining the company in marketing to take this solution, we've been able to save thousands of customers millions of man hours and bring it to a larger number of users. Way >> first saw 10 tree, we said, Wow, this is all about simplification. And Jonah Course you remember that when you go back to the early early Dick Cube days of of'em World, very complex storage was a major challenge. 10 Tree was all about simplifying that. Of course, we know DDN as well is the high performance specialist and have worked with those guys for a number of years. But take >> us >> back Married to the original vision of 10 Cherie. Is that original vision still alive? How was it evolved? >> Well, I'd say that it's, ah, number one reason why we're a part of the DD and family of brands because, as, ah, portfolio company, they're looking good. Bring technologies. I'm the marketing guy for our enterprise or virtual ization audience, and the product sets that cover high performance computing have their own audience. So for me, I'm focused on that. Graham's also focused on that, and, uh, really what continues to make us different today is the fact we were designed to learn from the beginning to understand how virtual machines end to end work with infrastructure. And that's really the foundation of what makes us different today. The same thing, right? >> So from the very beginning we were we were built to understand the work clothes that we service in the data center. So and that was virtual machines. We service those on multiple hyper visors today in terms of being able to understand those workloads intrinsically gives us a tremendous capability. Thio place. I owe again understanding that the infrastructure network storage, hyper visor, uh, weaken view that end end in terms of a latent a graph and give customers and insight into the infrastructure how it's performing. I would say that we're actually extending that further ways in terms of additional workload that we're gonna be able to take on later this year. >> So I know a lot >> of storage admits, although I I only play one on >> TV, but, uh, no, consistently >> throughout the years, right? 10 tree user experiences that is the forefront there. And in fact, they they often some people have said, You know what? I really want to get something done. I grab my tent Reeboks and so it can't talk. Maybe some examples of one example of why the user experience how the user experiences differ or why, why it's different. >> I'll start off by saying that I had a chance being new to the company just two weeks to meet a lot of 10 tree users. And prior to taking the job, I talkto us some folks behind the scenes, and they all told me the same thing. But what I was so interested to hear is that if they didn't have 10 tree, they'd otherwise not have the time to do the automation work, the research work, the strategy work or even the firefighting that's vital to their everyday operations. Right? So it's like, of course, I don't need to manage it. If I did, I wouldn't be able to do all these other things. And I think that's it. Rings true right that it's hard to quantify that time savings because people say, 0 1/2 of it. See, that's really not much of the greater scheme of things. I don't know. 1/2 50. Working on strategic program is a huge opportunity. Let's see >> the value of 10 tree to our end users and we've heard from a lot of them this week actually spent a fantastic event hearing from many of our passionate consumers. From the very beginning. We wanted to build a product that ultimately customers care about, and we've seen that this week in droves. But I would say the going back to what they get out of it. It's the values and what they don't have to do, so they don't have to carve up ones. They don't have to carve up volumes. All they have to do is work with the units of infrastructure that air native to their environment, v ems. They deal with everything in their environment from our virtual machine perspective, virtual machines, one thing across the infrastructure. Again, they can add those virtual machines seamlessly. They can add those in seconds they don't have toe size and add anything in terms of how am I gonna divide up the storage coming in a provisional I Oh, how am I going to get the technical pieces right? Uh, they basically just get place v EMS, and we have a very simplistic way to give them Ah, visualization into that because we understand that virtual machine and what it takes to service. It comes right back to them in terms of time savings that are tremendous in terms of that. >> So let's deal with the elephant in the room. So, so 10 tree. We've talked about all the great stuff in the original founding vision. But then I ran into some troubles, right? And so what? How do you deal with that with customers in terms of just their perception of what what occurred you guys did the eye poets, et cetera, take us through how you're making sure customers are cool with you guys. >> I'm naturally, glass is half full kind of guy from previous, uh, times on the Cube. The interesting thing is, not a lot of people actually knew. Maybe we didn't create enough brand recognition in the past for people to even know that there was a transition. There were even some of our customers. And Graham, you can pile on this that because they don't manage the product every day because they don't have to. It's kind of so easy they even for gotten a lot about it on don't spend a lot of time. I'd say that the reason why we are able to continue. Invest today a year after the acquisition is because retaining existing customers was something that was very successful, and to a lot of them, you can add comments. It wasn't easy to switch to something. They could just switch to something else because there's no other product, does these automatic things and provides the predictive modeling that they're used to. So it's like what we switched to so they just kept going, and to them, they've given us a lot of great feedback. Being owned by the largest private storage company on planet Earth has the advantages of strong source of supply. Great Leverett reverse logistics partnerships with suppliers as a bigger company to be able to service them. Long >> trial wasn't broke, so you didn't need to fix it. And you were ableto maintain obviously a large portion of that customer base. And what was this service experience like? And how is that evolving? And what is Dede and bring to the table? >> So, uh, boy DD and brings so many resources in terms of bringing this from the point when they bought us last year. A year ago today, I think we transition with about 40 people in the company. We're up about 200 now, so Ah, serious investment. Obviously, that's ah have been a pretty heavy job in terms of building that thing back up. Uh, service and support we've put all of the resource is the stated goal coming across the acquisition was they have, ah, 10. Tree support tender by DNC would be better than where 10 tree support was. We fought them on >> rate scores, too. So it's hard to go from there. Right? And >> I would say what we've been doing on that today. I mean, in terms of the S L. A's, I think those were as good as they've ever been from that perspective. So we have a big team behind us that are working really hard to make sure that the customer experience is exactly what we want. A 10 tree experience to be >> So big messages at this This show, of course, multi cloud kubernetes solving climate change, fixing the homeless problem in San Francisco. I'm not hearing that from you guys. What's what's your key message to the VM world? >> Well, I personally believe that there's a lot of opportunity to invest in improving operations that are already pretty darn stable, operating these environments, talking to folks here on the floor. These new technologies you're talking about are certainly gonna change the way we deploy things. But there's gonna be a lot of time left Still operating virtualized server infrastructure and accelerating VD I deployments to just operationalized things better. We're hoping that folks choose some new technologies out there. I mean, there's a bill was a lot of hype in past years. About what technology to choose. We're all flash infrastructure, but well, I'd liketo for the say were intelligent infrastructure. We have 10 and 40 get boards were all flash, but that's not what you choose this. You choose this because you're able to take their operations and spend more your time on the apse because you're not messing around with that low level infrastructure. I think that there's a renaissance of, of, of investment and opportunity to innovate in that space into Graham's point about going further up the stack. We now have data database technology that we can show gives database administrators the direct ability to self service their own cloning, their own, staging their own operations, which otherwise would be a complex set of trouble tickets internally to provision the environment. Everyone loves to self service. That's really big. I think our customers love. It's a self service aspect. I see the self service and >> the ability to d'oh again, not have to worry about all the things that they don't have to do in terms of again not having to get into those details. A cz Morrow mentioned in terms of the database side, that's, ah, workload, the workload intelligence that we've already had for virtual machines. We can now service that database object natively. We're going to do sequel server later this year, uh, being ableto again, being able to see where whether or not they've got a host or a network or a storage problem being able to see where those the that unit they're serving, having that inside is tremendously powerful. Also being able the snapshot to be able to clone to be able thio manage and protect that database in a native way. Not having to worry about, you know, going into a console, worrying about the underlying every structure, the ones, the volumes, all the pieces that might people people would have to get involved with maybe moving from, like, production to test and those kinds of things. So it's the simplicity, eyes all the things that you really don't have to do across the getting down in terms of one's the volumes, the sizing exercises one of our customers put it. Best thing. You know, I hear a lot of things back from different customer. If he says the country, the sentry box is the best employee has >> I see that way? Reinvest, Reinvest. I haven't heard a customer yet that talks about reducing staff. Their I t staff is really, really critical. They want to invest up Kai throw buzzword out there, Dev. Ops. You didn't mention that it's all about Dev ops, right? And one thing that's interesting here is were or ah, technology that supports virtual environments and how many software developers use virtual environments to write, test and and basically developed programmes lots and being able to give those developers the ability to create new machines and be very agile in the way they do. Their test of is awesome and in terms of just taking big amounts of data from a nap, if I can circling APP, which is these virtual machines be ableto look at that on the infrastructure and more of her copy data so that I can do stuff with that data. All in the flying virtualization we think of Dev Ops is being very much a cloud thing. I'd say that virtual ization specifically server virtualization is the perfect foundation for Dav ops like functionality. And what we've been able to do is provide that user experience directly to those folks up the stacks of the infrastructure. Guy doesn't have to touch it. I wanted to pull >> a couple of threads together, and I think because we talked about the original vision kind of E m r centric, VM centric multiple hyper visors now multi cloud here in the world. So what >> are you seeing >> in the customers? Is that is it? Is it a multi cloud portfolio? What? What are you seeing your customers going to in the future with both on premise hybrid cloud public. So where does where does 10 tree fit into the storage portfolio? >> And they kind of >> fit all over the map. I think in terms of the most of the customers that we have ultimately have infrastructure on site and in their own control. We do have some that ultimately put those out in places that are quote unquote clouds, if you will, but they're not in the service. Vendor clouds actually have a couple folks, actually, that our cloud providers. So they're building their own clouds to service customers using market. What >> differentiates service is for serving better d our offerings because they can offer something that's very end end for that customer. And so there's more. They monetize it. Yeah, and I think those type of customers, like the more regional provider or more of a specialty service provider rather than the roll your own stuff, I'd say that Generally speaking, folks want tohave a level of abstraction as they go into new architecture's so multi cloud from a past life I wrote a lot about. This is this idea that I don't have to worry about which cloud I'm on to do what I'm doing. I want to be able to do it and then regards of which clouded on it just works. And so I think that our philosophy is how we can continue to move up the stack and provide not US access to our analytics because all that analytic stuff we do in machine learning is available via a P I We have ah v r o plug in and all that sort of stuff to be able allow that to happen. But when we're talking now about APS and how those APS work across multiple, you know, pieces of infrastructure, multiple V EMS, we can now develop build a composite view of what those analytics mean in a way that really now gives them new inside test. So how can I move it over here? Can I move over here? What's gonna happen if I move it over here over there? And I think that's the part that should at least delineate from your average garden variety infrastructure and what we like to call intelligent infrastructure stopping that can, Actually that's doing stuff to be able to give you that data because there's always a way you could do with the long way. Just nobody has time to do with the long way, huh? No. And I would actually say that you >> know what you just touched on, uh, going back to a fundamental 10 tree. Different churches, getting that level of abstraction, right is absolutely the key to what we do. We understand that workload. That virtual machine is the level of abstraction. It's the unit infrastructure within a virtual environment in terms of somebody who's running databases. Databases are the unit of infrastructure that they want to manage. So we line exactly to the fundamental building blocks that they're doing in those containers, certainly moving forward. It's certainly another piece we're looking. We've actually, uh I think for about three years now, we've been looking pretty hard of containers. We've been waiting to see where customers were at. Obviously Of'em were put. Put some things on the map this week in terms of that they were pretty excited about in terms of looking in terms of how we would support. >> Well, it certainly makes it more interesting if you're gonna lean into it with someone like Vienna where behind it. I mean, I still think there are some questions, but I actually like the strategy of because if I understand it correctly of Visa, the sphere admin is going to see the spear. But ah ah, developers going to see kubernetes. So >> yeah, that's kind of cool. And we just want to give people an experience, allows them to self service under the control of the I T department so that they can spend less time on infrastructure. Just the end of the I haven't met a developer that even likes infrastructure. They love to not have to deal with it at all. They only do it out. It assessed even database folks They love infrastructural because they had to think about it. They wanted to avoid the pitfalls of bad infrastructure infrastructures Code is yeah, way we believe in that >> question. Go to market. Uh, you preserve the 10 tree name so that says a lot. What's to go to market like? How are you guys structuring the >> organizational in terms of, ah, parent company perspective or a wholly owned subsidiary of DDN? So 10 tree by DDN our go to market model is channel centric in the sense that still a vast majority of people who procure I t infrastructure prefer to use an integrator or reseller some sort of thing. As far as that goes, what you'll see from us, probably more than you did historically, is more work with some of the folks in the ecosystem. Let's say in the data protection space, we see a rubric as an example, and I think you can talk to some of that scene where historically 10 Tree hadn't really done. It's much collaboration there, but I think now, given the overall stability of the segment and people knowing exactly where value could be added, we have a really cool joint story and you're talking about because your team does that. >> Yeah, so I would certainly say, you know, in terms of go to market Side, we've been very much channel lead. Actually, it's been very interesting to go through this with the channel folks. It's a There's also a couple other pieces I mentioned you mentioned some of the cloud provider. Some of those certainly crossed lines between whether they're MSP is whether they are resellers, especially as we go to our friends across the pond. Maybe that's the VM it'll Barcelona discussion, but some of those were all three, right? So there are customer their service providers there. Ah ah, channel partner if you want terms of a resellers. So, um, it's been pretty interesting from that perspective. I think the thing is a lot of opportunity interview that Certainly, uh, I would say where we're at in terms of, we're trying to very much. Uh, we understand customers have ecosystems. I mean, Marco Mitchem, the backup spaces, right? Uh, customers. We're doing new and different things in there, and they want us to fit into those pieces. Ah, and I'd certainly say in the world that we're in, we're not tryingto go solve and boil the ocean in terms of all the problems ourselves we're trying to figure out are the things that we can bring to the table that make it easier for them to integrate with us And maybe in some new and novel, right, >> So question So what's the number one customer problem that when you guys hear you say, that's our wheelhouse, we're gonna crush the competition. >> I'll let you go first, >> So I'd say, you know, if they have a virtualized environment, I mean, we belong there. Vermin. Actually, somebody said this bed is the best Earlier again. Today in the booze is like, you know, the person who doesn't have entries, a person who doesn't know about 10 tree. If they have a virtual environment, you know, the, uh I would say that this week's been pretty interesting. Lots of customer meetings. So it's been pretty, pretty awesome, getting a lot of things back. But I would say the things that they're asking us to solve our not impossible things. They're looking for evolution's. They're looking for things in terms of better insights in their environment, maybe deeper insights. One of the things we're looking to do with the tremendous amount of data we've got coming back, Um, got almost a million machines coming back to us in terms of auto support data every single night. About 2.3 trillion data points for the last three years, eh? So we're looking to make that data that we've gotten into meaningful consumable information for them. That's actionable. So again, again, what can we see in a virtual environment, not just 10 tree things in terms of storage of those kinds of things, but maybe what patches they have installed that might be affecting a network driver, which might affect the certain configuration and being able to expose and and give them some actionable ways to go take care of those problems. >> All right, we gotta go marry. I'll give you. The last word >> stated simply if you are using virtual, is a Shinto abstract infrastructure. As a wayto accelerate your operations, I run the M where, if you have ah 100 virtual machine, 150 virtual machines, you could really benefit from maybe choosing a different way to do that. Do infrastructure. I can't say the competition doesn't work. Of course, the products work. We just want hope wanted hope that folks could see that doing it differently may produce a different outcome. And different outcomes could be good. >> All right, Mario Graham, Thanks very much for coming to the cubes. Great. Thank you so much. All right. Thank you for watching John Troy a day Volante. We'll be back with our next guest right after this short break. You're watching the cube?

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to the Cube. It's the Emerald 2019 our 10th year water wall coverage. Three days, two sets, lots of content. Instrument of my co host is Justin Warren. And one of the big stories coming into the show is VM Wear actually went on an acquisition spree. A hold number of acquisitions. Boston based Carbon Black over $2 billion Pivotal brought back into the fold for also, you know, around that ballpark of money on Happy to Welcome to the program. One of those acquisitions, such and Conti, is sitting to my right. He's the co founder of Hana is also a professor at Stanford University. Thank you so much for joining us and joining us. Also for the segment. Shakeri Air, the executive vice president general manager of Telco Edge Cloud at VM Wear, Shaker said, Yes, there's a lot of acquisitions not to play favorites, but maybe this is his favorite. No question about it. All right. Eso such in, you know, boy, you know the Paolo Alto Stanford connection. We were thinking back, You know, the Founders Of'em where, of course, you know came from Stanford. Many acquisitions over the year, including the mega next era acquisition. You know, quite a few years ago, I came out of Stanford. Give us what was the genesis in the Why of Hana. >> It's actually interesting Stanford Connection to So I've been a faculty at Stanford for the last 10 years on dhe. I have seen the SD and moment very close on up front on one of the dirty secrets of S. T M says it makes the netbooks programmable, but someone still has to write the programs on. So that's usually a very complex task on the pieces beyond the company was, Can we use the eye to learn how to program the network rather than humans having to program the network to do management or optimization? So the division really waas can be built? A network that learned how to optimize itself learns how to manage itself on the technology we're building. Is this a pipeline that basically tries to deliver on that for mobile? >> It's great, Sachin, you know, my background is networking and it feels like forever. We've been hooking well. We need to get people from the cli over to the gooey. But we know in today's rightly complex world, whether it's a I or just automation, humans will not be able to keep up with it. And, you know, we know that that's where a lot of the errors would happen is when we entered humans into doing some of this. So what are some of the key drivers that make this solution possible today that, you know, it might not have been able to do done when when one train was first rolling out the first S t n? >> Yeah, talk about it in three dimensions. The one is, Why do we need it today? Right on. Then what is being what is happening that is enabling this today, right? So, apart from what I talked about Stu and I think the other big driver is, the way I like to think about it is that the Internet is going from a means of consumption to a means of control and interaction. So, increasingly, the application to BC driving the next big decade, our very way of controlling things remotely or the network like a self driving car, or be in interacting but very highly rich visual content like E. R. India. So the applications are becoming a lot more demanding on the Net. At the same time, the network is going through a phase off, opening up on becoming disaggregated network complexity is increasing significantly. So the motivation behind the company and why I thought that was the right time to start the company was these two friends are gonna collide with five coming along the applications that are driving five g and then at the complexity increasing our five. So that's why we started the company. What actually is enabling. This is the fact that we have seen a lot of progress with the eye over the last few years. It hasn't really. It hadn't really been applied at scale to networks and specifically mobile that book. So we definitely saw no, actually there, but increasingly, ah, lot of the infrastructure that is being deployed there was more and more telemetry available. There was more and more data becoming available and that also obviously feet this whole engine. So I think the availability of all of these Big Data Technologies Maur data coming in from the network and the need because of these applications and that complexity. I think there's a perfect confluence >> that there's lots of lots of II floating around at the moment, and there's different flavors of it as well. So this machine learning there's Aye aye, sir. When when you say that there's there's a I behind this What? What particular kind of machine learning or a Y you're using to drive these networks? >> This a few different techniques because the problems we solve our anomaly detection off. Then problems are happening in the network predicting how network conditions are going to evolve. For example, predicting what your devices throughput is gonna be the next 30 seconds. We're also learning how to control the knobs in the neck using AI ai techniques. So each of these has different classes of the eye techniques. So, for example, for control we're using reinforcement learning, which is the same technique that Google used to kind of been on alphago. How do you learn how to play a game basically, but area the game you're playing it optimizing the network. But for the others, it's a record of neural networks to do predictions on Time series data. So I think it's a combination of techniques I wouldn't get to wherever the techniques. It's ultimately. But what is the problem you're trying to solve? And then they picked the right technique to solve it, >> and so on that because the aye aye is actually kind of stupid in that it doesn't know what they wouldn't. What an optimized network looks like. We have to show it what that is. So what? How do you actually train these systems to understand? But what is an optimized network? What? How does how does that tell you? Define this is what my network optimal state should be. >> So that's a great question, because in networking like that, any other discipline that wants to use the eye. There's not a lot of label data. What is the state I want to end up at what is a problem state or what is a good state? All of this is labels that someone has to enter, and that's not available axe kid, and we're never gonna be able to get it at the scale we wanted. So one of our secret sauce is if you will, is semi supervised learning but basic ideas that we're taking a lot of domain knowledge on using that domain knowledge to figure out what should be the right features for these models so that we can actually train these models in a scalable fashion. If you just throw it a lot of data any I model, it just does not converge. Hardly constructive features on the other thing is, how do I actually define what are good kind of end state conditions? What's a good network? And that's coming from domain knowledge to That's how we're making I scale for the stomach. >> I mean, overall, I would say, as you look at that, some of the parameters in terms of what you want to achieve are actually quite obvious things like fewer dropped calls for a cellular network. You know, that's good. So figuring out what the metrics need to be and what the tuning needs before the network, that's where Hana comes in in terms of the right people. >> All right, so shake her. Give us a little bit of an understanding as to where this fits into the networking portfolio. You know, we heard no we heard from Patty or two ago. You know what would have strong push? Networking is on the NSX number. Speaks for itself is what's happening with that portfolio? >> No, absolutely. In fact, what we're doing here is actually broader than networking. It's sort off very pertinent to the network off a carrier. But that is a bulk off their business, if you will. I think if you sort of go back and look at the emirs of any any, any vision, this is the notion of having any cloud in any application land on any cloud and then any device connected to those applications on that any cloud side we are looking at particularly to cloud pools, one which we call the Telco cloud and the other is the edge cloud. And both of these fortuitously are now becoming sort of transforming the context of five G. So in one case, in the telco cloudy or looking at their core and access networks, the radio networks, all of this getting more cloud ified, which essentially leads toe greater agility in service deployment, and then the edge is a much more distributed architecture. Many points over which you can have compute storage network management and security deployed. So if you now think about the sort of thousands off nodes on dhe virtualized clouds, it is just impossible to manage this manual. So what you do need is greater. I mean, orders of magnitude, greater automation in the ability to go and manage and infrastructure like this. So, with our technology now enhanced by Johanna in that network portfolio in the Telco Edge Cloud portfolio, were able to go back to the carriers and tell them, Look, we're not just foundational infrastructure providers. We can also then help you automate help you get visibility into your networks and just help you overall manager networks better for better customer expedience and better performance. >> So what are some of the use coasters that you see is being enabled by five G? There's a lot of hype about five short the moment and not just five jail. So things like WiFi six. Yeah, it would appear to me that this kind of technique would work equally well for five g Your wife. I short a WiFi six. So what are some of the use cases? You see these thieves service providers with Toko Edge clouds using this for? Yeah, So I think overall, first of all, I'd >> say enterprise use cases are going to become a pretty prominent part off five, even though a lot off the buzz and hype ends up being about consumers and how much bandwidth and data they could get in or whether five chicken passing preys or not. But in fact, things like on premise radio on whether that is private. Lt it's 40 or five t. These are the kinds of Uschi cases that were actually quite excited about because these could be deployed literally today. I mean, sometimes they're not regulated. You can go in with, like, existing architectures. You don't need to wait for standardization to break open a radio architecture. You could actually do it, Um, and >> so this sort off going in and >> providing connectivity on an enterprise network that is an enhanced state off where it is today. We've already started that journey, for example, with yellow cloud and branch networking. Now, if we can take that toe a radio based architecture for enterprise networking, So we think, ah, use case like that would be very prominent. And then based on edge architectures distributed networks now becoming the next generation Cdn is an example. That's another application that we think would be very prominent. And then I think, for consumers just sort of getting things like gaming applications off on edge network. Those are all the kinds of applications that would consume this sort off high skill, reliability and performance. >> Can you give a little sketch of the company pre acquisition, you know, is the product all g eight? How many customers you? Can you say what you have there? Sure >> it does us roughly three years old. The company itself so relatively young. We were around 33 people total. We had a product that is already deployed with chairman Telcos. So it is in production deployment with Chairman Telco Ondas in production trials with a couple of other tier one telcos. So we built a platform to scale to the largest networks in the world on If I, if I were to summarize it, be basically can observe, makes sense or in real time about every user in the network, what their experiences like actually apply. I modeled on top of that to optimize each user's expedience because one of the vision bee had was the network today is optimized for the average. But as all off our web expedience personalized netbook experiences, not personalized can be build a network Very your experiences personalized for you for the applications, your running on it. And this was kind of a foundation for that. >> I mean, we In fact, as we've been deploying our telco Cloud and carrier networks, we've also been counting roughly how many subscribers are being served up. Today we have over 800 million subscribers, and in fact, I was talking to someone and we were talking about that does. Being over 10% off the population of the world is now running on the lack of memory infrastructure. And then along comes Johanna and they can actually fine tune the data right down to a single subscriber. Okay, so now you can see the sort of two ends of the scale problem and how we can do this using a I. It's pretty powerful. Excellent. >> So So if we have any problems with our our service fighters, b tech support and I love to hear from both of you, you know what this acquisition position means for the future of the places and obviously VM wear global footprint. A lot of customers and resource is. But you know what I mean to your team in your product. >> I mean, definitely accelerating how quickly we can now start deploying. This and the rest of the world be as a small company, have very focused on a few key customers to prove the technology we have done that on. I think now it's the face to scale it on. Repeat it across a lot of other customers, but I think it also gives us a broader canvas to play that right. So we were focused on one aspect of the problem which is around, if you will, intelligence and subscriber experience. But I think with the cloud on but the orchestration products that are coming out of the ember, we can now start to imagine a full stock that you could build a network of full carrier network code off using using remote technology. So I think it's a broad, more exciting, actually, for us to be able to integrate not just the network data but also other parts of the stock itself. And >> it strikes me that this probably isn't just limited to telcos, either. The service providers and carriers are one aspect of this bit particularly five G and things like deployments into factory automation. Yes, I can see a lot of enterprise is starting to become much in some ways a little bit like a tell go. And they would definitely benefit from this >> kind of thing. Yeah, I mean, in fact, that's the basis of our internal even bringing our telco and EJ and I ot together and a common infrastructure pool. And so we're looking at that. That's the capability for deploying this type of technology across that. So you're exactly right, >> Checker want to give you the last word, you know, Telco space, you know? And then, obviously the broader cloud has been, you know, a large growth area. What, you want people taking away from the emerald 2019 when it comes to your team? >> Yeah, I think. To me, Calico's have a tremendous opportunity to not just be the plumbing and networking providers that they can in fact, be both the clowns of tomorrow as well as the application providers of tomorrow. And I think we have the technology and both organically as well as through acquisitions like Ohana. Take them there. So I'm just super excited about the journey. Because I think while most of the people are talking about five D as this wave, that is just beginning for us, it's just a perfect coming together on many of these architectures that is going to take telcos into a new world. So we're super excited about taking them. >> Shaker. Thank you so much for joining against auction. Congratulations and good luck on the next phase of you and your team's journey along the way. Thank you. Thank you for Justin. Warren comes to Minutemen, Stay with us. Still a bit more to go for VM World 2019 and, as always, thank you for watching the Cube.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Oh, good afternoon and welcome back as we continue our coverage live here on the cue from Mosconi North in beautiful San Francisco. Clouds of melted away In a way, of course, we're still talking about hybrid Multi. They're not going anywhere. In fact, there are very much entrenched into this show. John Wall's Justin Warren. Glad to have You with us. Joined now by Kevin Chats. Camera. Who's the vice president of Product management Enterprise and SP Solutions of Dental Technologies. Kevin. Good to see you again, sir. Nice to see you, too. Two shots in one week on the Q. We love that and Wait Holmes, who's the director of technical product management at Veum? Where? Wade, Good to see you this afternoon. >> But if you also >> so this this is kind of your party here, VM where? I mean, just give me your impression so far. First off, just kind of what you're sensing that the vibe here of the show and, ah, the kind of work that you're getting done. >> So the vibe here is excitement. I mean, I think everyone's excited about a lot of the announcements around either probably Pacific and how we're redefining the V's Fair platform and Tan Xue and now these capabilities on how these capabilities are going to be able to enhance our capabilities of our cloud provider partners. So I'm part of our club fighter salt for business unit, who specifically makes products and solutions for our cloud provider V, C P P program. And I think couldn't beam or excitement. And they've been a crescendo the past few years and be anywhere and b m world. And I think this has been one of the best ever. >> If the waves hitting the shore big time now. So you you talk about cloud providers about service providers. I mean, one of the same. Or Or how do you guys define that now? Or how do you separate that? >> Yeah, I think these terms are largely used interchangeably. To a large degree, I think if we look att at the cloud industry in the provider industry over the last several years, maybe about 5 to 7 years ago, there was a belief from every single cloud provider that they needed to build a scaled platform like a W s like Microsoft Azure like Google Compute. And that they were all in the business of a race to building the most robust, most scalable, most feature rich, most differentiated cloud that was largely erased the bottom from an economics perspective. And I think just about all of all of the service providers and now these cloud providers that we work with have really moved to a different model. What they've recognized is first off. The race to the hyper scale is not a profitable business that you want to race against. Number two. Ah, the transition for large enterprise I t small enterprise medium business to the cloud is so complex that it's not a game of building clouds and not a game of building platforms. It's a game of building practices at this point and cloud providers or building practices that allow them to find their own niche and differentiation off differentiated offerings. Whether that be on Prem Private Cloud hosted Private Cloud and then partnering with the hyper scale er's for the massively scaled multi tenant cloud world. And when we start to realize that this managed offering these cloud practices are there to help the enterprise and small medium business in their transition to the public cloud in transition to cloud and moving towards more managed I t offerings. What we're finding is the reemergence of these cloud providers in a meaningful way, starting to bridge the gap of skill, set, mismatches and expertise. Mismatches at Enterprise I t just doesn't have to embrace cloud technology. >> Yeah, for a long time there, there was the cloud Geraghty, who were saying that the public cloud is the only way this is gonna happen. Everything's going to be there. And some some of us I would count myself among them was a little bit skeptical about that. That approach to things and a lot of it with a lot of the pressure on on service providers was you don't even bother getting into the cloud business. Just shut up shop and go home. This is never going to be a good idea for you to compete in this at all. And it sounds like that that some of these providers have actually gone. You know what we've We've got a viable business here. There are customers here who need things done that we do really well that are not available out in public Cloud. So what are some of the things that some of the things that you're hearing from these cloud cloud providers, that that they are finding from customers that they value, that they not finding anywhere else? >> So I grew 100% that the club wider there, find their business is still growing, and it's due to their expertise. Is Kevin said, that the building practices they understand enterprise customers? Veum, Where business? They understand the platform that they're running the enterprise and are able to provide additional differentiated service's while leverage in the technology that the enterprise they're utilizing in their own data centers. So it's able to pride value out of service is with the same platform that air using in their own premises and providing those capability of same platform in a cloud model. So, given a pragmatic way for enterprises to be able to migrate to a cloud in a hybrid cloud, >> are there specific practices you noticing that is that kind of stand out as being particularly common? >> Yeah, s so I think that through the answer is yes, right? And the answer is that vertical expertise is king here, right? Understanding the industries in which the cloud platforms get deployed and how those industries consume. Resource is the use cases. How they monetize their business is key for success. But I think that what we where we've lived over the last several years is that the building blocks for all of these vertical industries, the only uniform way you had to do it was with the massively scaled public cloud providers. The hyper scale er's what we're doing now, Adele Technologies Cloud is we're enabling a consistent set of building blocks for all of these vertical industries that all of these vertical X three experts in the vertical industries across the cloud providers can then bring a common building block and go address the complex problems of building the use cases, building the monetization models, building the differentiated feature set. >> So I mean, can you give me an example? I mean, what you talking about? It's like if you're going about health care versus transportation versus manufacturing, some things that were going to a different way, we're going to slice this That's right. It's a different >> set of ecosystem partners. It's a different set of vertical applications, a different set of problems. It's different set of monetization models across the board, right? You know, retail has very specific requirements around Leighton See sensitivity and the need to be able to address micro transactions. Security capabilities of those transactions or what not, Health care is governed by hip on various other legislative. When you build in Europe, you have, ah, various data protection and privacy implications to keep in mind. It's right, so all of this is not typically available in public Cloud Public Cloud is built for a lowest common denominator. One size fits all, and then you come bring differentiation. On top of that now is enterprise. I T organizations start to migrate their workloads to Public Cloud. They're looking for consistency in terms of how they've lived before and how they work before how they've operated before. How do they migrate those applications, right? It's not I'm building everything natively for public cloud is that I have an entire set of applications that were designed in my enterprise i d environment that I just want to find a new way to operate in VM wears a consistent abstraction. Layers is really the path forward, So DT Cloud on Deli emcee and TT Cloud leveraging the public cloud providers in the V M wear abstraction with both feet spheres. Well, it's vey cloud foundations, eyes really a commonality that they can now the uses a foundational building block for all their service is >> yes. So where one of the things that a lot of customers have invested over a decade or Maur envy em where? And they have a lot of processes and tools and skills that they have invested in. And it sounds like for some of these cloud providers specializing in a particular industry, that there's a risk there that you will end up with building blocks that, yes, they're customized for one particular thing. But now I have to operate them a little bit differently. And now I've got a lot of different ways of doing things, and particularly as a provider, then that that adds cost. And I want to try to get some of those costs out there because they think that influences my margin. So is the choice. Of'em were one way of dealing with that because I can maintain that same consistent way of managing things. >> Absolutely. And that's key to some of the work that VM wear and Dell has been working together on two. Allow for Kevin Mention, Adele Technology Cloud Platform, which the baseline of that is being more cloud foundation. So been ableto have that homogeneous operational model, and Mona's data plane set is the same V sphere and XXV sand based originality perspective. So the operational model, whether it's in the providers infrastructure or whether it's on premises within enterprise is similar. >> And I think there's even 1/3 vector to this, which is, um, yeah, one public cloud provider is not gonna win. All of the public cloud providers are going to exist, and the scale of a Microsoft azure and the scale of an AWS on a scale of a Google compute put them in position to continue to lead this industry forward. And it's it's difficult to bet on one horse, right? So the GMC model on the DT Cloud model allows us to be able to scale across all of these different cloud providers and as an enterprise organization that's making specific decisions based on region or based on other financials that some of these workloads are going to say in AWS, and some of them are going to sit in Microsoft Azure, etcetera, etcetera is a common abstraction across all of them. >> But at that point, I mean the fact that you're talking about, um, vertical practices, right? Verticals having practices that might be unique to their particular industry. And now you're talking about them deciding that they might all flowed work Thio, maybe an azure. Maybe in Google. Maybe I'd be it. Whatever, Um, I mean multiple complexities for you in dealing with that because you're gonna be the translator, right? You've got to be. You've got to be multi lingual, not only within in the cloud world, but also in a vertical world too. Right? So tough road for you guys to provide that kind of flexibility and that kind of knowledge. >> Oh, I mean, that's the key to the software and solutions that GM was providing and allowing for solutions and sat space capabilities to provide a modernise, softer, defined capabilities across clouds or a and be able to manage things across, such as cost in via cloud health and other manage service's capabilities by our software platform and then be ableto have this. These capabilities in the Bean Imlay consumed by providers and turnkey fashion by utilizing del technologies, bx rail are and VCF one VX rail and having us all package together, and so that providers no longer have to focus on building a core infrastructure. But they're now able to focus on that integration layer. Focus on the additional higher level service is that are able to stitch together the use this multi cloud environment >> decision logic that our customers have. It's just so complex, and I think that the message that we've heard loud and clear from them is that they feel like once they're in particular ecosystem, they're locked into that ecosystem. And the more that we can do that give them flexibility to bring these ecosystems together and leverage the benefits and the capabilities and the regional and geo location of just about all the different ecosystems that exists and build their own ecosystems. On top of that, especially if you're a cloud provider, is really what they're looking to do. And when the foundational building blocks all look different, the integration look different the automation look different. The orchestration look different in the storage. Later look different. It's just It was impossible, right? It's really on us to provide an abstraction to make that easy for them to accomplish their business. >> Consistent foundation is critical, and that's what we're bringing through the cloud provider today. >> One thing that has changed from from technology of 12 12 15 20 years ago is the consumption model that cloud has provided. S. So what are you seeing around service providers, providing that pretty much you have to provide if your cloud provided you have to provide some kind of consumption model because that's what people have in their minds when they think about about Cloud it is. It's not just about the technology side of things. Actually, we're out the business operations about, you know, the financing and the funding models of things. What are you seeing with the cloud providers and service providers? How are they changing the way that they allow people to finance the buy of this infrastructure? >> So that's one of the pieces that, in being where Rendell is working together to allow for not just software, which through the visa program all of our software solutions are consumed through a subscription like model. So it's pay as you go, but also be able to consume hardware and consume the turnkey patches package so that VCF on Vieques rail and the Cloud Provider platform can be consumed in a pay as you go subscription model, which is a way that providers want to be able to then provides software and capabilities to their enterprise customers. >> Have they completely changed across to being purely consumption? Or do we still have a lot of industries that preferred by things that with Catholics >> it would be fantastic if the world converged on one answer? Everything is always easier when there's one answer. But I think, ah, one of the things we recognize is that, ah, and it's true and technology. It's true in business models. It's true. In operational models, there's never in. It's never just a or answer right. It's always an end, and there's a need for us to embrace multiple different models in order to meet the needs of our customers. And even a single service provider will find particular areas that they wanted, consumption based model and others that they realize that it's a well entrenched business for them, and the risk is a little bit lower, and they're willing to take on that risk and look at a Cap IX base model right there. Certainly financial implications to both an Op X and the Catholics model. There's tax implications, and you know where. We're still a little bit all over the map in terms of their preferences. >> Hopefully, we'll see that shake out a little bit and we'll have some standard patents to match the practices that will just make it a little bit easier to design the solution. >> I think the Saturn standard pattern that I expect to emerge is that we have to do everything >> for everyone >> in every way that they want to see. >> Oh, you left there, Kevin. I can't imagine that being too difficult. Everything. Everyone it all at every time. That's right. All right. Hey, thanks for the time of and the discussion and good luck with handling that. I know. That's a that's a big lift on. I know we're joking, but, uh, it's a great world for you. Certainly exciting time. And we thank you for your time here. >> Thank you. Thank you guys appreciate the time. >> I appreciate being World 2019. Coverage continues right here on the Cube. We're live and we're in San Francisco.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back, I'm stew minimum like co host for this segment is Justin War, and this is the 10th year of the Cube here at VM World 2019 when the lobby of Mosconi North and happened. Welcome to the program first, a first time guest on the program. June Yang, who is the vice president of product management and engineering at VM. Where. Thank you so much for joining us. >> Thank you for having me. >> And welcoming back to the program is Marin Cabra, who's the vice president. Product marketing of Cloud at Delhi emcee for in Great to See You, thanks to All right, June so many different pieces talking about Cloud Way. Think back 10 years ago, you know, Pomerance was talking about it like it's the software mainframe. What we're talking because, you know, even back then, you know, Cloud isn't really it's not a destination or a place. You know, there is no cloud is just somebody else's computer. It's more of an operating model, so of course, the VM work cloud on various solutions. Of course. Sitting here with Del, I'm sure we'll be talking about the V. MacLeod, a deli emcee. But just give us over a little bit about you know, you're in a lot of customer meetings. You know what's resonating with your customers. What are they coming to you tow? Discuss when it comes to their overall cloud strategy? >> Yeah, I think for a lot of customers, they're really looking for both the hybrid cloud story as well as a multi call story. I mean, this is something that Pat spend quite a bit of time talking to you on the Mondays keynote. We see customers clearly. Many of them have very large existing footprints on premises and edges again as a growing segment off their infrastructure. It's also getting very significant, making very significant investment over there. And of course, the public cloud itself. So we see many customer really trying to straddle the combination off the private cloud, the public cloud and the edge side, and our strategy is really we want to have a consistent infrastructure that's running everywhere, so therefore we have a consistent operational model that enables the customer and their advance to be to do that. >> Yeah, In some ways, it reminds me back. You know, in the early days when I worked with VM where every group had some application they'd built and you know which server they bought, you know, you know, they would run VM. We're underneath that because it would help with the efficiency in there. So in some ways, is multi cloud similar to what we had in multi vendor back in the day, >> I mean, we think of, you know, you think about the first it oration. Of'em were right. We're really thinking about We're taking the hype, the hyper visor, and making all the hardware underneath that to be really invisible right you're using, You're dealing with a high. You're doing the hyper visor and really hide it a head virginity off. What's underneath that? And then we talk about our STD Sierra, which is really focusing software defined data center were virtualized not only compute, but also storage and network as well and really hide in the head Virginity for that. And so the third iteration flies really looking at the cloud as the next level off you know, different instructor comes from money again. We want to go to hide that and offer consistent operational model there. >> So from the customer perspective, back in the day when Vienna, where was new It was new and scary for a lot of customers. And we had we saw that with cloud as well. So 10 years ago, Cloud was evil and wrong, and we should never use it. Customers have moved on in both of those cases Have we have We reached the point now where cloud is just Yes, it's accepted and we're going to be doing it. Are we? Are we going to have another battle about whether hybrid or multi cloud or customers just moved past that and are now looking at? We know what we want to use this for, so we know that we need to choose it. We're not gonna be moving everything to the cloud, but we're not gonna be putting everything in V EMS either. We're going to choose what is the right solution for the for the different views. Guys, >> I think over the last court, a couple of years that has become sort of the defective standard people comfortable with the cloud people comfortable with on premises. They know that it's gonna be hybrid cloud world. It's gonna be a multi cloud world. >> So Varun, we talked about the VM War cloud on Delhi M C. We had a number of conversations back. Adelle Technologies World. You know, earlier this year when you look out in the general market place, they're like, Oh, I look at the family. Well, Della's the hardware Veum. Where's the software? There are a lot of announcements this week that we're the cross pollination of pieces, and a lot of those are software pieces from the Dell family that tie into what's happening on VCF and the like. So bring us the update. >> Mr Was, as June said, both Daddy M. C and V M were incredibly customer driven companies, right? So what we've been hearing from customers is one. They're really excited about being able to try out the Ember cloud and a GMC, so we're very, very happy to be working with the hammer to bring this to market first. So that's something that that our customers have been asking us for. But then, along with that, as customers start understanding the model of the fully manage data. So you know the fully manage infrastructure you can. The next question that customers have is okay. I can now focus on higher value added service is And one of the things that immediately comes up next is okay. What about my data out? We're protected, right? I'm gonna be running applications on this. And we've already spoken on this show many times before. Data is increasingly one off our organization's most valuable assets. It's a competitive differentiator. Bc news, Every day, if it falls in the wrong hands, what happens? Right? So what we've been doing now, in addition to the three amazing amount of work that we've been doing the June's team to bring this to market, they've also been working on the data protection side. So now the deli emcee data protection is now validated to be working on Williams of you, MacLeod and DMC as the data protection solution. So this means that customers can not only take advantage of the the integration that we have on the infrastructure earlier. You can also take advantage of just have the peace of mind that our industry leading data protection solutions Will will be there to help them manage the data and protect their data. >> So it sounds like it's something that you don't have to think about it as an afterthought, which is often the challenge with data protection. If you if you wait to think about it, it never happens. So this pretty much just comes. We know it's gonna work. Turn it on Day one. Just have it. Start with your data being protected and just have that baked into the way that you run your operations so that it no longer becomes spinning up a specific backup project. Because those things that they always expensive, there's no there's no perceived value to the business of doing this, whereas if it's just now part off, this is how you run your infrastructure. So this is how you stand up via MacLeod on Delhi emcee, and this is just how you should do business. >> You know, it's absolutely like that way. What would we find? That's really exciting. What the Hammer Claw Run DMC is. Customers are asking us to deliver the cloud model right to their data centers do their edge locations, so that's how they want to consume software solutions as well. So what's amazing about the solution is you're you're doing everything to the browser. So that's how you're gonna cause you Data protection becomes an ad on service that you want to add on that. And I'm sure over time we're gonna enter the capabilities as well. But it's really that's the key part here. The ease of consumption it Sorry, The ease of use and basically being able to consume things through the browser is a game changer for for infrastructure, on data in the data center on the edge. >> So June 1 of the things that definitely has caught our attention and one of the bigger announcements this week is Tom Zoo in the con to Mission Control. That's what they call it because from going to have multiple locations, we've been looking for my entire career in I t o. You know, we're gonna have some tool that's going to manage across these environments and made a VM wear cloud, you know, on Delhi emcee. But I probably of'em were cloud on some of the public clouds, and I you might also be doing some kubernetes. That's not even with the V a more pieces, so help paint a picture is kind of where we are today and where we're going when it comes to you know that management consumption and maybe even some of the finances in getting to that cloud operating model across all my environments. >> Yeah, tonsil Vincenzo is a kind of follow. Your name for a number of products was in that tons of mission control, of course, is one part of that. The way we view Content Zoo is that this is really a multi called platform. We understand that customers of developers in particular, wanted to use consume, consume carbon eighties cluster and the often they want to choose communities. Cluster based on different cloud for variety reasons, sometimes cause something's resiliency, sometimes just geographical availability. And then there needs the way to be able to see this in the consolidated fashion. And that's what tons of mission control does. And that's when I showcase yesterday the keynote to really show that you can now have a single pane glass to be able to see all of these clusters across multiple clouds and and then be able to, you know, do some troubleshooting and so forth making things much easier that, of course, buildup Holly policies on top of these clusters and then welcome propagated changes and making sure those in force. So those are some really, really, I think, really good operational capabilities that really simplifies the data. The operational cut, you know, kind of the task that operator has to do its part of the >> driver for this, that that enterprises who got this investment in v sphere. So they've spent 10 years of 10 more years investing in envy sphere. And then all of a sudden, you've got these cloud people who want to come and do things in a completely different way. So now, as a business, I either I have to make a choice of what do I invest a lot of money in both of these things? Do I move everything to one model? It sounds like you're actually trying to provide customers with away. That's a look. You've already made these investments and you don't have to throw them all away. You can still operate things here, but you can also have these cloud things without having to move everything off into a completely different operating model. Is that fairly >> accurate. So I think we're very customer driven by We want to deliver what customer wants to. It wants to be able to consume S o. You know, That's why you know, part of the reason we're so excited about a Project Pacific on top of the V sphere side is really customer has made a huge investment on the visa for platform. And we've got 500,000 customers out there and tons of customers does. He becomes their standard in the data center and that you now have a kubernetes coming in and containers coming in and we don't want a customer. Have to do a siloed platform for it. And by embedding communities directly into V's for yourself, we have now made V's fear The platform for containers and for VMC Sport was well, so that investment customer has made on the on the VCR side. Now kind of moves out to people to cover the communities and containers as well. And because our std see and our hybrid cloud story we're taking the same V sphere across to be a mark on the deli Emcee the Mark child on aws mbm were cloud, you know on edge and so forth. That means all this benefits that fracture. Pacific greens is now going everywhere. >> Having spoken to some clients about the experience of even managed community service is it's really, really painful for them. So being about having these of use of these fear, if you could bring that to group in a visa and have that is a manage service, I'm sure you'll make a lot of people very happy. >> That's that's why we're so excited about it. >> Do you want to click one level further on the product Pacific stuff? Because the thing that struck me at first it's like, Wait, you know, containers and communities That's gonna be the cloud and being, you know, feast fear. We want to modernize it. But you know, that's not what I want to put in the public cloud. But Product Pacific. Is this primarily a data center offering? If I'm doing via more cloud in a public cloud to expect to be leveraging the native public cloud and then tan to helps me manage across them? Is that how we think of them? Or am I not getting the full story? >> So I think a little bit about you think about. There's 111 track is you can do is all these fear based clouds, right? These fear based on premise the sphere based on dahlia MSI ve sphere based on top of you know, public cloud right, That's one track if you follow that track than Project Pacific essentially allows you to be able to run both kubernetes and virtual machines on a single platform. Now, if customers also wanted to be able to run a native cloud, then this is what kind of bring tons of mission control in, because that's a multi called story. So that was kind of what paddle trying explain at the keynote in terms of hybrid cloud versus the versus the multi cloud. >> Okay, so you don't actually have to make a choice of one way of saying things, the tyranny of the single glass of pain. I have to make choices and you can't have a lot of things. And if there's one thing enterprises, height is that that's dedicating themselves to just one way of doing things, they like to have choice. >> We want to give them choices. Well, >> s O. B. Having that ability to be able to make those choices and have it be an end decision instead of war. I think that's >> so one of the questions we've gotten from customers this week is you know, your partners he had VM wear have just made a lot of acquisitions. It's a lot of integration work that needs to get it done. Their bills got strong experience in these things. That sit on top of the stack gives a little bit of what we should see going forward on your planet. >> I mean, I think if there's anything that's that's apparent this week, is that being there and L Technologies are just getting started. I mean, even as a having having known a little bit about some of these announcements, it was just so exciting to see all that stuff come Rio. And we're very, very excited to continue to work with the, um, where to bring. You know, Tan Xue. The various components attends a more Cooper container stuff as well, as well as other other capabilities that we saw in you realize orchestrator and automation. We want to bring that to our customers in an integrated fashion so that it's easy for them to deploy just easy for them to use. And so I think what you're seeing here is just the start. >> That sounds fantastic. Yeah. So all of this investment that women there were saying from from the M wear and from Delhi and see like our customers going to see the payoff immediately, like tomorrow. Or we're going to have to wait. Another wait for some of these investments and integration is to pay off. How long are we going away? >> You think a lot of this is coming to fruition already? We announced availability. Of'em were called on Dahlia emcee at B M World. So it's ready for customer to purchase today, right? If a customer wanted Thio, you know much like what I demolition at the keynote. If a customer has a data center, they want to stood up wherever they need to be taken, literally place, order and be able to get that right. So that's the benefit they can have immediately. And of course, a lot of the longer term things have been talking about by layering additional capabilities. When Project Pacific comes into for a shin, this becomes available, you know, across the veer mark Wild and tell'em see products as well. I mean, these things will all kind of continuous snowballing as we go forward. But there's immediate benefit today and they'll be ongoing benefit as we go forward, making additional investment. >> Excellent. I don't have to wait forever. >> Yes, yes, it's about instant gratification. That's the trick. Now >> what? Wonder if you could speak to kind of changing application portfolio. His customers are modernizing, Going cloud native on that, what's the impact on your platforms and what are you seeing and hearing from customers? >> You know, uh, there is obviously a lot of interest in containers, and customers are either already trying it out or having some sort of applications that her back is there or they have or they're looking at it and saying, This seems really interesting. In some ways, it seems very, very similar to what What I saw from customers five years ago when people were saying, I'm gonna move everything to the public club and, you know, sometimes you hear a little bit of I'm gonna move everything to containers. I think what we will likely see over the next few years is a little bit of rationalization, just like we saw with public and private, is that it's both. I think we will continue to see sort of traditional applications and new applications live in more off of'em centric model. And I think there will be as their new applications being built or as I squeeze package of their applications to be more container friendly. We'll see some go that way. I you know, if anything, I've learned it is One thing I've learned in the I T industry in all these years is there really isn't a one size fits all solution. We get very excited about things, >> and we're like, Oh, >> everybody's going to do this But the reality is, things balanced themselves out and into June's point as a vendor. What we want to do is we want to give our customers choice. But we know that there's no one size fits all, and we want them to choose what's right for their business and help them achieved their goals. >> So, June last question I have for you. Congratulations on the keynote yesterday way Heard way. No, a lot of the inside work and, you know, heard like the guy that swim across the English Channel like that got added to the agenda, you know, like days beforehand flew way. Understand? What happened with demos and last minute gives a little bit is to kind of the making of the team that helped put that together. You know anything that you know, you were super excited. That actually made the final stage that you might not have thought would've gotten there, >> you know, we started out was we were very ambitious, right? And we put in 15 or 16 demos into it. And as we started putting things together, time was our biggest enemy, you know? You know our friend Joe, who is, you know, running the day to show he was telling me you are 30 seconds over on this particular done, though you are 45 seconds on the other day. You give yourself credit here. I'm trying to tell the story here. So, unfortunately, we actually had to cut some demos out just because he couldn't fit into the scope of time. We want to make sure the story really comes out and the customer really understood what we're trying to show. I mean, I'm just so excited as part of the, you know, me doing the key day to keynote. I actually learned about a bunch of products I wasn't that familiar with. And so I was like, Wow, I didn't even know were doing that. And so just to see the amount of capabilities that we're bringing to bear, it's pretty astonishing and it's it's exciting. >> June, I'll say It reminds me of other cloud shows where there's so much going on so much new products getting launched that no single person can keep up with that. But thank you, June and Vern for helping our audience learn a little bit more about the areas that you're doing with >> my pleasure. >> Thank you for having us. >> Justin Warren. I'm still Minuteman back with more coverage at VM World 2019. Thank you for watching the Cube

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back, everyone. Day three Q coverage here in San Francisco for V emerald. 2019. I'm just for a student, Um, in here with David Lan. Take days free kick off. We have two sets wall to wall coverage. Guys, this is the time where we get to take a deep breath two days under our belts look and reflect on all the news we've covered in a dark to last analysis sessions but also kind of riff on. We got two nights in hallway conversations we learned a lot of the party means do. I learned a lot last night. Dave. I know you. You learned a lots, do you, Thomas? When things that the chatter Certainly twittersphere hashtag the emerald. A lot of action on there, but it's the hallway conversations. It's the party that people have a few cocktails in them day that you start to hear the truth. The real deal comes out, >> No doubt. And and again Jon Stewart, there's real concern over from the from the practitioners we talked to about this acquisition spree. Are they going to be integrated? Are they going to just throw all this stuff at us and keep jamming products and service is down our throats? Or is this going to be a coherent set of solutions that solves our problem? We also had a little little interesting side conversation about, you know, Snowflake, Frank's lumens new company and how basically Frank is bringing back the Pirates from Data Domain and from service. Now Mike Scarpelli is over there. He's a rock star. CFO Beth White is eventually is back over there. And Frank's Lupin. He's the guy who takes companies from, you know, 100 million to a billion, so that's gonna be >> very serious money making him going on there. >> We have been following his career for a number of years now. We watched him take data domain. We watched him pull that that rabbit out of his hat with the sale with net app, and then the emcee swooped in. And then we saw what he did service. Now we've documented this is an individual to watch, you know, >> he's a world class management team member I mean, he's executes. >> Oh, yeah, no doubt. And >> he has >> a formula that's been proven and in time and time again. And to me, the biggest testament salute Min is the success of the continued success of Data Domain. After he left Hey, he really helped clean up the emcees data protection mess. Um, and then the second thing is, look at service now is performance after he left, I haven't missed a beat. And, yeah, John Donahoe, great executive and all, but it's because Frank's Lubin had everything in place and that was a really well run >> dry. And they got a nice little oracle like business model. >> Yeah. No, you're right. They kind of, you know, the big complaint now as well. Your price is too high that Oracle. >> What have you learned? What you hear in the hallways? I mean, a lot of chatter. >> Yes, John, we We've been reflecting back a lot. It's 10 years in 10th year of the Cube here and back here in San Francisco. The new Mosconi, our third show that I've been at this year in Mosconi and we always track year to year. But since it's been what 45 years since we were here for VM World. When I talked to the average vendor. When I talk to you know, the analysts here were like, Oh, thank goodness we're not in Vegas. When I talked to the average attendee, they're like, Oh my God, what happened to San Francisco since last time we were here? It is too expensive. And the experience walking around San Francisco has really not nearly as nice as it might have been five or 10 years ago. And many of them we were talking to, Ah, woman that runs an event that has been Vegas in San Francisco. And she said, Oh, we did in San Francisco and got tremendous feedback. Don't do it there again. Brings back to Vegas both for costs and the enjoyment of being around the environment. >> Where was a shit show here in San Francisco is horrible right now, I got to say to your right eye was walking this morning from my hotel. Literally. A homeless person passed out the middle of the sidewalk. Um, your smells like urine. It's P, and it's It's just I mean, it's really bad this tense now. I mean City of San Francisco is gonna do some. Mosconi, by the way, has been rebuilt. Awesome. So, you know, in terms of the new Mosconi stew, that's a serious upgrade. Hotel rooms are scarce and just the homeless problem. It's just ridiculous. I don't know what they're >> doing. So one of the other big things when I was reflecting coming into here two years ago when VM wear really started down right before the war on AWS announcement, they made a big announcement. IBM because they had sold off the cloud air toe Oh, VH And for two years Oh, VH was a big partner, Talked about that transition, said we handed off this great asset over h isn't here at the show. I was like, Oh, my gosh, you know, that was, you know, such a big story and other companies like New >> 12. That's good. One lets someone who's not at the show and why. Yeah, oh, VH wired to hear >> They aren't here because, well, they've got customers. More of them are in Europe That was supposed to be a big entry into the United States. Obviously, it wasn't as valuable for them to be here, even though I'm sure they're still part of that service provider ecosystem. They have other big one for us, and we've had on the Cube Nutanix. You know, we've had Dheeraj Pandey. First time we had him on was that this show is still the majority of Nutanix. Customers are VM where customers I've talked to lots of Nutanix customers at the event, even part of the analyst event. Some of the customers I talked to were like, Oh, yeah, my hardware stacks Nutanix and amusing NSX. And I'm using other things there. But they are not here. They're not allowed to be at the show. And I >> mean, they were blatantly told they can't come. >> They can't come here. They can't come to the regional things. They can't do the partner things. So that that that relationship is definitely >> from red hat. What kind of presence have you seen from Red s? >> So their number companies like red Hat that they're kept at a lower level of sponsorship. So they're here. They participate, you know. Open shift, of course, is you know, big enemy for cloud native. Lots of open shift runs on V sphere. So many of those companies that are part of the ecosystem, but not the ones that they want to celebrate and put front and forward. So it's always interesting kind of walk around on those. Even Microsoft is an interesting relationship for, you know, decades with the M wear. You know, of course, azure they partner with. But hyper V was long a competitors. So, you know, we understand those competitive relationships >> could be interesting. Stew and Dave on the ecosystem Jerry Chan Day when we just doing my interview yesterday on the other set mentioned that the ecosystem reinvents itself the community. The question now is with Delhi emceeing Del Technologies obviously heard Michael Dell essentially laying out his plan, which is he's got. He's trying to keep people distracted, but the bottom line is going to top people putting together the cloud right well service provider model. So you know, that's what he's gonna be a big impact. VM wear the crown jewel of Del Technologies certainly is looking more and more like It's >> well and yesterday remember the first VM world we did in 2010? It was It was del I mean course and see only the time Who's Del? It was H p Yes, the emcee was there, but it was net app. I mean, everybody could've had equal standing yesterday at the keynotes. It was Project Dimension of V M, where cloud on Delhi emcee and long keynotes >> data protection into the VM were >> also it's It's all very heavily, you know, Jeff Clarke has his his thumb on, you know, the the deli emcee folks pushing that through Veum where Michael is orchestrating the whole thing. Pat obviously is allowing it. I was sitting in the audience Next next, Some folks from Netapp they're like, you know, this kind of a bummer. Calvin Sito from h p e tweeted Wow how to stick it in the face of your ecosystem partners. He then later went on Facebook saying, Hey, I love this ecosystem, so sort of balancing it out because, you know, he wants to be a good, good citizen, but clearly the ecosystem partners who basically brought VM where you know, to the the position where it's in through distribution, our little ruffled. Right now you can't blame him, But at the same time, the mandate is clear. Michael Dell is driving his products and his solutions through VM were period the end. And, you know, if you don't like it, leave >> right. They had such great success with V San and VX rail in that joint product development and go to market. If they can replicate that with a number of other solutions, they get that the synergies. If >> you don't like it, don't leave. That leave is worse than that. They say you don't like it, you know, invited you. But >> how about what Pat said yesterday in the Cube about when they announced on Gwen heavily leaned into V san. He said publicly that Joe Tucci was pissed and I hate her. They were going at it so that so that shows you the change, right? I mean, so so so e m. C. When it owned VM where was very cautious about allowing Veum wears a software company to drive value somewhere Now is just acting like a software company. >> Well, I think I mean, I learned last night's do, um and you can appreciate this. I learned that the top executives of'em where are looking heavily and working hard at understanding and drive them kubernetes cloud native thing because this is not a throwaway deal. This is not a you know, far anything that they are investing. They get their top brass tech execs on kubernetes fto. Two big players job. Ada, Craig McCaw calumnies. We know interviews since day one, but I think the cloud native thing is going to be interesting. And I think it's gonna be evolution. I think there's gonna be a very dynamic road thing's gonna be a series, of course, corrections, but directionally they're all in on. They're going for it, they're not. >> And actually, I had a, you know, good discussion with Chad Attack. It's a good friend of the program now working at GM, where for the first time, but came from AMC worked at Pivotal. He said, culturally, such a gap between VM wear don't have to touch your app, you know, move everything along lifted shift is nice and easy versus pivotal, you know must go completely You know, dual programming, you know, agile everything there, so bridging those because there's multiple paths and the rail pharaoh announcement is that would be cloud native stuff that won't necessarily go to the EMS. We're going to retool V EMS to now be a platform for kubernetes so that they have a few passed to bridge or to build towards the future. Here's the >> answer strategy. Discussion That and Rayo Farrell was now running Cloud native. Think this is just really >> ties in the interesting discussion that I had with some folks was that you've essentially got well, Jerry Chen brought this up last time we had him on it and reinventing because >> we have >> a conversation all the time about this Amazon have to go up the stack. And Jerry Chen made a really he said, Look, it they're not They're not gonna become an e r peace offer company. What they're gonna do is give tools to the builders so that they can disrupt Europea. They can disrupt service. Now they can disrupt Oracle. That's their strategy, at least for now. Okay, so what does that say? I think the strategy discussion inside of'em were and and l is about by whatever clouds gonna be 35 to 50% of the market. Fine. And the cloud native abs. Great. But you got this mission critical. E r p is an example. Database saps that are on Prem. What we have to do is keep them there. So we're going to sell to the incumbents and we're going to give them cloud native tools, toe modernize. Those APS have build new acts on Prem, and that's the that is the collision course that's coming. So the big question is, can the cloud native guys and AWS disrupt that >> huge? I've always said I'm is on and like the way they're coming in, a tsunami is coming in. And who's gonna build that sea wall to stop it right? And that's essentially only hope that these guys have. You look at all the competitive strategy. Was Oracle. Whoever just gotta stop it? You can't like >> the sea >> wall. That's a great building. A sea wall I was, I would say, is Is that you know, they're only hope at this point is to, you know, get in the game because see Amazon is the stack. They're not really moving up the stack. You hear that from Cisco and Dale and other people? That's where it's a game of musical chairs. Right now, the music's you know, there's still a lot of shares left, but soon chairs getting pulled away and Cisco Deli emcee VM, where they're all fighting for these big chairs. And one >> thing >> we talked about yesterday is that VM wears very directional, product driven. Otherwise they pick a direction, is a statement of direction and don't really have a lot of meat on the bone. In the product side, Sister is actually in market with service providers there in market with NETWORKINGS to this no vapor there that's installed basis and incumbent business. You have developers Esso Baton talks about suffered to find data center, suffer defined networking. I mean, come on, Really. I mean, they're getting there, but it didn't have the complete solution. Cisco >> Coming into this week, I expected here a bit more about the progress and all the customers of'em wear on AWS and feel like Vienna actually downplayed the AWS. We know what a strong partnership it is at every Amazon show we go to, and we got a lot of them Now there's a big presence there, and I can talk to customers that are starting to roll out and move there, but it felt like it was David's. You pointed out there are some messaging differences when you talk about multi cloud and how they're positioning it. So, you know, put those >> here Amazon. If your Amazon you're not happy with Microsoft Dell Technologies World The big announcement that was positioned a cloud foundation Although it wasn't a joint engineering, But the press picked it up as though the Amazon deal has been replicated with Microsoft and Google. I mean, you gotta be gotta be hurt if your Amazon >> So I've I've just been taking notes this this event, there's I've noted at least five major points of difference between a W s what they're saying and their philosophy and the anywhere so eight of us. We know they they don't talk multi cloud. They've told their partners, If you're doing joint marketing with us, you cannot say multi cloud aws that reinforce John. We saw this. Steven Schmidt said that this narrative that security is broken doesn't help the industry. Security's not broken, you know, we're doing great. The state of the nation is wonderful. Aws Matt. Not really. I agree. By the way. Uh, that's not the case. I agree with Pat saying Security's broken. It's a do over VM where wants to be the best infrastructure and developer software company. Who's the best infrastructure and software development platform. Eight of us. The M one wants to be the security cloud. Who's the security cloud? Eight of us. And then, uh, they talked about 10,000 cloud data Listeners are those really cloud data centers at Vienna. And the last one was this was a little nuanced Veum was talking about We know about migrating, modernize, lifted ship shift and then modernize The empire's not talking about modernize and then migrate. If you want to. I totally in conflict >> as a collision course. That's got Look, look, look at the data center was Look, it looks like we're going. We're going away, right to the data center. Staying. That's music to Michael Dell's VM. Where's years they live in the Data City? Do you pointed out yesterday? Data Senate goes away. So does begin. Where's business? >> One of things. I'm surprised. I'm wondering you both have talked to some of the service fighter telco pieces of'em, where they're doing that project dimension, which is the VM where stack on del that looks just like outposts on. And I know they had deployments on this for months. If I was them, you know, it's everybody's hearing about Outpost to talk about it, being more like we're already doing it in. This has you in that Amazon ecosystem. It might be a little strong for the Amazon story, but have you been hearing any about that this week? >> I think they keep a lot of cards close to the chest, but it's clear from the announces that they're doing certainly del the VM, where on Delhi Emcee Cloud or whatever it's called, it's not a cloud but their their infrastructure that is essentially a managed service. That's gonna be really strong for I t. People, because I think that the value proposition of going toe i t and saying we have this, you don't need to do anything. It's very strong, I mean, because I didn't want him >> and justified because this the project to mention it is that single, that thinner stack like what we saw on Outpost in the Amazon video, as opposed to Veum, where cloud on AWS, which is the full C i r h d. I stack. >> I haven't heard anything still on >> well, but the conversation I had from from Vienna, where standpoint, they could make money on that manage service. That's why it's the preferred partnership, right? And so that's their part of their cloud play. If you don't have a public cloud, I said this yesterday, you have to redefine Cloud and you have to get into cloud service. And that's what's happening. And that's exactly what's happening. And what I like about what V M where is doing is they are transitioning their model to a sass based model. Now it's only 12 and 1/2 percent of the revenues today. But both pivotal and carbon black are gonna add, you know, ah, $1,000,000,000 next year to that subscription based $3 billion in year two. Um, and so you know, Pat said the other day, I think we could get to 50 50. I don't necessarily think in the near term we're gonna go beyond that. It's not the Adobe >> way could be critical. Critical of'em were in some areas, but I gotta tell you their core strength that they went to a software operators on the data center friend of prices. That's been a great strategy. Focusing on their core building from there is Jerry 10 point out adding other products so their software company, So I think they're really got a good solution. And you? The data shows that people are increasing their spending, John. Just one based on >> that. Because I had a couple of really good conversation with customers, customers that would deploy VCF So they've got the full stack on there. So using H C I, but not necessarily on Dell hardware, could be Cisco Hardware. Could be HB hardware in the like or they're buying NSX. But the virtual ization team owns it, and they get kind of put in. A box storage team says That's not the array I'm used to buy. Well, maybe I'll put a pure storage box and put it in between. The networking team says I'm refreshing my Cisco hardware. You know, we're like, but we have NSX, and it's great. Well, you can use NSX over there. We're going to use a C I over here. So the term I heard from a number of customers is organizations still have hardware to find roles, and they're trying to figure out how to move to that software world. Which hurts me, cause I spent years trying to get beyond silos and helping people you know, move through those environments. And still, in 2019 it's a big challenge. That organizational shift is we know how tough that is. >> So just couple points in the data, because you're right. There are some countervailing trends, though. So, yes, people are spending Maurin VM where in the second half. But at the same time, the data shows that cloud is hurting VM wear spend. So this that's kind of gets interesting. Our containers gonna kill VM where? No, there's no evidence that container's air hurting VM where spend. But there's clearly risks there, you know, as we've talked about who's best position of multi cloud. Well, it turns out three guys with the public cloud are best positioned in multi Google and Microsoft on, and so and then the pivotal thing is interesting, and ties ties all this in so that the data is actually really interesting. It's like you're seeing tugs at both sides, and I think your your notion about the seawall is dead on. That's exactly what they're doing. >> You see that with Oracle's trying to stop jet. I just want they can't win this one to stop Amazon just on the tracks gave great data. Great reporting, Stoop. Good observations. Get all the day that night and parties we're gonna certainly keep doing that. Day three of wall to wall coverage here. You bringing to the insights and interviews here live from the Emerald Twin 19. Stay with us for more after this short break.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by VM Wear and its ecosystem partners. >> Welcome back here on the Cube, we continue our coverage. We're live in San Francisco. Mosconi, North Day to wrapping up Day two of our three days of coverage here, Veum. World 2019 day Volante. John Wall's glad to have you with us here on the Cube. And we're now joined by Kevin Schatz. Camera. Who's the Vice president of service provider Strategy and solutions. A deli. Um, See, Kevin. Good to see this afternoon. Thank you. You as well. And, uh, yeah, Tarazi, Who is the S v p and chief technical officer at Dell Technologies in the heart. Good to see you. Thanks for taking the time to be with us. A couple of telco guys and we've had a lot of telco on and talking about it in terms of progress that you made. This was an area that you got into with a major commitment, some probably three years ago. Kind of bitch market for me then for where you were there on on day one to where you are now today and the progress you've made and maybe the service is that you're about to provide. Yeah, >> sure. So I think if we look over the last three years, our opportunity that we defined early on telecommunications space was the virtual ization, and software to find everything was leaving the data center. And we would see the software to find architecture extend all the way from radio through the core network through the cloud over a period of time. And it started with technologies like network function virtualization. So if we flash back three years ago, where our entire strategy was built on the premise that relationships with the network equipment providers like Nokia and Ericsson, where our primary path to market our primary opportunity, I think what we've realized is we've emerged in this space to a greater detail is that our expertise, our expertise and experience in building I T Networks and Building Cloud has led to the first wave of conversations in the telecommunications industry directly not through the network equipment providers, but that carriers want to engage directly with Delhi emcee for the lessons learned and how did to play. I tr detectors. And now, as we extend towards the edge that they want to engage directly with Del Technologies in terms of how we build cloud architectures. We've had a number of big announcements. Over the last several years. We've announced partnerships and engagements with NTT. We've announced partnerships and engagements with China Unicom. Just in the last three months, we've announced partnerships with our rounds around network EJ out of France and then most recently with 18 C on the automation of EJ infrastructure related to their airship project. I think from a benchmark perspective, it's just been a continued growth opportunity for us and recognition that the more we engaged in, the more we contribute as a productive member of what is a very complex and changing and transforming industry, the more success in relationships that will build, and the more it will translate into opportunity to sell to >> when you think about you have the the modernization of N F. E. For example, as a former technologist inside a large telco, Um, what were some of the challenges? Is it? It's taken a long time. Obviously, when you talk to some of the telcos, they say, Well, you know it affects our infrastructure, but we still get this application mass. I mean, maybe you could add some color and describe for our audience why it's been so challenging. >> Yeah, I think that's an excellent question. Um, going back to my days at Telco on data centers, even S d n and the software defined tools were just beginning to show up. So the biggest challenges where you were basically having toe work with predefined operating system. But he defined hardware. The hardware was not exposed for for GAM ability, the ability to take advantage of it. And then you had to interrogate multiple players of technology in a way where it took significant time, too, not only for software development, but for product development and user experience. Since then, many of those walls have come down, and some of them have come down very hard. When you look at what we're doing, Adele here and we lead for the open networking. Not only do you have the choice of operating system were also pushing hard. Don't new open operating systems for networking like Sonic with Microsoft and bade calm. And then we're taking industry leading steps to expose the silicon chips themselves for four GAM ability. These are all the components that are critical. When you talk about five G, for example, do you really have to have those capabilities? I also would say that the software evolution have made it to infrastructure. The Dev ops and the modern applications we talk about here is also available for infrastructure, which means you really can develop a capability in weeks instead of years and months. Five people can do in amazing parkas. All of this was not possible before, >> so we talked to Shekhar about this in the earlier segment challenges in the telco business. I mean, the one hand you got these quasi monopolies in some cases real monopolies that just chug along and do pretty well. But the same time you got the cost for a bit dramatically coming down, you've got the data growth doing this. You got over the top providers taking advantage of the those those networks, and so new infrastructure allows them to be more more agile. But there's a workforce component to that, and there's a skill set, and that's how they got to transform. I wonder if you could maybe talk about that a little bit. Kevin. >> Yeah, I think that's exactly right. I think when we work within this industry, it's not just a technology conversation. It's the ability to consume an operationalized technology. And I think that comes down to a number of different things, comes down to the processes that exist when it comes down to the skill sets that exists to be able to build these new processes around. And I think if we flash back several years ago, the model of how we build networks was that the team that operated it needed to understand networking. Right now, if you look at the team that needs to operate it, they need to understand networking. They need to understand, compute. They need to understand virtualization. They need to understand AP eyes. They need to be able to script and program. They need to understand some level of data science that they can close a loop in the operational models eventually with a I and machine learning technologies. So I think that the teams that are getting built look very different than the single soul capabilities that they've had in the past, right? These air smaller teams they're more agile teams that can develop and have their own more unique processes in each part of the network. Right? And even if we think about the organizational structures, we've always built vertical organizations. Right? When I had an appliance, that was an e p. C. I had an operations team that was focused on an e p. C. And I even broke that into an S gateway P Gateway and Emma, me et cetera. If we look at the world now, that s Gateway P Gateway. Mm E consists of a server consists of the networking that connects at server consists of a virtual ization layer. It consists of a stack of a software application, and all of those need to be automated, orchestrated program toe work as any PC does. So I think that the skill sets have just really expanded in terms of what's expected, >> and this is really important because the process is used to be pretty well known and hardened, so the infrastructure could be hard, and now it's of every every months, the more the market changes right. What kind of what kind of challenges is that bring to the telco provider? But also to the infrastructure provider. >> Yeah, I actually I have a really good way to describe what I think is happening. We heard it from a lot of our customers and not just tell cause but enterprises. I would say the last 5 to 10 years everybody's been dealing with Hybrid Cloud. The Move to Cloud Waas. The Big Challenge. While this remains a key challenge, a new challenge showed up, which is how to succeed in this new modern software development model. You know, are you able to do to move at that speed, which means you have full stack engineers? Can you develop the app beginning to end? It's not a nightie model anymore. Also, you no longer have an operations team. You really have to have saris who, able with software and also the customer service, changed to a softwood Devyn. So we're starting to hear from a lot of our customers. That's the next journey they really need help with. If you think of infrastructure, those challenges are even bigger, and this is where it's important to lean on technology partners who can help you with that, >> and you hit on five G a little bit ago. You have in your initial statement and we've kind of touched on the impact that it can have in terms of you understanding there. They're going to a transformative time, right? I mean, telcos are with new capabilities, and new opportunities in this whole edge is gonna be crazy. So you've got to you've got I would say some learning to do, but you have. You've got to get up to speed on what their new fundamentals are going to be, right? Yeah, I think that's >> true. I think where you know, we we've understood >> their fundamentals because it's the same transition that the IittIe world's gone through. And to a large degree, that cloud world has gone through. I think that the challenge we've we've been working to break through collectively as an industry is the paralysis at the rate of adoption of new technologies because they're so much change so quickly because we talk about virtualization. And then we're talking about kubernetes. We're talking about cloud native we're talking about Ah, bare Metal Service's. We continue to talk about Micro Micro Service's architectures. We see this progression of technology that's happening so fast in various segments of the industry. I think that the telecommunications industry has been somewhat paralyzed in terms of where do they jump in and which do they adopt and how fast they migrate between them. And which of them can be capable of being hardened to be telco grade and fit into their requirements. That they have for being able to offer regulated service >> is paralyzed because it's just too fast. It's too fast for a big amazed, a big decision to make for big. But but things are evolving too quickly. That's that's It's evolving >> too quickly. And they also sometimes have a concern that they get stuck on a dead end path, right, Because things change so quickly it's Do I jump here? Then here, then here, then here, Then here. Where do I follow a logical path and what we tend to find when we work with the telecommunications industry is that, yes, del technologies can define a strategy. Certainly VM wear and L E. M. C can define our individual strategies. Are operators can define their strategies. But there's just not one strategy for this industry. Reality is, is that when you get when you get together with an ecosystem of partners, and you work at a particular telecommunications company. That is a strategy, and you start from scratch when you go to the next right because they're their ability to consume technology. It's just so different the end game, maybe the same across the board. But the path to get there will look different, >> so every customer's different Get that. But clearly some patterns must be emerging. So my question is, where do you start your sitting down with What are you seeing in terms of common starting points and advice you'd give Thio? >> I think that to Maine has everybody starting with First of all, the physical infrastructure. Compute storage Networking is moving to X 86 model of some sort, which means many, many parts of their infrastructure today that is not based on X 86 needs to transition. So what? Seeing big art piece significant discussions of how you take compute and this new programmable networking and put it everywhere like in thousands of locations. So infrastructure wise, that is a known specific thing to be solved at early stages and given you know, that capability he's we've delivered toward enterprises. We have a lot of tools and capabilities to give them, and the 2nd 1 is that a lot of people are approaching this as a network issue. In reality, it's a cloud decision, not a network. You hurt Shaker, talk about it so the tools capabilities you need to build a cloud is completely different. This cloud may not be genetic cloud it needs to be. It needs to support the defense specific platforms under for they want Cloud, and they needed to support the specific capabilities. So that's the two. A year ago, nobody even could articulate. That was the challenge they were facing. But I would say that's what we are today. >> I would add to that that as we kind of think about the infrastructure and then that cloud decision that there's abstractions that exist between those right at the infrastructure layer, there is the need tohave, an automation system that has the ability to support multiple different cloud platforms that sit on top of it. And that's work that we're doing in the deli in seaside and then secondary to that at the cloud layer. It's the ability to support a multi virtualization environment. Virtual machines do exist and will continue to exist. Kubernetes and cloud native containerized applications do exist and will continue to exist. And the challenge becomes. How do I orchestrate an environment that allows those two exist simultaneously and be layered on top of a common building block of infrastructure? And I think that's really the power that the broader Del Technologies has is that we have all of these entities and capabilities in house. >> How long does this take? A telco toe transform is this decade. Is it? Is it Maur can Obviously certain parts can happen faster. But when when you sit down with with customers and they put together their plans, I mean, what what what's their time horizon? >> So I would argue that we define the first NFI standards and 2012. And if we look globally and even within the vast majority of the Indus story and carriers were somewhere in the 10 to 15% range, yeah, >> yeah, that too compelling. Uh, hey, is that enough? Maybe be a forcing function for making some of those decisions. Are the economics on moving toe X 86 are very compelling. It's 10 times the speed to deploy, and it's a massive order of magnitude and costs. Therefore, it's not something that you could wait on as you continue to build capacity. So that's is forcing the infrastructure decision. The second forcing function is that what five G's starting to look like is not network and wireless, independent from enterprise solutions, you really have to collapse. The single infrastructure you know to offer service is and why it lists embedded on That's another forcing function in terms of enterprises is starting to ask for those capabilities. >> You know, you mentioned X 86 couple times and when you think about the Telco Cloud generically what we're talking about here in the in the commercial cloud not to tell ghost no commercial but the mainstream cloud you're getting a lot of offload, you know, hardware offload alternative processing arm uh, GP use F p g a Z even, you know, custom, a six coming back. You've seen the same thing in the Telco club >> for sure, I think I think if if you look at what we've done over the last several years, we've seen this dramatic shift in almost a pendulum swing away from a six and proprietary hardware towards everything on X 86 I think what we've learned over the last several years at X 86 is a platform that has its value. But it's just not for every work with So we've seen things like network slicing and control, user plane separation and technologies that her first moving user playing very high Io applications back onto smart nicks and F PJs and eventually onto merchant silicon with programmable silicate in the network switches. But I think that even if you look at what's happening in in Public Cloud with things like GPU virtualization, they're still largely virtualized in the time domain, which means that they're used by a particular application for a period of time and then the next application scheduled it in the next application schedule. Is it that doesn't work for network workloads? So I think that what we're finding is we go to this Toko Cloud model, especially with offload in the virtual ization of Acceleration Technologies, is that it's an entire set of problems that just aren't solved in public cloud yet. >> Yeah, I would say, based on experience, the vast majority of network workloads have to be x 86 I definitely think arm cores and GPO offloads will play all at some point in the future. But they that's not the heavy duty that you need to offload those functions because most of these network applications were it. And for custom, a sick. That's very high performance that you know, it has high throughput. Security, built in ability to build service is directly into the silicon. So that kind of transition over time you'll feed. You see a lot of distributed applications, it and container formats all the way at the edge. But that transition to that kind of distributed model from what we are today is probably not possible. And I would argue you'll always have their mics off high performance, high throughput. I mean, think about it. If you're trying to activate 20,000 I ot devices instantly, you really need a high core density, you know, x 86 chip with significant memory. You really worry about the data plane and how much data you can put. So it's better >> we didn't even hit I ot dead. Wait, wait Another day, Another conversation. Hey, thanks for the time. We certainly appreciate it. Been a good show I for you all to write for, sir? Good. Good energy. Good vibes and good business. Thanks for the time We appreciate it. >> Thank you, guys. Thank >> you very much for your time. >> Watching the Cube live coverage Here it Veum World 2019 in San Francisco. Thank you.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Hey, welcome back here and live here in Mosconi North. The Emerald 2019 Cube Live coverage on Shopping Day Volante Jr Jr. Who's here? EVP general manager, Telco and Edge of Cloud for Vienna. Where Thanks for coming on. Thanks for having me. I know you're super busy. We don't have a lot of time. Get right to it. Um five g a big part of the key. No discussion that's gonna enable a whole bunch of Pakal the pregame show pre gaming not even talk about that. Also. Telco on the Edge Computing Big part Michael Dell said, Edges the future Now these air to emerging areas for you guys. What's the positioning? What's the update? >> No, absolutely. I mean, if you look a tw telecom infrastructure. For the longest time, telcos have played a role just as pure basic connectivity providers. And with five g coming on board, they finally have an opportunity to break out of that and redefine the cloud off the future. So for us the big opportunity around five g is not just the better provisioning off like Higher Man With Service is to consumer for voice and data buy the whole set off new enterprise service is that can be provided on top of this five g network. And in order to be able to do that, you really need to go in with a virtualized telco Cloud architecture. Underneath that, and so we are working with carriers globally now preparing them for five G with an architecture that's going to help them deploy. New service is faster for both their consumer as well as enterprise. >> Going to be the white knight at, so to speak. For these telcos because they've been struggling for years over the top and any kind of differentiates service is even in the network layer. Exactly. I've had tons of rack and stack machine, so they're after their well, well stacked up in terms of computer storage. Also connectivity to the edge. That's the back hall. So you have back haul, which is connectivity. Companies that have massive expertise in scale but fumbling in operational cloud natives that >> by not just that, but I also think that having the idea off on application platform that allows them to go and deploy service is faster and then decide whether they're just going to play at the network connectivity level or at the application tear or a full SAS tear. These are all options that are open to them now with this notion off. Telco five G coupled with an NFI and cloud telco cloud infrastructure. Underneath that and never before have they had this option to doing that. And this is now open to them >> and the cloud native is there greenfield for AP supporter having applications on top of it. Exact icing on the cake, right? >> Exactly, Exactly. And so they're all looking at core architectures and then, potentially, their radio architectures now all being opened up toe deploying new service is that are much faster to provisions and then extending that to EJ and >> five G's deploying. So we know it's out there. So it is pre game is Pat, Guzman said. You know, not even an inning Yet in the metaphor of baseball innings, I >> gotta ask you get my phone. That's not that's fake ill. I know it >> did that with four g to >> skeptic e stands for evolution, which is coming soon. >> That's vaporware for tell Coke language. The surface area is going to radically get bigger with this capability. Yeah, security's gonna be baked in. This is the number one concern for io ti. And more importantly, industrial I ot We've been reporting on silicon angle dot com. This is a national security issue because we're under cyber attacks. Town's getting locked out with ransomware critical infrastructure exposed. We're free country, and I want to be free. We don't lock down. So you have security built into this new promiscuous landscape that is called the coyote Edge. Because you wanna have no perimeter. You want the benefits of cloud. But one whole malware is in there. One take over physical device could cost lives. >> Yeah, there's a big concern. Yeah. What's your thoughts? Yeah, No. So I think there >> are two ways of looking at it. One is the way you looked at it in terms of the security perimeter expanding and then us making sure that we have the right level off infrastructure security baked in to enable this to be an easier, manageable security architecture. This is sort of the pitch you heard from Mia Mary, even in the context of our acquisition of carbon black and how we're thinking about baking security into the infrastructure, the other way of looking at this is if you think about some of the concerns around providers off telecom infrastructure today and how there might be or might not be security back doors. This is happening in today's hardware infrastructure. Okay, so in fact, I would argue that a sick software defined architecture, er, actually ends up providing you greater levels of security. Because what you now have is the option off running all of these network functions as secured as software workloads in a policy envelope that you can introspect. And then you can decide what kind of security you want to deploy on what kind of workload. >> That's an innovative approach. But it doesn't change much, really, from an infrastructure standpoint, does it? Or does it? >> No, it does, >> because now, instead of having a hardware box where you have to worry, I mean, if it's a close, hard red box and you don't quite know what is happening there, the question is, is that more secure than a infrastructure radio running the software that you can actually introspect. I would argue that the software defined approach is more secure than having a hardware box that you don't know. >> I would buy the premise that certainly we know that supply chain concerned. You know the speculation Super Micro, which never was proved. >> It doesn't matter who the vendor is or what the country is. It really is a concern in terms of not being able to introspect what has happened Going inside >> for my tea shop. I'm running VM where operating I want developers. So now you're going to tell Coz you revitalize their business model? They had a rule out appy. Now what did you see? That connecting is gonna be connective tissue between >> I'll think about it. I didn't feel goto a telco. We look at really three stakeholders in there. One is I t the second Is there be to be or enterprise facing business and then the 3rd 1 is their core and access network or the CTO. We're now have a value proposition of having a uniform architecture across all three stakeholders with the uniform ability to create applications and drop it on top of each of these infrastructures with the ability to manage and secure these again in a uniform way, not just that, but also make this work well with other cloud infrastructures private, hyper scale, public as well as EJ. >> That's table stakes. You have to do that. These jokers have to operate whatever >> well it is, But it's not. I mean, if you think about what the infrastructure off a tailcoat today is, it's far from that, because it's it's sort of a closed environment. You can't access anything from a telco environment in order to go build an application to it, and it does not resemble anything like any club >> you could enable Telco. Just I'm just kind of thinking connecting the dots here real time in the Cube. If I'm a telco, hell, I'll take that VM wear on a deli and see model. Make me a cloud and I'll sell Cloud Service is to markets that kind of >> it is. Actually it's a very important part of our business model because most telcos would not move their own infrastructure from a network standpoint onto a public cloud. But they are eagerly awaiting the ability to operate their own network as a cloud, and if they can have somebody manage that for them, then that is very much within the >> you're enabling. An increase in the number of cloud service provides potentially the paint on the makeup of the telco tier one tier two tier three size. Pretty much >> potentially. I mean, it's taking an existing operator and having them operate in a more agile way and potentially increasing anew form off a cloud service >> provided telcos wouldn't move into the public cloud because of they want to control. And the cost is that right or it's >> mostly control. It's not about cost. It's about taking What is your sort of coordinating for, ah, packet corps or for a radio network? Yeah, and there is also an angle around competition, I think telcos our what in about the Amazons of the world and the azure eyes of the world potentially becoming a service provided >> themselves. And that's what I wanted to ask you about the business impact of all this discussion you guys were having is, you know, the cost for bits coming down. The amount of data is increasing faster. You got over the top providers just, you know, picking off the telcos. Telcos can't compete their infrastructures of so hardened. Will this all change that? >> Absolutely So. I think that it has the potential to changing all that. I don't think all the telcos will take advantage of it. Some off them might end up being more traditional and sort of sticking to where they were. But for those that are willing to make the leap, I mean, as an example, Vodafone is a customer that has actually gone in with this architecture with us. A. T and T is working with us with the Vela Cloud software from via Mary bringing a new form off branch computer branch connectivity through SD man. So these are all examples of telcos that are actually leading the >> charter. But if they don't lean in, they have this vision there either. Well, it's either because they're protected by their local government or they're going to go out of business. No, I would >> agree. I mean, it's sort of silly from our standpoint to be talking about five G and not thinking about this as the architecture for five, right? I mean, if you only focus on radio waves and your wireless network that's like a part of the problem, but you really need to have the ability to deploy these agile service's. Otherwise, you could get killed by >> the O. T. T. So how do you compete against the competition? What's the business plan that you have? C. Five G? We see that in the horizon that's evolving its evolution, so to speak. Pun intended on edge is certainly very relevant for enterprises, whether it's manufacturing or industrial or just people. Yeah, >> I'd say there are two things. One is a CZ. I'm sure you heard from folks at GM, where our vision is this notion of any any anywhere. We've talked about any cloud at any application that any device. So that becomes one of the strongest different chaining factors in terms of what V Amir can bring. Tow any of our customers compared to the competition, right? Nobody can actually make it really across these dimensions. If you then take that architecture and use that to deploy a telco cloud, we're now making investments that are telco specific that allow the tailcoat than take this and make the most out of it. As an example, we're investing in open stack we're investing in container ization. We just bought a company called Johanna and Johanna essentially allows the operator to go and provide metrics from their radio access networks. Use at that to train a learning engine and then feed that back so that the operator can tune their network to get like fewer dropped calls in the region. So if you combined technology like that with this, any cloud infrastructure that we have underneath that that's the best in class deployment methodology for any. Tell Cho to deploy >> five. Your business model metrics for you internally is get Maur deployments. What stage of development five G certainly is in a certain stage, but you know, edges there. Where is the Progress bar? If you're the kind of oh, >> it's actually mold phenomenally. I mean, every time we have conversations like this, we're moving about further in terms off. How many carriers are deploying on via mare on a telco cloud Architecture? How many subscribers are basically being serviced by an architectural like this? And then how many network functions are being deployed? Two of'em air architecture. So we are over 100 carriers now we are over. We have about 800 million subscribers, or so that about globally are being serviced by a V M Air supported network. On then, we have essentially over 120 network functions that >> are operating on top of you. Usually bring in all the same stuff that's announced that the show that stuff's gonna fold into the operating platform or Joe Chuckles have different requirements. Off course. It's >> both. We take the best of what is there from the sort of overall vehement factory and then as a team. My team then builds other widgets on top that are telco specific. >> How big is your your tam up Terry for you? >> Well, so the best way to look at it as telcos globally spend about a trillion dollars in capital investment and then probably to X that in terms of their operating expenditure over the course off all of the things that they do right? And out of that, I would say probably a tent off that. So if you take about $100 billion opportunity, opens itself up toe infrastructure investment in terms off the kinds of things that we're talking about now, they're not gonna move from like 0 200 of course. So if you take some period of time, I would say good subset off that $100 billion opportunity is gonna open itself up >> to it. This kind of business cases, eliminating that two x factor, at least reducing it. Is that exactly? That's not just that Service is that's, >> ah, cost reduction alternative. But then you have the ability to go deploy. Service is faster, so it's really a combination off both sort of carrot and the stick, right? I mean, the character here is the ability to go monetize More new service is with five G faster. The stick is that if you don't do it, Ortiz will get there faster and your costs off. Deploying your simple service is will increase his >> telcos, in your opinion, have what they have to do to get the DNA chops to actually be able to compete with the over to top OT T providers and be more agile. I mean, it's obviously sort of new skills that they have to bring in a new talent. Yeah, >> well, first and foremost, they need toe get to a point where their infrastructure is agile and they get into a business model off knowing how to monetize that agile infrastructure. So, for example, they could offer network as a service on a consume as you go basis. They could offer a platform as a service on top off that network in order for or titties to go build applications so they can do Rev shares with the forties. Or they could have offer. Full service is where they could go in and say, We are the conferencing provider for videoconferencing for enterprises. I mean, these are all models that >> the great conversation love to do. Your Palo Alto? Yes. Have you in our studio want to do more of a deep dive? We love the serious, super provocative, and it's important Final question for you. Though Pat Sr here on the Cube, lay asked him, Look back in the past 10 years. Yeah, look back in the next 10 years. What waves should everyone be riding? He said three things that working security and kubernetes humans being number one actually promoting convinced everyone for the ride, for obvious reasons, clouded. I get that, but networking Yeah, that's your world. That's changing. Which which events do you go to where you meet your audience out there in the telco because networking is a telco fundamental thing. Sure moving packets around. This is a big thing, >> eh? So far, operator networking related stuff, I would say. I mean the biggest shows that for us would be Mobile World Congress as an example, right? It's where many operators are. But I would also say that when we do our own events like this is the ember. But the movie forums in in Asia packers an example. A lot of the telco conversations I find they are best done one on one before. Yeah, the forums are our forums, but we will goto have one on one conversations or small group conversations >> with our telco customers. Locals Shakaar Thanks for spending. You get a hard stop. Very busy. >> Thank you. Thanks for having me >> here, Sugar Yaar, Who's here inside the Cube bringing down five G, which is still pregame. A few winning something first thing is gonna come up soon, but edges super hot. A lot of telco customers be back with more live coverage of the emerald after this short break

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by IBM Wear and its ecosystem partners. >> Welcome back to the cubes Live coverage Of'em World 2019 in San Francisco, California We're here at Mosconi North Lobby. Two sets. Jumper of my Coast. David wanted Dave 10 years. Our 10th season of the cue coming up on our 10 year anniversary May of 2020. But this corner are 10 years of the Cube. Our next guest is Sanjay Putting Chief Operating Officer Of'em where who took the time out of his busy schedule to help us do a commemorative look back. Thanks for coming to our studio. Hello, John. That was great. Fans of yours was really regulations on the 10 year mark with the, um well, we really appreciate your partnership. We really appreciate one. Things we love doing is covering as we call that thing. David, I coined the term tech athletes, you know, kind of the whole joke of ESPN effect that we've been called and they're really tech athlete is just someone who's a strong in tech always fighting for that extra inch. Always putting in the hard work discipline, smart, competitive. You get all that above. Plus, you interviewed athletes today on state real athletes. Real athletes, Tech show. So I guess they would qualify as Tech athlete Steve Young. That's pretty funny. It was a >> great time. We've been trying to, you know, Veum World is now the first time was 2004. So it's 1/16 season here, and traditionally many of these tech conference is a really boring because it's just PowerPoint dead by power point lots of Tec Tec Tec Tec breakout sessions. And we're like, You know, last year we thought, Why don't we mix it up and have something that's inspirational education We had Malala was a huge hit. People are crying at the end of the session. Well, let's try something different this year, and we thought the combination of Steve Young and Lyndsey one would be great. Uh, you know, Listen, just like you guys prepped for these interviews, I did a lot of prep. I mean, I'm not I'm a skier, but I'm nowhere close to an avid skier that watch in the Olympics huge fan of Steve Young so that part was easy, but preparing for Lindsay was tough. There were many dynamics of that interview that I had to really think through. You want to get both of them to converse, you know, he's She's 34 he's 55. You want to get them to really feel like it's a good and I think it kind of played out well. >> You were watching videos. A great prep. Congratulations >> trying t o show. It's the culture of bringing the humanization aspect of your team about tech for good. Also, you believe in culture, too, and I don't get your thoughts on that. You recently promoted one of your person that she has a chief communications Johnstone Johnstone about stars you promote from within. This >> is the >> culture you believe it. Talk about the ethos. Jones is a rock star. We love her. She's just >> hardworking, credible, well respected. Inside VM where and when we had a opening in that area a few months ago, I remember going to the her team meeting and announcing, and the team erupted in cheers. I mean that to me tells me that somebody was well liked from within, respected within and pure level and you know the organization's support for a promotion of that kind of battlefield promotion. It's great big fan of hers, and this is obviously her first show at Vienna. Well, along with Robin, Matt, look. So we kind of both of them as the chief marketing officer, Robin and Jones >> and Robinson story. Low Crawl made her interim first, but they then she became Steve Made it Permanent way. >> Want them to both do well. They have different disciplines. Susan, uh, national does our alliances, you know, if you include my chief of staff for the six of my direct reports are women, and I'm a big believer in more women. And take why? Because I want my Sophia, who's 13 year old do not feel like the tech industry is something that is not welcome to women in tech. So, you know, we really want to see more of them. And I hope that the folks who are reporting to me in senior positions senior vice president is an example can be a role model to other women who are aspiring, say, one day I wanna be like a Jones Stone or Robin. Madam Local Susan Nash, >> John and I both have daughters, so we're passionate about this. Tech is everywhere, so virtually whatever industry they go into. But I've asked this question Sanjay of women before on the Cube. I've never asked him in. And because you have a track record of hiring women, how do you succeed in hiring women? Sometimes way have challenges because way go into our little network. Convenient. What? What's your approach? Gotta >> blow off that network and basically say First off, if that network is only male or sometimes unfortunately white male or just Indian male, which is sometimes the nature of tech I mean, if you're looking for a new position, tell the recruiters to find you something that's different. Find me, Ah woman. Find me on underrepresented minority like an African American Latino and those people exist. You just have a goal. Either build a network yourself. So you've got those people on your radar. We'll go look, and that's more work on us, says leaders. But we should be doing that work. We should be cultivating those people because the more you promote capable. First off, you have to be capable. This is not, you know, some kind of affirmative action away. We want capable people. Someone shouldn't get the job just because they're a woman just because the minority, that's not the way we work. We want capable people to do it. But if we have to go a little further to find them, we'll go do it. That's okay. They exist. So part of my desires to cultivate relationships with women and underrepresented minorities in the world that can actually in the world of tech and maintain those relationships because you never know you're not gonna hire them immediately. But at some point in time, you might need to have them on your radar. >> Sanjay, I wanna ask you a big picture question. I didn't get a chance to ask path this morning. I was at the bar last night just having a little dinner, and I was checking out Twitter. And he said that the time has never been. It's never been a greater time arm or important time to be a technologist. Now I saw that I went interesting. What does that mean? Economic impact, social impact? And I know we often say that, and I don't say this to disparage the comment. It's just to provide historical context and get a get it open discussion about what is actually achievable with tech in this era and what we actually believe. So I started to do some research and I started right down. First of all, I presume you believe that right on your >> trusty napkin at the >> bar. So there has never been a more important time to be a technologist. You know, it's your company at your league. You know, Pat, I presume you agree with it. Yeah, absolutely. I slipped it back to the 1900. Electricity, autos, airplanes, telephones. So you we, as an industry are up against some pretty major innovations. With that historical context, Do you feel as though we can have a similar greater economic and social impact? >> Let's start with economic first and social. Next time. Maybe we should do the opposite, but economic? Absolutely. All those inventions that you >> have are all being reinvented. The technology the airplanes all been joined by software telephones are all driving through, you know, five g, which is all software in the future. So tech is really reinventing every industry, including the mundane non tech industries like agriculture. If you look at what's happening. Agriculture, I ot devices are monitoring the amount of water that should go to particular plant in Brazil, or the way in which you're able to use big data to kind of figure out what's the right way to think about health care, which is becoming very much tech oriented financial service. Every industry is becoming a tech industry. People are putting tech executives on their boards because they need an advice on what is the digital transformations impact on them cybersecurity. Everyone started by this. Part of the reason we made these big moves and security, including the acquisition of carbon black, is because that's a fundamental topic. Now social, we have to really use this as a platform for good. So just the same way that you know a matchstick could help. You know, Warm house and could also tear down the house. Is fire good or bad? That's been the perennial debate since people first discovered fire technology. Is this the same way it can be used? Reboot. It could be bad in our job is leaders is to channel the good and use examples aware tech is making a bit force for good. And then listen. Some parts of it may not be tech, but just our influence in society. One thing that pains me about San Francisco's homelessness and all of the executives that a partner to help rid this wonderful city of homeless men. They have nothing to attack. It might be a lot of our philanthropy that helps solve that and those of us who have much. I mean, I grew up in a poor, uh, bringing from Bangla, India, but now I have much more than I have. Then I grew up my obligations to give back, and that may have nothing to do with Tech would have to do all with my philanthropy. Those are just principles by which I think when you live with your a happier man, happier woman, you build a happier >> society and I want to get your thoughts on common. And I asked a random set of college students, thanks to my son that the network is you said your daughter to look at the key to Pat's King Pat's commentary in The Cube here this morning that was talking about tech for good. And here's some of the comments, but I liked the part about tech for good and humanity. Tech with no purpose is meaningless tech back by purposes. More impactful is what path said then the final comments and Pat's point quality engineering backing quality purpose was great. So again, this is like this is Gen Z, not Millennials. But again, this is the purpose where it's not just window dressing on on industry. It's, you know, neutral fire. I like that argument. Fire. That's a good way Facebook weaponizing Facebook could be good or bad, right? Same thing. But the younger generation. You're new demographics that are coming into cloud. Native. Yeah, what do you think? >> No. And I think that's absolutely right. We have to build a purpose driven company that's purposes much more than just being the world's best softer infrastructure company or being the most profit. We have to obviously deliver results to our shareholders. But I think if you look at the Milton Friedman quote, you know, paper that was written that said, the sole purpose of a company is just making profits, and every business school student is made to read that I >> think even he >> would probably agree that listen today While that's important, the modern company has to also have a appropriate good that they are focused on, you know, with social good or not. And I don't think it's a trade off being able to have a purpose driven culture that makes an impact on society and being profitable. >> And a pointed out yesterday on our intro analysis, the old term was You guys go Oh, yeah, Michael Dell and PAD shareholder value. They point out that stakeholder value, because now the stakeholder Employees and society. So congratulations could keep keep keep it going on the millennial generation. >> Just like your son and our kids want a purpose driven company. They want to know that the company that working for is having an impact. Um, not just making an impression. You do that. It shows like, but having an impact. >> And fire is the most popular icon on instagram. Is that right? Yeah, I know that fire is good. Like your fire. Your hot I don't know. I guess. Whatever. Um fire. Come comment. There was good Sanjay now on business front. Okay, again, A lot of inflection points happen over 10 years. We look back at some of this era, the Abel's relationship would you know about. But they've also brought up a nuance which we talked about on the intro air Watch. You were part of that acquisition again. Pig part of it. So what Nasiriyah did for the networking STD see movement that shaped VM. Whereas it is today your acquisition that you were involved and also shaping the end user computing was also kind of come together with the cloud Natives. >> How is >> this coming to market? I mean, you could get with >> my comparison with carbon black there watch was out of the building. Carbon black is not considered. >> Let's talk about it openly. And we talked about it some of the earnings because we got that question. Listen, I was very fortunate. Bless to work on the revitalization of end user computing that was Turbo charged to the acquisition of a watch. At that time was the biggest acquisition we did on both Nice era and air watch put us into court new markets, networking and enterprise mobility of what we call not additional work space. And they've been so successful thanks to know not just me. It was a team of village that made those successful. There's a lot of parallels what we're doing. Carbon, black and security. As we looked at the security industry, we feel it's broken. I alluded to this, but if I could replay just 30 seconds of what I said on some very important for your viewers to know this if I went to my doctor, my mom's a doctor and I asked her how Doe I get well, and she proposed 5000 tablets to me. Okay, it would take me at 30 seconds of pop to eat a tablet a couple of weeks to eat 5000 tablets. That's not how you stay healthy. And the analogy is 5000 metres and security all saying that they're important fact. They use similar words to the health care industry viruses. I mean, you know, you and what do you do instead, to stay healthy, you have a good diet. You eat your vegetables or fruit. Your proteins drink water. So part of a diet is making security intrinsic to the platform. So the more that we could make security intrinsic to the platform, we avoid the bloatware of agents, the number of different consuls, all of this pleasure of tools that led to this morass. And what happens at the end of that is you about these point vendors, Okay, Who get gobbled up by hardware companies that's happening spattered my hardware companies and sold to private equity companies. What happens? The talent they all leave, we look at the landscape is that's ripe for disruption, much the same way we saw things with their watch. And, you know, we had only companies focusing VD I and we revitalize and innovative that space. So what we're gonna do in securities make it intrinsic and take a modern cloud security company carbon black, and make that part of our endpoint Security and Security Analytics strategy? Yes, they're one of two companies that focus in the space. And when we did air watch, they were number three. Good was number one. Mobile line was number two and that which was number three and the embers hands. We got number one. The perception in this space is common. Lacks number two and crowdstrike number one. That's okay, you know, that might be placed with multiple vendors, but that's the state of it today, and we're not going point against Crowdstrike. Our competition's not just an endpoint security point to a were reshaping the entire security industry, and we believe with the integration that we have planned, like that product is really good. I would say just a cz good upper hand in some areas ahead of common black, not even counting the things we're gonna integrate with it. It's just that they didn't have the gold market muscle. I mean, the sales and marketing of that company was not as further ahead that >> we >> change Of'em where we've got an incredible distribution will bundle that also with the Dell distribution, and that can change. And it doesn't take long for that to take a lot of customers here. One copy black. So that's the way in which we were old. >> A lot of growth there. >> Yeah, plenty of >> opportunity to follow up on that because you've obviously looked at a lot of companies and crowdstrike. I mean, huge valuation compared to what you guys paid for carbon black. I mean, >> I'm a buyer. I mean, if I'm a buyer, I liked what we paid. >> Well, I had some color to it. Just when you line up the Was it really go to market. I mean some functions. Maybe not that there >> was a >> few product gaps, but it's not very nominal. But when you add what we announced in a road map app, defensive alderman management, the integration of works based one this category is gonna be reshaped very quickly. Nobody, I mean, the place. We're probably gonna compete more semantic and McAfee because most of those companies that kind of decaying assets, you know, they've gotten acquired by the companies and they're not innovating. So I'd say the bulk of the market will be eating up the leftover fossils of those sort of companies as as companies decided they want to invest in legacy. Technology is a more modern, but I think the differentiation from Crowdstrike very clear is we integrate these, these technology and the V's fear. Let me give an example. With that defense, we can make that that workload security agent list. Nobody can do that. Nobody, And that's apt defense with carbon black huge innovation. I described on stage workspace one plus carbon black is like peanut butter and jelly management. Security should go together. Nobody could do that as good as us. Okay, what we do inside NSX. So those four areas that I outlined in our plans with carbon black pending the close of the transaction into V sphere Agent Lis with workspace one unified with NSX integrated and into secure state, You know, in the cloud security area we take that and then send it through the V m. Where the devil and other ecosystem channels like you No idea. Security operative CDW You know, I think Dimension data, all the security savvy partners here. I think the distribution and the innovation of any of'em were takes over long term across strike may have a very legitimate place, but our strategy is very different. We're not going point tool against 0.0.2 wish reshaping the security industry. Yeah, What platform? >> You're not done building that platform. My obvious question is the other other assets inside of Arcee and secureworks that you'd like to get your hands on. >> I mean, listen, at this point in time, we are good. I mean, it's the same thing like asking me when we acquired air watching. Nice Here. Are you gonna do more networking and mobility? Yeah, but we're right now. We got enough to Digest in due course you. For five years later, we did acquire Arkin for network Analytics. We acquired fellow Cloud for SD when we're cloud recently, Avi. So the approach we take a hammer to innovations first. You know, if you're gonna have an anchor acquisition, make sure it's got critical mass. I mean, buying a small start up with only 35 people 10 people doesn't really work for us. So we got 1100 people would come back, we're gonna build on it. But let's build, build, build, build, partner and then acquire. So we will partner a lot with a lot of players. That compliment competition will build a lot around this. >> And years from now, we need >> add another tuck in acquisition. But we feel we get a lot in this acquisition from both endpoint security and Security Analytics. Okay, it's too early to say how much more we will need and when we will need that. But, you know, our goal would be Let's go plot away. I have a billion dollar business and then take it from there. >> One more security question, if I may say so. I'm not trying to pit you against your friends and AWS. But there are some cleared areas where your counter poise >> Stevens just runs on eight of us comin back. >> That part about a cloud that helps your class ass business. I like the acquisition. But Steven Schmidt, it reinforced the cloud security conference, said, You know, this narrative in the industry that security is broken is not the right one. Now, by the way, agree with this. Security's a do over pat kill singer. And we talked about that for five years ago. Um, but then in eight of you says the shared security model, when you talk to the practitioners like, yeah, they they cover, that's three and compute. But we have the the real work to d'oh! So help me square that circle. >> Yeah, I think if aws bills Security Service is that our intrinsic to their platform and they open up a prize, we should leverage it. But I don't think aws is gonna build workload security for azure compute or for Gogol compute. That's against the embers or into the sphere. Like after finishing third accordion. And they're like, That's not a goal. You go do it via more So from my perspective. Come back to hydrogen. 80. If there's a workload security problem that's going to require security at the kernel of the hyper visor E C to azure compute containers. Google Compute. >> Who's gonna do >> that? Jammer? Hopefully, hopefully better than because we understand the so workloads. Okay, now go to the client site. There's Windows endpoints. There's Mac. There's Lennox. Who should do it? We've been doing that for a while on the client side and added with workspace one. So I think if you believe there is a Switzerland case for security, just like there was a Switzerland case for management endpoint management I described in Point management in Point Security going together like peanut butter and jelly, Whatever your favorite analogy is, if we do that well, we will prove to the market just like we did with their watch An endpoint management. There is a new way of doing endpoint security. Dan has been done ever before. Okay, none >> of these >> guys let me give an example. I've worked at Semantic 15 years ago. I know a lot about the space. None of these guys built a really strategic partnership with the laptop vendors. Okay, Del was not partnering strategically on their laptops with semantic micro. Why? Because if this wasn't a priority, then they were, you know, and a key part of what we're doing here is gonna be able to do end point management. And in point security and partner Adult, they announced unified workspace integrated into the silicon of Dell laptops. Okay, we can add endpoint security that capability next. Why not? I mean, if you could do management security. So, you know, we think that workspace one, we'll get standing toe work space security with the combination of workspace one and security moving and carbon black. >> Sanjay, we talked about this on our little preview and delivery. Done us. We don't need to go into it. The Amazon relationship cleared the way for the strategy in stock price since October 2016 up. But >> one of the >> things I remember from that announcement that I heard from the field sales folks that that were salespeople for VM wear as well as customers, was finally clarity around. What the hell? We're doing the cloud. So I bring up the go to market In the business side, the business results are still strong. Doing great. You guys doing a great job? >> How do you >> keep your field troops motivated? I know Michael Dell says these are all in a strategy line. So when we do these acquisitions, you >> had a lot >> of new stuff coming in. I mean, what's how do you keep him trained? Motivated constantly simplifying whenever >> you get complex because you add into your portfolio, you go back and simplify, simplify, simplify, make it Sesame Street simple. So we go back to that any cloud, any app, any device diagram, if you would, which had security on the side. And we say Now, let's tell you looking this diagram how the new moves that we've made, whether it's pivotal and what we're announcing with tanz ou in the container layer that's in that any Apple air carbon black on the security there. But the core strategy of the emer stays the same. So the any cloud strategy now with the relevance now what, what eight of us, Who's our first and preferred partner? But if you watched on stage, Freddie Mac was incredible. Story. Off moving 600 absent of the N word cloud made of us Fred and Tim Snyder talked about that very eloquently. The deputy CTO. They're ratty Murthy. CTO off Gap basically goes out and says, Listen, I got 800 APS. I'm gonna invest a lot on premise, and when I go to the cloud, I'm actually going to Azure. >> Thanks for joining you. Keep winning. Keep motivated through winning >> and you articulate a strategy that constantly tells people Listen. It's their choice of how they run in the data center in the cloud. It's their choice, and we basically on top of all of those in the any cloud AP world. That's how we play on the same with the device and the >> security. A lot of great things having Sanjay. Thanks >> for you know what a cricket fan I am. Congratulations. India won by 318 goals. Is that >> what they call girls run against the West Indies? I think you >> should stay on and be a 40 niner fan for when you get Tom baseball get Tom Brady's a keynote will know will be in good Wasn't Steve Young and today love so inspirational and we just love them? Thank you for coming on the Cube. 10 years. Congratulations. Any cute moments you can point out >> all of them. I mean, I think when I first came to, I was Who's the d? I said ASAP, like these guys, John and Dave, and I was like, Man, they're authentic people. What I like about you is your authentic real good questions. When I came first year, you groomed me a lot of their watch like, Hey, this could be a big hat. No cattle. What you gonna do? And you made me accountable. You grilled me on eight of us. You're grilling me right now on cloud native and modern, absent security, which is good. You keep us accountable. Hopefully, every you're that we come to you, we want to show as a team that we're making progress and then were credible back with you. That's the way we roll. >> Sanjay. Thanks for coming. Appreciate. Okay, we're live here. Stay with us for more of this short break from San Francisco v emerald 2019

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back. We're here. Of'em World 2019. You're watching the Cubans? Our 10th year of coverage at the event. I'm stupid. And my co host this afternoon is Justin Warren. And happy to welcome back to the program. Bob Ghaffari, who's the general manager of the Enterprise and Claude networking division at Intel. Bob, welcome back. Great. Great to be here. Thank you. S Oh, uh, you know, it's a dressing. And I think that last year I felt like every single show that I went to there was an Intel executive up on the stage. You know, there's a way we talked about. You know, the tic tac of the industry is something that drove things. So last year? Ah, lot going on. Um, haven't seen intel quite as much, but we know that means that, you know, you're you and your team aren't really busy. You know a lot of things going on here. VM worldwide. Give us the update since last we spoke. Well, you know, um >> So I think we have to just go back a little bit in terms of how until has been involved in terms of really driving. Just hold this whole network transformation. I want to say it started about a decade ago when we were really focused on trying to go Dr. You know, a lot of the capabilities on to more of a standard architecture, right? In the past, you know, people were encumbered by challenging architectures, you know, using, you know, proprietary kind of network processors. We were able to bring this together until architecture we open source dp decay, which is really this fast packet processing, you know, library that we basically enabled the industry on. And with that, there's basically been this. I want to say this revolution in terms of how networking has come together. And so what we've seen since last year is you know how NSX via Miranda sex itself has really grown up and be able to sort of get to these newer, interesting usage models. And so, for us, you know what really gets us excited is being really involved with enabling hybrid cloud multi cloud from a network perspective. And that's just what really gets me out of bed every day. Yeah, An s >> t n is, I think, gone from that early days where it was all a bit scary and new, and people weren't quite sure that they wanted to have that. Whereas now Stu is the thing, it's people are quite happy and comfortable to use it. It's it's now a very accepted way of doing networking. What have you noticed about that change where people have gone? Well, actually, it's accepted. Now, what is that enabling customers to do with S T. N. >> You know, um I mean, I think what you know S Dan really does. It gives you a lot of the enterprise customers and cloud customers, and a lot of other is really the flexibility to be able to do what you really need to do much better. And so if you can imagine the first stage, we had to go get a lot of the functions virtualized, right? So we did that over the last 10 years, getting the functions virtualized, getting him optimized and making sure that the performance is there as a virtual function. The next step here is really trying to make sure that you know you weaken enable customers to be able to do what they need to end their micro service's and feels. Or do this in a micro segmented kind of view. When and so um and also being in a scenario, we don't have to trombone the traffic, you know, off to be there, be it's inspected or, you know, our load balance and bringing that capability in a way, in a distributed fashion to where the workloads Neto happen. >> Yeah, who you mentioned micro segmentation there, And that's something which has been spoken about again for quite a while. What's the state of play with micro segmentation? Because it some customs have been trying to use it and found it a little bit tricky. And so they were seeing lots of vendors who come in and say We'll help you manage that. What's the state of play with Michael segmentation From your perspective, >> you know, I would say the way I would categorize it as micro segmentation has definitely become a very important usage model. In turn, how did really contain, you know, uh, policies within certain segments, right? So, one you know, you're able to sort of get to a better way of managing your environments. And you're also getting to a better way of containing any kind of threats. And so the fact that you can somehow, you know, segment off, um, you know, areas and FAA. And if you basically get some kind of, like attack or some kind of, you know, exploit, it's not gonna, you know, will go out of that segmented area to to some extent, that simplifies how you look at your environment, but you want to be able to do it in the fashion that you know, helps. Ultimately, the enterprises managed what they got on their environments. >> So, Bob, one of things that really struck me last year was the messaging that VM were had around networking specifically around multi cloud. It really hearken back to what I had heard from my syrup reacquisition on. Of course. Now, Veum, we're extending that with of'em or cloud in all of you know, aws the partnerships they are false, extended with azure, with Google in non premises with Delhi emcee and others. And a big piece of that message is we're gonna be able to have the same stack on on both sides. You could kind of explain. Where does Intel fit in there? How does Intel's networking multi cloud story dovetail with what we're hearing from VM? Where Right, So I >> think >> the first thing is that until has been very involved in terms of being into, um, any on Prem or public clouds, we get really involved there. What were you really trying to do on my team does is really focusing on the networking aspects. And so, for us is to not only make sure that if you're running something on prime, you get the best experience on from but also the consistency of having a lot of the key instruction sets and any cloud and be able to sort of, ah, you know, managed that ballistically, especially when you're looking at a hybrid cloud environment where you're basically trying to communicate between a certain cloud. It could be on Prem to another cloud that might be somewhere else. Having the consistent way of managing through encrypted tunnels and making sure you're getting the kind of performance that you need to be able to go address that I think these are the kind of things that we really focus on, and I think that for us, it's not only really bring this out and, um improving our instructions that architecture's so most recently What we did is, you know, we launched our second generations Aeon Scaleable processors that really came out in April, and so for us that really takes it to the next level. We get some really interesting new instruction, sets things like a V X 5 12 We get also other kind of, you know, you know more of, like inference, analytic inference capabilities with things like Deal Boost that really brings things together so you can be more effective and efficient in terms of how you look at your workloads and what you need to do with them, making sure they're secure but also giving you the insights that you need to be able to make that kind of decisions you want from a enterprise perspective >> steward. It always amuses me how much Intel is involved in all of his cloud stuff when it it would support. We don't care about hardware anymore. It's all terribly obstructed. And come >> on, Justin, there is no cloud. It's just someone tells his computer and there's a reasonable chance there's an Intel component or two Wednesday, right? >> Isn't Intel intelligence and the fact that Intel comes out and is continuing to talk to customers and coming to these kinds of events and showing that it's still relevant, and the technology that you're creating? Exactly how that ties into what's happening in cloud and in networking, I think is an amazing credit to what? To Intel's ability to adapt. >> You know, it's definitely been very exciting, and so not only have we really been focused on, how do we really expand our processor franchise really getting the key capabilities we need. So any time, anywhere you're doing any kind of computer, we want to make sure we're doing the best for our customers as possible. But in addition to that, what we've really done is we've been helped us around doubt our platform capabilities from a solution perspective to really bring out not only what has historically been a very strong franchise, pressed with her what we call our foundational nicks or network interface cards, but we've been eldest would expand that to be able to bring better capabilities no matter what you're trying to do. So let's say, for example, you know, um, you are a customer that wants to be able to do something unique, and you want to be able to sort of accelerate, you know, your own specific networking kind of functions or virtual switches. Well, we have the ability to do that. And so, with her intel, f p g. A and 3000 card as an example, you get that capability to be able to expand what you would traditionally do from a platform level perspective. >> I want to talk about the edge, but before we go there, there's a topic that's hot conversation here. But when I've been talking to Intel for a lot of years out container ization in general and kubernetes more specifically, you know, where does that fit into your group? I mentioned it just cause you know that the last time Intel Developer forum happened, a friend of mine gave a presentation working for intel, and, you know, just talking about how much was going on in that space on. Do you know, I made a comment back there this few years ago. You know, we just spent over a decade fixing all the networking and storage issues with virtualization. Aren't we going to have to do that again? And containers Asian? Of course, we know way are having toe solve some of those things again. So, you >> know, and for us, you know, as you guys probably know, until it's been really involved in one of the biggest things that you know sometimes it's kept as a secret is that we're probably one of the bigger, um, employers of software engineers. And so until was really, really involved. We have a lot of people that started off with, you know, open source of clinics and being involved there. And, of course, containers is sort of evolution to that. And for us really trying to be involved in making sure that we can sort of bring the capabilities that's needed from our instructions, said architecture is to be able to do containers kubernetes, and, you know, to do this efficient, efficiently and effectively is definitely key to what we want to get done. >> All right, so that was a setup. I I wanted for EJ computing because a lot of these we have different architectures we're gonna be doing when we're getting to the edge starting here. A little bit of that show that this show. But it's in overall piece of that multi cloud architecture that we're starting to build out. You know, where's your play? >> Well, so for us, I mean the way that we look at it as we think it starts all, obviously with the network. So when you are really trying to do things often times Dedge is the closest to word that data is being, you know, realized. And so for us making sure that, you know, we have the right kind of platform level capabilities that can take this data. And then you have to do something with this data. So there's a computer aspect to it, and then you have to be able to really ship it somewhere else, right? And so it's basically going to be to another cloud and might be to another micro server somewhere else. And so for us, what really sets the foundation is having a scale will set a platform sort of this thick, too thin kind of concept. That sort of says, depending on what you're trying to do, what you need to have something that could go the answer mold into that. And so for us, having a scaleable platform that can go from our Biggers eons down to an Adam processor is really important. And then also what we've been doing is working with the ecosystem to make sure that the network functions and software defined when and you know that we think sets a foundation to how you want to go and live in this multi cloud world. But starting off of the edge, you want to make sure that that is really effective, efficient. We can basically provide this in a very efficient capability because there's some areas where you know this. It's gonna be very price sensitive. So we think we have this awesome capability here with our Adam processors. In fact, yesterday was really interesting. We had Tom Burns and Tom Gillis basically get on the stage and talk about how Dell and VM we're collaborating on this. Um, and this basically revolves around platforms based on the Adam Process sitter, and that could scale up to our ze aan de processors and above that, so it depends on what you're trying to do, and we've been working with our partners to make sure that these functions that start off with networker optimized and you can do as much compute auras little computer as you want on that edge >> off the customers who were starting to use age because it's it's kind of you, but it's also kind of not. It's been around for a while. We just used to call it other things, like robots for the customers who were using engine the moment. What's what's the most surprising thing that you've seen them do with your technology? >> You know what is interesting is, you know, we sometimes get surprised by this ourselves and so one of the things that you know, some customers say, Well, you know, we really need low cost because all we really care about is just low level. You know, we we want to build the deploy this into a cafe, and we don't think you're gonna be all that the price spot because they automatically think that all intel does is Biggs eons, and we do a great job with that. But what is really interesting is that with their aunt in processors, we get to these very interesting, you know, solutions that are cost effective and yet gives you the scalability of what you might want to do. And so, for example, you know, we've seen customers that say, Yeah, you know, we want to start off with this, but you know, I'm networking, is it? But you know what? We have this plan, and this plan is like this. Maybe it's a 90 day plan or it could be up to a two year plan in terms of how they want to bring more capabilities at that branch and want to want to be able to do more. They want to be able to compute more. They want to make decisions more. They want to be able to give their customers at that place a much better experience that we think we have a really good position here with their platforms and giving you this mix and match capability, but easily built to scale up and do what our customers want. Great >> Bob, You know, when I think about this space in general, we haven't talked about five g yet, and you know, five g WiFi six, you know, expected to have a significant impact on networking. We're talking a little bit about you know edge. It's gonna play in that environment. Uh, what do you hear from Augusta Summers? How much is that involved with the activities you're working through? You know, >> it's definitely, really interesting. So, uh, five g is definitely getting a lot of hype. Were very, very involved. We've been working on this for a while until it's, uh, on the forefront of enabling five G, especially as it relates to network infrastructure, one of the key focus areas for us. And so the way that we sort of look at this on the edges that a lot of enterprises, some of them are gonna be leading, especially for cases where Leighton see is really important. You want to be able to make decisions, you know, really rather quickly. You want to be able to process it right there. Five g is gonna be one of these interesting technologies that starts, and we're already starting to see it enabled these new or used cases, and so we're definitely really excited about that. We're already starting to see this in stadium experience being enabled by five G what we're doing on the edge. There's experiences like that that we really get excited when we're part of, and we're really able to provide this model of enabling, you know, these new usage models. So for us, you know the connectivity aspects five g is important. Of course, you know, we're going to see a lot of work clothes used for G as basically predominant option. And, of course, the standard wired connective ity of I p m pl less and other things. >> I want to give you the final word. Obviously, Intel long partnership. As we know you know, current CEO Pack else under, you know, spent a good part of his, you know, early part of career at Intel. Give us the takeaway intel VM wear from VM 2019. You know, I mean, we've had a >> long partnership here between intel on VM, where we definitely value the partnership for us. It started off with virtual light servers a while back. Now we've been working on networking and so for us, the partnership has been incredible. You know, we continue to be able to work together. Of course. You know, we continue to see challenges as we go into hybrid cloud Malta Cloud. We are very excited to how in terms of how we can take this to the next level. And, you know, we're very happy to be be great partners with them. >> All right. Well, Bob Ghaffari, thank you for giving us the Intel networking update. We go up the stack down the stack, Multi cloud, all out the edge, coyote and all the applications for Justin Warren. I'm stupid. Men will be back for our continuing coverage of the emerald 2019. Thanks for watching the Cube.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to two cubes. Live coverage in San Francisco, California for VM World 2019. I'm John Ferrier, Postal Cuba David Lattin, My Coast, Dave. 10 years covering the BM World Paul Maritz laid out the stack early on. We saw that and watch it go through Its motions now >> remain from the marketing people got a hold of >> that mainframe turned into cloud Now hybrid cloud seven years after we first started about 2012 has been great Our next guest, Paul Falsone, S V. P and general manager of the Cloud Native APS. This is a business unit within VM where that is going to the next level. This is the Act three is Jerry Chen said any of you I talked earlier for VM wears a company. I won't say moving up the staff because there is no stack. It's cloud, right? So its applications on top of operating infrastructure Dev ops going enterprise scale is about developers building APS operating them in scale. This is a big focus of what you're doing. >> It is a dead end of the day. One of my close friend of mine, who's in front of customers all the time, reminds our team constantly that our customers applications matter of the most cause. That's what they used to get in front of their customers with the Dillman teams and the tools they're building the user. Japs come second cause that's what supports the abs. And then the infrastructure comes third zone away. There is that stacks it, but never forget you were at the bottom of the pecking order, if you will, when it comes to ultimately bringing full customer value to our company, our customers, businesses. >> And it's one of the things we've been looking back at our 10 years covering VM where I think you're 13 15 of'em world is that the virtual ization of all very quickly around really optimizing server virtualization really kind of change. The game of one kind of knows that our knows the history there, but it did it without any code changes, too, APs and I think that was a very innovative thing. Now we looking containers and what Kubernetes is bringing to the table. You're starting to get some clear visibility into what's happening and what's possible. Could >> you >> share your vision on what that visibility is that you guys are eyeing for the marketplace in four of'em, where, >> sure, the APP development methodologies are changing, changing more today than they have in the last 20 years. We're seeing ah lot of new concepts and approaches that right now really only accessible to a small percentage of application developers worldwide. We want to try to bring those application development methodologies, practices tools to the mainstream so we can. We can touch the 13 or $14 million.1,000,000 enterprise developers around the world and help the CEOs in their line of business counterparts at our customers get a CZ much productivity out of their development teams as possible. At the end of the day, those APS we're gonna power the next decade of those organizations success or failures with their customers, and so that's becoming a real competitive asset. I've had a number of customer discussions here this week where the primary theme is how me help my developers move faster at enterprise scale, but in a regulated environment in an environment where compliance is is front center >> to big things going on in your world that we covered extensively, honestly, pretty impactful to the Vienna, where portfolio one as open source and hefty oh, acquisition half a billion dollars almost a year ago, about a year left in less than a year, probably was that we close in December last year. So yes, ovary. Just recently we know those guys all people. I mean, I've been covering that for a while, and then I'll see the pivotal acquisition. Just announced a drink from the fire hose. There be doing tons of press briefings, those to impact points, kind of leaving a mark. >> So we've been we've been building up to this. I joined AA Drink them were in 2012 through the Sierra acquisition, but I moved into this role about just about three years ago, and one of the things that we identified early on was, ah, close partnership with Pivotal was going to be essential inside of the Del Technologies umbrella for us to exist in thrive together. And so that's where the idea for P Cass was born. So the combination of V. M. R. R and D with pivotal RND focused on delivering our first community service to our enterprise. Customers we brought helped you in last year. Once they saw what we were doing and thought about the possibility of what would happen if we actually took some of the concepts of communities and p ks and embed them into V sphere, That was, I think, the real ah ha moment for for us and the happier team coming together in the power of what that could enable. But all along the way, we always believed that that was just covering the infrastructure side of the equation. You still needed to get through the making the APP developers productive and efficient in this new infrastructure world and so on to be able to do so on any cloud. And that's where the pivotal piece finally came together last just last month. July Pivotal put out a lot of information in the market around how they're evolving their portfolio to be very cool, bernetti centric, moving forward. And that was a big part about getting all the pieces lined up so that the M word could deliver what we announced this week. The in the town's a portfolio with the component tree for building running in managing modern applications on any club, >> we've kind of come full circle here, predates, and I Sarah, But you guys talking about the stack? Yeah. Paul Moretz. I used to have the whole stack. Ed actually applications up here with Simba. Spring sources around. Exactly. And then you had these when I used to call the misfit toys. Have you had some assets in the M. C as coming in Vienna, where Paul Maritz, Joe Tucci decided, create pivotal as the The platform developed next generation applications. Now it's all come full circle there. So my question is related to that stack and particularly the death part of that stack. This audience is not Deb's not, but increasingly, you've gotta attract that audience. So what's what's your thoughts there? And so >> I think pivotals done a very nice job over the years through the Con Foundry Foundation. The work they've done there through the spring community Spring is at this stage is is arguably the most popular modern Java development environment on the planet. So, you know, we're seeing a tremendous amount of leverage of that of that framework and so between the events of pimples is actively involved in Leeds and their ability to help customers, um teach their enterprise developers how to get the most out of this modern tool kit. We think that there is some wonderful ingredients to a recipe to really scale this thing up in a big way. We way. I also believe that Veum we're still has a lot to learn about what it means to best support enterprise developers and their organizations. And so we are quite a bit in learning mode right now. We're gonna take a lot of lessons from the pivotal team as we as we move forward towards the close and learn a lot more about the team in the culture and their customer engagements. But one of the things I think is is front and center to what pivotal has for customers today is their transformation Service's customers. You've got different groups inside a customer summer looking to build the newest applications. Some of them are just trying to get more operational efficiency out of what they have today. Some of these customers have 12,000 applications in their environments. Um, pivotal has ah set of service is that come in and they help them take their existing monolithic applications and just modernize key components of them so they can operate them more efficiently and reclaim a lot of resources to go do other things. That, I think is probably the lowest hanging fruit for enterprise organizations today. And I'm very, very excited about the service is that pimple has to make available the customers on that front. >> Assad and Jerry Chen, earlier than the other set I was mentioning earlier is a VC now, Greylock, big time to your one. We see former VM Where, uh, guy from 22,003. He also worked on cloud foundries in sight. We ask about the white spaces where starts to thrive in one of the transit is kind of pointing to was have some cummings going public. Some are being bought at sizable numbers, but we rift on. The idea of monitoring was a boring category right now. Observe ability, which is just be monitoring 2.0, you got I pose. You got acquisitions. I mean, major action happening in this observe ability space. I bring this up because that's an area you think, Oh, it's a white space Data opportunities for companies to build service is really points to this cloud. 2.0 application Renaissance And I want to get your thoughts on that environment. What needs to be in place to make that happen? Honestly, pivotals keep for you guys. I get that on Vienna. Where side, but for the ecosystem and for the marketplace, people trying to make careers and or do things What is that cloud 2.0, complexity that need to be abstracted away or >> so The Pepto team had a great Craig and Joe had this great, uh, one liner on kubernetes is all about where the people structure meets the infrastructure. When you think about that, our enterprise organizations have thousands if not tens of thousands of developers all trying to do similar. But a lot of cases different things at the same time, across lots of different cloud infrastructures. On the infrastructure team side, you've got private cloud, you've got hybrid cloud. You've got public cloud environments that you have to get your arms around, monitor, manage, secure and get visibility into. We believe that Carini sits at that perfect layer between the two domains on. This is a big part of why we developed Tom's a mission control. It's just that that perfect layer between the two domains, too, access the company's later and give you full visibility into what all of your developers were doing on every piece of your infrastructure. And we also think that's gonna be a very interesting place for third parties to plug into to gain access to all of the community's clusters that we're helping. Our customers managed across their app landscape to do very interesting things. And so we're really excited about the ecosystem that that project will open up. >> You think this opportunity to start ups in there? >> I do. I do. I think there's a ton of other I mean, think about it just really basic math. Ah, VM based application. When it gets containerized, it has just on the compute side alone. Never mind the networking in the storage site. There are 10 times as many moving parts. A typical containerized EPA's 10 times as many moving parts as avian bay Step. If you think about that applied to the networking layer, you think about that applied to the storage layer, the security layer. You've got 10 times as many points to secure. Now, how do you get your head around that level of complexity As a an operations person, you can't do it. Humans can't do it anywhere. You can't write down your actions. Control this on a pad of paper and know what's what's accessing what anymore, >> Dave. One more question, if I may, on the on the VM container thing, there's a debate or are architectural kind of conversation, and customers are having around when to do containers in three days on bare metal or with V EMS. How do you guys talk to that house? The >> steam going because that was my question. So there was a snarky tweets yesterday. I want to get your reaction to it. And the tweet was during yesterday's keynote. I thought we we launched pivotal so that we didn't have to run containers on V EMS. Now the reality to your point is that people are running containers on bare metal. They're running him on vehement the EMS. I don't have any data, but I wonder if you could comment on that >> so way Probably have a couple of snarky comments of our own on this three share one of the things that put up on stage. Yes, I'll start at the kind of a little little. And I worked my way up at the base layer. The testing we're doing with Project Pacific, which is something we announced this week, which is effectively bringing kubernetes into the heart of the sphere. We're actually using combinations to make the sphere better. We're also going to expose communities to our customers through V sphere, just like we exposed the EMS today. This is a pretty exciting project for the for the company in our early testing of this project, based on the advanced scheduling capabilities of the SX hyper visor take advantage of modern hardware. We're seeing an 8% better performance in a certain test sweet versus what you'd see on bare metal so are ready at the early stages. We're seeing some benefits now take that a step further. The big public college for writers out there if you look at service is like G K on Google. If you look at a ks, uh, recast on Amazon, a cast on his door, every single one of their community service is is run against a virtualized environment, not on a bare metal environment. Why is that? Well, because their customers are using containers in VM, side by side, the flexibility you get out of that virtualization layer. Whether you're a big public cloud provider or your ah smaller enterprise shop running your own data centers, the benefits are proportionate, rather equal on dso >> the narratives off a little bit. What you're saying. What I hear you saying is people use virtualization for a lot of efficiency and scale reasons that's independent of what happens with bearnaise decisions. So if you decide you want to run Cubans on bare metal, go >> to go to town. We think >> if you want to do that, >> you want to do that. But we don't. We actually see a lot of customers who have started down that path. When they go to get to that operational stage, they're realizing they're now dealing with firm where again, they're dealing with Nick drivers again. They're dealing with stuff, and they can easily take that and turn it over to their ops team that's already managing a huge virtualized state and operated with the same tool. >> That's a really a layer thing around round scale. You do the virtual ization for Ryan reasons, and then cos sits on top of it for a whole another reason. >> And the I'd say its operations scale these operations teams need to, you know, just look at the number of announcements we made this week. For an ops team to get their head around all of these new technologies simultaneously is impossible to bring them in one new capability of time into the thing that they're already operating for. That organization is very >> positive. If I understood yesterday, you're claiming better before 8% better performance relative to bare metal. I know that's apples to apples. Or what kind of juicing you're doing on the benchmark >> sex schedule that it chooses it right there. >> I want to ask you about integration and look at it as a quasi. His story of the the industry. You go back to see A with all the acquisitions, right? Historical force it with fusion. Different layer of the stack. I know. Certainly Del did a lot of acquisitions. Some of them work. Some of them didn t m c. Same thing pretty successful. Actually. VM were great engineering. Um, very strong. Go to market on really good acquisitions. My question is on integration with the nice Sarah background, I wonder. I mean, nice. Sarah seems to be very well integrated into the VM. Where platform How is integration The state of integration today within V. M. Where is it a lot easier today because we're living in this AP I economy. What about VM? Wears sort of integration ethos. One of the challenges. I wonder if you could comment and that long. So >> I've been through, uh, to significant integrations of'em where the 1st 1 was with this nice era on. I was on the I was on the incoming side, not the receiving side. The next was with hep Theo. I was on the receiving side, not the incoming side. And so, as coming into this year, back in 2012 Pat was extremely supportive and asked his entire team to be very supportive of getting us integrated quickly and productive. A CZ fastest possible. We were on campus on the via more campus from the next era office within days of the deal closing. That's how efficient Veum work. That's like that's the mindset hammerhead coming into. We were in a building. We were co located with the other networking engineers and product managers. Within the first week on, we were off to the races. That was about 100 20 person company. Hep Ko is about 100% company, Um, about the same efficiency we were consolidating. Offices were bringing them over again, mostly distributed team, but they had a center of gravity. In Seattle. We had a center of gravity in Bellevue. We brought the team's over within within a couple of months in about three months. In three and 1/2 months in, we had the team fully integrated. The organizational design done all the tools in a greater we're all in the same systems. So what happens very quickly now, an organization that's much bigger like like pivotal 3000 employees. Public company takes a little bit longer to get from Deal announced the deal close because it's too public entities. It'll take a little bit longer to do all the integration, but we're already thinking thinking about we know them so well and they know us so well. We already know where the potential landmines are, where the potential rough spots are. Pat prides himself and, uh, this pushes down into the rest of them were on well, welcoming new team members in new groups into the company. And so we try to do that really were very culturally sensitive way optimized for the right tool kit s O that we take, we take some learning like cloud health. When they came in, they had a lot of expertise around. SAS drooling and support of customers were adopting all of that, right. Were jettisoned some of our older tools in favor of some of the things that >> we're gonna win the modernization. So I want to get your thoughts on the last question for the second congratulations, your your your area. We love what you're doing. We think it's super important. Would be covering it like a blanket this year and going forward. But Pakistan came on was wrapped. Talking about 10 years and doing the riffing on the Cube are 10 years covering it. We have some 10 years forward, which waves to be on. They highlighted on the past 10 years in this ear acquisition as a critical moment to bring VM. We're into the S T D C kind of concept started networking up, so we know the history they're sti n and then going forward, he says. If you're not a networking and security in the next wave and Kubernetes is Number one, you're really gonna be missing out. So we highlighted networking, security and kubernetes. But networking. It's nice here on both sides of that 10 year spectrum. You're part of that. >> Why is that? Why is that wise >> watching people know that networking is the most important piece of the wave here? What's the relevance of what he's saying? Share their thoughts on >> Think about the increasing complexity of what at modernization drives into the infrastructure. You're getting smaller and smaller moving parts that that need to operate together at scale in a comprehensive, logical way. But at any point in time, if you're if you're an enterprise organization, if you've got if you've got compliance requirements, audit ability, requirements. If you want to protect, you hear about the number of of small towns that get blackmailed on a daily basis because someone's secured an encrypted There, there, there count taxpayer data and they're there, their victims. All right, this is this >> is some say, cyber warfare. >> It is something. So if you think about in orderto help, our customers get the most out of their developers, these tools that open up I think the potential of a lot more avenues of attack get a lot more complex. And so we think that these two have to progress hand in hand. One. We do want to help developers go as fast as possible. We won't help enterprises get the most out of those developers. That's a big part of why we brought them were into into the damn warfare. We're bringing a pivotal into the VM. We're family, but at the same time, we recognize that the infrastructure has to progress. Every bit is fast, and the network is the thing that ties all these parts together. Whether it's a layer three year layer for networking today or level layer several networking layer seven AP I based networking in the future >> all. I mean, I'm not gonna bring up I ot or industrial i ot to takeovers of physical devices, whether it's a self driving bus off a cliff or taking over towns and cities warfare, I mean the service areas of enormous networks, Internet connectivity applications over the cloud native. Anyway, we know that, right? So a lot to talk about. Thanks for coming on. The Cube Sharing your insight. Senior Vice President, General manager, The Cloud Native APS Group. This is really the key instrument with envy em where to take kubernetes and the advancement of cloud to 0.0 to the next level. I'm John for a day. Volante, be back after this short break.