Locke from Las Vegas X the cube covering AWS reinvent 2019 brought to you by Amazon Web Services and Vinum care along with its ecosystem partners we're back in Las Vegas everybody this is day one of AWS reinvent 2019 and you're watching the cube the leader in live tech coverage we go out to the events we extract the signal from the noise hump day Volante with my co-host Justin Warren Linden Lucas is here as the CMO of cohesively great to see you again Joe's rockin it's hoppin your boots packed we were just over there bright green as always so we stand out amongst to see if what is it 65,000 folks here this year 5,000 yeah so give us the update what's happening with a kahin City you guys are rocking how's business this is great we have fully transitioned to be a software company we've had a hundred percent year-over-year growth in our software business customers are looking to cohesively for data management and especially customers here at reinvent we're doing a lot with the cloud AWS has grown 20x for us here over year in terms of our our growth with them and we have an exciting new announcement here around how cohesive a is now validated to protect and backup workloads on AWS outposts one of the announcements this morning great so that mean that to me that's I always ask how you gonna back this up you know and it really didn't have a good answer so congratulations on that but also they're gonna bring outposts to the edge we saw the 5g announcement and so that's something that people have been side I think struggling with it because they know a lot of data is going to remain at the edge you've got to protect it act on it in real time so so talk about the engineering that went into that it's you know usually these things require some intense engineering on both sides unless it's a Barney deal this is a Barney deal no all right so yeah a lot of engineers we have a fine fine group of engineers at cohesively collaborating with AWS but it really starts at the heart of it with what our founder mode Aaron the distributed file system we call it span FS and it spans from core to cloud to edge and so you brought up the outpost edge and I'm sure that we'll be able to span that way but we also span today and I think in this world and it was talked about in the keynote is so important hybrid from core to the AWS cloud right because so many organizations have a lot on premises still and they are working to figure out how to get it to AWS easily and simply and then keep the whole thing protected so you guys are pretty aligned with AWS on definitions I think but let me just test that so Andy Jesse would say and I think he said this publicly we consider multi-cloud multiple public clouds I'm not sure he used that word multi cloud but you know what he's talking about and then we consider anything on Prem has to be hybrid and I think you guys use that same sort of and I think for where cohesively serves which is mid-sized enterprise on up to some of the largest global companies and public sector organizations we see a lot of use of hybrid cohesive a also runs natively in the cloud so we run natively in AWS and there's a lot of new cloud native applications but we also want to support what customers are doing and that's hybrid for sure so the other follow-up I have on that is the notion of data management you guys you don't it's not just back up its data management I want to understand how much of that is good marketing talking to the CMO versus sort of substance that the customers actually take advantage of so what do you mean by data management it's a great question and I'm going to say yes to the good marketing too but in all seriousness so what is what is data management and we have the you know the red spot is say we're redefining it and and how do we back that up we think of data management of course as you've got a store protect manage that data but now in today's world that is simply not enough it has to be recoverable and available when you want because backup as an insurance policy that doesn't work doesn't do anyone good but more than that we went beyond that and we're looking at how do customers both protect against cyber risks as well as gain insights from their data and when we talk about redefining data management we're talking about rethinking how you get those insights out of your data or protect against risks on the platform in place so applications run in place on the cohesive edata platform and I think Andy talked about that this morning too right it's difficult in these today's ever increasing amounts of data how do you have customers ship petabytes of data around easily it's not scalable for them or operationally cost-effective so we're talking about letting them gain those insights or protect against those risks in place yeah you did mention that bringing the compute to the data instead of the other way around which has been a long a problem for a long long time and that's that's something that I'm keen to understand a bit about how Co he said he's doing something differently because this has been a promise for quite some time where we've been backing up systems and putting all of this data into it into a big backup pool that sort of just sits there and getting a bit annoyed that we're spending all this money for something which is sitting there just being an insurance policy so we want to do more with this data and that's always been the promise and people have had a go at it a few times but no one's really been very successful but it sounds like cohesive is actually finally maybe cracked it so what is it that you're doing that allows us to finally happen well we like to think so so MOA Daren our founder was formerly the CTO of new tonics often called the father of hyperconvergence as well as at Google invented one of the first web scale file systems out there so underpinning all of this and how do we do this is a true web-scale file system it's his third generation web-scale file system which has a number of really unique properties so in terms of your specific question around reusing that data is providing zero cost clones and copies that enable that reuse of that data whether that be for developers or whether that be for someone doing some analytics so and that of course just like because we're Software Defined is running on white box hardware from us but also certified units from Cisco Dell also HPE and others to come so I was gonna mention that the advantage of software is that you can have that same experience wherever you can deploy the software so I don't just have to buy an appliance and have it sit in my datacenter I can actually well I like that but I would actually like to have that run in AWS and as you mentioned you can now run that both in AWS and I could run it on side on an AWS outpost so I can get both the on-site experience and the AWS experience at the same time as well as the cohesive experience yes a lot of experiences all the one well we want the customer of course to look at it from their their vantage point but yes so two points their software platform so it's a software-defined platform and part of this from not just a technology point of view but from that customer experience point of view is yes you can run that software on-premises in a cloud in a virtual environment and from a business model point of view one license we don't care you choose how you want a deployment from it a view point of view we provide one manageable one management view helios of it but that's one way to view everything managed under cohesively of course it's not going to get in the way of the Amazon tools so simple to manage and also simple to consume from the transaction perspective but but so simplicity big theme what what else that customers really excited about what do they tell you well a big theme here for us and one of the ways that we see customers getting more value out of their data and their Amazon investment we introduced an application running on the cohesive platform called run book and run book allows very simple migrations from your on-premise environment to AWS ec2 and so that's been something that's been really popular in fact surprised us a little bit it's the first step right now it's a migration but we'll be adding capability to it for full orchestration for either dr scenarios or true dr and it's so simple it's dragon top drop so that engineering team has made this really simple to do so teams can easily figure out how am I going to move my applications to the cloud and in what order am I going to bring them up again in a really simple drag-and-drop way what about tearing you know when I go by your booth I see it's got some capabilities there I'm interested in how you were you pick up or where where you pick up where Amazon leaves off with what they've announced help us understand that great question and we did thank you for for mentioning bring new support in for deep glacier so cohesive these support steering to all the different Amazon tiers so we've always had automated policies that you can set it as an administrator and decide hey I've done a backup on Prem and after 30 days or whatever your time frame is I'm going to move that up to AWS got a lot of customers doing that our customer AutoNation that's one of their use cases we also support the ability for you to use cohesively to change which tier you want to store in on Amazon in an intelligent way and so that's an area that I think we complement Amazon so essentially if I understand it you'll you'll manager this near the superset if the customer wants that and then Amazon you plug into what Amazon does and they'll optimize on their end you could take advantage of that that's transparent to the customer that's right possible because we're a modern architecture with native s3 and so we can plug right in to what customers want to do with Amazon so okay let's dig it to that what means modern well how do you guys define mod we define modern as design principles and philosophy born in the cloud native world right so unlike some of the legacy architectures that literally were invented ten or so years ago with before we had reinvent Co he city was built with native s3 and uniquely that support for the enterprise modalities of NFS and SMB and allowing at that file system level people to move their data back and forth between those two environments but with a very simple user interface on top of that that provides the backup the archive dr the types of capabilities or use cases that customers want with their most important asset their data yeah go ahead please transformations been a bit of a theme of the show certainly two of day one and Co hazily is transformed itself into a purely software company as you've mentioned what what's next what do you see happening for Co hey city and with customers how are they going to be both transforming themselves together into the future yeah great question and I like to use that word carefully because I think as a marketer it can be little over you know used yeah but if it's seriously what I see I think we're on a 10 15 year journey all of us to transform our businesses to take advantage of data because it's clear now I think to most if you don't you will be left behind and it's only a matter of time and so the hard part is I talked to CIOs and other IT leaders is well how do I get a handle on that data right and cohesive provides an incredible platform to simplify that management storage protection of that data so you can take advantage of some of the other really cool applications and vendors that are here how we continue to transform and how I see customers transforming is that promise of bringing compute to the data I think we're in the super early days but if I've got all of my data accessible and visible to me now what kinds of insights can I gain from it Splunk runs on the cohesive a platform as another exhibitor here but also how can I prevent risk how can I ensure that I'm compliant with regulations and I think there's a lot of work to be done both at cohesively and developing out those new applications as well as with our customers taking advantage of it we could actually pushing around the just at being an Amazon partner so you seem pretty happy business is growing you're the leading if not one of the leading growth partners of Amazon that's cool but a lot of people question Amazon in terms of you know them being fearful that Amazon's gonna eat their lunch we asked and Jesse about that and the in the analyst session and basically his answer was look at these markets are so huge and and I think as well I'd add to that you've got to keep innovating now my specific question is Amazon does some backup stuff it's not nearly as functional as your and other you know backup software data management suppliers but what's your perspective on that obviously it's it's good its growth now you guys think about that you just kind of keep putting the pedal to the metal actually I think I'd agree with him I've never had the pleasure of meeting him in person but you know I think all businesses have to keep their pedal to the metal very innovation and we certainly do but this is a massive market and a massive transformation and cohesive helps enterprise customers of all sizes and types and most of them are struggling with today in the early stages how to get control of their data how to manage it know what they have and I think they feel that that is both a problem within the cloud but also on-premises and that's a very large market for us and I think for Amazon as well so we're super happy to be partners with Amazon a rising tide lifts all boats as I often like to say and I think that's going to remain true for a long time yeah I mean I think you know a lot of ways you just got to create in this market and the competition will take care of itself if you pay attention to customers and they tell you what they're interested in and you respond to that you tend to do pretty well despite the disruptions that might be going around view in the market at least that's what I think a big part of our philosophy is when asked a question about from a CML perspective in this data world he talked about there we run this decade-long transformation to put data at the core of our business how do you as a CMO put data at the core of of your business oh my gosh so the first thing I do is I'm asking and working with our engineering team because any modern business and modern CMO should be getting data about their customers and what they're doing with their product directly into the marketing intelligence and so that's an area that I'm really interested in and I press so as an internal customer to our head of engineering I am trying my best because the technology around me and marketing is changing so rapidly to absorb that and understand that and I think pay attention to my own advice and try not to date my customer for the first time 50 times as maybe many of us have experienced as consumers and use that data as best as I can to know how to address a customer's issue or problem when they're ready and the technology around it is continually improving and so it makes it really exciting to be in marketing and to be a marketing leader right now you actually pulling metadata out of your software to understand how customers are using your product is that right you can see some and there I have a long list into engineering on Oh imagine if we could I would like to know and hopefully not in a creepy way but in a way of serving the customer and making them aware of new capabilities I'll tell you one of the common things between cohesively and Amazon customers that I hear is that the pace of innovation is very high we put out four hundred plus new features last calendar year so more than they feature a day and that's the that's the God's honest truth I've heard the same thing from Amazon customers they struggle with understanding all the rich capability that's coming so with data if we can hone in a little bit and say you may be interested in this based on what we know similar to perhaps the shopping experience that we have I think that's helpful to customers because if I can narrow it in I don't have time as a consumer to search through everything and I think in business and in IT the same holds true so yes we're trying to do more of that yeah if you can use data to match my needs as a customer and it maybe even recommend things that are going to help my business I'm going to be appreciative of that as long as we you don't recommend that I start a couch collection because I brought happen to buy one couch which I'm sure we've all had that experience so it is important to get it right and I like that you brought up that not to do it in a creepy way but understanding that customers do find this valuable we find with our own consulting clients and our analyst clients talking to them that a lot of them trust vendors like cohesively with their data and you've built that trust because you you you've been able to show that you can be trusted over a long period of time so I think as long as you continue to do that customers are quite happy for you to start exploring this because they know that they're going to get a better result at the end of it as you mentioned I was like I'll get a good recommendation if you're actually serving me and making my business work better of course I'm going to want to do that and I think you earned that trust every day yes so what should we be looking for 2024 he city milestones things you want to share with us well we look forward to continued you know significant growth we're over 1,300 customers now globally and we see continued massive growth in the cloud I'm sure as many here are experiencing and just really continuing to serve our customers I think that's what we keep our eye focused on be humble keep learning it's a mantra from mowett and that's what we're gonna keep doing and and growing the business and helping our customers with that well it's been fun watching you guys grow the ascendancy of cohesive you kind of matching in with cloud and in hybrid Lynne thanks so much for coming on the Qubo as a pleasure thank you guys it's been great to be here as always all right keep it right there everybody look back with our next guest Dave Volante for Justin Warren you're watching the cube from reinvent 2019 we'll be right back [Music]

la from Las Vegas it's the cube covering AWS reinvent 2019 brought to you by Amazon Web Services and Vinum care along with its ecosystem partners Oh welcome back to the sands here we are live here in Las Vegas along with Justin Warren I'm John wall's you're watching the Cuban our coverage here of AWS rain vut 2019 day one off in Rowan and EJ on the keynote stage this morning for a couple of hours and now a jam-packed show for Chris Wright joins us the CTO and Red Hat waking his way toward Cube Hall of Fame status we're getting there this is probably worth 50 of the parents I think good to see you good to see you yeah always a pleasure first off let's just let's just talk about kind of the broad landscape right now the pace of innovation that's going on what's happening in the open cloud you know catching up to that acceleration if you're if you're a legacy enterprise you know you got all these guys that are born over here and they're moving at warp speed you got to be you've got to play catch-up and and talk about maybe that friction if you will and and what people are learning about that in terms of trying to get caught up to the folks that have two head start well I think number one the way I like to frame it is open source is the source of innovation for the industry and part of that is you look at the collaborative model bringing different people together across industry to build technology together it's hard to compete with that pace and speed the challenge of course is as you describe how do you how do you consume that how do you bring it into the enterprise which is you know got a whole business that's running off of infrastructure that has been sustaining their business for potentially decades so there's that impedance mismatch of needing to go quickly to keep abreast of of the technology changes while honoring the fact that your core business is running already on key technology so I think looking at how you bring platforms in that support the newer technologies as well as create connections or even support existing applications is a great way to kind of bridge that gap and then partnering with people who can build a bridge like an impedance match between your speed and the speed of innovation is a great way to kind of you know harness the power without exposing yourself to the ragged edges as much sure yeah talk to us a bit more about it about enterprise experience with open source a Red Hat has a long heritage of providing open source to enterprise and couldn't pretty much sits out as a unique example of how you make money with open source so enterprises have lots of open source that they're using every day now you know Linux has come into the enterprise left right and center but there's a lot more open source technologies that enterprises are using today so give us a bit of a flavor of how enterprises are coming to grips with how open source helps sustain their business well in one sense it's that innovation engine so it's bringing new technology and in another sense it's what we've experienced in the in the Linux space is post driving a kind of commoditization of infrastructure so switching away from the traditional vertically integrated stack of a RISC UNIX environment to providing choice so you have a common platform that you can target all your applications do that creates independence from the underlying hardware that's that's something that provide a real value to the enterprise that notion continues to play out today as infrastructure changes it's not just hardware it's virtualized data centers it's public clouds how do you create that consistency for developers to target their applications too as well as the operation seems to manage well you know it's through leveraging open source and bringing a common platform in into your environment as you go up the stack I think you get more and more proliferation of ideas and choices from developer tools and modules and dependencies you know most software stacks today have some open source even included inside whether you're building exclusively on top of a platform that's open source based you're probably also including open source into your application so it's a whole variety from building your key infrastructure to supporting your your enterprise applications and you mentioned openness which y'all know is a big very important thing to Red Hat and one thing that red has been speaking of lately is open hybrid cloud so maybe you can explain that to us what what he is open hybrid cloud what does red head mean by that sure so open hybrid cloud for us start with open that's our platforms are built from open source project so we work across like literally thousands of open source projects bring those together into products that build our platform also we create an open ecosystem so you know we're really fostering partnerships and collaboration at every level from the developer level up through our commercial partnerships the hybrid piece is talking about where you deploy this infrastructure inside your data center on bare metal servers inside your data center virtualized in a private cloud across multiple public clouds and increasingly out to the edge so that that notion of what is the data center - to me it really encompasses all those different footprints so the hybrid cloud cloud meaning give a cloud like experience from an Operations point of view simple to operate meaning you know we're doing everything we can to help operators manage that infrastructure from a developer point of view surface scene functionality as services Nate the eyes and you know how do you give a self-service environment to developers like you know like a cloud so it's across all that first you talk about data in the edge which you know the fact that there's so much the computing that's going on out there and staying closer to the source right we're not bringing it back in you're leaving it out there that adds a whole new level of complexity - I would think and scale you know massive amounts what everything is happening out there so what are you seeing in that in that in terms of handling that complexity and addressing challenges that you see coming as this growth is tremendous growth continues well one it's how do you manage all of that infrastructure so I think having some consistency is a great way to manage that so using the same platform across all of those different environments including the edge that's really going to give you a direct benefit to targeting your applications to that same common platform having the ability to recognize some dependencies so maybe you have a dependency on a data set and that data sets supplied from sources that are in an edge location we can codify that and then enable developers to build applications you know do test dev Prada cross a variety of environments pushing all the way out to an edge deployment where you know thinking you're taking in a lot of data you may be building models in a scale out environment internally in your private cloud or out in the public cloud taking those models deploying those to the edge for inference in real time to make real-time decisions based on data flows through the system and that's that's the world that we live in today so managing that complexity is critical automation for managing that consistency common platforms I think are key tools that we can use to to help build up that that rich in person just from an industry perspective so who does who's that applied to in your mind right what kind of industry is looking at this and saying all right this is this is a an opportunity but also a challenge for us and something we really need to address what's the array there do you think honestly I see it across almost all market verticals so we look at the world or a platform centric view from from a RedHat perspective so we look at the world across industries what I find interesting in the edge use cases is they tend to get more vertically specific so in a manufacturing case you know maybe you're dealing with a manufacturing line which is a set of applications and a set of devices which looks quite different from a retail office or branch office environment some similar problems but very different environments and then you take the service providers networks the telco network out of the edge and that looks quite different from a manufacturing floor so you know it's a it's a wide variety of vertically oriented solutions drawing from some common platform technologies containers Linux you know how do you do automation across all of those environments that machine learning tools those are the things that I think are consistent but you get all a lot of very vertically focused use cases yeah I'm now in the canine today that that Andy was mentioning that they love open source and when we're here at Amazon and and he likes to talk about the compatibility that and customer choice is also very important to Amazon's wit tell us a little bit about how openness interacts with somewhere like ADA we're actually we're here at reinvent which is an ADA where show so how does Red Hat and AWS work together how do you coexist in this ecosystem and get the benefits of open source technologies we could exist in a number of different ways one would be as engineers working together in open source communities building technology another is we have commercial partnerships so we run our platforms on top of AWS so we bring customers to AWS which is a shared you know we have a shared benefit there and then there's also areas where we have competitive offerings so it's you know it's a full spectrum kind of the modern world of the buzzword co-op petitioner or whatever you know it I really think when you look in the open source communities engineers thrive on building great technologies together independent of any kind of corporate boundaries commercially people develop relationships that are complicated today and we have a great working relationship we've run a lot of our cloud customers on Amazon but again there's there's areas where we're both invested in kubernetes ours is openshift there's a zk s so customers have a choice in that context yeah sorry is that in that context that there are some in the open-source community who view cloud as possibly a bit of a villain and certain things we've seen some some dynamics around some particular providers around the debt the database face I went I went name 50 particular players but we've seen some competitive moves in in that place so do you see cloud is it the villain or is it an enabler of open-source technologies well it's definitely an enabler now there's a complicated scenario and this like is it a villain which is how do we create sustainable communities and in the context where a technology is developed largely by one vendor and it's monetized largely by another vendor it's not going to be a very sustainable model so we just have to focus on how are we building technology together and building it in a sustainable way and part of that is making the contributions back into the community to help the project's themselves grow and thrive part of it is having a great diversity of contributors into the into the project and recognizing that business models change and you know the world evolves yeah that doesn't introduce an element of risk it's been around for a while that enterprise are a little bit concerned about open source oh well who's really behind this will this project or software still be here in six months that seems to be decreasing as as the commercial support for particular open source projects and initiatives come to me and we see the rise of foundations and so on that try to give a little bit of an underpinning to some of these projects particularly ones that are critical for the supportive of enterprise technologies do you see enterprises maturing in their view of open source do they do they see it as no no that we understand that this is definitely a sustainable technology whereas these other ones like yeah that one's not quite there yet or do they still need a lot of assistance in making that kind of decision I've been at it for a couple of decades so in the beginning there was a lot of evangelism that this is safe it's consumable by the enterprise it's not some kind of crazy idea to bring open-source you're not gonna lose your intellectual property or things like that those days I mean I'm sure you could find an exception but those days are largely over in this in the sense that open source has gone mainstream so I would say open source is one most large enterprises have an open-source strategy they consider open source as critical to not only how they source software from vendors but also how they build their own applications so the world has really really evolved and now it's really a question of where are you partnering with vendors to build infrastructure that's critical to your business but not your differentiator and where are you leveraging open source internally for your to differentiate your business I think that's a more sophisticated view it's not the safety question it's not is it is it legally you know that you're bringing legal concerns into the picture it's really a much different conversation and people in the enterprise are looking how can we contribute to these projects so that's really it's pretty exciting actually so so what do you think it is then in the maturation process then as it did is it in the adolescent years is it growing into young adulthood you said you've been at it for a long time and it's more acceptable but where are we you think on that in that arc you know what in terms of adapting or or adopting if you will that philosophy probably depends on where you are in the layer of the stack and so the lower you get into the infrastructure the more commonplace it is the closer you get to differentiated value and something that's really unique there's less reason to even build those applications as open source if it's only you consuming it you know pretty pretty broad spectrum there I think that in general we're in some level of adulthood it's a very mature world in the open-source communities and what's interesting today is how we change business models around deploying and consuming open source technologies and then a next generation of technology will be very data-centric data drives a whole set of questions there's policy and governance around data placement there's model training and model exchanging and where models come from data or the models open source is the data shareable you know that it sets a whole new wave of questions that I think in that context it's much earlier so that's our next interview by the way with Chris next time down the road thanks for the time as always really good to see you and I know you're you're awfully busy this week so we really do appreciate you carving out a little slice of time glad to do face press yeah thank this right over Red Hat CTO back with Justin and John live on the cube here at AWS reinvent 2019

la from Las Vegas it's the cube covering AWS reinvent 2019 brought to you by Amazon Web Services and Vinum care along with its ecosystem partners hello everyone welcome to the cube we're here live in Las Vegas for AWS reinvent 2019 I'm John Farrar your host is silicon Angles flagship the cube we're extract a signal noise leader in event coverage with day Volante my co-host and justin warren tech analysts Forbes contributor guru of cube host guys keynote for J&E jassie first of all I don't know how he does it he's just like continues hissing Marc loved the live music in there but a slew of announcements this is a reinvention of AWS you can tell that they're just essentially trying to go the next level on what the cloud means how they're gonna bring it to customers and you know they've been criticized for you know kind of nut I won't say falling behind I could say Microsoft's been probably praised more for catching up and it's been a lot of discussion around that the loss of the Jedi contract variety of enterprise wins Microsoft has the field Salesforce Google's just kind of retooling but Amazon clearly the leader with a little pressure for the first time in the rearview mirror they've got someone on their on their tail win and Microsoft's far back but this isn't a statement from from chassis and Amazon of okay you want to see the Jets we're gonna we're gonna turn on the Jets and blow pass everybody Jesse gets cocky self Justin what do you think yeah so a lot of signaling to enterprise that it's safe to come here it's this is where you can have everything that you need to get everything that you need done you can get all of it in one place so there there is a real signal there to say Enterprise if you want to do cloud there's only one place to do cloud enterprise customers they tried out some big names Goldman Sachs not a small enterprise they had all the classic born in the cloud but you know we put out this concept on I'm on our Silicon angle post called reborn in the cloud almost born-again enterprise you start to see the telegraphing of what their core message is which is transform just don't kick the tires and fall into the Microsoft trap go with em is on and transform your business model transform your miss not just run IT a better way than before well yeah I mean I'm impressed they got two CEOs the CEO of Goldman Sachs David Solomon the CEO of Cerner coming to the show it's kind of rare that the CEO of your customer comes to the show I guess the second thing I'd say is you know Amazon is not a rinse and repeat company at these shows although they are when it comes to shock and awe so they ticked the Box on shock and awe but you're right John they're talking a lot about transformation I sort of think of it as disruption here's what I would say to that Amazon has a dual disruption agenda one is its disrupting the horizontal technology stack and 2 its disrupting industries it wants to be the platform of which startups in particular but also incumbents can disrupt industries and it's in their DNA because it's in Amazon's DNA and I think it's the last thing I'll say as Amazon is the reach a Amazon retailers the you can buy anything here store and now to your point Justin Amazon Web Services is you can get AWS anywhere at the edge and a little mini data centers that they're built on outpost and of course in the cloud all right I want to get you guys reactions a couple things I saw and I want to just analyze the keynote one as we saw Jesse come out with the transformation message that's really more of their posture to the market you should be transforming we're gonna take Amazon as a center of gravity and push it out to the edge without post so kind of a customer company posture there on the industry then you had the announcements and I thought that the sage maker studio was pretty robust a lot of data and announcements so you had the transformation message a lot of core data and then they kind of said hey we're open we got open source databases we got kubernetes and multiple flavors a couple steers from the Twitter crowd on that one and then finally outpost with the edge where they're essentially you know four years ago Dave they said no more data centers in ten years now they're saying we're gonna push Amazon to the your datacenter so you know a posture for the company a lot of data centric data ops almost program and build I'm also DevOps feel to it what's your reaction to that I think the most interesting part for me was the change there was a bit of a shift there I think he made the statement of rather than bringing the data to the computer we want to bring the compute to the data and I think that's that's acknowledging reality that data has gravity and it's very difficult for enterprises particularly if you've already invested a lot in building a data Lake so being able to just pick that up and then move it to any cloud nothing let alone AWS just moving that around is is a big effort so if you're going to transform your business you have to kind of rethink completely how you address some of these issues and one of that would be well what if rather than let's just pick everything up and move it to cloud what if we could actually do something a little bit better than that and we can pick and choose what we want to suit our particular solution and your point Dave I think that's where Amazon strength comes from is it they are the everything store so you can buy whatever you want be at this tiny little piece that only five companies need or the same thing that everyone else on the planet needs you can come and buy everything from us and that's what I think they're trying to signal to an organization that says look if you want to transform and you're concerned that it'll be difficult to do we've got you we've got something here that will suit your needs and we will be able to work with you to transform your business and we're seeing you know Amazon years ago we wouldn't talk about hybrid and now they're going really all-in on hybrid and it's not outpost is no longer just this thing they're doing with VMware it's now a fundamental piece of their infrastructure for the edge and I think the key point there is the the edge is going to be one with developers and Amazon is essentially bringing its development platform to the edge without posts as the the underpinning and I like the strategy much much better than I like what I'm seeing from some of the guys like HP and Dell which is they're throwing boxes you know over the fence with really without a strong developer angle your thoughts I mean my my big takeaway was I think this is key knows about a next-generation shift on the business model but that's the transformation he didn't come out and say it I said it in my post but I truly believe if you're not born in the cloud or reborn in the cloud you'll probably be out of business and as a startup were to ask them of the VCS this question how do you go after and target some of those people who aren't gonna be reborn in the cloud to have the scale advantage but the data announcements was really the big story here because we look at DevOps infrastructure as code programming infrastructure we've seen that that that's of now an established practice now you start to see this new concept around data ops some people call it AI ops whatever but Dana now the new programmability it's almost a devops culture - data and I think what got my attention the most was the IDE for stage maker which kind of brings in this cool feature of what everyone was which is I want machine learning but I can't hire anybody and I got to make I got a democratized machine learning I got to make application developers get value out of the data because the apps need to tap the data it's got to be addressable so I think this is a stake in the ground for the next five to ten years of a massive shift from increasing the DevOps mission to add a layer making that manageable multiple databases he's totally right on that it's not one database if you want time series for real-time graph for you know network constructs it's pick your database you know that shouldn't be it inhibitor at all I think the data story is real that's the top story in my mind the data future what that's going to enable and then the outpost is just a continuation of Amazon realizing that the center of the cloud is not the end game it's just the center of gravity and I think you gonna start to see edge become really huge I mean I count ten into ten purpose-built databases now and jesse was unequivocal he said you gotta have the right database tool for the right job you're seeing the same thing with their machine learning and AI tools it's been shocking dozens and dozens of services each with their own sort of unique primitives that give you that flexibility and so where you can disagree with the philosophy but their philosophy is very clear we're gonna go very granular and push a lot of stuff out there I think there's two bits at play there that I can see you know I think you're right on the data thing and something that people don't quite realize is that modern data analysis is programming like it's code your data scientists know how to code so there was a lot of talk there about notebooks going in there like they love their notebooks they love using different frameworks to solve different problems and they need to be able to use for this one I need tens of flow for another one I might need MX net yeah so if you couple that that idea that we need to it's all about the data and you couple that with developers and AWS knows developers really really well so you've got modern enterprises lot wanting to do more with the data that they have the age or business problem of I've got all this information I need to process I need to do be out bi I need to do data analysis and you couple that with the Pala that iws has with developers I think it's a pretty strong story then you know in my interview with Jesse I asked him the question and I stole the line from Steve Moe Mulaney from aviatrix you take the tea out of cloud native it's cloud naive and I think what I've been seeing is a lot of customers have been naive about what cloud is and it's actually been buying IT and so they really don't are not sensitive to the capabilities message so I asked Jeff see I'm like you got these capabilities that's cool if you want to go to the store and buy everything or look at everything and buy what you want and construct and transform check no problem I buy that however some customers just want a package solution and Amazon has not always been great on having something packaged for customers so he kind of addressed that and this might be an Achilles heel for Amazon as Microsoft has such entrenched sales sales presence that they might be pushing a solution that frankly customers might not care about capabilities we did see one bit where there was a little bit of a nudge towards is fees and and systems integrators and I think that that really for me is there needs to be a lot more work done by Amazon there because that's what Enterprise me enterprise is used to dealing with systems integrators that will help them to use the raw materials that ados provides to solve that promote you said there are two segments of developers and customers one that wants all the low level building blocks and others want simpler faster results with abstractions aka packaging so they're going down the road but again they're not shy don't like hey we're just going to continue to build we're not going to try to move off our trajectory they're gonna stay with adding more power and frankly some digs at snowflake I fought with red shift and I thought the dig to the kubernetes community with we code our own stuff wink wink we don't have to slow down was a nice jab at the CN CF I thought because he's saying hey you know what we're not in committees deciding features which is the customers and implementing them so a kind of a jab well sure that's gonna rapid a I would say the snowflake is sort of a copycat separating compute from stores that's what snowflakes has been doing forever but he did take direct jabs at IBM Oracle and obviously Microsoft with with Windows so I like to see that you know usually Jessie doesn't do that it's good take the gloves so much so many announcements out there you got to go to silk and angled comm will have all the stories but one of the top stories coming into the reinvent that we didn't hear anything about but if you squint through and connect the dots on Jessie's keynote it is pretty evident what the strategy is and that's multi-cloud so I'll see multi-cloud is a word that Amazon is not using at all onstage as you can tell they don't really they're in well they're one cloud they don't really care about the other clouds but their customers do so guys multi cloud is a legit conversation how they get multi cloud is debatable acquisition sprawl by the end of the day multiple clouds is reality I think Jessie was kind of predicting and laying down some early narratives around the multi cloud story by saying hey we have more capabilities we're faster we're doing more stuff so I think he's trying to cede the base on the concept of hey if you want to go look at other clouds try to go apples to apples NIT that other than that he didn't really address at all multi-cloud what do you guys think about multi cloud yeah what it's pretty much that if you're gonna have multiple clouds at least one of them's gonna be AWS so they're gonna get some of your money if we came a bi can't get all your money I'll get at least get some of your money that's reasonable but I think part of the multi cloud conversation is that enterprises are actually trying to clarify their existing way of doing things so cloud isn't a destination it's not like a it's not a physical location it's a state of mind it's a way of operating things an enterprise that that's that's the transformation part that enterprises are trying to do so transform the way that they operate themselves to be more cloud like so part of the multi cloud piece I think that people are kind of missing is well it's not just Amazon or some of its competitors its existing on-site infrastructure and making that into a cloud which i think is where something like outpost becomes a really strong proposition and I've said a million times multiplied cloud is more of a symptom than it is a strategy that'll start to change they will see an equilibrium there you know right cloud for the right job but today it's a problem that CIOs are asked being asked to clean up the crime scene all right let's wrap up by summarizing the keynote each of you guys give me your take on I'll start I think this was a inflection point for AWS and Jesse in the sense of they now know they have to go the next gen loud it's Amazon enterprise it's data it's outpost it's all these things it's truly next-gen I think this is going to be all about data it's all gonna be about large-scale infrastructure and data scaling and with edge and outpost I think is really an amazing move for them in the sense that's gonna probably put in motion another five to ten years of continuing architectural reshipping and I think that if you're not born in the cloud or reborn in the cloud you're gonna be naive to the fact that you're not gonna have the capabilities to be success when I think that's going to be an opportunity for entrepreneurs and for companies pivoting into enterprises so I think this goes will go might go down as one of the most pax keynotes but I think it'll look back as one of the instrumental transitions for Amazon so I think he did a good job beginning and to rush 30 announcements in three hours marathon but overall I thought he did a great job I think I would agree Jesse always does a good job he's giving a message to you know CEOs as opposed to the CIO and he had two CEOs on stage I thought there was quite a gap between you know that message of transformation and then sort of geeking out on all the new services so there's still some work to be done there but I think it's a lot of developers in the audience I'm seeing them tell your boss to get on the train it's a very hard keynote to serve both audiences but so it's a start but there's a lot of work to be done there Justin yeah I agree with that I think this is probably one of the first keynotes maybe last year but certainly this year there's like AWS is very serious about enterprise and is trying to talk to enterprise a lot more than it ever has it still talks to developers but we didn't see anywhere near as much interesting in kind of the startup ecosystem it's like no no cloud is for serious companies doing serious work and I think that we're just going to see Amazon talking about that more and more and more because that's where all the money is yeah next-generation cloud new architectures all about the enterprise guys this is the cube opening day for three days of wall-to-wall coverage keynote analysis from Andy Jessie and Amazon Andy Jessie will be on Thursday at 3 o'clock we got a lot of top Amazon executives will who'll help us open and unpack all these to make mega announcements stay with us for more cube coverage and go to Silicon angle comm cube net for the videos be back back after this short break [Music]