>>live from Orlando, Florida It's the cue covering Microsoft Ignite Brought to you by Cho He City Welcome >>back, everyone to the Cubes Live coverage of Microsoft IC Night. 26,000 people were here. The cube, the middle of the show floor. It's an exciting time. I'm your host. Rebecca Night, along with my co host, Stew Minutemen. We're joined by Barbara Homans. She is the director. Global ecosystem strategy and micro ecosystem lead at HP Thank you so much for coming on the Cube direct from Munich. Yes, Rebecca. Glad to be here. So you have You have two Rolls Global Ecosystem Strategy and Michael Microsoft's ecosystem lead. Explain how those work and how they there is synergy between those two roles. Yeah, I mean, I started >>off with the Microsoft role, but what we figured out is that actually, the world is much bigger than just one alliance, and that's why we call ourselves the Ecosystem. So it's all about driving alliances from different partner speed as I speed Eyes V's or also smaller partners in different segments and build a whole ecosystem play. That's what I'm attempting to do. >>So how do HB and Microsoft worked together. So we've >>seen partnering for 30 years strong, strong relationship with Microsoft and really nice to see. Also today, you know some of the H p e solutions on stage and even deepening our partnership. We have several areas. Probably 34 I can talk about in the next few minutes on how we work together with Microsoft specifically. >>Yeah. So? So Barbara, You know, I think most of us remember back, you know, early if you're talking about windows and office and you know HP here what's now part of HP Inc? Not sure. As many people know about all of the places that H p e Partners, obviously on the server side, it makes sense. But Azure is something. And the Azure arc announcement Help us understand, you know, Azure stack and beyond. Where? HP. Ethan with Microsoft on the Enterprise side. >>Perfect. Absolutely. We have still in Microsoft. Oh, am business where we have actually service attached with licenses. That's not going away rights. We absolutely. It's a strong business class. We work very closely around sequel with Microsoft, and that's also worried this whole azure arc announcement fits in. But it's more than just a sequel right with this as your arc. For me, it's a announcement around deepening relationships. Both. We're interested in a hybrid strategy. I really like Thio here from Satya today. How important hybrid is for Microsoft and this announcement as your ark. That's in public preview now, right? Well, give somewhat details on that. So we'd love to work with customers on that we actually our part of the public review and if anyone is interested, love to hear from customers. Please come to me, Barbara Holman's and we'll hook you up and get into the program. It's really about the hybrid piece, right that we both worked >>in Barbara H. P. E. If my understanding plays on both sides of it, it's not just in the data center with some gear there, but as you said, there's a sequel. The application side, you know, hybrid HP, you know, plays across the board, >>Indeed, So I don't know if you know about HB is actually a expert MSP partner for Azure. We got that last year. We're very proud of what I think we're one of 50 world by its partners. That also means we can actually offer Manage Service's Migration Service is helping people to move to an azure based clout. And that actually came partially because off our position off CTP Cloud Technology Partners, but also read pixie in the UK, and there are no old part off our point. Next service is group, and so as such, we have numerous customers were actually helped into the public cloud. Help them to find the right place. Because if you don't know if you've seen the video from Eric Poodle, that was part of the announcement today as well around as your ark, this is all about finding the right mix off your applications, and this is where we work together and a perfect fit. >>What are some of the biggest challenges you're seeing from your cut from your customers in terms of how you might, how Azure Arc might be the solution for them >>so as your ark? It's hard to say at this >>stage, because I just really don't work for Michael >>Self. So, yeah, we have to ask these people. But again, what I understand division is really that way will be able to manage hybrid environments in a in a better way, and again, this is what HP You know, we have a lot off our tour, of course, but we also announce that our hardware, all of that, will be available as a service within the next two for years. So we're moving in that direction in addition to Azure. And I think this will help customers to take adventures in the end. But it's hard to say Right, So you on this. This is very new. At this stage, the odds are right >>and this is a Microsoft show, not on HP show, but I I read somewhere that you had done a talk. Fear no cloud with H. P m. Our company's afraid. I mean, how would you describe the atmosphere with the companies that you work with? I worked >>in the cloud space, but for the last 10 years or longer, you know, it was on different parts off the industry there and from the early adoption. Really. People looking into you know, should I trust my data in this specific with this cloud provider or which applications am I gonna move? And I think today people have lost the fear a little bit, but they still don't know what to put where and there's applications, you do not want to move in a cloud. There's others that you for your specific company, you don't want to move, and another company may do that. And that's what we're trying to help them, right? So don't you don't have to fear the cloud you can. Actually, we can help you to adopt it at your pace in your way and so that you take most of the advantage out of it. >>But Barbara would love to hear any color you could give from the joint HP, EA and Microsoft customers very much. The announcement today feels like it completely. It's an update on the hybrid message, but A B and Microsoft have been working together on solutions like Azure Stack for a number of years. So what? What's working well today? What do you think you know? This will mean down the road a CZ. Some of these solutions start start to mature even further. >>Maybe moving to another area that HB and Microsoft worked very well together is around the modern workplace practice, and in there we just had a really nice win with Portia thing, actually in Austria, but planning to roll this out no further than that, and h b E's team has helped them to move from the current applicator from the current environment. Thio up two dates. Microsoft 3 65 Environment There's em OD in the UK and it's fast twice if I can talk about M. O D on stage here and they said yes, another customer that we should help to move to a Microsoft 3 65 environment. So there's numerous customers that trust HP with Microsoft in moving their their information to the to the clouds. Yeah, that's one example Asha Stack we have. You know, there's several customers that hard won about ashes. Takis. Difficult to talk about the customers because a lot of them are in the government sector on. So you know, there's a few that we can talk about, but they're mostly service providers, but the really big names, unfortunately, we can talk about because of the conference shit Confidentiality. Yeah, >>trust is one of the things that we keep hearing so much of it about at this conference. Satya Nadella talked about it on the main stage this morning in terms of the relationship that you have and HP standing in the technology world. How do you feel trust with customers? And how do you make sure you are maintaining that? That bond of trust and also the reputation of being a trustworthy partner? >>Yeah, I think I love you know, I love Saturdays, Point on trust because that actually makes the difference between you. Just deliver hardware and you walk away. And this is probably coming back to Azure stack Hop, as it's called now, right? You know, we've been told actually by Microsoft that we've accomplished with the customers from a delivery from a You know, we don't just walk away and say Good luck with the equipment you're on your own really helped them thio and make sure it's working for them. So for me, that's the key that you can come back to a customer afterwards and the customer will actually have you in your office again. >>Well, Barbara, I think back for most of my career what one of the hallmarks of an H. P e solution Was that the turnkey offering we know from, you know, ordering through delivery through, you know, up and running. HP has been streamlining that you know, I think back my entire career cloud has been not necessarily the simplest solutions out there. So maybe give us directionally. How does HPD partner with Microsoft on dhe your customers toe make? I would easier as WeII go through this journey >>S O s aside. Whereas your expert MSP partner a such we have done several of course trainings with Microsoft. We make sure that our people are educated on it way have, you know, with red pixy in the UK it's now part of point next, but I love to say the name because people really associate still with this a specific, strong and trustworthy team. You really build up a very good practice with Microsoft. There's, you know, local deal clinics where we really work in the specific deal. Steal by deal on how we can make it better for the customer. So a lot off local engagement. But for me, that all happens in country. Write me at a global level. I can only help them and steered a little bit. But that's also for me trust. It's a person to person relationship that happens in country. >>And would you say there are big differences country to country in terms of how willingly trust you and and and then how long it takes to build that relationship. >>So I'm gonna get in >>trouble now with some of the country. >>No, I you know the >>somewhere, even your CEO. >>You know, it's no, I mean you and I personally lift in Canada for a while, and so for me, it's some people are harder, you know, you need to get to know them. But then trust is even deeper then some of the others. But I have to say, it's all we're I mean, we're, I would say, from all those who look at h p were really a global company, right? And from this goes from Japan, Thio South Pacific too. You know, many countries in Asia will be very successful with ashes, stack specifically and always in Europe, the Middle East, all the way to North America, South America. So, I mean, that's the nice thing about HPD, I would say for the customers as well that they really get a global view on DA, a global company that can trust. >>So you're here, Ed ignite from Germany. What are the kinds of conversations you're having. And what do you think you're gonna take back with you when you go back to the office next week? So the other piece >>and we have ah, quite big. Both hear it at the event, right? We have a very nice edge line 8000 with us, which is kind of a ruggedized us or a smaller version. It's kindof almost my hand back, kind of to carry along, which has caught a lot of interest from the customers. So just standing there, watching the customers, asking, What is it? Can you tell me more about it? Rest is, you know, I love the bus and I love the actually part of the Microsoft Advisory Council for inspired, which is the partner event, right? But I love the bus to see here what's what's going on and always like to see how other people what they do, what they what they do at these events and then just Microsoft. I think it's wonderful, wonderful company. The inspiration. The story today was just into end a great story with great customer stories as well. So she does to the Microsoft team. Well done. >>Congratulations. Your gear was highlighted in the keynote this morning, so I'm sure that's driving a lot of traffic through for people Thio CC the latest. >>I would >>hope Superdome flex was there and then the actual stick. Both of them were there. So we worked hard for that. Thank you, Michael Self, for giving us the opportunity to be present and the keynote today. Well, >>thank you so much for coming on the Cube. It was a pleasure having you on Barbara. >>Thank you, Rebecca. Thank you. Stupid. >>I'm Rebecca Knight. First to minimum. Stay tuned for more of cubes. Live coverage of Microsoft ignite.

>> live from Boston, Massachusetts. It's the queue covering your red. Have some twenty nineteen brought to you by bread hat. >> Well, good afternoon. Where you might be watching us here on the Cube. We are live in Boston. Is we wrap up our coverage headed toward the homestretch? You might say of Red had Summit twenty nineteen. Want was to Mittleman. I'm John Walls. And thank you for joining us here. We're now joined by Ah, Louise, right. Bower, who was the vice president and chief technical strategists and head of innovation lab at Dinah Trees. And always good to see you today. Thanks for being with us. Hello. Thanks for having me s O software intelligence that that's your your primary focus. You've got headquarters here in the Boston area back in Austria. Tell a little bit about it. You would, Dina Trace. And I guess first off, what this news this week has met to you in terms of the release is and then maybe what you're doing in general. You know what Dina Trace is all about? >> Yes. Oh, that phrase has been around for, like quite a time. Started out as an a P M. Company. like fourteen years ago have been reinventing ourselves over and over again on DH. So we move from the traditional monitoring approach. So the innovation we had in the very beginning when we launched the first product was really would be practical, pure passer. The ability trace and went that way a lot about facing racing, like becoming super cool for micro services. So it would be like the first teacher we could be burying, doing, tracing before it was cool, like forty, fifty years ago. And then I was were involving the product more, more Skilling into bigger and bigger environments. So what's bigger and bigger mean? I remember in the beginning when we were working on environments who we're talking about, like one hundred host has a big environment like five hundred told that that's a big environment today, we say, for even one hundred thousand toast. Okay, it's a big environment, but they can't get even bigger then. The massive change was really for us five years ago, where way implemented our entire product offering, built the new Dina trays, Mr Focus, that we realize that okay, it's data and between people date and having them analyzed data is nice, but it's only getting you so far. So the more complex the replication get, more data you get to analyze. And it's just more exponentially scaling how many people you would need to deal with this. And that's why five years ago, we started to incorporate a I into our new court platform, then for automatic problem analysis. That's also where we're not just BPM. That's just what we call like the Dogg Tools data on glass tools to show a lot of data. Do some analysis on top of it. But it don't help you, too, really resolve a problem. So we used build in the eye, and that automatic would cause analysis again. Next teacher doing Aye, aye ops, affordable school like five years ago. Andi. The latest evolution. We also so again, and not a change in the way people are using monitoring tools. Um, we've invested a lot into building out in AP eyes don't see monitoring tools like be the Martin still here and the application over there, but having them monitoring who being highly integrated into the fabric fire eyes. So we have, As of today, eighty percent of our customers are using the product also via reprise, but tying them into operational automation. What we heard even today in the keynote here about a ABS and Howie iop starts to control and manage that form. More is becoming the intelligence or the back plane behind a modern native stack. >> So we have Chris right on. Who was in the keynote this morning? Came on our program this morning, too, when we talked about just the rippling effects of distributed architectures. I look at my applications there, you know, going to micro service architectures. You look at where's customers data? Well, lots of stuff all over the clouds and sass, and that has a ripple. Effect it to your space. You know, I hear observe, ability monitoring, you know, hack even bring up, like, you know, the civilised world. It becomes a whole separate meeting. So Donna Trace has been going through a transformation. You know, give >> us a >> point check ins to you know, where your customers are, how you're helping them move through this modernization and, you know, move to distributed architectures where that fits in >> so that their customers we focus on mostly are like Fortune five hundred customers who we work with. And obviously they have everything that exists on the planet. When we talk about self for like even from the mainframe to cloud native to serve less, as you mentioned here. And they were in this transition process right now, like modernizing their applications, which, as a necessity, we all want to move fast. There we want therefore flexible architects is we want to build more enough innovative products but at the same time to realize that this is also a message business risk behind following this approach. Think about you in the role of the CEO and say where we're going to modernize our architecture. We're going to rebuild everything we platform and so forth. You can if you succeed. Everybody would say you had. Yes, you did what you had to do. I mean, sorry if you failed, you failed. It's s so for them, it's a It's a big risk to move down that route and retired to take that risk out of the process as much as possible. Really Starting, obviously was monitoring their traditional sex, as they have to today, but really supporting that along that entire journey to a cloud native architecture er, starting with what we referred to as our support for monoliths to micro service architecture's. So Theodore is basically you don't want to rip apart the replication and figure out how it's going to work in my purse services world. But we have to technology that's called smart scape smart. Skip Moelis bills a real time, all of your entire data center and old applications running into it. And it was virtually that sect. You're marvelous, you came. How would they look like in a microt services architecture without catching any codes and then making it work? So once you've done this once, you've decided to move there the next step? Obviously, yes, you could have rebuilt that application. Usually we see applications with micro services architectures being significantly Mohr complex or more distributed by the sign that a traditional that you might have Web server application, Teo Database Server. Now you might be talking about maybe two hundred micro services or more so twenty times ranges. Writer on this under under lower bound here, which means that your traditional operational approach up okay, it's either the database of observer. The application server doesn't work anymore. on top of this. You did all of this to deploy fast. Like for like, bi weekly releases, even maybe daily off, like a smaller granularity. So you were reading a lot of entropy to that system and you have to analyze way more data. Did he ever had to do before? And this is where we kind of getting to the level where theoretically humans could do it. But it would just take us too long where the Holy I ops capability come in where we let let the machines that a monitoring tto take care of it at that level. So we helping them to operation US thieves processes and then really supporting them along the whole journey, where every customer we talked like this vision. But we're also here today in the keynote of an autonomous cloud and with carbonated, we already made a great step in this direction, looking at the interest, actually, like today say, I need five replicas off this container. I don't know, given that it's does it open shift and specifically here, it's going to happen. But if we move to the application layer is a lot, that has to be done and it has to make it easier for people to do. And that's where we tied into the entire customers. Ecosystem toe, automate like their cloud environment and have actually built a practice around which we call autonomous cloud management that we have been working with with customers on to enable them to achieve this over time. But it's going to be a lot maturity there. >> Yes, I mean, so what it talked about that you know, a CIA autonomous cloud management. What exactly you know, is that and how are you bringing that to your customer >> base? Autonomous Cloud Management resulted out off two different areas. The first one was when we were implement re implementing our platform. What I mentioned before, one step for us was to move to the SAS platform, and we looked at all the operation practices that were around back then, you know, we don't want to tell the doc I really don't want to do it. Like having people twenty four seven look at dashboards, then goingto a wicky, then reading a description of how to fix the problem. If you're the engineer, that why why do we do this this way? Must make any sense. So we developed our own practice, which we referred to as no wops. I know it doesn't mean that you're not doing operations. That would be pretty crazy, but not doing this traditional Naga type of operation, sitting there staring at a screen twenty four seven and then mentally executing any operation. So we had our own practice that we've built around it and, quite frankly, which has spilled it because we needed it for ourselves, and then we kept talking to customers and partisan, he says. Really cool what you did there like, Oh, how did you do this? What's like yourself? Respect behind this and what does the practices? What do your process? What's the culture change? So we were engaging with some customers, and then we were seeing that some of our customers back then, even we're doing bits and pieces off. This isthe well because there's a lot of practice and a lot of knowledge around. How did the autonomous count management and at the same time that we talked about the other customers who not yet on a charity who definitely want to get there? But I'm not quite sure how to do it, and I don't want to figure it out themselves. So we thought, Okay, let's take all of these best practices that we have and build more or less a methodology around it. How to make this actually works like how to do this. We really broke it down into, like, individual sprints to distance sprint one that distance sprint to to really have the results within three months, six months, twelve months. Whatever the cases that you want to run on. And then we realised talking to customers. This by itself isn't still enough. So that's why we started to open up this to an entire ecosystem. So WeII brought ecosystem partners along, like working closely with read a lot of our companies, but also system integrators who can help us. We speak of projects because we as a company, our software companies were not a services are consulting company, and we do support customer that some of those engagement. But if you think of like a really Fortune five hundred company that's a multi approaches, it will keep hundreds of people busy. So to recap like built in methodology, we built ecosystem to deliver on that promise at scale. And now the last step was we were doing this. We also built like a reference architecture for it, and I was just in an eternal ideas. So how do we, like structure this building reference architecture and then realized Okay, It's kind of like super helpful for customers. So that is why we don't decided to open source this reference architecture this fabric as well, too, like the tires after community, so they can also use it. So technically, stability is three pieces. It's the methodology, it's the ecosystem. And it's like the reference architecture that you can work with to help you, Chief. Go. >> All right, um, tell us how your a I fit into this. I've heard some analyst firms are saying, you know, some of the next generation of your space could be a I ops. Do you consider yourselves moving in that direction, or do you have some counter view on that? >> I think today a lot of things ar e I upset my now b a i ops, and it's a very undefined goal. This mentioned earlier. We decided to have aye aye based algorithms as powerful platform five years ago and nobody back then was talking about the layoffs. Funny story. Some of our competitors even told us you can't use the eye for monitoring just like totally stupid that there are other companies that they were doing it. But again, so the whole industry is learning here. I think it's really about data analysis. If you look at, if you scare the bigger and bigger environment, you really have to look at the process off what human operations people are doing on. There's obviously some hard decisions that you have to take their have. You have to work with teams to resolve our problems. But the biggest portion is really data analysis interpretation, right and a lot of this can be put into, and a I component that doesn't What's the Dyna trees, eh? I does it more. This is like your saree in codes, so to speak, which is able to find what's broken in the education, what was related to an issue in the application and being able to automatically find the root cause. Very importantly, we're kind of like opinionated and how in a I for operational practices should be working because one thing you don't want it serious you want? Don't want it happening. Iop system tell you well, you should. We start this service because some neural and that were told to do so. That's a building, a lot of confidence. That's why our approach is really tio follow. Like what we call a deterministic a pia a sari. And hey, I did it able to explain back to the user White came to a certain conclusion. So why should their we sort this herb is west of the rollback, this deployment or why that's the I b. Believe that if I fixed this problem, then like the bigger problem will be solved. So that's our approach, Teo T. I actually started like, roughly four years ago, five years ago, even a bit more than that on you. And I think that have a lot of experience, really rolling it out its scale and seeing it will help people because the next the ultimate next question, without always Scott Wass. If you wanna know what the problem is, why don't you fix it? And that's exactly the conversation you want to have, maybe just briefly at here, because it usually comes up okay, f a I and isat replacing people's jobs? I don't think so. We also heard it in the keynote today from Chris. It's augmenting our capabilities. There's hard decisions that you have to take, but just going through tons and tons of data. It's not going to your isn't very often when we talked at operations team or almost every time. First of all, you can't hire enough people anyways to get all the old done that's on your plate. Secondly, um, just by the amount of data and the time that I had to react. It's just long with a human understanding scenario way. Do this demo on self healing, often application. Where were deployed, something broken into production and have it being rolled back and we can do fifty one seconds. No human can do it that fast. That's just what pure, softer automation can do for you. So I think that then you can focus on other areas and more important, new project with us people in on the off space. What's what the three projects that you want to work and you never have time to work out and usually come up with the list. Yet this is what we give you back that time to work on exactly the things that move your business forwards. You >> said fifty one seconds. You've never seen Stew in action. You still have a lot of confidence. >> Well, we we love the machine, enhance human intelligence. You're definitely We could all use those machines to help us all get away from the drudgery and be able to do more. >> Always safe travels. Thanks for being with us. Headed back to Austria. Say, hide all your folks back in Austria, right There always is on his way home on his way to the airport. Thank you for being with us here on the Cube. Thanks. Appreciate the time our coverage continues here. Red hat some twenty nineteen. You're watching the cube?

>> fly from San Francisco. It's the Cube covering Google Cloud. Next nineteen, right Tio by Google Cloud and its ecosystem partners. >> Welcome back to the cues live coverage Here in San Francisco, this is day two of Google Cloud. Next twenty nineteen cubes. Exclusive coverage. We're in the middle of the show floor. All the action Aquino's are still going on a little bit over. I'm John for David Law student and kicking off, breaking down the keynote analysis. Also breaking down Post Day one. All the action in the evening, where all the parties are all the action on alway conversations. Dave's to picking off day to day one was setting the table. New CEO on stage Date date. You gets into the into the products really about data data. I machine learning's all aboutthe data cloud data, and we're seeing a machine learning data management. Smart analytics say Aye and machine learning and collaborations. The four themes of Today Google. Clearly using data has a key value proposition. Big table, Big Queary machine learning the G A support for auto ml for tables, big announcements, your thoughts >> Yes. Oh, John, I think answering some of the things that we brought up yesterday is when When Google puts out their vision of why they should be your partner of choice, like customers choose way thought that data and I and M l would be let read upfront. So they kind of buried the lead a little bit. And, you know, question we had coming this week is and they reclaim that really thought leadership that, you know, a couple years ago, You know, data. You know, they really that G technical science stuff is what Google was really good at. So I thought they laid out some really good things. I think everybody was, you know, impressed. To see there was good diversity of customers as well as all the Google me. There were a lot of the women of Google that you've written about John here showing their sewing their chops here. So a lot of pieces to go through and everything from the G sweetened the chromebooks and sick security and privacy is something I like to talk a little bit about when we get into it here. But quite quite a lot of use that day. Today I at the center of it >> and one of the power Women dipped to use the big table you see and think we're all that stuff, Dave with >> big steam Us on the Kino also was B I with a II B. I think we've covered that do space going back to our ten years of doing the tube. It's the promise of Do Remember those days. Do came from Google about Eric. The emergent Borden works and do this kind of small little sliver of the ecosystem into Google's now showing what was once the promise. Big data. They're giving demos democratizing. Bring in for the masses. Wait stories on silicon engels dot com outlining this, But the reality is there. Now remember hitting the road with promise of big data? Now, with Cloud really changed the game? Your bosses, you've been covering this from Day one? >> Well, I think that there's no question that this is a date, a game, WeII said early on John on the Cube. That big data war was going to be one in the cloud. Data was going to reside in the cloud. And having now machine intelligence applied >> to that data is what's giving companies competitive >> advantage at scale and economics I was struck by the stats that Google gave >> at the beginning of the Kino today. Google in the last three years has spent forty seven billion dollars >> capital expenditures. This year to date alone, they've spent thirteen billion dollars in Cap Xidan Data Centers. Thirteen billion. It would take IBM three and a half years to spend that much in cap back there would take Oracle six years. So from an economic standpoint, in the scale standpoint, Google, Microsoft, Amazon are gonna win that game. There's no question in my mind. So, John, you know it is a game of scale and data and I What do you think? First >> of all, Google, they got the Cuban aunties two of the white paper. They wrote that they did commercialized communities in a way that I thought was really excellent, well executed. I like a Jew where they left out on the side of the road. You got picked up by a Cloudera Michaels and memorable Jeff. I'm a Wagner. We saw what happened do communities. It is true that up. They basically put it out there in the open source system, the way they get behind Ciencia really positive there. On the data front, Google's got so much in the tool shed all across Google from day one. Their legacy is data data driven, large scale. They built software and systems to manage data at scale at a hole on president. Well, I think that they have their well ahead of the marketplace on the technology that our inside Google proper Google Cloud will be proper alphabet, whatever you wanna call it. Self driving cars question for Google is, Can they bring it to get there? They >> need to hire a team of people, just >> go out and just get it all >> together, pull the jewels together and put it into a coherent platform. That's kind of the tea leaves that I see that we're reading here. Is that Curry and pointed down the keynote. We got tons of technology. The question is, can they pull it together in a package and make a consumable addressable programmable programing, FBI's? We've seen that movie that's happening right now. The next level of innovation for Google is, can they make data programmable? This is going to be a ten year opportunity. If they get that right, they will win. Big move the ball down the field to see Amazon going big on stage maker. It's all about data data, analytics at scale, auto machine learning. These are the tell signs do data program ability. They got all the things. Can >> they bring it to bear? >> Yeah, Well, John, one of the things I saw it got a lot of people excited is if I have, You know, I'm a G sweet. Customers were geese sweet customers, and I'm using spreadsheets. Now I can use Big Query with that. So the power of analytics and big data be able to plug that right in, make it really easy. And what's interesting is trying to squint through. You know what was kind of the Google consumer side of the house that many of us know. And if used for for lots of years versus the Enterprise G sweet chromebooks and mobile? Well, you know, under Diane Green, it was Google Enterprise, and now it's all part of Google Cloud. Just when we talk about Microsoft, it's like, Well, is it azure or is it au three sixty five? Well, it was a G sweet words. Is it Google and one that I want to, you know, get get your guys comment on is they talk about privacy way. No, Google as a whole alphabet is You know what, ninety five percent plus ad revenue and they were very strong out here is that we do not own your data. We will not sell it to a third party. Privacy, privacy, privacy. And it's great to hear them say that. But way all interacted work with Google. We know all the cloud providers. The data is an important thing. When I do Aye aye and ml type activities. I need to be able to anonymous isat and leverage it train on it. So data privacy issue is still something that, you know, I heard what they said, but you know, there's got to be some concerns. >> There is another angle here that I'd like to talk about, and that's the database. Google, Amazon, Microsoft, Oracle, IBM, Mike Attention, Alibaba. All the big cloud guys. They want your data. That's why Amazon spending so much effort on the database market. That's why you don't see Oracle having such a dominant position in database. You like Google's announcement yesterday they were basically doing a backhanded slap but Amazon, saying, We're more open. They didn't deal with Mongo. There's a lot of discussion in the community of software community about how how Amazon, obviously Bogart's open source. But But if you if you look, it's something that's true if you look at Amazon, they basically taken a lot of open source products. It built their own databases. But if you look at Google, Google's got relational databases. They got non relational databases. They got operational databases. So I wonder out loud, Is this a Trojan horse strategy? Because they need to own your data that databases so important now that I think that is I talked to one noise that yesterday was a executive VP at Oracle, and he said to me that the cloud providers basically looked at the data base as another application to run on top of servers in virtual machines, >> he said, Were Oracle we integrate, you know, they do all the exit data stuff, etcetera. So my point is, database is the war to be won. That's where it starts. And if you're going to go away, I you want to have the data proximate to the application. Well, >> I mean there's two ways to look at that day. I would say that what might take on >> the database war or a position in the stack is you look out from the old way the new way the old way would be an oracle. Well, we got to preserve the database. We license that we have the license agreements. The new way is to change the game with automation. Like what? Google showing where all this stuff is gonna be done on behalf of the customer. So the business model of how database and the impact of data is being used well dictated my opinion, the monetization. And that's the question that everyone that I've talked to on the show floor offline on email, on direct messages, how we're gonna make money with containers, how we're gonna make money with Cooper Netease. How am I going to make money with data? This is the fundamental question. Now, if you look at the success pattern of the partner ecosystem, moneymaking is about new economics, new price points and new services. So if you're Deloitte or you're a censure, you're saying wow of goo could automate all the stuff that used to be really hard to do, like data migration, moving application were close around. That was once a high profit yield activity for this system integrators or selling databases like Oracle. That's the old way. The smart partners are essential, saying, OK, I'LL take the new economics where all that cost is distracted away by the automation. And I'll lower my price point but still capture the margin margin. Opportunity for cloud is significant, and this is where the smart money is going. The smart monetization schemes are around leveraging what Google and Amazon are doing at scale and shifting their business model. Take advantage of the lower cost but then lowering the price not as much, so they still capture the margin. So this's the immigration, and these are things that were like months and months project going. Data migrations to Melrose projects are like could be months. So smart money is saying Okay, how dowe I make money on this. It's not the old way. So this classic you know what side his treaty on old way or new way that's going to define who wins and who loses >> weight. By the way, I mean it. Sue Ellen >> license selling database license, for instance, is an old way. Well, essentially, it was Ramadan. Amazon does databases of service. What is the license by as you go? But you don't have, You >> know, the Oracle sells a zit buys you go to mean they play that same game. To me, it's more about when it comes to database. It's more about workloads. How much of the world needs acid property databases? Because that's oracles game versus how much of the world needs you no less database data store for for Lex structure data. And that's really I think, what Google and to a certain extent, Amazon are betting on. Although both companies, especially Amazon, is making a bet on both transactional data bases and non relationship, I >> mean in the ideal world database would be free from the margin get shifted to another spot. That's not clear yet, but still it can make money on database but lower caught in lower price. So Google makes money at scale, so with clouds scale, they can lower the price of the database like this, whether it's it's a service or some fee. But it's the people implementing, like the integrators and the people that are building applications as they build that agility. And how are they going to monetize? How does a company out in this floor make money? >> I just remember data stacks and probably like twenty twelve. I was talking to Billy Bob's worth the CEO about the merits of being in the US marketplace, and he said, You know, I'm a little nervous about that. What do you think, Dave? Do you think? Do you think they're gonna like, own me at some point in time and compete with me? So And that's what Google's announcement yesterday said is, You know, you're our friends, we're not going. They don't really come out and say, We're not going to compete with you They just basically said We are more open than aided us without mentioning a W S >> s. So it's interesting, you know, I've only had a little bit of a chance to walk around, but it's a different ecosystem, then Amazon. I remember six years ago, when we first went to Amazon. It was like game developers and all these weird start ups that I couldn't understand what they do. And now it's like, you know, like VM world, but bigger with just that. A broad ecosystem here, you know, there's a big section on collaboration. I went toe Enterprise connect a couple of weeks ago, talking about contact centers and see a lot of the same companies here heard five nines mentioned on stage zooms. Here, you know howto they plug into Google Cloud hurt sales force talking very devout Contact center. So it's a diverse ecosystem, but it's different than than Amazon, and there's not and Amazon. There's always that underlying, you know thing. Oh, is Amazon going to take over this business here? You know, I haven't heard that concern at this show. Well, >> I mean, the bottom line is that there's a shift in the economics and his model technology back in the database. Question. The fact that Mongo D. B. Was once forecast to go out of business. Oh, Amazon's going kill Mongo Devi that dynamo d B. Google's got databases. The fact the matter is, there's no one database anymore. Every application at some level has a database. So if you think about that, then you're gonna have a a new model where everything's has a database and the database is going be characterises on the workload in application. So I do agree with that point. Question is, it's not mutually exclusive one database license for all versus databases everywhere. So if databases air everywhere, then the connective tissue becomes the opportunity. That's where I think you see somebody's data playing technologies with Cloud very compelling, because I can move data very quickly around, and that's where the machine learning really shines. That's going to be a latent see question that's going to be a data integrity question. This is the new model. This is what horizontal scale ability means in the cloud, not by Oracle database. And we're good. This is It's kind of that game is that game is slowly moving into the oblivion. >> Well, I think you know, I think Amazon would say, Hey, if you're a database vendor, you gotta innovate or because we're not going to stop innovating. Whereas I think Google's message to the database vendors is somewhat different is, you know we want to partner with you, and maybe that's because they're not coming from a position of enterprise strength. But that ice I'm sensing, too, apparently different strategies. I just don't know what the end game is. And I believe the endgame is on the data. >> The tell sign on the databases of the developer, right? If I want to run a document store because that's best for my Jason or my my feeds from using Sage, eh, John? A lot of drama script. I'LL use document store. I want to use a relational database. I'll use a relational David So the ideal world does not have to develop are forced into a tooling and database decision that data >> mongo changed its licensing policy as a direct result of what Amazon was doing. So they made their community edition Ah, licence terms more restrictive if you follow that. So what? They said anybody, any cloud service provider that distributes the our community edition has to open source their entire software stack associated with distributing that, or they got to pay us. So basically saying you have to pay an open source tax or you gonna pay us we'LL be looking very interesting change in their database. One of >> the one the announcements here on the day two was the data fusion thing, which essentially means tell sign as well that fusion data moving data integrating Data's a critical thing. Pray ay, ay, ay and machine machine learning in a eyes only as good as the data that it's working with. So the data is, if his missing data saying a retail transaction, you potentially missing out on an opportunity to better user experience. So address ability of data. Having that accessible is a critical feature for machine learning, an a I and again, it's garbage in garbage out relatives of the data equation. High quality data gets high quality machine learning. High quality machine learning is high quality. I. So let's do that's that's kind of cloud offers with large compute large horizontal scale ability. >> Well, I said yes, and I said yesterday was kind of disappointed. It wasn't of talk about a I will. Google certainly made up for that today, didn't they? Still, >> Yeah, sorry was their questions >> were what was your favorite keynote moment today? >> Look, it was it was good when they actually let a couple of customers go up there and talk was that was a little bit disappointed that, you know, some of the sessions field a little bit too scripted for my take, but they laid out a lot of pieces there It takes a little wild, uh, you know, squint through all of the adjustment, you know, and all the changes that they have their I'm still digging through, like on the Antos. We talked about it quite a bit yesterday, but, you know, had some good conversations afterwards. They've got the cloud run announcement that's coming out this afternoon. But But, you know, digging into that open source discussion that you were just talking about from the database is something that I have a lot of interested. I'm glad we're actually right had on today will get their opinion as to, you know, they know a thing or two about open source and communities. And how does something like open shift fit with aunt those? They can work together, but it's not a owe it. Everything works back and forth If I'm p k s if I'm open shift or from you know, the geek based Antos, it's not seamless, and it sure ain't free you >> for not customers so weird from UPS. Scotiabank Baker Hughes McCasland heard from Cole's yesterday. So it's pretty high level senior people from the customer side speaking on stage, which is progress in the C e >> o of ups. I thought was great. He really laid out, You know, the scale of their business and how they grow. >> All right, guys, we got dates. You were kicking off here on the show floor here in San Francisco for Google Cloud next twenty nineteen. They never got it all day. And every day, two of three days, a live coverage. Stay with us as we kick off a full day of great interviews. Executives, entrepreneurs and ecosystem parties here at Google next stay with us for more after this short break.

>> Live from San Francisco. It's the cube covering IBM thing twenty nineteen brought to you by IBM. >> Welcome back to Mosconi North here in San Francisco. I'm student like co host David Dante. You're watching four days of live wall to wall coverage here at IBM. Think twenty nineteen. Happy to welcome back to the program first time in her new role. And she's also moved back to David, my home area of the Boston Massachusetts F area. Stephanie Sherice, who's now the vice president and general manager of Red Hat Enterprise. Lennox Business Unit. That red hat Stephanie. Thanks so much for joining. >> What's my pleasures to It's great to be back with you both. >> All right, Stephanie, be back. You know, I happen to notice quite a few IBM. Er's obviously know you. We've had you on our program and many of the IBM shows in the past. So tell us, what's it like being back at one of the Big Blue shows? >> No, it's great. It's great. As you know, I somewhat grew up at IBM might. I had seventeen years. I know so many people in the thing you miss most is in the network. So it's been it's a great opportunity to be here. Catch up with old friends, Talked to new colleagues. Great. What brought >> you to Red hat? I mean, like, you say, long career at IBM, and it was obviously prior to the acquisition, so you didn't know that was coming? What was the lore? >> So I'd say a couple of things clearly, as you know, I became a student of the Lenox Space while I was in while I was at I B M in the Power Systems unit. So fascinated for what Lennox has taught the industry about. I always say Lennox Lennox taught the world how development is meant to be done through open source in the innovation of a community. So that was a thrilling aspect for me to join. Also, I think I truly believe in the open hybrid, multi cloud strategy that Red Hat has had actually for years. Now. I think open source is all about choice and flexibility. It's what Lennox provides and moving forward their strategy around having a management portfolio, having a Cooper Netease platform all built upon being able to consume Lennox wherever and however you want it, I believe in the strategy. So it's been really exciting, and having the rail aspect is fantastic. >> So, Stephanie, you're right. You own that. Really? The core of red hats business. You know, Red Hat Enterprise Lennox, You know, we've been covering this space heavily for years, and everything that redheads doing comes back to, you know, that Lennox Colonel and there Ah, lot of people don't really understand that. The business model say it's like, Oh, well, you know, red hat cells free and, oh, that's a service model and things like that bring us inside your business and what's exciting and dynamic and happening in that space. >> It's It's such an incredible time. I couldn't ask for a better job, but I love the linen space for a couple of things. As you look at all the things that are changing in the industry today, I always say to customers, you may not know the applications. You'll run next year in three years, in five years, you may not know where you'll want to run them. What you do know it's they'll run on Lennox, right? It's the fastest growing operating system in the industry today. It's number one choice of developers. So, as you look to see, what can you do to prepare for the innovation Its pick your Lennox and Red hat has done an incredible job of making a consumable. If you look at the hundreds of thousands of packages out there, an open source, you take that you pull it into. Really, I feel what well delivers bread had. Enterprise Lennox delivers is an ecosystem. It's a trusted ecosystem. We test the team does an incredible job of testing a breadth of hardware, everything from, you know, X eighty six systems to power systems. Dizzy, too, you know, in video G, D G X. So way test all of that and then all the way up to the applications. We pull that ecosystem with us now, our goal is to be able to provide that anywhere. So you take that capability whether you do it. Bare metal, virtual machine, public cloud, private cloud. Now you move into containers. You know, everything we do in rail translates overto open shift. Whether you consume it as a private cloud and open stack or containerized in open shift, all of that ecosystem follows through. So it really is. When I look at is the bedrock of the of the entire portfolio for red hat, and we really are at Enterprise software company Today we pull in management with things like answerable and satellite. You pull all that together. Automation of the storage portfolio. It's just such an exciting time. It's a real transition from going from a no s company and building >> upon that. >> I mean truly an enterprise software company from multiple clouds. >> So I was talking about more about that because open shift gets all the buzz. Ostensibly, it was a key linchpin of the acquisition that I being made. Well, What's the connection between between rail and the rest of red hats? Portfolio. Maybe you could connect those dogs. >> That would be so, as you look at, and I'm an infrastructure person for a long time, as you know, and coming from the infrastructure up space, most was purchased from an infrastructure of you for many years. Now. It's all about how you consume the applications and the infrastructure comes in and feeds it from an application. Space containers are amazing, right? They bring that incredible flexibility started. Stop it, move it lifted, shifted Everything. Thing is, from an application perspective, it's simple. From a Lennox perspective, it's actually much more complicated, you know, in the days of bare metal or even V EMS. Quite clean cut between your systems, your operating system. You're hyper visor in your application. Once you move into containerized worlds, you've split up your Lennox. You have user space in your container. You have Cooper netease making ten times the number of calls to the colonel space that the hyper visor ever did. Much more complicated. So as you move into that space of Kou Burnett ease and containers and orchestration, you know, you really want someone who knows Lennox because the clinic space is more complicated, bringing simplicity from a container and application >> performance management, security changes >> Absolutely automation. So really is as we look at the portfolio, we have a You know, we believe strongly in the customer experience, we deploy with rail that trusted ecosystem. In order to be able to take that into a container world, we need to be able to get access into the user space into the coup. Burnett ease and into the colonel because they're so intimately twine entwined. So as we transition that open shift is the way we delivered, we build upon the same rail. Colonel, we used the user space. >> So, Stephanie, like you, I'm an infrastructure person. And, you know, my background is in, you know, the OS. And, you know, down that environment, there's been a wave of, you know, just enough operating system. How do we slice these up? I look of Cora West, which read, Had acquired was originally a We're going to slim down, you know, the colonel and make things easily. Where's the innovation still happening? Lenox And, well, you know why is still Lin It's going to be relevant going forward. You talked about, you know, containers, things like server list all threatened to say, Oh, well, you know, my application development person shouldn't have to think about it. But why is it still important? >> Yeah. So you know whether things I love about my role is with the position that red hat has in the industry with rail. And, you know, we have Ah, we have a approximately fifty thousand set of that fifty thousand customers who use rail and trust us. So as we look at how we drive innovation, I love the ability to kind of help redefine what an operating system is. And you know, certainly we bring added value did in real seven and now we have the relic beta out. So we're continuously adding things. We added in a few things about consumption base. We added app streams which separates out the ability to update your user space at a different rate in pace than your core. A court sort of based level which allows you to do faster updates in your user space. Continue on your core. Run multiple versions of your user space. It's a fantastic way to pull an innovation faster. We've also done a number of things with our capabilities around taking that first step into container ization, including tools like Build a pod man scope EOE so that within the operating system itself you conduced those based kind of capabilities for container ization. That first step. And then when you need orchestration, you can move over to open ship. So there's a ton of innovation left in the operating system. Security is core to everything we do. S o the innovation around security remains a constant were in the typical open source fashion. We've released the Beta here in November. We're gathering great feedback. We have about one hundred and forty high touch beta customers who were working hand in hand with to get feedback. And we're looking forward to bringing rally to market >> What? One of the big pieces of feedback you're getting a lot of people excited about in terms of Really. >> Certainly everyone looks to us for their security. So that's been that's been a great place for us. We had work to do on making it easier to consume as we continue to drive things with developers. And we have a new portal that's allowing sort of a single user space view those kinds of consumption. Things are very important today because, as you said, you want skills to be easily transferrable. Easily updated s o A lot of the consumption based things we've been >> working on, >> um, as well as thie tooling? >> Yeah. You talk about that skill set that's one of the biggest challenges in a multi cloud world is if I'm going to live in all these iron mint, what's the same and what's different communities is only a small piece. But Lennox is, you know something that's transferrable. What are you seeing? What are you hearing from customers in that regard? >> Yeah, I think, and that's one thing. We're working hard to try and make sure that you know, I think like when you when you buy a house, right, you can buy a house. You could buy an apartment building in Pine Office building. What doesn't change is the land underneath. You need that land to be stable, and you know you can build whatever you want on it. And that's how we view our lennox consuming anywhere you want. It's always secure. It's always stable in multiple public clouds. I think really it's the flexibility when I look at that pull open hybrid cloud space, customers aren't looking to buy a product. They're looking to establish a relationship with someone who's going to provide them what they need to do today on their mission critical applications but have the flexibility going forward to take them where they want to go. They may pick Ascent one public cloud today. They want to move it in two years and three years to a different public cloud. It's establishing that relationship to be able to consume that Lennox, preserve those skills but have the flexibility. And tomorrow >> Red has made a number of storage acquisitions recently. Obviously, the tight relationship between the operating system and the I O how do you look at that space? The opportunity, You know, the TAM talk a little bit about the storage moments >> we have so clearly we have our storage division. We've been working very closely with them to build up capabilities. Largely, you'll see it with open shift. The container ization and storage management within containers is tricky business. So as we pulled together the collaboration between our storage unit as well as our container unit, that's providing real capabilities for that ease of consumption. How do you bring the storage with the container deploys. My team has worked very closely with the management team as you pull in the management aspect with things like automation and management satellite capabilities, answerable is an amazing tool. Amazing tool. In fact, we've pulled in things like system rolls directly into the operating system so that you can set up things like networking. You. Khun, set up storage with answerable playbooks in a much simpler way. That's allowing us to get that ease of consumption. It is about, you know, David's fully about being able for us Tow leverage the portfolio. How do we allow clients to take the journey using Lennox from everything from bare metal and VM out to container ization, Pull in multiple clouds, get the storage features and functions and get the automation and management. >> So, Stephanie, you would looked at and partnered with Red had quite a bit before you had joined the company. What surprised you coming inside the company? Is there anything but being on the inside now that you look back here like, Wow, I didn't expect that or was different than what I had seen from the outside. >> You know, I think what I think, what I love and surprise me a bit was the passion of open source. You know, you look at any company from the outside and and certainly as a student from the outside, you look at the business and how the business is doing and how it's growing in his study. All of that, Well, you don't get to see from the outside is the open source passion of the developers who I get to work with every day. I mean, they just they understand the market. They do it as a hobby on the weekends. It's it's It's just unbelievable, right? I love being I'm up in Westford is, you know, with all the developers, it's great. >> So I'm gonna ask you a lot of talk about the culture, you know, between Red Hat and IBM. You you've been in both camps. Now what do you thoughts in the culture >> s O? You know, I think when I look at the culture, I love the culture at Red Hat. As you know, I've been in many places at IBM and multiple divisions and multiple units. There's a lot of autonomy between the business units at IBM from my own experience. And there's so many people I miss working with colleagues at IBM that, you know I worked in and head with, and WeII brought amazing things to mark it. So I look forward to working with them again. You know, I always look for those groups that are passionate, and there's a lot of passionate IBM is I miss working with. So I look forward to bringing that back >> seventy one to give you the final word. We know. You know Jim Whitehurst has got a president and he's doing later today. I believe Red Hat has a has a good presence there, tells Red Hat here it think. What should be people be looking >> for? Yeah, I think so. Clearly, there's a lot of buzz and excitement about what both Red Hat and IBM Khun do together for the open hybrid cloud. I come at it now from a full Lennox perspective, and I couldn't be more excited about what Lennox is going to deliver for innovation and for customers to consume an innovation as we pull in and look, look to all these discussion that will happen with Jim and Jeannie on stage today, it's it's great. We'll be able to take what Red Hat has done and scale it now with the help of IBM, so very excited about the future. All right, >> Well, Stephanie, we really appreciate your sharing. Congratulations. You're going >> to see about thanks for the time. >> So we still have, you know, about three more days left here at IBM Thinking, of course, the Cube will be at Red Hat Summit twenty nineteen, which is back in Boston, Massachusetts, for Dave A lotta arms to minimum. Thanks for watching the cue