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Wendy Moore, Trend Micro & Geva Solomonovich, Snyk | AWS re:Invent 2020


 

>> (narrator) From around the globe. It's theCUBE. With digital coverage of AWS re:Invent 2020. Sponsored by Intel, AWS and our community partners. >> Welcome to theCUBE virtual. Our coverage of AWS re:Invent 2020 continues. I'm Lisa Martin. Got a couple of guests joining me next. Wendy Moore the VP of product marketing from Trend Micro is here and Geva Solomonovich Global Alliances CTO from Snyk. Wendy and Geva, It's great to have you both on the program today. >> Thanks for having us. Great to be here. >> Hi, thanks for having us. >> Last year we were probably all crammed in Vegas together. Here we are virtually but it's great that we're still able to connect. So lot has gone on since we were all at re:Invent in Vegas last year. Wendy, let's start with you from a security perspective there's been a growth in open source vulnerabilities that have impacted enterprises globally. Talk to me about what you're seeing there. What's going on? >> Yeah. Well. I think everybody in this audience recognizes the rapid shift to the use of open source in development teams. And what we've seen alongside that is a rapid increase in the number of vulnerabilities that are showing up in open source software. So that means that vulnerabilities that can be exploited and cause damage to your company's application, reputation and your customers, are on the increase out there. >> And a number that you sent over was two and a half X growth in open source vulnerabilities in the last year. Has that number gone up during the pandemic? >> So I'm not sure if the vulnerabilities have gone up during the pandemic, but we've definitely seen an increase in exploitation of vulnerabilities. There's so much in the news about ransomware incidents in healthcare targeting pharmaceutical organizations, and most of those are taking advantage of vulnerabilities. Not necessarily in open source, but some of it is definitely happening in open source. >> Now we've been talking about the rise in ransomware for awhile, and it's all... The numbers and types of companies and healthcare organizations like is it schools, governments, for example lot of vulnerabilities being exploited that's for sure. >> So Geva let's go over to you. Talk about from Synk's perspective. The impact on businesses and how can you guys help. >> And then I'll put in a few insights there. on the open source risk. Wendy talked about it as well. Why is it growing? One of course is open source tuition usage is growing. So of course it bulges, the amounts of vulnerabilities is growing and the amount of exploits. But when you look at it from a hacker's perspective, attacking is an ROI based activity. Hackers want to spend their hacking hours where they're more likely to get our reward, be able to get that ransom or steal the data or do whatever they can. And open source actually makes it much easier for them than a lot of these other alternatives. One, the source is open. So just finding a vulnerability is much easier than trying to find the vulnerability in proprietary code. Two, there's like a market for these exploits and companies even like need for chapter. One of the byproducts of that is you can just go and feel the vulnerabilities out there and pick the ones that you want to try to exploit. But three, which is really the most critical piece is that if you do find the juicy vulnerability in a very popular open source package, the amount of companies you can attack is not one, is thousands or tens of thousands because that's precisely what makes the popular open source packages popular. It's being used broadly and so if you spend this effort to develop an exploit and then you can send it like there just across the world to 10 thousands of companies you're more likely to be successful. And that's what's driving a lot of the hacker attention into the open source vulnerabilities and that's why the growing. >> So it's a low cost high reward for those hackers. Wendy what are some of the ways that organizations can protect themselves from this? >> Well, one of the best ways to protect themselves against exploitation of vulnerabilities and against vulnerability showing up in their code is to actually analyze their code and scan it looking for vulnerabilities. And the best possible place to do that is actually in the code repository. So before code is ever packaged up and deployed it actually gets caught really early. So it's all about shifting security left. But some of the challenges with that is that you know the code repository, Tory and the code and open source has largely been the domain of DevOps and the developers and security who is tasked with managing the risk of the organization has little to know visibility into what vulnerabilities might exist. So something that's a growing part of an enterprise risk profile the security team doesn't really see. And that's a big gap for most organizations. >> So in terms of that visibility being essential, sounds like maybe even a cultural gap there. Geva what are your recommendations? We, you know, we talk about SecOps, we talk about DevOps. Is the solution DevSecOps or SecDevOps? >> I mean, all these partners are definitely helping there but you kind of need to break it down and understand what their problems, which is what Wendy was articulating. Why you have these traditional security teams have all their traditional tools. They look at mostly and let's call it the IC type security. Then you have this entire new category of risk which is lets say open source risk, but it's just inside the code repository inside a GitHub repo or somewhere, or they completely have no visibility into. And what that causes is one has to have a conversation with the developers who are those who are convenient to pick those vulnerabilities, remove them from the code. And, but to also, just from the mind ensuring that in our location it's hard for you to protect something that you don't have visibility into which causes opensource security to be possibly under provisioned in your entire a security fence. As you're looking at the security risk. And as we are talking about solution, so one of the movements we've seen with DevOps, where you know engineering team and IT teams have come together to have a shared ownership of the results of deploying these applications. In production now you expand out into DevSecOps. It's okay to actually make this work. We need to have a shared responsibility model where both developers step up to take some ownership and the traditional security each step up to understand what the developers are doing, build tools to make it easier for them. And ultimately I think Wendy nailed it on the head. She said the best way to protect yourself is actually to remove the vulnerable line of code from your application, not wait for it to be deployed and try to put some blocks in there. >> All right. So Wendy how are Trend Micro and Snyk working together to resolve that challenge that you guys just described? >> Yeah, we'll Trend Micro and Snyk have been working together for over a year now. And we came out with an initial offering and now we're coming out with a new offering that is really focused on basically delivering that code scanning ability right in the code repository. And through Trend Micro's Cloud One platform, we are delivering this as a service to the security operations team so that they get visibility of anything that Snyk finds in the code repository. And they can take action from there. So Trend Micro's Cloud One security services platform basically equips cloud builders with a whole bunch of different types of technologies to satisfy their different infrastructure requirements. So we've got things like workload security application security, network security, a number of different take types of security tools. And this just brings another security tool to the security operations team and the DevOps team so that they can basically extend their visibility and their security controls back to the code repository. >> Geva what are some of the impacts that you're seeing. So for obviously besides wanting to find those vulnerabilities faster as when you talk about shifting left. Give me some examples of some customers that you were working with maybe in the first iteration and what the impact has been. >> The impact is the... what, sorry, can you repeat the question? >> Yeah. Impact of your technologies together? You said that there's a new offering coming up but talk to me about some of the impact that these customers are making. >> Yeah. Okay. Sorry. Thank you for repeating the question. And so this joint product is very cunning from a multiple perspective. So one, it's going to be delivered inside the Cloud One platform, which Wendy just talked about. You asked before what is the impact of COVID? And one of the big impacts has been on the financial stress. Every company in every, every vendor is having. And so just the ease of managing less vendors and less tools and less places to procurement is of high value for every organization Just in terms of efficiency of operations. And just being able to acquire this new product on an existing platform where there are already consuming security tools. That by itself is amazing value. And number two, we're taking again... We're taking a technology which is a cloud native, it's a modern technology. And that's typically has been outside of the purview of a traditional security team and making it accessible to them in a place where it's easy for them to try out and they can, you know, start small and grow from there. They don't have to make a big commitment to get going. And more importantly, it's giving them visibility into this important technology that they didn't have before. >> So Wendy this is all intended at bridging that gap? I'm just curious, like if we take a peek inside, what this enables SecOps to do what it enables DevOps to do. What were some of the feedback that you're hearing from customers about those teams coming together and actually being able to work very collaboratively with that shift left actually being able to be done? >> Yeah. I mean, you know, if you talk to... There's some organizations who do this really well. They're very mature and their security operations teams and their DevOps teams work very closely together collaboratively, excuse me. And they also understand each other's needs. So they're able to insert tools into the security pipeline that don't slow DevOps down but also meet the needs of the security team. Whereas we see some other organizations where Dev is at one side of the pipeline and you've got security at the other and they don't tend to converse or meet. And those are the organizations where there tends to be more challenges. So the idea with this new solution is it's going to give the security team visibility of basically the scale and scope of their open source situation. So that they've actually got some data to go have conversations with the DevOps teams and start going in that direction of making those teams work more seamlessly together. I mean, you used the term DevSecOps before, some organizations that's a very real situation. Others still have a long way to go. And we think this is a great first step to bring those teams together. >> Fostering long-term friendships I'm sure. Just talk to me about the go to market, Wendy. How are you guys going to market together? Trend Micro and Snyk selling direct channel? What is it like? >> So this is actually going to be a Trend Micro Cloud One offering. So we jointly developed it with Snyk but it's going to be Trend Micro who is selling it. And we go to market a number of different ways. AWS marketplace is a big channel to market for us And this will be available for purchase there. When it becomes available in January. And also, we also work very closely with channel partners as well who also participate in AWS marketplace. >> So what are some of the things that you're expecting to customers to be able to take advantage of around the time of re:Invent and into early 2021? >> Yeah. I really encourage customers to visit our page on the AWS re:Invent platform. We're going to have all kinds of exciting demos there. You can go learn more about this new offering that we're delivering jointly developed with Snyk. And you can also ask about how you can sign up for early access to this new offering. So highly encourage you to go check that out. >> Excellent, early access is always nice to be a beta tester and really get that symbiotic relationship. >> Geva last question for you is as the Global Alliances CTO I imagine your customer conversations in the last year have changed dramatically. Talk to me about some of the things that you really think like in terms of like exposing vulnerabilities. Let's talk about exposing opportunities that that Snyk is helping organizations do so that they can not just keep the lights on during this very unprecedented time but actually be winners of tomorrow. >> Yeah, I think again at the heart of the DevOps movement and why it's been successful it's reducing that feedback loop between writing some codes, getting it to production in the hands of customers, getting the feedback from them and rinse and repeat and starting that loop. And those who have it, the faster you can get to market faster and can deliver value faster ultimately are the winners. Now, one of the things we've seen with the COVID is a lot of the this outbound activity has been going down. People have been going less to events and need to look more internally and how you can become better as an organization. And you've actually seen an increase in the investment of a digital transformation and cloud journeys and stuff like that. And one of the... One of kind of the traditional inhibitors that's going fast and all in into the cloud is the loss of control of the traditional security teams on the application development. Where now people can, you know... deploy hundreds of times every application to the cloud a day. And what we've seen is that they come to Snyk or to companies like ours, so we can secure those new modern development life cycles and give the security feedback to the developers as they're building the applications and give the security teams the visibility into those pipelines and application domain. So they have a sense that they're not losing all the control they used to have. They're still getting visibility into those application development and actually allowing their organizations to go faster because of it they can sign up to and be doing the technologies and actually increase the speed of going to the cloud. >> Yeah and that's critical because as we, you mentioned as we've been talking about for months now that the acceleration of cloud adoption, the speed of digital transformation it's one of those things that's challenging to do. You've got to have visibility. Period. In order to facilitate that. And if it's another thing that you kind of were describing Geva as that visibility provides that sense of control or trust, and that's also huge for not just a business to catch vulnerabilities but for teams the DevOps teams, the SecOps teams to be working together in a highly collaborative way. Do you agree Wendy? >> Absolutely. And the beautiful thing is this sets that up This tool. So it allows them to work together very collaboratively but it also sets up that visibility. So that down the road there could be even further automation into that process. Because you know, the whole purpose of DevOps is to take the people out of it. Right. So, but in order... You need to set up those processes to begin with. So this is a first step in terms of setting up that automation and visibility amongst those two teams. >> Excellent. And can you say one more time Wendy where prospective customers can go to learn more and become a early adopter? >> Yeah, absolutely. So visit our Trend Micro page at the AWS reinvent platform. And there you'll be able to learn much more about the offering and also learn how you can access the early adopter program. >> Excellent. You guys thank you so much for joining me on the program today. Sharing what Trend Micro and Snyk are doing together and how you're helping organizations cross-functionally be successful. We appreciate your time. >> Thank you, Lisa. Appreciate it. >> Thank you so much. >> My pleasure. For my guests, I'm Lisa Martin and you're watching theCUBE virtual. (upbeat music)

Published Date : Dec 2 2020

SUMMARY :

(narrator) From around the globe. It's great to have you both Great to be here. Talk to me about what you're seeing there. in the number of vulnerabilities And a number that you sent over and most of those are taking advantage and it's all... So Geva let's go over to you. and pick the ones that you want So it's a low cost Tory and the code So in terms of that and the traditional security each step up that you guys just described? and the DevOps team of some customers that you were working can you repeat the question? but talk to me about some of the impact and less places to procurement is to do what it enables DevOps to do. of the security team. the go to market, Wendy. but it's going to be Trend Micro on the AWS re:Invent platform. and really get that of the things that you really think like and all in into the cloud the SecOps teams to be working together So that down the road can go to learn more and also learn how you can access for joining me on the program today. Thank you, Lisa. and you're watching theCUBE virtual.

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Wendy Mars, Cisco | Cisco Live EU Barcelona 2020


 

>>Live from Barcelona, Spain. It's the Cube covering Cisco Live 2020 right to you by Cisco and its ecosystem partners. >>Welcome back, everyone to the Cube's live coverage Day four of four days of wall to wall action here in Barcelona, Spain, for Cisco Live. 2020. I'm John Furrier with my co host Dave Volante, with a very special guest here to wrap up Cisco Live. The president of Europe, Middle East Africa and Russia. Francisco Wendy Mars Cube Alumni. Great to see you. Thanks for coming on to. I kind of put a book into the show here. Thanks for joining us. >>It's absolutely great to be here. Thank you. >>So what a transformation. As Cisco's business model of continues to evolve, we've been saying brick by brick, we still think big move coming. I think there's more action. I can sense the walls talking to us like Cisco live in the US and more technical announcement. In the next 24 months, you can see you can see where it's going. It's cloud, it's APS. It's policy based program ability. It's really a whole another business model shift for you and your customers. Technology shift in the business model shift. So I want to get your perspective this year. Opening. Keynote. Oh, you let it off Talking about the philosophy of the business model, but also the first presenter was not a networking guy. It was an application person. App dynamics. Yep, this is a shift. What's going on with Cisco? What's happening? What's the story? >>You know, if if you look for all of the work that we're doing is is really driven by what we see from requirements from our customers to change, that's happening in the market and it is all around. You know, if you think digital transformation is the driver organizations now are incredibly interested in, how do they capture that opportunity? How do they use technology to help them? But, you know, if you look at it, really, there's the three items that are so important it's the business model evolution. It's actually the business operations for for organizations. Plus, there people, they're people in the communities within that those three things working together. And if you look at it with, it's so exciting with application dynamics there because if you look for us within Cisco, that linkage off the application layer through into the infrastructure into the network. And bringing that linkage together is the most powerful thing because that's the insights and the value our customers are looking for. >>You know, we've been talking about the the innovation sandwich, you know, you got data in the middle and you've got technology and applications underneath. That's kind of what's going on here, but I'm glad you brought up the part about business model. This is operations and people in communities. During your keynote, you had a slide that laid out three kind of pillars. Yes, people in communities, business model and business operations. There was no 800 series in there. There was no product discussions. This is fundamentally the big shift that business models are changing. I tweeted provocatively, the killer wrap in digital business model. Because you think about it. The applications are the business. What's running under the covers is the technology, but it's all shifting and changing, so every single vertical every single business is impacted by. This is not like a certain secular thing in the industry. This is a real change. Can you describe how those three things are operating with that can >>sure. I think if you look from, you know, so thinking through those three areas. If you look at the actual business model itself, our business models is organizations are fundamentally changing and they're changing towards as consumers. We are all much more specific about what we want. We have incredible choice in the market. We are more informed than ever before. But also we are interested in the values of the organizations that we're getting the capability from us as well as the products and the services that naturally we're looking to gain. So if you look in that business model itself, this is about, you know, organizations making sure they stay ahead from a competitive standpoint about the innovation of portfolio that they're able to bring, but also that they have a strong, strong focus around the experience, that they're customer gains from an application, a touch standpoint that all comes through those different channels, which is at the end of the day, the application. Then if you look as to how do you deliver that capability through the systems, the tools, the processes? As we all evolve, our businesses have to change the dynamic within your organization to cope with that. And then, of course, in driving any transformation, the critical success factor is your people and your culture. You need your teams with you. The way teams operate now is incredibly different. It's no longer command and control. It's agile capability coming together. You need that to deliver on any transformation. Never, never mind. Let it be smooth, you know, in the execution they're all three together. >>But what I like about that model and I have to say, this is, you know, 10 years of doing the Cube, you see that marketing in the vendor community often leads what actually happens. Not surprising as we entered the last decade, there's a lot of talk about Cloud. Well, it kind of was a good predictor. We heard a lot about digital transformation. A lot of people roll their eyes and think it's a buzzword, but we really are. I feel like exiting this cloud era into the digital era. It feels, really, and there are companies that get it and are leaning in. There are others that maybe you're complacent. I'm wondering what you're seeing in Europe just in terms of everybody talks digital, every CEO wants to get it right. But there is complacency. Their financial services said Well, I'm doing pretty well, not on my watch. Others say, Hey, we want to be the disruptors and not get disrupted. What are you seeing in the region? In terms of that sentiment, >>I would say across the region, you know, there will always be verticals and industries that slightly more advanced than others. But I would say that the bulk of conversations that I'm engaged in independence of the industry or the country in which we're having that conversation in there is a acceptance off transfer. Digital transformation is here. It is affecting my business. I if I don't disrupt, I myself will be disrupted and we challenged Help me. So I You know, I'm not disputing the end state and the guidance and support soon drive the transition and risk mitigated manner, and they're looking for help in that there's actually pressure in the board room now around a what are we doing within within organizations within the enterprise service, right of the public sector, any type of style of company. There's that pressure point in the board room of Come on, we need to move it speed. >>Now the other thing about your model is technology plays a role and contribute. It's not the be all end. All that plays a role in each of those the business model of business operations developing and nurturing communities. Can you add more specifics? What role do you see technology in terms of advancing those three years? >>So I think, you know, if you look at it, technology is fundamental to all of those fears in regard. Teoh Theo innovation that differentiation technology could bring the key challenges. One being able to apply it in a manner where you can really see differentiation of value within the business. So and then the customer's organization. Otherwise, it's technology for the sake of technology. So we see very much a movement now to this conversation of talk about the use case, the use cases, the way by which that innovation could be used to deliver value to the organization on also different ways by which a company will work. Look at the collaboration Kate Capability that we announced earlier this week of helping to bring to life that agility. Look at the the APP D discussion of helping the link the layer of the application into the infrastructure of the network to get to root, cause identification quickly and to understand where you may have a problem before you actually arises and causes downtime many, many ways. >>I think the agility message has always been a technical conversation. Agile methodology, technology, softer development, No problem check. That's 10 years ago. But business agility is moving from a buzz word to reality. Exactly. That's what you're kind of getting. >>Their teams have. Teams operate, how they work and being able to be quick, efficient, stand up, stand down and operate in that way. >>You know, we were kind of thinking out loud on the Cube and just riffing with Fabio Gori on your team on Cisco's team about clarification with you, Gene Kim around kind of real time. What was interesting is we're like, Okay, it's been 13 years since the iPhone, and so 13 years of mobile in your territory in Europe, Middle East Africa mobility has been around before the iPhone, so more advanced data privacy much more advanced in your region. So you you you have a region that's pretty much I think, the tell signs for what's going on North American around the world. And so you think about that. You say Okay, how is value created? How the economics changing this is really the conversation about the business model is okay. If the value activities are shifting and being more agile and the economics are changing with SAS, if someone's not on this bandwagon is not an end state discussion, very. It's done Deal. >>Yeah, it's But I think also there were some other conversation which, which are very prevalent here, is in the region so around trust around privacy law, understanding compliance. If you look at data where data resides, portability of that data GDP our came from Europe has pushed out on those conversations will continue as we go over time. And if I also look at, you know, the dialogue that you saw, you know, within World Economic Forum around sustainability that is becoming a key discussion now within government here in Spain, you know, from a climate standpoint and many other areas >>as well. David, I've been riffing around this whole where the innovation is coming from. It's coming from your region, not so much the us US. We've got some great innovations. But look at Blockchain. Us is like, don't touch it pretty progressive outside United States. A little dangerous to, But that's where innovation is coming from, and this is really the key that we're focused on. I want to get your thoughts on. How do you see it going? Next level? The next level. Next. Gen Business model. What's your What's your vision? >>So I think there'll be lots of things if we look at things like it with the introduction. Introduction of artificial intelligence, Robotics capability five g of course, you know, on the horizon we have Mobile World Congress here in Barcelona a few weeks time. And if you talked about with the iPhone, the smartphone, of course, when four g was introduced, no one knew what the use case where that would be. It was the smartphone, which wasn't around at that time. So with five G and the capability there, that will bring again yet more change to the business model for different organizations and capability and what we can bring to market >>the way we think about AI privacy data ownership becomes more important. Some of the things you were talking about before. It's interesting what you're saying. John and Wendy, the GDP are set this standard and and you're seeing in the US they're stovepipes for that standard California is gonna do want every state is gonna have a difference, and that's going to slow things down. It's going to slow down progress. Do you see sort of an extension of GDP, our like framework of being adopted across the region, potentially accelerating some of these sticky issues and public policy issues that can actually move the market forward? >>I think I think that will because I think there'll be more and more if you look at this is terminology of data. Is the new oil What do you do with data? How do you actually get value from that data? Make intelligent business decisions around that? So, yeah, that's critical. But yet if you look for all of ours, we are extremely passionate about where's our data used again? Back to trust and privacy. You need compliance, you need regulation. And I think this is just the beginning off how we will see that >>evolving. You know, when you get your thoughts. David, I've been riffing for 10 years around the death of storage. Long live storage. But data needs to be stored somewhere. Networking is the same kind of conversation just doesn't go away. In fact, there's more pressure now to get the smartphone. That was 13 years ago, before that. Mobility, data and Video. Now super important driver. That's putting more pressure on you guys. And so hey, we did well, networking. So it's kind of like Moore's Law. More networking, more networking. So video and data are now big your thoughts on video and data video. >>But if you look out the Internet of the future, you know what? So if you look for all of us now, we are also demanding as individuals around capability and access of. That's an Internet of the future. The next phase. We want even more so they'll be more more requirement for speed availability, that reliability of service, the way by which we engage in we communicate. There's some fundamentals there, so continuing to grow, which is which is so, so exciting force. >>So you talk about digital transformation that's obviously in the mind of C level executives. I got to believe security is up. There is a topic one other. What's the conversation like in the corner office when you go visit your customers? >>So I think there's a There's a huge excitement around the opportunity, realizing the value of the of the opportunity on. You know, if you look at top of mind conversations around security around, making sure that you can make taint, maintain that fantastic customer experience because if you don't the customer go elsewhere, How do you do that? How do you enrich at all times and also looking at market? Jason sees, you know, as you go in a new tour at senior levels, within, within organizations independent of the industry in which they're in. They're a huge amount of commonalities that we see across those of consistent problems by which organizations are trying to solve. And actually, one of the big questions is what's the pace of change that I should operate us on? When is it too fast? And one is one of my too slow and trying to balance that is exciting but also a challenge for a company. >>So you feel like sentiment. There's still strong, even though we're 10 years into this, this bull market you get Brexit, China tensions with US US elections. But but generally you see sentiment still pretty strong demand. >>So I would say that the the the excitement around technology, the opportunity that is there around technology in its broader sense is greater than ever before. And I think it's on all of us to be able to help organizations to understand how they can consume and see value from us. But it's a fantastic times, >>gets economic indicators way. So >>I know you >>have to be careful, >>but really, the real I think I'm trying to get to is is the mindset of the CEO. The corner office right now is it is that we're gonna we're gonna grow short term by cutting or do we going to be aggressive and go after this incremental opportunity? And it's probably both. You see a lot of automation in cars >>both, and I think if you look fundamentally for organizations, it's it's the three things helped me to make money, how to save money, keep me out of trouble. So those are the pivots they all operate with on, you know, depending on where an organization is in its journey, whether they're start up there in the middle, the more mature and some of the different dynamics and the markets in which they operate in a well, there's all different variables, you know? So it's it's it's mixed. >>Wendy, thanks so much to spend the time to come on. The Cube really appreciate great keynote folks watching. If you haven't seen the keynote opening section, that's good. Second, the business model. I think it's really right on. I think that's gonna be a conversation will continue. So thanks for sharing that before we look. Before we leave, I want to just ask a question around, What? What's going on for you here in Barcelona? As the show winds down, you had all your activities. Take us in the day in the life of what you do. Customer meetings. What were some of those conversations? Take us inside inside. What? What goes on for you here? >>I tell you, it's been an amazing It's been amazing few days, So it's a combination of customer conversations around some of the themes We just talked about conversations with partners. There's investor companies that we invest in a Cisco that I've been spending some time with on also spending time with the teams as well. The definite zone, you know, is amazing. We have this afternoon the closing session where we got a fantastic, um, external guests who's coming in is going to be really exciting as well. And then, of course, the party tonight and will be announcing the next location, which I'm not going to reveal now. Later on today, >>we kind of figured it out because that's our job is to break news, but we're not gonna break it for you to have that. Hey, thank you so much for coming on. Really appreciate. When any market in Europe, Middle East Africa and Russia for Cisco she's got her hand on the pulse and the future is the business model. That's what's going on. Fundamentally radical change across the board in all areas. This is the Cube, bringing you all the action here in Barcelona. Thanks for watching. >>Yeah, yeah,

Published Date : Jan 30 2020

SUMMARY :

Cisco Live 2020 right to you by Cisco and its ecosystem I kind of put a book into the show here. It's absolutely great to be here. In the next 24 months, you can see you can see where it's going. And if you look at it with, it's so exciting with application dynamics there because if you look for us within You know, we've been talking about the the innovation sandwich, you know, you got data I think if you look from, you know, so thinking through those three areas. But what I like about that model and I have to say, this is, you know, 10 years of doing the Cube, So I You know, I'm not disputing the end state and the guidance and support soon drive the transition What role do you see technology in terms of advancing those So I think, you know, if you look at it, technology is fundamental to all of those fears in regard. I think the agility message has always been a technical conversation. Teams operate, how they work and being able to be quick, So you you you have a region that's pretty much I think, the tell signs for what's going on And if I also look at, you know, the dialogue that you saw, How do you see it going? intelligence, Robotics capability five g of course, you know, on the horizon we have Mobile World Congress Some of the things you were talking about before. Is the new oil What do you do with data? You know, when you get your thoughts. But if you look out the Internet of the future, you know what? What's the conversation like in the corner office when you go visit your customers? You know, if you look at top of mind conversations around security So you feel like sentiment. the opportunity that is there around technology in its broader sense is greater than ever before. So but really, the real I think I'm trying to get to is is the mindset both, and I think if you look fundamentally for organizations, it's it's the three things helped me As the show winds down, you had all your activities. of course, the party tonight and will be announcing the next location, which I'm not going to reveal now. This is the Cube, bringing you all the action here in Barcelona.

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Wendy Pfeiffer, Nutanix | Qualys Security Conference 2019


 

>>from Las >>Vegas. It's the cues covering quality security Conference 2019 Bike. Wallace. Hey, welcome back It ready? Geoffrey here with the Cube were at the Bellagio in Las Vegas. It's actually raining outside, which is pretty odd, but through the desert is happy. We're here at the Kuala Security Conference. Been going on for 19 years. It's our first time here. We're excited to be here, but we got a really familiar Gaston. She's been on a number of times that Nutanix next, conferences and girls who code conferences, etcetera. So we're happy to have back Wendy Pfeifer. She's the C I O of Nutanix and as of August, early this year, a board member for quality. So great to see you. >>Nice to see you again, too. So it's raining outside. I'll have to get out. >>I know it's pretty, uh, pretty cool, actually. School coming in on the plane. But let's let's jump into a little bit from your C I, Oh, roll. We're talking a lot about security and in the age old thing came up in the keynote. You know, there's companies that have been hacked, and then there's companies that have been hacked and don't know it yet, but we're introducing 1/3 type of the company. Here is one of the themes which is that you actually can prevent, you know, not necessarily getting hacked, but kind of the damage and destruction and the duration once people get in. I'm just curious from your CEO >>hat. How >>do you look at this problem? That the space is evolving so quickly? How do you kind of organize your your thoughts around it? >>Yeah, for me. First of all, um, it starts with good architecture. So whether it's our own products running or third party products running, we need to ensure that those products are architected for resilience. And that third kind of company, the Resilient company, is one that has built in architecture er and a set of tools and service is that are focused on knowing that we will be hacked. But how can we minimize or even eliminate the damage from those hacks? And in this case, having the ability to detect those hacks when their incoming and to stop them autonomously is the key to HQ Wallace's play and the key to what I do as CEO at Nutanix, >>right? So one of the other things that keeps coming up here is kind of a budget allocation to security within the CEO budget on. And I think Mr Clark said that, you know, if you're doing 3% or less, you're losing, and you gotta be spending at least 8%. But I'm curious, because it to me is kind of like an insurance story. How much do you spend? How much do you allocate? Because potentially the downside is enormous. But you can't spend 100% of your budget just on security. So how do you think about kind of allocating budget as a percentage of spin versus the risk? >>Well, I love that question. That's part of the art of being a C i O A. C. So, you know, first of all, we have ah mixed portfolio of opportunities to spend toe hold to divest at any one time, and I t portfolio management has been around for 30 years, 40 years, almost as long as some of the people that I know. However, um, we always have that choice, right? We're aware of risk, and then we have the ability to spend. Now, of course, perfect security is to not operate at all. But that's about that's, you know, swinging too far the wrong way on Dhe. Then we also have that ability, maybe to not protect against anything and just take out a big old cyber security policy. And where is that policy might help us with lawsuits? It wouldn't necessarily have help us with ongoing operations. And so it's somewhere in the middle, and I liked some of the statistics that they share today. One of the big ones for me was that companies that tend to build resilient worlds of cybersecurity tend to spend about 10% of their total I t operating budgets on cyber security. That makes sense to me, and that reflects my track record at Nutanix and elsewhere, roughly in that amount of spending. Now you know, checking the box and saying, Well, we're spending 10% on cybersecurity doesn't really buy us that much, and also we have to think about how we're defining that spend on cyber security. Part of that spend is in building resilient architectures and building resilient code. And uh, that's sort of a dual purpose spend, because that also makes for performance code it makes for scalable, supportable code, et cetera. So you know, we can do well by doing good in this >>case. So again, just to stay on that beam permit, it went. So when you walk the floor at R S. A. And there's 50,000 people and I don't even know how many vendors and I imagine your even your I T portfolio now around security is probably tens of products, if not hundreds, and certainly tens of vendors again. How do you How do you? You kind of approach it. Do you have trusted advisors around certain point solutions? Are you leveraging? You know, system integrators or other types of specialists to help? You kind of sort through and get some clarity around this just kind of mess. >>Well, all of us actually are looking for that magic discernment algorithm. Wouldn't it be great if >>you could just >>walk up to a vendor and apply the algorithm? And ah ha. There's one who's fantastic. We don't have that, and so we've got a lot of layers of ingest. I try to leave room in my portfolio for stealth and emerging technologies because generally the more modern the technology Is the Mauritz keeping pace with the hackers out there and the bad guys out there? Um, we do have sort of that middle layer that surround the ability for us to operate at scale because we also have to operate these technologies. Even the most cutting edge technology sometimes lack some of the abilities for us to ingest them into our operations. And then they're sort of the tried and true bedrock that hopefully is built into products we consume. Everything from public Cloud service is to, uh, you know, hardware and so on. And so there's this range of choices. What we have to dio ultimately is we use that lens of operations and operational capability. And first of all, we also ensure that anything we ingest meets our design standards and our design standards include some things that I think are fascinating. I won't go into too much detail because I know how much you love this detail. But you know, things like are the AP eyes open? What is integration look like? What's the interaction design look like? And so those things matter, right? Ultimately, we have to be able to consume the data from those things, and then they have to work with our automation, our machine learning tools. Today at Nutanix, for example, you know, we weigh like toe. I'm happy to say we catch, you know, most if not all of any of the threats against us, and we deal with well over 95% of them autonomously. And so were a living example of that resilient organization that is, of course, being attacked, but at the same time hopefully responding in a resilient way. We're not perfect knock on wood, but we're actively engaged. >>So shifting gears a little bit a bit a bit now to your board hat, which again, Congratulations. Some curious. You know, your perspective on kind of breaking through the clutter from the from the board seat Cos been doing this for 19 years. Still relatively small company. But, you know, Philippe talked a lot about kind of company. Percy's me industry security initiatives that have to go through what are some of the challenges and opportunities see sitting at the board seat instead of down in the nitty gritty down the CEO. >>Well, first of all, um, quality is financially a well run responsible organization and one of Philippe and the leadership teams. Goals has always been toe operate profitably and tow. Have that hedge on DSO. What that means is that as consumers, we can count on the longevity of the organization and the company's ability to execute on its road map. It's the road map that I think is particularly attractive about Wallace. You know, I am who I am. I'm an operator. I'm a technologist. And so although I'm a board member and I care about all dimensions of the company, the most attractive component is that this this road map in those 19 years of execution are now coming to fruition at exactly the right time. For those of us who need these tools in these technologies to operate, this is a different kind of platform and its instrumented with machine learning with a I. At a time when the Attackers and the attacks are instrumented that way as well as as you mentioned, we have a lot of noise in the market today, and these point solutions, they're gonna be around for a while, right? We operate a messy and complex and wonderful ecosystem. But at the same time, the more that we can streamline, simplify on and sort of raised that bar. And the more we can depend on the collected data. From all of these point tools to instrument are automated responses, the better off we'll be. And so this is, Ah, platform whose whose time has come and as we see all of the road map items sort of coming to fruition. It's really, really exciting. And it's, you know, just speaking for a moment of someone who's been a leader in various technology companies in the security and, you know, technology space for some time. One of the most disappointing things about many technology startups is that they don't build in that that business strength. Thio have enough longevity and have enough of a hedge to execute on that brilliant vision. And so many brilliant ideas have just not seen the light of day because of a failure to execute. In this case, we have a company with a track record of execution that's monetized the build out of the platform, and now also these game changing technologies are coming to fruition. It's it's really, really exciting to be a part of it. >>So Wendy, you've mentioned a I machine learning Probably get checked. The transfer of a number of times 85 times is this interview. So it's really interesting, you know, kind of there's always a lot of chatter in the marketplace, But you talked about so many threats coming in and we heard about Mickey noticed. Not really for somebody sitting in front of a screen anymore to pay attention, this stuff. So when you look at the opportunity of machine learning and artificial intelligence and how that's going to change the role of the CEO and specifically and security when if you can share your thoughts on what that opens up >>absolutely s so there's kind of two streams here I'd love to talk about. The first is that we've had this concern as we've moved to Public Cloud and I t that i t people would be left behind. But in fact, after sort of ah little Dev ops blip where non i t people were writing code that was them consumed by enterprises were now seen the growth of I t. Again and what this relates to is this In the past, when we wanted to deploy something in public cloud. We had to be able Thio compose an express infrastructure as code. And, um, folks who are great at infrastructure are actually pretty lousy at writing code, and so that was a challenge. But today we have low code and know code tools, things like work Otto, for example, that my team uses that allow us to express the operational processes that we follow sort of the best practices and the accumulated knowledge of these I t professionals. And then we turn the machine on that inefficient code and the machine improves and refines the code. So now, adding machine learning to the mix enables us to have these I t professionals who know more than you'd ever imagine about storage and compute and scaling and data and cybersecurity and so on. And they're able to transform that knowledge into code that a machine can read, refine and execute against. And so we're seeing this leap forward in terms of the ability of some of these tools. Thio transform how we address the scale and the scope in the complexity of these challenges. And so on the one side, I think there's new opportunity for I T professionals and for those who have that operational expertise to thrive because of these tools on the other side, there's also the opportunity for the bad guys in the in the cyberspace. Um, Thio also engage with the use of thes tools. And so the use of these tools, that sort of a baseline level isn't enough. Now we need to train the systems, and the systems need to be responsive, performance resilient. And also, they need to have the ability to be augmented by to be integrated with these tools. And so suddenly we go from having this utopian. Aye, aye. Future where you know, the good looking male or female robot, you know, is the nanny for our kids, um, to something much more practical that's already in place, which is that the machine itself, the computer itself is refining in augmenting the things that human beings are doing and therefore able to be first of all, more responsive, more performance, but also to do that layer of work that is not unique to human discernment. >>Right? We hear that over and over because the press loved to jump on the general. May I think it's much more fun to show robots than then Really, the applied A I, which is lots of just kind of like Dev ops. Lots of little improvements. Yeah, lots of little places. >>Exactly. Exactly. You know, I mean, I kind of like the stories of our robot overlords, you know, take it over to. But the fact is, at the end of the day, these machine, it's just math. It's just mathematics. That's all it is. It's compute. >>So when you find let you go, I won't touch about women in tech. You know, you're a huge proponent of women in tech. You're very active on lots of boards and cure with Adriaan on the girls and Tech board where we last where we last sat down. Um, and you're making moves now. Obviously, you've already got a C title. Now you're doing more bored work. I just wonder if you can kind of share your thoughts of how this thing's kind of movement is progressing. It seems to have a lot of of weight behind it, but I don't know if the numbers air really reflecting that, but you're you're on the front lines. What can you shares? You know, you're trying to help women. That's much getting detect. But to stay into tech, I think, is what most of the stats talk about. >>Yeah, I've got a lot of thoughts on this. I think I'll try to bring our all the vectors together. So I recently was awarded CEO of the year by the Fisher Center for Data and Analytics and thank you very much. And the focus there is on inclusive analytics and inclusive. Aye, aye. And And I think this this is sort of a story that that makes the point. So if we think about all of the data that is training these technology tools and systems, um, and we think about the people who are creating these systems and the leaders who are our building, these systems and so on, for the most part, the groups of people who are working on these things technologists, particularly in Silicon Valley. They're not a diverse set of people. They're mostly male. They're overwhelmingly male. Many are from just a handful of of, um, you know, countries and groups, right? It's it's It's mainly, you know, Caucasian males, Indian males and Asian males. And and because of that, um, this lack of diverse thinking and diverse development is being reflected in the tools in ways that eventually will build barriers for folks who don't share those characteristics. As an example, Natural language processing tooling is trained by non diverse data sets, and so we have challenges with that. For example, people who are older speak a little bit more slowly and have different inflections in general on how they speak. And the voice recognition tools don't recognize them as often. People who have heavy accents, for example, are just not recognized. Yes, you know, I always have a phone, Um, and this is my iPhone and I have had an iPhone for 10 years. Siri, my, you know, helpful Agent has been on the phone in all those years. And in all of those years, um, I have had a daughter named Holly H O l L Y. And every time that I speak Thio, I dictate to Syria to send a message on. I use my daughter's name. Holly. Syria always responds with the spelling. H o L I. The Hindu holiday. Now, in 10 years, Siri has never learned that. When I say Holly, I'm most likely mean my daughter >>was in the context of the sentence. >>Exactly. Never, ever, ever. Because, you know Siri is an Aye aye, if you will. That was built without allowing for true user input through training at the point of conversation. And so s So that's it. That's bad architecture. There's a lot of other challenges with that architecture that reflect on cybersecurity and so on. One tiny example. But I think that, um now more than ever, we need diverse voices in the mix. We need diverse training data. We need, you know, folks who have different perspectives and who understand different interaction design to be not only as a tech entrepreneurs, builders and leaders of country of companies like, you know, girls in tech Support's educating women supporting women entrepreneurs. I'm I'm also on the board of another group called Tech Wald. That's all about bringing US combat veterans into the technology workforce. There's another diverse group of people who again can have a voice in this technology space. There are organizations that I work with that go into the refugee that the permanent refugee camps and find technically qualified folks who can actually build some of this training data for, ah, you know, analytics and a I We need much, much more of that. So, you know, my heart is full of the opportunity for this. My my head's on on fire, you know, and just trying to figure out how can we get the attention of technology companies of government leaders and and before it's too late, are training data sets are growing exponentially year over year, and they're being built in a way that doesn't reflect the potential usage. I was actually thinking about this the other day. I had an elderly neighbor who ah, spoke with me about how excited he waas that he he no longer could drive. He wasn't excited about that. He no longer could drive. He couldn't see very well and couldn't operate a car. And he was looking forward to autonomous vehicles because he was gonna have a mobility and freedom again. Right? Um, but he had asked me to help him to set up something that he had on his computer, and it was actually on his phone. But he there was their voice commands, but But it didn't understand him. He was frustrated. So he said, Could you help me. And I thought, man, if his mobile phone doesn't understand him, how's the autonomous vehicle going to understand him so that the very population who needs these technologies the most will will be left out another digital divide? And and, um, now is the moment while these tools and technologies are being developed, a word about Wallace. You know, when I was recruited for the board, um, you know, they already had 50 50 gender parity on the board. It wasn't even a thing in my interviews. We didn't talk about the fact that I am female at all. We talked about the fact that I'm an operator, that I'm a technologist. And so, um, you know that divide? It was already conquered on HK. Wallace's board that's so not true for many, many other organizations and leadership teams is particularly in California Silicon Valley. And so I think there's a great opportunity for us to make a difference. First of all, people like me who have made it, you know, by representing ourselves and then people of every gender, every color, every ethnicity, immigrants, et cetera, um, need to I'm begging you guys stick with it, stay engaged don't let the mean people. The naysayers force you to drop out. Um, you know, reconnect with your original values and stay strong because that's what it's gonna take. >>It's a great message. And thank you for your passion and all your hard work in the space. And the today it drives better outcomes is not only the right thing to do and a good thing to do that it actually drives better outcomes. >>We see that. >>All right, Wendy, again. Always great to catch up. And congratulations on the award and the board seat and look forward to seeing you next time. Thank you. All right, She's windy. I'm Jeff. You're watching the Cube with a quality security conference at the Bellagio in Las Vegas. Thanks for watching. We'll see you next time.

Published Date : Nov 21 2019

SUMMARY :

We're excited to be here, but we got a really familiar Gaston. Nice to see you again, too. Here is one of the themes which is that you actually How HQ Wallace's play and the key to what I do as CEO at Nutanix, you know, if you're doing 3% or less, you're losing, and you gotta be spending at least 8%. And so it's somewhere in the middle, and I liked some of the statistics So when you walk the floor at Well, all of us actually are looking for that magic discernment I'm happy to say we catch, you know, most if not all of any from the from the board seat Cos been doing this for 19 years. And the more we can depend on the collected data. you know, kind of there's always a lot of chatter in the marketplace, But you talked about so many and the systems need to be responsive, performance resilient. We hear that over and over because the press loved to jump on the general. But the fact is, at the end of the day, I just wonder if you can kind of share your thoughts of the year by the Fisher Center for Data and Analytics and thank you very of companies like, you know, girls in tech Support's educating women outcomes is not only the right thing to do and a good thing to do that it actually drives better outcomes. And congratulations on the award and the board seat and

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Wendy M. Pfeiffer, Nutanix | Nutanix .NEXT Conference 2019


 

>> live from Anaheim, California. It's the queue covering nutanix dot next twenty nineteen. Brought to you by Nutanix. >> Welcome back, everyone to the cubes. Live coverage of dot Next at NUTANIX. We're here in Anaheim, California. I'm your host, Rebecca Knight were joined by Wendy M. Pfeiffer. She is the chief information officer at Nutanix. Thank you so much for coming on the Cube. Wendy, thank you for having me. And this is not your first time you this year. A Cube alum. >> I am a Cube alum. It's so much fun. It's kind of weird, though. We're inside of this Cuban outside of us is all the action in the Exposition Hall is kind of crazy and cool. >> It is that there's a lot of energy here. I want to start our conversation by taking you back in time to nineteen eighties. You growing up in Silicon Valley, you notice an advertisement in the newspaper that dead tree medium NASA wants ideas on how to organize its dashboard. Better for astronauts. Yeah, >> So they had a program called CD T I cockpit displays of traffic information and they were looking for innovative ideas to make what was really a very small display provide information for the shuttle astronauts as they were re entering the atmosphere. And so, if you can imagine coming back into the atmosphere, it very high speed. And there was concern that there would be a traffic in the area. Regular airplanes flying, you know, relatively much slower. And so how could the same air traffic displays that were used for aviators be sort of modified to give real time information? Teo the astronauts, I will tell you that I never contributed much to that project, but I discovered large scale computer systems. And I just love the idea of these things large networks, large computers on just the through the vast interconnectedness of things. And so that got me interested in technology, whereas before I thought I was interested in science and math. And it turns out, of course, there's some great synergy among those topics. >> So So the internship at NASA is what propelled your interest and really, what launched your career in technology? Yes. Now you are the CEO of Nutanix. This this amazing company thiss startup That's now billion dollars with the market cap in multiple billions of dollars. Yes. So talk a little bit about your experience as CEO and what and what in what you're hearing, particularly at this dot next show. Yeah, I think >> one of the things that's happening is we're all in the midst of a huge transformation in terms of how digital technology affects business and empowers and enables business and as CEOs were right in the middle of that Wei have. Many of us have tons of legacy equipment and things from vendors, but we also have this desire for leading digital transformation in our companies. And so companies like Nutanix and there aren't many companies like Nutanix, but technologies like ours bridge that gap. We can run the legacy workloads in on premise data centers on pick a vendor's hardware. But we can also run the same work loads on our operating system in public clouds. And so it's kind of the best of both worlds, and it bridges thes two worlds that CEOs have been struggling to bridge, and it does so in a way that doesn't require us to re train our people or find, you know, a small team of rocket scientists who are, you know, worth more than the GDP of small countries. So we're able Teo, actually execute. Still keep the lights on. Still do the the old school things that we need to do but also operate with excellence at that more modern end of the technology spectrum. That's huge. And I'm hearing that from so many folks all around the show, whether it's, you know, people who are responsible for infrastructure or Dev Ops kind of crosses all of those bridges. And and as Nutanix, the CEO, I get to represent how any company like ours a billion and a half dollars publicly traded company, can use technology to enable itself, because I use our technology to do all the things we need to do as a company. >> But that's exactly just what you're talking about. That balance that these companies need to strike with thinking about the maintenance, thinking about the storage, thinking about the protection, but then also thinking in a much more visionary in strategic way about how we really transform our business and get our and get the work done that we need to get done. Can you talk a little bit about the fact that these consumer technologies have really leapfrog the thie enterprise vendors and sort of embarrassing it, frankly, should be for these big technology behemoth that they haven't done more to make cooler, sleeker technologies? >> Absolutely. Oh, my gosh, this is my favorite topic. And it's why I have my smart here. So on this smartphone, this is a is an apple phone on this smartphone. I have a ton of applications and a ton of functionality, and you know, so I have Facebook on my smartphone, right? And I love Facebook. >> But when I >> downloaded and I started using Facebook, I didn't say, you know Oh my gosh, fall. Now I have my social media application. So there's no way I could use Twitter or Instagram or anything else because my standard is Facebook. And that's the only thing I'm going to use. No, no, no. I have a multitude of APS and I used them as I choose when I want to, in the way that I want Teo, those abs inherit things from this platform. They have access to my contact data. They understand my location if I allow them tio etcetera. So all of those things are unconsciously in what is actually a phone. Now try to get your desk phone to do that right? It doesn't. And yet in the enterprise space, we have vendors who are selling us for millions of dollars, desk phones, and those were supposed to be as performance delightful, interesting as this device. And then we have laptop computers and we have desktop computers. None of those things is even a third as interesting, engaging, useful and easy to use as this consumer attack, which, by the way, is a lot less expensive. I spend millions of dollars on a V audio visual room systems of conferencing technology, whereas when I go home I can se teoh Amazon or Google. Hey, you know Amazon. Show me my my shows. You know I can I can I can ask for any show I want to watch on TV. When I downloaded Pokey Mongo, I love playing video games and games. When I downloaded Pokemon go on my phone. I >> didn't have to >> watch, you know, five five minute video snippets to teach me how to install the application. Within minutes, I was, you know, catching all the Pokemon I could what in what is really a very complex application that also includes augmented reality. And so I think it's time that first of all the vendors who sell to us, who are so used to that every three years, the enterprise license agreement is renewed. Or, you know, Hey, we're a pick something, you know, a one hardware vendors shop. So we that's what we standardize on that is doing two things. One, they're killing their own industry, and they're also killing. They're they're ruining. It is ability to deliver and to be useful and transformative. Two companies way and it way also have to demand better way. Have to stop buying that Dunc. And we have to start finding ways whether we have to build it ourselves or using machine learning tools to train the machine on how to do these things that that enterprise it cos don't deliver to us. And we also need to look for vendors like Nutanix that build that bridge that allow us to stop worrying about Oh my gosh, You know, we've got to make this legacy thing work with this new thing. We don't have to worry about that so much anymore. And now we can focus on this user experience The interaction design what we might do within an ecosystem That is our own unique companies and our own unique set of systems and also ultimately allowing our people, which is what companies are made up of allowing our people to to have the experience that they want tohave, just like we do with our own devices. I can choose how I want to interact with this thing, and I can turn it off if I don't want to use it. >> So so much of what you're talking about is really about getting companies and then the leaders of these companies to think differently. And that is the biggest managerial challenge. And it's a challenge when you're in sales. And so how do you How do you approach that problem? Because it because you've really laid it out so clearly we are used, Teo, so much intuitiveness and ease and beauty in the technology that we use in our personal lives. And then we come to work way put up with a lot of junk. >> We do, right? I mean, like, I know you're not saying anything out loud, but I know you. You're agree without you here with your laptop on the table there. You know, first of >> all, our work forces are changing. Generally, we keep talking, at least in circles that I sit in about, you know, the millennials are entering the work force. No. You know, the Millennials and Jen Zy are already make up almost half of our workforce today and will be at that somewhere around. I think it's seventy percent by twenty, twenty five of the workforce, so >> they're already here. Those >> folks already have a different relationship with technology than my generation did my generation. And I'm a Magen axe, I think. Yeah. Um so my my hub to Exactly So the big >> hair A my generation. >> I >> watched the birth of some of these consumer technologies, but this next couple of generations grew up with him already in place. And so they don't even think about the fact that this is technology. This is dependent, just is just part of them. And so I think we need Thio, Throw off the old filters and get out of the way. It's a lot more about choice and self service and freedom and flexibility and a mixed portfolio. And there are so many ways to educate ourselves about those things if if we don't naturally have that instinct. But it starts with diverse thinking, diverse tools. I believe that whatever you know, PC Mac laptop tablet mobile device that you're comfortable with your company should enable you to use. And you should use the applications that that makes the most sense to that make you the most productive. And then it's his job or it's leaderships job to create that that really rich ecosystem, where those applications and tools have the nutrients that they need and the capabilities that they need to work together well, understanding how to create and maintain that ecosystem mean what is an ecosystem? It's this sort of happy accident of all sorts of creatures at various levels in the in the pyramid coming together and figuring out a way to cohabit and to survive and then, hopefully to thrive. And so no one can get too important. No one voice no one species. No one layer can be outsized compared to the others because of So what do you have? Well, you have a species collapse. They run out of the fuel that helps them to thrive. And so I think, of course, our planet at a macro level is an example of that. But our company's our families, our neighborhoods. All of those things are micro examples that that matched the macro and are dependant on the same laws of physics and science and so on in order to thrive in to function. >> Well, you're talking you You just highlighted the importance of diversity. And and you made this comment about No one person can get two important or no one part of the species. In fact, if you look at the tech landscape Ueno, who's too important and it's the pros who are who are running the show in a lot of ways. Still, I want to hear from you as a senior leader, a female senior leader in technology you noticed, >> and Theo the manicure. Yeah, >> but how? What? What do you see? What? Tell us what it's like. I mean, is it as bad as we hear? And, um, and and And how have you in your career overcome a lot of these challenges? And then how What do you see as your responsibility to the next generation who's coming up? >> Absolutely. So it is as bad as we hear. It's sometimes worse than we here. And I think that especially there are certain sectors of society and tech society where the bro culture that we've heard about is fully in play. What mitigates that is the human beings who make up the bro culture so often. These guys don't understand the the effect of all of them and mass, and so often they're just being natural. Many, especially start ups. The start of fuel. Silicon Valley, You know, they started with some great ideas and with some dreamers and often those those people with the great ideas and dreamers you know they are males, and what do you do? You get your buddies together. You know, when you get a little extra money, you get the next round of bodies. You invite people, you know, so >> there's a little >> bit of that syndrome that's happening. There are also wonderful incubators and fields where women are also in that start up mode, and I'm a member of the Board of Girls and Tech. We have a number of things like Way have an amplified competition that supports women, tech the entrepreneurs, so there's certainly more than just men. But the history has been that however, a lot of people talk about that For me, that's not the emphasis for me. The emphasis is on how we change our jobs and our definition of work in general. And this is so fascinating to me. >> I think we've been working for years >> and years on, you know, how do we get more women and stem and encourage girls to go through this path in school? You know, it turns out women and men are both equally interested in science and math and all those things. But the starting jobs and tech are are horrendous when it comes to matching women's interests in skills and this isthe stereo, I'm going to start stereotype here. I hate doing this, but in general terms, men tend to be able to work on things serially. They tend to have a singular focus and to appreciate the singular focus and so you can lay out a path first, your socks and your shoes and the guy will follow that, and we'LL master each step along the way. And that's that's a way that you know, it's stereotypically a lot of male brain brains. Progress for women, for female brains were multifaceted way sort of have this ability. I don't know if it's evolutionary or environment or whatever. I'm not like an expert, thank God. >> But we have this >> ability to multi task all the time. I could be, you know, holding my kid and, um, talking on the phone and, you know, making sure dinners cooking, okay. And, you know, maybe it's a business call, and I might be hiring someone or firing someone, and I'm giving equal focused attention to each very important task. And so we sort of have that that ability because we have that ability. That's the kind of job that you know. Okay, you enter college and you're taking a software development computer science, of course. And you take all computer science courses until you get that degree. And now you get your first software developer job and you sit in this little cubicle and all day long you write code. Well, you know, fine. If I've sort of have that single threaded mentality, I'm ready. All right. I guess I'm going to do this. I'm gonna Masters are >> gonna get through the layers >> of writing code as fast as I can and someday I'll rule the world or start my own company over on the female side, we say this is going to kill me. I don't want to do that. What a boring jobs. Because Because also, I'm interested in I'm interested in the Japanese language and I'm interested in design. And, you know, I love to cook. And also, you know, I'm just been working through, you know, theories of space and time and in my physics study, and to just have to focus my mind all by myself all day long in this cubicle on writing, you know, some part of a bigger program. It's not attractive. And so what we find is that women are dropping out of thes focus degree programs and they're dropping out of the early stages of technology careers. Which means that by the time you get to my stage, there is not a very few of us right, >> So you said we needed we need to change the definition of work. Yes, What does that mean? >> Well, the Millennials and Gen Z and countries that are that are very young, like some of the Eastern European countries that air, that air, just reinventing themselves. They've already done that. It's the gig economy. It's the idea that as an individual, I can choose the things I want to work on. We've tried Teo, sort of emulate that in in the agile methodologies right? I get to choose my tasks, but it's this sort of. It was taken the soul out of it. But this is really that independent contractors might be doing. You know a few things that once I might be designing shoes like one of my friends is she's she's created her own shoe company, and at the same time I might be writing code Azaz a gig for some other company. And you know what? I might also be involved in, you know, a charitable work. Or I might be volunteering at my kid's school and doing all of those things together at the same time in parallel is interesting to us. It's engaging to us. We put more. >> So how'd you do that? At your team at NUTANIX? How do you help your employees, uh, do all the things that they want to do in addition to obviously getting their work done? Yeah, well, It's always a >> balance right. One of the really important things is to create an environment of tools and technologies and processes that allow people to choose the things they want to choose. It's not always well understood. Some people say thank you. I get to use the tools I like. Other people say there's too many tools what we d'Oh. And so we try to find something down the middle for those guys. Exactly. Secondly, I hire and mentor leaders who are very diverse and open, and they're thinking so that we can constantly kind of reinvent ourselves as an I T organization. But ultimately it gets down to enabling culturally people to think differently, to raise their hand and say, You know, I am a network engineer, but I would like Tio automate this thing over here or, you know, I Yes, I'm a systems engineer, but I'd like to deploy the network, just allowing them to get out of their comfort zone and to experiment. It's also really important to understand the balance of it. People who choose it love engineering and love technology, but we'LL also love process and interaction, and so we're already this mash up of personality types. And, you know, I would say more multifaceted you are, the more you're able to play multiple sports or or have multiple skills or play offense and defense, then the more able you are to thrive in the new World in the new economy. And sometimes it's just finding those mavericks Or, you know, I like to say I'm a little civil, like, you know, I've >> got a little personalities and you know it. Sometimes you got >> to bring one of those personalities to the table. Sometimes you have to bring many of those personalities to the table, and it's gonna be okay for folks to do that. >> I love it. I love it. Great. Well, Wendy, thank you so much for coming on the Cube. It's always fun talking to you. Thank you. Appreciate it. I'm Rebecca Knight. You are watching the Cube. They'LL be much more to come

Published Date : May 9 2019

SUMMARY :

Brought to you by Nutanix. Thank you so much for coming on the Cube. It's kind of weird, though. I want to start our conversation by taking you back in time And I just love the idea of these things large networks, So So the internship at NASA is what propelled your interest and really, all around the show, whether it's, you know, people who are responsible for infrastructure That balance that these companies need to strike with thinking I have a ton of applications and a ton of functionality, and you know, And that's the only thing I'm going to use. Within minutes, I was, you know, catching all the Pokemon I could what in what And so how do you How you here with your laptop on the table there. at least in circles that I sit in about, you know, the millennials are entering the work force. they're already here. Um so my my hub to Exactly So the big I believe that whatever you know, PC Mac laptop tablet And and you made this comment and Theo the manicure. And then how What do you see as You invite people, you know, so And this is so fascinating to me. And that's that's a way that you know, And now you get your first software developer job and you sit in this little cubicle and all day long you write Which means that by the time you get to my stage, So you said we needed we need to change the definition of work. I might also be involved in, you know, a charitable work. One of the really important things is to create got a little personalities and you know it. Sometimes you have to bring many of those personalities to the table, Well, Wendy, thank you so much for coming on the Cube.

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Wendy Mars, Cisco | Cisco Live EU 2019


 

(techno music) >> Live from Barcelona, Spain it's theCUBE. Covering Cisco Live! Europe. Brought to you by Cisco and it's ecosystem partners. >> Hello everyone, welcome back to theCUBE's live coverage in Barcelona for Cisco Live! 2019. I'm John Furrier co-host of theCUBE with Dave Vellante. Our next guest is Wendy Mars. She is the president of Cisco EMEAR. Europe, Middle East, and Africa and Russia. Welcome to theCUBE. >> Thank you. >> Thanks for joining us. >> Great to be here. >> One of the themes this year certainly is Cloud. Data is starting to come together. The other backdrop is besides security and all the things going on with data, is the global landscape. So Cisco, obviously North America everyone knows what's going on over there at Cisco Live!. What's happening in Europe? Obviously GDPR has been hot in the past year. What's new, what's the scene like here? >> You know I think that certainly the scene is one of huge excitement. You know, from our customers across the whole region of Europe, Middle East, Africa, Russia. It's an incredibly diverse region. But you know if you look at the different countries, the different markets, one thing that absolutely is a constant theme that we hear is the desire and the appetite to gain the benefit from transformation. You know, in the digital transformation and what that value can be. And realizing that. If we look for ours, you know, within Cisco and the positioning around and realizing the secure, intelligent platform is absolutely resonating. Things like Multi-Cloud and realizing that. Reinventing the network. The security challenge in dealing with that. And how you address it with the multi-domain architecture approach. Our customers are really engaged in the conversation, want to learn more. Most importantly, want help with the how. Show me how to do it. >> You guys must be leading the conversation within Cisco. Obviously your team in Europe, Middle East, and Africa and Russia because the complexity around compliance and data has been front and center now for 24 months. >> Yes. >> Now hitting mainstream global landscape. >> Yup. >> This is really impacting the architecture. I mean, look at the, how intent based networking is developing. Policy based fill in the blank. To connecting to multiple clouds. >> Yup. >> So, kind of complex, a whole new architecture, re-imagining networking. How are you guys seeing the trends now? Is it still at the tipping point? Is it still early? What's your assessment of the role of data as it gets more complex, more compliant driven? >> I think that it certainly, if you look for organizations, the power of being able to understand and the importance of your data, where it resides. Being able to demonstrate that. Having the integrity and the quality of that data is extremely important as well. There's a heightened awareness in the market and for organizations. Global organizations who conduct business in EMEAR. You know, of course and we are one of those as well. A knowledge and understanding and appreciation of compliance and regulation. It's only going to become more intense, you know, as we go forward. For organizations to really have robust and rigorous processes around all of that. Technology can be an enabler in the process as well. >> What are the unique aspects, Wendy, in the region? You obviously have visibility on what goes on in North America. What's different in Europe? Especially in the context of Cloud, Multi-Cloud, obviously GDPR, although it's a framework now for everybody. >> Yup. >> Around the world. But what's unique? In the region. >> So I think the uniqueness is, you know, if you look from a Multi-Cloud standpoint for example where organizations are, have been I would say, depending on some of the countries and markets, a little bit more hesitant around a movement to Cloud. Now there is a movement but it's more one of, well what is appropriate for me and how do I ensure I can embrace Multi-Cloud in a way that makes sense for my business? So rather than a full move to public there's been a selected. Based on application and workload environments. Also understanding the security. Back to compliance. And also the regulation. Impacts of some of those movements as well. Of course that depends upon the vertical or the industry in which those organizations are operating. For those who are highly regulated like healthcare, the pharmaceutical sector there's a deep inspect that goes on there as well. I think there's a further requirement for due diligence around some of those topics as well. >> Well, you know, the Snowden backlash had some paranoia for sure with... Everybody said it's going to go to two or three clouds and that's clearly not been the case. >> Yup. >> You have, you know, many dozens and hundreds of service providers that are specialists, obviously, in the region. So, we heard today about, really, an end to end architecture. >> Mmm-hmm. >> Which is a bold and ambitious vision. You have a technical background as well. I wonder if you could just describe sort of how that's all going to to transpire. How do you take the customers on their journey? What are they asking you for help with? Where do you see it going? >> Yeah, so if you look at, you know, from David this morning. David Geckeler and what he talked about. Really for those different domains there are competencies, you know, a few things. There's the data center, there is the edge, there was the security world, the collaboration world. The reality of it is though, that as an enterprise or any organization indeed consumes those things. They want to be able to work across all of those areas. They want the innovation to work in a seamless manner. Because at the end of the day the problem to solve to is simplify for me. I need to automate, reduce complexity. I want to roll out and deploy policy. In a consistent and cohesive way. In order to make that happen you have to have these environments able to talk to each other. More importantly push that policy in a cohesive manner across these environments. For ours it's a journey. It's not something you can do overnight. You have to work within your engineering teams and your ecosystem in order to bring that to life. Do it in a way where the customer can consume it. >> I think you really nailed what we see in the trend as well. This cross domain component. With API's now, which are open, are pushing data around. >> Yup. >> You're moving data from point A to point B. Sounds like networking to me. Policy is important. >> Yup. >> But the configuration, the deployment which used to be hard is now being automated. So the question I have for you, we're here in the DevNet zone, I mean it's packed, people are learning about programming. What is the impact of all this to developers who are trying to build apps and your ecosystem? Because there's got to be an opportunity there. Some might go the way of the old guard and kind of fade away. Some new kinds of providers might rise up. >> Yeah, you know there's huge opportunity here and I think it's opportunity around the requirement for new skills, new competencies. Also around new capability to bring this to life. Because if you look from a development standpoint, if you look at how you realize value with organizations and where does the money flow between some of these environments is interesting. The ecosystem itself, for Cisco, what I believe makes this even more powerful is bringing to life for them and accelerating with the ecosystem. At the end of the day the customer will buy an ecosystem style environment. For us to be able to work with all of those parties as we have over many years. There will be new players, the ISV community, the developer community that we work with, that will be really powerful for us as we move. >> So you see the ecosystem growing significantly? Ecosystem growing? >> Absolutely, absolutely. >> What are some examples... >> I mean just look at here, look at all the organizations that are here. >> Well I think the development trends clearly intersecting with networking as it's more programmable. Right? >> Yup. >> That's the big takeaway for us. You can program the network, you have infrastructure as code. That's the DevOps promise. >> Yup. >> That's now here. The question we're looking at is, okay, what's going to be the impact to value creation? If I'm a customer, what does it mean to me? As we look at that I tend to think about the Cisco original business model. Enabling technology. How would you answer that question of what's being enabled today? What's the big ah-ha for customers? What are you guys enabling for your partners and your tech? >> Yeah, so I think a big part of it is we see now a lot of the conversation is around what is use case. It's not just a, I've got some cool stuff, show me the cool stuff that works, it's how do I apply that into my environment to derive value? And that value may be around efficiency. It may be around provisioning in a more rapid manner. Automating in a more realized manner. Lots of different instances where organizations are going to see the benefit associated with that but also it allows them to free up time of their people and their teams to move into newer areas as well. As they move their own business models. It's a massive transition that's happening in the industry overall. It's not just, we're not just changing for the sake of change, we're changing because the market is asking us to do that. >> So customers have to make bets on who their Multi-Cloud provider is going to be. >> Yup. >> Obviously Cisco is coming at that from a position of networking strength. Which is a good place to come from. There are other, there are alternatives. >> Sure. >> Cause it's a big market. >> Yup. >> And it's strategic. What gives you confidence that Cisco is the right solution? What are you telling your customers in that regard? >> If I look at the, what gives me confidence is the fact that we have an openness. If you look from an API standpoint, a developer's standpoint, we've always operated in a mode of an openness so that you have an environment where anyone can write to. That's, people want that, it's incredibly important. So not having a proprietary stance is very powerful. I think also being able to work with a ecosystem that's there, where you have a dependency on others and you meet in the channel on certain solutions and innovations as well. So you empower a greater community to start to drive that acceleration with you as well. If I have a look at the, we talk about reinventing the network. It's happening, it's happening now. You see us doing it and just how important the network is. More than ever before in this transition. Around a number of areas with security, with policy. We see it come to life now. >> Well the old saying the network is the computer. Well duh. (laughter) Cisco is the network. >> Yup. >> I got to ask you about Brexit. As somebody who's based in the UK. >> Yup. Thoughts on effects that that has. Obviously Cisco, a global company but your perspectives on Brexit. >> Yeah, so if I look for a, you know, as someone who lives in the UK, you know, clearly we hear about Brexit a lot. As you do in your country as well. I would say for as we are very, Cisco is a global company, we're very familiar with working with these types of instances and situations. The UK remains for us an incredibly important market and will continue to be. We'll continue to invest from a capabilities and a skills standpoint. I think just for us now, working with our teams there and making sure that there's, we minimize any impacts based on scenarios. To our customers and our partners. And think it through. >> Rules change, you'll adapt. >> Yeah. >> I got to ask you about R, the Russia piece. >> Uh-huh. >> Russia's GDP is about the size of Spain if I'm correct. Interesting that you carve that out as distinct opportunity. How's the business going there? Maybe some comments around Russia. >> Sure. I can't talk directly about business performances, we're in quiet period. I guess we call it out specifically because it is not part of Europe, Middle East or Africa. But is a very important part of our region of EMEAR. If I look forwards of, you know, we believe that there's significant opportunity for us. In that market we have a fantastic team that work closely where, there again with our customers and partners. We believe there's absolutely the opportunity there for us at Cisco in that market. >> Do you have a development team there as well or, or? >> We have capability there that works locally with all of our teams and, you know, engineering competence, sales teams, etc. as well. Yeah. >> Some good math teached there in Russia. >> Wendy, how are you guys organized in your territory? How do you guys maintain close to the customer in the countries? Is it a country strategy? How, just for the people who don't know your business? >> Yeah, it is a country strategy. We have about 123 countries within EMEAR. We have teams that live and operate in all of those countries. That stay very close to us from a regional perspective. So we're one team, you know, that really drives that scale. I have a fantastic opportunity to go and visit those teams. And spend a lot of time on the road. I enjoy it and they do too, you know. >> Is there anything that you could talk to your customers that are watching here or anyone interested. As you guys have transformed as a company, certainly if you look at what Cisco's done over the past few years. A complete transformation, building on your base. You've been through it, you've been agile and getting nimble. >> Yup. >> Being more use case driven, etc., etc. What have you learned? What's your learnings? What would you pay it forward in terms of advice? >> Yeah, if I look at it we're not through, we're still, you know, we're still on the journey. I think a big part of it is accepting and acknowledging a need for change is really important. A big part of this change is culture. If I look forwards within Cisco and the culture of our teams, our people. Having an attitude and a style of a desire, a curiosity. And a willingness for change is really, really important. As we talk about the transformation topic, you need both. Technology is incredibly important and powerful but you need a spirit and a culture in your people and your teams to want to drive that change with you. >> You need that culture DNA, it starts at the top. Well thank you for taking the time. >> A pleasure. >> We look forward to following your progress as we take our CUBE global the next couple years. Looking forward to keeping an eye on what you guys are doing. Thanks for joining us. >> Thank you. Great to see you. >> With theCUBE here live in Barcelona for Cisco Live! 2019. We'll be back with more after this short break. (techno music) (silence)

Published Date : Jan 30 2019

SUMMARY :

Brought to you by Cisco and it's ecosystem partners. She is the president of Cisco EMEAR. Obviously GDPR has been hot in the past year. and the appetite to gain the benefit from transformation. and Russia because the complexity around compliance This is really impacting the architecture. How are you guys seeing the trends now? It's only going to become more intense, you know, Especially in the context of Cloud, Multi-Cloud, In the region. So I think the uniqueness is, you know, if you look and that's clearly not been the case. You have, you know, many dozens and hundreds of I wonder if you could just describe sort of how Because at the end of the day the problem to solve to is I think you really nailed what we see Sounds like networking to me. What is the impact of all this to developers the developer community that we work with, I mean just look at here, look at all the organizations Well I think the development trends clearly intersecting You can program the network, What are you guys enabling for your partners and your tech? and their teams to move into newer areas as well. So customers have to make bets on who Which is a good place to come from. What are you telling your customers in that regard? a mode of an openness so that you have an environment Cisco is the network. I got to ask you about Brexit. Thoughts on effects that that has. in the UK, you know, clearly we hear about Brexit a lot. Interesting that you carve that out as distinct opportunity. If I look forwards of, you know, we believe all of our teams and, you know, engineering competence, So we're one team, you know, that really drives that scale. Is there anything that you could talk to your What have you learned? and the culture of our teams, our people. You need that culture DNA, it starts at the top. We look forward to following your progress as we take our Great to see you. We'll be back with more after this short break.

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Wendy Mars, Cisco | Cisco Live EU 2019


 

>> Live from Barcelona, Spain. It's the cue covering Sisqo, Live Europe, Brought to you by Cisco and its ecosystem partners. >> All right, welcome back to the Cubes. Live coverage in Barcelona for Sisqo Live twenty nineteen. John for Rico's Cube with David Lantz. Our next guest is Wendy Marches, the President of Cisco, E. M. R. Europe, Middle East in Africa and Russia. Welcome to the Cube. >> Thank you. >> Thanks for joining us. >> Great to be here. >> So one of the things themes this year certainly is cloud data center coming together. But the other backdrop is besides security and all of the things going on with data is the global landscape. So Cisco, see, North American Windows were going on their school live? What's happening in Europe? Actually, GPR has been hot in the past year. What's new? What's the scene like here? >> You know, I think that certainly the scene is one of huge excitement, you know, from our customers across the whole region of Europe, Middle East, Africa, Russia. It's an incredibly diverse region. But you know, if you look at the different countries, the different markets one thing that absolutely is a constant theme that we hear is the desire and the appetite to gain the benefit from transformation. You know, in the digital transformation and what that value can be and realizing that. And if we look for ours, you know within within Cisco and the positioning around realizing the secure intelligent platform is absolutely resonating, you know, so things like multi cloud and realizing that reinventing the network, the security challenge and dealing with that, how you address it with the multi domain architecture approach so our customers are really engaged in the conversation, want to learn more, but most importantly, want help with how. Show me how to do it. >> You guys must be leading the conversation within Cisco as your team in Europe, Miller's nephew in Russia. Because the complexity around compliance and data has been front and center Now for twenty four months now hitting mainstream global landscape, this >> is really >> impacting the architecture. We look at the how intent based NETWORKINGS developing policy based fill in the blank two. Connecting to multiple clouds so kind of complex. A whole new architecture. Reimagining networking. How are you guys seeing them? Trends now is it's still at the tipping point is it's still early. What's your? What's your assessment of the role of data as it gets more complex, more compliant, driven? >> So I think that it's certainly if you look for organizations, the power of being able to understand the importance of your data where it resides, being able to demonstrate that having the integrity and the quality of that data is extremely important as well. So there's a heightened awareness in the market for organizations, global organizations who conduct business in a mere, you know, of course, and we are one of those as well. So a knowledge and understanding and appreciation ofthe compliance regulation. It's only going to become Mohr intense, you know, as we go for. So for organizations to really have robust and rigorous processes around, all of that on technology could be an enabler in the process as well. What >> are the >> unique aspects? Wendy Inn in the region, you obviously have visibility. And on what goes on in North America, what's different in Europe, especially in the context of cloud multi cloud? Obviously GPR, although it's a framework now for for for everybody get on the world. But what's unique in the region? >> So I think the uniqueness is, you know, if you look from a multi cloud standpoint, for example, where you know organizations are, have been, I would say depending on some of the countries and markets a little bit more hesitant around a movement to cloud. And now there is a movement. But it's more one of, well, what is appropriate for me. And how do I ensure I can embrace multi cloud in a way that makes sense for my business. So, rather than a full move to public, there has been a selected, you know, based on application of workload environments and also understanding the security, back to compliance. And also the regulation impacts have some of those movements as well. And of course, that depends upon the vertical or the industry in which those organizations are operating. So for those who are highly regulated, like health care, you're the pharmaceutical sector. There's a deep inspect that goes on there as well, so I think there's a further requirement for due diligence around some of those topics as well. >> Well, in the you know, the Snowden backlash had some paranoia for sure, with everybody saw going to go to two or three clouds. And that's clearly not been the case. Yeah, you have no many dozens and hundreds of service providers that air that air specialists obviously in the region. So we heard today about a million end to end architecture, which is a a bold and ambitious vision. You have a technical background as well. I wonder if you could just describe sort of how that's all going toe transpire. How do you take the customers on their journey? What are they asking you for help with? And where do you see it going? >> Yeah. So if you look at, you know from David this morning, David, get clear on what he talks about. So really, you know, for those different domains, there are competencies, you know, if you think so. There's the data center. There is the edge. There was security world, the collaboration world. So the reality of it is, though, that as a cousin, enterprise or any organization indeed consumes those things. They want to be able to work across all of those areas. And they want the innovation to work in a seamless manner. Is that the end of the day? The problem to solve. To simplify for me, Anita automate reduced complexity. I wanna roll and deploy policy and a consistent in cohesive way. So in order to make that happen, you have to have these environments able to talk to each other, but more importantly, pushed that policy in a cohesive manor across these environments. So for us, it's a journey, eh? So it's not something you could do over Nice. You have to work within your engineering teams and your ecosystem in order to bring that to life and do it in a way where the custom consider could consume it. >> I think you really nailed that. We see in the trend as well. This cross domain component with AP Eyes now but you're open are pushing data around you, moving data from point A to Point B. Sounds like networking. To me, policy is important, but the configuration the deployment, which used to be hard, is now being automated. So the question I have for you here in the definite zone means packed People are learning about programming. >> What is the >> impact of all this to developers were trying to build APS and your ecosystem. There's gotta be an opportunity there some Mike go the way of the old guard fade away and some new kinds of providers might rise up. >> Yeah, you know, this huge opportunity here, and I think it's opportunity around the requirement for new skills, new competencies, but also around you capability to bring this the life. Because if you look from a development standpoint, if you look at how you realize value with organizations and where does the money flow between some of these environments is interesting and the ecosystem itself. You know, Francisco, what What I believe makes us even more powerful is bringing to life on them and accelerating with the ecosystem, because at the end of the day, the customer will buy an ecosystem style environment. So for us to be able to work with all of those parties as we have over many years and there will be new players, the I s. P community, the developer community that we work with that will be really powerful >> forces with system growing significantly, ecosystem grow >> Absolutely, absolutely awesome. Example. Just lookit here because of the organizations that are here. >> I think the development trends clearly intersecting with networking as more programmable right? >> Yeah. >> That's the big takeaway for us. You can program the network. You have infrastructure as code. That's the devil. Promise that now here. Question we're looking at is okay. What's it going to be? The impact of value creation. So from a customer, what does it mean to me? So so, as we look at that, I sent the thing about the Cisco original business model enabling technology. How would you answer that Question of what's being enabled today. What's the big half a customer's? What are you guys enabling for your partners in your >> S o? I think a big part of it is we see now a lot of the conversation there's around What is is the use case. So it's not just a I've got some cool stuff. Show me the cost ofthe that work is how do I apply that into my environment to derive value and that value, maybe around efficiency and maybe a brand provisioning in a more rapid manner, automating in a more realized manner. Lots of different instances where organizations they don't see the benefit associated with that, but also it allows them to free up time of their people. And their teams to move into new areas as well as they move their own business models. Because, you know, it's a massive transition that's happening in the industry. Overall, it's not just were not just changing for the sake of change were changing because the market is asking us to do that >> well. And so customers have to make bets on who they're multi cloud providers, maybe, and obviously Cisco's coming out that from a position of networking strength, which is a good place to come from. But there are other there alternatives because the Bigg market headed strategic. What gives you confidence that Cisco's the right solution? What are you telling your customers in that regard? >> So you know, if I look at the, what gives me confidence is the fact that we have an openness. You know, if you look from A from a P I standpoint of developer standpoint, we've always operated in a mode of an openness so that you have an environment where anyone could write to that's people want that it's incredibly importance or not. Having a proprietary stance is very powerful, but I think also being able to work with a ecosystem that's there where you are a dependency on others, and you meet with the meat in the channel on certain solutions and innovations as well. So you empower a greater community to start to drive that acceleration with you? A swell. You know, I will. Look at the you know, we talk about reinventing the network. It's happening. It's happening now, you see, is doing it. And just how important the network is more than ever before in this transition, you know, ran a number of areas with security with policy, and it's way see it come to life now. >> Well, the old saying the network is the computer will do you no. Cisco's the network. Yeah. I gotta ask you about Brexit is someone who's based in the UK thoughts on effects that that has. I mean, obviously, sir Francisco Global Company. But your perspectives on Brexit >> s So if I look for, you know, as someone who lives in the U. K. You know, clearly we hear about brexit a loss, you know, you do in your country as well. And I would say four words. We over. You know what Cisco is? A global company were very fair. We're very familiar with working with these types of instances and situations. The UK remains for us is an incredibly important market and will continue to be on We'll, you know, we'll continue to invest from a capabilities and a skill standpoint, and I think just force now, you know, working with our teams there. I'm making sure that there's we minimize any impacts based on scenarios, you know, to our customers and apartments. The rules get through. >> Rules change. Adept. I >> could ask >> you about our The Russia piece rushes of GDP is about the size of Spain from correct, interesting that you carve that out of a distinct opportunity. How's the business going there and maybe some comments around >> you're so I can't talk directly about business performances were in quiet period. But I guess we call it out specifically because it is not part of Europe, Middle Eastern Africa, but is a very important part of our region of Vermeer. And if I look for cores of, you know, we believe that there is significant opportunity for us in that market. We have a fantastic team that were closely where there again with our customers and partners. And, you know, we believe there's, you know, absolutely opportunity for Sisko in that market >> development team there as well. Our way >> have we have capability there that works locally with all of our all of our teams and, you know, engineering Competent sale steams etcetera as well. Yeah. >> Good. Good math. >> Wendy, how are you guys organized in your territory? How do you guys maintain close to the customer in the countries? Is the country strategy had just people don't. >> It is a country strategy. So we have, you know, about one hundred twenty three countries within a mere on, we have teams that live and operate in all of those countries. That's Avery close to us from a regional perspective. So want team, you know, that really drives that scale. I'm a fantastic opportunity to go and visit those teams. You know, I spent a lot of time on the road on DH. You know, I enjoy Ascend and they do to, you know, >> is there anything you could talk to your customers that are watching here? Anyone interested, as you guys have transformed as a company, Certainly looking what Cisco is done over the past few years a complete transformation building on your base You've been through You've been agile getting nimble being Mohr use case driven Central, Central. What have you learned? What's your learnings? And what would you pay it forward in terms of advice? >> Yeah, So, you know, if I if I look at it, we're not through, we're still you know we're still on the journey and I think a big part of it is accepting and acknowledging a need for change is really important. But a big part of this change is culture. You're a friend of Ford's within Sisko, and the culture of our teams are people on having an attitude in a style of a desire, a curiosity, Onda willingness for change is really, really important. And as we talk about the transformation topic, you need both. You know, technology's incredibly important and powerful, but you need a spirit and a culture and your people in your teams you want to drive that change with you >> in their culture starts in trouble. Thank you for taking the time. >> Thank you >> for the following your progress as we take our cue. Global next couple of years. Looking forward to keeping an eye on. You guys are doing. Thanks for joining. >> Thank you. Thank you. See you >> here. Live in Barcelona. Francisco live twenty nineteen. We're back with more after this short break.

Published Date : Jan 29 2019

SUMMARY :

Sisqo, Live Europe, Brought to you by Cisco and its ecosystem partners. Our next guest is Wendy Marches, the President of Cisco, So one of the things themes this year certainly is cloud data center coming together. the secure intelligent platform is absolutely resonating, you know, You guys must be leading the conversation within Cisco as your team in Europe, How are you guys seeing them? So I think that it's certainly if you look for organizations, the power of being able to understand Wendy Inn in the region, you obviously have visibility. So I think the uniqueness is, you know, if you look from a multi cloud standpoint, for example, Well, in the you know, the Snowden backlash had some paranoia for sure, with everybody saw going So really, you know, for those different domains, there are competencies, So the question I have for you here in the definite zone means impact of all this to developers were trying to build APS and your ecosystem. Yeah, you know, this huge opportunity here, and I think it's opportunity around the requirement Just lookit here because of the organizations that are here. What are you guys enabling for your Because, you know, it's a massive transition that's happening in the industry. What are you telling your customers in that regard? Look at the you know, we talk about reinventing the network. Well, the old saying the network is the computer will do you no. Cisco's the network. you know, you do in your country as well. I correct, interesting that you carve that out of a distinct opportunity. And if I look for cores of, you know, we believe that there is significant opportunity development team there as well. you know, engineering Competent sale steams etcetera as well. Wendy, how are you guys organized in your territory? So we have, you know, about one hundred twenty three countries is there anything you could talk to your customers that are watching here? Yeah, So, you know, if I if I look at it, we're not through, we're still you know we're still on the journey and I think a big Thank you for taking the time. for the following your progress as we take our cue. See you We're back with more after this short break.

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Wendy M Pfeiffer, Nutanix | Girls in Tech Catalyst Conference 2018


 

(upbeat music) >> From San Francisco, it's The Cube, covering Girls in Tech Catalyst Conference. Brought to you by Girls in Tech. >> Hey welcome back everybody, Jeff Frick here, with The Cube. We're at Downtown San Francisco, Girls in Tech Catalyst. Great event. We've been coming for a couple of years. About 700 professionals, mainly women, a few men, and I think they brought in a busload of kids to get inspired, talking about their stories, and really, it's a series. It's a one-track conference, two days, about 20 minute talks and really good stuff. Really great content. Check it out online if you didn't register this year. Make sure you come next year, and we're excited to have our next guest, Cube alum, really from one of the hottest companies in tech right now, she's Wendy Pfeifer, the CIO of Nutanix. Wendy, great to see you again. >> Hey, nice to see you, Jeff. >> Absolutely, so we see you at Nutanix Next all the time, but we haven't seen you at Girls in Tech. >> Yeah. >> So how long have you been involved in Girls in Tech? >> So, I've been involved since the very first meet up, more than 10 years ago. Girls in Tech was very inspiring to me, and I was here at the Catalyst Conference last year, and I'm a member of the board of Girls in Tech as well, so I'm able to give back and provide some leadership at that level. >> So we just had Adriana on, and she was going through-- >> Yeah. >> Some of the numbers, I mean, the growth of this organization, second to Nutanix, is off the chart. >> Yeah. >> I mean, really amazing. >> It really is amazing, you know. In some ways our time has come. Adriana's had this big vision for a really long time. Really focused on educating women, helping them to understand the potential of careers in tech, and technology knowledge, and that's a global message, and a message that resonates at every age level, and in lots of different sectors of society, so it's juts a privilege to be able to partner with her and others on the board, to enable the vision, and Nutanix as well, you know, is donating, is present here at these conferences, and partnering at Catalyst and Amplify, and other parts of the organization. >> Right, because it's not only the right thing to do, it's also good business, which has been proven time and time again. >> Absolutely, and you know, it's kind of taken on this passion, mission, just excitement thing, but it is practical as well and you know, all the studies, I'm sure so many folks have talked with you about this. There's so many studies, there's so much research that says diversity brings better decision-making, better product development. >> Right. >> And better satisfaction in our work environments as well. >> Right. The other thing that struck me talking to Adriana, and I guess I just didn't know, kind of the breadth of types of activities that Girls in Tech's put on. So we've been to Catalyst before. We've been to-- the Pitch Night, Amplify-- >> Amplify, yeah. >> But I didn't know, she's running, you know, there's all kinds of different-- types of things. >> Absolutely. I think the underlying passion is for education. If you think about, particularly people in underserved communities, there is a real opportunity, you know coding, and learning to code, learning to interact with computers; that's a language that transcends geographic boundaries, ethnic boundaries, age, and religious boundaries, and it's something that, you know ever since my days at Yahoo, I really felt like technology could bring the world together, and today in particular, there is so much disparity between women and men and their access to technology education and technology careers. >> Right. >> That this is, you know, more than just creating a level playing field. I think we're making our own playing field. We're not going to their playing field, anymore. We're creating our own at locations like this. >> Right, and clearly a bunch of founders are here today, who've-- >> Yeah. >> Started their own companies. But the other thing I think is interesting, is culture keeps coming up time and time again in all these conversations, and Adriana's built a culture starting, always from the top down, with the board. It's a phenomenal board of professional women-- >> Yes. >> That she's pulled together of this organization. >> Yeah, there are a couple of males on the board, too. I want to make sure I point out. >> Yep. >> Because we're a diverse board as well, but she has. She has brought together people who are leaders in the technology space, but also folks who are passionate about building a healthy nonprofit organization; one that's global, one that can scale, and so we also look at the fundamentals, and the business fundamentals as well, so we are expanding from 60 to 100 countries, and from 100,000 members to 200,000 members, I mean, who would think, right? >> Right, right, right. >> It's extraordinary. Even then, though, those 200,000 women are a drop in the bucket, compared to the 50% of the global population-- >> Right. >> Who are female. >> Right. And then you work at Nutanix. Super hot-- >> Yeah. >> I don't want to say startup anymore. You guys have IPO'd. >> Right, right. >> But, you know, but you're livin' it in terms of trying to get enough, good, qualified talent-- >> Yes. >> Just to feed the one engine that I Nutanix, so it's a real-- >> Yeah. >> Demand in the market place. >> Definitely, that's the case, you know, we sort of struggle with the thought, you know, are there just not enough women candidates in these fields, but what we learn at conferences like this is, that there are enough women candidates, but we don't necessarily recognize those women, and we don't know where to find them, and they may not find the sort of work that we represent to be attractive. And so we're sort of trying to change how we speak and think. Culture is a good word, but it's a revolution. It's a cultural revolution in terms of identifying talent where it sits. We spoke a lot in the last day and a half around blended careers, the bringing together of art and technology, or communication and technology, and the fact is that technology just underscores everything we do-- >> Right. >> Nowadays. >> Right. >> And so, you know, having people who can blend those things, is a real advantage, and women have this ability to take a multi-faceted approach to the work that we do and the way that we live our lives. We multi-task as a sport. >> Right, right. It's interesting, too, as the machines get better and as A.I. gets better, machine learning, the softer skills applied with the context become so much more important than necessarily just the super hard-core coding skills. >> You know, I have a story around that. So, we've just deployed, my IT department has deployed a machine-learning tool at Nutanix, to replace a lot of the interactions that happen on our help desk, and we found we just couldn't scale as the company was scaling, so we've been training A.I. from a company called Moveworks, and you know, we've been training it uniquely with our voice, and I think a little bit with my voice, and I just had one of our employees write back to me and say, "Not only is this thing", we call it Xbot, "Not only is Xbot solving my problems, but", he said, "she is pretty sassy, too." And I'm like, yay, he knows it's a she! >> Right, right. >> Right, and she's sassy too, so yeah, that unique voice-- >> Right. >> Is infusing even the machine-learning training that we're doing-- >> Right. >> And I think that makes for a more delightful experience-- >> Right. >> For all of us. >> It's funny, the voice thing, 'cause you know, Google had their very famous, the restaurant reservation call-in demo-- >> Yes! >> They got capped on a little bit-- >> Right. >> For, you know, was it real or not, but what made it so, so dramatic was the human-like elements in the conversation of the machine-- with ums, and ahs-- >> Absolutely. >> And uhs, and pauses, which we laugh about, 'cause we can shoot Cube interviews, everybody wants to cut those parts out, and we're like no, that's what makes people, people. >> Right, exactly, I agree with you. And at the same time, you know, there are, you know, things that are uniquely female stereotypes. We're more wordy. We have more things to say. >> Right. >> You know, we're more multi-dimensional. We can hold two thoughts at the same time, and so that's part of the richness of communication and our interaction too, but to the extent to which we can embed that in our technologies and our interactions, those are the extent to which they'll be more delightful-- >> Right. >> It's no coincidence that Siri and Cortana and all of those A.I.s sort of have this female persona, and I don't know if you know this, the, you know, Cortana, who's the Microsoft, you know, A.I., you know, she's voiced by the same character that's Cortana in one of their video games-- >> Oh, really? >> And she's sort of this like, badass fighter gal, too, so check it out. >> Well, we know what happened to Bob, right? >> Right. >> I know, poor Bob. >> Which, ironically, was Melinda Gates's project. Which, I don't know if you knew-- that story. >> I did not know that. >> So yeah, Melinda Gates's introduction to Bill was as product manager for Bob, which, if you don't know that story, check it out. It's old history. >> Oh, that's-- fantastic! >> But it's very good. Alright, before I let you go, one last thing. >> Yes. >> So you spoke, and they've got these great posters all around the room with little highlights from people's-- >> Yes. >> Conversations and yours was, I described it off the wall, "It's okay to be bad." >> Yes. >> I'd love, for the people that missed it, what's the message there? It's an important message. >> Yeah. >> Especially for women. >> Yeah, I think as women, you know, we don't have a lot of role models and when I get up as a role model, I'm one of the few CIO's who's female and Silicon Valley. You know, we give these speeches, and they sort of make us like Mother Teresa, you know. First you hae your mission in mind, and you lean in, and you do all these awesome things. But the fact is, it is actually okay, to be yourself. It's okay to be bitchy. It's okay to be cranky. It's okay for anger to fuel you. It's okay to be aggressive, and even if your male counterparts tell you otherwise, or say, "Wow, that's "unseemly.", I think it's just okay. We don't have to be pure and perfect in order to be successful. I can be those things all at the same time. And I also say, it's also okay to be good, to be merciful, to be soft-spoken, to be wordy, to be studious; that combination of things. We're allowed to be our genuine selves, and we don't have to be perfect to be successful and I feel like I embody that-- in particular. >> Yes, you certainly do. You certainly do! >> What, I'm not perfect? >> Yes, I mean the Nutanix story is a phenomenal story. >> It is. We are fortunate, we've been there since the beginning-- >> Absolutely. >> Watching it grow, and so no-- >> Helping us to frame the story, so thanks to The Cube. I appreciate that. >> Well, and you're super successful, and the company's successful so the fact that are Wendy, you know, you are who you are. You're a big personality, and it comes through, and it's great, and it works, and you're successful, so, if they need someone to look up to, you're certainly a fantastic role model. >> Thank you so much. Well I appreciate that. It's funny, 'cause I have never tried to be a role model, and now, just by accident, I've survived long enough. Here I am. (both laughing) >> Well that's a whole different conversation-- >> Right, right. >> You just look around like, I am the oldest guy in the room. But that's a different thing. >> I know. You're actually the only guy, just sayin'. >> Alright, well Wendy thanks for takin' a few minutes, and I guess we'll see you next at Nutanix next, if not sooner. >> I look forward to it, thanks. >> Alright, thanks. She's Wendy, I'm Jeff, you're watching The Cube from women, or Girls in Tech Catalyst 2018. (upbeat music)

Published Date : Jun 21 2018

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Brought to you by Girls in Tech. Wendy, great to see you again. Absolutely, so we see you and I'm a member of the Some of the numbers, I and others on the board, only the right thing to do, and you know, all the studies, in our work environments know, kind of the breadth she's running, you know, the world together, and That this is, you know, always from the top down, with the board. of this organization. of males on the board, too. and the business fundamentals a drop in the bucket, compared And then you work at Nutanix. I don't want to say startup anymore. and the fact is that technology and the way that we live the softer skills applied with the context Moveworks, and you know, we laugh about, 'cause we can And at the same time, you at the same time, and so and I don't know if you And she's sort of this Which, I don't know if you knew-- if you don't know that you go, one last thing. I described it off the wall, I'd love, for the people and perfect in order to be Yes, you certainly do. Yes, I mean the Nutanix We are fortunate, we've been story, so thanks to The Cube. that are Wendy, you know, Thank you so much. guy in the room. You're actually the only guy, just sayin'. you next at Nutanix next, you're watching The Cube from

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Wendy Howell, Cisco Services | Girls in Tech Catalyst Conference 2018


 

>> From San Francisco, it's theCUBE covering Girls in Tech Catalyst Conference, brought to you by Girls in Tech. (upbeat digital music) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in downtown San Fransico at the Girls In Tech Catalyst Conference 2018. About 700 people, mainly women, some men. I think they brought in a school bus load of girls to participate. And really it's a two-day, single track conference. A lot of, just presentations by senior executive women telling their story, how they got to where they were, giving some inspirational advice. And we're psyched to be here. Adriana runs a great, great conference. It's a super organization, and we're excited to have our next guest. She's Wendy Howell, the chief of staff for Cisco Services. Wendy, great to see you. >> Great to see you, thank you for having me. >> Absolutely, so you're here instead of Cisco Live, which I think is great for you. What do think about this event? Why are you involved in Girls in Tech? >> Yeah, so I discovered Girls in Tech probably about three years ago and saw Adriana speak on just some interview. And I went, I don't know who she is, but I love her, and I love her message. So fast forward, attended my first Catalyst about three years ago, found out that we had two VPs that were on the board at Cisco which I didn't know. So, what's going on here? Let's do something with these guys. They were trying to put together a global partnership, and we really, they just couldn't get it over the line. Well, what's the problem? Funding. Okay, well let's fund it and let's just go. So we signed a global partnership two years ago with Girls in Tech. We've done, I think we've sponsored, overall with Cisco, about 15 different events. Catalyst Conference, AMPLIFY Women's Pitch Night. I think we've done eight. Hacking for Humanity events globally. It's just an amazing organization. It's the right organization at the right time. You know Adriana. She is amazing, she's a force of nature. And so I liken myself to be a mini Adriana for Cisco. (laughs) It's the time to get more and more focus on getting women in tech, and especially making sure that we have role models for the young ladies that are coming up in technology. >> Right, right. That's funny, that's how we found Adriana as well. I think she was on at a IBM event many, many moons ago and said you know, we got to get involved. >> It was random. >> The Pitch Night is really fun. You know, that's just a great event. And one of the ones from a couple years ago is really taking off, the little like, tile-like device. >> That's right, that's right. >> Which I can't remember the name, but it's not tile. >> And in fact, I saw one of your interviews, I think it was Sandy Carter. I don't know whether it was >> Yeah. the last year or the year before, I just did volunteer, >> Good, good. and it was great. >> So you know, the sponsorship list has really grow this year, and it's a who's who of corporate logos, >> Absolutely. which is great. We're looking at it over, across the way. And we talked about it a little bit before we turned on the cameras, about how some of the bigger tech companies specifically, 'cause it's kind of a tech focused event, obviously, can be, not only more involved, but a little bit more thoughtful, a little bit more organized, a little bit more coordinated in the way that they put resources behind events such as Girls in Tech. So why don't talk to kind of what your experience is there, what are guys doing, how are you trying to add a little bit more purpose and organization behind your efforts? >> Right, and again, originally the partnership, it came together quite fast after we sort of said hey let's just go do this. So then our first year, we really were focused specifically on events, and let's do events together to really get our name associated with the brand of Girls in Tech, which is global, and phenomenoal, and 100,000 plus members, etc. This year, in our second year, I think we're being a little more thoughtful, and we really want to continue to show the ROI for our organization. So we're really focusing more on the recruiting aspect. And there's some new cool things coming out on that front from Girls In Tech. And I really want to just say, hey it's great to have our name associated with Girls In Tech, but what's it doing for us? What are we doing for the women that we're supporting? Let's hire them into Cisco, let's hire them into AWS. So that's a real big key focus area for us this year. Plus the events, 'cause this is, you know, not only is it great for us, but I get to bring my team here and they come away feeling fantastic and amazing, and I get all psyched watching all these young ladies walk around. >> Right. >> Many of them, I'm like, I wasn't even thinking about things like this when I was your age. Back in the day (laughs). >> That's right, dune day, thankfully. >> That's right. >> So that's interesting, in terms of how do you measure your ROI in the investment? Clearly, recruiting has got to big a piece right? You can never get enough >> Yeah. people, and even though machines are going to take everybody's job, Everyone >> That's right one day seems to have a whole lot of open recs, and can't fill the people. So is there anything else that you look at besides just hiring, or is it the number of people that come through the process? How do you measure? 'Cause we know it's not only just good and the right thing to do, but there's real business benefit to participating in diversity programs. >> Absolutely. And I mean, every large organization right now, over the last three years, has come to that realization. This diversity is not just a buzz word, it's a thing. We know that there is greater ideas that come out of it, more diverse ideas, bookings, I mean, there's real, relatable, tangible feedback that you can get from it, right? >> Right, right. So recruiting is a big one for us, but also we look at the impact. You know, every quarter, we sit down with Girls In Tech and we get an impact report of what are you Cisco, what have you done, Cisco, and what has it done for Girls In Tech, and what has it done for us? How many people have we had attend a Hack-A-Thon? How many dollars have we supported with? How many people are going through a boot camp? So that's sort of the way we look at it as well, the impact report, also. >> And do you find it's a higher kind of ROI, in, not so much a smaller organization, but these are relatively small events compared to Cisco Live and a lot of the big events that are in the industry. Is it just a more focused return? Is it a better return? How does it fit in with your whole strategy? Yeah, I would call it more focused. It's more of a niche, but it still provides us, and we're growing, right? So we're only >> Right. the second year in, and I truly believe that if we continue our focus in this area, I can see a strong, high trajectory if you will. >> Right. So just a pitch for companies like Cisco that aren't involved with Girls in Tech, who you may compete with, you may not compete with, you probably partner with out in the ecosystem, what would you tell 'em about this organization and why they should get more involved? Yeah, I mean, I think there's a couple things. So number one, Adriana herself, and the brand of her, and the brand that is Girls In Tech now. If you think about it, I mean, 10, 11 years now, so going from one chapter to 62 plus, hopefully 75, I think, by 2020 is the goal, and now 100,000 plus members, being associated with this brand is fabulous for your business, but you know, it's also the right thing to do. Because again, I go back to my super passionate about the next generation of female leaders and these role models that the younger folks are seeing. You can't, you can't even put a price on how valuable that is for them. >> It's so funny, talk about the role models, we interviewed Maria Klawe, who runs Harvey Mudd, years ago, at Grace Hopper, and that was such a big part of her theme right? >> Are there people, >> Absolutely. are there women that the younger gals can look up to, and see oh, she looks kind of like me, or I could be like like her one day, and it's such an important thing. And she talked about, you know, Zuckerburg, and Jobs, and kind of the male tech rock stars, if you will, are tech rock stars, but they're not necessarily the ones that some 14 year old [Wendy] 10-25, or 14 13 year old, or 25 is going to look up to and say, that's me >> Exactly. in a few years, if I work, so ... >> Exactly. >> It's such an important piece of the whole component. >> My friend, a buddy of mine, she's the founder of Austin Women magazine. And she has this catch phrase that's fabulous. She goes, the female role models, if you can't see it, you can't be it. So if I'm a 24 year old young lady that's graduating, and I don't see anyone else who looks like me, then what do I do? So that's why I love this event in particular. It's my passion event, yeah. >> Alright, well Wendy, your passion comes through and thanks for taking a few minutes of your time with us. >> Absolutely, thank you for having me. >> Absolutely. Alright, she's Wendy Howell, I'm Jeff Frick. We are at Girls In Tech Catalyst in downtown San Francisco, thanks for watching. (upbeat digital music)

Published Date : Jun 21 2018

SUMMARY :

brought to you by Girls in Tech. at the Girls In Tech thank you for having me. Why are you involved in Girls in Tech? It's the time to get more and more focus and said you know, we got to get involved. And one of the ones the name, but it's not tile. I think it was Sandy Carter. the last year or the year before, and it was great. in the way that they put resources Plus the events, 'cause this is, Back in the day (laughs). are going to take everybody's job, and the right thing to do, over the last three years, So that's sort of the way of the big events that the second year in, and I truly believe and the brand that is Girls In Tech now. and kind of the male tech rock stars, in a few years, if I work, so ... piece of the whole component. she's the founder of and thanks for taking a few in downtown San Francisco,

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Wendy M. Pfeiffer, Nutanix | Girls in Tech Catalyst Conference 2018


 

(upbeat music) >> From San Francisco, it's The Cube, covering Girls in Tech Catalyst Conference. Brought to you by Girls in Tech. >> Hey welcome back everybody, Jeff Frick here, with The Cube. We're at Downtown San Francisco, Girls in Tech Catalyst. Great event. We've been coming for a couple of years. About 700 professionals, mainly women, a few men, and I think they brought in a busload of kids to get inspired, talking about their stories, and really, it's a series. It's a one-track conference, two days, about 20 minute talks and really good stuff. Really great content. Check it out online if you didn't register this year. Make sure you come next year, and we're excited to have our next guest, Cube alum, really from one of the hottest companies in tech right now, she's Wendy Pfeifer, the CIO of Nutanix. Wendy, great to see you again. >> Hey, nice to see you, Jeff. >> Absolutely, so we see you at Nutanix Next all the time, but we haven't seen you at Girls in Tech. >> Yeah. >> So how long have you been involved in Girls in Tech? >> So, I've been involved since the very first meet up, more than 10 years ago. Girls in Tech was very inspiring to me, and I was here at the Catalyst Conference last year, and I'm a member of the board of Girls in Tech as well, so I'm able to give back and provide some leadership at that level. >> So we just had Adriana on, and she was going through-- >> Yeah. >> Some of the numbers, I mean, the growth of this organization, second to Nutanix, is off the chart. >> Yeah. >> I mean, really amazing. >> It really is amazing, you know. In some ways our time has come. Adriana's had this big vision for a really long time. Really focused on educating women, helping them to understand the potential of careers in tech, and technology knowledge, and that's a global message, and a message that resonates at every age level, and in lots of different sectors of society, so it's juts a privilege to be able to partner with her and others on the board, to enable the vision, and Nutanix as well, you know, is donating, is present here at these conferences, and partnering at Catalyst and Amplify, and other parts of the organization. >> Right, because it's not only the right thing to do, it's also good business, which has been proven time and time again. >> Absolutely, and you know, it's kind of taken on this passion, mission, just excitement thing, but it is practical as well and you know, all the studies, I'm sure so many folks have talked with you about this. There's so many studies, there's so much research that says diversity brings better decision-making, better product development. >> Right. >> And better satisfaction in our work environments as well. >> Right. The other thing that struck me talking to Adriana, and I guess I just didn't know, kind of the breadth of types of activities that Girls in Tech's put on. So we've been to Catalyst before. We've been to-- the Pitch Night, Amplify-- >> Amplify, yeah. >> But I didn't know, she's running, you know, there's all kinds of different-- types of things. >> Absolutely. I think the underlying passion is for education. If you think about, particularly people in underserved communities, there is a real opportunity, you know coding, and learning to code, learning to interact with computers; that's a language that transcends geographic boundaries, ethnic boundaries, age, and religious boundaries, and it's something that, you know ever since my days at Yahoo, I really felt like technology could bring the world together, and today in particular, there is so much disparity between women and men and their access to technology education and technology careers. >> Right. >> That this is, you know, more than just creating a level playing field. I think we're making our own playing field. We're not going to their playing field, anymore. We're creating our own at locations like this. >> Right, and clearly a bunch of founders are here today, who've-- >> Yeah. >> Started their own companies. But the other thing I think is interesting, is culture keeps coming up time and time again in all these conversations, and Adriana's built a culture starting, always from the top down, with the board. It's a phenomenal board of professional women-- >> Yes. >> That she's pulled together of this organization. >> Yeah, there are a couple of males on the board, too. I want to make sure I point out. >> Yep. >> Because we're a diverse board as well, but she has. She has brought together people who are leaders in the technology space, but also folks who are passionate about building a healthy nonprofit organization; one that's global, one that can scale, and so we also look at the fundamentals, and the business fundamentals as well, so we are expanding from 60 to 100 countries, and from 100,000 members to 200,000 members, I mean, who would think, right? >> Right, right, right. >> It's extraordinary. Even then, though, those 200,000 women are a drop in the bucket, compared to the 50% of the global population-- >> Right. >> Who are female. >> Right. And then you work at Nutanix. Super hot-- >> Yeah. >> I don't want to say startup anymore. You guys have IPO'd. >> Right, right. >> But, you know, but you're livin' it in terms of trying to get enough, good, qualified talent-- >> Yes. >> Just to feed the one engine that I Nutanix, so it's a real-- >> Yeah. >> Demand in the market place. >> Definitely, that's the case, you know, we sort of struggle with the thought, you know, are there just not enough women candidates in these fields, but what we learn at conferences like this is, that there are enough women candidates, but we don't necessarily recognize those women, and we don't know where to find them, and they may not find the sort of work that we represent to be attractive. And so we're sort of trying to change how we speak and think. Culture is a good word, but it's a revolution. It's a cultural revolution in terms of identifying talent where it sits. We spoke a lot in the last day and a half around blended careers, the bringing together of art and technology, or communication and technology, and the fact is that technology just underscores everything we do-- >> Right. >> Nowadays. >> Right. >> And so, you know, having people who can blend those things, is a real advantage, and women have this ability to take a multi-faceted approach to the work that we do and the way that we live our lives. We multi-task as a sport. >> Right, right. It's interesting, too, as the machines get better and as A.I. gets better, machine learning, the softer skills applied with the context become so much more important than necessarily just the super hard-core coding skills. >> You know, I have a story around that. So, we've just deployed, my IT department has deployed a machine-learning tool at Nutanix, to replace a lot of the interactions that happen on our help desk, and we found we just couldn't scale as the company was scaling, so we've been training A.I. from a company called Moveworks, and you know, we've been training it uniquely with our voice, and I think a little bit with my voice, and I just had one of our employees write back to me and say, "Not only is this thing", we call it Xbot, "Not only is Xbot solving my problems, but", he said, "she is pretty sassy, too." And I'm like, yay, he knows it's a she! >> Right, right. >> Right, and she's sassy too, so yeah, that unique voice-- >> Right. >> Is infusing even the machine-learning training that we're doing-- >> Right. >> And I think that makes for a more delightful experience-- >> Right. >> For all of us. >> It's funny, the voice thing, 'cause you know, Google had their very famous, the restaurant reservation call-in demo-- >> Yes! >> They got capped on a little bit-- >> Right. >> For, you know, was it real or not, but what made it so, so dramatic was the human-like elements in the conversation of the machine-- with ums, and ahs-- >> Absolutely. >> And uhs, and pauses, which we laugh about, 'cause we can shoot Cube interviews, everybody wants to cut those parts out, and we're like no, that's what makes people, people. >> Right, exactly, I agree with you. And at the same time, you know, there are, you know, things that are uniquely female stereotypes. We're more wordy. We have more things to say. >> Right. >> You know, we're more multi-dimensional. We can hold two thoughts at the same time, and so that's part of the richness of communication and our interaction too, but to the extent to which we can embed that in our technologies and our interactions, those are the extent to which they'll be more delightful-- >> Right. >> It's no coincidence that Siri and Cortana and all of those A.I.s sort of have this female persona, and I don't know if you know this, the, you know, Cortana, who's the Microsoft, you know, A.I., you know, she's voiced by the same character that's Cortana in one of their video games-- >> Oh, really? >> And she's sort of this like, badass fighter gal, too, so check it out. >> Well, we know what happened to Bob, right? >> Right. >> I know, poor Bob. >> Which, ironically, was Melinda Gates's project. Which, I don't know if you knew-- that story. >> I did not know that. >> So yeah, Melinda Gates's introduction to Bill was as product manager for Bob, which, if you don't know that story, check it out. It's old history. >> Oh, that's-- fantastic! >> But it's very good. Alright, before I let you go, one last thing. >> Yes. >> So you spoke, and they've got these great posters all around the room with little highlights from people's-- >> Yes. >> Conversations and yours was, I described it off the wall, "It's okay to be bad." >> Yes. >> I'd love, for the people that missed it, what's the message there? It's an important message. >> Yeah. >> Especially for women. >> Yeah, I think as women, you know, we don't have a lot of role models and when I get up as a role model, I'm one of the few CIO's who's female and Silicon Valley. You know, we give these speeches, and they sort of make us like Mother Teresa, you know. First you hae your mission in mind, and you lean in, and you do all these awesome things. But the fact is, it is actually okay, to be yourself. It's okay to be bitchy. It's okay to be cranky. It's okay for anger to fuel you. It's okay to be aggressive, and even if your male counterparts tell you otherwise, or say, "Wow, that's "unseemly.", I think it's just okay. We don't have to be pure and perfect in order to be successful. I can be those things all at the same time. And I also say, it's also okay to be good, to be merciful, to be soft-spoken, to be wordy, to be studious; that combination of things. We're allowed to be our genuine selves, and we don't have to be perfect to be successful and I feel like I embody that-- in particular. >> Yes, you certainly do. You certainly do! >> What, I'm not perfect? >> Yes, I mean the Nutanix story is a phenomenal story. >> It is. We are fortunate, we've been there since the beginning-- >> Absolutely. >> Watching it grow, and so no-- >> Helping us to frame the story, so thanks to The Cube. I appreciate that. >> Well, and you're super successful, and the company's successful so the fact that are Wendy, you know, you are who you are. You're a big personality, and it comes through, and it's great, and it works, and you're successful, so, if they need someone to look up to, you're certainly a fantastic role model. >> Thank you so much. Well I appreciate that. It's funny, 'cause I have never tried to be a role model, and now, just by accident, I've survived long enough. Here I am. (both laughing) >> Well that's a whole different conversation-- >> Right, right. >> You just look around like, I am the oldest guy in the room. But that's a different thing. >> I know. You're actually the only guy, just sayin'. >> Alright, well Wendy thanks for takin' a few minutes, and I guess we'll see you next at Nutanix next, if not sooner. >> I look forward to it, thanks. >> Alright, thanks. She's Wendy, I'm Jeff, you're watching The Cube from women, or Girls in Tech Catalyst 2018. (upbeat music)

Published Date : Jun 16 2018

SUMMARY :

Brought to you by Girls in Tech. Wendy, great to see you again. Absolutely, so we see you and I'm a member of the Some of the numbers, I and others on the board, only the right thing to do, and you know, all the studies, in our work environments know, kind of the breadth she's running, you know, the world together, and That this is, you know, always from the top down, with the board. of this organization. of males on the board, too. and the business fundamentals a drop in the bucket, compared And then you work at Nutanix. I don't want to say startup anymore. and the fact is that technology and the way that we live the softer skills applied with the context Moveworks, and you know, we laugh about, 'cause we can And at the same time, you at the same time, and so and I don't know if you And she's sort of this Which, I don't know if you knew-- if you don't know that you go, one last thing. I described it off the wall, I'd love, for the people and perfect in order to be Yes, you certainly do. Yes, I mean the Nutanix We are fortunate, we've been story, so thanks to The Cube. that are Wendy, you know, Thank you so much. guy in the room. You're actually the only guy, just sayin'. you next at Nutanix next, you're watching The Cube from

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Wendy Howell, Cisco Services | Girls in Tech Catalyst Conference 2018


 

>> From San Francisco, it's theCUBE covering Girls in Tech Catalyst Conference, brought to you by Girls in Tech. (upbeat digital music) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in downtown San Fransico at the Girls In Tech Catalyst Conference 2018. About 700 people, mainly women, some men. I think they brought in a school bus load of girls to participate. And really it's a two-day, single track conference. A lot of, just presentations by senior executive women telling their story, how they got to where they were, giving some inspirational advice. And we're psyched to be here. Adriana runs a great, great conference. It's a super organization, and we're excited to have our next guest. She's Wendy Howell, the chief of staff for Cisco Services. Wendy, great to see you. >> Great to see you, thank you for having me. >> Absolutely, so you're here instead of Cisco Live, which I think is great for you. What do think about this event? Why are you involved in Girls in Tech? >> Yeah, so I discovered Girls in Tech probably about three years ago and saw Adriana speak on just some interview. And I went, I don't know who she is, but I love her, and I love her message. So fast forward, attended my first Catalyst about three years ago, found out that we had two VPs that were on the board at Cisco which I didn't know. So, what's going on here? Let's do something with these guys. They were trying to put together a global partnership, and we really, they just couldn't get it over the line. Well, what's the problem? Funding. Okay, well let's fund it and let's just go. So we signed a global partnership two years ago with Girls in Tech. We've done, I think we've sponsored, overall with Cisco, about 15 different events. Catalyst Conference, AMPLIFY Women's Pitch Night. I think we've done eight. Hacking for Humanity events globally. It's just an amazing organization. It's the right organization at the right time. You know Adriana. She is amazing, she's a force of nature. And so I liken myself to be a mini Adriana for Cisco. (laughs) It's the time to get more and more focus on getting women in tech, and especially making sure that we have role models for the young ladies that are coming up in technology. >> Right, right. That's funny, that's how we found Adriana as well. I think she was on at a IBM event many, many moons ago and said you know, we got to get involved. >> It was random. >> The Pitch Night is really fun. You know, that's just a great event. And one of the ones from a couple years ago is really taking off, the little like, tile-like device. >> That's right, that's right. >> Which I can't remember the name, but it's not tile. >> And in fact, I saw one of your interviews, I think it was Sandy Carter. I don't know whether it was >> Yeah. the last year or the year before, I just did volunteer, >> Good, good. and it was great. >> So you know, the sponsorship list has really grow this year, and it's a who's who of corporate logos, >> Absolutely. which is great. We're looking at it over, across the way. And we talked about it a little bit before we turned on the cameras, about how some of the bigger tech companies specifically, 'cause it's kind of a tech focused event, obviously, can be, not only more involved, but a little bit more thoughtful, a little bit more organized, a little bit more coordinated in the way that they put resources behind events such as Girls in Tech. So why don't talk to kind of what your experience is there, what are guys doing, how are you trying to add a little bit more purpose and organization behind your efforts? >> Right, and again, originally the partnership, it came together quite fast after we sort of said hey let's just go do this. So then our first year, we really were focused specifically on events, and let's do events together to really get our name associated with the brand of Girls in Tech, which is global, and phenomenoal, and 100,000 plus members, etc. This year, in our second year, I think we're being a little more thoughtful, and we really want to continue to show the ROI for our organization. So we're really focusing more on the recruiting aspect. And there's some new cool things coming out on that front from Girls In Tech. And I really want to just say, hey it's great to have our name associated with Girls In Tech, but what's it doing for us? What are we doing for the women that we're supporting? Let's hire them into Cisco, let's hire them into AWS. So that's a real big key focus area for us this year. Plus the events, 'cause this is, you know, not only is it great for us, but I get to bring my team here and they come away feeling fantastic and amazing, and I get all psyched watching all these young ladies walk around. >> Right. >> Many of them, I'm like, I wasn't even thinking about things like this when I was your age. Back in the day (laughs). >> That's right, dune day, thankfully. >> That's right. >> So that's interesting, in terms of how do you measure your ROI in the investment? Clearly, recruiting has got to big a piece right? You can never get enough >> Yeah. people, and even though machines are going to take everybody's job, Everyone >> That's right one day seems to have a whole lot of open recs, and can't fill the people. So is there anything else that you look at besides just hiring, or is it the number of people that come through the process? How do you measure? 'Cause we know it's not only just good and the right thing to do, but there's real business benefit to participating in diversity programs. >> Absolutely. And I mean, every large organization right now, over the last three years, has come to that realization. This diversity is not just a buzz word, it's a thing. We know that there is greater ideas that come out of it, more diverse ideas, bookings, I mean, there's real, relatable, tangible feedback that you can get from it, right? >> Right, right. So recruiting is a big one for us, but also we look at the impact. You know, every quarter, we sit down with Girls In Tech and we get an impact report of what are you Cisco, what have you done, Cisco, and what has it done for Girls In Tech, and what has it done for us? How many people have we had attend a Hack-A-Thon? How many dollars have we supported with? How many people are going through a boot camp? So that's sort of the way we look at it as well, the impact report, also. >> And do you find it's a higher kind of ROI, in, not so much a smaller organization, but these are relatively small events compared to Cisco Live and a lot of the big events that are in the industry. Is it just a more focused return? Is it a better return? How does it fit in with your whole strategy? >> Yeah, I would call it more focused. It's more of a niche, but it still provides us, and we're growing, right? So we're only >> Right. the second year in, and I truly believe that if we continue our focus in this area, I can see a strong, high trajectory if you will. >> Right. So just a pitch for companies like Cisco that aren't involved with Girls in Tech, who you may compete with, you may not compete with, you probably partner with out in the ecosystem, what would you tell 'em about this organization and why they should get more involved? >> Yeah, I mean, I think there's a couple things. So number one, Adriana herself, and the brand of her, and the brand that is Girls In Tech now. If you think about it, I mean, 10, 11 years now, so going from one chapter to 62 plus, hopefully 75, I think, by 2020 is the goal, and now 100,000 plus members, being associated with this brand is fabulous for your business, but you know, it's also the right thing to do. Because again, I go back to my super passionate about the next generation of female leaders and these role models that the younger folks are seeing. You can't, you can't even put a price on how valuable that is for them. >> It's so funny, talk about the role models, we interviewed Maria Klawe, who runs Harvey Mudd, years ago, at Grace Hopper, and that was such a big part of her theme right? >> Are there people, >> Absolutely. are there women that the younger gals can look up to, and see oh, she looks kind of like me, or I could be like like her one day, and it's such an important thing. And she talked about, you know, Zuckerburg, and Jobs, and kind of the male tech rock stars, if you will, are tech rock stars, but they're not necessarily the ones that some 14 year old [Wendy] 10-25, or 14 13 year old, or 25 is going to look up to and say, that's me >> Exactly. in a few years, if I work, so ... >> Exactly. >> It's such an important piece of the whole component. >> My friend, a buddy of mine, she's the founder of Austin Women magazine. And she has this catch phrase that's fabulous. She goes, the female role models, if you can't see it, you can't be it. So if I'm a 24 year old young lady that's graduating, and I don't see anyone else who looks like me, then what do I do? So that's why I love this event in particular. It's my passion event, yeah. >> Alright, well Wendy, your passion comes through and thanks for taking a few minutes of your time with us. >> Absolutely, thank you for having me. >> Absolutely. Alright, she's Wendy Howell, I'm Jeff Frick. We are at Girls In Tech Catalyst in downtown San Francisco, thanks for watching. (upbeat digital music)

Published Date : Jun 15 2018

SUMMARY :

brought to you by Girls in Tech. at the Girls In Tech thank you for having me. Why are you involved in Girls in Tech? It's the time to get more and more focus and said you know, we got to get involved. And one of the ones the name, but it's not tile. I think it was Sandy Carter. the last year or the year before, and it was great. in the way that they put resources Plus the events, 'cause this is, Back in the day (laughs). are going to take everybody's job, and the right thing to do, over the last three years, So that's sort of the way of the big events that and we're growing, right? the second year in, and I truly believe out in the ecosystem, and the brand that is Girls In Tech now. and kind of the male tech rock stars, in a few years, if I work, so ... piece of the whole component. she's the founder of and thanks for taking a few in downtown San Francisco,

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Wendy Cartee, VMware and Aparna Sinha, Google | CUBEConversation, March 2018


 

>> Hey welcome back to everybody, Jeff Frick here with theCUBE. We're in our Palo Alto studio for a CUBE conversation. The crazy conference schedule is just about ready to break over our heads, but we still have a little time to do CUBE conversations before we hit the road. But one show we're doing this summer that we've never done before is Kubecon Cloud Native Con, I got to get all the words. It used to be Cloud Native, now Kubecon's up front. But we're going to go to the European show first time ever. It's May 2nd through 4th at the Bella Center in Copenhagen, Denmark. We're really excited to go 'cause obviously a ton of activity around containers and Kubecon and Kubernetes, and we're excited to have a little preview of the show with two folks. We've got Wendy Cartee, she is the Senior Director Cloud Native Applications Marketing for VMWare. Welcome. >> Thank you, it's a pleasure to be here. >> And also giving us a little preview on her keynote, maybe we can get something out of her, I don't know, Aparna Sinha, she is a Group Product Manager for Kubernetes and Google's Kubernete Engine at Google, long title. Just see the Kubernete shirt, that's all we need to see. Welcome. >> Thank you. Glad to be here. >> Absolutely. So for the folks that have not been to Kubecon before, let's go through some of the basics. How big is it? Who can they expect to be there? Do you have the fancy letter for them to give to their boss to get out of work for a week? >> Yeah, yeah. >> Give us the basics. >> This is going to be our biggest event in Europe yet. So we're expecting actually four thousand plus people. We expect that it'll be sold out. So, folks should register early. And who should go? Actually tends to be a mix of developers who want to contribute to the project as well as users. I think in Austin, which was our last conference, there was about a 50/50 mix of folks that were using Kubernetes. So it's a really great place to meet others that are using the software. >> Are there a couple of new themes this year? Or is just just kind of generic training and moving the platform along? Or are there some big announcements that people can expect? >> Yeah, I expect some big announcements. And I expect that there'll be a couple of themes around security, around Serverless, that's a major area, and around developer experience, and of course machine learning. So those are some of the things that are top of mind for the community. >> And probably Service Mesh will be another round of hot topics this year as well. >> Which one? >> Service Mesh. >> Jeff: What is that? >> It's a project that is a part of CNCF around Envoy. And it's essentially the notion of having a stack of services that provide everything from connectivity to API access for microservices. >> I ask because we had an old customer of Service Mesh saying they got bought by some services company... >> Yeah, this is, I think the term is an old term, so obviously when you start using Kubernetes it's really around breaking down your applications and having microservices. You get a proliferation of microservices. Service Mesh essentially enables you to manage those, so set up security and communication between those services and then manage them at scale, so that's really what a Service Mesh is. And Envoy is at the heart of that. And then there's a project called Istio. There will definitely be, and there was a lot of discussion around that at Kubecon in Austin. And they'll be some training before the conference this time. There are several co-located events. There'll be some training beforehand. So for folks that want to learn, they're new to Kubernetes, they're new to the concept of Service Mesh, I would recommend coming a day early or two days early, 30th and 1st, there's a number of different workshops. >> It's pretty amazing just the growth and the momentum of containers and Serverless, and obviously Docker kind of came out of nowhere a couple three or four years ago. And then Kubernetes really kind of seemed to jump on the scene in terms of at least me paying attention, probably a couple two, three years ago. And it's phenomenal. And even only just to check it out, Google's putting on all these little development workshops. This one was at Santa Clara Convention Center probably a month ago that I went down. And the place was packed, packed. And it was, get out your laptop, get out your notes, and let's start going through and developing applications and really learning. I mean, why does this momentum continue to grow so strongly? >> From what we see, we have enterprises that are in the journey of digital, you're kind of going on the digital transformation. >> Jeff: Right. >> And to drive that faster business model they need technologies like Cloud Native to help them with faster development, to help them with driving new innovations in their application, and I think that that's what we see in the Kubernetes community. I think we see developers and contributors coming to conferences like Kubecon, especially to really learn from each other and find out what are some of the latest innovations in this space and how they can bring that back into their companies to drive faster development, and at the end of it, essentially driving better services, better experience for their end users as well. >> And it's really been interesting watching the VMWare story particularly, because you know people were a little confused when the merger happened with Dell and EMC and how was that going to affect (mumbles) and VMWare, and yet, the ecosystem is super vibrant. We do VMworld every single year. It's one of our biggest shows. The thing is packed with a really excited ecosystem, obviously you guys made big moves with Amazon last year. You're making moves with Google and Kubernetes, and it was funny. People were concerned a couple years. It's almost this rebirth of what's going on at VMworld and this adoption of really (mumbles) technology as well as open source technologies. Has the culture changed inside? Is this something that you guys figured you have to do or was it always there under the covers and maybe we just weren't paying enough attention? >> Yeah, I think it was always there. I think we are very close to the transformation and the journey that our customers are on. And obviously the customers themselves have a full stack solution deployed in their environment today. Many of them are using vSphere or vSan or NSX, vRealize Portfolio to build their business, and they're looking at how to transform and add containers as another layer on top of their software defined data center, to essentially breathe some of these newer technologies into their environment as well. >> Yeah, and Aparna, Google's been sharing open source stuff for a while. Even back to early Hadoop, Hadoop days. So, as big and powerful as a company that it is and as much as scale is such an important piece of that competitive advantage, it's wild that you guys are opening things up and really embracing an open source developer kind of ethos to acknowledge. As smart as you are, as big as you are, as much power as you have, you don't have all the smartest people inside the four walls of Google. Well, Google has always contributed to open source. I think we have a very long and rich history of sharing software and, you know, really doing joint development. So Android is an open source, Chrome, Chromium is open source. TensorFlow is open source. And Kubernetes really is, I think, different in that sense in that there is a thriving community around it and Google's been very, very active, and I've been very active personally, in developing that community and engaging in the project. And I think that goes back to what you were saying about the meetups. There are several meetups all around, so it's not just in one location. I think globally. And I think the reason it's so diverse and so many people are involved is because it does lead to, you know, Kubernetes enables a benefit that is meaningful in enterprises, large and small, where you can start rolling out applications multiple times a day. And it just gives developers that productivity. It's very accessible. And over the years, especially as the project has matured, it has become, it's like my daughter or my son can go and they can use it. It's really easy to use. So it's not hard to pick up either. >> And it's also interesting because we do a lot of shows, as you know, theCUBE goes to a ton of shows, and everybody wants the attention of developer if they haven't had (mumbles) everybody's got a developer track a developer this, a developer that. Everybody wants to get to developers. It's very competitive. As a developer you have a lot of options of where you want to spend your time. But really, especially Google, kind of comes at it from, and always has, development first. Right? It's kind of developer first. So I'm curious, you talked about the community that's going to be gathered in Denmark when you've got contributors as well as users and contributors all kind of blended together. Not really forced together, but coming together around this universal gravity that is Kubernetes. What is that enable that you don't get if you're traditionally either a developer show or kind of a user show? >> Yes, I think that's really important and one of the beautiful things about open source, is that you get what you see. And you can actually change it and own it and it's not some other entity that owns it. So we'll have many companies presenting, so Bookings.com, Spotify, New York Times, Ebay, Lyft. These are all companies that are using Kubernetes and also contributing to Kubernetes. And so it's a nice virtual cycle. And what you get from that is you're in touch, you're in constant touch with your users. So a lot of them actually use Google Kubernetes Engine, and I know what they're looking for. And so we can then shape the project and shape the product accordingly. >> Then the other question I always think is interesting when you're working with open source projects and contributors, right? A lot of times it's a big part of whom they are, especially if they're a good contributor. You know, it's part of their identity, it's part of the way they connect with their community, but they got to get work done for the company, too. So in terms of kind of managing in the development world with contributing people, people contributing to open source projects as well as you got to get our work done that we're working on, too. How do you manage that? How is kind of best practices for having a vibrant open source contributing staff that's also being very productive in getting their day job done? >> I think engineers love to learn from other engineers and developers, and I think that community is the reason why they come. And it's not only our conferences when everybody gets together at a conference like Kubecon, but there's a tremendous amount of activity day to day offline over conference calls like Zoom and, you know I'm on some of the calls that Aparna is on and its amazing. You have people from all over the world, developers from everywhere, who will meet on a weekly basis, and they'll Slack each other. And I think that that sense of community, that sharing of information and really learning some of the best practices and learning what others have done is why people come, and it's great to have a conference like Kubecon where people can finally come together and meet in person and just kind of enjoy each other's presence and communicate face to face, and really connect in person. We're very excited about Kubecon and kind of being part of that energy, that enthusiasm that is in the community. >> It's interesting, the Slack, the kind of cross-enterprise Slack phenomenon, which I hadn't really been exposed to until a couple of projects we got involved with, and I got invited into these other companies' Slack, which I didn't really know that that was a thing to open up that wall in between the two companies and enable a very similar type of interaction and engagement that I have with my peers inside the walls as I do now with my peers outside the walls. So that's a pretty interesting twist in enabling these tools to build community outside of your own company. >> Yes, it is, and Slack is a great tool for that. But even aside from the tooling, I think that the pace of software innovation is very, very fast these days. And if you stay within the walls of your company you miss out on so much innovation that is available, and I totally agree with Wendy. Contributors and developers in general, they like to know what's next. And they like to contribute to what's next. And you said you went to some of the meetups, so you can sort of see that you're actually benefiting from that, from both contributing as well as from meeting with and absorbing what others are doing. You're directly benefiting your company, you're directly benefiting in your own job because you're innovating. >> So before we let you go, any particular session or something is happening at the show in Denmark that either you're super excited about or maybe is a little bit kind of flying underneath the radar that people should be aware of that maybe they didn't think to go to that type of session. >> Well I think there are a variety of excellent sessions at the Kubecon that's coming up. There are user topics. Arpana talked about some of the companies that will be there to share their experience. I've seen talks about communities and contributors and how they can contribute and build the community. I think there are SIG updates that I think would be very informative. And I also think that there are a lot of announcements that will be made at the event as well. I think that's exciting for everybody to see the new innovations that's coming out that impact the community, the users, and in general the ecosystem as well. >> Aparna? >> Yeah, yeah, so if I were to lay it out, I mean definitely folks should register early 'cause it's going to sell out. There were a thousand plus submissions and a 125 talks have been accepted. There are 31 Google talks. There's all manner of content. I would suggest users go a little bit early if they want to get the hands-on training in the workshops. And then as Wendy mentioned, I think on May 2nd there's a contributor summit, which is actually, that's the thing that's flying under the radar. It's a free event, and if you want to learn how to contribute to Kubernetes, that's where a lot of the training will be. And the SIGs, the special interest groups, in the community, each of them will be giving an introduction to what they do. So it's a really good event to meet maintainers, meet contributors, become one yourself. And then in terms of the agenda, I think I mentioned the topics. I'm giving a keynote. I think I'm giving the opening keynote there. It'll be about developer experience, because that's a big deal that we're working on in Kubernetes, and I think there's many new innovations in improving the developer experience with Kubernetes. I'll also be giving an overall project update. And then some of the other keynotes, there's a keynote on KubeFlow, which is a machine learning framework on top of Kubernetes. And then there's a series of talks on security and how to run securely in containers. >> All right, well I think we're almost ready. We got to register, we got to study up, and make a couple contributions before we're headin' over there, right? >> Absolutely. >> All right, Wendy, Aparna, thanks for taking a few minutes and look forward to seeing you across the pond in a month or so. It's May 2nd through 4th in Denmark at the Bella Center, Copenhagen, Denmark. Thanks again for stopping by. >> Wendy: Thank you. >> Aparna: Thank you. >> All right, I'm Jeff Frick, you're watching theCUBE from Palo Alto, we'll see you next time. Thanks for watchin'.

Published Date : Mar 23 2018

SUMMARY :

is Kubecon Cloud Native Con, I got to get all the words. Just see the Kubernete shirt, that's all we need to see. Glad to be here. So for the folks that have not been to Kubecon before, So it's a really great place to meet others And I expect that there'll be a couple of themes And probably Service Mesh will be And it's essentially the notion of having I ask because we had an old customer And Envoy is at the heart of that. And even only just to check it out, that are in the journey of digital, and at the end of it, essentially driving better services, and maybe we just weren't paying enough attention? and they're looking at how to transform And I think that goes back to what you were saying What is that enable that you don't get and it's not some other entity that owns it. it's part of the way they connect with their community, and it's great to have a conference like Kubecon and I got invited into these other companies' Slack, And they like to contribute to what's next. that maybe they didn't think to go to that type of session. and in general the ecosystem as well. and if you want to learn how to contribute to Kubernetes, We got to register, we got to study up, and look forward to seeing you across the pond we'll see you next time.

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Wendy M. Pfeiffer, Nutanix | Nutanix .NEXT 2017


 

>> Narrator: Live from Washington, D.C., it's theCUBE covering .NEXT conference. Brought to you by Nutanix. >> Welcome back to Washington, D.C. everybody. This is theCUBE, the leader in live tech coverage. My name is Dave Vellante. I'm here with Stu Miniman, this is day two of our coverage of .NEXT Conf #NEXTConf. Wendy M. Pfeiffer is here. She's the relatively new CIO of Nutanix. Wendy, thanks for coming on theCUBE. >> Thanks for having me, good to be here. >> Okay, you got my attention. You said there's a reason for it. >> Reason for the M? >> For the M. >> Yeah, absolutely. It's my mom's middle initial, her middle name is Michelle. My middle name is Michelle and my ten-year-old daughter Holly's middle name is Michelle and we sort of pass along our female heritage. I send Holly a message whenever I do anything publicly that it's a shout out to her. She gets to lead, she gets to be proud of her feminine heritage as well as her family heritage. >> I love that, that is fantastic. Quick aside, I'm going to make you laugh. We're at the race track one day and there was this one guy, and he was winning and I wasn't winning so I said, it's like the eighth race, How are you doing this? Well his last name began with an M. He goes, I'm just betting on all the horses with an M in it. >> That could be another good reason. Thanks for the tip. >> Anyway, welcome to theCUBE and welcome to Nutanix. Five months in on the job, you got a really strong IT background. GoPro, Yahoo, both companies of senior leadership. Robert Half, I think, was on the resume as well. >> Yeah, CISCO Systems, Exodus Communications. >> You've seen it all. >> Which means I'm old. I've been around a long time. Any company, I would work anywhere. >> Not as old as I am, honey. So, what's the experience been like at Nutanix? Tell us about the onboarding. >> It is a playground, I love it. Nutanix, I was hoping that they would have the technology that I love and they do. It's one of the first places I've worked where it doesn't matter if I need server storage, we have that. It's pretty cool. I have a really amazing team and then the leadership there is fantastic. It's also the first time in my career where I'm working for a company that sells to CIO's and so my opinion of our product matters. I get to be customer number one, drink our champagne, that sort of thing. In fact, I'm on that path, we call it Eat Your Own Dog Food, when I came on board and I said, I don't want the dog food. We're going to be drinking our own champagne. I want the good stuff. I'm getting to play and just experience the product and experience that process and then people care what I think, people who are developing product care what I think and that's great. >> Are the sales guys dragging you into situations as well? >> They are totally dragging me into situations. I'm not that compelling in direct sales but I have been giving them some tips on how to sell to CIO's. Just letting them know how to approach us, and some of the things that we care about and don't care about. What's great as well is, I'm not very good at being fake, so when I talk about using our product and when I'm excited about our product, it's pretty, you know, it's genuine. If I don't like something, you know that too. >> Well CIO's, you're part of a network. >> We are. >> And that network is sort of immutable, in my opinion. >> It's a secret cabal. It really is, we get together in treehouses and exchange the password. >> But there's a code, right? >> There is. >> You're not going to give another one of your peers some bad advice, even if you are a CIO of a company that's trying to sell to them. >> That's right. It's a small circle. I do belong to some groups that get together and talk about some of our common challenges and one of our cardinal rules is that no vendors are allowed and there's no selling. We do, if we have some expertise, we'll share that but we really don't cross that line. So when I do give advice, they know it's genuine, as much as possible. >> Wendy, we always like to ask CO's, what's challenging you today? Typical IT, we always said for years, it was like, Okay, your headcount next year is going to be flat, your budget's going to be declining. What do you see when you're talking to your peers? What are some of the biggest challenges that they see? >> It's a few things. One thing is, the transformation that's happening around digital technologies and moving into the cloud. It's requiring a transformation of skill sets as well. We really have a challenge, first of all, in deciding, if we have traditional IT folks, how do we transform their skill sets? How do you make an infrastructure guy or gal someone who writes code? That's one thing and just a dearth of talent. There aren't enough people entering the workforce. That's one thing. Another thing is, really just about the pace of innovation. By nature, when you get to a senior executive level, you're almost less innovative than you might've originally been but we're supposed to be the paragons of innovation and new ideas and so we struggle with that. We struggle to keep it fresh and reinvent ourselves. I left a fairly traditional career to go to GoPro, just because of that desire to reinvent myself and try something hard and new. We've got that struggle as well. I'd think as well, just the changing business models, too. There's a lot, we're always balancing CapEx, OpEx, a lot of us have a big investment in OpEx and in SaaS and then trying to balance that with CapEx. We've always got those challenges. I think that's a lot of it. >> Wendy, we're 10 years into this journey of what cloud and how it's going to affect it and the role of the CIO is something that's been in the center of it. Does the CIO become irrelevant? Does he become a broker of services? You talked a little bit about some of the changing roles. How was your viewpoint on cloud, has it changed over the last few years in some of your different roles and I'm curious inside of Nutanix, how public cloud fits into what you use. >> I think there's a couple of layers. One layer that doesn't go away is operations. Whether it's taking operational expertise and transforming that into code for DevOps, or whether it's transforming it into process for on-premise infrastructure, you have to have that knowledge and you have to have that leadership so I don't think the need for leadership is ever really going away. I think the center of leadership is changing over time and has sort of moved from place to place but ultimately, we have to have folks who understand how to build whatever it is, to scale, who understand how to flex, who understand how to deal with crisis. Then also, there's some fundamentals towards architecture and building blocks. Yes, we're architecting differently. We're architecting with code in the cloud but the principles underlying those things are relatively the same. I don't think that the functions, the need for leadership, is going away at all but I do think that we have to be flexible in our thinking. I will say the title CIO it's actually never kind of been right. Chief Digital Officer or Chief AWS Officer. All of those things are not exactly right. We need to not be so precious about titles and just go back to thinking and leading and innovating and let the titles take care of themselves. >> I got to still ask you about this emergent role of the Chief Data Officer. We can all agree data's important, whatever bromide you want to use, data's the new oil and so forth and so on. Many of the chief data officers that we've talked to are individuals that maybe do a lot of governance, lot of things that CIO's generally aren't responsible for. Yet at the same time, data is becoming this new competitive advantage and it's so important to information technology. What are your thoughts on data, helping companies become data-driven and what is the role of the CIO in that context? >> First of all, data is really, really important. How a company deals with its data is a gigantic differentiator. Obviously, we have all this opportunity in the areas of machine learning and potentially AI and so on. When I was at Yahoo, one of the things I worked on was our privacy initiatives and even back then, we had the ability to ingest a lot of data about our users and we had the ability, algorithmically, to do behavioral targeting. But we had to make some ethical decisions and some compliance decisions about how we used that data and so, the technology has been available for some time, but where we haven't caught up is in policy. I think that Chief Data Officer is really at the nexus of creating policy, understanding capabilities and deciding how we apply those things. We've always needed that role. Sometimes it's the CIO, sometimes it's the Chief Privacy Officer, we've always needed that role but the role is a little bit different, I think, with data because of the power of the data. I do think there's a need for some knowledge of the law, GDPR is coming down from Europe and there's a key factor there. Ultimately, data needs to be treated like an asset. It's product as much as anything else. I think someone who's akin to a Chief Product Officer needs to handle the company's data and that data needs to imbue the product, it needs to go to market plans. It also can be a reflection of the culture of the company, as well. Even collecting data on ourselves and how we operate and how our employees move through their cycles is very, very powerful. Always with ethics, though. That's the thing that, if you leave data in the hands of pure engineers or pure technologists, then you need some sorts of checks and balances as well because sometimes we're overcome by the possibilities of the technology, without thinking through the possibilities that affect human beings. We need that balance. >> I've always felt like the CIO is the field general and should be implementing the data strategy but he or she shouldn't be necessarily responsible for, Okay, how are we going to monetize the data? Who has access to data? What are the data policies? That seems like a full-time job but there is overlap, though. >> It's messy, right? A lot of times it has to do with, I mean at that sea level, those are all board-level positions, right? Ultimately, we're responsible for the financial health of the company >> Sure. >> At that level. Really, we're playing to our strengths. Sometimes we come to the table and we understand how to monetize data. Sometimes we come to the table and we know how to efficiently manage operations. There's usually a mix. There's somebody with a CTO or a CPO or a CIO title or a Chief Data Officer title, but it's less about the title and more about those strengths that show up around the executive table but there needs to be somebody, or maybe a combination of a couple of somebodies, who are hungry for the value that they can derive from that data and accrue that to value to the company. >> It's some notion of swim lanes for accountability but recognizing there's some overlap. We got to talk about women in tech, but go ahead. >> Just two things, Wendy. >> Did you notice I'm a girl? >> As a technology leader, I'm curious if you see differences between yourself being a technology leader in Silicon Valley and those outside the Valley and the second one, just curious if you've had any learnings working now for a company that sells to the enterprise versus being on the consumer side of the house at GoPro and some of the others? >> Silicon Valley is a bubble. We all breathe our own oxygen. We think we're pretty cool. We tend to be libertarian as a group and therefore, we have libertarian policies that are embodied in how we develop code, how we create product and we're creating our own little culture but we're not in sync with a lot of the rest of the world. Luckily, one of the pieces of our culture is about building things that are open and so people can repurpose our technologies in ways that make sense for them. The other thing is, even more profound, is the effect of millennials on both Silicon Valley and outside of Silicon Valley. Millennials are changing how we develop code, how we organize our companies, et cetera. Your other question, can't remember. >> Consumer versus selling to the enterprise. >> I think the difference really is just internally, my job it was a different sport, working for a consumer company because people weren't generally smarter than me around my technology. In the consumer company. But they are a lot smarter than me. I am not the technical expert in the room at Nutanix. All of them know more than I do. >> No offense, but I'll bet. >> That was a little intimidating. I had to think twice, do I want to go back to being in junior high? >> Got to ask you, your journey. 17% of the IT industry's employment comprises women. Just so happens that 17% of the guests on theCUBE are women. We really try and go overboard on it. >> Hard to find us. >> There's a clear disparity in pay, it's well-documented. What was your journey to get here? >> It's only now that I'm old and wise and at a senior level that people are making a big thing about me being female. I've been female my entire career. >> Never heard boo. >> I never traded on it. I will tell you that throughout my career, I have been given advice that would seem ridiculous if it were given to a male. As an example, I've been told that I use too many words. That I'm too emotional. I've been told, can you imagine? If I said, Hey Bob, could you button up that top button of your shirt, there? When you sit down, don't spread your legs because I'm drawn to looking at Girls, women, we get that advice from senior advisors. We're told, Be less emotional. I've always ignored that advice. I'm a mom, I have the blonde 1980's hair. There's not much I can do about that. Being genuinely myself, it was all I could figure out how to be. It just so happens that now I'm in my 50's and I'm a CIO, so suddenly that's a thing. It's never been a thing. It's been something where my entire career, I've had to just keep my own counsel and be genuine and the fact that I'm female and feminine and a mom, doesn't diminish the fact that I'm also a brilliant technologist, that I'm good at leading people. I can feel empathy and care in my heart for a person, at the same time that I'm firing them for non-performance. I can be multifaceted. I think that's women's superpower. I think when we try to be just one thing or we try to be more like the traditional male in leadership, then it's like being Jerry Rice and walking onto the field with your legs tied together. My unfair advantage, to quote John Madden, I got to use my unfair advantage. My unfair advantage is that I think in a multifaceted way. >> Wendy M., thanks so much for coming. I'm glad we could make time for you, I'm glad you could make time for us. Thank you. >> Thank you, appreciate it, it was fun. >> Keep it right there, buddy. We'll be back to wrap. This is theCUBE in D.C. at Nutanix .NEXT. Right back.

Published Date : Jun 29 2017

SUMMARY :

Brought to you by Nutanix. She's the relatively new CIO of Nutanix. Okay, you got my attention. that it's a shout out to her. He goes, I'm just betting on all the horses with an M in it. Thanks for the tip. Five months in on the job, I've been around a long time. Not as old as I am, honey. It's one of the first places I've worked and some of the things that we care about And that network and exchange the password. You're not going to give and one of our cardinal rules is that What are some of the biggest challenges that they see? and new ideas and so we struggle with that. and the role of the CIO is something that's been and innovating and let the titles take care of themselves. I got to still ask you about and that data needs to imbue the product, What are the data policies? but it's less about the title We got to talk about women in tech, but go ahead. is the effect of millennials on I am not the technical expert in the room at Nutanix. I had to think twice, do I want to go back Just so happens that 17% of the guests on theCUBE are women. What was your journey to get here? and at a senior level that people and be genuine and the fact that I'm female I'm glad we could make time for you, We'll be back to wrap.

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Andy Thulin & Wendy Wintersteen | Food IT 2017


 

>> Announcer: From the Computer History Museum in the heart of Silicon Valley, it's the Cube, covering Food It, Fork to Farm. Brought to you by Western Digital. >> Hey, welcome back everybody. Jeff Frick here at the Cube. We're in Silicon Valley at the Computer History Museum which celebrates history but we're talking about tech in the food and agricultural space. Here at the Food IT Convention, about 350 people, somebody came all the way from New Zealand, got food manufacturers. We've got tech people, we've got big companies, start-ups and we have a lot of represents from academe which is always excited to have them on, so our next guest is Dr. Andy Thulin, he's the Dean of the College of Agriculture, Food and Environmental Sciences at Cal Poly, San Luis Obispo, or SLO as we like to call them. Welcome. >> That's right. >> And all the way from Iowa, we have Dr. Wendy Wintersteen. She's the Dean of College of Agricultural and Life Sciences at Iowa State. Welcome. >> Thank you, it's great to be here. >> Absolutely, so first off, just kind of your impressions of this event? Small, intimate affair, one actually introduced everyone this morning, which I thought was a pretty interesting thing. Kind of your first impressions. >> It's a great environment. We have this mix of technology and a few production people here, but people thinking about the future. That's always an exciting place to be. >> Really, the environment, having the little set of exhibits, where people can go around, visit with entrepreneurs. It really, a great setting, I think for the discussion. >> So, Wendy, when you introduced your portion on the panel, you talked about the scale on which Iowa produces a lot of things. Pigs, and corns, and eggs, and chickens, and, so, you've been watchin' this space for a while. How do you see, from your perspective, kind of this technology wave, as it hits. Is it new, have we just not been payin' attention? Or is there something different now? >> Well, I think the speed of adoption, the speed of innovation is increasing, clearly. But, it's been a long time now that we've had power drive tractors so the farmers can sit and work on the technology in the cab related to their soil mapping, or yield monitors and the tractor's driving itself. So, we've had that sort of thing in Iowa for a long time and that continues to be improved upon, but that'd be just one example of what we're seeing. And, obviously, California has a huge agricultural presence, again, some people know, some people don't, the valley from top to bottom is something on the order of 500 miles of a whole lot of agriculture, so again, does this, do you see things changing? Is this more of the same? >> No, absolutely changing. I mean California produces some, a little over 400 different products. A lot of 'em, about a 100 of 'em, lead the country, in terms of marketplace. So, there's a lot of technology with the issues of water, lack thereof, or cleaning it up, or the labor challenges that we have for harvesting products. It's really turned into quite a challenge, so challenge drives innovation, you know, when you have your back against the wall, For example, in the strawberry fields I think, a year ago they had $800 million worth of labor to produce $2.4 million, billion dollars worth of strawberries. When you think about that, that's a lot of labor. When you can't get that labor in, you're drivin' by it, you got $300 million, wherever, they just weren't able to harvest it all 'cuz there was nobody to pick 'em. So, when you think about that, it's a billion dollars. It's a billion dollars that they couldn't get to. That drives innovation, so there's a lot of innovation goin' in these products. >> Pretty interesting, 'cuz, obviously, the water one jumps out, especially here in California, you know we had a really wet winter. The reservoirs are full. In fact, they're lettin' water out of the things. I would say we don't have a water problem, we have a water storage problem. This came up earlier today. The points of emphasis change, the points of pain change, and labor came up earlier. The number of people, the minimum wage laws, and the immigration stuff that's going on. Again, that's a real concern if you've got a billion dollars worth of strawberries sittin' in a field that you can't get to. >> Yeah, it's a real challenge. California faces a couple of shortages. We've got a water shortage, we've got a labor shortage, but we also have a talent shortage. We were talking this morning about the number of young people going to Ag colleges. It's up dramatically and we need all that talent and more. Everyone needs, all the grain industry, if you will, across the country, all the people that run these farms and ranches, and all, they're getting older. Who's coming back behind them? It's a technology driven industry today. It's not something that you can just go out and pick it up and start doing. It takes talent and science and technology to manage these operations. >> So, it's interesting. There's been science on kind of the genetic engineering if you will, genetically modified foods for a long time. Monsanto is always in the newspaper. But I asked something that's kind of funny, right, 'cuz we've been genetically modifying our food for a long time. Again, drive up and down I-5 and you'll see the funny looking walnut trees, that clearly didn't grow that way with a solid base on the bottom and a high-yield top. So, talk about attitudes, about this and people want it all. They want organic, but they also want it to look beautiful and perfect, be priced right and delivered from a local farmer. There's no simple solution to these problems. There's a lot of trade-offs that people have to make based on value so I wonder if you could talk about how that's evolving, Wendy, from your point of view. >> Well, certainly as we think about the products we produce in Iowa, we know that producers are willing to produce whatever the consumer would like. But they really want to be assured they have a market, so, right now in Iowa, we have cage-free eggs being produced, and those are being produced because there's a contract with a buyer, and, so I think producers are willing to adapt and address different opportunities in the big markets, different segments of that market, if they can see that profit opportunity that will allow them to continue in their business. From the producer's point of view, the subtheme of this show is Fork to Farm, as opposed to Farm to Fork which you think is the logical way, but it's come up and it's been discussed here quite a bit. It's the consumer, again, like they're doing in every business, is demanding what they want, they're willing to pay, and they're very specific in what they want. Was this like a sudden wave that hit from the producer point of view, or is this an opportunity? Is this a challenge? How is that kind of shifting market dynamics, impacting the producers? >> Well, I think it's all being driven by technology. We're talkin' this morning, years ago, it was the expert, you know, Wendy's of the world they had all the knowledge and then you had all the consumers listening to 'em and trusting 'em. Today, you have, as I call it, the mama tribe, or the soccer tribe, or that sort of thing, where they're listening to other parents, other mothers in that group, they're listening to the blogs, they're listening to their friends, that's driving the conversation and there's less science and technology behind it. They don't trust and the transparency thing comes up constantly. Technology has allowed this just wide open space where now they got so much information, how do they process that. What's real, what's not real, in terms of biotech, or is it this, or is it that? Is it wholesome, you know, all these factors. >> It's funny 'cuz you brought up the transparency earlier today as well, so people know what they're getting, they want to know, they really care. They just don't want to just get whatever generic ABC, like they used to. >> Right, and I think, again, there's a certain segment of the market that is very interested in that and companies are responding. I give the example of Nestles, and so, you get on their web page and you can see the ability to scan the code on a particular product and go and get a lot of information about that product back on the web page of that company. I think that for certain groups of consumers that's going to become even more important, and we have to be prepared to meet that demand. >> So, in terms of what's going on at your academic institutions, how is the environment changing because of technology, we've got these huge macro trends happening, right, cloud is a big thing, Edge Computing, which is obviously important, got to get the cloud to the edge (laughs) of the farm, sensors, big data, being able to collect all this data, I think somebody earlier said it went from no data to now a flood of data, how are you managing that? Better analytics and then, of course, there's fun stuff like drones and some of these other things that can now be applied. How's that workin' it's way into what you're doing in terms of training the next generation of entrepreneurs as well as the kind of traditional farmers in this space? >> Well, I think, first of all, we're seeing a lot more integration between what we do in engineering, and what we do in computer science, and what we do in agriculture and business. The overlap and the connection across those disciplines is occurring not just with our faculty but also with our students. We had a group of students at Iowa State before they graduated from the college, able to start a company called ScoutPro that was based on using technology to help farmers identify pests in the field, and that became a company using the technology to do that. Of course, that relied on software development, as well as clear understanding of agronomic and pest management strategy. I think those integrated approaches are occurring more and more. >> I think at Cal Poly it's, our motto has been for over a hundred years Learn by Doing, hands-on learning. That's key to us, as you have a lecture class, you have a lab that goes along with it so they're forced to. We have over 45 to 50 classes, enterprise classes, where you can come in and you can raise, let's say marigolds and then you can provide that whole value train, chain and sell it. You can raise broiler chicks every quarter, for 35 days you can raise 'em up, 7,000 birds and there's teams of students in these classes, they can do it, then they manage the whole process. A winery, for example, it's a bonded winery. They do the whole process. They know how to change the pumps and all that, so it's hands-on but you take that from there up to where those students go out into the industry. Our university just signed an agreement with Amazon for the cloud, so we're moving the whole complex, our IT, to the cloud through that organization. Is that right or wrong, I don't know, but we've got to do things faster, quicker, and just our infrastructure, would a cost us millions to do that, but that allowed the students, what is it, Apple is only, the iPhone is 10 years old tomorrow. Tomorrow. These kids, that's all they grew up with. So, we're constantly having to change our faculty, our leadership teams, constantly have to change to keep up and stay side-by-side with the technology, so it's changed our Center for Innovation and Entrepreneurship. Cal Poly has a partnership with the community, with the university, it started in College of Business and we have a whole floor of a building in downtown San Luis Obispo and across the street we've got 60 apartments for students that are involved in these start-ups to live there so they can walk across the street, get right engaged. So, we're trying to do everything we can, every university is trying to do everything they can to kind of keep this space flowing, and this enthusiasm with these young people. That's where the change is going to occur. >> Right, right. Exciting times. >> It is exciting. >> It is. >> Alright, well, unfortunately, we are out of time. So, we're going to have to leave it there, but I really want to thank you for stopping by and wish you both safe travels home. >> Thank you very much. >> Thank you. >> Dr. Thulin, Dr. Winterston, I'm Jeff Frick. You're watching the Cube. It's Food IT in Mountain View, California. Thanks for watching. We'll be right back after this short break. (electronic music)

Published Date : Jun 28 2017

SUMMARY :

Brought to you by Western Digital. We're in Silicon Valley at the Computer History Museum And all the way from Iowa, we have Dr. Wendy Wintersteen. of this event? That's always an exciting place to be. Really, the environment, having the little So, Wendy, when you introduced your portion on the panel, and that continues to be improved upon, or the labor challenges that we have and the immigration stuff that's going on. Everyone needs, all the grain industry, if you will, Monsanto is always in the newspaper. the subtheme of this show is Fork to Farm, the consumers listening to 'em and trusting 'em. It's funny 'cuz you brought up the transparency and you can see the ability to scan the code how is the environment changing because of technology, The overlap and the connection across those disciplines They do the whole process. Right, right. and wish you both safe travels home. It's Food IT in Mountain View, California.

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Wendy Aylsworth, Walden Pond - NAB Show 2017 - #NABShow - #theCUBE


 

>> Narrator: Live from Las Vegas, it's the Cube, covering NAB 2017, brought to you by HGST. >> Hey welcome back everybody, Jeff Frick here with the Cube, we're at NAB 2017, at the Las Vegas Convention Center. A hundred thousand people that are here, have been coming for decades, it's really quite a convention. It's our first trip here, but we're really excited to be joined by an industry veteran, she's been coming for a while, coming off a pretty impressive keynote, it's Wendy Aylsworth. She's the Chief Executive Officer at Walden Pond, and a many year veteran at Warner Brothers, right? So, welcome. >> Yes I am. Thank you. >> So first impressions of the show. You've been coming for a while, it seems to have kind of a different theme every year, what do you see this year that kind of strikes you? >> A little less focus on physical devices and I think there's a growing focus on software, and how those applications help streamline production processes, distribution processes, so you're seeing the real, more heavy move to IP and software applications. >> Right, right. Which, of course, is so consistent with what we see in many other industries, right? Between, a lot of it is driven by your mobile phone and expected behavior, and basically the entire world. I say it's like your remote control for your life now. Basically everything is on your phone. But a big piece of it is Cloud. And with Cloud now, people can dial-up at a moment's notice, basically infinite amounts of compute and store, and leverage that horse power in ways that you just can't do on a local device. So I'm curious, you've been in the business for a while, how has Cloud adoption changed the game? And how does it continue to change the game as we look forward? >> Yeah exactly. I just came from this keynote by Steven Guggenheimer, of Microsoft, where he talked about it being all about bandwidth, processing and storage. And, as those increase, and become more available it kind of democratizes the ability for people to get away from having to purchase their own physical devices, and it has opened up really a wide capability for new methods of doing production that actually couldn't even be done before. As well as long distance collaboration, and more rapid distribution, and then the ability to track and understand how data is flowing, so that you might be able to better understand the consumer. It really allows a content creator to get closer to their audience. And over time I think we will continue to see that ability grow. >> Which is so interesting because the proliferation of types of content is exploding, right? >> Wendy: It is. >> Everything from your classic big houses, to new houses like Netflix. Somebody told me earlier in the week that Netflix is one of the biggest producers now of independent content, to YouTubers, with not much more than an iPhone and a microphone that can go out, and if they've got a compelling piece of content, and they relate to a specific audience, can see tremendous numbers that a lot of people would do anything for. So that democratization is a huge item, but if you don't have an audience and you're not reaching them, and you're not measuring them, pretty tough because everybody is one swipe away from something else to watch. >> Well in fact, one of the discussions, really now is about that marketing capability because, the best marketing capabilities are still in the hands of the people who have been doing it for decades and decades and know where their audiences are and how to reach them, although those are shifting. And, the ability to provide tools that help new content creators find their audience are going to become critical needs in the future. >> Right, right. And less and less we see at other places, I'm sure we'll see it here, is that marketing intuition going to be the driver of the big spin. Now it's okay, you have intuition, but what's, You know, do you have some data to back it up? And the intuition can help drive the direction and the data collection, but at the end of the day, we see it in every other industry, I'm sure we'll see it here too, where it's data-driven decisions, using automation, using software to get better results in an increasingly competitive world. >> Yeah, and getting the right results because, as we know, there's tons and tons and tons of data, but it's understanding the data and putting good intelligence to it that allows you to make the right decisions. >> Right, right. Now as you're consulting to executives, who've been in the industry a while, what are they telling you? Are they excited? Are they scared? Are they slightly caught off guard? I mean there's so much new information opportunity. I'm struck by this kind of compression, it seems like, from the outside looking in, around your release weekend, it's so competitive to have. So there's only, whatever, 52 weekends a year, so many films trying to hit that particular window, and it seems like this, such pressure to make that number in a really short period of time. At the other hand, there's all these on-demand opportunities, there's all these alternate forms of distribution. It seems like a really difficult changing environment for these houses to be in. >> It is. It's a difficult changing environment. I haven't heard anybody be disappointed or pessimistic about it. I think they recognize that throughout history things change and you must change with it. The interesting thing there is, is that it's traditional windows are shrinking, but hopefully over time it'll become more apparent where there can be other moneys to be made in later windows or in different augmented settings. So I'll use as an example virtual reality. If virtual reality becomes a type of media in its own right, then it could be that you take a title type of content and one of its offshoots is a virtual reality piece that's then sold separately and monetized separately. So I think there is pressure on the traditional windows, to make them shorter, to get more revenue faster, but there are an awful lot of new technologies bubbling up that will create new types of content in the future and the smart players will get into that and monetize it as rapidly as they can. >> The other thing of course, that's changed significantly, along with Cloud, is just the cost of all this technology infrastructure, in terms, you know, just compute, and store, and networking just continue to crash down in terms of the cost and now, with these alternative things that you might have down the road, that you may or may not even know are going to be opportunities. How is that changing looking at the asset value? Cuz before, maybe you couldn't keep dailies, or maybe storage of all this stuff was a liability, it was expensive, and once you've got the finished product out the door maybe you're less likely to keep all the derivative works. But in today's world you might have some new distribution form that you didn't even think about before. Oh I wish I had this version, or that version, or that rough cut. >> I think asset keeping is always going to be a problem. I don't think it's any different than our homes, or any closet or drawer you own with, you know, when you started in your first apartment you had limited space and every time you get a bigger house then you fill it up, and then all of a sudden you decide you want to downsize and you got a problem. And I think that's always going to be a challenge, where companies have to figure out, what is the best of these assets that I should retain, and what should I not bother to retain. Because it's frankly too expensive to keep everything. That said, in the shift from analog to digital content creation, we've seen the production step, it's just so easy to take more photos and keep them. So there's been a shift in putting the onus on the content, directly on the content creator to decide what they think is the best of their work that should be kept, because it's unmanageable now. Just like my cellphone pictures are unmanageable. >> It's funny the pictures, because before, you know, pictures were rare, and a special picture was special, because it was like open up an Easter egg, right? You took your film down, maybe it was a couple weeks after you got back from vacation, you had a couple rolls of 36, and maybe one or two great ones right, >> Maybe you got one great shot, yeah. >> where you had that treasured picture of a relative or something. Now it's almost a curse of abundance because you can just push your button down, and the hard drives are getting bigger, and everything is getting faster. Now I have thousands, I can't even find a good one, not because I didn't have a good one, because I have to wallow through 2,472 cuz the 73rd is the one that I really want. That must be amplified tremendously in this space. >> Maintenance of your storage, again, I don't care whether it's the shoes in your closet or your photographs on your phone, or for a movie production. All of the footage that they're shooting and all of the special effects, and all these different forms of content that are coming in. Management of what you're going to retain is still a problem. Maybe there's machine learning that can help us wittle that down. >> Right, right. Certainly AI and machine learning are coming. But I wonder if you're hearing much about that, not only for the standard metadata that we would want, we had someone on earlier talking about archiving and basic kind of metadata, but now we can get into the metadata at a frame level, and a lot better intelligence. I'm sure in the future will be value judgements as well, as to whether this is a good shot, or not a bad shot, or it's applicable to whatever. Are you seeing much curiosity, adoption, experimentation, what do you kind of see? >> A lot of interest, a couple of experiments, not particularly in the what to say area, but a lot of experiments in other areas of production that are monotonous and boring like, take the example of pulling great shots from a film, in order to cut together a trailer, or a teaser that's going to go on the air. Well, a machine can pick out the best shots, thereby saving the person time of going through all the shots, and pulling the right footage. And then the editor can spend their time doing what they do best, which is taking those shots, and cutting them into an interesting sequence. So, I see a lot of experimentation going on that rudimentary machine learning being applied to quality control. So every time a file gets shipped from one company to another, they check it to make sure that it's correct. Well applying a machine, that's a really boring job, applying a machine to figure out whether that pile came in correctly and didn't get corrupted, great use of machine learning. >> So when you're in the field, what do you hear as kind of the top priorities from some of the people that you're working with now, in this super crazy, evolving environment? What are they looking to your help and assistance for? >> Well, in terms of Cloud sorts of work, they're looking to reduce their capital assets and be able to aggregate and use the resources of the Cloud to lower their costs of development. >> Just kind of a classic CAPEX versus, yeah... versus OPEX. >> And in some cases, whether they can help streamline their process, and speed up their schedule, and do things more in parallel. >> It seems like a perfect match. Because movies, by their very nature, are these transient little projects that form and come together, be produced, and then they disappear. >> Wendy: And then they disappear. >> And that's like perfect kind of an application for a Cloud world, which is the same thing, it's on demand, you assemble it, use it, when it's done it goes back. So it seems like a pretty good match. >> And applications in the Cloud that are modeling themselves to offer the services, based upon the usage, as opposed to setting up a long-term contract, those are the apps that are going to win. >> Right, and that's very consistent with the way that industry has worked for a long long time, right? >> Wendy: Yeah. >> Yeah, alright, well I'll give you the last word as you're leaving the show here in a couple days, headed back to L.A. What do you thinking about for the balance of 2017 that you're taking away, that you're excited to share with some of your clients? >> I think the power of doing little steps, and getting involved into using machine learning in various methods, whether that be in the Cloud or in a local Cloud. And then looking longer range to where artificial intelligence will actually play into that. But there's initial steps that have to be done in terms of applying machine learning first, and then I think we'll get into the more interesting stuff of artificial intelligence five years down the street. >> Yeah, early days, exciting times. >> Wendy: It is very exciting. >> Alright well Wendy, well thanks for taking a few minutes out of your busy day. >> I really appreciate the time. >> Alright, Wendy Aylsworth from Walden Pond. I'm Jeff Frick, you're watching the Cube. We're at NAB 2017, from Las Vegas. We'll be right back.

Published Date : Apr 25 2017

SUMMARY :

brought to you by HGST. to be joined by an industry veteran, So first impressions of the show. and I think there's a growing focus on software, and expected behavior, and basically the entire world. and more rapid distribution, and then the ability to track and they relate to a specific audience, And, the ability to provide tools and the data collection, but at the end of the day, and putting good intelligence to it and it seems like this, such pressure to make that number and the smart players will get into that How is that changing looking at the asset value? and then all of a sudden you decide you want to downsize and the hard drives are getting bigger, and all of the special effects, and basic kind of metadata, and pulling the right footage. and be able to aggregate and use the resources of the Cloud Just kind of a classic CAPEX versus, yeah... and speed up their schedule, and do things more in parallel. and then they disappear. it's on demand, you assemble it, use it, And applications in the Cloud that are modeling themselves that you're excited to share with some of your clients? And then looking longer range to where out of your busy day. you're watching the Cube.

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Karl Soderlund, Palo Alto Networks | Palo Alto Networks Ignite22


 

the cube presents ignite 22. brought to you by Palo Alto Networks hey guys and girls welcome back to Las Vegas it's thecube we are live at Palo Alto networks ignite 22. this is day one of two days of cube coverage Lisa Martin here with Dave vellante Dave we've had great conversations today talking with Executives the partner ecosystem is evolving it's growing at Palo Alto networks going to be digging into that next well we heard a lot of talk about you know Palo Alto you know the goal 100 billion dollar you know market cap company and to me a way and I think a critical way in which you get there is partner with the ecosystem because you can't do it alone the power of many versus the resources of one agree completely agree we've got Carl Sutherland with us SVP of North America ecosystem sales at Palo Alto networks welcome to the cube thanks so much for having me it's great being here so here we are the first full day of the conference actually started yesterday with the partner Summit give the audience a flavor of the partner Summit who was there what was talked about what's the current voice of the partner these days yeah great questions so we had a 150 Partners from around the globe representing all of our different routes to Market and for us our partner Community is expanding we work with system integrators we work with gsis we work with service providers Distributors traditional value-added resellers so it was a whole host of partners that were there it was a c-level audience and we really talked about the direction of where we're going as a company how they can continue to invest with us and have greater success long term and so from a voice of the partner standpoint what they're here to do is share with us where they want to engage more how we can enable them to be successful you talked about the Power of One Versus a community we're really looking at a segment of the marketplace right now for us to scale and hit our aspirational goals we can't do it with Palo Alto Network employees we have an employee base of 12 000 people if you take our ecosystem it's over a hundred thousand employees so if we can get them aligned and selling and motivated it's going to be a good day for all of us what so what are they telling you where do they want to spend their time where do they want to add value where are they winning yeah that's a great question so there's a transformation that's going on right now in the partner Community what's happening is a lot of Partners going that are transitioning from what would be traditional transactional Partners or resale Partners to being services-led and the Market's driving them there and what I mean by that is that customers are in a desperate dire State needing assistance figuring out and solving these very complex security problems so if there is a subset of Partners out there that have the skill set and capabilities that can come in from a consultative standpoint help them to develop the structure through deployment a full-blown management and do life cycle management that's a tremendous value I mean the numbers you hear thrown around in the industry right now is up to seven million uh security I.T jobs right now that are out there the open head count is tremendous people can't hire people fast enough all of us in the industry are going through and trying to find early in career or college graduates so we can train quickly or cross-train from other segments to get them into cyber security so if our part of the community can continue to get skilled and expand it's only going to help and the cloud is obviously where does the cloud fit in Carl because you know a lot of the partners when the clouds really start on the Steep part of the s-curve are like we have an opportunity here and by the way if we don't transition our business we could get commoditized yes so that you know that but you were talking about the transactional we can help people move to the cloud and a big part of that has got to be we can secure them in the cloud because it's a more in a lot of ways you know Cloud security is great but in a lot of ways it adds complexity what are you hearing from the party yeah so we are fortunate at Palo Alto networks when you look across the three loud largest cloud service provider from a Google AWS and Microsoft Azure we're either their number one isv or absolutely their number one security ISP so we've got a great uh relationships with them now our partners are coming along and saying how do we transact how do we add value a lot of times that value to your question is wrapping services around it to make sure it's a successful deployment because exactly what you stated the complexity is an all-time high so how do we make sure that we can solve a complex problem in a short term while increasing their security posture and that's really the goal and so where there there's sometimes complexity and mystery there's opportunity and partners can be profitable in doing that I wrote a piece once chaos is cash I have a security you know the criminals and vendors as well yes yes where there is is challenge and complexity there is great opportunity yeah talk about some of the partner program Evolution and some of the things that were announced with respect to the next wave program just yesterday yeah so at next wave um the program's been around for 12 years we constantly are looking to make enhancements and how we make those enhancements are by going out and speaking with these partners and listening to what they need so I have the honor to get to represent what their needs are and how we bring it to market for them so a couple interesting announcements that we made yesterday first of all we announced a new structural format for the program which is really going to allow our different route to markets to have a program that's fit for them because in the past when we were just traditionally a firewall company when the ecosystem just meant resale it was an easy model to have it's complex right now sometimes it's resale sometimes it's influence sometimes its services only we really need to be flexible and credible so we announced a Services only path so if you are a consulting company if you are a insurance company and you want to bring opportunities and leads to Palo Alto Network and you want to provide the services if you're not interested in the transaction you don't want to get involved in that we now have a pathway for you to support you to enable you and Kennedy to give you recognition within Palo Alto networks from an alignment standpoint so we're super excited about that uh as I know you guys speak quite a bit about the managed Services industry so it's a red hot area within Palo Alto networks one of the needs out there was that all not all managed Service Partners are created equally and so some have fantastic capabilities some have gaps we were calling it a P2P part of the partner program within managed services so our two managed Services Partners can actually work together to solve the problem that the end user has and give them a better outcome and fill each other's gaps so candidly it's been going on for a while the partnering but we've never really recognized it so we really built a program around it and now are sponsoring and supporting it versus people doing it on a sidebar so those guys were here in force yesterday yes sir right and and so obviously a lot of energy I'm sure do you see a day where they're here in force on the show floor yeah and and how do you see that evolving so they are here enforcement just right here you see a few of them I'm looking at AWS who's our you know we are their largest isv I'm looking at CDW we had them on the floor is our if not largest second largest partner globally right now and continuing to grow at a rate well they will probably be our first billion dollar partner to think about the size and scale of that relationship and where we've come from um their name CDW don't they never really thought of CDW right as a as a security firm wow what a transformation but please carry on and think about that let's talk about CDW saying think about reach that CDW has it's a 23 billion dollar organization and in a way an inside out sales model meaning there's a tremendous reach they have from their inside sales team and the relationships that they have traditionally historically they were procurement relationships in a way and I said this to the CDW team they were the easy button in the past now what they're doing is they made Seven Acquisitions over the last two years all of them Services oriented so now they're coming in as a consultative Viewpoint and solving a lot of complex problems and I see Google Cloud right here another great partner for us that we continue to invest in we have a great amount of integration and Technology integration with them and so and those are the three that I'm seeing just looking over my left shoulder right if I turn around I'll probably name five more so the majority of this room are the partners that fall within our ecosystem today fantastic so okay so what's your vision for where you want to take this ecosystem because as I said at the top I mean ecosystems are sort of the Hallmark of a I guess you're not a cloud company see I think you of you as a cloud company and so okay good so and I know you don't own your own public cloud and you know your history is you had your own data centers but yeah but you're the security Cloud yeah and so a security Cloud any Cloud needs a great ecosystem so what's your vision for the ecosystem let's go you know five plus years out sure you we start with the end in mind and what I mean by that is we always start with the end user what's the end user's needs the end user today needs flexibility with how they consume the technology they need help in how they support and deploy the technology they need guidance in how they plan out for their future and what their growth is so what we're doing is building a very diverse set of Partners in our ecosystem that all have special skills that they bring to the table so when nikesh sits up here and talks about being a 10 billion or a 20 billion or a 50 billion dollar company we absolutely cannot do it without our ecosystem and without having a very diverse ecosystem that all has different skills that can help us scale because again Palo Alto does not want to be a services company right let's work with the people who are the best at that when we think about the deloittees and accentures and the value they have within the end user base and our joint customer base what a fantastic time to to partner together and solve those boardroom challenges and that's where I really see the vision is that at the boardroom we're building out a plan that's three to five years that's going to continue to increase their security posture because we're not thinking if we're not forward thinking like that will be left behind because the Bad actors are thinking about how they find the different areas to penetrate they're getting so sophisticated the badocracy adversaries they are well funded they're motivated Grant the ransomware attack numbers in terms of the Velocity the complexity yes no longer are we going to get if it's when yeah uh big challenge for organizations Acro across I mean really across an organization regardless of Industry are you guys having any conversations with boards in the partner organization to help align the board with the executive level and really not just have security as a board level initiative but actually being able to execute a strategy yeah and you you nailed it it's not an initiative the initiative to me means there's a beginning and an end right a strategy means there's going to be a comprehensive approach how you continue to improve and we are very fortunate that a lot of our largest Partners around the globe have that position within the boards where they are the trusted advisor so what we're doing now is enabling them and giving them the skills so they can have a more comprehensive conversation around our platform approach around the challenges you know BJ I knew who was with you earlier today likes to say that the average customer he goes and sees has 50 to 70 disparate Technologies within their environment how do you manage that how do you maintain it how do you do renewals oh and by the way most likely the people who actually initially procured that aren't with you anymore they're in a different company so the need for a platform approach is there more so than ever but the decision for the platform quite often has to come from the most senior levels within the organization because again I'm going to go back to your what was your chaos line that you said chaos is Cash chaos is Cash well also chaos is job security so if you're at at the lower level within an organization that chaos and that magic gives you a little job security but that's a short term long term you really need to think about how you're protecting the environment holistically so it is a boardroom decision down that we need to have and you know that chaos the the motivation for that piece that I wrote was from the criminals standpoint right and then I was like okay but there's great opportunities for the technology industry but but I think that you know where we're headed I wonder if I get your thoughts on thoughts on this Carlos we always talk about the Board Room I think we're going now Beyond it here I am you know I'm hypersensitive about my security I got password managers two-factor authentication I don't want SMS based two-factor authentication I want my own authenticator and that's still not enough yeah I got air gaps yeah you know for my crypto you know and I'm super paranoid my point is I think the the individuals are getting much more Savvy about security why because we've all been hacked you know it's like when you lost your data in the because you weren't backed up you know that never happens anymore it's in the cloud or you know some people have multiple backups so it's it's becoming a cultural Trend beyond the board and it's because of the board lord said hey this is really important and so I think it's not only top down I think you're going to see bottom up and middle out and the exciting part for Palo Alto networks is and maybe for you as well is there any more exciting environment to talk about that's rapidly changing and constantly changing you could come back next week and our conversation is going to change as far as what we're doing we constantly need to be thinking three steps ahead of where we're going to move and be flexible and dynamic enough to change and that's what's going to keep us ahead of the economy yeah there's no segment as Dynamic I mean data is dynamic but not as fast changing as cyber I mean because of the adversary as you mentioned I mean so smart so now now they have open adversary ecosystems I mean the adversaries are building ecosystems right absolutely insane I've got peers that are bad guys yeah right right chaos is Cash what's your favorite partner story that you think really demonstrates the value of the ecosystem that Palo Alto networks has built yeah so without sharing names I'll talk about a large U.S national partner that was very uh that was founded on a networking business and partnered with a very large networking company and built that business and was successful doing that they wanted to Pivot into the security space and very early on they made a commitment to Paulo and Ulta networks to say we're going to learn we're going to invest we're going to align with your sales force and we're going to work together and right now they are our largest partner globally and they grew 70 year over year wow so think about that this is not on a small base we're talking about a half a billion dollars in Revenue growing at 70 year over year because to your point earlier it wasn't an initiative it was a strategy and they're executing on the strategy so I tell a lot of we call War Stories like that to other partners that are looking to invest from different markets it could be a large service provider that's you know trying to transform themselves into a security player and talk about the potential of what it could be in for their Marketplace and by the way I say publicly quite often Palo Alto networks will be your most profitable relationship that you have because of the total addressable Market that we're going after because of the solutions that we bring to Market and because of the opportunity within the end users right now and we're excited I want to come back to the mssp in that in its context so we've seen the rise of the mssp and particularly you know we were talking earlier I think it was with Wendy that uh no it was with CDW like 50 of the organizations in North America don't even have a sock yeah right so they need a service provider to come out so you said we you don't want to be in the services business right you're a product company right and that's from a financial standpoint that's phenomenal you're roughly 50 billion dollar market cap company let's let's call it six billion in Revenue so that's a nice Revenue multiple 8X you know and and and the Market's down so you're a 10x Revenue multiple company typically services companies are a 1x or a 2X are you seeing a change there where technology is giving these service providers operating leverage where they're able to scale whether it's because of the cloud because of the Partnerships the Eco would you call it before the the peer-to-peer ecosystem yes like the Gap fillers yes are you do you see the economics of services changing yeah from a baseline economic standpoint not looking at the valuations but let's look at it from a an opportunity to be profitable with Palo Alto networks we know if you are just doing the transaction you have a certain range of margin that you're going to make in the opportunity we know if you wrap services around it you're going to get 3x to 4X that margin we know that if it's managed services and there's life cycle management you're talking 5x to 8X that initial transaction and by the way it's recurring revenue for them so when you think about it if you just do a transaction you're only recurring revenue is a renewal that's predictable but it's not extremely profitable now we're saying the operating leverage you get is if you wrap that services and you're going to have an increased opportunity for a greater margin and it's sticky it's hard to replace a partner who's adding value to your team and A lot of times you walk in the end user you can't tell who the partner is and who the end user is because they are one team that's value yes and that's going to drive ebit yep for your partners and that's going to drive valuation you know you know I want to come back to valuation not that I'm not you can do that okay but because I was I predicted I do my prediction post every year and I predicted last year that we're going to see you know a Spate of MSS mssps I predicted you're going to see someone go public nobody's going public these days but I still think it's a great business yeah that's an untapped opportunity it's not an 8X or it's not a software marginal economics or but it's really sticky super high value yeah and I think it has you know long-term potential yeah to your point if you want to talk valuations for a second let's look at what's happened to the marketplace over the last 12 to 18 months the large majority of the non-public partners that we work with have taken on Capital from private Equity the private Equity that has come in has challenged them to go through a transformation that transformation is you we need you to be Services LED and that service is value because they believe there's going to is going to be a great greater evaluation from that end and they'll be able to scale and grow and stay ahead of the market doing that so when we have conversations when I have conversations yes I'm talking about the technology and the direction of the company but I'm also in there as a consultant saying where's the direction of your company and how do we have this great platform and how do we build it into your business and you wrap services around it and those are the conversations that CEOs want to have when I'm sitting down with our partner CEOs I bet they don't want to talk about our product being better than someone else's product they want to talk about the direction and health of their business yeah it's their business that's a business discussion business decision and they're thinking about okay what's my five-year strategic plan because they got to make bets yeah they're going to bet on a platform that they can add value to that creates that flywheel effect and they get a bet on your ecosystem as well correct oh correct absolutely good to be the leader it's good to be a leader and you know I'm sure as you've heard a few times we believe that economic headwinds are going to favor the market leaders and economic headwinds are going to favor the platform approach so we're going in more aggressive with our partner Community than ever before and there's just so much energy and excitement I feel like I keep on using that term over and over again but that's really what we walk away with last question for you is we have about 30 seconds left a lot of momentum in the partner ecosystem as you've described eloquently what's next what's next what's next yeah so when I I rolled out the strategy for what's next and what it is is a foundational platform that is going to allow flexibility for the partners and for them to decide where they want to invest and it can be in new areas it can be I went online closer with the cloud service providers it could be I want to build a managed Services business can you help us do this it could be I want to go through and I want to drive greater penetration into geographical areas we haven't been before so again we're almost acting as a consultant looking at what they're going from the direction and building a program and a platform where we can grow and work with them it's exciting it's fun it's great highly collaborative highly collaborative highly collaborative thank you for joining us on the program on the partner program the ecosystem Better Together what you guys are doing and ultimately how it benefits the end user customer we really appreciate your insights excellent thank you thank you so much appreciate it all right our pleasure for our guests and Dave vellante I'm Lisa Martin you're watching the cube the leader in live Enterprise and emerging Tech coverage [Music]

Published Date : Dec 15 2022

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Lee Klarich, Palo Alto Networks | Palo Alto Networks Ignite22


 

>>The cube presents Ignite 22, brought to you by Palo Alto Networks. >>Good morning. Live from the MGM Grand. It's the cube at Palo Alto Networks Ignite 2022. Lisa Martin here with Dave Valante, day two, Dave of our coverage, or last live day of the year, which I can't believe, lots of good news coming out from Palo Alto Networks. We're gonna sit down with its Chief product officer next and dissect all of that. >>Yeah. You know, oftentimes in, in events like this, day two is product day. And look, it's all about products and sales. Yeah, I mean those, that's the, the, the golden rule. Get the product right, get the sales right, and everything else will take care of itself. So let's talk product. >>Yeah, let's talk product. Lee Claridge joins us, the Chief Product Officer at Palo Alto Networks. Welcome Lee. Great to have >>You. Thank you so much. >>So we didn't get to see your keynote yesterday, but we heard one of the things, you know, we've been talking about the threat landscape, the challenges. We had Unit 42, Wendy on yesterday. We had Nash on and near talking about the massive challenges in the threat landscape. But we understand, despite that you are optimistic. I am. Talk about your optimism given the massive challenges that every organization is facing today. >>Look, cybersecurity's hard and often in cybersecurity in the industry, a lot of people get sort of really focused on what the threat actors are doing, why they're successful. We investigate breaches and we think of it, it just starts to feel somewhat overwhelming for a lot of folks. And I just happen to think a little bit differently. I, I look at it and I think it's actually a solvable problem. >>Talk about cyber resilience. How does Palo Alto Networks define that and how does it help customers achieve that? Cuz that's the, that's the holy grail these days. >>Yes. Look, the, the way I think about cyber resilience is basically in two pieces. One, it's all about how do we prevent the threat actors from actually being successful in the first place. Second, we also have to be prepared for what happens if they happen to find a way to get through, and how do we make sure that that happens? The blast radius is, is as narrowly contained as possible. And so the, the way that we approach this is, you know, I, I kind of think in terms of like threes three core principles. Number one, we have to have amazing technology and we have to constantly be, keep keeping up with and ideally ahead of what attackers are doing. It's a big part of my job as the chief product officer, right? Second is we, you know, one of the, the big transformations that's happened is the advent of, of AI and the opportunity, as long as we can do it, a great job of collecting great data, we can drive AI and machine learning models that can start to be used for our advantage as defenders, and then further use that to drive automation. >>So we take the human out of the response as much as possible. What that allows us to do is actually to start using AI and automation to disrupt attackers as it's happening. The third piece then becomes natively integrating these capabilities into a platform. And when we do that, what allows us to do is to make sure that we are consistently delivering cybersecurity everywhere that it needs to happen. That we don't have gaps. Yeah. So great tech AI and automation deliver natively integrated through platforms. This is how we achieve cyber resilience. >>So I like the positivity. In fact, Steven Schmidt, who's now the CSO of, of Amazon, you know, Steven, and it was the CSO at AWS at the time, the first reinforced, he stood up on stage and said, listen, this narrative that's all gloom and doom is not the right approach. We actually are doing a good job and we have the capability. So I was like, yeah, you know, okay. I'm, I'm down with that. Now when I, my question is around the, the portfolio. I, I was looking at, you know, some of your alternatives and options and the website. I mean, you got network security, cloud security, you got sassy, you got capp, you got endpoint, pretty much everything. You got cider security, which you just recently acquired for, you know, this whole shift left stuff, you know, nothing in there on identity yet. That's good. You partner for that, but, so could you describe sort of how you think about the portfolio from a product standpoint? How you continue to evolve it and what's the direction? Yes. >>So the, the, the cybersecurity industry has long had this, I'm gonna call it a major flaw. And the major flaw of the cybersecurity industry has been that every time there is a problem to be solved, there's another 10 or 20 startups that get funded to solve that problem. And so pretty soon what you have is you're, if you're a customer of this is you have 50, a hundred, the, the record is over 400 different cybersecurity products that as a customer you're trying to operationalize. >>It's not a good record to have. >>No, it's not a good record. No. This is, this is the opposite of Yes. Not a good personal best. So the, so the reason I start there in answering your question is the, the way that, so that's one end of the extreme, the other end of the extreme view to say, is there such a thing as a single platform that does everything? No, there's not. That would be nice. That was, that sounds nice. But the reality is that cybersecurity has to be much broader than any one single thing can do. And so the, the way that we approach this is, is three fundamental areas that, that we, Palo Alto Networks are going to be the best at. One is network security within network security. This includes hardware, NextGen, firewalls, software NextGen, firewalls, sassy, all the different security services that tie into that. All of that makes up our network security platforms. >>So everything to do with network security is integrated in that one place. Second is around cloud security. The shift to the cloud is happening is very real. That's where Prisma Cloud takes center stage. C a P is the industry acronym. If if five letters thrown together can be called an acronym. The, so cloud native application protection platform, right? So this is where we bring all of the different cloud security capabilities integrated together, delivered through one platform. And then security, security operations is the third for us. This is Cortex. And this is where we bring together endpoint security, edr, ndr, attack, surface management automation, all of this. And what we had, what we announced earlier this year is x Im, which is a Cortex product for actually integrating all of that together into one SOC transformation platform. So those are the three platforms, and that's how we deliver much, much, much greater levels of native integration of capabilities, but in a logical way where we're not trying to overdo it. >>And cider will fit into two or three >>Into Prisma cloud into the second cloud to two. Yeah. As part of the shift left strategy of how we secure makes sense applications in the cloud >>When you're in customer conversations. You mentioned the record of 400 different product. That's crazy. Nash was saying yesterday between 30 and 50 and we talked with him and near about what's realistic in terms of getting organizations to, to be able to consolidate. I'd love to understand what does cybersecurity transformation look like for the average organization that's running 30 to 50 point >>Solutions? Yeah, look, 30 to 50 is probably, maybe normal. A hundred is not unusual. Obviously 400 is the extreme example. But all of those are, those numbers are too big right now. I think, I think realistic is high. Single digits, low double digits is probably somewhat realistic for most organizations, the most complex organizations that might go a bit above that if we're really doing a good job. That's, that's what I think. Now second, I do really want to point out on, on the product guy. So, so maybe this is just my way of thinking, consolidation is an outcome of having more tightly and natively integrated capabilities. Got you. And the reason I flip that around is if I just went to you and say, Hey, would you like to consolidate? That just means maybe fewer vendors that that helps the procurement person. Yes. You know, have to negotiate with fewer companies. Yeah. Integration is actually a technology statement. It's delivering better outcomes because we've designed multiple capabilities to work together natively ourselves as the developers so that the customer doesn't have to figure out how to do it. It just happens that by, by doing that, the customer gets all this wonderful technical benefit. And then there's this outcome sitting there called, you've just consolidated your complexity. How >>Specialized is the customer? I think a data pipelines, and I think I have a data engineer, have a data scientists, a data analyst, but hyper specialized roles. If, if, let's say I have, you know, 30 or 40, and one of 'em is an SD wan, you know, security product. Yeah. I'm best of breed an SD wan. Okay, great. Palo Alto comes in as you, you pointed out, I'm gonna help you with your procurement side. Are there hyper specialized individuals that are aligned to that? And how that's kind of part A and B, how, assuming that's the case, how does that integration, you know, carry through to the business case? So >>Obviously there are specializations, this is the, and, and cybersecurity is really important. And so there, this is why there had, there's this tendency in the past to head toward, well I have this problem, so who's the best at solving this one problem? And if you only had one problem to solve, you would go find the specialist. The, the, the, the challenge becomes, well, what do you have a hundred problems to solve? I is the right answer, a hundred specialized solutions for your a hundred problems. And what what I think is missing in this approach is, is understanding that almost every problem that needs to be solved is interconnected with other problems to be solved. It's that interconnectedness of the problems where all of a sudden, so, so you mentioned SD wan. Okay, great. I have Estee wan, I need it. Well what are you connecting SD WAN to? >>Well, ideally our view is you would connect SD WAN and branch to the cloud. Well, would you run in the cloud? Well, in our case, we can take our SD wan, connect it to Prisma access, which is our cloud security solution, and we can natively integrate those two things together such that when you use 'em together, way easier. Right? All of a sudden we took what seemed like two separate problems. We said, no, actually these problems are related and we can deliver a solution where those, those things are actually brought together. And that's just one simple example, but you could, you could extend that across a lot of these other areas. And so that's the difference. And that's how the, the, the mindset shift that is happening. And, and I I was gonna say needs to happen, but it's starting to happen. I'm talking to customers where they're telling me this as opposed to me telling them. >>So when you walk around the floor here, there's a visual, it's called a day in the life of a fuel member. And basically what it has, it's got like, I dunno, six or seven different roles or personas, you know, one is management, one is a network engineer, one's a coder, and it gives you an X and an O. And it says, okay, put the X on things that you spend your time doing, put the o on things that you wanna spend your time doing a across all different sort of activities that a SecOps pro would do. There's Xs and O's in every one of 'em. You know, to your point, there's so much overlap going on. This was really difficult to discern, you know, any kind of consistent pattern because it, it, it, unlike the hyper specialization and data pipelines that I just described, it, it's, it's not, it, it, there's way more overlap between those, those specialization roles. >>And there's a, there's a second challenge that, that I've observed and that we are, we've, we've been trying to solve this and now I'd say we've become, started to become a lot more purposeful in, in, in trying to solve this, which is, I believe cybersecurity, in order for cyber security vendors to become partners, we actually have to start to become more opinionated. We actually have to start, guys >>Are pretty opinionated. >>Well, yes, but, but the industry large. So yes, we're opinionated. We build these products, but that have, that have our, I'll call our opinions built into it, and then we, we sell the, the product and then, and then what happens? Customer says, great, thank you for the product. I'm going to deploy it however I want to, which is fine. Obviously it's their choice at the end of the day, but we actually should start to exert an opinion to say, well, here's what we would recommend, here's why we would recommend that. Here's how we envisioned it providing the most value to you. And actually starting to build that into the products themselves so that they start to guide the customer toward these outcomes as opposed to just saying, here's a product, good luck. >>What's, what's the customer lifecycle, not lifecycle, but really kind of that, that collaboration, like it's one thing to, to have products that you're saying that have opinions to be able to inform customers how to deploy, how to use, but where is their feedback in this cycle of product development? >>Oh, look, my, this, this is, this is my life. I'm, this is, this is why I'm here. This is like, you know, all day long I'm meeting with customers and, and I share what we're doing. But, but it's, it's a, it's a 50 50, I'm half the time I'm listening as well to understand what they're trying to do, what they're trying to accomplish, and how, what they need us to do better in order to help them solve the problem. So the, the, and, and so my entire organization is oriented around not just telling customers, here's what we did, but listening and understanding and bringing that feedback in and constantly making the products better. That's, that's the, the main way in which we do this. Now there's a second way, which is we also allow our products to be customized. You know, I can say, here's our best practices, we see it, but then allowing our customer to, to customize that and tailor it to their environment, because there are going to be uniquenesses for different customers in parti, we need more complex environments. Explain >>Why fire firewalls won't go away >>From your perspective. Oh, Nikesh actually did a great job of explaining this yesterday, and although he gave me credit for it, so this is like a, a circular kind of reference here. But if you think about the firewalls slightly more abstract, and you basically say a NextGen firewalls job is to inspect every connection in order to make sure the connection should be allowed. And then if it is allowed to make sure that it's secure, >>Which that is the definition of an NextGen firewall, by the way, exactly what I just said. Now what you noticed is, I didn't describe it as a hardware device, right? It can be delivered in hardware because there are environments where you need super high throughput, low latency, guess what? Hardware is the best way of delivering that functionality. There's other use cases cloud where you can't, you, you can't ship hardware to a cloud provider and say, can you install this hardware in front of my cloud? No, no, no. You deployed in a software. So you take that same functionality, you instantly in a software, then you have other use cases, branch offices, remote workforce, et cetera, where you say, actually, I just want it delivered from the cloud. This is what sassy is. So when I, when I look at and say, the firewall's not going away, what, what, what I see is the functionality needed is not only not going away, it's actually expanding. But how we deliver it is going to be across these three form factors. And then the customer's going to decide how they need to intermix these form factors for their environment. >>We put forth this notion of super cloud a while about a year ago. And the idea being you're gonna leverage the hyperscale infrastructure and you're gonna build a, a, you're gonna solve a common problem across clouds and even on-prem, super cloud above the cloud. Not Superman, but super as in Latin. But it turned into this sort of, you know, superlative, which is fun. But the, my, my question to you is, is, is, is Palo Alto essentially building a common cross-cloud on-prem, presumably out to the edge consistent experience that we would call a super cloud? >>Yeah, I don't know that we've ever used the term surfer cloud to describe it. Oh, you don't have to, but yeah. But yes, based on how you describe it, absolutely. And it has three main benefits that I describe to customers all the time. The first is the end user experience. So imagine your employee, and you might work from the office, you might work from home, you might work while from, from traveling and hotels and conferences. And, and by the way, in one day you might actually work from all of those places. So, so the first part is the end user experience becomes way better when it doesn't matter where they're working from. They always get the same experience, huge benefit from productivity perspective, no second benefit security operations. You think about the, the people who are actually administering these policies and analyzing the security events. >>Imagine how much better it is for them when it's all common and consistent across everywhere that has to happen. Cloud, on-prem branch, remote workforce, et cetera. So there's a operational benefit that is super valuable. Third, security benefit. Imagine if in this, this platform-based approach, if we come out with some new amazing innovation that is able to detect and block, you know, new types of attacks, guess what, we can deliver that across hardware, software, and sassi uniformly and keep it all up to date. So from a security perspective, way better than trying to figure out, okay, there's some new technology, you know, does my hardware provider have that technology or not? Does my soft provider? So it's bringing that in to one place. >>From a developer perspective, is there a, a, a PAs layer, forgive me super PAs, that a allows the developers to have a common experience across irrespective of physical location with the explicit purpose of serving the objective of your platform. >>So normally when I think of the context of developers, I'm thinking of the context of, of the people who are building the applications that are being deployed. And those applications may be deployed in a data center, increasing the data centers, depending private clouds might be deployed into, into public cloud. It might even be hybrid in nature. And so if you think about what the developer wants, the developer actually wants to not have to think about security, quite frankly. Yeah. They want to think about how do I develop the functionality I need as quickly as possible with the highest quality >>Possible, but they are being forced to think about it more and more. Well, but anyway, I didn't mean to >>Interrupt you. No, it's a, it is a good, it's a, it's, it's a great point. The >>Well we're trying to do is we're trying to enable our security capabilities to work in a way that actually enables what the developer wants that actually allows them to develop faster that actually allows them to focus on the things they want to focus. And, and the way we do that is by actually surfacing the security information that they need to know in the tools that they use as opposed to trying to bring them to our tools. So you think about this, so our customer is a security customer. Yet in the application development lifecycle, the developer is often the user. So we, we we're selling, we're so providing a solution to security and then we're enabling them to surface it in the developer tools. And by, by doing this, we actually make life easier for the developers such that they're not actually thinking about security so much as they're just saying, oh, I pulled down the wrong open source package, it's outdated, it has vulnerabilities. I was notified the second I did it, and I was told which one I should pull down. So I pulled down the right one. Now, if you're a developer, do you think that's security getting your way? Not at all. No. If you're a developer, you're thinking, thank god, thank you, thank, thank you. Yeah. You told me at a point where it was easy as opposed to waiting a week or two and then telling me where it's gonna be really hard to fix it. Yeah. Nothing >>More than, so maybe be talking to Terraform or some other hash corp, you know, environment. I got it. Okay. >>Absolutely. >>We're 30 seconds. We're almost out of time. Sure. But I'd love to get your snapshot. Here we are at the end of calendar 2022. What are you, we know you're optimistic in this threat landscape, which we're gonna see obviously more dynamics next year. What kind of nuggets can you drop about what we might hear and see in 23? >>You're gonna see across everything. We do a lot more focus on the use of AI and machine learning to drive automated outcomes for our customers. And you're gonna see us across everything we do. And that's going to be the big transformation. It'll be a multi-year transformation, but you're gonna see significant progress in the next 12 months. All >>Right, well >>What will be the sign of that progress? If I had to make a prediction, which >>I'm better security with less effort. >>Okay, great. I feel like that's, we can measure that. I >>Feel, I feel like that's a mic drop moment. Lee, it's been great having you on the program. Thank you for walking us through such great detail. What's going on in the organization, what you're doing for customers, where you're meeting, how you're meeting the developers, where they are. We'll have to have you back. There's just, just too much to unpack. Thank you both so much. Actually, our pleasure for Lee Cler and Dave Valante. I'm Lisa Martin. You're watching The Cube Live from Palo Alto Networks Ignite 22, the Cube, the leader in live, emerging and enterprise tech coverage.

Published Date : Dec 14 2022

SUMMARY :

The cube presents Ignite 22, brought to you by Palo Alto It's the cube at Palo Alto Networks get the sales right, and everything else will take care of itself. Great to have But we understand, despite that you are optimistic. And I just happen to think a little bit Cuz that's the, that's the holy grail these days. And so the, the way that we approach this is, you know, I, I kind of think in terms of like threes three core delivering cybersecurity everywhere that it needs to happen. So I was like, yeah, you know, And so pretty soon what you have is you're, the way that we approach this is, is three fundamental areas that, So everything to do with network security is integrated in that one place. Into Prisma cloud into the second cloud to two. look like for the average organization that's running 30 to 50 point And the reason I flip that around is if I just went to you and say, Hey, would you like to consolidate? kind of part A and B, how, assuming that's the case, how does that integration, the problems where all of a sudden, so, so you mentioned SD wan. And so that's the difference. and it gives you an X and an O. And it says, okay, put the X on things that you spend your And there's a, there's a second challenge that, that I've observed and that we And actually starting to build that into the products themselves so that they start This is like, you know, all day long I'm meeting with customers and, and I share what we're doing. And then if it is allowed to make sure that it's secure, Which that is the definition of an NextGen firewall, by the way, exactly what I just said. my question to you is, is, is, is Palo Alto essentially building a And, and by the way, in one day you might actually work from all of those places. with some new amazing innovation that is able to detect and block, you know, forgive me super PAs, that a allows the developers to have a common experience And so if you think Well, but anyway, I didn't mean to No, it's a, it is a good, it's a, it's, it's a great point. And, and the way we do that is by actually More than, so maybe be talking to Terraform or some other hash corp, you know, environment. But I'd love to get your snapshot. And that's going to be the big transformation. I feel like that's, we can measure that. We'll have to have you back.

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Unpacking Palo Alto Networks Ignite22 | Palo Alto Networks Ignite22


 

>> Announcer: TheCUBE presents Ignite '22, brought to you by Palo Alto Networks. >> Welcome back to Las Vegas. It's theCUBE covering Palo Alto Networks '22, from the MGM Grand, Lisa Martin with Dave Vellante. Dave, we are going to unpack in the next few minutes what we heard and saw at day one of Palo Alto Networks, Ignite. A lot of great conversations, some great guests on the program today. >> Yeah last event, CUBE event of the year. Probably last major tech event of the year. It's kind of an interesting choice of timing, two weeks after reInvent. But you know, this crowd is it's a lot of like network engineers, SecOps pros. There's not a lot of suits here. I think they were here yesterday, all the partners. >> Yeah. >> We talked to Carl Sunderland about, Hey, these, these guys want to know how do I grow my business? You know, so it was a lot of C level executives talking about their business, and how they partner with Palo Alto to grow. The crowd today is really, you know hardcore security professionals. >> Yeah. >> So we're hearing a story of consolidation. >> Yes. >> No surprise. We've talked about that and reported on it, you know, quite extensively. The one big takeaway, and I want, I came in, as you know, wanting to understand, okay, can you through m and a maintain, you know, build a suite of great, big portfolio and at the same time maintain best of breed? And the answer was consistent. We heard it from Nikesh, we heard it from Nir Zuk. The answer was you can't be best of breed without having that large portfolio, single data lake, you know? Single version of the truth, of there is such a thing. That was interesting, that in security, you have to have that visibility. I would imagine, that's true for a lot of things. Data, see what Snowflake and Databricks are both trying to do, now AWS. So to join, we heard that last week, so that was one of the big takeaways. What were your, some of your thoughts? >> Just impressed with the level of threat intelligence that Unit 42 has done. I mean, we had Wendy Whitmer on, and she was one of the alumni, great guest. The landscape has changed so dramatically. Every business, in any industry, nobody's safe. They have such great intelligence on what's going on with malware, with ransomware, with Smishing, that they're able to get, help organizations on their way to becoming cyber resilient. You know, we've been talking a lot about cyber resiliency lately. I always want to understand, well what does it mean? How do different organizations and customers define it? Can they actually really get there? And Wendy talked about yes, it is a journey, but organizations can achieve cyber resiliency. But they need to partner with Palo Alto Networks to be able to understand the landscape and ensure that they've got security established across their organization, as it's now growingly Multicloud. >> Yeah, she's a blonde-haired Wonder Woman, superhero. I always ask security pros that question. But you know, when you talk to people like Wendy Whitmore, Kevin Mandy is somebody else. And the people at AWS, or the big cloud companies, who are on the inside, looking at the threat intelligence. They have so much data, and they have so much knowledge. They can, they analyze, they could identify the fingerprints of nation states, different, you know, criminal organizations. And the the one thing, I think it was Wendy who said, maybe it was somebody else, I think it was Wendy, that they're they're tearing down and reforming, right? >> Yes. >> After they're discovered. Okay, they pack up and leave. They're like, you know, Oceans 11. >> Yep. >> Okay. And then they recruit them and bring them back in. So that was really fascinating. Nir Zuk, we'd never had him on theCUBE before. He was tremendous founder and and CTO of Palo Alto Networks, very opinionated. You know, very clear thinker, basically saying, look you're SOC is going to be run by AI >> Yeah. >> within the next five years. And machines are going to do things that humans can't do at scale, is really what he was saying. And then they're going to get better at that, and they're going to do other things that you have done well that they haven't done well, and then they're going to do well. And so, this is an interesting discussion about you know, I remember, you know we had an event with MIT. Eric Brynjolfsson and Andy McAfee, they wrote the book "Second Machine Age." And they made the point, machines have always replaced humans. This is the first time ever that machines are replacing humans in cognitive functions. So what does that mean? That means that humans have to rely on, you know, creativity. There's got to be new training, new thinking. So it's not like you're going to be out of a job, you're just going to be doing a different job. >> Right. I thought Nir Zuk did a great job of explaining that. We often hear people that are concerned with machines taking jobs. He did a great job of, and you did a great recap, of articulating the value that both bring, and the opportunities to the humans that the machines actually deliver as well. >> Yeah so, you know, we didn't, we didn't get deep into the products today. Tomorrow we're going to have a little bit more deep dive on products. We did, we had some partners on, AWS came on, talked about their ecosystem. BJ Jenkins so, you know, BJ Jenkins again I mean super senior executive. And if I were Nikesh, he's doing exactly what I would do. Putting him on a plane and saying, go meet with customers, go make rain, right? And that's what he's doing is, he's an individual who really knows how to interact with the C-suite, has driven value, you know, over the years. So they've got that angle goin', they're driving go to market. They've got the technology piece and they've, they got to build out the ecosystem. That I think is the big opportunity for them. You know, if they're going to double as a company, this ecosystem has to quadruple. >> Yeah, yeah. >> In my opinion. And I, we saw the same thing at CrowdStrike. We said the same thing about Service Now in 2013. And so, what's happened is the GSIs, the global system integrators start to get involved. They start to partner with them and then they get to get that flywheel effect. And then there's a supercloud, I think that, you know I think Nir Zuk said, Hey, we are basically building out that, he didn't use the term supercloud. But, we're building out that cross cloud capability. You don't need another stove pipe for the edge. You know, so they got on-prem, they got AWS, Azure, you said you have to, absolutely have to run on Microsoft. 'Cause I don't believe today, right? Today they run on, I heard somebody say they run on AWS and Google. >> Yeah. >> I haven't heard much about Microsoft. >> Right. >> Both AWS and Google are here. Microsoft, the bigger competitor in security, but Nir Zuk was unequivocal. Yes, of course you have to run, you got to run it on an Alibaba cloud. He didn't say that, but if you want to secure the China cloud, you got to run on Alibaba. >> Absolutely. >> And Oracle he said. Didn't mention IBM, but no reason they can't run on IBM's cloud. But unless IBM doesn't want 'em to. >> Well they're very customer focused and customer first. So it'll be interesting to see if customers take them in that direction. >> Well it's a good point, right? If customers say, Hey we want you running in this cloud, they will. And, but he did call out Oracle, which I thought was interesting. And so, Oracle's all about mission critical data, mission critical apps. So, you know, that's a good sign. You know, I mean there's so much opportunity in cyber, but so much confusion. You know, sneak had a raise today. It was a down round, no surprise there. But you know, these companies are going to start getting tight on cash, and you've seen layoffs, right? And so, I dunno who said it, I think it was Carl at the end said in a downturn, the strongest companies come out stronger. And that's generally, generally been the case. That kind of rich get richer. We see that in the last downturn? Yes and no, to a certain extent. It's still all about execution. I mean I think about EMC coming out of the last downturn. They did come out stronger and then they started to rocket, but then look what happened. They couldn't remain independent. They were just using m and a as a technique to hide the warts. You know so, what Nir Zuk said that was most interesting to me is when we acquire, we acquire with the intent of integrating. ServiceNow has a similar philosophy. I think that's why they've been somewhat successful. And Oracle, for sure, has had a similar philosophy. So, and that idea of shifting labor into vendor R and D has always been a winning formula. >> I think we heard that today. Excited for day two tomorrow. We've got some great conversations. We're going to be able to talk with some customers, the chief product officer is on. So we have more great content coming from our last live show over the year. Dave, it's been great co-hosting day one with you. Look forward to doing it tomorrow. >> Yeah, thanks for doing this. >> All right. >> All right. For Dave Vellante, I'm Lisa Martin. You've been watching theCUBE, the leader in live enterprise and emerging tech coverage. See you tomorrow. (gentle music fades)

Published Date : Dec 14 2022

SUMMARY :

brought to you by Palo Alto Networks. in the next few minutes CUBE event of the year. We talked to Carl Sunderland So we're hearing a And the answer was consistent. that they're able to But you know, when you talk to people They're like, you know, Oceans 11. And then they recruit them and then they're going to do well. and the opportunities to the humans You know, if they're going to double I think that, you know Yes, of course you have to run, And Oracle he said. So it'll be interesting to see We see that in the last downturn? I think we heard that today. See you tomorrow.

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>> TheCUBE presents Ignite 22 brought to you by Palo Alto Networks. >> Welcome back to Las Vegas, everyone. We're glad you're with us. This is theCUBE live at Palo Alto Ignite 22 at the MGM Grant in Las Vegas. Lisa Martin here with Dave Vellante, day one of our coverage. We've had great conversations. The cybersecurity landscape is so interesting Dave, it's such a challenging problem to solve but it's so diverse and dynamic at the same time. >> You know, Lisa theCUBE started in May of 2010 in Boston. We called it the chowder event, chowder and Lobster. It was a EMC world, 2010. BJ Jenkins, who's here, of course, was a longtime friend of theCUBE and made the, made the transition into from, well, it's still data, data to, to cyber. So >> True. And BJ is back with us. BJ Jenkins, president Palo Alto Networks great to have you back on theCUBE. >> It is great to be here in person on theCube >> Isn't it great? >> In Vegas. It's awesome. >> And we can tell by your voice will be, will be gentle. You, you've been in Vegas typical Vegas occupational hazard of losing the voice. >> Yeah. It was one of the benefits of Covid. I didn't lose my voice at home sitting talking to a TV. You lose it when you come to Vegas. >> Exactly. >> But it's a small price to pay. >> So things kick off yesterday with the partner summit. You had a keynote then, you had a customer, a CISO on stage. You had a keynote today, which we didn't get to see. But talk to us a little bit about the lay of the land. What are you hearing from CISOs, from CIOs as we know security is a board level conversation. >> Yeah, I, you know it's been an interesting three or four months here. Let me start with that. I think, cybersecurity in general is still front and center on CIOs and CISO's minds. It has to be, if you saw Wendy's presentation today and the threats out there companies have to have it front and center. I do think it's been interesting though with the macro uncertainty. We've taken to calling this year the revenge of the CFO and you know these deals in cybersecurity are still a top priority but they're getting finance and procurements, scrutiny which I think in this environment is a necessity but it's still a, you know, number one number two imperative no matter who you talked to, in my mind >> It was interesting what Nikesh was saying in the last conference call that, hey we just have to get more approvals. We know this. We're, we're bringing more go-to-market people on board. We, we have, we're filling the pipeline 'cause we know they're going to split up deals big deals go into smaller chunks. So the question I have for you is is how are you able to successfully integrate those people so that you can get ahead of that sort of macro transition? >> Yeah I, you know, I think there's two things I'd say about uncertain macro situations and Dave, you know how old I am. I'm pretty old. I've been through a lot of cycles. And in those cycles I've always found stronger companies with stronger value proposition separate themselves actually in uncertain, economic times. And so I think there's actually an opportunity here. The message tilts a little bit though where it's been about innovation and new threat vectors to one of you have 20, 30, 40 vendors you can consolidate become more effective in your security posture and save money on your TCOs. So one of the things as we bring people on board it's training them on that business value proposition. How do you take a customer who's got 20 or 30 tools take 'em down to 5 or 10 where Palo is more central and strategic and be able to demonstrate that value. So we do that through, we're making a huge investment in our people but macroeconomic times also puts some stronger people back on the market and we're able to incorporate them into the business. >> What are the conditions that are necessary for that consolidation? Like I would imagine if you're, if you're a big customer of a big, you know, competitor of yours that that migration is going to be harder than if you're dealing with lots of little point tools. Do those, do those point tools, are they sort of is it the end of the subscription? Is it just stuff that's off the books now? What's, the condition that is ripe for that kind of consolidation? >> Look, I think the challenge coming into this year was skills. And so customers had all of these point products. It required a lot more human intervention as Nikesh was talking about to integrate them or make them work. And as all of us know finding people with cybersecurity skills over the last 12 months has been incredibly hard. That drove, if you know, if you think about that a CIO and a CISO sitting there going, I have all all this investment in tools. I don't have the people to operate 'em. What do I need to do? What we tried to do is elevate that conversation because in a customer, everybody who's bought one of those, they they bought it to solve a problem. And there's people with affinity for that tool. They're not just going to say I want to get consolidated and give up my tool. They're going to wrap their arms around it. And so what we needed to do and this changed our ecosystem strategy too how we leverage partners. We needed to get into the CIO and CISO and say look at this chaos you have here and the challenges around people that it's, it's presenting you. We can help solve that by, by standardizing, consolidating taking that integration away from you as Nikesh talked about, and making it easier for your your high skill people to work on high skill, you know high challenges in there. >> Let chaos reign, and then reign in the chaos. >> Yes. >> Andy Grove. >> I was looking at some stats that there's 26 million developers but less than 3 million cybersecurity professionals. >> Talked about that skills gap and what CISOs and CIOs are facing is do you consider from a value prop perspective Palo Alto Networks to be a, a facilitator of helping organizations deal with that skills gap? >> I think there's a short term and a long term. I think Nikesh today talked about the long term that we'll never win this battle with human beings. We're going to have to win it with automation. That, that's the long term the short term right here and now is that people need people with cybersecurity skills. Now what we're trying to do, you know, is multifaceted. We work with universities to standardize programs to develop skills that people can come into the marketplace with. We run our own programs inside the company. We have a cloud academy program now where we take people high aptitude for sales and technical aptitude and we will put them through a six month boot camp on cloud and they'll come out of that ready to really work with the leading experts in cloud security. The third angle is partners, right, there are partners in the marketplace who want to drive their business into high services areas. They have people, they know how to train. We give them, we partner with them to give them training. Hopefully that helps solve some of the short-term gaps that are out there today. >> So you made the jump from data storage to security and >> Yeah. >> You know, network security, all kinds of security. What was that like? What you must have learned a lot in the last better part of a decade? >> Yeah. >> Take us through that. >> You know, so the first jump was from EMC. I was 15 years there to be CEO of Barracuda. And you know, it was interesting because EMC was, you know large enterprise for the most part. At Barracuda we had, you know 250,000 small and mid-size enterprises. And it was, it's interesting to get into security in small and mid-size businesses because, you know Wendy today was talking about nation states. For small and mid-size business, it's common thievery right? It's ransomware, it's, and, those customers don't have, you know, the human and financial resources to keep up with the threat factor. So, you know, Nikesh talked about how it's taken 'em four and a half years to get into cybersecurity. I remember my first week at Barracuda, I was talking with a customer who had, you know, breached data shut down. There wasn't much bitcoin back then so it was just a pure ransom. And I'm like, wow, this is, you know, incredible industry. So it's been a good, you know, transition for me. I still think data is at the heart of all of this. Right? And I have always believed there's a strong connection between the things I learned growing up at EMC and what I put into practice today at Palo Alto Networks. >> And how about a culture because I, you know I know have observed the EMC culture >> Yeah. >> And you were there in really the heyday. >> Yeah. >> Right? Which was an awesome place. And it seems like Palo Alto obviously, different times but you know, similar like laser focus on solving problems, you know, obviously great, you know value sellers, you know, you guys aren't the commodity >> Yeah. For Product. But there seemed to be some similarities from afar. I don't know Palo Alto as well as I know EMC. >> I think there's a lot. When I joined EMC, it was about, it was 2 billion in in revenue and I think when I left it was over 20, 20, 21. And, you know, we're at, you know hopefully 5, 5 5 in revenue. I feel like it's this very similar, there's a sense of urgency, there's an incredible focus on the customer. you know, Near and Moche are definitely different individuals but the both same kind of disruptive, Israeli force out there driving the business. There are a lot of similarities. I, you know, the passion, I feel privileged as a, you know go to market person that I have this incredible portfolio to go, you know, work with customers on. It's a lucky position to be in, but very I feel like it is a movie I've seen before. >> Yeah. And but, and the course, the challenges from the, the target that you're disrupting is different. It was, you know, EMC had a lot of big, you know IBM obviously was, you know, bigger target whereas you got thousands of, you know, smaller companies. >> Yes. >> And, and so that's a different dynamic but that's why the consolidation play is so important. >> Look at, that's why I joined Palo Alto Networks when I was at Barracuda for nine years. It just fascinated me, that there was 3000 plus players in security and why didn't security evolve like the storage market did or the server market or network where working >> Yeah, right. >> You know, two or three big gorillas came to, to dominate those markets. And it's, I think it's what Nikesh talked about today. There was a new problem in best of breed. It was always best of breed. You can never in security go in and, you know, say, Hey it's good I saved us some money but I got the third best product in the marketplace. And there was that kind of gap between products. I, believe in why I joined here I think this is my last gig is we have a chance to change that. And this is the first company as I look from the outside in that had best of breed as, you know Nikesh said 13 categories. >> Yeah. >> And you know, we're in the leaders quadrant and it's a conversation I have with customers. You don't have to sacrifice best of breed but get the benefits of a platform. And I, think that resonates today. I think we have a chance to change the industry from that viewpoint. >> Give us a little view of the voice of the customer. You had, was it Sabre? >> Yeah. >> That was on >> Scott Moser, The CISO from Sabre. >> Give us a view, what are you hearing from the voice of the customer? Obviously they're quite a successful customer but challenges, concerns, the partnership. >> Yeah. Look, I think security is similar to industries where we come up with magic marketing phrases and, you know, things to you know, make you want to procure our solutions. You know, zero trust is one. And you know, you'll talk to customers and they're like, okay, yes. And you know, the government, right? Joe, Joe Biden's putting out zero trust executive orders. And the, the problem is if you talk to customers, it's a journey. They have legacy infrastructure they have business drivers that you know they just don't deal with us. They've got to deal with the business side who's trying to make the money that keeps the, the company going. it's really helped them draw a map from where they're at today to zero trust or to a better security architecture. Or, you know, they're moving their apps into the cloud. How am I going to migrate? Right? Again, that discussion three years ago was around lift and shift, right? Today it's about, well, no I need cloud native developed apps to service the business the way I want to, I want to service it. How do I, so I, I think there's this element of a trusted partner and relationship. And again, I think this is why you can't have 40 or 50 of those. You got to start narrowing it down if you want to be able to meet and beat the threats that are out there for you. So I, you know, the customers, I see a lot of 'em. It's, here's where I'm at help me get here to a better position. And they know it's, you know Scott said in our keynote today, you don't just, you know have layer three firewall policies and decide, okay tomorrow I'm going to go to layer seven. That, that's not how it works. Right? There's, and, and by the way these things are a mission critical type areas. So there's got to be a game plan that you help customers go through to get there. >> Definitely. Last question, my last question for you is, is security being a board level conversation I was reading some stats from a survey I think it was the what's new in Cypress survey that that Palo Alto released today that showed that while significant numbers of organizations think they've got a cyber resiliency playbook, there's a lot of disconnect or lack of alignment at the boardroom. Are you in those conversations? How can you help facilitate that alignment between the executive team and the board when it comes to security being so foundational to any business? >> Yeah, it's, I've been on three, four public company boards. I'm on, I'm on two today. I would say four years ago, this was a almost a taboo topic. It was a, put your head in the sand and pray to God nothing happened. And you know, the world has changed significantly. And because of the number of breaches the impact it's had on brand, boards have to think about this in duty of care and their fiduciary duty. Okay. So then you start with a board that may not have the technical skills. The first problem the security industry had is how do I explain your risk profile in a way you can understand it. I'm, I'm on the board of Generac that makes home generators. It's a manufacturing, you know, company but they put Wifi modules in their boxes so that the dealers could help do the maintenance on 'em. And all of a sudden these things were getting attacked. Right? And they're being used for bot attacks. >> Yeah. >> Everybody on their board had a manufacturing background. >> Ah. >> So how do you help that board understand the risk they have that's what's changed over the last four years. It's a constant discussion. It's one I have with CISOs where they're like help us put it in layman's terms so they understand they know what we're doing and they feel confident but at the same time understand the marketplace better. And that's a journey for us. >> That Generac example is a great one because, you know, think about IOT Technologies. They've historically been air gaped >> Yes. >> By design. And all of a sudden the business comes in and says, "Hey we can put wifi in there", you know >> Connect it to a home Wifi system that >> Make our lives so much easier. Next thing you know, it's being used to attack. >> Yeah. >> So that's why, as you go around the world are you discerning, I know you were just in Japan are you discerning significant differences in sort of attitudes toward, towards cyber? Whether it's public policy, you know things like regulation where you, they don't want you sharing data, but as as a cyber company, you want to share that data with you know, public and private? >> Look it, I, I think around the world we see incredible government activity first of all. And I think given the position we're in we get to have some unique conversations there. I would say worldwide security is an imperative. I, no matter where I go, you know it's in front of everybody's mind. The, on the, the governance side, it's really what do we need to adapt to make sure we meet local regulations. And I, and I would just tell you Dave there's ways when you do that, and we talk with governments that because of how they want to do it reduce our ability to give them full insight into all the threats and how we can help them. And I do think over time governments understand that we can anonymize the data. There's, but that, that's a work in process. Definitely there is a balance. We need to have privacy, we need to have, you know personal security for people. But there's ways to collect that data in an anonymous way and give better security insight back into the architectures that are out there. >> All right. A little shift the gears here. A little sports question. We've had some great Boston's sports guests on theCUBE right? I mean, Randy Seidel, we were talking about him. Peter McKay, Snyk, I guess he's a competitor now but you know, there's no question got >> He got a little funding today. I saw that. >> Down round. But they still got a lot of money. Not of a down round, but they were, but yeah, but actually, you know, he was on several years ago and it was around the time they were talking about trading Brady. He said Never trade Brady. And he got that right. We, I think we can agree Brady's the goat. >> Yes. >> The big question I have for you is, Belichick. Do you ever question Has your belief in him as the greatest coach of all time wavered, you know, now that- No. Okay. >> Never. >> Weigh in on that. >> Never, he says >> Still the Goat. >> I'll give you my best. You know, never In Bill we trust. >> Okay. Still. >> All right >> I, you know, the NFL is a unique property that's designed for parody and is designed, I mean actively designed to not let Mr. Craft and Bill Belichick do what they do every year. I feel privileged as a Boston sports fan that in our worst years we're in the seventh playoff spot. And I have a lot of family in Chicago who would kill for that position, by the way. And you know, they're in perpetual rebuilding. And so look, and I think he, you know the way he's been able to manage the cap and the skill levels, I think we have a top five defense. There's different ways to win titles. And if I, you know, remember in Brady's last title with Boston, the defense won us that Super Bowl. >> Well thanks for weighing in on that because there's a lot of crazy talk going on. Like, 'Hey, if he doesn't beat Arizona, he's got to go.' I'm like, what? So, okay, I'm sometimes it takes a good good loyal fan who's maybe, you know, has >> The good news in Boston is we're emotional fans too so I understand you got to keep the long term long term in mind. And we're, we're in a privileged position in Boston. We've got Celtics, we've got Bruins we've got the Patriots right on the edge of the playoffs and we need the Red Sox to get to work. >> Yeah, no, you know they were last, last year so maybe they're going to win it all like they usually do. So >> Fingers crossed. >> Crazy worst to first. >> Exactly. Well you said, in Bill we trust it sounds like from our conversation in BJ we trust from the customers, the partners. >> I hope so. >> Thank you so much BJ, for coming back on theCUBE giving us the lay of the land, what's new, the voice of the customer and how Palo Alto was really differentiated in the market. We always appreciate your, coming on the show you >> Honor and privilege seeing you here. Thanks. >> You may be thinking that you were watching ESPN just now but you know, we call ourselves the ESPN at Tech News. This is Lisa Martin for Dave Vellante and our guest. You're watching theCUBE, the Leader and live emerging in enterprise tech coverage. (upbeat music)

Published Date : Dec 14 2022

SUMMARY :

brought to you by Palo Alto Networks. Alto Ignite 22 at the MGM Grant We called it the chowder great to have you back on theCUBE. It's awesome. hazard of losing the voice. You lose it when you come to Vegas. You had a keynote then, you had the revenge of the CFO and you know So the question I have for you is Yeah I, you know, I think of a big, you know, competitor of yours I don't have the people to operate 'em. Let chaos reign, and I was looking at some stats you know, is multifaceted. What you must have learned a lot And you know, it was interesting And you were there but you know, similar like laser focus there seemed to be some portfolio to go, you know, a lot of big, you know And, and so that's a different dynamic like the storage market did in and, you know, say, Hey And you know, we're the voice of the customer. Give us a view, what are you hearing And you know, the government, right? How can you help facilitate that alignment And you know, the world Everybody on their but at the same time understand you know, think about IOT Technologies. we can put wifi in there", you know Next thing you know, it's we need to have, you know but you know, there's no question got I saw that. but actually, you know, he was of all time wavered, you I'll give you my best. And if I, you know, remember good loyal fan who's maybe, you know, has so I understand you got Yeah, no, you know they worst to first. Well you coming on the show you Honor and privilege seeing you here. but you know, we call ourselves

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Wendi Whitmore, Palo Alto Networks | Palo Alto Networks Ignite22


 

>>The Cube presents Ignite 22, brought to you by Palo Alto Networks. >>Welcome back to Vegas. Guys. We're happy that you're here. Lisa Martin here covering with Dave Valante, Palo Alto Networks Ignite 22. We're at MGM Grand. This is our first day, Dave of two days of cube coverage. We've been having great conversations with the ecosystem with Palo Alto executives, with partners. One of the things that they have is unit 42. We're gonna be talking with them next about cyber intelligence. And the threat data that they get is >>Incredible. Yeah. They have all the data, they know what's going on, and of course things are changing. The state of play changes. Hold on a second. I got a text here. Oh, my Netflix account was frozen. Should I click on this link? Yeah. What do you think? Have you had a, it's, have you had a little bit more of that this holiday season? Yeah, definitely. >>Unbelievable, right? A lot of smishing going on. >>Yeah, they're very clever. >>Yeah, we're very pleased to welcome back one of our alumni to the queue. Wendy Whitmore is here, the SVP of Unit 42. Welcome back, Wendy. Great to have >>You. Thanks Lisa. So >>Unit 42 created back in 2014. One of the things that I saw that you said in your keynote this morning or today was everything old is still around and it's co, it's way more prolific than ever. What are some of the things that Unit 42 is seeing these days with, with respect to cyber threats as the landscape has changed so much the last two years alone? >>You know, it, it has. So it's really interesting. I've been responding to these breaches for over two decades now, and I can tell you that there are a lot of new and novel techniques. I love that you already highlighted Smishing, right? In the opening gate. Right. Because that is something that a year ago, no one knew what that word was. I mean, we, it's probably gonna be invented this year, right? But that said, so many of the tactics that we have previously seen, when it comes to just general espionage techniques, right? Data act filtration, intellectual property theft, those are going on now more than ever. And you're not hearing about them as much in the news because there are so many other things, right? We're under the landscape of a major war going on between Russia and Ukraine of ransomware attacks, you know, occurring on a weekly basis. And so we keep hearing about those, but ultimately these nations aid actors are using that top cover, if you will, as a great distraction. It's almost like a perfect storm for them to continue conducting so much cyber espionage work that like we may not be feeling that today, but years down the road, they're, the work that they're doing today is gonna have really significant impact. >>Ransomware has become a household word in the last couple of years. I think even my mom knows what it is, to some degree. Yeah. But the threat actors are far more sophisticated than they've ever written. They're very motivated. They're very well funded. I think I've read a stat recently in the last year that there's a ransomware attack once every 11 seconds. And of course we only hear about the big ones. But that is a concern that goes all the way up to the board. >>Yeah. You know, we have a stat in our ransomware threat report that talks about how often victims are posted on leak sites. And I think it's once every seven minutes at this point that a new victim is posted. Meaning a victim has had their data, a victim organization had their data stolen and posted on some leak site in the attempt to be extorted. So that has become so common. One of the shifts that we've seen this year in particular and in recent months, you know, a year ago when I was at Ignite, which was virtual, we talked about quadruple extortion, meaning four different ways that these ransomware actors would go out and try to make money from these attacks in what they're doing now is often going to just one, which is, I don't even wanna bother with encrypting your data now, because that means that in order to get paid, I probably have to decrypt it. Right? That's a lot of work. It's time consuming. It's kind of painstaking. And so what they've really looked to do now is do the extortion where they simply steal the data and then threaten to post it on these leak sites, you know, release it other parts of the web and, and go from there. And so that's really a blending of these techniques of traditional cyber espionage with intellectual property theft. Wow. >>How trustworthy are those guys in terms of, I mean, these are hackers, right? In terms of it's really the, the hacker honor system, isn't it? I mean, if you get compromised like that, you really beholden to criminals. And so, you >>Know, so that's one of the key reasons why having the threat intelligence is so important, right? Understanding which group that you're dealing with and what their likelihood of paying is, what's their modus operandi. It's become even more important now because these groups switch teams more frequently than NFL trades, you know, free agents during the regular season, right? Or players become free agents. And that's because their infrastructure. So the, you know, infrastructure, the servers, the systems that they're using to conduct these attacks from is actually largely being disrupted more from law enforcement, international intelligence agencies working together with public private partnerships. So what they're doing is saying, okay, great. All that infrastructure that I just had now is, is burned, right? It's no longer effective. So then they'll disband a team and then they'll recruit a new team and it's constant like mixing and matching in players. >>All that said, even though that's highly dynamic, one of the other areas that they pride themselves on is customer service. So, and I think it's interesting because, you know, when I said they're not wanting to like do all the decryption? Yeah. Cuz that's like painful techni technical slow work. But on the customer service side, they will create these customer service portals immediately stand one up, say, you know, hey it's, it's like an Amazon, you know, if you've ever had to return a package on Amazon for example, and you need to click through and like explain, you know, Hey, I didn't receive this package. A portal window pops up, you start talking to either a bot or a live agent on the backend. In this case they're hu what appeared to be very much humans who are explaining to you exactly what happened, what they're asking for, super pleasant, getting back within minutes of a response. And they know that in order for them to get paid, they need to have good customer service because otherwise they're not going to, you know, have a business. How, >>So what's the state of play look like from between nation states, criminals and how, how difficult or not so difficult is it for you to identify? Do you have clear signatures? My understanding in with Solar Winds it was a little harder, but maybe help us understand and help our audience understand what the state of play is right now. >>One of the interesting things that I think is occurring, and I highlighted this this morning, is this idea of convergence. And so I'll break it down for one example relates to the type of malware or tools that these attackers use. So traditionally, if we looked at a nation state actor like China or Russia, they were very, very specific and very strategic about the types of victims that they were going to go after when they had zero day. So, you know, new, new malware out there, new vulnerabilities that could be exploited only by them because the rest of the world didn't know about it. They might have one organization that they would target that at, at most, a handful and all very strategic for their objective. They wanted to keep that a secret as long as possible. Now what we're seeing actually is those same attackers going towards one, a much larger supply chain. >>So, so lorenzen is a great example of that. The Hafnia attacks towards Microsoft Exchange server last year. All great examples of that. But what they're also doing is instead of using zero days as much, or you know, because those are expensive to build, they take a lot of time, a lot of funding, a lot of patience and research. What they're doing is using commercially available tools. And so there's a tool that our team identified earlier this year called Brute Rael, C4 or BRC four for short. And that's a tool that we now know that nation state actors are using. But just two weeks ago we invested a ransomware attack where the ransomware actor was using that same piece of tooling. So to your point, yak can get difficult for defenders when you're looking through and saying, well wait, they're all using some of the same tools right now and some of the same approaches when it comes to nation states, that's great for them because they can blend into the noise and it makes it harder to identify as >>Quickly. And, and is that an example of living off the land or is that B BRC four sort of a homegrown hacker tool? Is it, is it a, is it a commercial >>Off the shelf? So it's a tool that was actually, so you can purchase it, I believe it's about 2,500 US dollars for a license. It was actually created by a former Red teamer from a couple well-known companies in the industry who then decided, well hey, I built this tool for work, I'm gonna sell this. Well great for Red teamers that are, you know, legitimately doing good work, but not great now because they're, they built a, a strong tool that has the ability to hide amongst a, a lot of protocols. It can actually hide within Slack and teams to where you can't even see the data is being exfiltrated. And so there's a lot of concern. And then now the reality that it gets into the wrong hands of nation state actors in ransomware actors, one of the really interesting things about that piece of malware is it has a setting where you can change wallpaper. And I don't know if you know offhand, you know what that means, but you know, if that comes to mind, what you would do with it. Well certainly a nation state actor is never gonna do something like that, right? But who likes to do that are ransomware actors who can go in and change the background wallpaper on a desktop that says you've been hacked by XYZ organization and let you know what's going on. So pretty interesting, obviously the developer doing some work there for different parts of the, you know, nefarious community. >>Tremendous amount of sophistication that's gone on the last couple of years alone. I was just reading that Unit 42 is now a founding member of the Cyber Threat Alliance includes now more than 35 organizations. So you guys are getting a very broad picture of today's threat landscape. How can customers actually achieve cyber resilience? Is it achievable and how do you help? >>So I, I think it is achievable. So let me kind of parse out the question, right. So the Cyber Threat Alliance, the J C D C, the Cyber Safety Review Board, which I'm a member of, right? I think one of the really cool things about Palo Alto Networks is just our partnerships. So those are just a handful. We've got partnerships with over 200 organizations. We work closely with the Ukrainian cert, for example, sharing information, incredible information about like what's going on in the war, sharing technical details. We do that with Interpol on a daily basis where, you know, we're sharing information. Just last week the Africa cyber surge operation was announced where millions of nodes were taken down that were part of these larger, you know, system of C2 channels that attackers are using to conduct exploits and attacks throughout the world. So super exciting in that regard and it's something that we're really passionate about at Palo Alto Networks in terms of resilience, a few things, you know, one is visibility, so really having a, an understanding of in a real, as much of real time as possible, right? What's happening. And then it goes into how you, how can we decrease operational impact. So that's everything from network segmentation to wanna add the terms and phrases I like to use a lot is the win is really increasing the time it takes for the attackers to get their work done and decreasing the amount of time it takes for the defenders to get their work done, right? >>Yeah. I I call it increasing the denominator, right? And the ROI equation benefit over or value, right? Equals equals or benefit equals value over cost if you can increase the cost to go go elsewhere, right? Absolutely. And that's the, that's the game. Yeah. You mentioned Ukraine before, what have we learned from Ukraine? I, I remember I was talking to Robert Gates years ago, 2016 I think, and I was asking him, yeah, but don't we have the best cyber technology? Can't we attack? He said, we got the most to lose too. Yeah. And so what have we learned from, from Ukraine? >>Well, I, I think that's part of the key point there, right? Is you know, a great offense essentially can also be for us, you know, deterrent. So in that aspect we have as an, as a company and or excuse me, as a country, as a company as well, but then as partners throughout all parts of the world have really focused on increasing the intelligence sharing and specifically, you know, I mentioned Ukrainian cert. There are so many different agencies and other sorts throughout the world that are doing everything they can to share information to help protect human life there. And so what we've really been concerned with, with is, you know, what cyber warfare elements are going to be used there, not only how does that impact Ukraine, but how does it potentially spread out to other parts of the world critical infrastructure. So you've seen that, you know, I mentioned CS rrb, but cisa, right? >>CISA has done a tremendous job of continuously getting out information and doing everything they can to make sure that we are collaborating at a commercial level. You know, we are sharing information and intelligence more than ever before. So partners like Mania and CrowdStrike, our Intel teams are working together on a daily basis to make sure that we're able to protect not only our clients, but certainly if we've got any information relevant that we can share that as well. And I think if there's any silver lining to an otherwise very awful situation, I think the fact that is has accelerated intelligence sharing is really positive. >>I was gonna ask you about this cause I think, you know, 10 or so years ago, there was a lot of talk about that, but the industry, you know, kind of kept things to themselves, you know, a a actually tried to monetize some of that private data. So that's changing is what I'm hearing from you >>More so than ever more, you know, I've, I mentioned I've been in the field for 20 years. You know, it, it's tough when you have a commercial business that relies on, you know, information to, in order to pay people's salaries, right? I think that has changed quite a lot. We see the benefit of just that continuous sharing. There are, you know, so many more walls broken down between these commercial competitors, but also the work on the public private partnership side has really increased some of those relationships. Made it easier. And you know, I have to give a whole lot of credit and mention sisa, like the fact that during log four J, like they had GitHub repositories, they were using Slack, they were using Twitter. So the government has really started pushing forward with a lot of the newer leadership that's in place to say, Hey, we're gonna use tools and technology that works to share and disseminate information as quickly as we can. Right? That's fantastic. That's helping everybody. >>We knew that every industry, no, nobody's spared of this. But did you notice in the last couple of years, any industries in particular that are more vulnerable? Like I think of healthcare with personal health information or financial services, any industries kind of jump out as being more susceptible than others? >>So I think those two are always gonna be at the forefront, right? Financial services and healthcare. But what's been really top of mind is critical infrastructure, just making sure right? That our water, our power, our fuel, so many other parts of right, the ecosystem that go into making sure that, you know, we're keeping, you know, houses heated during the winter, for example, that people have fresh water. Those are extremely critical. And so that is really a massive area of focus for the industry right now. >>Can I come back to public-private partnerships? My question is relates to regulations because the public policy tends to be behind tech, the technology industry as an understatement. So when you take something like GDPR is the obvious example, but there are many, many others, data sovereignty, you can't move the data. Are are, are, is there tension between your desire as our desire as an industry to share data and government's desire to keep data private and restrict that data sharing? How is that playing out? How do you resolve that? >>Well I think there have been great strides right in each of those areas. So in terms of regulation when it comes to breaches there, you know, has been a tendency in the past to do victim shaming, right? And for organizations to not want to come forward because they're concerned about the monetary funds, right? I think there's been tremendous acceleration. You're seeing that everywhere from the fbi, from cisa, to really working very closely with organizations to, to have a true impact. So one example would be a ransomware attack that occurred. This was for a client of ours within the United States and we had a very close relationship with the FBI at that local field office and made a phone call. This was 7:00 AM Eastern time. And this was an organization that had this breach gone public, would've made worldwide news. There would've been a very big impact because it would've taken a lot of their systems offline. >>Within the 30 minutes that local FBI office was on site said, we just saw this piece of malware last week, we have a decryptor for it from another organization who shared it with us. Here you go. And within 60 minutes, every system was back up and running. Our teams were able to respond and get that disseminated quickly. So efforts like that, I think the government has made a tremendous amount of headway into improving relationships. Is there always gonna be some tension between, you know, competing, you know, organizations? Sure. But I think that we're doing a whole lot to progress it, >>But governments will make exceptions in that case. Especially for something as critical as the example that you just gave and be able to, you know, do a reach around, if you will, on, on onerous regulations that, that ne aren't helpful in that situation, but certainly do a lot of good in terms of protecting privacy. >>Well, and I think there used to be exceptions made typically only for national security elements, right? And now you're seeing that expanding much more so, which I think is also positive. Right. >>Last question for you as we are wrapping up time here. What can organizations really do to stay ahead of the curve when it comes to, to threat actors? We've got internal external threats. What can they really do to just be ahead of that curve? Is that possible? >>Well, it is now, it's not an easy task so I'm not gonna, you know, trivialize it. But I think that one, having relationships with right organizations in advance always a good thing. That's a, everything from certainly a commercial relationships, but also your peers, right? There's all kinds of fantastic industry spec specific information sharing organizations. I think the biggest thing that impacts is having education across your executive team and testing regularly, right? Having a plan in place, testing it. And it's not just the security pieces of it, right? As security responders, we live these attacks every day, but it's making sure that your general counsel and your head of operations and your CEO knows what to do. Your board of directors, do they know what to do when they receive a phone call from Bloomberg, for example? Are they supposed supposed to answer? Do your employees know that those kind of communications in advance and training can be really critical and make or break a difference in an attack. >>That's a great point about the testing but also the communication that it really needs to be company wide. Everyone at every level needs to know how to react. Wendy, it's been so great having, >>Wait one last question. Sure. Do you have a favorite superhero growing up? >>Ooh, it's gotta be Wonder Woman. Yeah, >>Yeah, okay. Yeah, so cuz I'm always curious, there's not a lot of women in, in security in cyber. How'd you get into it? And many cyber pros like wanna save the world? >>Yeah, no, that's a great question. So I joined the Air Force, you know, I, I was a special agent doing computer crime investigations and that was a great job. And I learned about that from, we had an alumni day and all these alumni came in from the university and they were in flight suits and combat gear. And there was one woman who had long blonde flowing hair and a black suit and high heels and she was carrying a gun. What did she do? Because that's what I wanted do. >>Awesome. Love it. We >>Blonde >>Wonder Woman. >>Exactly. Wonder Woman. Wendy, it's been so great having you on the program. We, we will definitely be following unit 42 and all the great stuff that you guys are doing. Keep up the good >>Work. Thanks so much Lisa. Thank >>You. Day our pleasure. For our guest and Dave Valante, I'm Lisa Martin, live in Las Vegas at MGM Grand for Palo Alto Ignite, 22. You're watching the Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 14 2022

SUMMARY :

The Cube presents Ignite 22, brought to you by Palo Alto One of the things that they have is unit Have you had a, it's, have you had a little bit more of that this holiday season? A lot of smishing going on. Wendy Whitmore is here, the SVP One of the things that I saw that you said in your keynote this morning or I love that you already highlighted Smishing, And of course we only hear about the big ones. the data and then threaten to post it on these leak sites, you know, I mean, if you get compromised like that, you really So the, you know, infrastructure, the servers, the systems that they're using to conduct these attacks from immediately stand one up, say, you know, hey it's, it's like an Amazon, you know, if you've ever had to return a or not so difficult is it for you to identify? One of the interesting things that I think is occurring, and I highlighted this this morning, days as much, or you know, because those are expensive to build, And, and is that an example of living off the land or is that B BRC four sort of a homegrown for Red teamers that are, you know, legitimately doing good work, but not great So you guys are getting a very broad picture of today's threat landscape. at Palo Alto Networks in terms of resilience, a few things, you know, can increase the cost to go go elsewhere, right? And so what we've really been concerned with, with is, you know, And I think if there's any silver lining to an otherwise very awful situation, I was gonna ask you about this cause I think, you know, 10 or so years ago, there was a lot of talk about that, but the industry, And you know, I have to give a whole lot of credit and mention sisa, like the fact that during log four But did you notice in the last couple of years, making sure that, you know, we're keeping, you know, houses heated during the winter, is the obvious example, but there are many, many others, data sovereignty, you can't move the data. of regulation when it comes to breaches there, you know, has been a tendency in the past to Is there always gonna be some tension between, you know, competing, you know, Especially for something as critical as the example that you just And now you're seeing that expanding much more so, which I think is also positive. Last question for you as we are wrapping up time here. Well, it is now, it's not an easy task so I'm not gonna, you know, That's a great point about the testing but also the communication that it really needs to be company wide. Wait one last question. Yeah, How'd you get into it? So I joined the Air Force, you know, I, I was a special agent doing computer We Wendy, it's been so great having you on the program. For our guest and Dave Valante, I'm Lisa Martin, live in Las Vegas at MGM

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Nikesh Arora, Palo Alto Networks | Palo Alto Networks Ignite22


 

Upbeat music plays >> Voice Over: TheCUBE presents Ignite 22, brought to you by Palo Alto Networks. >> Good morning everyone. Welcome to theCUBE. Lisa Martin here with Dave Vellante. We are live at Palo Alto Networks Ignite. This is the 10th annual Ignite. There's about 3,000 people here, excited to really see where this powerhouse organization is taking security. Dave, it's great to be here. Our first time covering Ignite. People are ready to be back. They.. and security is top. It's a board level conversation. >> It is the other Ignite, I like to call it cuz of course there's another big company has a conference name Ignite, so I'm really excited to be here. Palo Alto Networks, a company we've covered for a number of years, as we just wrote in our recent breaking analysis, we've called them the gold standard but it's not just our opinion, we've backed it up with data. The company's on track. We think to do close to 7 billion in revenue by 2023. That's double it's 2020 revenue. You can measure it with execution, market cap M and A prowess. I'm super excited to have the CEO here. >> We have the CEO here, Nikesh Arora joins us from Palo Alto Networks. Nikesh, great to have you on theCube. Thank you for joining us. >> Well thank you very much for having me Lisa and Dave >> Lisa: It was great to see your keynote this morning. You said that, you know fundamentally security is a data problem. Well these days every company has to be a data company. Grocery stores, gas stations, car dealers. How is Palo Alto networks making customers, these data companies, more secure? >> Well Lisa, you know, (coughs) I've only done cybersecurity for about four, four and a half years so when I came to the industry I was amazed to see how security is so reactive as opposed to proactive. We should be able to stop bad threats, right? as they're happening. But I think a lot of threats get through because we don't have the right infrastructure and the right tooling and right products in there. So I think we've been working hard for the last four and a half years to turn it around so we can have consistent data flow across an enterprise and then mine that data for threats and anomalous behavior and try and protect our customers. >> You know the problem, I wrote this, this weekend, the problem in cybersecurity is well understood, you put up that Optiv graph and it's like 8,000 companies >> Yes >> and I think you mentioned your keynote on average, you know 30 to 40 tools, maybe 50, at least 20, >> Yes. >> from the folks that I talked to. So, okay, great, but actually solving that problem is not trivial. To be a consolidator, I mean, everybody wants to consolidate tools. So in your three to four years and security as you well know, it's, you can't fake security. It's a really, really challenging topic. So when you joined Palo Alto Networks and you heard that strategy, I know you guys have been thinking about this for some time, what did you see as the challenges to actually executing on that and how is it that you've been able to sort of get through that knot hole. >> So Dave, you know, it's interesting if you look at the history of cybersecurity, I call them the flavor of the decade, a flare, you know a new threat vector gets created, very large market gets created, a solution comes through, people flock, you get four or five companies will chase that opportunity, and then they become leaders in that space whether it's firewalls or endpoints or identity. And then people stick to their swim lane. The problem is that's a very product centric approach to security. It's not a customer-centric approach. The customer wants a more secure enterprise. They don't want to solve 20 different solutions.. problems with 20 different point solutions. But that's kind of how the industry's grown up, and it's been impossible for a large security company in one category, to actually have a substantive presence in the next category. Now what we've been able to do in the last four and a half years is, you know, from our firewall base we had resources, we had intellectual capability from a security perspective and we had cash. So we used that to pay off our technical debt. We acquired a bunch of companies, we created capability. In the last three years, four years we've created three incremental businesses which are all on track to hit a billion dollars the next 12 to 18 months. >> Yeah, so it's interesting on Twitter last night we had a little conversation about acquirers and who was a good, who was not so good. It was, there was Oracle, they came up actually very high, they'd done pretty, pretty good Job, VMware was on the list, IBM, Cisco, ServiceNow. And if you look at IBM and Cisco's strategy, they tend to be very services heavy, >> Mm >> right? How is it that you have been able to, you mentioned get rid of your technical debt, you invested in that. I wonder if you could, was it the, the Cloud, even though a lot of the Cloud was your own Cloud, was that a difference in terms of your ability to integrate? Because so many companies have tried it in the past. Oracle I think has done a good job, but it took 'em 10 to 12 years, you know, to, to get there. What was the sort of secret sauce? Is it culture, is it just great engineering? >> Dave it's a.. thank you for that. I think, look, it's, it's a mix of everything. First and foremost, you know, there are certain categories we didn't play in so there was nothing to integrate. We built a capability in a category in automation. We didn't have a product, we acquired a company. It's a net new capability in instant response. We didn't have a capability. It was net new capability. So there was, there was, other than integrating culturally and into the organization into our core to market processes there was no technical integration needed. Most of our technical integration was needed in our Cloud platform, which we bought five or six companies, we integrated then we just bought one recently called cyber security as well, which is going to get integrated in the Cloud platform. >> Dave: Yeah. >> And the thing is like, the Cloud platform is net new in the industry. We.. nobody's created a Cloud security platform yet, so we're working hard to create it because we don't want to replicate the mistakes of the past, that were made in enterprise security, in Cloud security. So it's a combination of cultural integration it's a combination of technical integration. The two things we do differently I think, than most people in the industry is look, we have no pride of, you know of innovations. Like, if somebody else has done it, we respect it and we'll acquire it, but we always want to acquire number one or number two in their category. I don't want number three or four. There's three or four for a reason and there still leaves one or two out there to compete with. So we've always acquired one or two, one. And the second thing, which is as important is most of these companies are in the early stage of development. So it's very important for the founding team to be around. So we spend a lot of time making sure they stick around. We actually make our people work for them. My principle is, listen, if they beat us in the open market with all our resources and our people, then they deserve to run this as opposed to us. So most of our new product categories are run by founders of companies required. >> So a little bit of Jack Welch, a little bit of Franks Lubens is a, you know always deference to the founders. But go ahead Lisa. >> Speaking of cultural transformation, you were mentioning your keynote this morning, there's been a significant workforce transformation at Palo Alto Networks. >> Yeah >> Talk a little bit about that, cause that's a big challenge, for many organizations to achieve. Sounds like you've done it pretty well. >> Well you know, my old boss, Eric Schmidt, used to say, 'revenue solves all known problems'. Which kind of, you know, it is a part joking, part true, but you know as Dave mentioned, we've doubled or two and a half time the revenues in the last four and a half years. That allows you to grow, that allows you to increase headcount. So we've gone from four and a half thousand people to 14,000 people. Good news is that's 9,500 people are net new to the company. So you can hire a whole new set of people who have new skills, new capabilities and there's some attrition four and a half thousand, some part of that turns over in four and a half years, so we effectively have 80% net new people, and the people we have, who are there from before, are amazing because they've built a phenomenal firewall business. So it's kind of been right sized across the board. It's very hard to do this if you're not growing. So you got to focus on growing. >> Dave: It's like winning in sports. So speaking of firewalls, I got to ask you does self-driving cars need brakes? So if I got a shout out to my friend Zeus Cararvela so like that's his line about why you need firewalls, right? >> Nikesh: Yes. >> I mean you mentioned it in your keynote today. You said it's the number one question that you get. >> and I don't get it why P industry observers don't go back and say that's, this is ridiculous. The network traffic is doubling or tripling. (clears throat) In fact, I gave an interesting example. We shut down our data centers, as I said, we are all on Google Cloud and Amazon Cloud and then, you know our internal team comes in, we'd want a bigger firewall. I'm like, why do you want a bigger firewall? We shut down our data centers as well. The traffic coming in and out of our campus is doubled. We need a bigger firewall. So you still need a firewall even if you're in the Cloud. >> So I'm going to come back to >> Nikesh: (coughs) >> the M and A strategy. My question is, can you be both best of breed and develop a comprehensive suite number.. part one and part one A of that is do you even have to, because generally sweets win out over best of breed. But what, how do you, how do you respond? >> Well, you know, this is this age old debate and people get trapped in that, I think in my mind, and let me try and expand the analogy which I tried to do up in my keynote. You know, let's assume that Oracle, Microsoft, Dynamics and Salesforce did not exist, okay? And you were running a large company of 50,000 people and your job was to manage the customer process which easier to understand than security. And I said, okay, guess what? I have a quoting system and a lead system but the lead system doesn't talk to my coding system. So I get leads, but I don't know who those customers. And I write codes for a whole new set of customers and I have a customer database. Then when they come as purchase orders, I have a new database with all the customers who've bought something from me, and then when I go get them licensing I have a new database and when I go have customer support, I have a fifth database and there are customers in all five databases. You'll say Nikesh you're crazy, you should have one customer database, otherwise you're never going to be able to make this work. But security is the same problem. >> Dave: Mm I should.. I need consistency in data from suit to nuts. If it's in Cloud, if you're writing code, I need to understand the security flaws before they go into deployment, before they go into production. We for somehow ridiculously have bought security like IT. Now the difference between IT and security is, IT is required to talk to each other, so a Dell server and HP server work very similarly but a Palo Alto firewall and a Checkpoint firewall Fortnight firewall work formally differently. And then how that transitions into endpoints is a whole different ball game. So you need consistency in data, as Lisa was saying earlier, it's a data problem. You need consistency as you traverse to the enterprise. And that's why that's the number one need. Now, when you say best of breed, (coughs) best of breed, if it's fine, if it's a specific problem that you're trying to solve. But if you're trying to make sure that's the data flow that happens, you need both best of breed, you know, technology that stops things and need integration on data. So what we are trying to do is we're trying to give people best to breed solutions in the categories they want because otherwise they won't buy us. But we're also trying to make sure we stitch the data. >> But that definition of best of breed is a little bit of nuance than different in security is what I'm hearing because that consistency >> Nikesh: (coughs) Yes, >> across products. What about across Cloud? You mentioned Google and Amazon. >> Yeah so that's great question. >> Dave: Are you building the security super Cloud, I call it, above the Cloud? >> It's, it's not, it's, less so a super Cloud, It's more like Switzerland and I used to work at Google for 10 years, not a secret. And we used to sell advertising and we decided to go into pub into display ads or publishing, right. Now we had no publishing platform so we had to be good at everybody else's publishing platform >> Dave: Mm >> but we never were able to search ads for everybody else because we only focus on our own platform. So part of it is when the Cloud guys they're busy solving security for their Cloud. Google is not doing anything about Amazon Cloud or Microsoft Cloud, Microsoft's Azure, right? AWS is not doing anything about Google Cloud or Azure. So what we do is we don't have a Cloud. Our job in providing Cloud securities, be Switzerland make sure it works consistently across every Cloud. Now if you try to replicate what we offer Prisma Cloud, by using AWS, Azure and GCP, you'd have to first of all, have three panes of glass for all three of them. But even within them they have four panes of glass for the capabilities we offer. So you could end up with 12 different interfaces to manage a development process, we give you one. Now you tell me which is better. >> Dave: Sounds like a super Cloud to me Lisa (laughing) >> He's big on super Cloud >> Uber Cloud, there you >> Hey I like that, Uber Cloud. Well, so I want to understand Nikesh, what's realistic. You mentioned in your keynote Dave, brought it up that the average organization has 30 to 50 tools, security tools. >> Nikesh: Yes, yes >> On their network. What is realistic for from a consolidation perspective where Palo Alto can come in and say, let me make this consistent and simple for you. >> Well, I'll give you your own example, right? (clears throat) We're probably sub 10 substantively, right? There may be small things here and there we do. But on a substantive protecting the enterprise perspective you be should be down to eight or 10 vendors, and that is not perfect but it's a lot better than 50, >> Lisa: Right? >> because don't forget 50 tools means you have to have capability to understand what those 50 tools are doing. You have to have the capability to upgrade them on a constant basis, learn about their new capabilities. And I just can't imagine why customers have two sets of firewalls right. Now you got to learn both the files on how to deploy both them. That's silly because that's why we need 7 million more people. You need people to understand, so all these tools, who work for companies. If you had less tools, we need less people. >> Do you think, you know I wrote about this as well, that the security industry is anomalous and that the leader has, you know, single digit, low single digit >> Yes >> market shares. Do you think that you can change that? >> Well, you know, when I started that was exactly the observation I had Dave, which you highlighted in your article. We were the largest by revenue, by small margin. And we were one and half percent of the industry. Now we're closer to three, three to four percent and we're still at, you know, like you said, going to be around $7 billion. So I see a path for us to double from here and then double from there, and hopefully as we keep doubling and some point in time, you know, I'd like to get to double digits to start with. >> One of the things that I think has to happen is this has to grow dramatically, the ecosystem. I wonder if you could talk about the ecosystem and your strategy there. >> Well, you know, it's a matter of perspective. I think we have to get more penetrated in our largest customers. So we have, you know, 1800 of the top 2000 customers in the world are Palo Alto customers. But we're not fully penetrated with all our capabilities and the same customers set, so yes the ecosystem needs to grow, but the pandemic has taught us the ecosystem can grow wherever they are without having to come to Vegas. Which I don't think is a bad thing to be honest. So the ecosystem is growing. You are seeing new players come to the ecosystem. Five years ago you didn't see a lot of systems integrators and security. You didn't see security offshoots of telecom companies. You didn't see the Optivs, the WWTs, the (indistinct) of the world (coughs) make a concerted shift towards consolidation or services and all that is happening >> Dave: Mm >> as we speak today in the audience you will find people from Google, Amazon Microsoft are sitting in the audience. People from telecom companies are sitting in the audience. These people weren't there five years ago. So you are seeing >> Dave: Mm >> the ecosystem's adapting. They're, they want to be front and center of solving the customer's problem around security and they want to consolidate capability, they need. They don't want to go work with a hundred vendors because you know, it's like, it's hard. >> And the global system integrators are key. I always say they like to eat at the trough and there's a lot of money in security. >> Yes. >> Dave: (laughs) >> Well speaking of the ecosystem, you had Thomas Curry and Google Cloud CEO in your fireside chat in the keynote. Talk a little bit about how Google Cloud plus Palo Alto Networks, the Zero Trust Partnership and what it's enable customers to achieve. >> Lisa, that's a great question. (clears his throat) Thank you for bringing it up. Look, you know the, one of the most fundamental shifts that is happening is obviously the shift to the Cloud. Now when that shift fully, sort of, takes shape you will realize if your network has changed and you're delivering everything to the Cloud you need to go figure out how to bring the traffic to the Cloud. You don't have to bring it back to your data center you can bring it straight to the Cloud. So in that context, you know we use Google Cloud and Amazon Cloud, to be able to carry our traffic. We're going from a product company to a services company in addition, right? Cuz when we go from firewalls to SASE we're not carrying your traffic. When we carry our traffic, we need to make sure we have underlying capability which is world class. We think GCP and AWS and Azure run some of the biggest and best networks in the world. So our partnership with Google is such that we use their public Cloud, we sit on top of their Cloud, they give us increased enhanced functionality so that our customers SASE traffic gets delivered in priority anywhere in the world. They give us tooling to make sure that there's high reliability. So you know, we partner, they have Beyond Corp which is their version of Zero Trust which allows you to take unmanaged devices with browsers. We have SASE, which allows you to have managed devices. So the combination gives our collective customers the ability for Zero Trust. >> Do you feel like there has to be more collaboration within the ecosystem, the security, you know, landscape even amongst competitors? I mean I think about Google acquires Mandiant. You guys have Unit 42. Should and will, like, Wendy Whitmore and maybe they already are, Kevin Mandia talk more and share more data. If security's a data problem is all this data >> Nikesh: Yeah look I think the industry shares threat data, both in private organizations as well as public and private context, so that's not a problem. You know the challenge with too much collaboration in security is you never know. Like you know, the moment you start sharing your stuff at third parties, you go out of Secure Zone. >> Lisa: Mm >> Our biggest challenge is, you know, I can't trust a third party competitor partner product. I have to treat it with as much suspicion as anything else out there because the only way I can deliver Zero Trust is to not trust anything. So collaboration in Zero Trust are a bit of odds with each other. >> Sounds like another problem you can solve >> (laughs) >> Nikesh last question for you. >> Yes >> Favorite customer or example that you think really articulates the value of what Palo Alto was delivering? >> Look you know, it's a great question, Lisa. I had this seminal conversation with a customer and I explained all those things we were talking about and the customer said to me, great, okay so what do I need to do? I said, fun, you got to trust me because you know, we are on a journey, because in the past, customers have had to take the onus on themselves of integrating everything because they weren't sure a small startup will be independent, be bought by another cybersecurity company or a large cybersecurity company won't get gobbled up and split into pieces by private equity because every one of the cybersecurity companies have had a shelf life. So you know, our aspiration is to be the evergreen cybersecurity company. We will always be around and we will always tackle innovation and be on the front line. So the customer understood what we're doing. Over the last three years we've been working on a transformation journey with them. We're trying to bring them, or we have brought them along the path of Zero Trust and we're trying to work with them to deliver this notion of reducing their meantime to remediate from days to minutes. Now that's an outcome based approach that's a partnership based approach and we'd like, love to have more and more customers of that kind. I think we weren't ready to be honest as a company four and a half years ago, but I think today we're ready. Hence my keynote was called The Perfect Storm. I think we're at the right time in the industry with the right capabilities and the right ecosystem to be able to deliver what the industry needs. >> The perfect storm, partners, customers, investors, employees. Nikesh, it's been such a pleasure having you on theCUBE. Thank you for coming to talk to Dave and me right after your keynote. We appreciate that and we look forward to two days of great coverage from your executives, your customers, and your partners. Thank you. >> Well, thank you for having me, Lisa and Dave and thank you >> Dave: Pleasure >> for what you guys do for our industry. >> Our pleasure. For Nikesh Arora and Dave Vellante, I'm Lisa Martin, you're watching theCUBE live at MGM Grand Hotel in Las Vegas, Palo Alto Ignite 22. Stick around Dave and I will be joined by our next guest in just a minute. (cheerful music plays out)

Published Date : Dec 13 2022

SUMMARY :

brought to you by Palo Alto Networks. Dave, it's great to be here. I like to call it cuz Nikesh, great to have you on theCube. You said that, you know and the right tooling and and you heard that strategy, So Dave, you know, it's interesting And if you look at IBM How is it that you have been able to, First and foremost, you know, of, you know of innovations. Lubens is a, you know you were mentioning your for many organizations to achieve. and the people we have, So speaking of firewalls, I got to ask you I mean you mentioned and then, you know our that is do you even have to, Well, you know, this So you need consistency in data, and Amazon. so that's great question. and we decided to go process, we give you one. that the average organization and simple for you. Well, I'll give you You have to have the Do you think that you can change that? and some point in time, you know, I wonder if you could So we have, you know, 1800 in the audience you will find because you know, it's like, it's hard. And the global system and Google Cloud CEO in your So in that context, you security, you know, landscape Like you know, the moment I have to treat it with as much suspicion for you. and the customer said to me, great, okay Thank you for coming Arora and Dave Vellante,

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Day 1 Keynote Analysis | Palo Alto Networks Ignite22


 

>> Narrator: "TheCUBE" presents Ignite 22. Brought to you by Palo Alto Networks. >> Hey everyone. Welcome back to "TheCUBE's" live coverage of Palo Alto Network's Ignite 22 from the MGM Grand in beautiful Las Vegas. I am Lisa Martin here with Dave Vellante. Dave, we just had a great conversa- First of all, we got to hear the keynote, most of it. We also just had a great conversation with the CEO and chairman of Palo Alto Networks, Nikesh Arora. You know, this is a company that was founded back in 2005, he's been there four years, a lot has happened. A lot of growth, a lot of momentum in his tenure. You were saying in your breaking analysis, that they are on track to nearly double revenues from FY 20 to 23. Lots of momentum in this cloud security company. >> Yeah, I'd never met him before. I mean, I've been following a little bit. It's interesting, he came in as, sort of, a security outsider. You know, he joked today that he, the host, I forget the guy's name on the stage, what was his name? Hassan. Hassan, he said "He's the only guy in the room that knows less about security than I do." Because, normally, this is an industry that's steeped in deep expertise. He came in and I think is given a good compliment to the hardcore techies at Palo Alto Network. The company, it's really interesting. The company started out building their own data centers, they called it. Now they look back and call it cloud, but it was their own data centers, kind of like Salesforce did, it's kind of like ServiceNow. Because at the time, you really couldn't do it in the public cloud. The public cloud was a little too unknown. And so they needed that type of control. But Palo Alto's been amazing story since 2020, we wrote about this during the pandemic. So what they did, is they began to pivot to the the true cloud native public cloud, which is kind of immature still. They don't tell you that, but it's kind of still a little bit immature, but it's working. And when they were pivoting, it was around the same time, at Fortinet, who's a competitor there's like, I call 'em a poor man's Palo Alto, and Fortinet probably hates that, but it's kind of true. It's like a value play on a comprehensive platform, and you know Fortinet a little bit. And so, but what was happening is Fortinet was executing on its cloud strategy better than Palo Alto. And there was a real divergence in the valuations of these stocks. And we said at the time, we felt like Palo Alto, being the gold standard, would get through it. And they did. And what's happened is interesting, I wrote about this two weeks ago. If you go back to the pandemic, peak of the pandemic, or just before the peak, kind of in that tech bubble, if you will. Splunk's down 44% from that peak, Okta's down, sorry, not down 44%. 44% of the peak. Okta's 22% of their peak. CrowdStrike, 41%, Zscaler, 36%, Fortinet, 71%. Not so bad. Palo Altos maintained 93% of its peak value, right? So it's a combination of two things. One is, they didn't run up as much during the pandemic, and they're executing through their cloud strategy. And that's provided a sort of softer landing. And I think it's going to be interesting to see where they go from here. And you heard Nikesh, we're going to double, and then double again. So that's 7 billion, 14 billion, heading to 30 billion. >> Lisa: Yeah, yeah. He also talked about one of the things that he's done in his tenure here, as really a workforce transformation. And we talk all the time, it's not just technology and processes, it's people. They've also seemed to have done a pretty good job from a cultural transformation perspective, which is benefiting their customers. And they're also growing- The ecosystem, we talked a little bit about the ecosystem with Nikesh. We've got Google Cloud on, we've got AWS on the program today alone, talking about the partnerships. The ecosystem is expanding, as well. >> Have you ever met Nir Zuk? >> I have not, not yet. >> He's the founder and CTO. I haven't, we've never been on "theCUBE." He was supposed to come on one day down in New York City. Stu and I were going to interview him, and he cut out of the conference early, so we didn't interview him. But he's a very opinionated dude. And you're going to see, he's basically going to come on, and I mean, I hope he is as opinionated on "TheCUBE," but he'll talk about how the industry has screwed it up. And Nikesh sort of talked about that, it's a shiny new toy strategy. Oh, there's another one, here's another one. It's the best in that category. Okay, let's get, and that's how we've gotten to this point. I always use that Optive graphic, which shows the taxonomy, and shows hundreds and hundreds of suppliers in the industry. And again, it's true. Customers have 20, 30, sometimes 40 different tool sets. And so now it's going to be interesting to see. So I guess my point is, it starts at the top. The founder, he's an outspoken, smart, tough Israeli, who's like, "We're going to take this on." We're not afraid to be ambitious. And so, so to your point about people and the culture, it starts there. >> Absolutely. You know, one of the things that you've written about in your breaking analysis over the weekend, Nikesh talked about it, they want to be the consolidator. You see this as they're building out the security supercloud. Talk to me about that. What do you think? What is a security supercloud in your opinion? >> Yeah, so let me start with the consolidator. So Palo Alto obviously is executing on that strategy. CrowdStrike as well, wants to be a consolidator. I would say Zscaler wants to be a consolidator. I would say that Microsoft wants to be a consolidator, so does Cisco. So they're all coming at it from different angles. Cisco coming at it from network security, which is Palo Alto's wheelhouse, with their next gen firewalls, network security. What Palo Alto did was interesting, was they started out with kind of a hardware based firewall, but they didn't try to shove everything into it. They put the other function in there, their cloud. Zscaler. Zscaler is the one running around saying you don't need firewalls anymore. Just run everything through our cloud, our security cloud. I would think that as Zscaler expands its TAM, it's going to start to acquire, and do similar types of things. We'll see how that integrates. CrowdStrike is clearly executing on a similar portfolio strategy, but they're coming at it from endpoint, okay? They have to partner for network security. Cisco is this big and legacy, but they've done a really good job of acquiring and using services to hide some of that complexity. Microsoft is, you know, they probably hate me saying this, but it's the just good enough strategy. And that may have hurt CrowdStrike last quarter, because the SMB was a soft, we'll see. But to specifically answer your question, the opportunity, we think, is to build the security supercloud. What does that mean? That means to have a common security platform across all clouds. So irrespective of whether you're running an Amazon, whether you're running an on-prem, Google, or Azure, the security policies, and the edicts, and the way you secure your enterprise, look the same. There's a PaaS layer, super PaaS layer for developers, so that that the developers can secure their code in a common framework across cloud. So that essentially, Nikesh sort of balked at it, said, "No, no, no, we're not, we're not really building a super cloud." But essentially they kind of are headed in that direction, I think. Although, what I don't know, like CrowdStrike and Microsoft are big competitors. He mentioned AWS and Google. We run on AWS, Google, and in their own data centers. That sounds like they don't currently run a Microsoft. 'Cause Microsoft is much more competitive with the security ecosystem. They got Identity, so they compete with Okta. They got Endpoint, so they compete with CrowdStrike, and Palo Alto. So Microsoft's at war with everybody. So can you build a super cloud on top of the clouds, the hyperscalers, and not do Microsoft? I would say no. >> Right. >> But there's nothing stopping Palo Alto from running in the Microsoft cloud. I don't know if that's a strategy, we should ask them. >> Yeah. They've done a great job in our last few minutes, of really expanding their TAM in the last few years, particularly under Nikesh's leadership. What are some of the things that you heard this morning that you think, really they've done a great job of expanding that TAM. He talked a little bit about, I didn't write the number down, but he talked a little bit about the market opportunity there. What do you see them doing as being best of breed for organizations that have 30 to 50 tools and need to consolidate that? >> Well the market opportunity's enormous. >> Lisa: It is. >> I mean, we're talking about, well north of a hundred billion dollars, I mean 150, 180, depending on whose numerator you use. Gartner, IDC. Dave's, whatever, it's big. Okay, and they've got... Okay, they're headed towards 7 billion out of 180 billion, whatever, again, number you use. So they started with network security, they put most of the network function in the cloud. They moved to Endpoint, Sassy for the edge. They've done acquisitions, the Cortex acquisition, to really bring automated threat intelligence. They just bought Cider Security, which is sort of the shift left, code security, developer, assistance, if you will. That whole shift left, protect right. And so I think a lot of opportunities to continue to acquire best of breed. I liked what Nikesh said. Keep the founders on board, sell them on the mission. Let them help with that integration and putting forth the cultural aspects. And then, sort of, integrate in. So big opportunities, do they get into Endpoint and compete with Okta? I think Okta's probably the one sort of outlier. They want to be the consolidator of identity, right? And they'll probably partner with Okta, just like Okta partners with CrowdStrike. So I think that's part of the challenge of being the consolidator. You're probably not going to be the consolidator for everything, but maybe someday you'll see some kind of mega merger of these companies. CrowdStrike and Okta, or Palo Alto and Okta, or to take on Microsoft, which would be kind of cool to watch. >> That would be. We have a great lineup, Dave. Today and tomorrow, full days, two full days of cube coverage. You mentioned Nir Zuk, we already had the CEO on, founder and CTO. We've got the chief product officer coming on next. We've got chief transformation officer of customers, partners. We're going to have great conversations, and really understand how this organization is helping customers ultimately achieve their SecOps transformation, their digital transformation. And really moved the needle forward to becoming secure data companies. So I'm looking forward to the next two days. >> Yeah, and Wendy Whitmore is coming on. She heads Unit 42, which is, from what I could tell, it's pretty much the competitor to Mandiant, which Google just bought. We had Kevin Mandia on at September at the CrowdStrike event. So that's interesting. That's who I was poking Nikesh a little bit on industry collaboration. You're tight with Google, and then he had an interesting answer. He said "Hey, you start sharing data, you don't know where it's going to go." I think Snowflake could help with that problem, actually. >> Interesting. >> Yeah, little Snowflake and some of the announcements ar Reinvent with the data clean rooms. Data sharing, you know, trusted data. That's one of the other things we didn't talk about, is the real tension in between security and regulation. So the regulators in public policy saying you can't move the data out of the country. And you have to prove to me that you have a chain of custody. That when you say you deleted something, you have to show me that you not only deleted the file, then the data, but also the metadata. That's a really hard problem. So to my point, something that Palo Alto might be able to solve. >> It might be. It'll be an interesting conversation with Unit 42. And like we said, we have a great lineup of guests today and tomorrow with you, so stick around. Lisa Martin and Dave Vellante are covering Palo Alto Networks Ignite 22 for you. We look forward to seeing you in our next segment. Stick around. (light music)

Published Date : Dec 13 2022

SUMMARY :

Brought to you by Palo Alto Networks. from the MGM Grand in beautiful Las Vegas. Because at the time, you about the ecosystem with Nikesh. and he cut out of the conference early, You know, one of the things and the way you secure your from running in the Microsoft cloud. What are some of the things of being the consolidator. And really moved the needle forward it's pretty much the and some of the announcements We look forward to seeing

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Breaking Analysis: How Palo Alto Networks Became the Gold Standard of Cybersecurity


 

>> From "theCube" Studios in Palo Alto in Boston bringing you data-driven insights from "theCube" and ETR. This is "Breaking Analysis" with Dave Vellante. >> As an independent pure play company, Palo Alto Networks has earned its status as the leader in security. You can measure this in a variety of ways. Revenue, market cap, execution, ethos, and most importantly, conversations with customers generally. In CISO specifically, who consistently affirm this position. The company's on track to double its revenues in fiscal year 23 relative to fiscal year 2020. Despite macro headwinds, which are likely to carry through next year, Palo Alto owes its position to a clarity of vision and strong execution on a TAM expansion strategy through acquisitions and integration into its cloud and SaaS offerings. Hello and welcome to this week's "Wikibon Cube Insights" powered by ETR and this breaking analysis and ahead of Palo Alto Ignite the company's user conference, we bring you the next chapter on top of the last week's cybersecurity update. We're going to dig into the ETR data on Palo Alto Networks as we promised and provide a glimpse of what we're going to look for at "Ignite" and posit what Palo Alto needs to do to stay on top of the hill. Now, the challenges for cybersecurity professionals. Dead simple to understand. Solving it, not so much. This is a taxonomic eye test, if you will, from Optiv. It's one of our favorite artifacts to make the point the cybersecurity landscape is a mosaic of stovepipes. Security professionals have to work with dozens of tools many legacy combined with shiny new toys to try and keep up with the relentless pace of innovation catalyzed by the incredibly capable well-funded and motivated adversaries. Cybersecurity is an anomalous market in that the leaders have low single digit market shares. Think about that. Cisco at one point held 60% market share in the networking business and it's still deep into the 40s. Oracle captures around 30% of database market revenue. EMC and storage at its peak had more than 30% of that market. Even Dell's PC market shares, you know, in the mid 20s or even over that from a revenue standpoint. So cybersecurity from a market share standpoint is even more fragmented perhaps than the software industry. Okay, you get the point. So despite its position as the number one player Palo Alto might have maybe three maybe 4% of the total market, depending on what you use as your denominator, but just a tiny slice. So how is it that we can sit here and declare Palo Alto as the undisputed leader? Well, we probably wouldn't go that far. They probably have quite a bit of competition. But this CISO from a recent ETR round table discussion with our friend Eric Bradley, summed up Palo Alto's allure. We thought pretty well. The question was why Palo Alto Networks? Here's the answer. Because of its completeness as a platform, its ability to integrate with its own products or they acquire, integrate then rebrand them as their own. We've looked at other vendors we just didn't think they were as mature and we already had implemented some of the Palo Alto tools like the firewalls and stuff and we thought why not go holistically with the vendor a single throat to choke, if you will, if stuff goes wrong. And I think that was probably the primary driver and familiarity with the tools and the resources that they provided. Now here's another stat from ETR's Eric Bradley. He gave us a glimpse of the January survey that's in the field now. The percent of IT buyers stating that they plan to consolidate redundant vendors, it went from 34% in the October survey and now stands at 44%. So we fo we feel this bodes well for consolidators like Palo Alto networks. And the same is true from Microsoft's kind of good enough approach. It should also be true for CrowdStrike although last quarter we saw softness reported on in their SMB market, whereas interestingly MongoDB actually saw consistent strength from its SMB and its self-serve. So that's something that we're watching very closely. Now, Palo Alto Networks has held up better than most of its peers in the stock market. So let's take a look at that real quick. This chart gives you a sense of how well. It's a one year comparison of Palo Alto with the bug ETF. That's the cyber basket that we like to compare often CrowdStrike, Zscaler, and Okta. Now remember Palo Alto, they didn't run up as much as CrowdStrike, ZS and Okta during the pandemic but you can see it's now down unquote only 9% for the year. Whereas the cyber basket ETF is off 27% roughly in line with the NASDAQ. We're not showing that CrowdStrike down 44%, Zscaler down 61% and Okta off a whopping 72% in the past 12 months. Now as we've indicated, Palo Alto is making a strong case for consolidating point tools and we think it will have a much harder time getting customers to switch off of big platforms like Cisco who's another leader in network security. But based on the fragmentation in the market there's plenty of room to grow in our view. We asked breaking analysis contributor Chip Simington for his take on the technicals of the stock and he said that despite Palo Alto's leadership position it doesn't seem to make much difference these days. It's all about interest rates. And even though this name has performed better than its peers, it looks like the stock wants to keep testing its 52 week lows, but he thinks Palo Alto got oversold during the last big selloff. And the fact that the company's free cash flow is so strong probably keeps it at the one 50 level or above maybe bouncing around there for a while. If it breaks through that under to the downside it's ne next test is at that low of around one 40 level. So thanks for that, Chip. Now having get that out of the way as we said on the previous chart Palo Alto has strong opinions, it's founder and CTO, Nir Zuk, is extremely clear on that point of view. So let's take a look at how Palo Alto got to where it is today and how we think you should think about his future. The company was founded around 18 years ago as a network security company focused on what they called NextGen firewalls. Now, what Palo Alto did was different. They didn't try to stuff a bunch of functionality inside of a hardware box. Rather they layered network security functions on top of its firewalls and delivered value as a service through software running at the time in its own cloud. So pretty obvious today, but forward thinking for the time and now they've moved to a more true cloud native platform and much more activity in the public cloud. In February, 2020, right before the pandemic we reported on the divergence in market values between Palo Alto and Fort Net and we cited some challenges that Palo Alto was happening having transitioning to a cloud native model. And at the time we said we were confident that Palo Alto would make it through the knot hole. And you could see from the previous chart that it has. So the company's architectural approach was to do the heavy lifting in the cloud. And this eliminates the need for customers to deploy sensors on prem or proxies on prem or sandboxes on prem sandboxes, you know for instance are vulnerable to overwhelming attacks. Think about it, if you're a sandbox is on prem you're not going to be updating that every day. No way. You're probably not going to updated even every week or every month. And if the capacity of your sandbox is let's say 20,000 files an hour you know a hacker's just going to turn up the volume, it'll overwhelm you. They'll send a hundred thousand emails attachments into your sandbox and they'll choke you out and then they'll have the run of the house while you're trying to recover. Now the cloud doesn't completely prevent that but what it does, it definitely increases the hacker's cost. So they're going to probably hit some easier targets and that's kind of the objective of security firms. You know, increase the denominator on the ROI. All right, the next thing that Palo Alto did is start acquiring aggressively, I think we counted 17 or 18 acquisitions to expand the TAM beyond network security into endpoint CASB, PaaS security, IaaS security, container security, serverless security, incident response, SD WAN, CICD pipeline security, attack service management, supply chain security. Just recently with the acquisition of Cider Security and Palo Alto by all accounts takes the time to integrate into its cloud and SaaS platform called Prisma. Unlike many acquisitive companies in the past EMC was a really good example where you ended up with a kind of a Franken portfolio. Now all this leads us to believe that Palo Alto wants to be the consolidator and is in a good position to do so. But beyond that, as multi-cloud becomes more prevalent and more of a strategy customers tell us they want a consistent experience across clouds. And is going to be the same by the way with IoT. So of the next wave here. Customers don't want another stove pipe. So we think Palo Alto is in a good position to build what we call the security super cloud that layer above the clouds that brings a common experience for devs and operational teams. So of course the obvious question is this, can Palo Alto networks continue on this path of acquire and integrate and still maintain best of breed status? Can it? Will it? Does it even have to? As Holger Mueller of Constellation Research and I talk about all the time integrated suites seem to always beat best of breed in the long run. We'll come back to that. Now, this next graphic that we're going to show you underscores this question about portfolio. Here's a picture and I don't expect you to digest it all but it's a screen grab of Palo Alto's product and solutions portfolios, network cloud, network security rather, cloud security, Sassy, CNAP, endpoint unit 42 which is their threat intelligence platform and every imaginable security service and solution for customers. Well, maybe not every, I'm sure there's more to come like supply chain with the recent Cider acquisition and maybe more IoT beyond ZingBox and earlier acquisition but we're sure there will be more in the future both organic and inorganic. Okay, let's bring in more of the ETR survey data. For those of you who don't know ETR, they are the number one enterprise data platform surveying thousands of end customers every quarter with additional drill down surveys and customer round tables just an awesome SaaS enabled platform. And here's a view that shows net score or spending momentum on the vertical axis in provision or presence within the ETR data set on the horizontal axis. You see that red dotted line at 40%. Anything at or over that indicates a highly elevated net score. And as you can see Palo Alto is right on that line just under. And I'll give you another glimpse it looks like Palo Alto despite the macro may even just edge up a bit in the next survey based on the glimpse that Eric gave us. Now those colored bars in the bottom right corner they show the breakdown of Palo Alto's net score and underscore the methodology that ETR uses. The lime green is new customer adoptions, that's 7%. The forest green at 38% represents the percent of customers that are spending 6% or more on Palo Alto solutions. The gray is at that 40 or 8% that's flat spending plus or minus 5%. The pinkish at 5% is spending is down on Palo Alto network products by 6% or worse. And the bright red at only 2% is churn or defections. Very low single digit numbers for Palo Alto, that's a real positive. What you do is you subtract the red from the green and you get a net score of 38% which is very good for a company of Palo Alto size. And we'll note this is based on just under 400 responses in the ETR survey that are Palo Alto customers out of around 1300 in the total survey. It's a really good representation of Palo Alto. And you can see the other leading companies like CrowdStrike, Okta, Zscaler, Forte, Cisco they loom large with similar aspirations. Well maybe not so much Okta. They don't necessarily rule want to rule the world. They want to rule identity and of course the ever ubiquitous Microsoft in the upper right. Now drilling deeper into the ETR data, let's look at how Palo Alto has progressed over the last three surveys in terms of market presence in the survey. This view of the data shows provision in the data going back to October, 2021, that's the gray bars. The blue is July 22 and the yellow is the latest survey from October, 2022. Remember, the January survey is currently in the field. Now the leftmost set of data there show size a company. The middle set of data shows the industry for a select number of industries in the right most shows, geographic region. Notice anything, yes, Palo Alto up across the board relative to both this past summer and last fall. So that's pretty impressive. Palo Alto network CEO, Nikesh Aurora, stressed on the last earnings call that the company is seeing somewhat elongated deal approvals and sometimes splitting up size of deals. He's stressed that certain industries like energy, government and financial services continue to spend. But we would expect even a pullback there as companies get more conservative. But the point is that Nikesh talked about how they're hiring more sales pros to work the pipeline because they understand that they have to work harder to pull deals forward 'cause they got to get more approvals and they got to increase the volume that's coming through the pipeline to account for the possibility that certain companies are going to split up the deals, you know, large deals they want to split into to smaller bite size chunks. So they're really going hard after they go to market expansion to account for that. All right, so we're going to wrap by sharing what we expect and what we're going to probe for at Palo Alto Ignite next week, Lisa Martin and I will be hosting "theCube" and here's what we'll be looking for. First, it's a four day event at the MGM with the meat of the program on days two and three. That's day two was the big keynote. That's when we'll start our broadcasting, we're going for two days. Now our understanding is we've never done Palo Alto Ignite before but our understanding it's a pretty technically oriented crowd that's going to be eager to hear what CTO and founder Nir Zuk has to say. And as well CEO Nikesh Aurora and as in addition to longtime friend of "theCube" and current president, BJ Jenkins, he's going to be speaking. Wendy Whitmore runs Unit 42 and is going to be several other high profile Palo Alto execs, as well, Thomas Kurian from Google is a featured speaker. Lee Claridge, who is Palo Alto's, chief product officer we think is going to be giving the audience heavy doses of Prisma Cloud and Cortex enhancements. Now, Cortex, you might remember, came from an acquisition and does threat detection and attack surface management. And we're going to hear a lot about we think about security automation. So we'll be listening for how Cortex has been integrated and what kind of uptake that it's getting. We've done some, you know, modeling in from the ETR. Guys have done some modeling of cortex, you know looks like it's got a lot of upside and through the Palo Alto go to market machine, you know could really pick up momentum. That's something that we'll be probing for. Now, one of the other things that we'll be watching is pricing. We want to talk to customers about their spend optimization, their spending patterns, their vendor consolidation strategies. Look, Palo Alto is a premium offering. It charges for value. It's expensive. So we also want to understand what kind of switching costs are customers willing to absorb and how onerous they are and what's the business case look like? How are they thinking about that business case. We also want to understand and really probe on how will Palo Alto maintain best of breed as it continues to acquire and integrate to expand its TAM and appeal as that one-stop shop. You know, can it do that as we talked about before. And will it do that? There's also an interesting tension going on sort of changing subjects here in security. There's a guy named Edward Hellekey who's been in "theCube" before. He hasn't been in "theCube" in a while but he's a security pro who has educated us on the nuances of protecting data privacy, public policy, how it varies by region and how complicated it is relative to security. Because securities you technically you have to show a chain of custody that proves unequivocally, for example that data has been deleted or scrubbed or that metadata does. It doesn't include any residual private data that violates the laws, the local laws. And the tension is this, you need good data and lots of it to have good security, really the more the better. But government policy is often at odds in a major blocker to sharing data and it's getting more so. So we want to understand this tension and how companies like Palo Alto are dealing with it. Our customers testing public policy in courts we think not quite yet, our government's making exceptions and policies like GDPR that favor security over data privacy. What are the trade-offs there? And finally, one theme of this breaking analysis is what does Palo Alto have to do to stay on top? And we would sum it up with three words. Ecosystem, ecosystem, ecosystem. And we said this at CrowdStrike Falcon in September that the one concern we had was the pace of ecosystem development for CrowdStrike. Is collaboration possible with competitors? Is being adopted aggressively? Is Palo Alto being adopted aggressively by global system integrators? What's the uptake there? What about developers? Look, the hallmark of a cloud company which Palo Alto is a cloud security company is a thriving ecosystem that has entries into and exits from its platform. So we'll be looking at what that ecosystem looks like how vibrant and inclusive it is where the public clouds fit and whether Palo Alto Networks can really become the security super cloud. Okay, that's a wrap stop by next week. If you're in Vegas, say hello to "theCube" team. We have an unbelievable lineup on the program. Now if you're not there, check out our coverage on theCube.net. I want to thank Eric Bradley for sharing a glimpse on short notice of the upcoming survey from ETR and his thoughts. And as always, thanks to Chip Symington for his sharp comments. Want to thank Alex Morrison, who's on production and manages the podcast Ken Schiffman as well in our Boston studio, Kristen Martin and Cheryl Knight they help get the word out on social and of course in our newsletters, Rob Hoof, is our editor in chief over at Silicon Angle who does some awesome editing, thank you to all. Remember all these episodes they're available as podcasts. Wherever you listen, all you got to do is search "Breaking Analysis" podcasts. I publish each week on wikibon.com and silicon angle.com where you can email me at david.valante@siliconangle.com or dm me at D Valante or comment on our LinkedIn post. And please do check out etr.ai. They've got the best survey data in the enterprise tech business. This is Dave Valante for "theCube" Insights powered by ETR. Thanks for watching. We'll see you next week on "Ignite" or next time on "Breaking Analysis". (upbeat music)

Published Date : Dec 11 2022

SUMMARY :

bringing you data-driven and of course the ever

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Chen Goldberg, Google Cloud | CUBE Conversation


 

(peaceful music) >> Welcome to this cube conversation. I'm Dave Nicholson, and I am delighted to welcome back to the cube, cube veteran, Chen Goldberg, VP of engineering from Google. Chen, welcome back to the cube. >> Hey Dave, super happy to be here. >> Absolutely delighted to have you here. Let's dive right into this conversation. There was a, there was a blog post this week, talking about Google Cloud putting a lot of weight behind this idea of principles for software development. What are those principles and why are they important? >> The three principles that we put in that blog post is open, easy, and transformative. And I think what's really important to recognize with the three principles that those are not new principles, not for Google Cloud, and definitely not for me. I joined Google about, a little bit over five years ago. Right when just Kubernetes started to lead Kubernetes and Google Kubernetes engine team. And we immediately recognized, the idea of open and the importance of flexibility and choice is a foundation to the idea of Kubernetes and portability workloads. But pretty early on, it was clear that it's not enough just to have portability and flexibility because it creates a lot of complexity. So how can we still have that without creating a trade-off or tension for our customers? So really making sure that everything is also easy. You know, and one of the things, I use, I like to say it's not just portability of workloads, but also portability of skills and you achieve that through consistent experience, right? A lot of automation. And when you bring all of those things together, what I love about Google Cloud is that, you know, I'm an infrastructure person. I've always been infrastructure person. And what excites me the most is seeing others take this innovation and, and really empowers developers to make amazing, or, you know, unique ideas, a reality. And that's really the foundation principles for Google Cloud. >> So how does that translate into, from a customer perspective? >> So I would just start with some customer examples, right? Starting from, their perspective. So when we think about open, this is actually part of the, our customers cloud strategy, right? You say cloud, you immediately think only about public cloud, but from our customer perspectives, right? They think about public clouds, right? Most of them have more than one cloud, but they also think about the private cloud, you know, IOT edge and having that openness and flexibility to choose where they can run their workload, is critical. It's critical for them. What I hear mostly is of course, innovation, managing costs, and also making sure that they are not locked out of innovation that happens for example, in any cloud or, or somewhere else. So that's a really a key consideration for our customers when they think about their cloud strategy. The second thing that open matters is that it's really hard to hire talent that is expert and has the right skills. And we see that by using a leveraging open source technologies, it actually makes it easier to our customers to hire the best talent there is in the industry. At one of the previous Google Cloud Next sessions, we had the Loblaw for example, which is the biggest grocery in Canada. And, you know, we were joking on stage, that even though at our hiring for grocery shop, they still can hire the best talent because they are using the best technologies out there in the industry. So that's one, if you think about the importance of easy, I would just call out Western Digital that we've just announced how they decided to standardize on Anthos for their cloud strategy, right? Both of course, Google cloud platform, but On Prem and the Edge. And for them what's important is that when they have all of their amazing developers and operators, how can they provide them reach experience, right. We don't want our developers or operators to spend time on things that can be automated or managed by others. So having a smooth, intuitive experience is really critical. And we we've been announcing some new stuff like a, a Google Cloud deploy and really integrating the entire experience, especially integration for managing, deploying directly to Google Kubernetes engine. And of course, one of my favorite is Jiechi autopilot, which really takes all the goodness with Kubernetes and automatically managing. And then transformative, this is like what I said before, unleashing innovation. And we see Wendy's, for example, right, they want to actually have AI machine learning at run time at their branches, which will allow them to create a new experience for their customers. So this is how we see customers really appreciate these three principles. >> So whenever the subject of Kubernetes and Google comes up, we have to talk Anthos. We're now into what year three of Anthos. How has adoption looked what's the latest on that front? >> That has been really great. We actually have been seeing a 500% growth on the end of Q2 of year over year. And it's important you know to mention that the journey with Anthos is not something new, but something that we have built with our customers when they really love the experience they have on GCP, but needed to innovate elsewhere and not just on Google Cloud. So we've been seeing that, you know, I mentioned the Western Digital, blah, blah, and Wendy's we also have customers like MLB, which is really exciting how they've changed their entire fans' experience using Anthos. And for them, again, it was both the easy part, right? How can I deal with that complexity of having compute and storage everywhere in every one of the stadiums, but also how can I use AI and machine learning, which is unique to Google Cloud in order to create unique experiences for the fans, at real time, of course. >> Yeah. Now you've, touched on this a bit already, if you had to, if you thought about someone reviewing Anthos, their Anthos experience, because we're in the midst of people adopting Anthos and becoming new to Anthos at this point. What does a delighted customers response sound like to you? What is that Yelp review that they would write? If they were telling people we, doubled down on Anthos and we are thrilled because, fill in the blank for a second. >> The first thing that comes to mind is that it works everywhere and the developer experience that comes with it, right? So we have, of course the platform and the infrastructure, but where Anthos really shine is that experience, on top of thinking about all developers and operators that can really work in every environment without paying too much attention to that. And just having that intuitive experience, right? If you go to the Google Cloud console, you see all your clusters, and now we're actually also going to add your VMs into that view, and you can use tools like Anthos config managers, and Anthos service mash to manage your security posture or the configuration in all of those environments. >> So we hear a lot about Multicloud. Multicloud is fantastic, but it sounds like, dealing with the complexity associated with Multicloud is something that Anthos definitely helps with. >> Yes, you know, Google is best with complexity at scale, we've been running containers and really large environments for many years. And some of those principles really, you know, have been fundamental to the way we've started with Kubernetes. So the idea of the declarative intent and automation is really critical in managing large environment and high complexity because in those environments, lots of things can change, but with the declarative approach, you don't have to anticipate everything that is going to change, but you need to know what is your desired state. And that's really one way that Anthos is leveraging the Kubernetes primitives and those ideas to manage different types of environments. In addition to that, it's actually really adding that layer that I talked about before, around the easy can I make sure that my tools, right, if it's, for example, a cloud hybrid build or cloud deploy or Anthos service manager, Anthos config manager, can I make sure that this UI, the CLI the API will be consistent in all of those environments? Can I view in one place, all of my clusters, all of my applications, and this is really where Anthos shines. >> So the cloud data foundation had a, had to get together at the same time as, Google Cloud Next. And there's been a lot of discussion around topics like security. I just like to get your thoughts on, you know, what what's at the forefront of your mind, working in engineering at Google, working in this world where people are deploying Anthos, working in a world where in a multi-cloud environment, you don't necessarily have control as vice president of engineering at Google over what's happening in these other clouds. So what are some of the things that are at the front of your mind is security one of them, what are your thoughts? >> Security is top of mine. Similar to all of our customers and definitely internally. And there are many things that we are very worried about or create some risks. You know, we've just started talking about the secure central supply chain, by building with open source, how can we make sure that everything is secure, right? Then we know what is the contribution that's from the software that we are delivering, how can we make sure that the security posture is portable, right? We talked about workloads portability. We talked about skills portability, and experience, but really I think the next phase for us as an industry is to think about security posture portability. Can I really apply the same policy everywhere and still make sure that I have the right controls in place, which will have to be different depending on the environment, and to make sure that that really is the case. So lots of work around that, and again, talking about the other things we talked about. We talked about open and flexibility, how can you make sure that it's easy? One of the areas that we are very excited about is really around binary authorization, for example. So when you use our tools like cloud build, cloud deploy, artifact, registry, you can get your container images automatically scanned for vulnerabilities and tools like onto service mesh, which allows you to actually manage your security posture, traffic management, who can access what without doing any changes to your applications. >> Fantastic stuff. As we, as we wrap up our time here, do you have any final thoughts on the direction of cloud where we are in the adoption curve? You know, by some estimates, something like 75% of IT is still happening on premises. There've been some announcements coming out of Cloud Next regarding the ability to run all sorts of Google goodness on premises. So we seem to all be acknowledging that we're going to be in a bit of a hybrid world, in addition to a multicloud world, moving forward. Do you want to place any bets on, on when we'll hit the 50, 50 mark or the 25% on premises, 75% cloud mark. What do you think? >> Yeah, I'm not the best gambler to be honest, but I do have a thought about that. I think what's interesting is that customers started to talk, you know, few years back, it was, hey, I have my on-prem environment and I have the cloud. How can they, these two work together. And now what we see our customers talking, you know, they're on premises, their edge is part of their cloud strategy. It's not separated. And I think this is what we'll see more and more of, right? Regardless if this is your private cloud or public cloud, your edge, we would like to have a cloud like experience in that environment and consistency. And of course, we would love to leverage all the goodness of the cloud. If it's like machine learning, AI, and other capabilities, automation, everywhere we go. So I think this is the biggest change we're starting to see. And in addition to that, I think we will see, today everybody are already multicloud cloud, right? If it's recquisitions and just by cause of bottom up culture, you know, people choose different services. And I expect we'll see more strategic thinking about our customers multicloud strategy. Where do I deploy my workloads? What are the benefits? If it's latency, if it's specific services that are available, maybe cost, we'll see the customers becoming more intentional about that and this is really exciting. >> Well Chen, amazing insights. It's obvious why you're a cube veteran. It's obviously why we seek you out for your counsel and guidance on a variety of subjects. Thank you so much for spending time with us today in this cube conversation. With that I'd like to thank you for joining us. Until next time, I'm Dave Nicholson, thanks for joining (peaceful music)

Published Date : Oct 29 2021

SUMMARY :

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Ryan Mac Ban, UiPath & Michael Engel, PwC | UiPath FORWARD IV


 

(upbeat music) >> From the Bellagio Hotel in Las Vegas, It's theCUBE. Covering UiPath FORWARD IV. Brought to you by UiPath. >> Welcome back to theCUBE's coverage of UiPath FORWARD IV. Live from the Bellagio, in Las Vegas. I'm Lisa Martin with Dave Vellante. We're here all day today and tomorrow. We're going to talk about process mining next. We've got two guests here. Mike Engel is here, intelligent automation and process intelligence leader at PWC. And Ryan McMahon, the SVP of growth at UiPath. Gentlemen, welcome to the program. >> Thank you, Lisa. >> Thank you. >> So Ryan, I'm going to start with you. Talk to us about process mining. How does UiPath do it differently and what are some of the things being unveiled at this event? >> So look, I would tell you it's actually more than process mining and hopefully, not only you but others saw this this morning with Param. It's really about the full capabilities of that discovery suite. In which, obviously, process mining is part of. But it starts with task capture. So, going out and actually working with subject matter experts on a process. Accounts payable, accounts receivable, order to cash, digitally capturing that process or how they believe it should work or execute across one's environment. Right Mike? And then from there, actually validating or verifying with things or capabilities like process mining. Giving you a full digital x-ray of actually how that process is being executed in the enterprise. Showing you process bottlenecks. For things like accounts payable, showing you days outstanding, maverick buying, so you can actually pin point and do a few things. Fix your process, right? Where process should be fixed. Fix your application because it's probably not doing what you think it is, and then third, and where the value comes, is in our platform of which process mining is a capability, our PA platform. Really moving directly to automations, right? And then, having the ability with even task mining to drill into a specific bottleneck. Capturing keystrokes, clicks, and then moving to, with both of those, process mining and task mining, into Automation Hub, as part of our discovery platform as well. Being able to crowdsource, prioritize, all of those potential, if you will, just capabilities of automations, and saying, "Okay, let's go and prioritize these. These deliver to the greatest value," and executing across them. So, as much as it is about process mining, it's actually the whole entire discovery suite of capabilities that differentiates UiPath from other RPA vendors, as the only RPA vendor that delivers process mining, task mining and this discovery suite as part of our enterprise automation platform. >> Such a critical point, Ryan. I mean, it's multi-dimensional. It's not just one component. It's not just process mining or task mining, it's the combination that's really impactful. Agree with you a hundred percent. >> So, one of the things that people who watch our shows know, I'm like a broken record on this, the early days of RPA, I called it paving the cow path. And that was good because somebody knew the process, they just repeat it. But the problem was, the process wasn't necessarily the best process. As you just described. So, when you guys made the acquisition of ProcessGold, I said, "Okay, now I'm starting to connect the dots," and now a couple years on, we're starting to see that come together. This is what I think is most misunderstood about UiPath, and I wonder, from a practitioner's perspective, if you can sort of fill in some of those gaps. It's that, it's different from a point tool, it's different from a productivity tool. Like Power Automate, I'll just say it, that's running in Azure Cloud, that's cool or a vertically integrated part of some ERP Stack. This is a horizontal play that is end to end. Which is a bigger automation agenda, it's bold but it's potentially huge. $60 billion dollar TAM, I think that's understated. Maybe you could, from a practitioner's perspective, share with us the old way, >> Yeah. >> And kind of, the new way. >> Well obviously, we all made a lot of investments in this space, early on, to determine what should we be automating in the first place? We even went so far as, we have platforms that will transcribe these kind of surveys and discussions that we're having with our clients, right. But at the end of the day all we're learning is what they know about the process. What they as individuals know about the process. And that's problematic. Once we get into the next phase of actually developing something, we miss something, right? Because we're trying to do this rapidly. So, I think what we have now is really this opportunity to have data driven insights and our clients are really grabbing onto that idea, that it's good to have a sense of what they think they do but it's more important to have a sense of what they actually do. >> Are you seeing, in the last year in a half we've seen the acceleration of a lot of things, there's some silver linings but we've also seen the acceleration in automation as a mandate. Where is it? In terms of a priority, that you're seeing with customers, and are there any industries that you're seeing that are really leading the edge here? >> Well I do see it as a priority and of course, in the role that I have, obviously everybody I talk to, it's a priority for them. But I think it's kind of changing. People are understanding that it's not just a sense of, as Ryan was pointing out, it's not just a sense of getting an understanding of what we do today, it's really driving it to that next step of actually getting something impactful out the other end. Clients are starting to understand that. I like to categorize them, there's three types of clients, there's starters, there's stall-ers and those that want to scale. >> Right? So we're seeing a lot more on the other ends of this now, where clients are really getting started and they're getting a good sense that this is important for them because they know that identifying the opportunities in the first place is the most difficult part of automation. That's what's stalling the programs. Then on the other end of the spectrum, we've got these clients that are saying, "Hey, I want to do this really at scale, can you help us do that?" >> (Ryan) Right. >> And it's quite a challenge. >> How do I build a pipeline of automations? So I've had success in finance and accounting, fantastic. How do I take this to operations? How do I take this this to supply chain? How do I take this to HR? And when I do that, it all starts with, as Wendy Batchelder, Chief Data Officer at VMware, would say and as a customer, "It starts with data but more importantly, process." So focusing on process and where we can actually deliver automation. So it's not just about those insights, it's about moving from insights to actionable next steps. >> Right. >> And that is where we're seeing this convergence, if you will, take place. As we've seen it many times before. I mentioned I worked at Cisco in the past, we saw this with Voice Over IP converging on the network. We saw this at VMware, who I know you guys have spoken to multiple times. When a move from a hypervisor to including NSX with the network, to including cloud management and also VSAN for storage, and converging in software. We're seeing it too with process, really. Instead of kids and clipboards, as they used to call it, and many Six Sigma and Lean workshops, with whiteboards and sticky papers, to actually showing people within, really, days how a process is being executed within their organization. And then, suggesting here's where there's automation capabilities, go execute against them. >> So Ryan, this is why sometimes I scoff at the TAM analysis. I get you've got to do the TAM analysis, you've got to communicate to Wall Street. But basically what you do is you pull out IDC or Gartner data, which is very stovepipe, and you kind of say, "Okay we're in this market." It's the convergence of these markets. It's cloud, it's containers, it's IS, it's PaaS, it's Saas, it's blockchain, it's automation. They're all coming together to form this, it sound like a buzzword but this digital matrix, if you will. And it's how well you leverage that digital matrix, which defines your digital business. So, talk about the role that automation, generally, RPA specifically, process mining specifically, play in a digital business. >> Do you want to take that Mike or do you want me to take it? >> We can both do it? How about that? >> Yeah, perfect. >> So I'll start with it. I mean all this is about convergence at this point, right? There are a number of platform providers out there, including UiPath, that are kind of teaching us that. Often times led by the software vendors in terms of how we think of it but what we know is that there's no one solution. We went down the RPA path, lots of clients and got a lot of excitement and a lot of impact but if you really want to drive it broader, what clients are looking at now, is what is the ecosystem of tools that we need to have in place to make that happen? And from our perspective, it's got to start with really, process intelligence. >> What I would say too, if you look at digital transformation, it was usually driven from an application. Right? Really. And what I think customers found was that, "Hey," I'm going to name some folks here, "Put everything in SAP and we'll solve all your problems." Larry Ellison will tell you, "Put everything into Oracle and we'll solve all your problems." Salesforce, now, I'm a salesperson, I've never used an out of the box Salesforce dashboard in my life, to run my business because I want to run it the way I want to run it. Having said that though, they would say the same thing, "Put everything into our platform and we'll make sure that we can access it and you can use it everywhere and we'll solve all of your problems." I think what customers found is that that's not the case. So they said, "Okay, where are there other ways. Yes, I've got my application doing what it's doing, I've improved my process but hang on. There's things that are repeatable here that I can remove to actually focus on higher level orders." And that's where UiPath comes in. We've kind of had a bottom up swell but I would tell you that as we deliver ROI within days or weeks, versus potentially years and with a heavy, heavy investment up front. We're able to do it. We're able to then work with our partners like PWC, to then demonstrate with business process modeling, the ability to do it across all those, as I call, Silo's of excellence in an organization, to deliver true value, in a timeline, with integrated services from our partner, to execute and deliver on ROI. >> You mentioned some of the great software companies that have been created over the years. One you didn't mention but I want you to comment on it is Service Now. Because essentially McDermott's trying to create the platform of platforms. All about workflow and service management. They bought an RPA company, "Hey we got this too." But it's still a walled garden. It's still the same concept is put everything in here. My question is, how are you different? Yeah look, we're going to integrate with customers who want to integrate because we're an open platform and that's the right approach. We believe there will be some overlap and there'll be some choices to be made. Instead of that top down different approach, which may be a little bit heavy and a large investment up front, with varied results, as far as what that looks like, ours is really a bottoms up. I would tell you too, if you look at our community, which is a million and a half, I believe, strong now and growing, it's really about that practitioner and those people that have embraced it from the bottom up that really change how it gets implemented. And you don't have what I used to call the white blood cells, pushing back when you're trying to say, "Hey, let's take it from this finance and accounting to HR, to the supply chain, to the other sides of the organization," saying, "Hey look, be part of this," instead of, "No, you will do." >> Yeah, there's no, at least that I know of, there's no SAP or Salesforce freemium. You can't try it before you buy. And the entry price is way higher. I mean generally. I guess Salesforce not necessarily but I could taste automation for well under $100,000. I could get in for, I bet you most of your customers started at 25 of $50,000 departmental deployments. >> It's a bottoms up ground swell, that's exactly right. And it's really that approach. Which is much more like an Atlassian, I will tell you and it's really getting to the point where we obviously, and I'm saying this, I work at UiPath, we make really good software. And so, out of the box, it's getting easier and easier to use. It all integrates. Which makes it seamless. The reason people move to RPA first was because they got tired of bouncing between applications to do a task. Now we deliver this enterprise automation platform where you can go from process discovery to crowd sourcing and prioritizing your automations with your pipeline of automations, into Studio, into creating those automations, into testing them and back again, right? We give you the opportunity not to leave the platform and extract the most value out of our, what we call enterprise automation platform. Inclusive of process mining. Inclusive of testing and all those capabilities, document understanding, which is also mine, and it's fantastic. It's very differentiated from others that are out there. >> Well it's about having the right framework in place. >> That's it. From an automation perspective. I think that's a little bit different from what you would expect from the SAP's of the world. Mike, where are you seeing, in the large organizations that you work with, we think of what you describe as the automation pipeline, where are some of the key priorities that you're finding in large organizations? What's in that pipeline and in what order? >> It's interesting because every time we have a conversation whether it's internal or with our clients, we come up with another use case for this type of technology. Obviously, when we're having the initial conversations, what we're talking about is really automation. How do we stuff that pipe with automation. But you know, we have clients that are saying, "Hey listen, I'm trying to carve out of a parent company and what I need to do is document all of my processes in a meaningful way, that I can, at some point, take action on, so there's meaningful outcomes." Whether it be a shared services organization that's looking to outsource, all different types of use cases. So, prioritizing is, I think, it's about impact and the quickest way to impact seems to be automation. >> Is it fair to say, can I look at you UiPath as automation infrastructure? Is that okay or do you guys want to say, "Oh, we're an application." The reason I ask, so then you can answer, is if you look at the great infrastructure plays, they all had a role. The DBA, the CCIE from Cisco, the Cloud Architect, the VMware admin, you've been at all of them, Ryan. So, is there a role emerging here and if it's not plumbing or infrastructure, I know, okay that's cool but course correct me on the infrastructure comment and then, is there a role emerging? >> You know, I think the difference between UiPath and some of the infrastructure companies is, it used to take, Dave, years to give an ROI, really. You'd invest in infrastructure and it's like, if we build it they will come. In fact, we've seen this with Cloud, where we kind of started doing some of that on prem, right? We can do this but then you had Amazon, Azure and others kind of take it and say, "Look, we can do it better, faster and cheaper." It's that simple. So, I would say that we are an application and that we reference it as an enterprise automation platform. It's more than infrastructure. Now, are we going to, as I mentioned, integrate to an open platform, to other capabilities? Absolutely. I think, as you see with our investments and as we continue to build this out, starting in core RPA, buying ProcessGold and getting into our discovery suite of capabilities I covered, getting into, what I see next is, as you start launching many bots into your organization, you're touching multiple applications, so you got to test it. Any time you would launch an application you're going to test it before you go live, right? We see another convergence with testing and I know you had Garrett on and Matt, earlier, with testing, application testing, which has been a legacy, kind of dinosaur market, converging with RPA, where you can deliver automations to do it better, faster and cheaper. >> Thank you for that clarification but now Mike, is that role, I know roles are emerging in RPA and automation but is there, I mean, we're seeing centers of excellence pop up, is there an analogy there or sort of a similar- >> Yeah, I think the new role, if you will, it's not super new but it's really that sense of an automation solution architect. It's a whole different thing. We're talking about now more about recombinant innovation. >> Mike: Yeah. >> Than we are about build it from scratch. Because of the convergence of these low-code, no-code types of solutions. It's a different skill set. >> And we see it at PWC. You have somebody who is potentially a process expert but then also somebody who understands automations. It's the convergences of those two, as well, that's a different skill set. It really is. And it's actually bringing those together to get the most value. And we see this across multiple organizations. It starts with a COE. We've done great with our community, so we have that upswell going and then people are saying, "Hang on, I understand process but I also understand automations. let me put the two together," and that's where we get our true value. >> Bringing in the education and training. >> No question. >> That's a huge thing. >> The traditional components of it still need to exist but I think there are new roles that are emerging, for sure. >> It's a big cultural shift. >> Oh absolutely, yeah. >> How do you guys, how does PWC and UiPath, and maybe you each can answer this in the last minute or so, how do you help facilitate that cultural shift in a business that's growing at warp speed, in a market that is very tumultuous? How do you do that? >> Want to go first or I can go? >> I'll go ahead and go first. It's working with great partners like Mike because they see it and they're converging two different practices within their organization to actually bring this value to customers and also that executive relevance. But even on our side, when we're meeting with customers, just in general, we're actually talking about, how do we deal with, there's what? 13 and a half million job openings, I guess, right now and there's 8500 people that are unemployed, is the last number that I heard. We couldn't even fill all of those jobs if we wanted to. So it's like, okay, what is it that we could potentially automate so maybe we don't need all those jobs. And that's not a negative, it's just saying, we couldn't fill them anyway. So let's focus on where we can and where, there again, can extract the most value in working with our partners but create this new domain that's not networking or virtualization but it's actually, potentially, process and automation. It's testing and automation. It might even be security and automation. Which, I will tell you, is probably coming next, having come out of the security space. You know, I sit there and listen to all these threats and I see these people chasing, really, automated threats. It's like, guys a threat hunter that's really good goes through the same 15 steps that they would when they're chasing a false positive, as if a bot would do that for them. >> I mean, I've written about the productivity declines over the past several decades in western countries, it's not universal around the world and maybe we have a productivity boost because of Covid but it's like this perpetual workday now. That's not sustainable. So we're not going to be able to solve the worlds great problems. Whether it's climate change, diversity, massive deaths, on and on and on, unless we deal with that labor gap. >> That's right. >> And the only way to do that is automation. It's so clear to me that that's the answer. Part of the answer. >> It is part of the answer and I think, to your point Lisa, it's a cultural shift that's going to happen whether we want it to or not. When you think about people that are coming into the work force, it's an expectation now. So if you want to retain or you know, attract and retain the right people, you'd better be prepared for it as an organization. >> Yeah, remember the old, proficient in Word and Excel. Makes it almost trivial. It's trivial compared to that. I think if you don't have automation chops, going forward, it's going to be an issue. Hey, we have whatever, 5000 bots running at our company, how could you help? Huh? What's a bot? >> That's right. You're right. We see this too. I'll give you an example at Cisco. One of their financial analysts, junior starter, he says, "Part of our training program, is creating automations. Why? Because it's not just about finance anymore. It's about what can I automate in my role to actually focus on higher level orders and this for me, is just amazing." And you know, it's Rajiv Ramaswamy's son who's over there at Cisco now as a financial analyst. I was sitting on my couch on a Saturday, no kidding, right Dave? And I get a text from Rajiv, who's now CEO at Nutanix, and he says, "I can't believe I just created a bot." And I said, "I'm at the right place." Really. >> That's cool, I mean hey, you're right too. You want to work for Amazon, you got to know how to provision a EC2 instance or you don't get the job. >> Yeah. >> You got to train for that. And these are the types of skills that are expected- >> That's right. >> For the future. >> Awesome. Guys- >> I'm glad I'm older. >> Are you no longer proficient in Word is the question. >> Guys, thanks for joining us, talking about what you guys are doing together, how you're really facilitating this massive growth trajectory. It's great to be back in person and we look forward to hearing from some of your customers later today. >> Terrific. >> Great. >> Thank you for the opportunity. >> Thank you for having us. >> Thank you guys. >> Our pleasure. For Dave Vellante, I'm Lisa Martin, you're watching theCUBE live from the Bellagio in Las Vegas, at UiPath FORWARD IV. Stick around. We'll be back after a short break. (upbeat music)

Published Date : Oct 6 2021

SUMMARY :

Brought to you by UiPath. And Ryan McMahon, the So Ryan, I'm going to start with you. It's really about the full capabilities it's the combination play that is end to end. idea, that it's good to have that are really leading the edge here? it's really driving it to that next step on the other ends of this now, How do I take this this to supply chain? to including NSX with the network, And it's how well you it's got to start with is that that's not the case. and that's the right approach. I could get in for, I bet you and it's really getting to the right framework in place. we think of what you describe and the quickest way to Is that okay or do you guys want to say, and that we reference it as it's really that sense of Because of the convergence It's the convergences of it still need to exist is the last number that I heard. and maybe we have a productivity that that's the answer. that are coming into the work force, I think if you don't have And I said, "I'm at the or you don't get the job. You got to train for that. in Word is the question. talking about what you from the Bellagio in Las Vegas,

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Eduardo Silva, Fluent Bit | KubeCon + CloudNativeCon Europe 2021 - Virtual


 

>>from around the >>globe it's the cube with >>coverage of Kublai >>Khan and Cloud Native Con Europe 2020 >>one virtual >>brought to you by red hat. The cloud native computing foundation and ecosystem partners. Welcome back to the cubes coverage of Kublai khan 21 cloud native gone 21 virtual. I'm john for your host of the cube. We're here with a great segment of an entrepreneur also the creator and maintainer of fluent bit Eduardo Silva who's now the founder of Palihapitiya was a startup. Going to commercialize and have an enterprise grade fluent D influence bit Eduardo. Great to have you on. Thanks for coming on the cube >>during the place for having me here. So I'm pretty happy to share the news about the crew and whenever you want, >>exciting trends, exciting trends happening with C N C f koo Kahne cloud native cloud native a lot of data, a lot of management, a lot of logging, a lot of observe ability, a lot of end user um contributions and enterprise adoption. So let's get into it first by give us a quick update on fluent D anything upcoming to highlight. >>Yeah, well fluent is actually turning two years old right now. So it's the more metric project that we have a lot of management and processing in the market. And we're really happy to see that the sides are project that was started 10 years ago, its adoption. You can see continues growing ecosystem from a planning perspective and companies adopting the technology that that is really great. So it's very overwhelming and actually really happy to take this project and continue working with companies, individuals and and right now what is the position where we are now with through And these are part of the Roma is like one of the things that people is facing not because of the tool because people have every time there has more data, more Metro services the system are scaling up is like about performance, right? And performance is critical if you're slowing down data processing actually you're not getting the data at the right time where you need it right. Nobody's people needs real time query is real time analysis. So from a security perspective we're going to focus a lot on everything that is about performance I would say for this year and maybe the other one, I would say that we won't see many new futures around fluently itself as as a project so we'll be mostly about back texting and performance improvements. >>Yeah, I definitely want to dig in with you on the data and logging challenges around kubernetes especially with and to end workflows and there's the different environments that sits in the middle of. But first before we get there, just take a minute to explain for the folks um not that savvy with fluent bit. What is fluent bit real quick, explain what it is. >>Okay, so I will start with a quick story about this, so when we started flowing the, we envision that at some point I'm talking about six years ago, right, all this IOT train or embedded or h will be available and for that you we got back to heavy right? If you have a constraint environment or you want to process data in a more faster way without all the capabilities at that time we say that he might not be suitable for that. So the thing is okay and it was not longer like a single software piece right? We want to say through in this an ecosystem, right? And as part of the ecosystem we have sck where people can connect applications fluid the but also we say we need like a flu Indie but that could be lightweight and faster. Burundi is reading ruby right? And the critical part in C. But since it's written ruby of course there's some process calls on how do you process the data and how much you can scale? Right. So we said if you're going to dig into embedded or small constrained environment, let's write a similar solution. But in C language so we can optimize a memory, can optimize scenario and all this kind of um needs will be will will be effective, right? And we started to spread called fluent bed and through a bit it's like a nowadays like a lightweight version of Wendy, it has started for the Marilyn knows, but after a few years people from the cloud space, I'm talking about containers, kubernetes, they started to ask for more futures for flowing it because they wanted they have influence, but also they wanted to have flowing better than because of it was lively and nowadays we can see that what fluent established the market and true indeed, we're getting around $2 million dollars every single day. So nowadays the attraction of the break is incredible. And it's mostly used to um want to collect logs from the files from system be and for most of coordinated environment disabled, process all this information on a pen, meta data and solve all the problem of how do I collect my data? How do I make sure that the data has the right context meta data and I'm able to deliver this data. So a central place like a job provider or any kind of storage. >>That's great. And I love the fact that's written C, which kind of gives the, I'll say it more performance on the code. Less overhead, get deeper closer um and people No, no, see it's high performance, quick, quick stats. So how old is the project through a bit, What version are you on? >>Uh, a little bit. It's, I'm not sure it is turning six or seven this year, 96. It's been around >>for a while. >>Yeah, yeah. We just released this this week, one at 73 right. We have done more than 100 releases actually really settled two and it's pretty past sometimes we have releases every 23 weeks. So the operation, the club medical system is quite fast. People once and more future more fixes and they don't want to wait for a couple of months for the next release. They wanted to have the continue image right away to test it out and actually sends away as a project. We worked with most of providers like AWS Microsoft actor google cloud platform, the demon for this fixes and improvements are in a weekly basis. >>You guys got a lot of props, I was checking around on the internet, you guys are getting strong um, reviews on logging for kubernetes with the couple releases ago, you had higher performance improvements for google AWS logged in postgres equal and other environments. Um but the question that I'm getting and I'm hearing from folks is, you know, I have end to end workflows and they've been steady. They've been strong. But as more data comes in and more services are connecting to it from network protocols, two Other cloud services, the complexity of what was once a straight straightforward workflow and to end is impacted by this new data. How do you guys address that? How would you speak to that use case? >>Well, for for us data we have taken approaches. Data for us is agnostic on the way that it comes from but that it comes from and the format that comes from for for example, if you talk about the common uses case that we have now is like data come from different formats. Every single developer use the all looking format come from different channels, TCP file system or another services. So it is very, very different. How do we get this data? And that is a big challenge. Right? How do we take data from different sources, different format and you try to unify this internal and then if you're going to talk for example to less exert let's say you Jason you're going to talk to africa, they have their own binary protocol. So we are kind of the backbone that takes all the data transfer data and try to adapt to the destination expected payload from a technical perspective. Yeah, is really challenging. Is really challenging also that Nowadays, so two years ago people was finding processing, I don't know 500,000 messages per second, But nowadays they won 10, 20 40,000. So prime architecture perspective Yeah, there are many challenges and and I think that the teamwork from the maintaining this and with companies has provided a lot of value, a lot of value. And I think that the biggest proof here is that the adoption like adoption and big adoption, you have more banks reported more enhancement requests. All right. So if I get >>this right, you got different sources of data collection issues. If you look on the front end and then you got some secret sauce with bit fluent, I mean uh inside the kubernetes clusters um and then you deliver it to multiple services and databases and cloud services. That that right. Is that the key? The key value is that is that the key value proposition? Did I get that right with fluent bit? >>Mhm. Yeah, I would say most of the technical implementation when the of the value of the technical implementation, I would say that is towards being the vendor neutral. Right? So when you come, when you go to the market and you go to the talk to bank institution hospital form and if the company right, most of them are facing this concept of bender looking right, they use a Bender database but you have to get married. So they're tooling, right? And I'm not going to mention any inventor name. Right? Actually it's very fun. Well for example, the business model, this company that start with S and ends with swung right? For example is you pay as much money so you pay as much money compared to the data that you ingested. But the default tools in just the whole data. But in reality if you go to the enterprise they say yeah. I mean just in all my data into Splunk or X provider right? But from 100 that I'm interesting, which I'm paying for, I'm just using this service to query at least 20 of the data. So why I mean just in this 80 extra I didn't get it right. That's why I want to send and this is real use case there's this language is really good for where is analyzed the data But they said yeah, 80 of my data is just a five data. I will need it maybe in a couple of months just I want to send it to Amazon history or any kind of other a archive service. So users, the value that says is that I want to have a mentor neutral pipeline which me as a user, I went to this side work went to send data, went to send it and also I can come to my bills. Right? And I think that is the biggest value. So you can go to the market. They will find maybe other tools for logging or tools for Matrix because there's a ton of them. But I think that none of them can say we are gender neutral. Not all of them can offer this flexibility to the use, right? So from a technical language performance but from an end user is being the neutrality. >>Okay. So I have to ask you then here in the C n C F projects that are going on and the community around um um fluent bit, you have to have those kinds of enhancements integrations, for instance, for not only performance improvement, but extensive bility. So enterprises there, they want everything right. They make things very >>complicated. They're very >>complicated infrastructure. So if they want some policy they want to have data ingestion policies or take advantage of no vendor lock in, how is the community responding? How did what's your vision for helping companies now? You've got your new venture and you got the open source project, How does this evolve? How do you see this evolving eduardo? Because there is a need for use cases that don't need all the data, but you need all the data to get some of the data. Right. So it's a you have a new new >>paradigm of >>coding and you want to be dynamic and relevant. What's the how do you see this evolving? >>Yeah. Actually going to give you some spoilers. Right. So some years before report. Yeah. So users has this a lot of they have a lot of problems how to collect the data processing data and send the data. We just told them right, Performance is a continuous improvement, Right? Because you have always more data, more formats, that's fine. But one critical thing that people say, hey, you say, hey, I want to put my business logic in the pipeline. So think about this if you have to embed we are the platform for data. Right? But we also provide capabilities to do data processing because you can grab the data or you can do custom modifications over the data. One thing that we did like a year two years ago is we added this kind of stream processing capabilities, can you taste equal for Kaka? But we have our own sequel engine influence them. So when the data is flowing without having any data banks, any index or anything, we can do data aggregation. You can, you can put some business logic on it and says for all the data that matches this pattern, stand it to a different destination, otherwise send it to caracas plan or elastic. So we have, this is what we have now. Extreme processing capabilities. Now what is the spoiler and what we're going next. Right now there are two major areas. One of them is distributed. Extreme processing right? The capabilities to put this intelligence on the age, on the age I'm referring to for example, a cooper needs note right or constrained environment, right? Communities on the age is something that is going on. There are many companies using that approach but they want to put some intelligence and data processing where the data is being generated. Because there is one problem when you have more data and you want to create the data, you have to wait and to centralize all the data in the database for your service. And there's a legend see right, millions sometimes hours because data needs to be in Mexico. But what about it? To have 100 of notes, but each one is already right, influenced it. Why you don't run the queries there. That is one of the features that we have. And well now talking from the challenges from spoil perspectives, people says, okay, I love this pipeline. I noticed Lambert has a political architecture but the language see it's not my thing, right? I don't want to go and see. Nobody likes see that we are honest about that. And there are many mass words about security or not just nothing, which is true, right? It's really easy to mess up things and see. Right? So, and we said, okay, so now our next level, it's like we're going to provide this year the ability to write your own plug ins in Western webassembly. So with the web is simply interface. You can run your own pregnancy goal, rust or any kind of weapon sending support language and translate that implementation to native. Wasn't that fluent that will understand. So C as a language won't be with one being longer uploaded for you as a developer. As a company that wants to put more business logic into the bike. Well that is one of the things that are coming up and really we already have some docs but they're not ready to show. So maybe we can expect something for us at the end of this year. >>Great stuff by the way, from a c standpoint us, old timers like me used to program and see, and not a lot of C courses being taught, but if you do know see it's very valuable. But again, to your point, the developers are are focused on coding the apps, not so much the underlying. So I think that's that's key. I will like to ask you one final question of water before we wrap up, how do you deploy fluid bid? What's the is it is that you're putting it inside the cluster? Is there is that scripts, What's the what's the architecture real quick? Give us a quick overview of the architecture. >>Okay, so that it's not just for a classroom, you can run it on any machine. Windows, Linux, IBM Yeah, and that doesn't need to be a kubernetes. Classic. Right? When we created to invade Copernicus was quite new at the same time. So if you talk about kubernetes deploys as a demon set at the moment is pretty much a part that runs on every note like an agent. Right? Uh, all you can run necessarily on any kind of machine. Oh and one thing before we were, I just need to mention something that from the spoil it. But because it's just getting, we're having many news these days. Is that fluently used to be mostly for logging right? And influence the specifically project. We've got many people from years ago saying, you know what? I'm losing my agent for logging to a bed but I have my agents for metrics and sometimes this is quite heavy to have multiple agents on your age. So now flowing bed is extending the capabilities to deal with native metrics. Right. The first version will be available about this week in cuba come right. We will be able to process host matrix for application metrics and send them to permit use with open matrix format in a native way. So we extended the political system to be a better citizen with open metrics and in the future also with open telemetry, which is a hot thing that is coming up on this month. >>Everyone loves metrics. That's super important. Having the data Is really, really important as day two operations and get all this stuff is happening. I wanna thank you for coming on and sharing the update and congratulations on. The new venture will keep following you and look good for the big launch but fluent bit looking good. Congratulations. Thanks for coming on. >>Thank you so much help governments. >>Okay this is the cubes coverage of Kublai khan 21 cloud Native Con 21 virtual soon we'll be back in real life at the events extracting the signal from the noise. Thanks for watching. Yeah.

Published Date : May 7 2021

SUMMARY :

Great to have you on. So I'm pretty happy to share the news about the crew and whenever So let's get into it first by give us a quick update on fluent D anything So it's the more Yeah, I definitely want to dig in with you on the data and logging challenges around kubernetes especially with that the data has the right context meta data and I'm able to deliver this data. So how old is the project through a bit, Uh, a little bit. So the operation, You guys got a lot of props, I was checking around on the internet, you guys are getting strong um, How do we take data from different sources, different format and you try to unify this internal If you look on the front end and then you got some secret So you can go to the market. around um um fluent bit, you have to have those kinds of enhancements They're very that don't need all the data, but you need all the data to get some of the data. What's the how do you see this evolving? So think about this if you have to embed we are the platform for data. and not a lot of C courses being taught, but if you do know see it's very valuable. So now flowing bed is extending the capabilities to deal I wanna thank you for coming on and sharing the update Okay this is the cubes coverage of Kublai khan 21 cloud Native Con 21 virtual soon

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