>> (soft music) >> Presenter: From around the globe. It's theCUBE with digital coverage of IBM Think 2021 brought to you by IBM. >> Welcome back everyone to the CUBE's coverage of IBM Think 2021. I'm your host, John furry with theCUBE. Our next guest Manish Chawla who's the industry general manager of energy, resources and manufacturing, a great guest to break down this next generation of infrastructure modern applications and changing the business in the super important areas he's regulated verticals. Manish, it's great to see you. Thank you for coming back on theCUBE. >> Thank you John. Good to meet you. >> You know, this is the area where I've been saying for years the cloud brings great scale horizontally scalable data, but at the end of the day, AI and automation really has to be specialized in the verticals. In this we're going to see the action the ecosystems for connecting. This is a big deal here I think this year, transformation is the innovation, innovation at scale. This seems to be the underlying theme that we've been reporting on. So I'd love to get your thoughts on how you see this Fourth Industrial Revolution as you say, coming about. Can you define for us what that means? And when you say that, what does it mean for customers? >> Yeah, sure, sure. So, you know, in sort of simple terms all the technologies that we see around us, whether it's AI we talk about AI, we talk about 5G, we talk about Edge Cloud Robotics. So the application of those to the physical world in some sense in the industrial world is what we define as the Fourth Industrial Revolution. Essentially, it's the convergence between the humans, the physical aspect, like the machines and the cyber either digital aspects, bringing that together. So companies can unlock the value from the terabytes and petabytes of data that our connected world is now able to produce. >> How does the IOT world come in? We've been again, I did a panel I think two years ago called you know the industrial IOT Armageddon. And it was really kind of pointing. It was kind of provocative title, but the point was you know, the industrial connections are all devices now and they're connected to the network security super important. This industrial revolution includes this new edge. >> It's got to be smarter and intelligent. What's your take on that? >> Yeah, absolutely. It is about the edge. It's about devices. It's about delivering capturing the data from the umpteen devices. You know, we've recently heard about the chip shortage which gives you an idea that there is so much utilization of compute power everywhere in the world. And the world is becoming very software defined. So whether it's software defined machines software defined products, the washing machines that we use at home, the cars we use home, everything is gradually becoming, not gradually I'd say rapidly becoming intelligent. And so that edge or IOT is the foundation stone of everything we're talking about. >> Well, you mentioned software on a chip SOC that's a huge mega wave coming. That's going to bring so much more compute into smaller form factors which leads me to my next question, which kind of, I'm kind of answering for myself but I'm not a manufacturing company but why should they care about this trend from a business perspective besides the obvious new connection points? What's really in it for them? >> Yeah. So big topic right now is this topic of resilience, right? So that's one aspect. This, the pandemic has taught us that resilience is a core objective. The second objective, which is front and center of all CEOs or CEOs is out-performance. And so what we're seeing is out-performance are investing in technology for many goals, right? So it's either sustainability which is a big topic these days, and a huge priority. It's about efficiency. It's about productivity. It's also now more and more about delivering a much stronger customer experience, right? Making your products easier to use much easily consumable as well. So if you, when you pull it all together it's an end to end thinking about using data to drive those objectives of out-performance as well as resilience. >> What's the progress being made so far on the manufacturing industry on this front? I mean, is it moving faster or you mentioned accelerating but where is the progress bar right now? >> So I think as we came into 2020, I would have described it as we were starting to enter the chapter two where companies were moving from experimentation to really thinking of scaling this. And what we found is the pandemic really caused a big focus on these, as Winston Churchill has been attributed the quote "Never waste a good crisis." A lot of CEOs, a lot of executives and leadership really put their energy into accelerating digital transformation. I think we really, two thirds have been able to accelerate their digital transformation. So the good news is, you know companies don't have to be convinced about this anymore. They're really, their focus is on where should I start? Where should I focus? And what should I do next? Right, is really the focus. And they are investing in sort of two types of technologies is the way we see it. What I would call foundational technologies because there's a recognition that to apply the differentiating technologies like AI and capturing and taking value of the data you need a strong architectural foundation. So whether it's cybersecurity, it's what we call ITOT integration connecting the devices back to the mothership. And it's also applying cloud but cloud in this context is not about typically what we think as public cloud or a central spot. It's really bringing cloud-like technologies also to the edge or to the plant or to the device itself whether it's a mobile device or a physical device. And that foundation is that recognition that you've got to have the foundation that you can build your capabilities on top. Whether it's for customers or clients or colleagues. >> That's a great insight on the architecture. I think that's a successful playbook. It sounds so easy. I do agree with you. I think people have said this is a standard now hybrid cloud, the edge pretty clear visibility on the architecture of what to do or what needs to be done, how to do it, all other story. So I have to ask you, we hear of these barriers. There's always blockers. I think COVID's released some of those relieved some of those blockers because people have to force their way into the transformation but what are those barriers that are stopping the acceleration for customers to achieve the benefits that they need to see? >> Yeah. So I think one or one key barrier is a recognition that most of our plants or manufacturing facilities or supply chains really run in a brownfield manner. I, there's so many machines so many facilities that have been built over decades. So there's a proliferation of different ages of devices, machines, et cetera. So making sure that there is a focus on laying out a foundation, that's a key barrier. There is also a concern that, you know the companies have around cybersecurity. The more you connect the more you increase the attack surface. And we know that that hacks and so on are, are a dominant issue now whether it's for ransomware or for other malicious reasons. And so modernizing the foundation and making sure you're doing it in a secure way those are the key concerns that executives have. And then another key barrier I see is making sure that you have a key, key core objective and not making too many different varied experimentation beds. So keeping a focus on what's the core use case of benefit you're after and then what's the foundation to make sure that you're going after it. Like I said, whether it's quality or productivity or such like. >> So the keys to success, if I get this right is you have the right framework for this as you say, industry 4.0 you got to understand the collaborative dynamics and then have an ecosystem. >> Yeah. Can you unpack those three things? Because take me through that. You got to the framework, the collaboration and the ecosystem. What does that mean specifically? >> So the way I take the simplest way to think of it is the amount of work and effort that all companies have to put in, is so great in front of them. The opportunities are so great as well that nobody can hire all the smart people that are needed to achieve the goals. Everybody has their own specific I would say focus and capabilities they bring to bear. So the collaboration between manufacturers the collaboration between operational technology companies like the Siemens, ABB, Schlumberger, et cetera and IT technology companies like ourselves that three-part collaboration is sort of the heart of what I see as ecosystems coming together. The other dimensionality of ecosystems is also looking at it from a supply chain or a value chain perspective cause how something becomes more intelligent or smarter or more effective is also being able to work across the supply chain or value chain. So those are our key focus areas make sure we are collaborating across value chains and supply chains, as well as collaborating with manufacturers and OT, operational technology companies to be able to bring these digital capabilities with the right capabilities of operational technology companies into the manufacturers. >> If I asked you, how are you doing that? What specifically would you say? I mean, how are you collaborating? What's some examples give some examples of this enaction. >> Certainly. So we recently announced over the last say, nine months or so three strategic, very transformative partnerships. The first one I'll share with you is with Schlumberger. Schlumberger is the world's largest oil field services company. And now also the world's largest distill technology company for the oil and gas industry. So we've collaborated with them to bring hybrid cloud to the digital platform so they now can deploy their capabilities to any customer regardless of whether they want it in country or on a public cloud. Another example is we've established a data platform with Schlumberger for the oil and gas industry, to be able to bring again that data platform to any location around the world. The advantage of hybrid, the advantage of AI. With EVB, what we've done is we've taken our smart sync IT security connected with their products and capabilities for operational systems. And now are delivering an end to end solution that you can get cyber alerts or issues coming from manufacturing systems dry down to right up to an IT command center where you're seeing all the events and alerts so that they can be acted upon right away. So that's a great example of collaborating with IT from a security point of view. The third one is industrial IOT with Siemens and we've partnered with Siemens to deliver the MindSphere private cloud edition. Delivered on our red hat hybrid cloud. So this is an example where we are able to take our horizontal technologies, apply it with their verticals smarts and deep industry context put our services capabilities on top of it so they can deliver their innovations anywhere >> Manish is such an expert on this such a great leader on this area and I have to ask you you know, you've been in this mode of evangelizing and leading teams and building solutions around digital re platforming or whatever you want to call it, renovations. >> Manish: Right >> What's the big deal now, if you had to, I mean, it seems like it's all coming together with red hat under the covers, you get distributed networks with the Edge. It's all kind of coming together now for the verticals because you got the best of both worlds. Programmable scalable infrastructure with modern software applications on top. I mean, you've been even in the industry for many many waves, why is this wave so big and important? >> So I think there is no longer the big reason why it's important is I think there's no reason why companies have to be convinced now that the clarity is there that this needs to happen so that's one. The second is, I think there's a high degree of expectation among consumers, among employees and among customers as well, that everything that we touch will be intelligent. So these technologies really unlock the value unlock the value, and they can be deployed at scale that's really, I think what we're seeing as the focus now. And being able to deliver the innovation anywhere whether someone wants it at the Edge next to a machine that's operating, or be able to look at how a manufacturing facility or different product portfolio is doing in the boardroom. It's all available. And so that shop floor, the top floor connection is what everybody's aiming for but we also now call it Edge to enterprise. >> And everything works better, the employees are happy people are happy, stakeholders are happy. Manish great insight. Thank you for sharing here on theCUBE for Think 2021. Thanks for coming on theCUBE. >> Absolutely thanks John for having me. >> Okay. I'm John Furry host theCUBE for IBM Think 2021. Thanks for watching. (soft music)

>>from around the >>globe. It's the cube with digital >>coverage of IBM >>Think 2021 >>brought to you by IBM. Welcome back everyone to the cubes coverage of IBM Think 2021 I'm your host john ferry with the cube. Our next guest is Michelle well who's the industry General manager of Energy resources manufacturing. Great guest to break down this next generation of infrastructure, modern applications and changing the business and the super important areas is regulated verticals. Great to see you. Thank you for coming back on the queue. >>Thank you john good to meet you. >>You know this is the area where I've been saying for years the cloud brings great scale, horizontally scalable data but at the end of the day AI and automation really has to be specialized in in the verticals and this. We're going to see the action ecosystems for connecting. This is a big deal here think this year transformation is the innovation innovation at scale. It seems to be the underlying theme that we've been reporting on. So I'd love to get your thoughts on how you see this fourth industrial revolution as you say, coming about. Can you define for us what that means and when you say that, what does it mean for customers? >>Yeah, sure, sure. So you know, in in sort of simple terms, all the technologies that we see around us whether it's a I we talk about a I we talked about five G. We talk about edge cloud, robotics. So the application of those to the physical world in some sense, in the industrial world is what we define as uh as the fourth industrial revolution. Essentially it's the convergence between the humans, the physical aspect by the machines and the cyber at the digital aspects, bringing that together so companies can unlock the value from the terabytes and petabytes of data that's that are connected world is now able to produce, >>How does the IOT world come in? We've been again, I did a panel I think two years ago called you know the industrial IOT Armageddon. And it was really kind of point, it was kind of provocative title but the point was you know, the industrial connections are all devices now and they're connected to the network security. Super important, this industrial revolution includes this new edge, it's gotta be smarter and intelligent. What's your take on that? >>Absolutely, it is about the edge, it's about devices, it's about delivering capturing the data from the emptying devices. We've recently heard about the chip shortage which gives you an idea that there is so much utilization of compute power everywhere in the world and the world is becoming very software defined. So whether it's software defined machines, software defined products, the washing machines that he that we use at home, the cars we use at home, there everything is gradually becoming, not gradually, I'd say rapidly becoming intelligent and so that edge or IOT is the foundation stone also everything we're talking about. >>Well you mentioned software on a chip, S. O. C. Um, that's a huge mega wave coming. That's gonna bring so much more compute into smaller form factors. Which leads me to my next question, which kind of, I'm kind of answering for myself, but I'm not a manufacturing company, but why should they care about this trend from a business perspective? Besides the obvious new connection points? What's really in it for them? >>Yes, it's a big topic right now, is, is this topic of resilience? Right, So that's one aspect uh, this the pandemic has taught us that resilience is a core objective. The second objective which which is front and center of all CEOS, or CEOS, is out performance. And so what we're seeing is is out performance, are investing in technology for many goals, right? So it's either sustainability which is a big topic these days and huge priority. Uh it's about efficiency, it's about productivity, it's also now more and more about delivering a much stronger customer experience, right? Making your products easier to use much easily consumable as well. So, if you, when you pull it all together, it's it's an end to end thinking about using data to drive those objectives of out performance, as well as resilience. >>What's the progress being made so far in the manufacturing industry on this front? I mean, is it moving faster? Are you mentioned accelerating? But where is the progress bar? Right now? >>So, I think as we came into 2020, I would have described it as we were starting to enter the Chapter. Two companies were moving from experimentation to really thinking of scaling this and and what we found is the pandemic really caused a big focus on these. As Winston Churchill has been attributed the court never waste a good crisis. So a lot of ceos, a lot of executives and leadership really put their What their energy into accelerate industrial transformation. I think we relieve 2/3 southwell have been able to accelerate the industrial transformation. So the good news is, you know, companies don't have to be convinced about this anymore. They're really they're focuses on what's where should I start? Where should I focus on what should I do next? Right is really the focus and they're investing instead of two types of technologies is the way we see it, what I would call foundational technologies because there's a recognition that to apply the differentiating technologies like Ai and captured and taking value of the data, you need a strong architectural foundation. So whether it's it's cybersecurity, it's what we call it, the integration, connecting the devices back to to the mother ship and it's also applying cloud. But cloud in this context is not about typically what we think is public cloud or or or central spot. It's really bringing cloud like technology is also to the edge I. E. To the plant or to the device itself, whether it's a mobile device or a physical device. And that foundation is the recognition that you've got to have the foundation, that you can build your your capabilities on top, whether it's for customers or clients and colleagues >>as a great insight on the architecture, I think that's a successful playbook. Um It sounds so easy, I do agree with you. I think people have said this is a standard now, Hybrid cloud the edge, pretty clear visibility on the architecture of what to do or what needs to be done, how to do it almost story. So I have to ask you, we hear this barriers, there's always blockers. I think Covid released some of those, relieved some of those blockers because people have to force their way into into the transformation. But what are those barriers um that that are stopping the acceleration for customers to achieve the benefits that they need to see. >>Yes. So I think 11 key barrier is is a recognition that most of our plants or manufacturing facilities that supply chains really run run in a brownfield manner. I there's so many machines, so many facilities that have been built over decades. So there's a there's a proliferation of different ages of devices, machines, etcetera. So making sure that there is a focus on laying out the foundation. That's a key key barrier. Uh There is also a concern that uh you know, the companies have around cybersecurity, the more you connect, the more you increase the attack surface and we know that that acts and so on are the dominant issue. Now, whether it's for ransom, fair or for or for other malicious reasons, uh and so modernizing the foundation and making sure you're doing it in a secure way. Those are the key concerns that executives have. And then another key barrier I see is making sure that you have a key key core objective and not making sure making too many different varied experimentation bets. So keeping a focus on what's the call? Use case of benefit your after and then what's the foundation to make sure that you're going after it? Like I said, whether it's quality or productivity or such, like >>So the keys to success that I get this right is gonna have the right framework for this, as you say, industry 4.0, you got to understand the collaborative dynamics and then have an ecosystem. Yeah, can you unpack those three things? Because take me through that, you got to the framework, the collaboration and the ecosystem. What does that mean? Specifically? >>So uh the way, I think the simplest way to think of it as the amount of work and effort that all companies have been put in is so great in front of them, the opportunities are so great as well uh that nobody can hire all the smart people that are needed to achieve the goals. Everybody has their own specific I would say focus and capabilities they bring to bear. So the collaboration between manufacturers, the collaboration between operational technology companies like the Seaman's, A B B, Schlumberger's, etcetera. And and it technology companies like ourselves that three part collaboration is sort of the heart of what I see as ecosystems coming together. The other dimensionality of ecosystems is also looking at it from a supply chain or value chain perspective because how something becomes more intelligent or smarter or more effective is also being able to work across the supply chain or value chain. So those, those are our key focus areas, make sure we are collaborating across value chains and supply chains as well as collaborating with manufacturers and oT operational technology companies to be able to bring these digital capabilities with the right capabilities of operational technology companies into the manufacturers. >>If I asked you, how is you doing that? What specifically would you say? I mean, how are you collaborating? What's some examples, give some examples of of this in action? >>Certainly. So we recently announced uh over the last say nine months or so, three strategic very translated partnerships. The first one I'll share with you is uh is which number number two is the world's largest oil field services company and now also the world's largest distal technology company for the oil and gas industry. So we've collaborated with them to bring hybrid cloud to the digital platforms so they now can deploy the capabilities to any customer regardless of whether they want it in country or on a public cloud. Another example is we've we've established a data platform which number J for the oil and gas industry to be able to bring again that data platform to any location around the world. The advantage of hybrid, the advantage of A. I with the B. B. What we've done is we've taken our smarts in I. T. Security connected with their products and capabilities for operational systems and now are delivering an into institution that you can get cyber alerts or issues coming from from manufacturing systems right down to right up to an I. T. Command center where you're seeing all the events and alerts so that they can be acted upon right away. So that's a great example of collaborating with from a security point of view. The 3rd 1 is industrial iot with ceilings and we've partnered with Siemens to deliver their minds Fear Private cloud edition delivered on our red hat Hybrid cloud. So this is an example where we are able to take our horizontal technologies, apply it with their vertical smarts and deep industry cause of context put our services capabilities on top of it so they can deliver their innovations anymore. >>It is such an expert on this, such a great leader on this area. And I have to ask you, you know, you've been in this um mode of evangelizing and leading teams and building solutions around digital re platform or whatever you wanna call her innovation. Um what's the big deal now? If you had to? I mean, it seems like it's all coming together with red hat under the covers, get distributed networks with the edge, it's all kind of coming together now for the verticals because you get the best of both worlds programmable scalable infrastructure with modern software applications on top. I mean you've been even even in the industry for many, many waves, why is this wave so big and important? >>So I think there is no longer uh big reason why it's important. I think there's no no reason why companies have to be convinced now the clarity is there, that this needs to happen. So that's one. The second is I think there is a high degree of expectation among consumers, among employees and among among customers as well that everything that we touch will be intelligent. So these technologies really unlock the value, uh unlock the value and they can be deployed at scale. That's really, I think what we're seeing as the focus now and being able to deliver the innovation anywhere, whether someone wants it at the edge next to a machine that's operating or be able to look at how a manufacturing facility or different product portfolio is doing in the boardroom, it's all available and so that shop floor, the top floor connection is what everybody is aiming for. We also now called edge to enterprise >>And everything works better. The employees are happy, people are happy to, stakeholders are happy finish. Great insight. Thank you for sharing here on the Cube for think 2021. Thanks for coming on the Cube. >>Absolutely. Thanks for having me. >>Okay. I'm John Kerry hosted the queue for IBM think 2021. Thanks for watching. Yeah. Mm. Yeah.

>> Welcome everyone to the Cube Virtual. I'm your host, Rebecca Knight. With me today is Clint Poole, who is the head of marketing at Onshape for PTC. Clint, welcome to the Cube. >> Well, thanks for having me. Appreciate it. Great to be here. >> It is a pleasure to have you. And we are here marking the one-year anniversary of PTCs acquisition of Onshape, which PTC acquired last year for just under five, 500 million dollars. Congratulations. >> Thank you. >> So tell our viewers a little bit about Onshape. It is a true software and service company that helps product developers, by combining computer-aided design and with data management and collaboration tooling. Tell our viewers a little bit more about Onshape and why this space is growing so fast. >> I'm happy to do that. Onshape is the first cloud native, meaning it was built in the cloud for the cloud product development platform. And what that really means is it enables product designers, engineers from across the globe to create and collaborate on the development of any type of product. From mundane, household goods to very complex technology for the automotive industry. And it was founded actually by a group of folks who built the largest player in this market already. Won't be named. And they knew , intimately, the challenges that customers were facing with the old technology, which was the only technology available, when the previous set of products was built. So that was the motivation. It's very centered on the mission of the customers and what they're trying to do. And the way that we see it as is our role is just to give them a better set of tools so they can enable, to enable them to accomplish their mission of creating better products for a better world. >> So in terms of the challenges that customers face in this realm, can you dig in a little deeper there and talk, talk about what customers are trying to accomplish here? >> Well, they were trying to create, in whatever sector they work, the best possible products for their end customers, sets of customers. And the challenges are it's hard enough to ideate and design, but historically they've been restricted in the way that they had to work, because the technology that was available. The second generation of technology that most people are using today, wasn't built for global collaboration and most organizations, even if they're a small business, are collaborating with suppliers outside of the organization who are across the globe, different time zones, different locations. And certainly, for larger companies, you know, you have global design teams and, you know, their ability to work in real time on the set, the same set of models, same set of data is restricted. So we really unlock that challenge for them and just give them the power to work the way that they want to for the modern era. >> Empowering these people to collaborate. And as you said in real time, which is so critical, right now. >> Correct. So we've seen the SaaSification in CRM and also in human resources, in other things. Is this product lifecycle management, is this just a logical extension of those trends, in your mind? >> It is. I mean, again, this is, you know, Onshape itself was founded because this was an industry that hadn't seen much innovation in, really, decades on the product development side. And the team set out to build, you know, the only SaaS native product in the market. And we're seeing an increased adoption of the platform. Really was a natural extension of a macro trend called digital transformation, right? That's something this entire sector has been focused on. Manufacturers and product development teams have been focused on transforming their businesses and in every facet, whether it's, you know, enabling engineers to work from anywhere, if it's bringing additive manufacturing, 3D printing into the supply chain, robotics and factory automation on the factory floor, digitization of the supply chain, et cetera. You know, that macro trend has been going on for some time. And the industry, because it's so complex, has sort of been laggard in the adoption. And some are more mature along that digital transformation curve than others. Or what you saw with the pandemic was an absolute accelerated need to make movement and to become more mature, because you, really, you couldn't even work. You couldn't work the way that you had traditionally for 20 years. And it requires a completely different set of tools to accomplish the same set of goals. And, you know, we were built for the future and the future was accelerated by, you know, external crisis that no one could predict, but it is opening manufacturer's and design teams eyes to what they could accomplish if they work differently. >> So, as you're saying, a lot of companies are under a lot of stress and strain because of the pandemic, but it's also been a time for a lot of innovation and ingenuity and resourcefulness. And you said yourself that the pandemic has been almost a forcing mechanism to make companies make changes that maybe they had planned to make within the next five or 10 years. And they're having to make them now, out of necessity. So what kinds of products are you seeing customers making that's particularly interesting, in relation to the COVID-19 pandemic? >> Yeah. You know, our, again, the vision for us, which is it's a customer centric vision was always to give them something, our customer, a platform to enable them to make better products for a better world. That's our, our joint mission. And so pre-pandemic I described a little bit, you know, there's everything from the mundane to light switches. And lighting to really, really cool tech, you know. You know, battery packs for electric vehicles and even more socially conscious products like farm bots and affordable prosthetics. What has been incredible during the COVID crisis is engineers around the world have really come together and you know, focused on areas where they could help and particularly in the healthcare sector, which has been under siege with patients and was facing a shortage of supplies and in particular personal protective equipment, PPE and ventilators. And we watched these groups of teams, you know, sometimes formally under makeshift non-profits, and sometimes just informally with groups of engineers in their local community. You know, really thinking outside of the box and doing things like retrofitting scuba gear to be a medical grade masks and delivering those to their local hospital care providers. Designing, you know, face shields that could be easily manufactured with 3D printing locally and source and deliver. And folks taking all their equipment and retrofitting it to be ventilators, you know, and again, you know, mass manufacturing them as, as fast as they could in their local communities. It was really at the local level and you're seeing it globally. And it was incredible to watch the power of this customer community and what they can do. It was a living example of what we call innovation for good. >> Well, I definitely want to talk more about innovation for good, but of course, there's that Winston Churchill quote, never let it never let a crisis go to waste. It sounds as though the way you're talking about the way these engineers have come together, it's really inspiring. And it sounds, they got really creative. Do you think that this will be a lasting trend or does it take a crisis situation to have these people come together to solve these really difficult problems? >> No, this is a group of folks who solve problems every day and that's their persona. It's their passion and, you know, our role in their lives is to give them better capabilities to do that. It was just an opportunity for a set of professionals who are uniquely qualified to solve a problem in real time to come together. But it did show that what the modern workforce should look like for the sector. It showed how mint product design teams and manufacturers could collaborate globally, all right? Some of these groups of non-profits, were pulled together globally, overnight. You know, engineers who've never met each other, working across time zones on products. And then also with the advancements in manufacturing, additive manufacturing, 3D printing, you could build things locally, right? So maybe you don't need a global supply chain. It really was an illustration of how the industry needs to rethink how it designs, how it works and how it delivers products. There's ways to do things on a global basis more quickly, there's ways to source things locally and rethink supply chains. So it was really an inflection moment for a group of folks who've been trying to advance really better products for a better world, for some time. >> How do you see this confluence of CAD and PLM workflow affecting society in the coming decades? >> It really comes back to the joint mission that, you know, Onshape has with our customers and everybody in our space has with our customers. Developing better products for a better world. The idea of bringing those technologies together was integrating CAD with the management capabilities and a SaaS platform was all about enabling product teams to more easily collaborate on designs with colleagues or external vendors in real time, across locations, across time zones and not being inhibited by legacy technology. And this means that they can spend more time iterating on actual ideas and actually doing designing and focused on innovation and, and less time on the menial tasks that the former technology required of them. You know, administrative tasks, always tasks in every sector, inhibit innovation and good work. And, you know, because that's been removed what you're going to see as a better outcome at the end of the product development process. And that benefits everyone because as we've, as I said, they're working a lot of these folks are working on socially conscious products. They're all working on products that make our daily lives better as consumers, as patients and as customers. >> And making things better for society too. And importantly, they're enjoying their jobs more, which leads to bet better engagement and better productivity too. >> Correct. No employee likes to show up and have headaches with the way that you're supposed to work. And it's never been a driver of employee engagement. And for types of employees like this, who have this intellectual curiosity, you know, for the ability to expand that the scope of the team that they'd work on to give them more access to other intellectuals and professionals like themselves, and other times zones across the globe, you know, all brought together in a singular technology platform and empowered by it. You know, it is really a new way of thinking in a new way of working. Which yes, it drives our employee engagement, because this is, it suits their their persona and it suits how they want to work here. And that's a good thing for everybody because when employees are showing up fully engaged and fully empowered to do their best work, you have a better outcome. >> And excited to solve these important problems. You know, we talk a lot on the Cube about tech for good, and this is the theme innovation for good, which has been a theme of our conversation here today. And it's also an event that the Cube is co-hosting with you next month. The event is December 9th. What can people look forward to at the innovation for good event? Who should attend? What's in it for them? Give us the lowdown. >> Yeah. I mean, everybody who's involved in the product development and manufacturing sector, anyone who's involved in the development and the design and the development and manufacturing of products will benefit from the content that they'll see. And it's educators, it's professionals. You're going to hear from actual customers who are doing this, who are doing the actual work. You know, everything we do in Onshape is about the customer. You know, we enable the great work of other people, just to be very clear. And so you're going to hear from technology companies, aerospace companies, defense companies and academia. What they're doing to solve these challenges, what they're doing to leverage technology, to drive innovation for good. And you're going to walk away with insights of what you can do differently inside your workforce. >> So it will be actual news you can use and bring back to your company and apply the lessons that you're learning at the event. >> Correct. >> Excellent. Well, Clint Poole, a really, a pleasure to talk to you. By all means, join us on December 9th for Onshape's innovation for good event. We'll put the link in the description of this video. So please register and add the event to your calendar. We hope to see you there. Clint, again, thank you so much for coming on the Cube. Real pleasure talking to you. >> My pleasure. Hope it really joins us. >> Indeed. >> I'm Rebecca Knight. Stay tuned for more of the Cube Virtual.

>> Woman: From theCube studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is theCube conversation. >> Hey, welcome back everybody. Jeff Frick here with theCube coming to you from our Palo Alto studios to have a Cube conversation with a real leader in the industry he's been publishing for a long, long time. I've been following him in social media. First time I've ever get the met in person and kind of a virtual COVID 20, 20 way. And we're excited to welcome into the studio. Bob Evans. He's a founder and principal analyst, the Cloud Wars Media coming to us. Bob where are you coming to us from today? >> In Pittsburgh today. Jeff. Good to see you. >> Awesome. Pittsburgh Pennsylvania. There's a lot of Fricks in Pittsburgh Pennsylvania cause Henry Clay was there many moons ago so that's a good town. So welcome. >> Thank you, Jeff. Thanks. Great to be here. And I look forward to our conversation. >> Absolutely. So let's, let's jump into it. So I know you attended today, the Citrix Cloud Summit you know, we've covered Citrix energy in the past this year, they decided to go we'll obviously virtual like everybody did but they, you know, they did something a little creative I think as, and they broke it into pieces, which, which I think is the way of the future. There's no reason to necessarily aggregate all of your news, all of your customer stuff, all your customer appreciation, the party the partners, all for three days in Vegas. Cause that's the only time you could get the Science Convention Center. So today was the Cloud Summit all day long. First off, just, you know, your general impressions of the event, >> Jeff, you know, I just thought that the guys had hit a really good note about what's going on in the outside world. You know, sometimes I think it's a little awkward when tech companies come in and the first thing they want to talk about is themselves, which I guess in some ways fine but I think the Citrix guys did a really good job at coming outside in here's what's going on in the outside world. Here's how we as a technology player trying to adapt to that and deliver the maximum value to our customers in this time of unprecedented change. So I thought they really nailed that with cloud and some of the other big topics that they laid out >> Great. And you've been covering cloud for a long time and, and you know, COVID is, we're still in it. There's a lot of really bad things that are happening. There's hundreds of thousands of people that are dying and a lot of businesses are getting crushed especially hospitality, travel you know, anything that relies on an aggregation of people. Conversely though we're, we're fortunate to be in the IT industry and in the information industry. And for a lot of industries, it's actually been kind of an accelerant. And one of the main accelerants is this, you know kind of digital transformation and new way to work. And some of these things that were initiatives in play but on March 15th, approximately it was go, right? It was Light switch no more planning, no more talking, it's here now. Ready, set, go. And it's in, you know, Citrix is in a pretty good position in terms of the products that they offer, the services that they offer, the customer base that they have to take advantage of that opportunity and, and you know, go to this, we've all seen the social media memes right? Who's driving your digital transformation the CEO, the CIO, or COVID. And we all know what the answer to the question is. They're pretty well positioned and it seems like, you know, they're doing a good job kind of doubling down on the opportunity. >> Jeff. Yeah. And I'd sure echo your, your initial point there about the nightmare that everybody's experienced over the last six or seven months. There's, there's no way around that yet. It has forced in these categories like, you know, that we've all heard hundreds of thousand time digital transformation to the point where the term almost becomes a cliche but in fact right? You know, it has become something that's really you know, one of the driving forces, touching everybody in the planet, right? There's, and I think digital transformation. Isn't so much about the technology, of course but it's because, you know, there's a couple billion people around the world who want to live digitally enhanced digitally driven lifestyles. And the pandemic only accelerated that as you said. So it triggered things you know, in our personal lives and our new set of requirements and expectations sort of rippled up to the B2C companies and from them back up to the B2B companies So every company on earth, every industry has had to do this. And like you said, if they were, deluding themselves maybe telling themselves these different companies that yeah, we're going fast, we're aggressive. Well, when this thing hit earlier this year as you said, they just had to really slam their foot down. I think that David Henshall from Citrix said that they had some companies that had, they were compressing three years into five months or he said in some cases even weeks. So it's really been extraordinary. And cloud has been the vehicle for these companies to get over into their digital future. >> Right. And let's talk about that for a minute because you know, Moore's law is my favorite law that nobody knows which was, you know, we tend to underestimate, excuse me we tend to overestimate the impact of technology in the short term of specific technology and underestimate the longterm impact. You know, Gardener kind of uses a similar thing with the hype cycle. And then you know, the thing goes at the end, you know, had COVID hit five years ago, 10 years ago, 15 years ago you know, the ease in which the information workers were able to basically just not show up and turn on their computer at home and have access to most of their tools and most of the security and most of their applications that wasn't even possible. So it's a really interesting, you know, just validation on the enabler that we are actually able to not go to work on Tuesday the 16th or whatever the day was. And for the most part, you know, get most of our work done. >> Yeah. Yeah. Jeff, you know, I've thought about it a lot over the last several months. Remember the big consultant companies used to try to do these measures of technology and they'd always come out and say, well, we've done all these studies. And despite the billions of dollars of investment we can't show that IT has actually boosted productivity or, you know, delivered an ROI that customers should be happy with. I was always puzzled by some of the things that went into those. But I would say that today over these last six or seven months to your point, we have seen extraordinary validation of these investments in technology broadly. But specifically I think some of these things that are happening with the cloud, you know, as you've said how fast some companies have been able to do this and then not remarkable thing, Jeff right. About human nature. And we hear a lot about in, in when companies change that relative to changing human behavior changing technology is somewhat easy but you try to change human behavior and it's wicked. Well, we had this highly motivating force behind it, of the pandemic. So you had a desire on the part of people to change. And as you pointed out, there's also this corresponding thing of, you know, the technology was here. It was right. You've got a fast number of companies delivering some extraordinary solutions. And, you know, I thought it was interesting. I think it was a Kirsten Kliphouse from Google cloud. One of Citrix's partners who said that we're two best of breed companies, Citrix and Google cloud. So I thought that, that coming from Google you know, that is very high praise. So again, I think the guys at Citrix are sort of coming into this at the right time with the right set of outside in-approaches and having that flexibility to say that we're moving into territory nobody's ever been both been in before. So we better be able to move as fast as possible. >> Right. Right. And, and just to keep going down the quote line, you know once everyone is taken care of and you, you deal with the health and safety of your people which is a number one, right? The other thing is the great Winston Churchill quote which has never let a good crisis go to waste. And I think you know, David talked about in that, in his keynote that this is an opportunity, He said to challenge assumptions, challenge the models of the past. So, you know get beyond the technology discussion and use this really as a catalyst to rethink the way that you do things. And, you know, I think it's a really interesting moment because there is no model right? There is no, there is no formula for how do you reopen, there was no playbook for how do you shut down? You know, it was, everybody's figuring it out. And you've got kind of all these concurrent processes happening at the same time as everyone tries to figure it out and come to solutions. But clearly, you know, the path to, to leverage as much as you can, is the cloud and the flexibility of the cloud and, you know the ability to, to expand, add more applications. And so, you know, Citrix again, right place, right time right. Solution, but also you know, taking an aggressive tact to take advantage of this opportunity, both in taking care of their customers, but really it's a real great opportunity for them to change a little bit. >> It is. And Jeff, you know, I think if I could just piggyback on you know, your, your guy there Winston Churchill, one of his other quotes, I love it too. And he said, if find yourself crawling through hell, keep going. And I think so many companies have really had to do that now. It's, it's not ideal. It's not maybe the way they plan it but this is the reality we're facing here in 2020 and a couple of things right? I think it requires a new type of leadership within the customer companies right? What, how the CEO gets engaged in saying, I, I'm not going to relegate this to the CIO for this to happen and something else to the CMO. They've got to be front and center on this because people are pretty smart. And then the heightened sensitivity that everybody in every business has around the world today if you think your CEO is just paying lip service to this stuff about digital transformation and all these changes that everybody's going to make, the people aren't going to buy into it. So you've got the leadership thing happening on the one side and into that it's not a vacuum, but into that void or that opportunity of this unprecedented space that you mentioned come the smart, capable forward-looking technology companies that are less concerned with the stuff that they've dragged along with them for years or decade or more. But instead of trying to say, what is the new stuff that people are going to be desperately in need of and how can I help these customers do things that they never did before? It's going to require me as a tech company to do stuff that I've never done before. So I, I've just been really inspired by seeing a lot of the tech companies doing what they are helping their customers to do which is take a product development cycle, look at all the new stuff that came out around COVID and back to work, workspaces. And so on what Citrix, you know others are doing like this, the product development cycles Jeff, you study this stuff closely. It's, it's almost unimaginable. If you had said that somebody within three months within two months, we're going to have a new suite of product available we would have said it just, it's not possible the nice idea but it can't work, but that's happening now, right? >> Yeah. Isn't it interesting that had you asked them on March 10th, they would have told you it's not possible. And by March 20th, they were doing it. >> Yeah. >> At scale, huge companies. And to your point, I think that the good news is they had kind of their own companies to eat their own dog food and get their own employees you know, working from home and then, you know, bake that into the way that they had their go to market. But let's talk a little bit more specifically about work from home or work from anywhere or the new way to work. And it's funny cause that's been bantered about for, for way too long, but now, now it's here. And most indications are that for many people, many companies are saying you're not going to go back for a while. And even when you do go back it's going to be a lot different. So, you know, the new way to work is really important. And there's so much that goes into that. And one of the big pieces that I'm encouraged to hear is how do you measure work? And, you know, there's a great line I heard where, you know work is an output. It's not a place to go. And, you know, I had Martin Michaelson early on in this thing, and he had the great line, you know it's so easy to fake it at work, you know, just look busy and walk around and go to all the meetings where with a work from home or work from anywhere. What the leadership needs to do is, is a couple of things. One, is measure output right? Not activity. And you know, it's great. People can have dinner with their family or go see the kid's baseball game. Or I guess they don't have a baseball games right now but, you know, measure output, not activity which is, doesn't seem to be that revolutionary. But I think it kind of is. And, and then the other thing is really be an enabler and be a, an unblocker for people in terms of a leadership role right? Get out, help get stuff out of the way. And, but unfortunately, the counter is, you know how many apps does a normal person have to interact with every day? And how many notifications do those apps fire off every day between Slack and Asana and Salesforce and, and texts and tweets and everything else. You know, I think there's a real opportunity to take a whole nother level of productivity improvement by removing these, these silly distractions automating, you know, as much of the crap away as we can to enable people to use their brains and have some quiet time and think about things and deliver much better value than this constant reaction to nonstop notifications. >> Yeah. Yeah. Jeff, you know, I loved your point there about the difference between people's outlook on March 10th versus on March 20th. And I believe that, you know, all limitations are self-imposed, right? We tend to form constructs around how we think and allow those then to shape and often restrict or confine our behavior. And here's an example of the CEO of Novartis Pharmaceutical Company. He said, we have been brought up in the pharmaceutical industry to believe that it is immutable law of physics that it's going to take 12 and a half years and two and a half billion dollars to get a new drug approved. And he said in the past with the technology and the processes and the capabilities that that was true it is not true today yet too often, the pharmaceutical industries behave like those external limitations are put in there. So flip that over to one of the customers that, that was at the Citrix Cloud Summit today Jim Noga, who's the CIO at Mass General Brigham. I thought it was remarkable what he said when you asked about how are things going with this work from home? Well, Jim Noga the CIO there said that we had been averaging before COVID 9,000 virtual visits a month. And he said since then that number has gone up to a quarter of a million virtual visits a month or it's 8,000 a day. So they're doing an a day what they used to do in a month. Like, you said it, you tell them that on March 10th, they're not going to believe it but March 20th, it started to become reality. So I think for the customers, they're going to be more drawn to companies that are willing to say, I see your need. I see how fast you want to move. I see where you need to go and do things you never did before. I'm willing to lock elbows with you, and go in on that. And the tech number is that sort of sit back and say, ah well, I'd like to help you there, but that's not what I do. They're going to get destroyed. They're going to get blown out. And I think over the next year or two, we're going to see this massive forcing function in the tech industry. That's going to separate the companies that are able to move at the pace of market and keep up with their customers versus those that are trapped by their past or by their legacy. And it is, going to be a fascinating talk. >> So I throw on a follow up to make sure I understand that number. Those are patient visits per unit time. >> Yeah. At Mass Brigham. So he said 9,000 virtual visits a month is what they're averaging before COVID. He said, now we're up to 250,000 virtual visits per month. >> Wow. >> So it's 8,000 a day. >> Wow. I mean the thing that highlights to me, Bob, and the fact that we're doing this right now, and none of us had to get on an airplane is, you know, I think when people think back or sit back and look at what does this enable? right? What does digital enable? Instead of saying instead of focusing what we can't do, like we can't go out and get a cup of coffee after this is over and we can't and that would be great and we'd have a good time but conversely, there's so many new things that you can do right? And you can reach so many more people than you could physically. And, and for like, you know, events like the one today. And, you know, we cover events all the time. So many more people can attend if they don't have the expense, of flying to Vegas and they don't have to leave the shop or, you know, whatever the limitations are. And we're seeing massive increases in registrants for virtual events, massive increase in new registrants. Who've never attended the, the events before. So I think he really brings up a good point, which is, you know, focus on what you can do and which is a whole new opportunity a whole new space, if you will, as opposed to continuing to whine about the things that we can't do because we can't do anything about those anyway >> No, and you know, that old line of a wish in one hand and spit in the other and see which one fills up first (laughs) you know, one of the other guests that that was on the Cloud Summit today Jeff, I don't know if you got to see 'em, but Steve Shute from SAP who heads up their entire 40,000 person customer success organization he said this about Citrix. "Citrix workspace is the foundation to provide secure cloud based access for this new generation of remote workers." So you get companies like SAP, and, you know, you want to talk about somebody that has earned its way into the, you know the biggest companies in the world and how they go along. You know, it's pretty powerful. They end up, your point Jeff, about how things have changed, focus on what we can do. The former CEO of SAP, Bill McDermott. He recently said, we think of phones as, you know, devices that help us be more productive. We think of computers as devices that help us be more productive. He said, now the world's going to start thinking of the office or the headquarters. It's a productivity tool. That's all it is. It's not the place that measures Hey, he was only at work, four days today. So, you know, he didn't really contribute. It's going to be a productivity tool. So we're going to look at a lot of concepts and just flip them upside down what they meant in February. Isn't going to to mean that much after this incredible change that we've all been through. >> Right. Right. Another big theme I wanted to touch base with you on it was very evident at the at the show today was multicloud right and hybrid cloud. And, you know, I used to work for Oracle in, in the day. And you know Amazon really changed the game in, in public cloud. The greatest line, one of Jeff's best lines is you know, we had seven year headstart. Nobody even was paying attention to the small book seller in Seattle and they completely changed enterprise technology. But what came across today pretty clearly right? As horses for courses, and really focusing at the application first right? The workload first and where that thing runs and how that thing runs, can be any place in that in a large organization you know, this is pick an airline or, or a big bank right? They're going to have stuff running at Oracle. They're going to have stuff running at AWS. They're going to have stuff running on Google. They're going to to have stuff running in Azure. They're going to have stuff running in their data center. IBM cloud, Ali Baba. I mean there's restrictions for location and, and data sovereigncy and all these things that are driving it. And really, you know, kind of drives this concept where the concept of cloud is kind of simple but the actual execution day to day at the enterprise level and managing and keeping track of this stuff, it is definitely a multicloud hybrid cloud. Pick your, pick your, your adjective but it's definitely not a single cloud world. That's for sure. >> Yeah. Yeah. And Jeff, you know, the Citrix customer that I mentioned earlier, Jim Noga is that the CIO at mass General Brigham, one of the other points he made about this was he said he's been very pleased about some of the contributions that cloud has made in, in, in his hospital organizations, you know transformation, what they've been able today and all the new things that they're capable of doing now that they were not people poor. But he said, you know, cloud is a tool. He said, it's not Nirvana. It's not a place for everything. He said, we have some on-premises systems. He said, they're more valuable now than they were a couple of years ago. And then we've got edge devices and we have something else over here. He said, so I think his point was it's important to put the proper value on cloud for all the things it can do for a specific organization, but not the thing that it's a panacea for everything though, big fan, but also a realist about it. >> Great. >> And so from that to the hybrid stuff and multicloud and I know all the big tech vendors would love it and say Oh no, it's not a multicloud, but just be my cloud. Just, just use my stuff. Everything will be easy, but that's not true. So I think Citrix position itself really well big emphasis on security, big emphasis on the experience that employees need to have. It isn't just sort of like a road war you loose five or seven years ago, as long as he, or she can connect through email and, you know, sending a sales data back and forth, they're all set. Now. It's very different. You've got people sitting in a wildly different environments for, you know, six, eight, 10 hours a day and chunk of an hour or two or three here or there. But that, that seamless experience always dependable, always reliable is just, you know, it can't be compromised. And I just thought you have one you know, high level thought about what happened. It was impressive for me to see that Citrix certainly a fine company put it. It's not one of the biggest tech companies in the world but look at the companies we have, the Microsoft, SAP talking about Google Cloud, AWS, you know, up and down the line. So I just thought it was really impressive how they showed their might as sort of a part of a network effect that is undeniable right now. >> Right. Right. And I think it's driven, you know, we hear over and over right? I mean, co-opertition is a very Silicon Valley thing. And ultimately it's about customer choice and the customer's going to choose you know, kind of by workload, even if you will or by budget as to what they're going to do where so you have to be able to operate in that world or you're going to be you're going to get, you're going to get left out unless you're just super dominant and it's a single application and they built it on you and that's it. But that's not realistic. I want to shift gears a little bit Bob, since I'm so happy to be talking to you on another topic, that's, that's a big mega trend and we're slowly seeing more and more applications. That's machine learning and artificial intelligence and you know, and, and the generic conversations about these remind me of the old big data conversations. It's like okay. So what you know, who cares? It doesn't really matter until you apply it. And with all these new applications and even just around the work from home that we discussed earlier, you know, there's so many opportunities to apply machine learning and AI, to very specific functions and tasks to, again, help people prioritize what they're going to do help people not have to deal with the crap that they shouldn't have to do. And really, you know at a whole another level of, of productivity really, based on a smarter way to help them figure out what am I going to do in my next, my next marginal minute? You know, cause ultimately that's the decision that people make when they're sitting down getting work, done it, how do they do the best work? And I think the AI and machine learning opportunities are gargantuan. >> Jeff. The point you made a few minutes ago about, you know, we tend to overestimate the impact of a new technology in the short term and underestimate it, what it'll be overtime well, we've been doing that with AI for the last 40 years but this is going to be sort of the golden age of it. And one of the reasons why I have been so bullish on cloud is it presents like the perfect delivery system for it. This is we see in medicine, there's sometimes breakthroughs at the laboratory level where they've got the new breakthrough medication but they don't have the bullet. They don't have the delivery system to get it in there, cloud's going to be an accelerator for that. And it gives the tech companies, which and this is going to be very good for customers, every big tech company. Now as a data company, every company says, it's an analytics. Everybody says I'm into AI. Every company says I'm into ML. And in a way that's real good for customers cause the competitive level is going to soar. It's going to bring more choice. As you said, the more customers more types of solutions, more sorts of innovation. And it's also going to be incumbent on those tech vendors. You've got to make it as easy as possible, as fast as possible for these customers to get the benefit of it. I think it was Thomas Kurian, the CEO of Google cloud said, Hey, you know, if, if a shoe company or a retailer or a bank had fantastic expertise in data science, they could go out and hire 200 data scientists do this all themselves. He said, but that's not what they do. And they don't want to do that. >> Right. >> So he said, come to the companies who can do it. And I think that we will see changes in how business works driven by ML and AI, unlike anything that we've ever seen. >> Yeah. >> And that's going to happen over the next 12, 18 months. >> Yeah. Baked into everything. Well, Bob, I really am excited that we finally got to catch up in, in person COVID style. Like I said, I've been following you for a long time. So I just gave you the last word before we sign off. You know, you've been in this business for a long time. You've seen lots and lots of waves. You know, this is just another wave with this, with this, you know, gasoline thrown on the fire with, with COVID in terms of the rate of change. And the, you know there's no more talking, the time to move is now, share kind of your perspective as to kind of where we are. And, you know, we're, we're not that far from flipping the calendar to 2021, which is a good thing you know, as you, as you look forward a little bit you know, what's in your mind, what's getting you excited. What's getting you up in the morning. >> Yeah. Jeff, I guess it comes down to this thing of, we, I think here late in 2020, everybody's got a reason to be pretty proud of what we have done, not only in the last six months but over the last several years, if you look at the improvements that have been made in health care and making it available to more people, in education the things that teenagers or young teenagers or even pre-teenagers can do now to learn and explore the world and communicate with people from all over the globe, there's a lot of great things going on, but I think we're going to look back on this point and say, this was, this was a pivot point here in mid and late 2020, when we stopped letting in some ways, as you described it earlier worrying so much about the things we can't do. And instead put more time into what we can do, what breakthroughs can we make. And I think these things we've talked about with AI and ML are going to be a big part of that, the computer industry or the tech industry, maturing and understanding they're not in charge. It's the customers who are in charge here. And the tech companies have to reorient themselves and reimagine themselves to meet the demands of this new fast changing world. And so I think those are some of the mega trends and more and more Jeff, I think these tech companies are going to say that the customers are demanding that the tech companies give them the gift of speed, give them the gift of engaging with customers in new ways, give them the gift of seeing the world as other people see it rather than just through the narrow lens of, you know sometimes the tech bubble that can percolate somewhere out sometimes out in the Palo Alto area. So I, I'm incredibly optimistic about what the future is going to bring. >> Well, Thank you. Thanks for Bob for sharing your insight. You can follow Bob on Twitter. He's got podcasts, he's very prolific writer and again, really, really a great to meet you in person. And thanks for sharing your thoughts >> Jeff, thanks so much. You guys do a fantastic job and it's been a pleasure to be with you. >> Thank you. Allright. He's Bob Evans. I'm Jeff Frick. You're watching theCube from our Palo Alto studios. Thanks for watching. We'll see you next time. (soft music)

>> Narrator: From theCUBE Studios in Palo Alto and Boston connecting with thought leaders all around the world, this is theCUBEConversation. >> Hey, welcome back everybody Jeffrey here with theCUBE we're in our Palo Alto Studios the calendar has turned to late September I still can't believe it. We're still getting through the COVID issue and as we've seen in the news companies are taking all different types of tacts and how they're announcing kind of their go forward strategy with the many of them saying they're going to continue to have work from home or work from anywhere policies. And we're really excited to have our next guest from Citrix. He's Tim Minahan, the EVP of Strategy and the CMO of Citrix, Tim great to see you. >> Jeff, thanks for having me. >> Yeah so love having you guys on we had Tamara on and Amy Haworth this back in April when this thing was first starting and you know we had this light switch moment and everyone had to deal with a work from anywhere world. Now, it's been going on for over six months, people are making announcements, Google, Facebook, Twitter I'm out in the Valley so a lot of the companies here locally saying we're probably not going to have you back for a very long period of time. You guys have been in the supporting remote workers for a really long time, you're kind of like Zoom right place, right time, right market and then suddenly this light switch moment, it's a whole lot more important than it was before. We're six months into this thing what can you share that you've seen from your customers and kind of the transition that we've gone from kind of the shock and awe back in March to now we're in late September almost to October and this is going to continue for a while. >> Yeah, Jeff well, if there is any silver lining to the global crisis that we're all living through, it's that it has indeed caused organizations in all industries really to accelerate their digital transformation and to rethink how they work. And so at Citrix we've done considerable crisis scenario modeling. Engaging with our own customers, with government officials, with influencers around the globe really to determine how will the current environment change, cause companies to change their operating models and to prioritize their IT investments. And it really boils down to while there's variations by geography and sector, our modeling points to three major shifts in behavior. The first is looking for greater agility in their operations companies are adopting more variable operating models, literally in everything from their workforce strategy to the real estate strategy, to their IT strategy to allow them to scale up quickly to the next inevitable, unplanned event or opportunity. And for IT this typically means modernizing their application environment and taking that kind of one to three year cloud transition plan and accelerating it into a few months. The second thing we're seeing is because of the pandemic companies are realizing they need to prioritize employee experience to provide a consistent and secure work experience wherever work needs to get done. Whether that's in the office, whether that's on the road or increasingly whether that's at home and that goes beyond just traditional virtualization applications but it's also for delivering in a secure and unified environment. Your virtual apps alongside your SaaS apps, your web apps, your mobile apps, et cetera. And then finally, as companies rapidly move to the cloud and they adopt SaaS and they moved to these more distributed IT operating models, their attack surface from a security standpoint expands and they need to evolve their security model to one that is much more contextual and understands the behaviors and the access behaviors of individuals so if you're going to apply security policies and you'll keep your company information and application secure no matter where work is getting done. >> That's a great summary and you know there's been lots of conversation about security and increased attack surface but now you had a blog post that you published last month, September 15th, really interesting. And you talked about kind of COVID being this accelerant in work from home and we talk a lot about consumerization of IT and apps but we haven't talked a lot about it in the context of the employee experience. And you outlined some really great specific vocabulary those people need to be able to sit and think and create and explore the way they want so they can become what they can be free from the distractions at the same time you go through the plethora of I don't know how many business apps we all have to interact with every single day from Salesforce to Asana to Slack to Outlook to Google Drive to Box to et cetera, et cetera. And as you point out here the distractions in I think you said, "People are interrupted by a text, a chat or application alert every two minutes." So that there's this real battle between trying to do higher value work and less minutiae versus this increasing number of applications that are screaming for my attention and interrupting me anytime I'm trying to get something done. So how do you guys look at that and say, hey, we've got an opportunity to make some serious improvements so that you can get to that and cut the employee experience so they can deliver the higher value stuff and not just moving paper down the line. >> Yeah, absolutely Jeff, to your point you know a lot of the tools that we've introduced and adopted and the devices we've used in the like over the years certainly provide some advantages in helping us collaborate better, helping us execute business transactions and the like. However, they've also added a lot of complexity, right? As you said, typical employees use more than a dozen apps to get work done often four or more just to complete a single business process like submitting an expense or a purchase order or approving time off. They spend another 20% of their time searching for information they need to do their jobs across all of these different applications and collaboration channels and they are interrupted by alerts and texts and chats every few minutes. And that really keeps them from doing their core jobs and so Citrix is committed to delivering a digital workspace solutions that help companies transform employee experience to drive better business outcomes. And we do that in three ways. Number one is leveraging our heritage around delivering a unified and secure work environment. We bring all of the resources and employee needs together, your virtual apps and desktops, your SaaS apps, your web apps, your mobile apps, your information and your content into one unified experience. We wrapper that in a contextualized security model that doesn't get in the way of employees getting their job done but understands that employees, their behavior, their access protocols and assigns additional security policies, maybe a second level of authentication or maybe turning off certain features if they're behaving a little bit differently. But the key thing I think is that the third component we've also over the past several years infused within this unified workspace, intelligence, machine learning, workflows or micro apps that really remove that noise from your day, providing a personalized work stream to that individual employee and only offering up the individual tasks or the insights that they need to get their job done. Really guiding them through their day and automating some of that noise out of their day so they can really focus on being creative, focus on being innovative and to your point, giving them that space they need to succeed. >> Yeah, it's a great point, Tim and you know one of the hot buzz words that we hear all the time right now is artificial intelligence and machine learning. And people talk about it, it's kind of like big data where that's not really where the opportunity is in kind of general purpose AI as we've talked to people in natural language processing and video processing. It's really about application specific uses of AI to do something and I know you guys commissioned looks like a report called Work 2035. There's a nice summary that I was able to pull off the internet and there's some really positive things in here. It's actually, you know it got some good news in it about work being more flexible and new jobs will be created and productivity will get a major boost but the piece  I wanted to focus on which piggybacks on what you're just talking is the application of AI around a lot of specific tasks whether that's nudges, personal assistance, wearables that tell you to get up and stretch. And as I think and what triggered as you said, as this person is sitting at their desk trying to figure out what to do now, you've got your calendar, you've got your own tasks but then you've got all these notifications. So the opportunity to apply AI to help me figure out what I should be focusing on that is a tremendous opportunity and potential productivity enhancer, not to mention my mental health and positive attitude and engagement. >> Yeah, absolutely Jeff, and this Work 2035 project that we undertook is from a year long effort of research, quantitative research of business executives, IT executives supplemented with qualitative research with futurist work experts and the like to really begin a dialogue together with governments, with enterprises, with other technology companies about how we should be leveraging technology, how we should be changing our operating models and how we should be adapting our business culture to facilitate a new and better way to work. And to your point, some of the key findings are it's not going to be Skynet out there in the future. AI is not going to overtake all of our jobs and the like it is going to actually help us, you're going to see more of the augmented worker that really not only offers up the insights and the tasks like we just talked about when they're needed but actually helps us through decision-making helps us actually assess massive amounts of data to better engage with customers, better service healthcare to patients and the like. To your point, because of this some jobs certainly will be lost but new jobs will be created, right? And some people will need to be the coaches or trainers for these bots and robots. You'll see things like advanced data scientists becoming more in demand, virtual reality managers, privacy and trust managers. And then to your point, work is going to be more flexible we already talked about this but the ability to allow employees to perform at their best and give them all the resources they need to do so wherever work needs to happen, whether that's in the office, in the field or at home but importantly for businesses and even for employees this actually changes the dynamic of what we think about as a workforce. We can now tap into new pools of talent not just in remote locations but entire segments that had because of our traditional work hub model where I build a big office building or a call center and people have to commute there. Now they can work anywhere so you think about recent retirees that have a lot of domain expertise can get back into the workforce, stay at home parents or stay at home caregivers can actually engage and use their skills and expertise to reengage in that workforce. These are really, really exciting things and then the last thing is, it will help us improve employee engagement, improve wellness and improve productivity by having AI help us throughout our day, guiding us to the right decisions and automating tasks that typically added noise to our day so that we can focus on where we as humans are great which is some of the key decision-making, the creativity, the innovation to drive that next wave of growth for our companies. >> Yeah it's really interesting the kind of divergence that you're seeing with people in this opportunity, right? One of the benefits is that there is no script in how to move forward today, right? This has never happened before, especially at the scale so people are trying all kinds of things and you're talking about is a lot of positive uses of technology to an aide or to get blockers out of the way and help people do a better job. Unfortunately, there's this whole other track that we hear about, you know monitoring, are you in front of your desk, monitoring how many Zoom calls are you on a day, monitoring all these silly things that are kind of old school management of activity versus kind of new school managing of output. And we've done a lot of interviews on this topic, one of Darren Murph from GitLab great comments, does it now as a boss, your job should be removing blockers from your people to help them do a better job, right? That's such a different kind of mentality than managing their tasks and managing the minutiae. So really a lot of good stuff and we could go for a very long time and maybe we'll have a followup, but I want to shift gears a little bit here and talk about the other big delta that impacts both of you and I pretty dramatically and that's virtual events or the fact that basically March 15th there was no more gatherings of people, period. And you guys we've covered Citrix Synergy in the past but this year you guys have gone a different kind of tact. And again, I think what's so interesting about it is there is no right answer and everyone is trying to experiment and we're seeing all different ways to get your message to the market. But then the other really important part of events is getting leads, right? And getting engagement with your audience whether that's customers, whether that's partners, whether it's prospects, whether it's press and analysts and everything else. So I wonder if you can share with us kind of the thinking you had the benefit of kind of six months into this thing versus a couple of weeks which a few people had in early May, you know how did you kind of look at the landscape and how did you come to the conclusion that for you guys, it's this three event you've got Citrix Cloud on October 8th, Citrix Workspace Summit on October 22nd and Citrix Security Summit on October 29th. What did you think about before you came to this decision? >> Yeah, it's a great question, Jeff and certainly we put a lot of thought into it and to your point what helped clarify things for us is we always put the customer first. And so, like many other companies we did have our Big User Conference scheduled for the May timeframe, but you know considering the environment at that time and companies were just figuring out how to get their employees home and working securely and safely, how to maintain business continuity. We felt the inappropriate at time to be able to be talking about future innovations and so on and so forth. So we made the decision to kind of put an end to our Citrix Synergy for the year and instead, we went through all this scenario modeling as I mentioned and we've accelerated our focus and our investments and our partnerships to develop new innovations to help our customers achieve the three things that they prioritize which is accelerating that cloud transition, that hybrid multicloud transition plan, advancing their digital workspace and employee experience strategies and embracing a new, more contextual security framework. And so when we thought about how do we bring those announcements to market, how do we help educate our customers around these topics? It became very clear that we needed to design for digital attention spans which means it's not everything in the kitchen sink and we hope that we're bringing a whole bunch of different buying segments together and customer segments together and hope that they glean out the key insights we want. Instead, we wanted to be very focused around the cloud acceleration, the workspace and employee experience strategies and the security strategies is we created three separate summits. And even within the summits we've designed them for digital attention spans, no individual segment is going to be more than 20 minutes long. There'll be very descriptive so you can almost choose your own pathway as you go through the conference rather than having to commit a whole day or the likes you can get the information you need, it's supplemented by knowledge centers so you can go deeper if you want to and talk to some of our experts, if you want to. And it's certainly something we'll use to facilitate ongoing dialogue long after the day of event. >> Really interesting 20 minutes is the longest session. That is really progressive and again I think it's great to hear you say that you started from the perspective of the customer. I think so many people have basically started from the perspective of what did we do for the SaaS convention May five through eight in 2019 and then try to replicate that kind of almost one-to-one in a digital format which isn't really doing justice to either of the formats, I think and not really looking at the opportunity that digital affords that physical doesn't and we just getting together and grabbing a coffee or a drink or whatever in those hallways but there's a whole lot of things that you can do on a digital event that you can't do in a physical event. And we're seeing massive registration and more importantly, massive registration of new people that didn't have the ability couldn't afford it, couldn't get away from the shop whatever the reason is that that the physical events really weren't an option. So I think instead of focusing on the lack of hallway chatter spend your time focusing on the things you can do with this format that you couldn't before. And I think removing the space-time bounds of convention space availability and the limited number of rooms that you can afford, blah, blah, blah, blah, blah, and the budget this really does open up a very different way to get your message to market. >> It does, Jeff and what I'm excited about is what does it mean for the future of events overall? I think there's going to be some very valuable lessons learned for all of us in the industry and I expect just like work won't be the same when we return back to the office, post-pandemic. I don't think the events approach that companies take is going to be quite the same as it was previous and I think that'll be a good thing. There'll be a lot of lessons learned about how people want to engage, how to reach new segments, as you mentioned. And so I think you'll see a blended events strategy from companies across the industry going forward. >> Yeah. And to your point, event was part of your communication strategy, right? It was part of your marketing strategy it is part of your sales strategy so that doesn't necessarily all have to again be bundled into one week in May and can be separated. Well, Tim really, really enjoyed the conversation I have to say your blog posts had some really kind of really positive things in it in terms of the way people should be thinking about their employees not as resources but as people which is one of my pet peeves I'm not a big fan of the human resources word and I really was encouraged by some of the stuff coming out of this 2035 I think you said it's going to be an ongoing project so it'll be great to see what continues to come out because I don't know how much of that was done prior to COVID or kind of augmented after COVID but I would imagine the acceleration on the Delta is going to go up dramatically over the next several months or certainly over the next couple of years. >> Yeah, Jeff, I would say I think Winston Churchill said it best "Never waste a good crisis." And smart companies are doing that right now. I think there's going to be a lot of lessons learned there's going to be a lot of acceleration of the digital transformation and the work model transformations and the business model transformations that companies have had on the radar but haven't really been motivated to do so. And they're really accelerating those now I think that the world of work and the world of IT is going to look a heck of a lot different when we emerge from all of this. >> Yep, yep. I agree well, Tim thank you again for sharing your insight, sharing your information and is great to catch up. >> You too. >> Alright, take care. >> I know. >> He's Tim, I'm Jeff you're watching theCUBE. Thanks for watching we'll see you next time.

>>Hello, everyone. Welcome to Entities Summit. My name is Ellen Komarovsky and I will talk about sparks So simple realizable arguments of knowledge. This talk is based on the joint work No, me, Frank, Cody, Freytag and Raphael past. Let me start by telling you what's the same documents are that's the same argument is a special type of interactive protocol between the prove prove er and the verifier who share some instance X, >>which is allegedly in some language. And the goal of the protocol is for the proper toe convince the very far that access indeed in the language for completeness, the guarantees that their guarantees that if X is indeed in the language, the verifier will in the end of the protocol indeed be convinced. On the other hand, for sadness we require that if X is not in the language, that no matter what the proper does, as long as it is bounded to run in polynomial time, the verifier will not be convinced. There is a stronger notion of sadness called an argument of knowledge, which says that the only way for the approval to continue the verifier is by knowing some witness there is a mathematical way to formalize this notion, but I will not get into it for efficiency. And what makes this protocol succinct is that we require the very far is running time and communication complexity between the program, the verifier Toby, both mounted by some political written function in T, where T is the time to verify the empty statement. In terms of the proof is running time, we don't require anything except that it's, for example, in normality. The goal of this work is to improve this polygonal overhead of the prove er, to explain why this is an important task. Let me give you a motivating example, which is just the concept of delegation of computation. So considering some small device, like a laptop or smartphone, that we used to perform some complicated computation which it cannot do. Since it is a big device, it wishes to delegate the computation to some service or cloud to perform the computation for it. Since the small device does not fully trust the service, it may want to ask the device the service to also issue a proof for correctness of the computation. And the problem is that if the proof it takes much more time than just performing the computation. It's not clear that this is something that will be useful in practice thinking. Think off an overhead, which is square of the time it takes to perform the computation. This will become, very quickly a very big number or very, very large delay for generating the We're not the >>first to study this problem. It has been studied for several decades, and at least from a theoretical point of view, the problem is almost solved or essentially solved. We have constructions off argument systems is great overhead, just bottle of arrhythmic multiplicity of overhead. This is obtained by combining efficient disappears. Together with Killian's arguments is there's a >>huge open problem in complexity. Theory of constructing PCP is with constant over namely, running just in linear time in the running, in the running time off just running the computation. But we argued that even if we had such a PCP and the constant was great, let's say it was just too. This would already be too much, because if you delegate the computation to takes a month toe complete, then waiting another month just for the proof might not be so reasonable. There is a solution in the literature for this problem in what we call using what we call a reliable PCP medicine. And I'll show that there is a recipe construction that has the following very useful property. Once you perform the computation itself without the just the computation and write down the computation to blow, then there is the way to generate every simple off the PCP in just only logarithmic time. So this means that you can, in parallel after computing the function itself, you can empire led, compute the whole PCP in just falling over it. Next time this gives you this gives us a great argument system with just t plus Polly locked parallel time instead of three times for luck tea time. But for this we need about the process service, which is prohibitively large. This is where sparks come in. We introduced the notion, or the paradigm off, computing the proof in part to the computation, not after the computation is done slightly more formally. What spark is it's just a succinct argument of knowledge, like what we said before, with the very fired and communication of Leslie being small but now we also require approval for which is super efficient. Namely, it can be paralyzed able. And it has to finish the proof together with the computation in Time T plus volatility, which essentially the best you can hope for. And we want to prefer to do so only with political rhythmic number off processors. You can also extend the definition to handling computations, which are to begin with a paralyze herbal. But I will not touch upon this. In the stock, you can see the paper. For the >>girls, we have two main results. The first main result is the construction of an interactive spark. It's just four rounds, and it is assumes Onley collisions is not hash functions. The second result is a non interactive spark. This result also assumes career resistant hash functions and in addition, the existence off any snark and namely succinct, non interactive argument of college that does not have to be a super efficient in terms of programming time. Slightly more generally, the two theories follow from >>combined framework, which takes essentially any argument of knowledge and turns it into a spark by assuming on a collision system, hash functions and maybe the multi behind the construction could be viewed as a trade off between computation time and process. Source. Winston. She ate theorem one using Killings protocol, which is an argument of knowledge, which is a four round argument of knowledge. And we insensate you're into using its not which is an argument knowledge. Just by definition, let me tell you what are the main ideas underlying our construction before telling you to control the ideas. Let me make some simplifying assumptions. The first assumption I will only be talking about the non interactive regime. The second example assumption is that I'm going to assume snark, which is a non interactive 16 argument of knowledge. And then we'll assume that's not the snark which is super efficient. So it will consumed other time to t for computation that takes 20 so almost what we want, but just not yet, not not yet there. I will assume that the computation that we want to perform a sequential and additionally I will assume that the computation has no >>space, namely its ah, or it has very low space. So think about the sequential computation, which MM doesn't have a lot of space or even zero for the for the time being, I would like to discuss how to simplify, how to remove this simplifying assumptions. So the starting idea is based on two works off a nettle and duckling. It'll from a couple of years ago. And here's how it works. So >>remember, we want toe performative time. Computation generated proof and we need to finish roughly by time. T. So the idea is to run half of the computation, which is what we can afford because we have a snark that can generate a proof in additional to over two steps so we can run the complete half of the computation and prove that half of the computation all in time T. And the idea is that now we can recursive Lee computer improve the rest of the computation in Parliament. Here's how it looks like. So you run half of the computation, started proof, and then you run a quarter of the remaining half of the remaining computation, which is a quarter of the original one, and prove it. And in parallel again, you take another eighth of the computation, which is one half of what's left and so on. And so forth. As you can see, that eventually will finish the whole computation. And you only need something like logarithmic Lee. Many parallel processors and the communication complexity and verifies running time only grow by algorithmic >>factor. So this is the main idea. Let's go back to the simplifying assumptions we have. So the first one was that I'm only gonna talk about the new interactive regime. You have to believe me that the same ideas extend to the interactive case, which is a little bit more massive with notation. But the ideas extent so I will not talk about it anymore. The second assumption I had was that I have a super efficient start, so it had over had two T >>40 time computation again. You have to believe me that if you work out the math, then the ideas extend to starts with quasi linear overhead. Namely, starts that working time tee times, Polly locked e and then the result extends to any snark because of a result because of a previous work will be tense. Kettle, who showed that a snark with the proof it runs in polynomial time can be generically translated into a snark where the programs in quasi linear with quasi linear overhead. So this gives a result from any stark not only from pretty efficient starts. The last bullet was about the fact that we're dealing with only with sequential Ram computations. And again, you have to believe me that the ideas can be extended toe tyrants And the last assumption which is the focus of this work is how to get rid of the small space assumption. This is what I'm gonna be talking next. Let's see what goes wrong. If the if the computation has space, remember what we did in the previous. In a couple of slides ago, the construction was toe perform. Half of the computation prove it and then half of the remaining computation prove it. And >>so on. If you write down the statement that each of these proofs proofs, it's something like that a machine m on input X executed for some number of steps starting from some state ended at some other state. And if you notice the statement itself depends on the space of the computation, well and therefore, if the space of the computation is nontrivial, the statements are large and therefore the communication will be large and therefore the very fire will have toe be running time, proportional to the space and so on. So we don't even get a saint argument if we do it. Neighborly. Here's a solution for this problem. You can say, Well, you don't have to include the space in the whole space. In the statement, you can include only a digest of the space. Think about some hash function of the space. So indeed, you can modify the statement to not include the space, but only a digest. And now the statement will be a little bit more complicated. It will be that there exists some initial state end state such that there hush is consistent with digest in the statement. And if you run the machine M for K state and for K steps starting from the initial space, you end up with the final space. So this is great. It indeed solves the communication complexity problem in the very far complexity problem. But notice that from the proof for site, we didn't actually do anything because we just move, pushed the complexity in tow. The weakness. So the proof is running. Time is still very large with this solution. Yeah. Our final solution, if in a very high level, is to compress the witness. So instead of using the whole space is the witness. We will be using the computation itself in the computation that we ran as the witness. So now the statement will be off the same form, so it will still be. It will still consist off to digests and machine. But now the the witness will be not the whole state. But it will be the case steps that we performed. Namely, it will be that there exists case steps that I performed such that if I run >>the machine m on this case steps and I started with a digest and I just start and I applied this case steps on the digest. I will end up with the Final Digest. In order to implement this, we need some sort off a nap. Datable digest. This is not really hard, not so hard to obtain because you could just do something like a miracle tree. It's not hard to see that you can add the locations in the medical tree quite efficiently. But the problem is that we need toe toe to compute those updates. Not only not only we need toe be ableto update the hash browns, the hush or the largest which don't also be able to compute the updates in parallel to the computation. And to this end, we introduce a variant of Merkle trees and show how to perform all of those updates level by level in the in the Merkel tree in a pipeline in fashion. So namely, we push the updates off the digest in toe the Merkel tree, one after the other without waiting for the previous ones to end. And here we're using the tree structure off Merkle trees. So that's all I'm gonna say about the protocol. I'm just gonna end with showing you how the final protocol looks like We run case steps of computations. Okay, one steps of computation and we compute the K updates for those case steps in violent the computation. So every time we run a step of computation, we also update start an update off our digest. And once we are finished computing all the updates, we can start running a proof using those updates as witness and were forcibly continuing this way as a conclusion this results with the spark namely 1/16 argument system with the proof is running Time t plus for you Look, team and no times and all we need is something like quality of arrhythmic number of processors. E would like to mention that this is a theoretical result and by no means should be should be taken as a za practical thing that should be implemented. But I think that it is important to work on it. And there is a lot of interesting questions on how to make this really practical and useful. So with that, I'm gonna end and thank you so much for inviting me and enjoy the sandwich.

>> Announcer: From theCUBE Studios in Palo Alto and Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hello, welcome back to theCUBE's coverage, CUBE Virtual's coverage, CUBE digital coverage, of AWS Summit, virtual online, Amazon Summit's normally in face-to-face all around the world, it's happening now online, follow the sun. Of course, we want to bring theCUBE coverage like we do at the events digitally, and we've got a great guest that usually comes on face-to-face, he's coming on virtual, Sanjay Poonen, the chief operating officer of VMware. Sanjay great to see you, thanks for coming in virtually, you look great. >> Hey, John thank you very much. Always a pleasure to talk to you. This is the new reality. We both happen to live very close to each other, me in Los Altos, you in Palo Alto, but here we are in this new mode of communication. But the good news is I think you guys at theCUBE were pioneering a lot of digital innovation, the AI platform, so hopefully it's not much of an adjustment for you guys to move digital. >> It's not really a pivot, just move the boat, put the sails up and sail into the next generation, which brings up really the conversation that we're seeing, which is this digital challenge, the virtual world, it's virtualization, Sanjay, it sounds like VMware. Virtualization spawned so much opportunity, it created Amazon, some say, I'd say. Virtualizing our world, life is now integrated, we're immersed into each other, physical and digital, you got edge computing, you got cloud native, this is now a clear path to customers that recognize with the pandemic challenges of at-scale, that they have to operate their business, reset, reinvent, and grow coming out of this pandemic. This has been a big story that we've been talking about and a lot of smart managers looking at projects saying, I'm doubling down on that, and I'm going to move the resources from this, the people and budget, to this new reality. This is a tailwind for the folks who were prepared, the ones that have the experience, the ones that did the work. theCUBE, thanks for the props, but VMware as well. Your thoughts and reaction to this new reality, because it has to be cloud native, otherwise it doesn't work, your thoughts. >> Yeah, I think, John, you're right on. We were very fortunate as a company to invent the term virtualization for an x86 architecture and the category 20 years ago when Diane founded this great company. And I would say you're right, the public cloud is the instantiation of virtualization at its sort of scale format and we're excited about this Amazon partnership, we'll talk more about that. This new world of doing everything virtual has taken the same concepts to whole new levels. We are partnering very closely with companies like Zoom, because a good part of this is being able to deliver video experiences in there, we'll talk about that if needed. Cloud native security, we announced an acquisition today in container security that's very important because we're making big moves in security, security's become very important. I would just say, John, the first thing that was very important to us as we began to shelter in place was the health of our employees. Ironically, if I go back to, in January I was in Davos, in fact some of your other folks who were on the show earlier, Matt Garman, Andy, we were all there in January. The crisis already started in China, but it wasn't on the world scene as much of a topic of discussion. Little did we know, three, four weeks later, fast forward to February things were moving so quickly. I remember a Friday late in February where we were just about to go the next week to Las Vegas for our in-person sales kickoffs. Thousands of people, we were going to do, I think, five or 6,000 people in Las Vegas and then another 3,000 in Barcelona, and then finally in Singapore. And it had not yet been categorized a pandemic. It was still under this early form of some worriable virus. We decided for the health and safety of our employees to turn the entire event that was going to happen on Monday to something virtual, and I was so proud of the VMware team to just basically pivot just over the weekend. To change our entire event, we'd been thinking about video snippets. We have to become in this sort of virtual, digital age a little bit like TV producers like yourself, turn something that's going to be one day sitting in front of an audience to something that's a lot shorter, quicker snippets, so we began that, and the next thing we began doing over the next several weeks while the shelter in place order started, was systematically, first off, tell our employees, listen, focus on your health, but if you're healthy, turn your attention to serving your customers. And we began to see, which we'll talk about hopefully in the context of the discussion, parts of our portfolio experience a tremendous amount of interest for a COVID-centered world. Our digital workplace solutions, endpoint security, SD-WAN, and that trifecta began to be something that we began to see story after story of customers, hospitals, schools, governments, retailers, pharmacies telling us, thank you, VMware, for helping us when we needed those solutions to better enable our people on the front lines. And all VMware's role, John, was to be a digital first responder to the first responder, and that gave tremendous amount of motivation to all of our employees into it. >> Yeah, and I think that's a great point. One of the things we've been talking about, and you guys have been aligned with this, you mentioned some of those points, is that as we work at home, it points out that digital and technology is now part of lifestyle. So we used to talk about consumerization of IT, or immersion with augmented reality and virtual reality, and then talk about the edge of the network as an endpoint, we are at the edge of the network, we're at home, so this highlights some of the things that are in demand, workspaces, VPN provisioning, these new tools, that some cases we've been hearing people that no one ever thought of having a forecast of 100% VPN penetration. Okay, you did the AirWatch deal way back when you first started, these are now fruits of those labors. So I got to ask you, as managers of your customer base are out there thinking, okay, I got to double down on the right growth strategy for this post-pandemic world, the smart managers are going to look at the technologies enabled for business outcome, so I have to ask you, innovation strategies are one thing, saying it, putting it place, but now more than ever, putting them in action is the mandate that we're hearing from customers. Okay I need an innovation strategy, and I got to put it into action fast. What do you say to those customers? What is VMware doing with AWS, with cloud, to make those innovation strategies not only plausible but actionable? >> That's a great question, John. We focused our energy, before even COVID started, as we prepared for this year, going into sales kickoffs and our fiscal year, around five priorities. Number one was enabling the world to be multicloud, private cloud and public cloud, and clearly our partnership here with Amazon is the best example of that and they are our preferred cloud partner. Secondly, building modern apps with microservices and cloud native, what we call app modernization. Thirdly, which is a key part to the multicloud, is building out the entire network stack, data center networking, the firewalls, the load bouncing in SD-WAN, so I'd call that cloud network. Number four, the modernization of workplace with an additional workspace solution, Workspace ONE. And five, intrinsic security from all aspects of security, network, endpoint, and cloud. So those five priorities were what we began to think through, organize our portfolio, we call them solution pillars, and for any of your viewers who're interested, there's a five-minute version of the VMware story around those five pillars that you can watch on YouTube that I did, you just search for Sanjay Poonen and five-minute story. But then COVID hit us, and we said, okay we got to take these strategies now and make them more actionable. Exactly your question, right? So a subset of that portfolio of five began to become more actionable, because it's pointless going and talking about stuff and it's like, hey, listen, guys, I'm a house on fire, I don't care about the curtains and all the wonderful art. You got to help me through this crisis. So a subset of that portfolio became kind of what was those, think about now your laptop at home, or your endpoint at home. People wanted, on top of their Zoom call, or surrounding their Zoom call, a virtual desktop managed easily, so we began to see Workspace ONE getting a lot of interest from our customers, especially the VDI part of that portfolio. Secondly, that laptop at home needed to be secured. Traditional, old, legacy AV solutions that've worked, enter Carbon Black, so Workspace ONE plus Carbon Black, one and two. Third, that laptop at home needs network acceleration, because we're dialoguing and, John, we don't want any latency. Enter SD-WAN. So the trifecta of Workspace ONE, Carbon Black and VeloCloud, that began to see even more interest and we began to hone in our portfolio around those three. So that's an example of where you have a general strategy, but then you apply it to take action in the midst of a crisis, and then I say, listen, that trifecta, let's just go and present what we can do, we call that the business continuity or business resilience part of our portfolio. We began to start talking to customers, and saying, here's our business continuity solution, here's what we could do to help you, and we targeted hospitals, schools, governments, pharmacies, retailers, the ones who're on the front line of this and said again, that line I said earlier, we want to be a digital first responder to you, you are the real first responder. Right before this call I got off a CIO call with the CIO of a major hospital in the northeast area. What gives me great joy, John, is the fact that we are serving them. Their beds are busting at the seam, in serving patients-- >> And ransomware's a huge problem you guys-- >> We're serving them. >> And great stuff there, Sanjay, I was just on a call this morning with a bunch of folks in the security industry, thought leaders, was in DC, some generals were there, some real thought leaders, trying to figure out security policy around biosecurity, COVID-19, and this invisible disruption, and they were equating it to like the World Wars. Big inflection point, and one of the generals said, in those times of crisis you need alliances. So I got to ask you, COVID-19 is impactful, it's going to have serious impact on the critical nature of it, like you said, the house is on fire, don't worry about the curtains. Alliances matter more than ever when you need to come together. You guys have an ecosystem, Amazon's got an ecosystem, this is going to be a really important test to the alliances out there. How do you view that as you look forward? You need the alliances to be successful, to compete and win in the new world as this invisible enemy, if you will, or disruptor happens, what's your thoughts? >> Yeah, I'll answer in a second, just for your viewers, I sneezed, okay? I've been on your show dozens of time, John, but in your live show, if I sneezed, you'd hear the loud noise. The good news in digital is I can mute myself when a sneeze is about to happen, and we're able to continue the conversation, so these are some side benefits of the digital part of it. But coming to your question on alliance, super important. Ecosystems are how the world run around, united we stand, divided we fall. We have made ecosystems, I've always used this phrase internally at VMware, sort of like Isaac Newton, we see clearly because we stand on the shoulders of giants. So VMware is always able to be bigger of a company if we stand on the shoulders of bigger giants. Who were those companies 20 years ago when Diane started the company? It was the hardware economy of Intel and then HP and Dell, at the time IBM, now Lenovo, Cisco, NetApp, DMC. Today, the new hardware companies Amazon, Azure, Google, whoever have you, we were very, I think, prescient, if you would, to think about that and build a strategic partnership with Amazon three or four years ago. I've mentioned on your show before, Andy's a close friend, he was a classmate over at Harvard Business School, Pat, myself, Ragoo, really got close to Andy and Matt Garman and Mike Clayville and several members of their teams, Teresa Carlson, and began to build a partnership that I think is one of the most incredible success stories of a partnership. And Dell's kind of been a really strong partner with us on private cloud, having now Amazon with public cloud has been seminal, we do regular meetings and build deep integration of, VMware Cloud and AWS is not some announcement two or three years ago. It's deep engineering between, Bask's now in a different role, but in his previous role, that and people like Mark Lohmeyer in our team. And that deep engineering allows us to know and tell customers this simple statement, which both VMware and Amazon reps tell their customers today, if you have a workload running on vSphere, and you want to move that to Amazon, the best place, the preferred place for that is VMware Cloud and Amazon. If you try to refactor that onto a native VC 2, it's a waste of time and money. So to have the entire army of VMware and Amazon telling customers that statement is a huge step, because it tells customers, we have 70 million virtual machines running on-prem. If customers are looking to move those workloads to Amazon, the best place for that VMware Cloud and AWS, and we have some credible customer case studies. Freddie Mac was at VMworld last year. IHS Markit was at VMworld last year talking about it. Those are two examples and many more started it, so we would like to have every VMware and Amazon customer that's thinking about VMware to look at this partnership as one of the best in the industry and say very similar to what Andy I think said on stage at the time of this announcement, it doesn't have to be now a trade-off between public and private cloud, you can get the best of both worlds. That's what we're trying to do here-- >> That's a great point, I want to get your thoughts on leadership, as you look at COVID-19, one of our tracks we're going to be promoting heavily on theCUBE.net and our sites, around how to manage through this crisis. Andy Jassy was quoted on the fireside chat, which is coming up here in North America, but I saw it yesterday in New Zealand time as I time shifted over there, it's a two-sided door versus a one-sided door. That was kind of his theme is you got to be able to go both ways. And I want to get your thoughts, because you might know what you're doing in certain contexts, but if you don't know where you're going, you got to adjust your tactics and strategies to match that, and there's and old expression, if you don't know where you're going, every road will take you there, okay? And so a lot of enterprise CXOs or CEOs have to start thinking about where they want to go with their business, this is the growth strategy. Then you got to understand which roads to take. Your thoughts on this? Obviously we've been thinking it's cloud native, but if I'm a decision maker, I want to make sure I have an architecture that's going to carry me forward to the future. I need to make sure that I know where I'm going, so I know what road I'm on. Versus not knowing where I'm going, and every road looks good. So your thoughts on leadership and what people should be thinking around knowing what their destination is, and then the roads to take? >> John, I think it's the most important question in this time. Great leaders are born through crisis, whether it's Winston Churchill, Charles de Gaulle, Roosevelt, any of the leaders since then, in any country, Mahatma Gandhi in India, the country I grew up, Nelson Mandela, MLK, all of these folks were born through crisis, sometimes severe crisis, they had to go to jail, they were born through wars. I would say, listen, similar to the people you talked about, yeah, there's elements of this crisis that similar to a World War, I was talking to my 80 year old father, he's doing well. I asked him, "When was the world like this?" He said, "Second World War." I don't think this crisis is going to last six years. It might be six or 12 months, but I really don't think it'll be six years. Even the health care professionals aren't. So what do we learn through this crisis? It's a test of our leadership, and leaders are made or broken during this time. I would just give a few guides to leaders, this is something tha, Andy's a great leader, Pat, myself, we all are thinking through ways by which we can exercise this. Think of Sully Sullenberger who landed that plane on the Hudson. Did he know when he flew that airbus, US Airways airbus, that few flock of birds were going to get in his engine, and that he was going to have to land this plane in the Hudson? No, but he was making decisions quickly, and what did he exude to his co-pilot and to the rest of staff, calmness and confidence and appropriate communication. And I think it's really important as leaders, first off, that we communicate, communicate, communicate, communicate to our employees. First, our obligation is first to our employees, our family first, and then of course to our company employees, all 30,000 at VMware, and I'm sure similarly Andy does it to his, whatever, 60, 70,000 at AWS. And then you want to be able to communicate to them authentically and with clarity. People are going to be reading between the lines of everything you say, so one of the things I've sought to do with my team, all the front office functions report to me, is do half an hour Zoom video conferences, in the time zone that's convenient to them, so Japan, China, India, Europe, in their time zone, so it's 10 o'clock my time because it's convenient to Japan, and it's just 10 minutes of me speaking of what I'm seeing in the world, empathizing with them but listening to them for 20 minutes. That is communication. Authentically and with clarity, and then turn your attention to your employees, because we're going stir crazy sitting at home, I get it. And we've got to abide by the ordinances with whatever country we're in, turn your attention to your customers. I've gotten to be actually more productive during this time in having more customer conference calls, video conference calls on Zoom or whatever platform with them, and I'm looking at this now as an opportunity to engage in a new way. I have to be better prepared, like I said, these are shorter conversations, they're not as long. Good news I don't have to all over the place, that's better for my family, better for the carbon emission of the world, and also probably for my life long term. And then the third thing I would say is pick one area that you can learn and improve. For me, the last few years, two, three years, it's been security. I wanted to get the company into security, as you saw today we've announced mobile, so I helped architect the acquisition of Carbon Black, very similar to kind of the moves I've made six years ago around AirWatch, very key part to all of our focus to getting more into security, and I made it a personal goal that this year, at the start of the year, before COVID, I was going to meet 1,000 CISOs, in the Fortune 1000 Global 2000. Okay, guess what, COVID happens, and quite frankly that goal's gotten a little easier, because it's much easier for me to meet a lot more people on Zoom video conferences. I could probably do five, 10 per day, and if there's 200 working days in a day, I can easily get there, if I average about five per day, and sometimes I'm meeting them in groups of 10, 20. >> So maybe we can get you on theCUBE more often too, 'cause you have access to a video camera. >> That is my growth mindset for this year. So pick a growth mindset area. Satya Nadella puts this pretty well, "Move from being a know-it-all to a learn-it-all." And that's the mindset, great company. Andy has that same philosophy for Amazon, I think the great leaders right now who are running these cloud companies have that growth mindset. Pick an area that you can grow in this time, and you will find ways to do it. You'll be able to learn online and then be able to teach in some fashion. So I think communicate effectively, authentically, turn your attention to serving your customers, and then pick some growth area that you can learn yourself, and then we will come out of this crisis collectively, individuals and as partners, like VMware and Amazon, and then collectively as a society, I believe we'll come out stronger. >> Awesome great stuff, great insight there, Sanjay. Really appreciate you sharing that leadership. Back to the more of technical questions around leadership is cloud native. It's clear that there's going to be a line in the sand, if you will, there's going to be a right side of history, people are going to have to be on the right side of history, and I believe it's cloud native. You're starting to see this emersion. You guys have some news, you just announced today, you acquired a Kubernetes security startup, around Kubernetes, obviously Kubernetes needs security, it's one of those key new enablers, disruptive enablers out there. Cloud native is a path that is a destination opportunity for people to think about, why that acquisition? Why that company? Why is VMware making this move? >> Yeah, we felt as we talked about our plans in security, backing up to things I talked about in my last few appearances on your show at VMworld, when we announced Carbon Black, was we felt the security industry was broken because there was too many point benders, and we figured there'd be three to five control points, network, endpoint, cloud, where we could play a much more pronounced role at moving a lot of these point benders, I describe this as not having to force our customers to go to a doctor and say I've got to eat 5,000 tablets to get healthy, you make it part of your diet, you make it part of the infrastructure. So how do we do that? With network security, we're off to the races, we're doing a lot more data center networking, firewall, load bouncing, SD-WAN. Really, reality is we can eat into a lot of the point benders there that I've just been, and quite frankly what's happened to us very gratifying in the network security area, you've seen the last few months, some firewall vendors are buying SD-WAN players, kind of following our strategy. That's a tremendous validation of the fact that the network security space is being disrupted. Okay, move to endpoint security, part of the reason we acquired Carbon Black was to unify the client side, Workspace ONE and Carbon Black should come together, and we're well under way in doing that, make Carbon Black agentless on the server side with vSphere, we're well on the way to that, you'll see that very soon. By the way both those things are something that the traditional endpoint players can't do. And then bring out new forms of workload. Servers that are virtualized by VMware is just one form of work. What are other workloads? AWS, the public clouds, and containers. Container's just another workload. And we've been looking at container security for a long time. What we didn't want to do was buy another static analysis player, another platform and replatform it. We felt that we could get great technology, we have incredible grandeur on container cell. It's sort of Red Hat and us, they're the only two companies who are doing Kubernetes scales. It's not any of these endpoint players who understand containers. So Kubernetes, VMware's got an incredible brand and relevance and knowledge there. The networking part of it, service mesh, which is kind of a key component also to this. We've been working with Google and others like Istio in service mesh, we got a lot of IP there that the traditional endpoint players, Symantec, McAfee, Trend, CrowdStrike, don't know either Kubernetes or service mesh well. We add now container security into this, we really distinguish ourselves further from the traditional endpoint players with bringing together, not just the endpoint platform that can do containers, but also Kubernetes service mesh. So why is that important? As people think about their future in containers, they'll want to do this at the runtime level, not at the static level. They'll want to do it at build time And they'll want to have it integrated with some of their networking capabilities like service mesh. Who better to think about that IP and that evolution than VMware, and now we bring, I think it's 12 to 14 people we're bringing in from this acquisition. Several of them in Israel, some of them here in Palo Alto, and they will build that platform into the tech that VMware has onto the Carbon Black cloud and we will deliver that this year. It's not going to be years from now. >> Did you guys talk about the-- >> Our capability, and then we can bring the best of Carbon Black, with Tanzu, service mesh, and even future innovation, like, for example, there's a big movement going around, this thing call open policy agent OPA, which is an open source effort around policy management. You should expect us to embrace that, there could be aspects of OPA that also play into the future of this container security movement, so I think this is a really great move for Patrick and his team, I'm very excited. Patrick is the CEO of Carbon Black and the leader of that security business unit, and he came to me and said, "Listen, one of the areas "we need to move in is container security "because it's the number one request I'm hearing "from our CESOs and customers." I said, "Go ahead Patrick. "Find out who are the best player you could acquire, "but you have to triangulate that strategy "with the Tanzu team and the NSX team, "and when you have a unified strategy what we should go, "we'll go an make the right acquisition." And I'm proud of what he was able to announce today. >> And I noticed you guys on the release didn't talk about the acquisition amount. Was it not material, was it a small amount? >> No, we don't disclose small, it's a tuck-in acquisition. You should think of this as really bringing us some tech and some talent, and being able to build that into the core of the platform of Carbon Black. Carbon Black was the real big move we made. Usually what we do, you saw this with AirWatch, right, anchor on a fairly big move. We paid I think 2.1 billion for Carbon Black, and then build and build and build on top of that, partner very heavily, we didn't talk about that. If there's time we could talk about it. We announced today a security alliance with top SIEM players, in what's called a sock alliance. Who's announced in there? Splunk, IBM QRadar, Google Chronicle, Sumo Logic, and Exabeam, five of the biggest SIEM players are embracing VMware in endpoint security, saying, Carbon Black is who we want to work with. Nobody else has that type of partnership, so build, partner, and then buy. But buy is always very carefully thought through, we're not one of these companies like CA of the past that just bought every company and then it becomes a graveyard of dead acquisition. Our view is we're very disciplined about how we think about acquisition. Acquisitions for us are often the last resort, because we'd prefer to build and partner. But sometimes for time-to-market reasons, we acquire, and when we acquire, it's thoughtful, it's well-organized within VMware, and we take care of our people, 'cause we want, I mean listen, why do acquisitions fail? Because the good people leave. So we're excited about this team, the team in Israel, and the team in Palo Alto, they come from Octarine. We're going to integrate them rapidly into the platform, and this is a good evidence of VMware investing more in security, and our Q3 earnings pulled, John, I said, sorry, we said that the security business was a billion dollar business at VMware already, primarily from network, but some from endpoint. This is evidence of us putting more fuel behind that fire. It's only been six, seven months and Patrick's made his first acquisition inside Carbon Black, so you're going to see us investing more in security, it's an important priority for the company, and I expect us to be a very prominent player in these three pillars, network security, endpoint security, endpoint is both client and the workload, and cloud. Network, endpoint, cloud, they are the three areas where we think there's lots of room for innovation in security. >> Well, we'll be watching, we'll be reporting and analyzing the moves. Great playbook, by the way. Love that organic partnering and then key acquisitions which you build around, it's a great playbook, I think it's very relevant for this time. The most important question I have to ask you, Sanjay, and this is a personal question, because you're the leader of VMware, I noticed that, we all know you're into music, you've been putting music online, kind of a virtual band. You've also hired a CUBE alumni, Victoria Verango from McAfee who also puts up music, you've got some musicians, but you kind of know how to do the digital moves there, so the question is, will the music at VMworld this year be virtual? >> Oh, man. Victoria is actually an even better musician than me. I'm excited about his marketing gifts, but I'm also excited to watch him. But yeah, you've heard him sing, he's got a voice that's somewhat similar to Sting, so we, just for fun, in our Diwali, which is an Indian celebration last year, Tom Corn, myself, and a wonderful lady named Divya, who's got a beautiful voice, had sung a song, which was off the soundtrack of the Bollywood movie, "Secret Superstar," and we just for fun decided to record that in our three separate homes, and put that out on YouTube. You can listen, it's just a two or three-minute run, and it kind of went a little bit viral. And I was thinking to myself, hey, if this is one way by which we can let the VMware community know that, hey, you know what, art conquers COVID-19, you can do music even socially distant, and bring out the spirit of VMware, which is community. So we might build on that idea, Victoria and I were talking about that last night and saying, hey, maybe we do a virtual music kind of concert of maybe 10 or 15 or 20 voices in the various different countries. Record piece of a song and music and put it out there. I think these are just ways by which we're having fun in a virtual setting where people get to see a different side of VMware where, and the intent here, we're all amateurs, John, we're not like great. There are going to be mistakes in this music. If you listen to that audio, it sounds a little tinny, 'cause we're recording it off our iPhone and our iPad microphone. But we'll do the best we can, the point is just to show the human spirit and to show that we care, and at the end of the day, see, the COVID-19 virus has no prejudice on color of skin, or nationality, or ethnicity. It's affecting the whole world. We all went into the tunnel at different times, we will come out of this tunnel together and we will be a stronger human fabric when we're done with this, We shall absolutely overcome. >> Sanjay, give us a quick update to end the segment on your thoughts around VMworld. It's one of the biggest events, we look forward to it. It's the only even left standing that theCUBE's been to every year of theCUBE's existence, we're looking forward to being part of theCUBE virtual. It's been announced it's virtual. What are some of the thinking going on at the highest levels within the VMware community around how you're going to handle VMworld this year? >> Listen, when we began to think about it, we had to obviously give our customers and folks enough notice, so we didn't want to just spring that sometime this summer. So we decided to think through it carefully. I asked Robin, our CMO, to talk to many of the other CMOs in the industry. Good news is all of these are friends of ours, Amazon, Microsoft, Google, Salesforce, Adobe, and even some smaller companies, IBM did theirs. And if they were in the first half of the year, they had to go virtual 'cause we're sheltered in place, and IBM did theirs, Okta did theirs, and we began to watch how they were doing this. We're kind of in the second half, because we were August, September, and we just sensed a lot of hesitancy from our customers that wanted to get on a plane to come here, and even if we got just 500, 1,000, a few thousand, it wasn't going to be the same and there would always be that sort of, even if we were getting back to that, some worry, so we figured we'd do something that might be semi-digital, and we may have some people that roam, but the bulk of it is going to be digital, and we changed the dates to be a little later. I think it's September 20th to 29th. Right now it's all public now, we announced that, and we're going to make it a great program. In some senses like we're becoming TV producer. I told our team we got to be like Disney or ESPN or whoever your favorite show is, YouTube, and produce a really good several-hour program that has got a different way in which digital content is provided, smaller snippets, very interesting speakers, great brand names, make the content clear, crisp and compelling. And if we do that, this will be, I don't know, maybe it's the new norm for some period of time, or it might be forever, I don't know. >> John: We're all learning. >> In the past we had huge conferences that were busting 50, 70, 100,000 and then after the dot-com era, those all shrunk, they're like smaller conferences, and now with advent of companies like Amazon and Salesforce, we have huge events that, like VMworld, are big events. We may move to a environment that's a lot more digital, I don't know what the future of in-presence physical conferences are, but we, like others, we're working with AWS in terms of their future with Reinvent, what Microsoft's doing with Ignite, what Google's doing with Next, what Salesforce's going to do with Dreamforce, all those four companies are good partners of ours. We'll study theirs, we'll work together as a community, the CMOs of all those companies, and we'll come together with something that's a very good digital experience for our customers, that's really what counts. Today I did a webinar with a partner. Typically when we did a briefing in our briefing center, 20 people came. There're 100 people attending this, I got a lot more participation in this QBR that I did with this SI partner, one of the top SIs in the world, in an online session with them, than would I have gotten if they'd all come to Palo Alto. That's goodness. Should we take the best of that world and some physical presence? Maybe in the future, we'll see how it goes. >> Content quality. You know, you know content. Content quality drives everything online, good engagement creates community, that's a nice flywheel. I think you guys will figure it out, you've got a lot of great minds there, and of course, theCUBE virtual will be helping out as we can, and we're rethinking things too-- >> We count on that, John-- >> We're going to be open minded to new ideas, and, hey, whatever's the best content we can deliver, whether it's CUBE, or with you guys, or whoever, we're looking forward to it. Sanjay, thanks for spending the time on this CUBE Keynote coverage of AWS Summit. Since it's digital we can do longer programs, we can do more diverse content. We got great customer practitioners coming up, talking about their journey, their innovation strategies. Sanjay Poonen, COO of VMware, thank you for taking your precious time out of your day today. >> Thank you, John, always a pleasure. >> Thank you. Okay, more CUBE, virtual CUBE digital coverage of AWS Summit 2020, theCUBE.net is we're streaming, and of course, tons of videos on innovation, DevOps, and more, scaling cloud, scaling on-premise hybrid cloud, and more. We got great interviews coming up, stay with us our all-day coverage. I'm John Furrier, thanks for watching. (upbeat music)

>>Yeah, >>from The Cube Studios in Palo Alto and Boston. It's the Cube covering IBM. Think brought to you by IBM. >>Everybody welcome back to the Cube's coverage of the IBM think 2020 digital event experience. My name is Dave Volante. Manish Gupta is here. He's the global managing director for chemicals, petroleum and industrial products that IBM Manish. Thanks so much for coming on The Cube. How you doing out there in Saratoga, California? All good. >>I'm doing great. I'm doing great, given, considering everything. The role of all of this. >>I mean, right, it's tough times, but look it, We can still, you know, have a smile every now and then, right? I mean, you know, it's very nice for a lot of people in our hearts. Go out. Everybody there. So I I want to start off one of the areas that you're steeped in is the energy sector. You know, generally, people are very much concerned about oil. Price of oil drop below, you know, zero went negative. People have been paying people take oil and understand that was a technical, but still the prices of depressed >>I >>learned about credit risk and the like. But what's your take on what's going on in the energy sector right now? >>Yes. So I think the companies that, uh, that have taken on a lot of debt and don't have a stable operating conditions will naturally suffer through this in the oil industry. Clearly, until the prices come back with will be as demand picks up, that would be several months to more than that. As we can imagine, we'll see the The more stable companies, the more I'll say companies that have ah longer balance sheets survived for sure. In addition, you know, the the other aspect of it is of course, they're all double down on making sure your companies and your free services companies or double down on productivity conserving cash as well as considering how they accelerate. In my view, there transition are more more profitable areas of growth as demand comes back, >>is there? Is there a silver lining here? I mean, in normal times, you know, of the oil price drops and the like, a tax cut. Um, I know the government. The United States government, anyway, has been beefing up its strategic reserves that has a history of buying low Is there any good that you see coming out of this? So >>So I think the good that'll come out is is surely that the stronger companies will come through more successfully. The company that have taken less risk, the companies that have that have invested in more more stable operating platforms and and at the end of the day, I think, the companies that have taken a more future proof strategy for their business portfolio. So whether you take a B B, for example or a shell, they're actively working the words deporting the energy transition. I think that will be the You'll see an acceleration of companies starting the thinker off where they need to go in the future. You support the energy transition. I think the silver lining of the end of the day will be, Ah, that as is, sometimes you just said oil is very precious. Resource, therefore, should not be burned. And and so the question at hand is, you know, what do you do with with all the oil that's available? What do you build out of it? Whether it's petrochemicals, I think that transition to more future proof product portfolio on business model will be will be truly the silver lining. >>How about the broader industrial companies that you follow? I mean, they were sort of moving down a path of digital transformation. I o t obviously is the big theme within many industrial sectors. What are you seeing in the broader? >>So I think in the broader base clearly, you know, supply chains and the spread of barely, you know, demand demand dropping prior demand signals which were sometimes ignored for historical reporting. Ah, that that is now becoming more important. I your sense and response by then. So as you step back and look that that they need to maintain business continuity is, of course, the highest priority. But as they come out off this, we expect that we're thinking of this is as the future for industrial sector will be. What we would call is hybrid. I you know, supply chains will need to be local and global manufacturing will need to be both traditional. A swell is additive. I you know, you you produce more, more locally and in addition of products and services will need to be a combination of digital and and physical. And at the end of the day if you step back. I saw something recently that said, Ah, you know who's leading the digital transformation in your company Now the multiple choices were the CEO, the CDO CIO, or is it? And this option was circled over 19. If you think of it in simple terms, covered, 19 is creating the acceleration of digital transformation because the only valid response in in my mind as you look at these ah as these different hybrid models is a consideration of technology being being a fulcrum off, getting a future proof of black mom. >>So it would seem to me that the financial framework are going to change. The The notion of how you made money for the last 10 years is not going to be the way you make money going forward. Yeah, there's there's likely to be some share shifts. In other words, those that figure out how to be profitable with this sort of new model perhaps could gain share efficiently. And and maybe you're going to see some share shifts in the industrial zone. What are your thoughts on that? >>Yes. So companies that are in what we would call essential of vertical industries will definitely be the ones that they continue to grow. You take a simple example, or for spectral chemicals companies, companies that make make plastics as well as chemical, they're going to a variety of other applications. Plastics. Interestingly enough, it's now a resurgence, and the reason it's resurgent is it's really it's a boarding, you know, hygiene, packaging, medical packaging, etcetera, etcetera. We'll see industries that shift that way if we step back and look at a broader and broader ah study that was done actually about 10 years ago by Harvard. With that, the companies that survive a recession, I think it said about 9% of the company's actually flourish coming out of a recession, about 75% take three years to recover and on the remainder was. I think if you do the math about 17 18% Ah, do not survive. But to do such a recession now, the ones that drive through >>I >>had a dual focus on both the customer experience and customer engagement and shifting to areas of higher value by thinking of what they should be doing and how they should be doing doing those things and Secondly, they also focused a lot on on operational improvements. And whether that's obliging, that's manufacturing. It's whether it's outsourcing non core functions. Automating that's a problem that you're focused on customer on operations is the hallmark of a successful outcome. Was what the study studied determined putting that that that your focus is what will be the the prime hallmark as we come through this >>interesting it Now, of course, biology sort of got us into this problem in technology. Deal with some of these issues on Help us get out of this problem. And what specifically is IBM doing? >>Yes, So we've We've identified seven areas off focus as we think of off coming out of this crisis, and we have referred to those 78 years of off focus as being our emerge. Stronger areas of focus the ones that I think are relevant, are including new ways of working. Ah, cyber resilience. Thinking of extreme motivation, automation. An intelligent work flows thinking off, making sure that we are eating our clients with having more in a more system that are available on demand, helping them create platforms and applications that can work regardless of the location At the end of the day, we step back for a brief three areas of focus that we see will be new. It new ways of working and supporting work. They're working or remote working. Ah, extreme automation. When industrial companies come back to work safe, distancing, he's going to be the norm as well as allowing for but the fact that you want to be you want to be prepared for the next crisis. Therefore, extreme automation, whether that implementing robots and factories or or implementing solutions that guide you in the worker safety or workers being close together as well as supporting customer engagement or the customer experience is being done. Putting that extreme automation layer through so that so that the reliance and the ability to cooperate with out the workforce becomes more important. I think it's really the acceleration that we expect. We'll be able to support our clients with, uh, as as they come out of there soon, as they as they had after the next normal. >>You see software robots as being a part of that sort of automation friends, you know, r p A and the like >>for sure that that's an important part, especially in the back office functions that will be software robots and, I think, layered on top of that when you buy AI. Then you have AI augmenting a lot of professionals, whether it's chat bots in customer call centers or technical service centers or or it far greater increasing in automation processes that could be automated. But then the AI would would support for the rest that can't be simply automated but need intelligence support as well. >>So if I go back to your CEO of a Harvard study, last thing I want to be I'm on the board just feels, is in your 17%. I either want to be in the 90% if I'm well positioned right now, and maybe you have an opportunity to do so. But if not, I'm in that fat middle. And I really wanna be ableto come out of this stronger, even if it may might take a couple of years. So my question is, it seems like companies, they're gonna have to, at least in the near term, potentially sacrifice profitability in order to gain that business continuance, business resiliency that you talked about. Can they can They have their cake and eat it, too. In other words, can they maybe take a near term hit on profitability? But they ultimately become more successful and more profitable? Maybe using data >>the data would be one thing. I think the other part of this will will using data, for example, to predict demand forecast where where the puck is going and the use of data on on a monthly basis is going to be inadequate. Clearly right. Getting more more capability for real time demand sensing to create platforms that allow us to allow companies to understand where needs are emerging so that they can pivot there. Ah, their product portfolio accordingly, Collaborating with customers in in a far more I'll call it CO create crowd source way Ah would create more resilient customer relationship that come out in the future as well. And at the end, I think they'll be also an element around asset like strategies, which requires partnering with IBM suppliers etcetera, which then allow data to be the foundation where you can essentially say I'm using this much of this capability our forces, I'm investing in insignificant of capital a place. >>So when I talk to executives. I'm hearing the consistent themes We very much are concerned about the health and well of our of our employees getting remote home infrastructure going once we ensure that they're healthy, we want to make sure that they're productive getting staying close to customers for sure. Making Short Foster are in line because there's so much uncertainty. But not a lot of time right now is being spent on sort of the long term strategic aspect of the organization that maybe will come back slowly. So what advice are you giving the organizations right now in this situation? >>Yeah. So I think the biggest focus would be, as I think, Winston Churchill said, this never based a good crisis. Eso So considering considering that as being the backdrop Ah, these are the times when, when recognizing what would be the sources of value, like I said before making sure the dual focus is kept in mind, apart from of course, ah, employee health and safety and engagement. Ah, then then, in addition to that, keeping in mind that the localization off supply chains will need to be a big topic keeping your ah, as they say, powder dry for but the opportunity of buyer and march. I would also be an element start considering how you re configure your supply chain. And at the end of the day, another important element would be making sure that you are Ah, you. As you come out of this, don't lose sight off sustainable development. No as well as you go back to the things off the fact that since digital will be an important fulcrum come out the other end apart from the other elements we talked about that you start prioritized those digital transformation programs that focus on both operations and supply chain as well as customer engagement. And that becomes a key focus and no longer just driven by, Let's say, the straight business case, but also persisting and ending. The resilience will come out and deal with people prices as well. >>So many of those things that you just mentioned might have been culturally challenging for a lot of organizations prior to over it. But in a way, organization's going to get covert Mulligan or the CEO. You know, the boards of directors might have felt like okay, we had to make some changes, but we got to be careful now with Covic being such a disruptor. Uh huh. Organizations been really drive forward and set up for the next decade. Bring us home. What do your final thought? >>Yeah, I think boards and see years have Do you have to really think of this in stages and and start to Of course, the initially the start of this crisis was not not planned, but recognizing that this recovery will appear in stages, so we think of it is respond, which is where most companies are the next day being ah you know, being being recover, which is getting started back up or dealing with demand and so on. And the third stage being green went I think boards and see years need to start putting perhaps three work streams in place around these three different time horizons. And keep that they're planning in place so that they can effectively work to recovery while they have a separate stream. That's focusing on the reinvent, but they're more resilient and more prepared, and they are able to take and take advantage of both the opportunities as well as of getting more resilient company for the future, >>great insight and an awesome advice. Thanks so much for coming on The Cube. Really appreciate your time. >>Appreciate it. Thank you for the opportunity. >>You're very welcome. And thank you for watching everybody. We're seeing the pattern emerged where? We're not just gonna go back the last decade. We're really gonna have toe prepare for the next decade. Business resiliency and business continuance and flexibility. It's a whole new world, folks. This is the Cube covering IBM. Think 2020 the digital event. We'll be right back right after this short break. >>Yeah, yeah, yeah, yeah, yeah, yeah.

>> Announcer: From theCUBE studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a CUBE conversation. >> Hello everybody, welcome to this special CUBE conversation. My name is Dave Vellante and you're watching theCUBE. We're here with Sanjay Poonen who's the COO of VMware and a good friend of theCUBE. Sanjay great to see you. Thanks for coming on. >> Dave it's a pleasure. In these new circumstances, shelter at home and remote working. I hope you and your family are doing well. >> Yeah, and back at you Sanjay. Of course I saw you on Kramer Mad Money the other night. I was jealous. I said, "I need Sanjay on to get an optimism injection." You're a great leader And I think, a role model for all of us. And of course the "Go Niners" in the background really incented me to get-- I got my Red Sox cap and we have a lack of sports, but, and we miss it, But hey, we're making the best. >> Okay Red Sox is better than the Patriots. Although I love the Patriots. If i was in the east coast, especially now that Brady's gone. I guess you guys are probably ruing a little bit that Jimmy G came to us. >> I am a huge Tampa Bay fan all of a sudden. I be honest with you. Tom Brady can become a Yankee and I would root for them. I tell you that's how much I love the guy. But anyway, I'm really excited to have you on. It's obviously as you mentioned, these times are tough, but we're making the best do and it's great to see you. You are a huge optimist, but I want to ask you, I want to start with Narendra Modi just announced, basically a lockdown for 21 days. 1.3 billion people in your native country. I wonder if you could give us some, some thoughts on that. >> I'm, my parents live half their time in Bangalore and half here. They happen to be right now in the US, and they're doing well. My dad's 80 and my mom's 77. I go to India a lot. I spent about 18 years of my life there, and the last 32 odd years here and I still go there a lot. Have a lots friends and my family there. And , it's I'm glad that the situation is kind of , as best as they can serve it. It's weird, I was watching some of the social media photos of Bangalore. I tweeted this out last night. The roads look so clean and beautiful. I mean, it looks like 40 years ago when I was growing up. When I would take a bicycle to school. I mean Bangalore's one of the most beautiful cities in India, very green and you can kind of see it all again. And I think, as I've been watching some of the satellite photos of the various big cities to just watch sort of Mother Nature. Obviously, we're in a tough time and, I open my empathy and thoughts and prayers go to every family that's affected by this. And certainly ones who have lost loved ones, but it's sort of, I think it's neat, that we're starting to see some of the beautiful aspects of nature. Even as we deal with the tough aspects of sheltered home. And the incredible tough impacts of this pandemic across the world. >> Yeah, I think you're right. There is a silver lining as much as, our hearts go out to those that are that are suffering. You're seeing the canals in Venice run clear. As you mentioned, the nitrous oxide levels over China. what's going on in Bangalore. So, there is a little bit of light in the end of the tunnel for the environment, I hope. and at least there's an indication that we maybe, need to be more sensitized to this. Okay, let's get into it. I want to ask you, so last week in our breaking analysis. We worked with a data company called ETR down in New York City. They do constant surveys of CIO's. I want to read you something that they came out with just on Monday and get your reaction. Basically, their annual growth and IT spend they're saying, is showing a slight decline for 2020. As a significant number of organizations plan to cut and/or delay IT expenditures due to the coronavirus. Though the current climate may suggest worse many organizations are accelerating spending for 2020 as they ramp up their work-from-home infrastructure. These organizations are offsetting what would otherwise be a notable decline in global IT spend versus last year. Now we've gone from the 4% consensus at the beginning of the year. ETR brought it down to zero percent and then just on Monday, they went to slight negative. But, what's not been reported widely is the somewhat offsetting factor of work-from-home infrastructure. VMware obviously plays there. So I wonder if you could comment on what you're seeing. >> Yeah, Dave, I think , we'll have to see . I'm not an economic pundit. So we're going to have to see what the, IT landscape looks like in the overall sense and we'll probably play off GDP. Certain industries: travel, hospitality, I mean, it's brutal for them. I mean, and I hope that, what I really hope, that's going to happen to that industry, especially there's an infusion through recovery type of bill. Is that no real big company goes under, and goes bankrupt. I mean kind of the situation in 2008. I mean, people wondering what will happen to the Airlines. Boeing, hospital-- these are ic-- some of them like Boeing are iconic brands of the United States and of the world. There's only two real companies that make planes. So we've got to make sure that those industries stay afloat and stay good for the health of the world. Health of the US economy, jobs, and so on. That's always one end. Listen, health and safety of our employees always comes first. Before we even think about that. I always tell people the profits of VMware will wait if you are not well, if your loved ones not well, if your going to take care of people, take care of that first. We will be fine. This too shall pass. But if you're healthy, let's turn our attention because we're not going to just sit at home and play games. We're going to serve our customers. How do we do that? A lot of our customers are adjusting to this new normal. As a result, they have to either order devices with a laptop, screens, things of those kinds, to allow a work-from-home environment to be as close to productive as they work environment. So I expect that there will be a surge in the, sort of, end points that people need. I will have to see how Dell and HP and Lenovo, but I expect that they will probably see some surge in their laptops. As people, kind of, want those in the home and hopefully their supply chains are able to respond. But then with every one of those endpoints and screens that we need now for these types of organizations. You need to manage them, end point management. Often, you need virtual desktops on them. You need to end point security and then in some cases you will probably need, if it's a remote office, branch office, and into the home office, network security and app acceleration. So those Solutions, end point management, Workspace ONE, inclusive of a full-fledged virtual desktop capability That's our product Workspace ONE. Endpoint Securities, Carbon Black and the Network Platform NSX being software-defined was relegated for things like, load balancers and SDWAN capabilities and it's kind of almost feels like good, that we got those solutions, the last three, four years through acquisitions, in many cases. I mean, of course, Airwatch and Nicira were six, seven, eight years ago. But even SD-WAN, we acquired Velocloud three and a half years ago, Carbon Black just four months ago, and Avi in the last year. Those are all parts of that kind of portfolio now, and I feel we were able to, as customers come to us we're not going in ambulance-chasing. But as customers come to us and say, "What do you have as a work-at-home "for business continuity?" We're able to offer them a solution. So we did a webcast earlier this week. Where we talked about, we're calling it work in home with business continuity. It's led with our EUC offerings Workspace ONE. Accompanied by Carbon Black to secure that, and then underneath it, will obviously be the cloud foundation and our Network capabilities of NSX. >> Yeah, so I want to double down on that because it was not, the survey results, showed it was not just collaboration tools. Like Zoom and WebEx and gotomeeting Etc. It was, as you're pointing out, it was other infrastructure that was of VPN's. It was Network bandwidth. It was virtualization, security because they need to secure that work-from-home infrastructure. So a lot of sort of, ancillary activity. It was surprising to me, when I saw the data, that 21% of the CIO's that we surveyed, said that they actually plan on spending more in 2020 because of these factors. And so now we're tracking that daily. And the sentiment changes daily. I showed some other data that showed the CIO sentiment through March. Every day of the survey it dropped. Okay, so it's prudent to be cautious. But nonetheless, people to your point aren't just sitting on their hands. They're not standing still. They're moving to support this new work-from-home normal. >> Yeah, I mean listen, I forgot to say that, Yeah, we are using the video collaboration tools. Zoom a lot. We use Slack. We'll use Teams. So we are, those are accompanied. We were actually one of the first customers to use Zoom. I'm a big fan of my friend Eric Yuan and what they're doing there in modernizing, making it available on a mobile device. Just really fast. They've been very responsive and they reciprocated by using Workspace ONE there. We've been doing ads joined to VMware and zoom in the market for the last several years. So we're a big fan of their technology. So far be it from me to proclaim that the only thing you need here's VMware. There's a lot of other things on the stack. I think the best way, Dave, for us that we've sought to do this is again, I'm very sensitive to not ambulance-chase, which is, kind of go after this. To do it authentically, and the way that authentically is to be, I think Satya Nadella put this pretty well in an interview he did yesterday. Be a first responder to the first responder. A digital first responder, if I could. So when the, our biggest customers are hospital and school and universities and retailers and pharmacies. These are some of our biggest customers. They are looking, in some cases, actually hire more people to serve their communities and customers. And every one of them, as they , hire new people and so and so on, will I just naturally coming to us and when they come to us, serve them. And it's been really gratifying Dave. If I could read you the emails I've been getting the last few days. I got one from a very prominent City, the United States, the mayor's office, the CTO, just thanking us and our people. For being available who are being careful not to, we're being very sensitive to the pricing. To making sure customers don't feel like, in any way, that we're looking at the economics of it will always come just serve your customer. I got an email yesterday from a very large pharmacy. Routinely we were talking to folks in the, in the healthcare industry. University, a president of a school. In fact, Southern New Hampshire University, who I mentioned Jim Cramer. Sent me a note saying, "hey, we're really grateful you even mentioned our name." and I'm not doing this because, Southern New Hampshire University is doing an incredible job of moving a lot of their platform to online to help tens of thousands. And they were one of the early customers to adopt virtual desktops, and the cloud desktops, and the services. So, as we call. So in any of these use cases, I just tell our employees, "Be authentic. "First off take care of your families. "It's really important to take care of your own health and safety. But once you've done that, be authentic in serving our customers." That's what VR has always done. From the days of dying green, to bombers, to Pat, and all of us here now. Take care of our customers and we'll be fine. >> Yeah, and I perfectly understand your sensitivity to that notion of ambulance-chasing and I'm by no means trying to bait you into doing that. But I would stress, the industry needs you and the tech it-- many in the tech industry, like VMware, have very strong balance sheets. They're extremely viable companies and we as a community, as an industry, need companies like VMware to step up, be flexible on pricing, and terms, and payment, and things like that nature. Which it sounds like you're doing. Because the heroes that are on the front lines, they're fighting a battle every day, every hour, every minute and they need infrastructure to be able to work remotely with the stay-at-home mandates. >> I think that's right. And listen, let me talk a little bit of one of the things you talked about. Which is financing and we moved a lot of our business to increasingly, to the cloud. And SaaS and subscription services are a lot more radical than offer license and maintenance. We make that choice available to customers, in many cases we lead with cloud-first solutions. And then we also have financing services from our partners like Dell financial services that really allow a more gradual, radibal payment. Do people want financing? And , I think if there are other scenarios. Jim asked me on his show, "What will you do if one of your companies go bankrupt?" I don't know, that's an unprecedented, we didn't have, we had obviously, the financial crisis. I wasn't here at VMware during the dot-com blow up where companies just went bankrupt in 2000. I was at Informatica at the time. So, I'm sure we will see some unprecedented-- but I will tell you, we have a very fortunate to be profitable, have a good balance sheet. Whatever scenario, if we take care of our customers, I mean, we have been very fortunate to be one of the highest NPS, Net promoter scorer, companies in the industry. And , I've been reaching out to many of our top customers. Just a courtesy, without any agenda other than, we're just checking in. A friend in need is a friend indeed. It's a line that I remembered. And just reach out your customers. Hey listen. Checking in. No, other than can we help you, if there's anything and thank you, especially for ones who are retailers, pharmacies, hospitals, first responders. Thank them for what they're doing to serve many of their people. Especially people in retail. Think about the people who have to go into warehouses to service us, to deliver the stuff that comes to our home. I mean, these people are potentially at risk, but they do it. Put on masks. Braving health situations. That often need the paycheck. We're very grateful for that, and our hope is that this world situation, listen, I mentioned it on on TV as a kind of a little bit of a traffic jam. I love to ski and when I go off and to Tahoe, I tell my family, "I don't know how long it's going to take." with check up on Waze or Google Maps and usually takes four hours, no traffic. Every now and then it'll take five, six, seven. Worst case eight. I had some situation, never happen to me but some of my friends would just got stuck there and had to sleep in their car. But it's pretty much the case, you will eventually get there. I was talking to my dad, who is 80, and he's doing well. And he said, this feels a little bit like World War Two because you're kind of, in many places there. They had a bunker, shelter. Not just shelter in place, but bunker shelter in that time. But that lasted, whatever five, six years. I don't think this is going to last five, six years. It may be five, six months. It might be a whole year. I don't know. I can guarantee it's not going to be six years. So it won't be as bad as World War two. It certainly won't be as bad as the Spanish Flu. Which took 39 people and two percent of the world. Including five percent of my country, India in the 1918 to 1920 period, a hundred years ago. So we will get through this. I like, we shall overcome. I'm not going to sing it for you. It's one of my favorite Louis Armstrong songs, but find ways by which you encourage, uplift people. Making sure, it is tough, it is very tough times and we have to make sure that we get through this. That jobs are preserved as best as we can because that's the part I'm really, really concerned about. The loss of jobs and how we're going to recover as US economy, but we will make it through this. >> Yeah, and I want to sort of second what you're saying. That look, I know there are a lot of people at home that going a little bit stir crazy and this, the maybe a little bit of depression setting in. But to your point, we have to be empathic for those that are suffering. The elderly, who are in intensive care and also those frontline workers. And then I love your optimism. We will get through this. This is not the Spanish Flu. We have, it's a different world, a different technology world. Our focus, like many other small businesses is, we obviously want to survive. We want to maintain our full employment. We want to serve our customers and we, as you, believe that that is the recipe for getting through this. And so, I love the optimism. >> And listen, and we can help be a part of my the moment you texted me and said, "Hey, can I be in your show?" If it helps you drive, whatever you need, sponsorship revenue, advertising. I'm here and the same thing for all of our friends who have to adjust the way in which the wo-- we want to be there to help them. And I've chosen as best as I can, in terms of how I can support my family, the sort of five, five of us at home now. All fighting over bandwidth, the three kids, and my wife, and I. To be positive with them, to be in my social media presence, as best as possible. Every day to be positive in what I tweet out to the world And point people to a hope of what's going to come. I don't know how long this is going to last. But I can tell you. I mean, just the fact that you and I are talking over video interview. High fidelity, reasonably high fidelity, high bandwidth. The ability to connect. I mean it is a whole lot better than a lot of what happened in World War 2 or the Spanish flu. And I hope at the end of it, some of us, some of this will forever change our life. I hope for for example in a lot of our profession. We have to travel to visit customers. And now that I'm building some of these relationships virtually. I hope that maybe my travel percentage will drop. It's actually good for the environment, good for my family life. But if we can lower that percentage, still get things done through Zoom calls, and Workspace ONE, and things of those kinds, that would be awesome. So that's how I think about the way in which I'm adapting my life. And then I set certain personal goals. This year, for example, we're expanding a lot of our focus in security. We have a billion dollar security business and we're looking to grow that NSX, Common Black, Workspace ONE, and accompanying tools and I made it a goal to try and meet at all my sales teams. A thousand C-ISOs. I mean off I know a lot of CIO's in the 25 years, I've had, maybe five, six thousand of them in the world. And blessed to build that relationship over the years of my SAP and VMware experience, but I don't know. I mean, I knew probably 50 or 100. Maybe a few hundred CISO's. And now that we have a portfolio it's relevant to grant them and I think very compelling across network security and End Point security. We own the companies with such a strong portfolio in both those areas. I'm reaching out to them and I'm happy to tell you, I connected, I've got the names of 1,000 of the top CISO's in the Fortune 1000, Global 2000, and connecting with many of them through LinkedIn and other mixers. I hope I talked to many of them through the course of the year. And many of them will be virtual conversations. Again, just to talk to them about being a trusted advisor to us. Seeing if we can help them. And then of course, there will be a product pitch for NSX and Carbon Black and how we're different from whoever it is, Palo Alto and F5 and Netscaler and the SD line players or semantic McAfee Crowdstrike. We're differentiated so I want to certainly earn some of the business. But these are ways in which you adjust to a virtual kind of economy. Where I'm not having to physically go and meet them. >> Yeah, and we share your optimism and those CISO's are, they're heroes, superheroes on the front line. I'll tell ya a quick aside. So John Furrier and I, we're in Barcelona. When really, the coronavirus came to our heightened awareness and John looked at me and said, "Dave we've been doing digital for 10 years. "We have to take all of the software that we've developed, "all these assets and help our customers pivot." So we share that optimism and we're actually lucky to be able to have the studios and be able to have these conversations with you guys. So again, we share that, that optimism. I want to ask you, just on guidance. A lot of companies have come out and said we're not giving guidance anymore. I didn't see anything relative to VMware. Have you guys announced anything on guidance in terms of how you're going to communicate? Where are you at with that? >> No, I think we're just, I mean listen, we take this very carefully because of reg FD and the regulations of public company. So we just allow the normal quarterly ins. And of outside of that, if our CFO decides they may. But right now we're just continuing business as usual. We're in the middle of our, kind of, whatever, middle of our quarter. Quarter ends April. So work hard do the best we can in all the regions, be available for all of our teams. Pat, myself, and others we're, to the extent that we're healthy and we're doing well, but thank God, is reach out to CISO's and CIO's and CTO's and CEOs and help them. And I believe people will spend money. The questions we have to go over. And I think the stronger will survive. The companies with better balance sheet and unfortunately, some of the weaker companies won't. And I think quite frankly, if you do your job well. I don't mean this in any negative sense. The stronger companies will take share in these environments. I was watching a segment for John Chambers. He has been through a number of different, when I know him, so an I have, I've talked to him about some of the stuff. He will tell you that he, advises is a lot of his companies now. From the experiences he saw in 2008, 2001, in many of the crisis and supply chain issues. This is a time where leadership counts. The strong get stronger. Never waste a good crisis, as Winston Churchill said. And as you do that, the strong will come strong because you figure out ways by which, if you're going to make changes that were planned for one or two years from now. Maybe a good time to make them is now. And as you do that you communicate a vision for where you're going. Very clearly to your employees. Again incessantly over and over again. They, hopefully, are able to repeat it in their own words in a simple fashion, and then you get all of your employees in our case 30,000 plus employees of VMware lined up. So one of the things that we've been doing a lot of these days is communicate, communicate, communicate, internally. I've talked a lot about our communication with customer. But inside, our employees, we do calls with our top leaders over Zoom. Calls, intimate calls, and many, often we're adjusting to where I'll say a few words. I have a mandatory every two week goal with all of my senior most leaders. I'll speak for about five minutes and then for the next 25 minutes, the top 12, 15 of them I listen. To things, I want all of them to speak up. There's nobody who should stay silent, because I want to hear what's going on in that corner of the world. >> But fantastic Sanjay. Well, I mean, Boeing, I heard this morning's going to get some support from the government. And strategically that's very important for our country. Congress finally passed, looks like they're passing that bill, and support which is awesome. It's been, especially for all these small businesses that are struggling and want to maintain full employment. I heard Steve Mnuchin the other day saying, "Look, we're talking about two months of payroll "for people if they agree to keep people employed. "or hire them back." I mean the Fed. people say, oh the FED is out of arrows. The Feds, not out of arrows. I mean, I'm not an economist either. But the Fed. has a lot of bullets in their gun, as they say. So Sanjay, thanks so much. You're an awesome leader and really an inspirational executive and a good friend so thank you so much for coming on theCUBE. >> Dave, always a pleasure. Please say hi to all of my friends, your co-anchors, and the staff at CUBE. Thank them for all their hard work. It's a pleasure to talk to you this morning. I wish you, your family, and your friends and all of our community, stay safe and be well. >> Thank you Sanjay and thank you for watching everybody. This is Dave Vellante for the cube and we'll see you next time. (soft music)

>>Winston Edmundson here at Hadoop summit. We've got Steve woolens from Teradata. He's going to talk to me a little bit about a exciting new announcement that you had with Hortonworks today. Tell me a little bit about that. >>Yeah. So Teradata has been in the data management analytics space for over 30 years. And with the announcement today, we announced data portfolio for Hadoop, which is a collection of products, services, and customer support for an entire portfolio for the products. So we've got turnkey appliances, we've got commodity offerings and with Hortonworks, we've got a shared customer support model, so we can give our customers everything they need around >>Ultimate support. Pretty exciting. Now this seems like it must've been a long process to put all this together. >>Well, we've had a partnership with Hortonworks for about a year. We've had Hadoop product offerings in the market for about six months. We've seen a lot of uptake from our customers, and it's really about broadening that to make sure that customers can buy a dupe standalone integrated in with the rest of their data architecture and make it a trusted component within that next generation data architecture. >>Tell me what excites you right now with the customers that you're helping, you're meeting their needs. Where do you see things going? What trends are you following right now? >>The big thing we're seeing is customers. Our customers want to better serve their customers. And there's so many new interaction points that they have with those customers through social networks, email, and being able to take things like the call center voice records, but that's been data that hasn't really been explored in the past to figure out how to better serve those customers. So now with Hadoop and other MapReduce technologies, we can incorporate that analysis into how we better serve our customers, customers at the end of the day. If that makes sense, that's ultimately, it's about getting deeper insights into how to better service the customers. And I think with all the new data that's out there and the hype around big data, that's really what it's about. >>Do you find the customers are coming to you with their own ideas or are they looking to you for suggestions on just how they can bring these different data sets together and how they can maximize and leverage some of this data? >>Well, the problem is there's so much hysteria in this market. I mean, it's an exciting place to be, but there's a lot of technologies, right? So I think the thing with Teradata is we do provide that trusted advisor status. I mean, we've been implementing data analytics solutions for a long, long time and a lot of the problems aren't new, they're just incorporating new analytics techniques. So they have ideas in terms of things they've heard about. They're not really sure how to implement it sometimes. So part of our offering is we have services, so we can look across their entire data architecture and figure out where does the dupe really fit? What are the best use cases for it? How do we integrate that across the enterprise? So the end users and the applications that can benefit from that data can really get the value from it. >>How important do you think it is or how much is an advantage that you are tried and true. You've been here. I mean, some of these solution providers, you can call them fly by night. I mean, they just, they're just here on, you know, they've just formed. They don't have a track record. It's your track record of success? One of the main things that customers are attracted to? >>I think so. I mean, the reality is we have, we're like in the trenches with our customers, it's not just the technology, but when we have business consulting, people that come in with domain expertise from a given industry, so you can call it a track record or whatever it is, but it's really understanding, not just technology, but the business and how these things come together to really get the most value from all the cool technology that's out there. So yeah, a lot of the fly by nighters, I mean, there's a lot of innovative things that are happening. And at duke five years ago, it was one of those very new things. And so we've been looking at it for a while and now we figured out the best way to incorporate it into our solution portfolio and to roll it out to customers >>When you're helping a customer. And you're, you're looking at the here and now, this is what they, they need to be addressing. I would imagine a lot of customers want to know what's around the corner, what's around the bend that we should be aware of, that we should try to be, be prepared for. What do you, what do you tell them? >>Well, I think, you know, everybody will say there's just more and more data coming at you. I think other analytic techniques like graph analysis is something that people particularly with social networks are trying to figure out how are people interrelated to each other. So it's a lot of different use cases and there's different analytic techniques that can be combined in unique ways. So a lot of our R and D investment is going into how do we bring more of those analytic techniques and unify them for people in one system. So that regardless of your data scientists or business analysts, you can ask really interesting, tough questions that you couldn't answer ask before. So it's about giving answers to sometimes the unknown questions and helping them explore that data through unique ways. >>What would you say are some of the industries that are maybe there's probably more urgency for them to adopt some of these strategies or perhaps just, they're more likely to have a big return on investment? What industries would you point to? >>I mean, for us, it's a lot of the traditional industries where you have a lot of consumers, right? Telecommunications, retail, retail, financial services, anybody who's working with. A lot of customers that have a lot of products, just have a lot of complexity, a lot of customer interaction touchpoints. So I think those are the people that typically we see adopting new technology and really thinking about how to better serve their customers >>For folks that are watching tuning in. And they're pretty excited about what you might be able to help them with. What's the best way for them to get in touch with you or, or >>You just go to teradata.com and check us out there. That's probably the best way to reach us. >>Right. Fantastic. Thanks for your time. Winston Edmondson here with studio B signing out.