Douglas Lieberman, Dell Technologies & Dennis Wong, Singtel | MWC Barcelona 2023
(gentle pulsating music) >> Narrator: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (light airy music) >> Good evening from Fira, Barcelona in Spain. It's Lisa Martin and Dave Vellante. We are covering with theCUBE MWC '23. This is day three. Three full days, almost, of coverage we've given you. And don't worry, we've got a great conversation next, and another day tomorrow. We're going to be talking with Singtel and Dell next about 5G network slicing. Sexy stuff. Please welcome Dennis Wong, VP Enterprise 5G and Platform from Singtel. And Douglas Lieberman is back with us. Our alumni, Global Senior Director, GTM and Co-Creation Services, Telecom Systems Business at Dell. Welcome, guys. Great to have you. >> Thank you very much. >> Thanks for having us. >> So Dennis, go ahead and start with you. Talk to the audience about Singtel. You've got a unique insight into some of the challenges that 5G brings and the opportunities. What is Singtel seeing there? >> I think from a Singtel perspective, I think 5G technology brings about a new era of opportunities for all the enterprises, you know, from big to small. I think that's one thing that we are aiming to do. How do we put technology together? And that's why I think that 5G brings about a lot more capabilities, a lot more parameters that, you know, for the new technology, new devices, new services that we can explore. I mean, we are giving ourself a new opportunity to try something that's better than Wi-Fi, that is better 4G. So I think that's something very exciting for me. >> What are some of the challenges that you see that are, that you look to partners like Dell to help wipe off the table? >> I think one of the things that Dell has been doing very closely with us, I think in terms of the network technology, in terms of the RAN, in terms of the, you know, kind of virtualization, in terms of marketplace, in terms of ecosystem, they are all over the place. So I think for them, they are not looking at just hardware, they are looking at how to support us as a whole ecosystem to work things together. >> You know, it's interesting because it's maybe an overused term, but everyone talks about 5G being the enterprise G. And really, what's interesting about 5G, and where Dell is really able to add value in working with partners like Singtel, is the disaggregation of 5G and the open side of it, and the ability to take different workloads and customize them because of the fact that the whole packet core and the CU and the DU and that architecture is not locked into a single proprietary architecture, allows for customization and injection of workloads, and allows enterprises to really tune the network to what their workloads need to be. >> So I wonder, Dennis, can you take us through the anatomy of a 5G deployment? How does it work? Do you start with a sort of greenfield, sort of test bed? How do you connect it to your 4G networks? Take us through the process. >> Maybe I will go through from a customer lens. What does the customer think, and what does the customer feels about when we approach them for 5G? I think for most of the customers who are thinking about 5G, they are usually already having some kind of a services that's running on the current technology. Could be 4G, could be Wi-Fi. And one very typical example that I can share with you is that one of the customers, he was saying that, "I'm having Wi-Fi already. Can you prove to me that 5G is better?" So, what we did was that we actually rolled out our, this little proprietary 5G in the box. We call it 5G GENIE. GENIE stands for Generating Instant Experience. You know, very interesting name. We pushed that to the customer place. Within 30 minutes, he set up a 5G connectivity in his area, and he tested his performance of his Wi-Fi with the GENIE on the spot. And immediately, wow, he see that there's a lot of difference in the performance. Now, so the first part, is really about getting the customer to feel that, why 5G is truly better. Let them experience it. Then after which, we went through with them, because of this performance, what does it do to your business? From a productivity perspective, security perspective, safety perspective. And they kind of look at it and say, "Wow." that is where the ROI comes from. Then after which, then is where I think, you know, where Dave says, you know, he comes in whereby then, we will design, if it's a factory, we are to design the coverage in the factory because robots are moving. You want to ensure that every part of them, of their factories have the coverage. So we are to design it, we are to build it, put in all the controls and put in all the devices. And then after which, you know, then all things will go. And of course, from a customer perspective, they will still need to run the application. We need to check that the performance is, you know, up to the mark. So I think in all, the 5G journey is not really just about putting the network and, "Here, customer, let's use it." There's a lot of conviction, there's a lot of testing, there's a lot of what we call trial and error with the customer. Yeah. >> So thank you for that explanation. So that's there, we're going to make a business case, and they're going to see immediate performance improvements. Then, I presume they're going to start building new applications on top. And then maybe that'll negatively affect the performance, but that's okay. It's like we were talking about the other day, there's so much data pumping, you get equivalent performance, but so much more capability. So how are you guys thinking about that ultimate layer, where that value is, the application, the workloads, that are going to be new to these networks? >> Well, let's, you know, we can take a step back and talk about, for example, the use case he just talked about, which was in, you know, autonomous vehicles or robots inside a factory. It's not that it's just more performance. It's reliable performance and consistent performance. Because the difference with a cellular solution, a mobile solution, a 5G solution, than a Wi-Fi, is the guaranteed spectrum and the isolated spectrum and the lack of competition for that space. I mean, I tell people this all the time, and you can see it right now. If you were to open your phone and look at all the Wi-Fi hotspots that exist right here, there is an enormous amount of contention for the exact same spectrum and we're all competing with each other. >> Dave: I can't get into the network. >> Right, and so the more people that walk past us in this cube, the more that there's going to be interference. And so the performance is not guaranteed. And if you have an automated factory, if you have machines that are moving around a factory, if you have robots that need to work together, you can't afford for it to be great one minute, and lousy the next minute. You need consistent high performance. And that's where these 5G networks and private 5G networks are really, really important. 'Cause it's not just about faster. Sometimes it's not all about can I get it there faster? I want it faster, but reliably and consistently, and make sure I get the same experience every time, so that I can then build more intricate and complicated applications. If you have a warehouse that's got autonomous robots, the closer I can have those robots get to each other, means the more packages I can move, or the more welds I can make, or the more machine parts I can get out the door because I don't have to build into the, "Oh my God, I lost Wi-Fi connectivity for 10 seconds," and I got, "And everything stops, until the connectivity comes back and they can resume." >> And anybody would choose consistent, predictable performance over spiky performance. >> Doug: Right. >> And you're saying the technology, you're able to better leverage the spectrum, isolate the spectrum for that specific use case. That is a technology enabler. >> Dennis: Maybe I can also give you another perspective. Together with the 5G technology is where the multi-edge computing comes into place. And that's where I think one of the things that we work very closely with Dell as well. Because that is very important. With that compute at the edge, means that your latency is low. And, like what you said, it's not just low latency, it's consistently low latency. Today, let's say in Singapore, Singapore is a very small city. You can travel from one end of the city to the other end in one and a half hour, and that's it. Singapore is so- >> If there's no traffic. >> And if there's no traffic. (all laugh) Now, so everyone was saying, "Singapore is such a small city, why would you need a edge?" So I explained to them, we did a test from a cloud gaming perspective. As we use 4G over the public cloud, it's true that you can get about 10, 15, 20 milliseconds, you know, on a good day, but it's, on average, it's about 15, 20 milliseconds. However, you will find that there are times, whereby it'll spike to 150, spike to 90, spike to 200. So you can see that it's not just about low latency, it's about consistent low latency. So that's where I think 5G and MEC come as a good pair to make sure that, you know, the performance of our, for those factories or what, you know, kind of Doug has mentioned, the high performance, you know, synchronized services is very important. Beside packing the, you know, the drones, or the robots who go close together, you want it to be synchronized. And you know, if you've seen some of those robots that work together, it's almost synchronized. That is the one thing that, our dreams that we going to make sure that we going to achieve, yeah. >> And then, of course, on top of all that, is security, which is really, really important on all these. I mean the vulnerabilities of Wi-Fi are well known. There is a hundred different tools that you can download for free to test the security of any Wi-Fi network. So there's- >> Dave: I got my VPN and it won't let me on the network. >> Right, exactly. (all laugh) You know, so the benefit of a 5G solution, a 4G solution, is the added layer of security. I'm not saying that it's perfect, you know, there are obviously ways to get around those as well, but every additional layer of security is one less attack factor that you have to worry about every single day. >> So Dennis, you're pro on the 5G adoption journey. You both have talked about the ostensible benefits there and then the capabilities. I want to understand, how is Dell actually helping, under the covers, Singtel, deliver this connectivity and this consistency and the reliability that your customers expect? >> Yeah. I think, you know, having all these services together, I think, other than just what we call the 5G connectivity, it's like what you mentioned about the RAN, the disaggregated kind of services, I think that gives us a lot of opportunity in terms of flexibility, in terms, of course. But I think one of the things that we also work closely together is about new technology. As I've mentioned also that, you know, the marketplace or the partners that Dell brings, that's very, very important for us. And then for me, I think that, if I look at it again from the customer lens again, right? Having the kind of right equipment, which we are working together with Dell, is important, but I think having the right ecosystem that use the equipment, is even more important. I will give you a very simple example. For any organization, for any services that you need to deploy, let's choose a SMB. You'll realize that, if I want to deploy an application in my office, there's a few things you need to consider. Networks, which could be provided by 5G, right? Then you talk about the public cloud. Then you talk about the, what we call the public cloud and you talk about the edge. Now, in order for you to deploy this, you'll realize that every one of them could be orchestrated and synchronized. And then, as well, Doug has mentioned, after you implemented three of them, you've still got to consider security across them. >> Lisa: Yeah, yeah. >> So what happens there for us, what we want to do is that, we actually build a platform that actually sits on top of all this. This platform actually controls the 5G network, the MEC, as well as the, what we call the public all together. And on top, sitting on top of that is all the applications. Why so? Because again, anytime you have an application, you know that you have to make sure that the VMs works, the hypervisor works, you know, connectivity works, the compatibility works. So, when we build this platform, we put all the ecosystem on board and then it makes it like, the customer can have a one stop shop, look at the equipment, look at the, what we call the equipment, look at the networks, look at the, you know, the cloud, the IaaS as well as the application, it works. And so, working together with Dell, we actually come up and look at some solution that's fit for the market. One of the opportunity that we are looking together with this Dell is in Singapore. How do we actually ship a really packaged bundle to SMEs that has a Dell equipment, our 5G network, plus the platform product ecosystem, that can ship to any restaurant around? So that, you know, we are thinking out loud. Like for example, as you move into the restaurant, you know, we always say that, please scan your barcode on the table for the menu. >> Lisa: Yeah. >> You can just go in, and by facial recognition, knowing that you are not a staff. So it's a reverse privacy. And then after that, push, you know, the menu to your phone directly. And so, therefore, it cuts again the stuff of me trying to scan the menu or waiting for it to load. And because with the on-prem equipment from Dell, let's say for example, there's things is pushed to the phone instantly. You know, sometimes we know that, when some of this goes to the public web or public cloud, and by the time it loads the menu, you are just waiting to avoid the load. So you can see that all these become a experience for the SMEs and the restaurant's staff. So I think these are some of these great use cases that we can foresee in the future. >> And I think, you know, something you just said is really a key part, right? As technologists, sometimes we get wrapped around the technology, and we forget about the fact that it's all about the outcome. To the enterprise, they're looking at a workload. They have a very specific thing they want to accomplish. And all this stuff, private 5G, and edge, and cloud, they're all really irrelevant. They're just means to get to what their outcome that they want to be is. And when we look at them atomically, and as independent little units, we end up with sprawl, and honestly, enterprises are telling us more and more and more, "I don't want that. I don't want a science project. I don't want to be responsible for figuring out how all these things are going to play together and have one rack of equipment for my network, and one rack of equipment for my private 5G, and another rack of equipment for my edge cloud and another rack of equipment for the MEC." And you start to get data centers inside of a pizza shop where there's no space to put a data center, right? And so the partnership we have with Singtel, and exactly what Dennis was just talking about, is how do we take all of those and start realizing that with virtualization and containerization and the open architecture that exists with function virtualization in networking today, in private 5G. We're able to utilize a common infrastructure stack, a common platform to be able to give you all those functions to run the 5G, to run your core applications, to run the MEC, to do all those things, so that we're minimizing the footprint, but also minimizing the complexity. And that's really the point. >> So how mature are we today? Where are we? When can we expect deployments? You know, are there any sort of early case examples you can share? >> Yeah, like I said, you know, in Singapore itself, we have already saw a little bit of success. Especially in Singapore, we have 5G SA already. So I think one of the few things that like I mentioned, some of these use cases that we did. So the company that I talked earlier about is a factory. They took the 5G GENIE, went there, and tested against the Wi-Fi, agree with it. They say, "Let's deploy." They have deployed it now, and it's running. So it's using the 5G for safety, you know, and safety inspection and remote assistance, for training, et cetera. We're using the VR goggles. So I think that's really a live use case. The other live use case is that in Singapore, one of the, you know, kind of automotive manufacturing plants is actually using the AGV that's controlled by our 5G, that's moving around in the factory in a very, what we call random manner. In a way that, in the past, whereby you would never conceive the automotive factories that is going to go on conveyor belts. But now, the AGV is moving as in where at in the ad hoc manner, yeah. >> Yeah, I mean we've got solutions. We've implemented with customers for mining, for example. For the autonomous vehicles in a mine where the, you know, after the mine explosion goes off and you got to gather the minerals and the ores, there's a lot of time that you have to wait before humans can go in. But with a 5G solution, we've been able to enable autonomous vehicles to go in there and start the process of collecting that ore without waiting for the humans, substantially improving safety, security, and the output and revenue of those mines. >> Dave: No, no canary necessary. (Dennis laughs) Is that correct that this capability is not really going to cannibalize Wi-Fi, right? It's going to go into use cases, or will it? Are there situations that overlap, where customers have sort of on the edge, no pun intended, tried to use Wi-Fi and then this will cannibalize some piece of the market? >> Look, there's a Venn diagram somewhere, right? (Lisa and Dennis chuckle) And at the end of the day, no one who's being honest is going to say that 5G is going to replace Wi-Fi, right? >> Yeah, yeah, sure. >> There are, and there's a lot of reasons for that. You know, challenges in adding new devices, you know, if you go to a store, and you want to get on their Wi-Fi, you don't want to necessarily add a new SIM to your phone. So there are places where Wi-Fi is still going to remain a very powerful long-term solution that's not going anywhere, especially at the moment because the cost of Wi-Fi, you know, the chips for Wi-Fi are pennies a piece to put in devices. So we're a long way away from 5G being at the same monetary scale as Wi-Fi. But, there are a lot of use cases where Wi-Fi is simply doesn't work. I talked about that mining solution, Wi-Fi doesn't work in a mine. It's got the wrong physics properties, it's got the wrong distance limitations, there's all sorts of problems. And so, what 5G has opened up, is where in the past, people tried to make Wi-Fi work and either gave up and ran wired, or just dealt with constant problems, like all their machines shutting down simultaneously. 5G is enabling them to now have a real solution that works. So it's carving out a niche for itself. In some places it's replacing Wi-Fi without a doubt 'cause it is a better solution. But there are some use cases that are going to remain Wi-Fi for a long time. >> And how flexible and mobile can that solution be? 'Cause we can't use Wi-Fi here. (Dennis chuckles) We have to use a hard line. >> Yep. >> Right? So, could we use 5G, our own private network on theCUBE? Or is it because we're going too many places? It's just just too complicated for us? >> That's where it comes from. >> Stick with fixed lines. >> That's where the next technology of 5G come from. >> Yeah. >> Slicing. >> Talk about that. >> You see that, you know, somebody ask me, "Why would somebody need slicing?" Then I'll ask you, "That if you are in US, or in any country in the world, there's always two way. You can use a highway and you pay toll. Or you use your small roads. Exactly, why do you have a highway, that you have to pay toll?" There is a highway, there's a path, there's a slice. So for operators, we can always say that based on your mission criticality, based on the speed you want, based on the kind of urgency you need, our works give you a slice, and that you have to pay a premium for it. So similarly, would be that 5G is going to be available here, and say that Cube will purchase a slice from Californica. And say that for Cube, this is your 5G, you have a freeway, green way, it's highly possible. >> Believe me, we're paying a premium for hard lines at Mobile World Congress or MWC. (all laugh) >> And to that point, right, you know, and those slicing gives you the opportunity to do profiling and, you know, setting up. When I say profiling, you know, different devices and different customers getting different metrics on how they use that network. So some of them will get a superhighway, some of them will get a medium size highway, somebody- >> Dennis: Somebody getting a secured highway. >> Right, so a more secure highway. So, there's a lot more flexibility with 5G, and that's why I said, you know, there's a lot of use cases, where it will replace Wi-Fi, and it will be very powerful. And that's the places where we're really seeing the adoption really taking off. >> You guys have done a great job explaining 5G, really. Why you're pro 5G, the opportunities of the use cases. Thank you so much for joining us today. >> Dennis: Thank you, Lisa. >> Also talking about what Dell and Singtel are doing together. I imagine the journey probably has just begun, but you've made tremendous amount of progress so far. It's a great use case. Thank you for sharing it with us today. >> Thank you very much. >> Thank you. Thank you, Dave. Thank you, Lisa. >> All right, our pleasure. For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE, live at MWC '23 from Barcelona, Spain. Stick around. Dave comes up with a very cool wrap, after this. (light airy music)
SUMMARY :
that drive human progress. And Douglas Lieberman is back with us. that 5G brings and the opportunities. a lot more parameters that, you know, in terms of the, you know, and the ability to take How do you connect it to your 4G networks? is that one of the customers, So thank you for that explanation. and look at all the Wi-Fi Right, and so the more people And anybody would choose consistent, the technology, of the city to the other end the high performance, you know, that you can download for free and it won't let me on the network. that you have to worry and the reliability that for any services that you need to deploy, the hypervisor works, you know, the menu to your phone directly. And I think, you know, and tested against the that you have to wait some piece of the market? because the cost of Wi-Fi, you know, We have to use a hard line. That's where the next and that you have to pay a premium for it. a premium for hard lines And to that point, right, you know, Dennis: Somebody and that's why I said, you know, opportunities of the use cases. I imagine the journey Thank you, Lisa. Dave comes up with a very
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Karla Wong, AWS | Women in Tech: International Women's Day
(upbeat music) >> Welcome to theCUBE coverage of women in tech. International Women's Day 2022. I'm your host, Lisa Martin. Karla Wong joins me next. Country Sales Leader for the Commercial Sector in Peru at AWS. Karla, welcome to theCUBE. >> Thank you so much Lisa and thank you for having me. It's a pleasure to be with you today. >> I'm looking forward to chatting with you. You've been in the tech industry for more than 20 years, you've been a leader in tech and sales and customer service, partners, organizations. Talk to me a little bit about your background. >> I am a system engineer. I have some studies from enterprise direction with a university in Savannah, Columbia and I have a digital transformation certified with MIT in Boston. >> Fantastic, were you always interested in technology or STEM or was it something that you pivoted into somewhere during your career? >> Yes, you know what? Since I was little, I was just fascinated with the technology and all the time I was just trying to figure out how to do things and how to build that things and I remember once I was just, of course many time long ago, I was with this BHS, right? An equipment and I tried to do and tried to understand how this works and just figure out I was with many parts of that equipment and then I didn't realize how to join that parts but it was really funny because all the time I was trying to understand what is behind that kind of equipment, how this works and all the time I was asking and my dad said, I was just feeling so curiosity about that and asking many questions and I have uncles that they are engineers. So I was just all the time asking about that and they said, you know what? You are good in math, maybe you can just decide for an engineering career. They were encouraged me for doing that. So I guess that was my first clue that I'm interested in technology. >> Well, you sounds like you have a natural curiosity that you had great role models in your parents and probably others along your educational route and your career route that kind of encouraged that curiosity and being curious is one of the things that's important to being at AWS. Am I right? >> Yes, it's really important because we promote, you know, our, one of the main leadership principles that you read is learn to be curious and they promote that one, right? They're encouraging you to innovate, to learn more, to try to understand more about our solutions, our customers, how to make the things better and you have the space to propose new things, to do the things better. So they encourage you and they empower you to do that and you feel like your curiosity that you have very natural here's improved and they just promote that you continue to do that. >> That curiosity is so important. I mean, when we think about women in technology and we think about bringing in more thought diversity and DEI, it's important to be curious, to be able to bring different thoughts in so that the organization can be more well rounded, it can learn, you also not only do you lead the sales organization, but you are someone that's very active in volunteering. Tell me a little bit about that and how do you balance leading a sales organization and volunteering at the same time? >> You know, when you talk about this is more like work life balance, right? And when we talk about that you can feel like you need it, right? You need to work on that. It's more like an attitude of it's extremely important to think about mental health for everyone because that of course have impact in your physical health and when you talk about this, it not only matters in terms of attitude, it's action and disciplines as well and you have to keep in mind that. The first thing I believe and all the time I do it give the right value for this balance because it's something that a lot of people want more than anything and I have more than some professional decision thinking about this precisely and I have to thinking of me as a person, my family, how to help the community and you cannot imagine the impact when you decide to go for a volunteering activities how can benefit you and not in only the personal way, in your professional way. Even though you didn't start a volunteering, trying to figure out how this help you in your professional life, you receive a lot of benefits from the volunteering activities and it's amazing how that one's impacting your professional life also. When you are a volunteer, you'll receive new and meaningful experiences. Volunteering can be an excellent getaway to find unique and valuable experiences that you are very difficult to find in a day to day basis, right? And you develop your real life skills, openness to criticism, responsibility, humility, commitment, service, attitude, many things that you can proactively include in your job with your team and you can join with them in teamwork and try to figure out how to engage with them in your activities. This is another way to motivate your team, to build your team, right? Talking with this very valuable experiences and also I find out that that improves your health and mood. >> Sounds very-- >> We talk having-- >> Sorry. >> I'm sorry, no don't worry. >> That's very complimentary, that the volunteer work with leading the sales organization that there's so much value that you're bringing into your sales leadership role from the volunteering that you do. I'm just curious, can you describe some of the volunteer organizations that you work with? I think it's pretty impressive. >> Yes, I started my volunteering 14 years ago I guess but I was in the volunteering activities from the school and my dad was a really strong influence for that because I joined, I remember joining with him and go to do some volunteering activities that he led and I start 14 years I went with Operation and Smile group and then in the last two or three years I start with Project of Love. We are focused on kids with cancer and try to help them to build the last wishes they have because they pass away and at the end of this, this two years ago, I start with local activity that we do for patients with rare diseases and we just try to join two great passion that I have. One is the dance that we have here. The name of our national dance is Marinera Norteña and we are just doing this with a group that they are passion at the same time with this volunteering activities and the dance and we just trying to be the ambassador for and the voice for these patients, try to share with the community, the hard health journey that they have trying to obtain a fair treatment, a fair diagnostic, because they are rare disease and here is very difficult that they investigate about that. So that's why we are just doing this using dance as a way to broadcast our voice and just share happiness and hope and health. >> Happiness and hope. Those are two great things. So as the female leader in the tech industry, what are some of the main challenges that you have found regarding cultural aspects, regarding geographical aspects and LATAM? Talk to me about some of those challenges. >> Let me share with you my personal journey. My challenges started with the moment I decided to start engineering. A career that is traditional considered for men only, although this changes over the time, you will realize that the stereotype remains in many people minds right? It happens not only in Peru I can see it in Latin America. Someone once asked me if I wouldn't like to study something easier for a woman, right? And I just, when I received that question, that helping me to reaffirm that it was taking the right decision and I have the fortune to work with companies that believe in female leadership and the importance of our contribution and empower me to do things differently. Although I must confess that this was not always like this. I experienced the situation when I have to show that I'm so much and more capable and prepared than a man to take a major challenge. So despite the fact in the recent years you have had the great advances in integration of women in the field of science and technology, the gap in equality in equality in this sector still continues and many times the attitude towards women is discriminatory considering that we don't have enough knowledge and we don't have enough strength to overcome challenge without the ability to give the extra mile that is often required, or simply because of a gender issue. And generally speaking, opportunities that they're not equal. Neither in salaries. Several studies have revealed that in the same position since at position level within company, men's salary or benefits are higher than the woman. In addition, sometimes the position for a woman is not necessarily for merit it's just to feel fulfill a gender quota and when it's fulfilled, there's no more opportunities. So it's still a long way to go. We are working in that, we are trying to inspire more women to be part of this world. This is an amazing world and this world needs our leadership, judgment, ambition, as a woman. So that's why we try to inspire and try to be a role model for some young ladies that they are thinking about this career in technology. >> Right, you bring up a great point though about one of the things in terms of hiring for quotas. And as we think about this International Women's Day, this year's theme is Breaking the Bias. Where do you think we are with that? >> I think we have a lot long, long way to go to. Today we don't see that we have more women in some leadership roles in technology. We see more young ladies studying engineering but you know what, when you talk about stereotypes we need to understand, or the bias, the bias is not only what the society it's giving you, it's also your own bias because we need to understand that technology careers is not only for men it's also for a woman. And we need to understand and change the perspective that we see the challenges that we have in our life because sometimes that could be a really stopper in your professional life. And for me, we don't, we really need to understand that it's important. We cannot stop believing in ourself and we can achieve whatever we want. So we never stop pursuing our goals and achieve what you really need to achieve and as I said all the time, get inspired by women with great achievements who have changed this world technology. We have many examples of that for many years. We have Eva Maria Kiesler, the core inventor of Wi-Fi, Radia Joy Perlman, known as the the mother of the internet and Ada Lovelace who became the first female computer programmer. So we have many examples in this story to understand that the limit is on you. So the bias we need to break the first one is the bias that you have of yourself. >> That's a good point. That's a really good point there. I'm curious, what would your recommendation be? You obviously had, you had that natural curiosity that we talked about. You also seems like you had great parents who were very encouraging of all of the different things that you were interested in. What do you recommend for women maybe starting out in the STEM area or in tech in particular? How do they get that courage to just try? >> You know what, the main thing I guess as I mentioned before, is to put aside the stereotypes, right? And get out of your head, the standing out career like science, technology and engineering is only for a man. All the time I have this list for me, that is lesson learned. And my lesson learned is please don't think that you cannot do it. Try it. If you go and the things do not work well, try it again and try it again. So don't feel stopped because you face your first challenge and the challenge it's very difficult, because we have the courage to do that and you know what? It is very and interesting to understand that women has resilience, we have the courage to do anything, we are multi tasking all the time they say women can do many things at the same time and we have this particular way to communicate. We are very inclusive. We make empathy. We're just leading with a cohesion concept of a team. So we need to explore more about our strengths and try to encourage from them. And one of the main things for me is don't feel afraid and transform, you know, when you feel like that, transfer that as your power, you're encouraged to continue. So we need to transform our fears in our, I always said our gasoline to continue and then your motive to be successful. So transform your fears. >> I love that. >> That's my main focus. >> Transform your fear. That's great advice there is. And I will say no, don't be afraid to raise your hand and ask a question 'cause I guarantee you, many people in the room whether it's a physical room these days or it's a virtual video conferencing room, probably have the same question. Be the one to raise your hand and ask. But I love how you're saying transform that fear 'cause it's there. Don't be afraid to fail but also we need to have those female role models, mentors and sponsors that we can see that can have help us kind of in that transformation process, that mentorship is really critical to help guide that along. >> Yes, yes, yes, that's correct and I will, I am, I was really fortunate because I have real role models in my life not only, as I mentioned my dad and also one of the things that I recognize in this company that I work for that empower leadership from women and I identify some role models I want to follow and I ask her in each particular company to be my coach and to be my mentor, because of course you are starting in the technology side and you need more from others that they can share with you her wisdom, right? And try to give you advice, how to work on that. And I always said, and I will always repeat because I sometimes I have the opportunity to mentor young ladies that they are very curious about the technology side and I share with them my experience, my lesson learned so they can build their own story to do this and I share all the time don't compete in a male environment in a gray suit. You have your own personality, you have your own strengths, you're a woman and you have your strength as a woman. Show that, be, you know, the black point in the middle of the white environment because you're different, your leadership is different. You have to understand that, value that and explore more about that so you can inspire others and you can inspire yourself and it's fair to say, please identify your achievements and value them because you deserve that, you fight for them and you have to be celebrate for that. >> Right. >> So that's the main, you know, the main idea when I share with these ladies but it's right, it's fair to be recognized for that. It's your effort, it's your way to do the things differently and it's very appreciated. >> Very appreciated and very inspiring. Thank you so much Karla for sharing your story, how you are balancing work life volunteerism, how it's complimentary. I found this conversation very inspiring so thank you so much for joining me today. >> Thank you. No, thank you so much Lisa. It was really a pleasure for me to be with you today. >> Excellent, likewise. For Karla Wong, I'm Lisa Martin. You're watching theCUBE's coverage of women in tech, International Women's Day 2022. 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Jane wong, Splunk
>>Welcome to the Cubes Coverage of Splunk.com 2021. My name is Dave Atlanta and the Cube has been covering.com events since 2012 and I've personally hosted many of them. And since that time we've seen the evolution of Splunk as a company and also the maturation in the way customers analyzed, protect and secure their organizations, data and applications. But the forced march to digital over the past 19 months has brought more rapid changes to sec UP teams than we've ever seen before. The adversary is capable. They're motivated and they're deploying very sophisticated techniques that have pressured security pros like never before. And with me to talk about these challenges and how Splunk is helping customers respond as jane wang is the vice president of security products that Splunk jane. Great to have you on the cube. Thanks for coming on. >>Very nice to meet you. Thank you for having me. >>You're very welcome. So how d how can you think about or how do you think about the fact that the imperative to accelerate digital transformation has impacted security teams? How has it impacted sec ops teams in your view? >>Yeah. Well, just going back to our customers and what I've learned from all the customer conversations I have every every week many of our customers are under a massive digital transformation. They're moving to the cloud and the cloud opens up more attack surface, more attack work surface, there's more threats that come over cloud, new workspaces to attack services, new api is to manage secure and protect and our customers are really struggling to gain the visibility they need to really manage and secure across all that infrastructure. >>Yeah. And we've also seen the whole, obviously the work from home trend, the hybrid work movement, you know, people aren't set up for that. I mean, you remember people were ripping out literally ripping out desktops and bringing them home and you know, the home network had to be upgraded. So lots of changes there. And we've we've talked a lot in the cube jane about the fragmentation of tooling and the lack of qualified talent when we talked to see. So as you ask him, the number one problem, I can't get, I can't hire enough talent in the field of of cybersecurity. So I wonder if you can address how this has made it more difficult for security teams to maintain end to end visibility across their environments. What's the fundamental challenge there? >>Yeah, well you're really you're really nailing this. The fundamental challenges that many security products are not built to integrate seamlessly with one another. When I'm talking to customers, their frontline security operations teams often have 30 different consoles open on their monitor at one time and there really manual disjointed processes, the copying and pasting hash names and iP addresses from one consults the other. It slows them down. It really slows them down in protecting those threats. So because those products aren't assigned to integrate together and all that data from each of those security tools isn't brought into one place. It just exacerbates the challenge for security operations seems makes their job really, really hard to do. Which takes time. It takes time. It makes it harder to detect and respond to threats quickly and today more than ever we need to be able to detect and respond to threats quickly. >>Yeah, I do a weekly program called Breaking Analysis and once a quarter I look at the cyberspace and I use a chart to emphasize this complexity. It's it's a from a company called operative, I don't know if you've ever seen it but it's this eye chart, it's this taxonomy of the security landscape and it's mind blowing how much complexity there is. So how to Splunk help organization organizations address these challenges. >>Yeah, so I think bringing, we have one security operations platform cloud native cloud delivered. There are many parts of being able to streamline workflows for when you're first detect a threat or a potential threat right through to when teams close and immediate that threatened the changes in their environment to ensure they're protected. So the whole thing is helping security teams detects faster, investigate faster and respond faster to threat. There are four parts to that in our security operations, platform Splunk security cloud. The first one is advanced security analytics. So the nature of threats is evolving. They're becoming more sophisticated. We have very smart, well funded Attackers whose day job who spend all their time trying to break into organizations. So you need really advanced security analytics to detect those threats, then we need to automate security operations so that it's not so manual, so you don't have poor folks sitting in front of multiple consoles doing manual tasks to respond to those threats and make sure their organizations are protected. One key thing is that this year Splunk acquired true Star so that we can bring in d do rationalize multiple sources of threat intelligence and apply that threat intelligence both to our analytics and our operations so that you have broader insights from the security community outside Splunk and that intelligence can really help and speed both detection and response. And the last thing that's been true about Splunk since spunk became Splunk many many years ago is that we are committed to partners and we deeply integrate with many other security tools uh in a very seamless way. So whatever investments customers have made within their security operations center, we will integrate and bring together those tools in one workspace. So there's the big advantages I think you get when, when you run your security operations said transplant security cloud, >>that's a nice little description. And having followed Splint for so many years, it's sort of, it tracks the progression of your ascendancy. You know, you started you you we we used to have log analytics that were just impossible. You sort of made that much easier took that to advanced kind of use big data techniques even though Splunk really never used that term. But but you were like the leader and big data um in terms of being able to analyze um uh data to help remediate issues. The automation key is p pieces key the acquisitions. You've made a very interesting um you mentioned around de doop threat intelligence but also you've done some cool stuff in the cloud and we always used to say jane watch for the ecosystem. We early too early, you know, last decade we saw you as a really hot company. We said one of the keys to your growth is going to be the ecosystem. And you've you've clearly made some progress there. I wonder if you could tell us more About the announcements that you're making here at.com. >>Yeah. Well we're going back everything that we do on the security team, every line of code every engineer writes is all around helping detect, investigate and respond faster to really secure organizations. So if I look at those intern I start with faster time to detect what have we done. So bringing in the threat intelligence that I mentioned again, that's really gonna help to take new threats and to take them really, really quickly. You don't have to spend time going and looking manually at external sources of threat intelligence. It will be brought right in to enterprise security at your fingertips. So that that's pretty huge. We're bringing other more advanced content right into our stem enterprise security. So that will help detect threats that our research team sees as emerging again. This is going to just bring bring that intelligence right to customers where they work every day, um faster time to investigate. So this is this is really exciting uh back in november we reduced and we are really something called risk based alerting. That is an amazing new capability that we've iterated on ever since. And we have more iterations that we're announcing um tomorrow actually. And so risk based alerting pulls together what may have been single atomic alerts that can often be overwhelming to a sock brings those together into one overarching alert that helps you see the whole pattern of an attack, the whole series of things that happened over time. That might be an attack on your organization. One customer told us that that reduced the time it took for them to do an investigation from eight hours down to 10 minutes to really helping faster time to investigate. And then the next one is faster time to respond. So we have a new visual playbook editor for our sore security orchestration and response to which is in the cloud but also available on prayer. But that new visual playbook editor really reduces the need for custom code. Makes playbooks more modular, so it can help anyone in the security operations team respond to threats really, really quickly. So faster time to detect, investigate and respond those are, those are really cool for us. And then there's some exciting partnerships that I want to talk about just to really focus on reducing the burden of all those disparate tools on consoles and bringing them down and and integrating them together. So we'll have some announcements. There are new integrations that we're releasing with Mandiant Aziz scalar and detects. I'm personally very excited about a fireside chat that Kevin Mandia, the Ceo and president of Mandiant, we'll be having tomorrow with our Ceo Doug merit. So those are some of the things we're announcing. It's a big year for security. Very excited >>to tell you that's, that's key. I want to just kind of go through and follow up on some of the faster time to detect with the threat intelligence. That's so important because we read about how long it takes sometimes for for organizations to even find out that somebody has infiltrated their environment. This risk based learning, it sounds like and you're so right, it's like paper cuts having a bottoms up analysis. It's almost overwhelming. You don't have a sense as to really where the focus should be. So if you can have more of a top down, hey start here and sort of bucket ties things. It's gonna, it's gonna accelerate and then the faster response time. The thing that strikes me jane with your visual playbook editor is as you well know, the the way in which bad guys get in now they're very stealthy, you almost have to be stealthy in your response. So if you have to write custom code that's going to alert the bad guys that they're they're seeing now seeing code that they've never seen before, they must have detected us and then they escalate, you know, they get you in a harder, tighter headlock. Uh and I love the partnerships, you know, we, we followed the trend toward remote security. Cloud security, where's the scale is a big player, Amanda you mentioned. So that's that's great too. I mean it feels like the puzzle pieces are coming together. It's it's almost like a game of constant, you know, you're never there but you've got to stay vigilant. >>I really think so today. I mean it's been a great 12 months that's blank. We have done so much over the past year leading up to this.com. I'm very excited to talk to folks about it. I think one thing I didn't really mention that I kind of touched on earlier in the talk that we're having was around cloud security monitoring. So holistic cloud security monitoring. We've got some updates there as well with deeper integrations into G C P A W S Azure, one dr SharePoint box net G drive. Like customers are using many, many cloud services today and they don't have a holistic view across all those services I speak to see so every week that tell me they just really need one view. Not to go into each of those cloud service providers or cloud services, one at a time to look at the security posture, they need that all in a central location. So we normalize, we ingest and normalize data from each of those cloud services so you can see threats consistently across each of them. I think that's really, really something different that Splunk is doing um that other security offerings are not doing. >>I think that's a super important point and I do hear that a lot from CsoS where they say look we have so many different environments, so many different tools and they each have their own little framework so we have to go in and and investigate and then come back out and then our teams have to go into a new sort of view and come back out and and they just run out of time and they just don't again, lack of lack of skills to actually do this, can't hire half fast enough, can't train fast enough. So so that higher level view but still the ability to drill down and understand what those root causes. That's it's a it's a it's a top down bottoms up type of approach and and so as opposed to just throwing grains of sand at the second teams and then hoping, you know, they find the pearl, so jane, I'll give you the last word, Maybe some final thoughts. >>No, I just wanted to thank everyone for listening. I want to thank everyone for joining dot com 21. We're very excited to hear from you and speak with you. So thank you very much. >>Excellent. Great having you in the cube, keep it right there, everybody for more coverage of the cube. Splunk dot com 21. We'll be right back, >>Yeah.
SUMMARY :
Great to have you on the cube. Very nice to meet you. So how d how can you think about or how do you think about the fact that the imperative and our customers are really struggling to gain the visibility they need to really manage and secure So as you ask him, the number one problem, I can't get, I can't hire enough talent in the field of So because those products aren't assigned to integrate together and all that data from each So how to Splunk that threat intelligence both to our analytics and our operations so that We said one of the keys to your growth is going to be the ecosystem. So bringing in the threat intelligence that I mentioned again, that's really gonna help to take to tell you that's, that's key. one at a time to look at the security posture, they need that all in a central location. and and so as opposed to just throwing grains of sand at the second teams and then hoping, So thank you very much. Great having you in the cube, keep it right there, everybody for more coverage of the cube.
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Scott Nelson & Doug Wong, Toshiba Memory America | CUBE Conversation, December 2018
>> (enchanted music) >> Hi, I'm Peter Burris and welcome to another CUBE Conversation from our awesome Palo Alto Studios. We've got a great conversation today. We're going to be talking about flash memory, other types of memory, classes of applications, future of how computing is going to be made more valuable to people and how it's going to affect us all. And to do that we've got Scott Nelson who's the Senior Vice President and GM of the memory unit at Toshiba Memory America. And Doug Wong who's a member of the technical staff also at Toshiba Memory America. Gentlemen, welcome to the CUBE >> Thank you >> Here's where I want to start. That when you think about where we are today in computing and digital devices, etc., a lot of that has been made possible by new memory technologies, and let me explain what I mean. For a long, time storage was how we persisted data. We wrote transactions to data and we kept it there so we could go back and review it if we wanted to. But something happened in the last dozen years or so, it happened before then but it's really taken off, where we're using semi-conductor memory which allows us to think about how we're going to deliver data to different classes of devices, both the consumer and the enterprise. First off, what do you think about that and what's Toshiba's association with these semi-conductor memories been? Why don't we start with you. >> So, appreciate the observation and I think that you're spot on. So, roughly 35 years ago Toshiba had the vision of a non-volatile storage device. So, we brought to market, we invented NOR flash in 1984. And then later the market wanted something that was higher density, so we developed NAND flash technology, which was invented in 1987. So, that was kind of the genesis of this whole flash revolution that's really been disruptive to the industry as we see it today. >> So, added up, it didn't start off in large data centers. It started off in kind of almost unassuming devices associated with particular classes of file. What were they? >> So, it was very disruptive technology. So the first application for the flash technology was actually replacing audio tape and the phone answering machine. And then it evolved beyond that into replacing digital film. Kept going replacing cassette tapes and then if you look at today it enabled the thin and light that we see with the portability of the notebooks and the laptops. The mobility of content with our pictures, and our videos and our music. And then today, the smart phone, that wouldn't really be without the flash technology that's necessary that gives us all of the high density storage that we see. >> So, this suggests a pretty expansive role of semi-conductive related memory. Give us a little sense of where is the technology today? >> Well, the technology today is evolving. So, originally floating-gate flash was the primary type of flash that we created. It's called two-dimensional, cleaner, floating-gate flash. And that existed from the beginning all the way through maybe to 2015 or so. But, it was not possible to really shrink flash any further to increase the density. >> In the 2D form? >> In the 2D form, exactly. So, we to move to a 3D technology. Now Toshiba presented the world's first research papers on 3D flash back in 2007, but at that time it was not necessary to actually use 3D technology at that time. When it became difficult to increase the density of flash further that's when we actually moved to production of our 3D flash memory which we call BiCS flash. And BiCS stands for bit column stacked flash and that's our trade name for our 3D memory. >> So, we're now in 3D memory technology because we're creating more data and the applications are demanding more data, both for customer experience and new classes of application. So, when we think about those applications Toshiba used to have to go to people and tell them how they could use this technology and now you've got an enormous number of designers coming to you. Doug, what are some of the applications that you're anticipating hearing about that's driving the demand for these technologies? >> Well, beyond the existing applications, such as personal information appliances like laptops and portables, and also in data centers which is actually a large part of our business as well. We also see emerging technologies as becoming eventual large users of flash memory. Things like autonomous vehicles or augmented or virtual reality. Or even the emerging IOT infrastructure and that's necessary to support all these portable devices. So these are devices that currently aren't using large amounts of flash, but are going to be in the future. Especially as the flash memory gets more dense, and less expensive. >> So there's an enormous range of applications on the horizon. Going to drive greater demand for flash, but there's some business challenges of achieving that demand. We've seen periodic challenges of supply, price volatility. Scott, when we think about Toshiba as a leader in sustaining a kind of good flow of technology into these applications, what is Toshiba doing to continue to satisfy customer demand, sustain that leadership in this flash marketplace? >> So, first off as Doug had mentioned the floating-gate technology has reached its ability to scale in a meaningful way. And so the other part of that also, is the limitation on the dye density so the market demand for these applications are asking for a higher density, higher performance, lower latency type of applications. And so because floating-gate has reached the end of its usefulness in terms of being able to scale, that brought about the 3D. And so the 3D, that gives us our higher density and then along with the performance it enables these applications. So, from Toshiba's point, we are seeing that migration that is happening today. So, the floating-gate is migrating over to the 3D. It's not to say that floating-gate demand will go away. There's a lot of applications that require the lower density. But certainly the higher density where you need a dye level 256 512 giga bit even up to terabit of data. That's where the 3D's go into play. Second to that really goes into the cap back. So, obviously that requires a significant amount of cap backs not only on the development but also in terms of capacity. And that, of course, is very important to our customers and to the industry as a whole for the assurance of supply. >> So, we're looking so Toshiba's value to the marketplace is both in creating these new technologies, filling out a product line, but also stepping up and establishing the capacity through significant capital investments in a lot of places around the globe to ensure that the supply is there for the future. >> Exactly right. You know, Toshiba is the most experienced flash vendor out there and so we led the industry in terms of the floating-gate technology and we are technology leaders; industry's migrating into the 3D. And so, with that, we continue with a significant capital investment to maintain our presence in the industry as a leader. >> So, when we think about leadership, we think about leadership both in consumer markets, because volume is crucial to sustaining these investments, generating returns, but I also want to spend just a second talking about the enterprise as well. What types of enterprise relationships do you guys envision? And what types of applications do you think are going to be made possible by the continued exploitation of flash in some of these big applications that we're building? Doug, what do you think? >> Well, I think that new types of flash will be necessary for new, emerging applications such as AI or instant recognition of images. So, we are working on next generation flash technology. So, historically flash was designed for lowest cost per bit. So that's how flash began to take over the market for storage from hard drives. But there are a class of applications that do require very low latencies. In other words, they want faster performance. So we are working on a new flash technology that actually optimizes performance over cost. And that is actually a new change to the flash memory landscape. And as you alluded to earlier there's a lot of differentiation in flash now to address specific market segments. So that's what we are working on, actually. Now, generically, these new non-volatile memory technologies are called storage class memories. And they include things like optimized flash or potentially face change memories resistive memories. But all these memories, even though they're slower than say the volatile memories such as D-ram and S-ram they are, number one they're non-volatiles which means they can learn and they can store data for the future. So we believe that this class of memory is going to become more important in the future to address things like learning systems and AI. >> Because you can't learn what you can't remember. >> Exactly. >> I heard somebody say that once. In fact, I've got to give credit. That came straight from Doug. So, if we think about looking forward the challenges that we face ultimately is have the capital structure necessary to build these things. The right relationships with the designers necessary to provide guidance and suggest about the new cost of applications, and the ability to consistently deliver into this. Especially for some of these new applications as we look forward. Do you guys anticipate that there will be in the next few years, particular moments or particular application forms that are going to just kick a lot of or further kick some of the new designs, some of the new technologies into higher gear? Is there something autonomous vehicles or something that's just going to catalyze a whole new way of thinking about the role that memory plays in computing and in devices? >> Well, I think that building off of a lot of the applications that are utilizing NAND technology that we're going to see now we have the enterprise, we have the data center that's really starting to take off to adopt the value proposition of NAND. And as Doug had mentioned when we get into the autonomous vehicle we get into AI or we get into VR a lot of applications to come will be utilizing the high-density, low-latency that the flash offers for storage. >> Excellent. Gentlemen, thanks very much for being on the CUBE. Great conversation about Toshiba's role in semi-conductor memory, flash memory, and future leadership as well. >> Thank you, Peter. >> Scott Nelson is the Senior Vice President and GM of the memory unit at Toshiba Memory America. Doug Wong is a member of the tactical staff at Toshiba Memory America. I'm Peter Burris. Thanks once again for watching the CUBE. (enchanted music)
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future of how computing is going to be made more valuable both the consumer and the enterprise. disruptive to the industry as we see it today. So, added up, it didn't start off in large data centers. and light that we see with the portability So, this suggests a pretty expansive role And that existed from the beginning all the way In the 2D form, exactly. that's driving the demand for these technologies? but are going to be in the future. on the horizon. So, the floating-gate is migrating over to the 3D. in a lot of places around the globe the floating-gate technology are going to be made possible by the So that's how flash began to take over the market and the ability to consistently deliver into this. a lot of the applications that are utilizing NAND technology being on the CUBE. Doug Wong is a member of the tactical staff
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Caroline Wong, Cobalt - CloudNOW Awards 2017
>> Hi, I'm Lisa Martin with theCUBE, on the ground at Google for the sixth annual CloudNOW Top Women in Cloud Awards. And we're very excited to be joined by one of the winners this year, Caroline Wong, the Vice President of Security Strategy at Cobalt.io. Welcome to theCUBE, Caroline. >> Thank you for having me. >> It's great to have you here for many reasons, and we know that we're both dog lovers and they're not going to let us talk about dogs for the whole time, but I love that. So, you have previously been at eBay, Zinga, Symantec. Were you a STEM kid from grade school, and always interested in IT? Or is this something that you sort of zig-zagged career-wise, and made this career that you have now? >> So when I was 16 years old, my dad asked me what I wanted to study in college. And I told him Dance or Psychology. >> Wow, that's a different from >> It's different because I was like well, "What do I like? What do I enjoy doing?" And he said you're going to study Engineering, and you're going to do it at the best school that you could get into. And I studied Electrical Engineering and Computer Science at UC Berkeley. I really struggled with the curriculum, but I'm so glad that I do have a formal background in technology. I ended up in Cyber Security pretty randomly, to be honest. I did an IT project management internship at eBay, and when I graduated, I asked my manager if I could work for them full time. And they said there was a hiring freeze in IT, but they had an open position in Information Security. Which at the time, I didn't know what that even meant. The night before my interview, I looked up Information Security on Wikipedia and I memorized the definition. >> (laughter) You know, that just speaks to, and look what you're doing now. You didn't know, and there's probably many other people who are in the same situation, whether they're 16 and wanting to major in Dance or whatnot. I love that, that you were confident enough in yourself, probably in your education to, "let me try that out". When you were studying though, at UC Berkeley, you said there were some challenges there. This brings me back to my own days of studying Physics, which I wasn't good at. What were some of the things that surprised you? For the good? >> Sure, so I'll tell you a story about one of my Electrical Engineering lab courses. Of course, I make friends with the one other student in the class who's like, not quite sure what's going on. And we have teams of three, and so we have to find someone who really knows how to do it. So, what happens is, one of my colleagues fetches the materials for our lab assignment. My other colleague does the lab, and I write the report. And at the time, I'm a little bit embarrassed that I can't do all three. But after all, it is about team work and it turns out, what has helped me tremendously in my career has been my ability to write and to work well with others, and to communicate both verbally and in written form what's going on technically. >> That's outstanding. Just great advice again for others that it's not just about understanding engineering. There's other components that are really critical and will help you be successful. So in addition to the award that you're getting today from CloudNOW, you've been recognized as an Influencer by Women in IT Security, and as a One to Watch Women of Influence. You've also had a lot of publications. So I'm curious, what inspires you to be involved in the community and share your expertise? Not just your education in Engineering and what you're doing with cyber security, but also your path to success? >> Yeah, so for me, I'll contrast it with my sister. She's a Kaiser Pediatrician. And she's known for her whole life that she wanted to be a doctor, and she just went for it. And she was like, here's my target, and I'm just going to make it. I have always been very, sort of go with the flow, like what's right in front of me and what's an interesting problem to solve and how can I just put my whole self into it and apply what I know and try and learn something new. And I've approached my entire career that way. Not really knowing what was going to happen next, but sort of, looking around, trying to see, "Okay, "what does the industry need right now "and how can I apply my skills to try and add value?" >> I love that, that's great. My brother was the same way. Wanted to be a pilot from the time he was probably eight. And there's me, zig-zagging along. But I think that's also, it speaks to, if you have enough confidence in yourself and try things, you can be successful. So I love that. So tell us about your role at Cobalt.io and app security and what you're doing there. >> Yeah so, Cobalt, we provide application security services for cloud companies. Specifically, we provide on-demand manual penetration testing for web apps, mobile apps, and APIs. So we're really trying to help organizations to secure their applications. As a consumer of cloud applications, as a person who works for a company that works with so many different cloud companies, it's critical that security be in place. Because right now, it's not like, any organization, certainly no technology organization, works in a vacuum. Just like a car sources parts from many different organizations, every software, every cloud company sources from many different places. And at each step along that supply chain, you want to make sure that security has been built in. >> Outstanding. Tell me a little bit about your team there, and some of the key elements, to you, for managing a diverse team of folks at Cobalt. >> So we started four years ago. We actually have four Danish founders and so it's really interesting to be in Silicon Valley but have a little bit of a different culture. As a mom of a toddler and expecting in May, it was really important to me to find a job where I really liked the people, and I really respected them, where they liked and respected me, and where I felt I could make a big impact. And what's great about working with this team is, I feel like all of the people I work with actually have a life outside of work. I feel like, in Silicon Valley, so many people work for companies and it's like, that's all they do. And I respect that. If you're super passionate about something and you want to make your whole life about it, fantastic. But my colleagues are extremely brilliant and great at what they do, and then they do other stuff as well. >> It's refreshing to hear that because being in Silicon Valley can take so much time and effort but to be able to have a little bit of balance there, I think, you probably see an impact in productivity? >> Oh, definitely. I mean, people come into our office and they're like, wow people are happy, people seem well rested, people seem really focused and like they're hardworking, and they're excited about what they do, but they're not so stressed out. They're not burning out. People aren't needing to take emergency medical leave because of severe anxiety. So these are just things that I think really benefits the company and also our customers. >> Oh, definitely from a customer perspective. So, tell us a little bit about what winning this Top Women in Cloud Award means to you? >> So I'm just thrilled and totally surprised. For me to have an opportunity to share my story, and to also attend an event like this and be inspired by other women's stories, I mean, I think the mission of CloudNOW is so incredibly important. I don't think there's anything so special about any of the women that won awards tonight. And what I mean by that is, we're not extraordinary, we didn't necessarily overcome any crazy challenges or barriers. I want young women, and people of all types, to know that this is possible. And I think by sharing our stories and how different we are, and how we came from all sorts of different places, I think that can really be inspiring, for the next generation. And that's exactly what technology needs. We need a strong and diverse pipeline if we're going to continue innovating and continue creating. >> That's brilliant advice and I couldn't agree more. I think that some of the stories that we're going to hear from some of the fellow winners such as yourselves show that some really doing groundbreaking work, but others who just persevered, who had an interest in something and followed through with it. And learned along the way, made mistakes, had the opportunity to fail, learn from that, and continue going forward. I personally find that very inspiring. So, Caroline thank you so much for joining us on theCUBE and sharing your story. Best of luck with your new addition. >> Thank you. >> And your dogs, as well as congratulations, again, on the award. >> Thank you so much. >> We want to thank you for watching theCUBE. I'm Lisa Martin on the ground at Google for the CloudNOW Top Women in Cloud Awards event. Bye for now. (techno music)
SUMMARY :
on the ground at Google for the sixth annual and they're not going to let us talk about dogs And I told him Dance or Psychology. and I memorized the definition. and look what you're doing now. and to communicate both verbally and in written form and as a One to Watch Women of Influence. and I'm just going to make it. and app security and what you're doing there. And at each step along that supply chain, and some of the key elements, to you, and so it's really interesting to be in Silicon Valley and they're excited about what they do, this Top Women in Cloud Award means to you? and to also attend an event like this had the opportunity to fail, learn from that, And your dogs, as well as congratulations, I'm Lisa Martin on the ground at Google
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Bradley Wong, Docker - Cisco DevNet Create 2017 - #DevNetCreate - #theCUBE
>> Narrator: Live from San Francisco It's the Cube. Covering DevNet Create 2017. Brought to you by Cisco. >> Welcome back everyone. Live in San Francisco, this is the Cube's exclusive coverage of the inaugural event for Cisco systems DevNet Create. It's an extension or augmentation, a foot in the water of the new open source world for them. Cloud native DevOps infrastructure is code. It's Cisco's new mission, where applications meets infrastructure AKA infrastructure's code which is music to the ears of DevOps and all application developers. I'm John Furrier. My cohost Peter Burris, Head of Research at wikibon.com. Our next guest is Bradley Wong, Director of Product Management at Docker. Bradley welcome to the Cube. Good to see you again. >> Yeah, great, Thanks John. >> Docker, no other company to reference in terms of being a shining star in a paradigm shift or transformation where containers, Docker containers, and now containers and Kubernetes microservices has taken cloud and brought it into a whole nother dimension. We've been covering you guys at all your Dockercon events. It's been gray multiple years. Congratulations for your success. >> Bradley: Thank you. >> You got to be happy that you got Cisco coming out saying hey we're going to make the network programmable. Finally! You know, let's do it. Thoughts? >> Yeah, we're very excited about that. It's kind of interesting because we also found that networking is also one of those things that's quite difficult. And we saw this challenge probably about more than two years ago, after people started to get more comfortable with containers and they wanted to start doing some more interesting things with them and start getting the containers to talk to each other and the rest of the world. That's kind of really where we saw that networking could be improved upon. And I think maybe you remember, probably about two years ago now, maybe more actually, we made an acquisition company called SocketPlane? >> John: Yep. That really helped us define what it means to really do networking properly. And that was actually the genesis of where even the Cisco partnership also started devolving as well, because at Docker we really needed to build out a framework for how to do networking properly internally first. And we always followed a mantra, the mandate of batteries included but swappable. So, we built a reference implementation of what it meant to do networking properly for containers. But, in doing so we also then worked quite closely with Cisco to also bring their many, many years of expertise to the table as well. So, and you can probably see that now with the culmination of projects like Contiv, which is actually now a certified plug-in on Docker store. Cisco's really stepped it up and has really made lots of really great inroads and done a lot of good additions to Docker networking. >> It always seems that way. The conversation, we've been also following a lot of other communities, like OpenStack for instance, there's always debates but it always gets down to ay the network, network. I've had so many customers (mumbles) It's really hard. And also you see Cisco get pulled into conversations just but gravity pulling them in because they're the network guys. So now, it's nice to see that the executives at Cisco, led by Susie Wee and the team and Rick, not just puttin' their toe in the water, they're jumpin' in the deep end here with the cloud native approach by going to developers and outreaching to them in a different way and saying look it, we want to make your life easier. >> Bradley: Absolutely. >> That's what you guys have done. So certainly a success to you guys who are in Cisco, doing the work around the fringes but now that they're coming in, how do you, how would you tell someone, describe that move for Cisco? I mean, obviously Cisco has not been absent. They've been there with you guys. >> Bradley: Yeah. >> What does this really mean for them as they go fully committing here now? Right, that's a good question. Cisco is beyond just a, obviously, a networking company that's kind of' where it's roots came from. But we saw that there was some good opportunities to work with Cisco, not just on networking but a few other things. I think what a lot of people probably get familiar with Docker because it's a great development tool to start. And that's really where people's first interactions with Docker really is. It's really easy to get started, really easy to start building your applications in Docker, and start moving those applications into other environments, like going from Dev into Tes into Prod very, very seamlessly. So, Docker really becomes that sort of what we call a software supply chain that really enable Dev and Ops to use the same tooling, the same tool chain, end to end. And we feel that if we're able to use the same tool chain end to end, from Dev all the way through to Ops, we alleviate a lot of the challenges to deploying applications to production. Now, Cisco so far has been very, very strong in the Ops space, very strong in the infrastructure space, and we also come very, very strongly from the developer space as well. So, I think as we basically build out this software supply chain, there also is a need to make sure that there is this kind of underlying infrastructure that's also ready to run that software supply chain as well and to really harden it. And that's what, one of the first things that we really did with Cisco is to make sure that we have a very clear vision of how to make that operationalizable for the enterprise. >> Second time I've heard the word software supply chain. Peter's also used the word data supply chain. Data is asset (mumbles) software. Software is an asset. It's data as well. What is software supply chain mean? Describe that for a second. Take a minute to explain. >> So yeah, that's a good question. So in any supply chain I think there's sort of a progression of where there's inputs, where things come in and for us, we're on a mission to build tools of mass innovation. So, we really want to start with the developer and that's really where a lot of really good stuff comes from. Everyone's got great ideas and we piece those ideas together, give them the tools that they know how to use really well to develop them. But, it's not just good to have great applications, they need to be usable and they need to be able to be deployed. And what we believe the software supply chain is taking that development process and being able to have developers put their artifacts inside containers and then move those, because that's really what it is, it's actually moving those artifacts into places where they can be shared with greater teams to start testings those and to start iterating on those. And ultimately to move those into production whether it's on premise or whether it's in the cloud. And that's what we believe that we enable, is that movement of, and that >> John: Coding motion. >> Exactly. Exactly. And that doesn't stop there because, as you know, code is not stable. There's always iterative process and we enable that as well. So then , as we find issues or enhancements that we want to fix in production, we move that back to developer and that whole process starts again. Be able to do that really, really, quickly is what we want to do. >> So let's stay in that metaphor for a second. If we think about this as a software supply chain, Does that make Cisco a logistics supplier? >> I would say, with any supply chain, Cisco, once again, has lot's of different areas that they're focusing in and by no means am I speaking on behalf of Cisco where >> Peter: I understand. Just conceptually, are they the Ryder trucking, are they the ones responsible for moving things around? >> Yes, that's one of the places that Cisco does play very, very strongly in. For example, we identified that the computer platform that Cisco has, the UCS platform, is a great place to actually run Docker in production, especially on premise. And that's definitely one of the things that we needed to start validating, all these different infrastructures, that can actually have the right availability, the right performance characteristics, and things that then we can do together to make sure that these are essentially solid infrastructures to actually run these production environments on. Now, Cisco's been running solid enterprise infrastructure for many, many years. Docker's been running Dockerize applications also for many years as well. The marriage of the two, we hope and we believe that will culminate in a lot of the enterprises, which were very accountable at running enterprise applications on top of enterprise infrastructure, to now run Docker applications on enterprise infrastructure as well. So, just making sure that there is very, very good infrastructure that's in place to actually host that supply chain, I think that's definitely one of the key areas that we are hoping to get out of this partnership with Cisco. >> So now that we've talked about here in the last couple days (mumbles) is Conway's Law. And I'm sure you're familiar with Conway's Law. >> Bradley: Right. >> Which is basically the observation that the software that's generated is a reflection of the organization that generated it. You can use Docker or any other container technology to create really crappy software if you want to. >> Bradley: Yep. But one of the things that Docker does introduce is the idea of segmentation, compartmentalization, while at the same time simplified mechanics for how things work together. So talk a little bit about the expectations of people who get into the Docker and container world should have of the network. How should they think about, should they think about their software as essentially distributed elements that then require a network? What's your thoughts on that architecturally? How is it going to play out? >> It really depends on where their journey sits. Once again, I think we are the suppliers of these tools of innovation. But we want to also hold their hand as well through this journey. And that journey is not done day one. It's a step by step process as well. So, a good example is you can start off and build the greatest distributed microservice application and that might work well for certain parts of your company, but there's certainly many, many other applications that are already deployed out there, which it may not fit, at least not today, and there's a journey to take those existing, traditional applications along that journey as well. So, anything that basically requires interaction, with other components, any services that need to talk to each other, to the external world, obviously requires a network. Networking has been a very, very tough thing in the past. They're not always the simplest. Sometimes it could be over complicated. >> Peter: Sometimes? >> (laughs) Many, Many times. >> In all honesty, I do think that the network professionals have gone out of their way to make the network as obscure and abstract as possible. >> Bradley: You know, I think >> John: They're command line guys. Come on. (laughs) >> I've been in the networking world for a long time as well, before joining Docker. So, I see some of that. I think networking guys tend to, and girls, tend to really look at what are all the different things that we can do, all the different little knobs that we can actually tweak to squeeze every little bit of performance, convergence time, things like that, that might work well in some environments but may not others. That's why you needed so much variability, hence all these nerd knobs, so to speak. Docker comes from a very different place. If you look at the mentality of how we drive things, Usability is a very, very key thing for us. We talk about usable security, we talk about simple orchestrator, (mumbles) for example, We forgo the complex to focus on things that are usable. So, networking for us, we wanted to initially look at it and say, networking should be something that's simple and usable and essentially get out of the way of the developer. Developers shouldn't have to think about all these overcomplicated concepts. The network should be able to form its way around what the application needs and that's really what we're thinking about there. >> Peter: Make it simpler and no simpler than it needs to be. >> John: And make it programmable. >> Bradley: And make it programmable as well. Simple and programmable. And when I say programmable, we're not expecting Ops folks to have to learn how to code necessarily. I think if there's the right tools that are available, that should be a natural flow on. >> You have to enable it so that the app developer doesn't have to do all the hard stuff, like configuration management, all the hardware and the operational stuff that the networking guys have done for them. >> Bradley: Right. >> 'Cause they're not Ops guys right? They're Devs. >> That's a really good point because today, there is not really one single tool chain, and coming back to my earlier point, of what we're trying to solve for. There's not really one single tool chain that Ops folks use, and application developers use. They traditionally use different tooling. What we're trying to do is, first to have that common foundation of common tooling that people can converge on. And the second then is, if we provide all the right hooks, so, just enough hooks for the application developer to say, this is what my application looks like and then enough hooks for the operations folks then plug in and say hey, these are my security policies. These should talk to these and these shouldn't talk to these. And once we have the right ingestion points there, we should be able to take that end to end without having to manually ingest all these different after the fact concepts into that development process. It should be a natural flow on. We're not saying the work is done there. There's still a lot of things to do. But I think the first glimpse of what we have there is stunning. Docker, as you may know, has some great tools to define what an application is. Docker Compose, for example, you can see how a multi-service application is laid out. Cisco can actually then, provide plug-ins into that composed (mumbles) and say well, this web tier needs to talk to this application tier, and these are the basic premises of what networking security tools can then plug into to enforce policy. So, we feel that that can be a lot more automated. And we'll work towards that. >> Bradley, thanks so much for coming on the Cube. Really appreciate it. Great to see ya again. And Docker obviously continuing to do great and we'll continue to cover all your events. But my final question for you is, Take a minute to just explain quickly and succinctly for the audience, the Docker Cisco relationship. What is that? I mean, joint partnership? Is it, you guys just hi fivin' each other? You actually writin' code together? Is there a technology partnership? Give some details on the relationship. >> Yeah, sure. It's a strategic partnership, which basically means that it goes beyond just hi fiving each other. There's some of that as well but we believe that any relationship of this size needs to be built on solid attainable things. So, we worked on the Contiv project together, for example. We also worked together on what we call Cisco validated designs for Docker. >> John: Just joint engineering. >> Joint engineering work. We also work on joint marketing and joint go to market motions as well and joint support. So, you can actually call up Cisco for a Docker, Cisco solution that's deployed out there, you can call up Cisco support and they will hold that trouble ticket and if any troubles do arise, they take the call and then work on that on behalf of us. >> It's a nice relationship. It's a win-win. They get some cloud native mojo with Docker and this new app world. You guys get enterprise access to the huge amount of clients that they have. >> Bradley: Exactly. Alright, final, final question, Since one just popped in my head. It always happens that way when you're going to roll. But, what's on the roadmap for you guys with respect to the Cisco and this DevNet Create, obviously is going to their foray into this new world and bring in a new eco system with DevNet their core application, I mean, their core developer community, What's on the Docker roadmap? What can we expect to see that's going to be fruits of the labor? >> I think one of the things that we're definitely going to be focusing quite a lot on is to look at that first step of that journey, which is even taking, not just the microservices, that everyone loves to talk about, but even the traditional applications, those monolithic applications that are already deployed out there running mission critical enterprise workloads on there, We want to take those, together with partnerships, like Cisco, and Dockerize those. And eventually, modernize them and eventually evolve them into microservices. >> Yeah, might get those mission critical apps microservicized if that's a word. (laughs) Bradley Wong, Director of Product Management, Great to see you. Thanks for coming on the Cube. Live coverage at the Cube here at the Cisco's inaugural event. Again, great show. (mumbles) I'm John Furrier with Peter Burris. More analysis and commentary and interviews after this short break. (robotic music) >> Hi, I'm April Mitchell and I'm the Senior Director of Strategy
SUMMARY :
Brought to you by Cisco. Good to see you again. Yeah, great, Docker, no other company to reference You got to be happy that you got Cisco coming out saying and start getting the containers to talk to each other of expertise to the table as well. So now, it's nice to see that the executives at Cisco, So certainly a success to you guys who are in Cisco, of how to make that operationalizable for the enterprise. Take a minute to explain. and they need to be able to be deployed. that we want to fix in production, So let's stay in that metaphor for a second. are they the ones responsible for moving things around? The marriage of the two, we hope and we believe So now that we've talked about here to create really crappy software if you want to. How is it going to play out? and there's a journey to take those existing, traditional In all honesty, I do think that the network professionals John: They're command line guys. that we can do, all the different little knobs than it needs to be. to have to learn how to code necessarily. You have to enable it so that the app developer 'Cause they're not Ops guys right? And the second then is, if we provide all the right hooks, And Docker obviously continuing to do great any relationship of this size needs to be built and joint go to market motions as well and joint support. to the huge amount of clients that they have. that's going to be fruits of the labor? that everyone loves to talk about, Great to see you.
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Steve Wong, SMPTE - NAB Show 2017 - #NABShow - #theCUBE
>> Narrator: Live from Las Vegas, it's, theCube. Covering NAB 2017, brought to you by HGST. (upbeat techno music) >> Hey, welcome back everybody. Jeff Frick hear with, theCube. We're at NAB 2017 in Las Vegas, California. 100,000 people all talking about broadcast industry, media industry, and tech. Met is the theme because the technology is completely interwoven in with media and entertainment. And we're excited to have a great representative from the Hollywood Section Manager, Society Motion Picture and Television Engineers. That's a mouth full, Steve Wong. Steve, welcome. >> Welcome, or SMPTE, that's the easiest. >> SMPTE, I'll go with SMPTE, he's from SMPTE. Alright so you had an interesting talk earlier about blockchain. It's interesting, we've been here for three days and a lot of conversations of kind of, similarities with trends we're seeing at other shows that we cover with democratization of data, and access to the data, and abilities of cloud, and integrated security. But we haven't really talked about blockchain. But I think that's kind of funny, that now we're hearing the blockchain conversation come in too as we hear in many places. Where does blockchain fit? >> You know it's really interesting, because originally I had heard of a blockchain for folks in the financial industry. And that's where the real big push is. And a lot of VC's were talking about blockchain. So I started to look at blockchain and median entertainment, and I said, "You know could this fit? "You know what would be an interesting fit for this?" And when you look at making a movie or a television program, it's just a lot of transactions. And that's where blockchain is absolutely perfect. >> Right. >> You know blockchain is basically a general ledger entry. So when you think of you know, why is that important? You know, I looked back to the origination of content, you know, for moving images, and that's a feature film script or a television script. >> Jeff: Right, right. >> So imagine when you write that, the first thing you do is you go and you register it with the copyright office. So my thought is, that's your first chain in that link of ownership. And so the next thing you do, is you want to option that script off. So you're going to send out a document, your PDF to your agent, and he's going to send it out to a bunch of other agents. And then you'll have a track record of that next transaction, whoever received that. >> Jeff: Right, right. >> So as you go down through that production, you know I envision being able to tie it back to that original ownership for that script. Whoever options his script to go out into the production. To actually take that all the way down to the storage, to the camera, and be able to pull even all of that meta-data together. Link it to the ownership into that chain, all the way to the distribution to the actual viewer at the end of it. >> So, the greatest descriptive term I've heard of blockchain is trust as a service. >> Steve: Right. >> Which is really an interesting way to coin it. And what's interesting about this industry, is the transient nature of the way, you know, kind of groups of people and resources are assembled around a particular project, this script in which you described. They create this asset, and then they go, you know, poof, they go back from whence they came. >> That's the challenge, right? >> So it really begs, it begs for better trust solutions. >> So imagine you get a deal with a show, and they say, "You know what? "We're going to pay you rate, "but we're going to give you percentage of the back end." And you say, "Fantastic." And then you go on to your next project. How do you find that out? >> Jeff: Right, right. >> Right now it's really difficult to track that all the way back, residuals or whatever. This will be an easy way to basically see who's seen it, who gets paid, what you're owed, and everything else. >> Right. Now it's pretty crazy now you said before we turned on the cameras, that it's all very, very still old-school paper based at this point and time. >> That's the crazy thing about, you know, you look at other industries, you know, and I touch a lot of industries. And you think, wow, you know, we've got basic things. Such as when I start with an employer, I can go online and download all of my stuff, and I never touch paper. But even today in the television industry and the motion picture, you know, for 99% of it, it's all paper. So basically all my stuff I have to physically give them, and fill out, you know, documents at the end of the day. You know, a PA checks me in when I show up. A PA signs when I send out, on a piece of paper, they send it in a football back to the financial office at the show. And they do all these things manually. You know, it's coming to where they're doing digital onboarding. >> Right. >> But all this stuff is still paper. Because really it's like we've been making movies for the last hundred years. >> Right, and yet we're surrounded at this conference with hundreds of thousands of square feet of new technology, and new innovation, and computer based stuff, and IP based stuff, and crazy cameras, and 360 cameras, and 4K, and 8K, and HDTV. So clearly there's no holding back the technology edge. That there's three leverages, but then you got to check-in with the PA right? >> If you make billions of dollars the same way that you did a hundred years ago You know, who's going to be the guy that going to change that? Or a girl, right? That's the challenge, if it's, you know, not broke, don't fix it. >> That's why I love Clayton Christensen's book. It's still my all-time favorite book. Right, it hard to change when you've been making money, that same old way. So what are some of your other impressions of the show? You've been coming here for a number of years. The vibe's different I keep hearing. It's our first time, but I'm curious to get your kind of general impression. >> You know the interesting thing is, you know, again following the trends in other industries, you know, to move to a true digital IP workflow. So I'm seeing that really starting to materialize around here. You know, I think that the challenge is... You know, when I started off a hundred years ago on television I was a, you know, de facto MIS manager and director of research at ABC. And back in those days, in the 90s, you know, I connected our sales team to the internet. And then you could actually send emails to the buyers, and that was like a big, big jump. >> That was a bad day though, in hindsight. >> Yeah, so um. >> (laughing) Too much email ack. >> So you see folks that, you know, understand video and BNC cables, and things like that. >> Right, right. You have another group that understand ethernet, you know, NIP. And they have always been in two different worlds. You know, at every TV station, you have your IT guy that would never touch the broadcast equipment, he was forbidden there. >> Jeff: Right, right. >> You know, a long time ago. But now you see that merger. You know, where you really have, you know, a manager or VP that understands video and understands IP, and says, "You know there's a better way to do that." And it's secure now a days, and you know, if you take the right precautions. So that's the trend that I've seen change around here. Because the cameras are all digital, right? >> Right, right. >> Everything is digital along that path, why would you have to go back to video? >> Jeff: Right. >> You know, we have things like Periscope. We can do live video to millions of people. >> Jeff: Right. >> So the technology's clearly here. >> It's just so amazing, you know again, the themes are consistent wherever we go. This just democratization of access, and ability. That I can go sit in the front row of a Dodger, Giant's game, and you know, hold up my Periscope and pretend that I'm Vin Scully, you know, for a minute. Which clearly I'm not. And people probably are not going to watch me like they love Vin Scully. But it's so interesting that at the low-end, you know, there's so many tools available for people, for creators, that they just have access that they didn't have before. At the high-end, I mean, the amount of stuff in this conference room. Again with the 360, and VR, and the IR, and the 4K, and the 8K. You know, it's fascinating. But I sometimes wonder is it too much? Are we still managing, you know, the story telling? And is it-- >> And that's what it comes down to. You have to tell a story, that's the most important thing. >> It's so competitive for the audience, right? Because the alternate is just a quick swipe away, you know. So it seems like the pressure to perform, and to get your ROI's, especially on these bigger projects, has got to be higher than it's ever been. >> Alright, this is an interesting thing, because what we've seen in Hollywood is an increase in production. You know, it used to be you'd wait, you know, for a TV season, and they'd pitch the shows to the advertising agencies in New York. But now with the increase of Netflix and Amazon, there's always a season. >> Jeff: Right, right. 'Cause they're always buying things. You know, whatever YouTube channels. You see YouTube stars that are making money, and that's a valuable audience now. Where people are saying, "I'll just watch YouTube tonight "and see what's going on there, "from the people I like to follow." >> Jeff: Right. >> So that drives production, you know, goals and costs down because you can't do a hundred million dollar YouTube production, or you can I guess, right? But you probably won't make any money with it. >> (laughing) I'm sure they are. But the other thing is just strikes me, just is the compression around, for feature movies, around the opening weekend. 'Cause there's only 52 weekends a year. >> Steve: Right. >> And, you know, some of those are probably not so great from a marketing point of view. And this just compression to make that number. Because the next weekend, or two weekends from now it's another movie, or it's another movie, or it's another movie. And so it's seems just crazy. On the other hand, the long-tail opportunities with VOD, and multi-forms of distribution, multi-language, multi-format, multi-channel are bigger than they've ever been before. So it's this interesting dichotomy in terms of the way the market's evolving. >> The interesting thing, because of that pressure, we see huge growth in analytics. You know, there was a great article from, About Netflix, talking about the genres. You know, in Hollywood we've got like 13 genres or something like that. But Netflix has like 73 genres. >> Jeff: Right. >> So they've broken down their audience 'cause they have the device. You know, they know exactly what they're watching. So they use those analytics to their benefits when they buy. You know, the studios are at a disadvantage, unless they have the same things. >> Right. >> So you see guys like Legendary investing in analytics teams and, you know, all these other folks out there that are investing in these analytics teams to make that, you know, smarter investment for those movies. >> Right, it is interesting is, again, as it gets consistent, right? Is that now, if you can track to the consumption of the material, you're not just shipping the product anymore. And it's going to a theater, and hopefully people are watching it or not watching it. But now if they're watching it on their phone, you know, where they're watching, who's watching it, you know what time, how often, how deep they go-- >> Well now that's the key. >> Jeff: It's pretty interesting. >> If you have that application, and you have the ability, you know, like Netflix does that's awesome. >> Jeff: Right, right. >> But remember most of the studios and networks, they're creating it and licensing it off. So they may not get that information. But that's where you see the other trend, where folks like HBO, they create the content, but they also want to have that application device so they can get that information. So I think that's another trend you'll start seeing. >> So will the ones that are still independent that don't have the channel, you know, start to get back as part of their channel deal, some of that data? >> It's challenging, right? Because cable companies typically don't want to release that data. You know, a secondary OTT app may not want to release that data. So it really forces a creator to own that distribution chain, so they can get that valuable data, so. >> Interesting time. Somebody said earlier, I think in the week, that Netflix, I think, is now the largest producer. I don't know what genre of category, but they're like one of the largest studios now of all. Which is pretty fascinating, when they were simply, you know, DVD rental service not that long ago for people that remember what a DVD was. >> Steve: Right. Having difficulty getting contracts with studios. >> Jeff: Right, exactly. >> But-- >> So make your own I guess, that's the ticket. >> Steve: There you go. >> Alright, Steve, so I'll give you the last word. As you look forward to 2017, if we meet again here next year-- >> Steve: Yes. >> What do you think the topics going to be? >> Again, I think what you're going to see is more folks moving to a public cloud, trusting that, and really working with it, using analytics. And the most important thing, that we touched on, is managing that security. Making sure they don't get hacked, so. >> Alright, Steve. Well, Steve from SMPTE. That was the shorter way. >> There you go. >> Steve Wong, I'm Jeff Frick. Thanks for stopping by. >> Steve: Thanks so much. >> Alright, you're watching, theCube, from NAB 2017. We'll be right back after this short break. (upbeat techno music)
SUMMARY :
Covering NAB 2017, brought to you by HGST. Met is the theme Alright so you had an interesting talk earlier And when you look at making a movie So when you think of you know, why is that important? And so the next thing you do, So as you go down through that production, So, the greatest descriptive term I've heard is the transient nature of the way, you know, So it really begs, And then you go on to your next project. to track that all the way back, Now it's pretty crazy now you said and the motion picture, you know, for 99% of it, for the last hundred years. but then you got to check-in with the PA right? That's the challenge, if it's, you know, Right, it hard to change when you've been making money, you know, again following the trends in other industries, So you see folks that, you know, you know, NIP. You know, where you really have, you know, You know, we have things like Periscope. But it's so interesting that at the low-end, you know, You have to tell a story, that's the most important thing. Because the alternate is just a quick swipe away, you know. you know, for a TV season, "from the people I like to follow." So that drives production, you know, But the other thing is just strikes me, And, you know, some of those are probably not so great You know, there was a great article You know, the studios are at a disadvantage, to make that, you know, smarter investment Is that now, if you can track and you have the ability, you know, But that's where you see the other trend, You know, a secondary OTT app may not want when they were simply, you know, Having difficulty getting contracts with studios. Alright, Steve, so I'll give you the last word. And the most important thing, that we touched on, That was the shorter way. Thanks for stopping by. We'll be right back after this short break.
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Bradley Wong, Docker & Kiran Kamity, Cisco - DockerCon 2017 - #theCUBE - #DockerCon
>> Narrator: From Austin, Texas, it's theCUBE covering DockerCon 2017, brought to you by Docker and support from it's ecosystem partners. (upbeat music) >> Hi, and we're back, I'm Stu Miniman, and this is SilconANGLES production of the Cube, here at DockerCon 2017, Austin, Texas. Happy to have on the program Kiran Kamity, who was CEO of ContainerX which was acquired by Cisco. And you're currently the senior director and head of container products at Cisco. And also joining us is Brad Wong, who is the director of product management at Docker. Gentlemen, thank you so much for joining us. >> Brad: Thanks for having us. [Kiran] Thank you, Stu. >> So Kiran, talk a little bit about ContainerX, you know, bring us back to, why containers, you know why you help start a company with containers, and when to be acquired by a big company like Cisco. >> Yeah, it was actually late 2014 is when Pradeep and I, my co-founder from ContainerX, we started brainstorming about, you know, what do we do in the space and the fact that the space was growing, and my previous company called RingCube, which has sold to Citrix, where we had actually built a container between 2006 and 2010. So we wanted to build a management platform for containers, and it was in a way there was little bit of an overlap with Docker Datacenter, but we were focusing on mostly tendency aspects of it. Bringing in concepts like viamordi rs into containers et cetera. And we were acquired by Cisco about eight months ago now, and the transition in the last eight months has been fantastic. >> Great, and Brad, you're first time on the cube, so give us your background, what brought you to Docker? >> Yeah, so actually before Docker I was at actually, a veteran of Cisco, interestingly enough. Many different ventures in Cisco, most recently I was actually part of the Insieme Networks team, focusing on the software defined networking, and Application Centric Infrastructure. Obviously I saw a pretty trend in the infrastructure space, that the future of infrastructure is being led by applications and developers. With that I actually got to start digging around with Docker quite a lot, found some good interest, and we started talking, and essentially that's how I ended up at Docker, to look at our partner ecosystem, how we can evolve that. Two years ago now, actually. >> I think two years ago Docker networking was a big discussion point. Cisco's been a partner there, but bring us up to speed if you would, both of you, on where you're engaging, on the engineering side, customer side, and the breadth and depth of what you're doing. >> You're right, two years ago, networking was in quite a different place. We kicked it off with acquiring a company back then called SocketPlane, which helped us really define-- >> Yeah and we know actually, ---- and ----, two alums, actually I know those guys, from the idea to starting the company, to doing acquisition was pretty quick for you and for them. >> Right, and we felt that we really needed to bring on board a good solid networking DNA into the company. We did that, and they helped us define what a successful model would be for networking which is why they came up with things like the container networking model, and live network, which then actually opened the door for our partners to then start creating extensions to that, and be able to ride on top of that to offer more advanced networking technologies like Contiv for example. >> Contiv was actually an open source project that was started within Cisco, even before the container was acquisitioned. Right after the acquisition happened, that team got blended into our team and we realized that there were some really crown jewels in Contiv that we wanted to productize. We've been working with Docker for the last six months now trying to productize that, and we went from alpha to beta to g a. Now Contiv is g a today, and it was announced in a blog post today, and it's actually 100% open-source networking product that Cisco TAC and Cisco advanced services have offered commercial support and services support. It's actually a unique moment, because this is the fist 100% open-source project that Cisco TAC has actually offered commercial support for, so it's a pretty interesting milestone I think. >> I think also with that, we also have it available on Docker store as well. It's actually the first Docker networking plug-in that it's been certified as well. We're pretty also happy to have that on there as well. >> Yeah. >> Anything else for the relationship we want to go in beyond those pieces? >> We also saw that there was a lot of other great synergies between the two companies as well. The first thing we wanted to do was to look at how we can also make it a lot better experience for joint customers to get Docker up and running, Docker Enterprise Edition up and running on infrastructure, specifically on Cisco infrastructure, so Cisco UCS. So we also kicked off a series of activities to test and validate and document how Docker Enterprise Edition can run on Cisco UCS, Nexus platforms, et cetera. We went ahead with that and a couple months later we brought out, jointly, to our Cisco validated designs for Docker Enterprise Edition. One on Cisco UCS infrastructure alone, and the other one jointly with NetApp as well, with the FlexPod Solution. So we're also very very happy with that as well. >> Great. Our community I'm sure knows the CVD's from what they are out there. UCS was originally designed to be the infrastructure for virtualized environments. Can you walk me through, what other significant differences there or anything kind of changing to move to containers versus what UCS for virtualized environment. >> The goal with that, UCS is esentially considered a premium kind of infrastructure server infrastructure for our customers. Not only can they run virtual environments today, but our goal is as containers become mainstreamed, containers evolved to being a first-class citizen alongside VM. We have to provide our customers with a solution that they need. And a turnkey solution from a Cisco standpoint is to take something like a Docker stack, or other stacks that our customer stopped, such as Kubernetes or other stacks as well, and offer them turnkey kind of experience. So with Docker Data Center what we have done is the CVD that we've announced so far has Docker Data Center, and the recipe provides an easy way for customers to get started with USC on Docker Data Center so that they get that turnkey experience. And with the MTA program that was announced, today at the key note. So that allows Cisco and Docker to work even more closely together to have not just the products, but also provide services to ensure that customers can completely sort of get started very very easily with support from advanced services and things like that. >> Great, I'm wondering if you have any customer examples that you can talk through. If you can't talk about a specific, logo, maybe you can talk about. Or if there are key verticals that you see that you're engaging first, or what can you share? >> We've been working joint customer evals, actually a couple of them. Once again I don't think we can point out the names yet. We haven't fully disclosed, or cleared it with their Prs Definitely into financials. Especially the online financials, a significant company that we've been working with jointly that has actually adopted both Contiv, and is actually seeing quite a lot of value in being able to take Docker, and also leverage the networking stack that Contiv provides. And be able to not just orchestrate networking policies for containers, but the other thing that they want to do is to have those same policies be able to run on cloud infrastructure, like EWS for example. So they obviously see that Docker is a great platform to be enable their affordability between on premises and also public cloud. But at the same time be able to leverage these kind of tools that makes that transition, and makes that move a lot easier so they don't have to re-think their security networking policies all over again. That's been actually a pretty used case I thought of the joint work that we did together with Contiv. >> Some of the customers that we've been talking to in fact we have one customer that I don't think I'm supposed say the name just yet, but we've drollled it out, has drolled out Contiv with the Docker on time. In five production data centers already. And these are the kind of customers that actually take to advanced networking capabilites that Contiv offers so that they can comprehensive L2 networking, L3 networking. Their monitoring pools that they currently use will be able to address the containers, because the L2, the L3 networking capabilities allows each container to have an IP address that is externally addressable, so that the current monitoring tools that you use for VMs et cetera can completely stay relevant, and be applicable in the container world. If you have an ACI fabric that continues to work with containers. So those are some of the reasons why these customers seem to like it. >> Kiran, you're relatively new into Cisco, and you were a software company. Many people they still think of Cisco as a networking company. I've heard people derogatory it's like, "Oh they made hardware define networking when they rolled out some of this stuff." Tell us about, you talk about an open source project that you guys are doing. I've talked to Lou Tucker a number of times. I know some of the software things you guys are doing. Give us your viewpoint as to your new employer, and how they might be different than people think of as the Cisco that we've known for decades. >> Cisco is, has of course it has, you know, several billion dollars of revenue coming in from hardware and infrastructure. And networking and security have been the bread and the butter for the company for many many years now But as the world moves to Cloud-Native becoming a first class citizen, the goal is really to provide complete solutions to our customers. And if you think of complete solutions, those solutions include things like networking, thing like security. Including analytics, and complete management platforms. At the same time, at the end of the day, the customers want to come to peace with the fact that this is a multi-cloud world Customers have data centers on premises, or on hosted private cloud environments. They have workloads that are running on public clouds. So with products like cloud center, our goal is to make sure that whatever they, the applications that they have, can be orchestrated across these multiple clouds. We want to make sure that the pain points the customers have around deploying whole solutions include easy set-up of products on infrastructure that they have, and that includes partnerships like UCS, or running on ACI or Nexus. We want to make sure that we give that turnkey experience to these customers. We want to make sure that those workloads can be moved across and run across these different clouds. That's where products like cloud center come in. We want to make sure that these customers have top grade analytics, which is completely software. That's were the app dynamics acquisition comes in. And we want to make sure that we provide that turnkey experience with support in terms of services. With our massive services organization, partners, et cetera. We view this as our job is to provide our customers what they need in terms of the end solution that they're looking for. And so it's not just hardware, it's just a part of it. Software, services, et cetera, complimented. >> Alright, Brad last question that I have for you in the keynote yesterday, I couldn't count how many times the word ecosystem was used. I think it was loud and clear that everybody there I think it was like, you know, Docker will not be successful unless it's partners are successful, kind of vice versa. When you look at kind of the product development piece of things, how does that resonate with you and the job that you're doing? >> We basically are seeing Docker become more of a, more and more of a platform as evidenced by yesterdays keynote. Every platform, the only way that platform's going to be successful is if we can do great, we have great options for our partners, like Cisco, to be able to integrate with us on multiple different levels, not just on one place. The networking plug-in is just one example. Many many other places as well Yesterday we announced two new open source initiatives. Lennox kit and also the movi project. You can imagine that there's probably lots of great places where partners like Cisco can actually play in there, not just only in the service fees, but maybe also in things like IOT as well, which is also a fast-emerging place for us to be. And all the way up until day two type of monitoring, type of environment as well where we think there's a lot of great places where once again, options like app dynamics, tetration analytics can fit in quite nicely with how do you take applications that have been migrated or modernized into containers, and start really tracking those using a common tool set. So we think that's really really good opportunities for our ecosystem partners to really innovate in those spaces, and to differentiate as well. >> Kiran, I want to give you the final word, take-aways that you want the users here, and those out watching the show to know about, you know, Cisco, and the Docker environment. >> I want to let everybody know that Cisco is not just hardware. Our goal is to provide turnkey complete solutions and experiences to our customers. And as they walk through this journey of embracing Cloud-Native workloads, and containerized workload there's various parts of the problem, that include all the way from hardware, to running analytics, to networking, to security, and services help, and Cisco as a company is here to offer that help, and make sure that the customers can walk away with turnkey solutions and experiences. >> Kiran and Brad, thank you so much for joining us. We'll be back with more coverage here. Day two, DockerCon 2017, you're watching theCube.
SUMMARY :
covering DockerCon 2017, brought to you by Docker and head of container products at Cisco. Brad: Thanks for having us. and when to be acquired by a big company like Cisco. and the fact that the space was growing, that the future of infrastructure and the breadth and depth of what you're doing. We kicked it off with acquiring a company back then from the idea to starting the company, and be able to ride on top of that and we realized that there were some really crown jewels in We're pretty also happy to have that on there as well. and the other one jointly with NetApp as well, there or anything kind of changing to move to containers and the recipe provides an easy way for customers that you can talk through. and also leverage the networking stack that Contiv provides. so that the current monitoring tools that you use for I know some of the software things you guys are doing. the goal is really to provide complete solutions and the job that you're doing? and to differentiate as well. take-aways that you want the users here, and make sure that the customers can walk away with Kiran and Brad, thank you so much for joining us.
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Lena Smart, MongoDB | AWS re:Invent 2022
(bright music) >> Hello everyone and welcome back to AWS re:Invent, here in wonderful Las Vegas, Nevada. We're theCUBE. I am Savannah Peterson. Joined with my co-host, Dave Vellante. Day four, you look great. Your voice has come back somehow. >> Yeah, a little bit. I don't know how. I took last night off. You guys, I know, were out partying all night, but - >> I don't know what you're talking about. (Dave laughing) >> Well, you were celebrating John's birthday. John Furrier's birthday today. >> Yes, happy birthday John! >> He's on his way to England. >> Yeah. >> To attend his nephew's wedding. Awesome family. And so good luck, John. I hope you feel better, he's got a little cold. >> I know, good luck to the newlyweds. I love this. I know we're both really excited for our next guest, so I'm going to bring out, Lena Smart from MongoDB. Thank you so much for being here. >> Thank you for having me. >> How's the show going for you? >> Good. It's been a long week. And I just, not much voice left, so. >> We'll be gentle on you. >> I'll give you what's left of it. >> All right, we'll take that. >> Okay. >> You had a fireside chat, at the show? >> Lena: I did. >> Can you tell us a little bit about that? >> So we were talking about the Rise, The developer is a platform. In this massive theater. I thought it would be like an intimate, you know, fireside chat. I keep believing them when they say to me come and do these talks, it'll be intimate. And you turn up and there's a stage and a theater and it's like, oh my god. But it was really interesting. It was well attended. Got some really good questions at the end as well. Lots of follow up, which was interesting. And it was really just about, you know, how we've brought together this developer platform that's got our integrated services. It's just what developers want, it gives them time to innovate and disrupt, rather than worry about the minutia of management. >> Savannah: Do the cool stuff. >> Exactly. >> Yeah, so you know Lena, it's funny that you're saying that oh wow, the lights came on and it was this big thing. When when we were at re:Inforced, Lena was on stage and it was so funny, Lena, you were self deprecating like making jokes about the audience. >> Savannah: (indistinct) >> It was hilarious. And so, but it was really endearing to the audience and so we were like - >> Lena: It was terrifying. >> You got huge props for that, I'll tell you. >> Absolutely terrifying. Because they told me I wouldn't see anyone. Because we did the rehearsal the day before, and they were like, it's just going to be like - >> Sometimes it just looks like blackness out there. >> Yeah, yeah. It wasn't, they lied. I could see eyeballs. It was terrifying. >> Would you rather know that going in though? Or is it better to be, is ignorance bliss in that moment? >> Ignorance is bliss. >> Yeah, yeah yeah. >> Good call Savannah, right? Yeah, just go. >> The older I get, the more I'm just, I'm on the ignorance is bliss train. I just, I don't need to know anything that's going to hurt my soul. >> Exactly. >> One of the things that you mentioned, and this has actually been a really frequent theme here on the show this week, is you said that this has been a transformative year for developers. >> Lena: Yeah. >> What did you mean by that? >> So I think developers are starting to come to the fore, if you like, the fore. And I'm not in any way being deprecating about developers 'cause I love them. >> Savannah: I think everyone here does. >> I was married to one, I live with one now. It's like, they follow me everywhere. They don't. But, I think they, this is my opinion obviously but I think that we're seeing more and more the value that developers bring to the table. They're not just code geeks anymore. They're not just code monkeys, you know, churning out lines and lines of code. Some of the most interesting discussions I've had this week have been with developers. And that's why I'm so pleased that our developer data platform is going to give these folks back time, so that they can go and innovate. And do super interesting things and do the next big thing. It was interesting, I was talking to Mary, our comms person earlier and she had said that Dave I guess, my boss, was on your show - >> Dave: Yeah, he was over here last night. >> Yeah. And he was saying that two thirds of the companies that had been mentioned so far, within the whole gamut of this conference use MongoDB. And so take that, extrapolate that, of all the developers >> Wow. >> who are there. I know, isn't that awesome? >> That's awesome. Congrats on that, that's like - >> Did I hear that right now? >> I know, I just had that moment. >> I know she just told me, I'm like, really? That's - >> That's so cool. >> 'Cause the first thing I thought of was then, oh my god, how many developers are we reaching then? 'Cause they're the ones. I mean, it's kind of interesting. So my job has kind of grown from, over the years, being the security geek in the back room that nobody talks to, to avoiding me in the lift, to I've got a seat at the table now. We meet with the board. And I think that I can see that that's where the developer mindset is moving towards. It's like, give us the right tools and we'll change your world. >> And let the human capital go back to doing the fun stuff and not just the maintenance stuff. >> And, but then you say that, you can't have everything automated. I get that automation is also the buzzword of the week. And I get that, trust me. Someone has to write the code to do the automation. >> Savannah: Right. >> So, so yeah, definitely give these people back time, so that they can work on ML, AI, choose your buzzword. You know, by giving people things like queriable encryption for example, you're going to free up a whole bunch of head space. They don't have to worry about their data being, you know harvested from memory or harvested while at rest or in motion. And it's like, okay, I don't have to worry about that now, let me go do something fun. >> How about the role of the developer as it relates to SecOps, right? They're being asked to do a lot. You and I talked about this at re:Inforce. You seem to have a pretty good handle on it. Like a lot of companies I think are struggling with it. I mean, the other thing you said said to me is you don't have a lack of talent at Mongo, right? 'Cause you're Mongo. But a lot of companies do. But a lot of the developers, you know we were just talking about this earlier with Capgemini, the developer metrics or the application development team's metrics might not be aligned with the CSO's metrics. How, what are you seeing there? What, how do you deal with it within Mongo? What do you advise your customers? >> So in terms of internal, I work very closely with our development group. So I work with Tara Hernandez, who's our new VP of developer productivity. And she and her team are very much interested in making developers more productive. That's her job. And so we get together because sometimes security can definitely be seen as a blocker. You know, funnily enough, I actually had a Slack that I had to respond to three seconds before I come on here. And it was like, help, we need some help getting this application through procurement, because blah, blah, blah. And it's weird the kind of change, the shift in mindset. Whereas before they might have gone to procurement or HR or someone to ask for this. Now they're coming to the CSO. 'Cause they know if I say yes, it'll go through. >> Talk about social engineering. >> Exactly. >> You were talking about - >> But turn it around though. If I say no, you know, I don't like to say no. I prefer to be the CSO that says yes, but. And so that's what we've done. We've definitely got that culture of ask, we'll tell you the risks, and then you can go away and be innovative and do what you need to do. And we basically do the same with our customers. Here's what you can do. Our application is secure out of the box. Here's how we can help you make it even more, you know, streamlined or bespoke to what you need. >> So mobile was a big inflection point, you know, I dunno, it seems like forever ago. >> 2007. >> 2007. Yeah, iPhone came out in 2007. >> You remember your first iPhone? >> Dave: Yeah. >> Yeah? Same. >> Yeah. It was pretty awesome, actually. >> Yeah, I do too. >> Yeah, I was on the train to Boston going up to see some friends at MIT on the consortium that I worked with. And I had, it was the wee one, 'member? But you thought it was massive. >> Oh, it felt - >> It felt big. And I remember I was sitting on the train to Boston it was like the Estella and there was these people, these two women sitting beside me. And they were all like glam, like you and unlike me. >> Dave: That's awesome. >> And they, you could see them like nudging each other. And I'm being like, I'm just sitting like this. >> You're chilling. >> Like please look at my phone, come on just look at it. Ask me about it. And eventually I'm like - >> You're baiting them. >> nonchalantly laid it on the table. And you know, I'm like, and they're like, is that an iPhone? And I'm like, yeah, you want to see it? >> I thought you'd never ask. >> I know. And I really played with it. And I showed them all the cool stuff, and they're like, oh we're going to buy iPhones. And so I should have probably worked for Apple, but I didn't. >> I was going to say, where was your referral kickback on that? Especially - >> It was a little like Tesla, right? When you first, we first saw Tesla, it was Ray Wong, you know, Ray? From Pasadena? >> It really was a moment and going from the Blackberry keyboard to that - >> He's like want to see my car? And I'm like oh yeah sure, what's the big deal? >> Yeah, then you see it and you're like, ooh. >> Yeah, that really was such a pivotal moment. >> Anyway, so we lost a track, 2007. >> Yeah, what were we talking about? 2007 mobile. >> Mobile. >> Key inflection point, is where you got us here. Thank you. >> I gotchu Dave, I gotchu. >> Bring us back here. My mind needs help right now. Day four. Okay, so - >> We're all getting here on day four, we're - >> I'm socially engineering you to end this, so I can go to bed and die quietly. That's what me and Mary are, we're counting down the minutes. >> Holy. >> That's so sick. >> You're breaking my heart right now. I love it. I'm with you, sis, I'm with you. >> So I dunno where I was, really where I was going with this, but, okay, there's - >> 2007. Three things happened. >> Another inflection point. Okay yeah, tell us what happened. But no, tell us that, but then - >> AWS, clones, 2006. >> Well 2006, 2007. Right, okay. >> 2007, the iPhone, the world blew up. So you've already got this platform ready to take all this data. >> Dave: Right. >> You've got this little slab of gorgeousness called the iPhone, ready to give you all that data. And then MongoDB pops up, it's like, woo-hoo. But what we could offer was, I mean back then was awesome, but it was, we knew that we would have to iterate and grow and grow and grow. So that was kind of the three things that came together in 2007. >> Yeah, and then Cloud came in big time, and now you've got this platform. So what's the next inflection point do you think? >> Oh... >> Good question, Dave. >> Don't even ask me that. >> I mean, is it Edge? Is it IOT? Is there another disruptor out there? >> I think it's going to be artificial intelligence. >> Dave: Is it AI? >> I mean I don't know enough about it to talk about it, to any level, so don't ask me any questions about it. >> This is like one of those ignorance is bliss moments. It feels right. >> Yeah. >> Well, does it scare you, from a security perspective? Or? >> Great question, Dave. >> Yeah, it scares me more from a humanity standpoint. Like - >> More than social scared you? 'Cause social was so benign when it started. >> Oh it was - >> You're like, oh - I remember, >> It was like a yearbook. I was on the Estella and we were - >> Shout out to Amtrak there. >> I was with, we were starting basically a wikibond, it was an open source. >> Yeah, yeah. >> Kind of, you know, technology community. And we saw these and we were like enamored of Facebook. And there were these two young kids on the train, and we were at 'em, we were picking the brain. Do you like Facebook? "I love Facebook." They're like "oh, Facebook's unbelievable." Now, kids today, "I hate Facebook," right? So, but social at the beginning it was kind of, like I say, benign and now everybody's like - >> Savannah: We didn't know what we were getting into. >> Right. >> I know. >> Exactly. >> Can you imagine if you could have seen into the future 20 years ago? Well first of all, we'd have all bought Facebook and Apple stock. >> Savannah: Right. >> And Tesla stock. But apart from, but yeah apart from that. >> Okay, so what about Quantum? Does that scare you at all? >> I think the only thing that scares me about Quantum is we have all this security in place today. And I'm not an expert in Quantum, but we have all this security in place that's securing what we have today. And my worry is, in 10 years, is it still going to be secure? 'Cause we're still going to be using that data in some way, shape, or form. And my question is to the quantum geniuses out there, what do we do in 10 years like to retrofit the stuff? >> Dave: Like a Y2K moment? >> Kind of. Although I think Y2K is coming in 2038, isn't it? When the Linux date flips. I'll be off the grid by then, I'll be living in Scotland. >> Somebody else's problem. >> Somebody else's problem. I'll be with the sheep in Glasgow, in Scotland. >> Y2K was a boondoggle for tech, right? >> What a farce. I mean, that whole - >> I worked in the power industry in Y2K. That was a nightmare. >> Dave: Oh I bet. >> Savannah: Oh my God. >> Yeah, 'cause we just assumed that the world was going to stop and there been no power, and we had nuclear power plants. And it's like holy moly. Yeah. >> More than moly. >> I was going to say, you did a good job holding that other word in. >> I think I was going to, in case my mom hears this. >> I grew up near Diablo Canyon in, in California. So you were, I mean we were legitimately worried that that exactly was going to happen. And what about the waste? And yeah it was chaos. We've covered a lot. >> Well, what does worry you? Like, it is culture? Is it - >> Why are you trying to freak her out? >> No, no, because it's a CSO, trying to get inside the CSO's head. >> You don't think I have enough to worry about? You want to keep piling on? >> Well if it's not Quantum, you know? Maybe it's spiders or like - >> Oh but I like spiders, well spiders are okay. I don't like bridges, that's my biggest fear. Bridges. >> Seriously? >> And I had to drive over the Tappan Zee bridge, which is one of the longest, for 17 years, every day, twice. The last time I drove over it, I was crying my heart out, and happy as anything. >> Stay out of Oakland. >> I've never driven over it since. Stay out of where? >> Stay out of Oakland. >> I'm staying out of anywhere that's got lots of water. 'Cause it'll have bridges. >> Savannah: Well it's good we're here in the desert. >> Exactly. So what scares me? Bridges, there you go. >> Yeah, right. What? >> Well wait a minute. So if I'm bridging technology, is that the scary stuff? >> Oh God, that was not - >> Was it really bad? >> It was really bad. >> Wow. Wow, the puns. >> There's a lot of seems in those bridges. >> It is lit on theCUBE A floor, we are all struggling. I'm curious because I've seen, your team is all over the place here on the show, of course. Your booth has been packed the whole time. >> Lena: Yes. >> The fingerprint. Talk to me about your shirt. >> So, this was designed by my team in house. It is the most wanted swag in the company, because only my security people wear it. So, we make it like, yeah, you could maybe have one, if this turns out well. >> I feel like we're on the right track. >> Dave: If it turns out well. >> Yeah, I just love it. It's so, it's just brilliant. I mean, it's the leaf, it's a fingerprint. It's just brilliant. >> That's why I wanted to call it out. You know, you see a lot of shirts, a lot of swag shirts. Some are really unfortunately sad, or not funny, >> They are. >> or they're just trying too hard. Now there's like, with this one, I thought oh I bet that's clever. >> Lena: It is very cool. Yes, I love it. >> I saw a good one yesterday. >> Yeah? >> We fix shit, 'member? >> Oh yeah, yeah. >> That was pretty good. >> I like when they're >> That's a pretty good one. >> just straightforward, like that, yeah yeah. >> But the only thing with this is when you're say in front of a green screen, you look as though you've got no tummy. >> A portal through your body. >> And so, when we did our first - >> That's a really good point, actually. >> Yeah, it's like the black hole to nothingless. And I'm like wow, that's my soul. >> I was just going to say, I don't want to see my soul like that. I don't want to know. >> But we had to do like, it was just when the pandemic first started, so we had to do our big presentation live announcement from home. And so they shipped us all this camera equipment for home and thank God my partner knows how that works, so he set it all up. And then he had me test with a green screen, and he's like, you have no tummy. I'm like, what the hell are you talking about? He's like, come and see. It's like this, I dunno what it was. So I had to actually go upstairs and felt tip with a magic marker and make it black. >> Wow. >> So that was why I did for two hours on a Friday, yeah. >> Couldn't think of another alternative, huh? >> Well no, 'cause I'm myopic when it comes to marketing and I knew I had to keep the tshirt on, and I just did that. >> Yeah. >> In hindsight, yes I could have worn an "I Fix Shit" tshirt, but I don't think my husband would've been very happy. I secure shit? >> There you go, yeah. >> There you go. >> Over to you, Savannah. >> I was going to say, I got acquainted, I don't know if I can say this, but I'm going to say it 'cause we're here right now. I got acquainted with theCUBE, wearing a shirt that said "Unfuck Kubernetes," 'cause it was a marketing campaign that I was running for one of my clients at Kim Con last year. >> That's so good. >> Yeah, so - >> Oh my God. I'll give you one of these if you get me one of those. >> I can, we can do a swapskee. We can absolutely. >> We need a few edits on this film, on the file. >> Lena: Okay, this is nothing - >> We're fallin' off the wheel. Okay, on that note, I'm going to bring us to our challenge that we discussed, before we got started on this really diverse discussion that we have had in the last 15 minutes. We've covered everything from felt tip markers to nuclear power plants. >> To the darkness of my soul. >> To the darkness of all of our souls. >> All of our souls, yes. >> Which is perhaps a little too accurate, especially at this stage in the conference. You've obviously seen a lot Lena, and you've been rockin' it, I know John was in your suite up here, at at at the Venetian. What's your 30 second hot take? Most important story, coming out of the show or for you all at Mongo this year? >> Genuinely, it was when I learned that two-thirds of the customers that had been mentioned, here, are MongoDB customers. And that just exploded in my head. 'Cause now I'm thinking of all the numbers and the metrics and how we can use that. And I just think it's amazing, so. >> Yeah, congratulations on that. That's awesome. >> Yeah, I thought it was amazing. >> And it makes sense actually, 'cause Mongo so easy to use. We were talking about Tengen. >> We knew you when, I feel that's our like, we - >> Yeah, but it's true. And so, Mongo was just really easy to use. And people are like, ah, it doesn't scale. It's like, turns out it actually does scale. >> Lena: Turns out, it scales pretty well. >> Well Lena, without question, this is my favorite conversation of the show so far. >> Thank you. >> Thank you so much for joining us. >> Thank you very much for having me. >> Dave: Great to see you. >> It's always a pleasure. >> Dave: Thanks Lena. >> Thank you. >> And thank you all, tuning in live, for tolerating wherever we take these conversations. >> Dave: Whatever that was. >> I bet you weren't ready for this one, folks. We're at AWS re:Invent in Las Vegas, Nevada. With Dave Vellante, I'm Savannah Peterson. You're washing theCUBE, the leader for high tech coverage.
SUMMARY :
I am Savannah Peterson. I don't know how. I don't know Well, you were I hope you feel better, I know, good luck to the newlyweds. And I just, not much voice left, so. And it was really just about, you know, Yeah, so you know Lena, it's funny And so, but it was really endearing for that, I'll tell you. I wouldn't see anyone. Sometimes it just looks I could see eyeballs. Yeah, just go. I just, I don't need to know anything One of the things that you mentioned, to the fore, if you like, the fore. I was married to one, Dave: Yeah, he was And he was saying that two I know, isn't that Congrats on that, that's like - And I think that I can And let the human capital go back And I get that, trust me. being, you know harvested from memory But a lot of the developers, you know And it was like, help, we need some help I don't like to say no. I dunno, it seems like forever ago. Yeah? actually. And I had, it was the wee one, 'member? And I remember I was sitting And they, you could see And eventually I'm like - And I'm like, yeah, you want to see it? And I really played with it. Yeah, then you see Yeah, that really was Yeah, what were we talking about? is where you got us here. I gotchu Dave, Okay, so - you to end this, so I can I love it. Three things happened. But no, tell us that, but then - Well 2006, 2007. 2007, the iPhone, the world blew up. I mean back then was awesome, point do you think? I think it's going to I mean I don't know enough about it This is like one of Yeah, it scares me more 'Cause social was so I was on the Estella and we were - I was with, we were starting basically And we saw these and we were what we were getting into. Can you imagine if you could And Tesla stock. And my question is to the Although I think Y2K is I'll be with the sheep in Glasgow, I mean, that whole - I worked in the power industry in Y2K. assumed that the world I was going to say, you I think I was going to, that that exactly was going to happen. No, no, because it's a CSO, I don't like bridges, And I had to drive over Stay out of where? I'm staying out of anywhere Savannah: Well it's good Bridges, there you go. Yeah, right. the scary stuff? Wow, the puns. There's a lot of seems is all over the place here Talk to me about your shirt. So, we make it like, yeah, you could I mean, it's the leaf, it's a fingerprint. You know, you see a lot of I thought oh I bet that's clever. Lena: It is very cool. That's a pretty like that, yeah yeah. But the only thing with this is That's a really good point, the black hole to nothingless. I was just going to say, I don't and he's like, you have no tummy. So that was why I did for and I knew I had to keep the I secure shit? I was going to say, I got acquainted, I'll give you one of these I can, we can do a swapskee. on this film, on the file. Okay, on that note, I'm going to bring us I know John was in your suite And I just think it's amazing, so. Yeah, congratulations on that. it was amazing. And it makes sense actually, And so, Mongo was just really easy to use. of the show so far. And thank you all, tuning in live, I bet you weren't
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Breaking Analysis: Even the Cloud Is Not Immune to the Seesaw Economy
>>From the Cube Studios in Palo Alto in Boston, bringing you data driven insights from the cube and etr. This is breaking analysis with Dave Ante. >>Have you ever been driving on the highway and traffic suddenly slows way down and then after a little while it picks up again and you're cruising along and you're thinking, Okay, hey, that was weird. But it's clear sailing now. Off we go, only to find out in a bit that the traffic is building up ahead again, forcing you to pump the brakes as the traffic pattern ebbs and flows well. Welcome to the Seesaw economy. The fed induced fire that prompted an unprecedented rally in tech is being purposefully extinguished now by that same fed. And virtually every sector of the tech industry is having to reset its expectations, including the cloud segment. Hello and welcome to this week's Wikibon Cube Insights powered by etr. In this breaking analysis will review the implications of the earnings announcements from the big three cloud players, Amazon, Microsoft, and Google who announced this week. >>And we'll update you on our quarterly IAS forecast and share the latest from ETR with a focus on cloud computing. Now, before we get into the new data, we wanna review something we shared with you on October 14th, just a couple weeks back, this is sort of a, we told you it was coming slide. It's an XY graph that shows ET R'S proprietary net score methodology on the vertical axis. That's a measure of spending momentum, spending velocity, and an overlap or presence in the dataset that's on the X axis. That's really a measure of pervasiveness. In the survey, the table, you see that table insert there that shows Wiki Bond's Q2 estimates of IAS revenue for the big four hyperscalers with their year on year growth rates. Now we told you at the time, this is data from the July TW 22 ETR survey and the ETR hadn't released its October survey results at that time. >>This was just a couple weeks ago. And while we couldn't share the specific data from the October survey, we were able to get a glimpse and we depicted the slowdown that we saw in the October data with those dotted arrows kind of down into the right, we said at the time that we were seeing and across the board slowdown even for the big three cloud vendors. Now, fast forward to this past week and we saw earnings releases from Alphabet, Microsoft, and just last night Amazon. Now you may be thinking, okay, big deal. The ETR survey data didn't really tell us anything we didn't already know. But judging from the negative reaction in the stock market to these earnings announcements, the degree of softness surprised a lot of investors. Now, at the time we didn't update our forecast, it doesn't make sense for us to do that when we're that close to earning season. >>And now that all the big three ha with all the big four with the exception of Alibaba have announced we've, we've updated. And so here's that data. This chart lays out our view of the IS and PAs worldwide revenue. Basically it's cloud infrastructure with an attempt to exclude any SaaS revenue so we can make an apples to apples comparison across all the clouds. Now the reason that actual is in quotes is because Microsoft and Google don't report IAS revenue, but they do give us clues and kind of directional commentary, which we then triangulate with other data that we have from the channel and ETR surveys and just our own intelligence. Now the second column there after the vendor name shows our previous estimates for q3, and then next to that we show our actuals. Same with the growth rates. And then we round out the chart with that lighter blue color highlights, the full year estimates for revenue and growth. >>So the key takeaways are that we shaved about $4 billion in revenue and roughly 300 basis points of growth off of our full year estimates. AWS had a strong July but exited Q3 in the mid 20% growth rate year over year. So we're using that guidance, you know, for our Q4 estimates. Azure came in below our earlier estimates, but Google actually exceeded our expectations. Now the compression in the numbers is in our view of function of the macro demand climate, we've made every attempt to adjust for constant currency. So FX should not be a factor in this data, but it's sure you know that that ma the the, the currency effects are weighing on those companies income statements. And so look, this is the fundamental dynamic of a cloud model where you can dial down consumption when you need to and dial it up when you need to. >>Now you may be thinking that many big cloud customers have a committed level of spending in order to get better discounts. And that's true. But what's happening we think is they'll reallocate that spend toward, let's say for example, lower cost storage tiers or they may take advantage of better price performance processors like Graviton for example. That is a clear trend that we're seeing and smaller companies that were perhaps paying by the drink just on demand, they're moving to reserve instance models to lower their monthly bill. So instead of taking the easy way out and just spending more companies are reallocating their reserve capacity toward lower cost. So those sort of lower cost services, so they're spending time and effort optimizing to get more for, for less whereas, or get more for the same is really how we should, should, should phrase it. Whereas during the pandemic, many companies were, you know, they perhaps were not as focused on doing that because business was booming and they had a response. >>So they just, you know, spend more dial it up. So in general, as they say, customers are are doing more with, with the same. Now let's look at the growth dynamic and spend some time on that. I think this is important. This data shows worldwide quarterly revenue growth rates back to Q1 2019 for the big four. So a couple of interesting things. The data tells us during the pandemic, you saw both AWS and Azure, but the law of large numbers and actually accelerate growth. AWS especially saw progressively increasing growth rates throughout 2021 for each quarter. Now that trend, as you can see is reversed in 2022 for aws. Now we saw Azure come down a bit, but it's still in the low forties in terms of percentage growth. While Google actually saw an uptick in growth this last quarter for GCP by our estimates as GCP is becoming an increasingly large portion of Google's overall cloud business. >>Now, unfortunately Google Cloud continues to lose north of 850 million per quarter, whereas AWS and Azure are profitable cloud businesses even though Alibaba is suffering its woes from China. And we'll see how they come in when they report in mid-November. The overall hyperscale market grew at 32% in Q3 in terms of worldwide revenue. So the slowdown isn't due to the repatriation or competition from on-prem vendors in our view, it's a macro related trend. And cloud will continue to significantly outperform other sectors despite its massive size. You know, on the repatriation point, it just still doesn't show up in the data. The A 16 Z article from Sarah Wong and Martin Martin Kasa claiming that repatriation was inevitable as a means to lower cost of good sold for SaaS companies. You know, while that was thought provoking, it hasn't shown up in the numbers. And if you read the financial statements of both AWS and its partners like Snowflake and you dig into the, to the, to the quarterly reports, you'll see little notes and comments with their ongoing negotiations to lower cloud costs for customers. >>AWS and no doubt execs at Azure and GCP understand that the lifetime value of a customer is worth much more than near term gross margin. And you can expect the cloud vendors to strike a balance between profitability, near term profitability anyway and customer attention. Now, even though Google Cloud platform saw accelerated growth, we need to put that in context for you. So GCP, by our estimate, has now crossed over the $3 billion for quarter market actually did so last quarter, but its growth rate accelerated to 42% this quarter. And so that's a good sign in our view. But let's do a quick little comparison with when AWS and Azure crossed the $3 billion mark and compare their growth rates at the time. So if you go back to to Q2 2016, as we're showing in this chart, that's around the time that AWS hit 3 billion per quarter and at the same time was growing at 58%. >>Azure by our estimates crossed that mark in Q4 2018 and at that time was growing at 67%. Again, compare that to Google's 42%. So one would expect Google's growth rate would be higher than its competitors at this point in the MO in the maturity of its cloud, which it's, you know, it's really not when you compared to to Azure. I mean they're kind of con, you know, comparable now but today, but, but you'll go back, you know, to that $3 billion mark. But more so looking at history, you'd like to see its growth rate at this point of a maturity model at least over 50%, which we don't believe it is. And one other point on this topic, you know, my business friend Matt Baker from Dell often says it's not a zero sum game, meaning there's plenty of opportunity exists to build value on top of hyperscalers. >>And I would totally agree it's not a dollar for dollar swap if you can continue to innovate. But history will show that the first company in makes the most money. Number two can do really well and number three tends to break even. Now maybe cloud is different because you have Microsoft software estate and the power behind that and that's driving its IAS business and Google ads are funding technology buildouts for, for for Google and gcp. So you know, we'll see how that plays out. But right now by this one measurement, Google is four years behind Microsoft in six years behind aws. Now to the point that cloud will continue to outpace other markets, let's, let's break this down a bit in spending terms and see why this claim holds water. This is data from ET r's latest October survey that shows the granularity of its net score or spending velocity metric. >>The lime green is new adoptions, so they're adding the platform, the forest green is spending more 6% or more. The gray bars spending is flat plus or minus, you know, 5%. The pinkish colors represent spending less down 6% or worse. And the bright red shows defections or churn of the platform. You subtract the reds from the greens and you get what's called net score, which is that blue dot that you can see on each of the bars. So what you see in the table insert is that all three have net scores above 40%, which is a highly elevated measure. Microsoft's net scores above 60% AWS well into the fifties and GCP in the mid forties. So all good. Now what's happening with all three is more customers are keep keeping their spending flat. So a higher percentage of customers are saying, our spending is now flat than it was in previous quarters and that's what's accounting for the compression. >>But the churn of all three, even gcp, which we reported, you know, last quarter from last quarter survey was was five x. The other two is actually very low in the single digits. So that might have been an anomaly. So that's a very good sign in our view. You know, again, customers aren't repatriating in droves, it's just not a trend that we would bet on, maybe makes for a FUD or you know, good marketing head, but it's just not a big deal. And you can't help but be impressed with both Microsoft and AWS's performance in the survey. And as we mentioned before, these companies aren't going to give up customers to try and preserve a little bit of gross margin. They'll do what it takes to keep people on their platforms cuz they'll make up for it over time with added services and improved offerings. >>Now, once these companies acquire a customer, they'll be very aggressive about keeping them. So customers take note, you have negotiating leverage, so use it. Okay, let's look at another cut at the cloud market from the ETR data set. Here's the two dimensional view, again, it's back, it's one of our favorites. Net score or spending momentum plotted against presence. And the data set, that's the x axis net score on the, on the vertical axis, this is a view of et r's cloud computing sector sector. You can see we put that magic 40% dotted red line in the table showing and, and then that the table inserts shows how the data are plotted with net score against presence. I e n in the survey, notably only the big three are above the 40% line of the names that we're showing here. The oth there, there are others. >>I mean if you put Snowflake on there, it'd be higher than any of these names, but we'll dig into that name in a later breaking analysis episode. Now this is just another way of quantifying the dominance of AWS and Azure, not only relative to Google, but the other cloud platforms out there. So we've, we've taken the opportunity here to plot IBM and Oracle, which both own a public cloud. Their performance is largely a reflection of them migrating their install bases to their respective public clouds and or hybrid clouds. And you know, that's fine, they're in the game. That's a point that we've made, you know, a number of times they're able to make it through the cloud, not whole and they at least have one, but they simply don't have the business momentum of AWS and Azure, which is actually quite impressive because AWS and Azure are now as large or larger than IBM and Oracle. >>And to show this type of continued growth that that that Azure and AWS show at their size is quite remarkable and customers are starting to recognize the viability of on-prem hi, you know, hybrid clouds like HPE GreenLake and Dell's apex. You know, you may say, well that's not cloud, but if the customer thinks it is and it was reporting in the survey that it is, we're gonna continue to report this view. You know, I don't know what's happening with H P E, They had a big down tick this quarter and I, and I don't read too much into that because their end is still pretty small at 53. So big fluctuations are not uncommon with those types of smaller ends, but it's over 50. So, you know, we did notice a a a negative within a giant public and private sector, which is often a, a bellwether giant public private is big public companies and large private companies like, like a Mars for example. >>So it, you know, it looks like for HPE it could be an outlier. We saw within the Fortune 1000 HPE E'S cloud looked actually really good and it had good spending momentum in that sector. When you di dig into the industry data within ETR dataset, obviously we're not showing that here, but we'll continue to monitor that. Okay, so where's this Leave us. Well look, this is really a tactical story of currency and macro headwinds as you can see. You know, we've laid out some of the points on this slide. The action in the stock market today, which is Friday after some of the soft earnings reports is really robust. You know, we'll see how it ends up in the day. So maybe this is a sign that the worst is over, but we don't think so. The visibility from tech companies is murky right now as most are guiding down, which indicates that their conservative outlook last quarter was still too optimistic. >>But as it relates to cloud, that platform is not going anywhere anytime soon. Sure, there are potential disruptors on the horizon, especially at the edge, but we're still a long ways off from, from the possibility that a new economic model emerges from the edge to disrupt the cloud and the opportunities in the cloud remain strong. I mean, what other path is there? Really private cloud. It was kind of a bandaid until the on-prem guys could get their a as a service models rolled out, which is just now happening. The hybrid thing is real, but it's, you know, defensive for the incumbents until they can get their super cloud investments going. Super cloud implying, capturing value above the hyperscaler CapEx, you know, call it what you want multi what multi-cloud should have been, the metacloud, the Uber cloud, whatever you like. But there are opportunities to play offense and that's clearly happening in the cloud ecosystem with the likes of Snowflake, Mongo, Hashi Corp. >>Hammer Spaces is a startup in this area. Aviatrix, CrowdStrike, Zeke Scaler, Okta, many, many more. And even the projects we see coming out of enterprise players like Dell, like with Project Alpine and what Pure Storage is doing along with a number of other of the backup vendors. So Q4 should be really interesting, but the real story is the investments that that companies are making now to leverage the cloud for digital transformations will be paying off down the road. This is not 1999. We had, you know, May might have had some good ideas and admittedly at a lot of bad ones too, but you didn't have the infrastructure to service customers at a low enough cost like you do today. The cloud is that infrastructure and so far it's been transformative, but it's likely the best is yet to come. Okay, let's call this a rap. >>Many thanks to Alex Morrison who does production and manages the podcast. Also Can Schiffman is our newest edition to the Boston Studio. Kristin Martin and Cheryl Knight helped get the word out on social media and in our newsletters. And Rob Ho is our editor in chief over@siliconangle.com, who does some wonderful editing for us. Thank you. Remember, all these episodes are available as podcasts. Wherever you listen, just search breaking analysis podcast. I publish each week on wiki bond.com at silicon angle.com. And you can email me at David dot valante@siliconangle.com or DM me at Dante or comment on my LinkedIn posts. And please do checkout etr.ai. They got the best survey data in the enterprise tech business. This is Dave Valante for the Cube Insights powered by etr. Thanks for watching and we'll see you next time on breaking analysis.
SUMMARY :
From the Cube Studios in Palo Alto in Boston, bringing you data driven insights from Have you ever been driving on the highway and traffic suddenly slows way down and then after In the survey, the table, you see that table insert there that Now, at the time we didn't update our forecast, it doesn't make sense for us And now that all the big three ha with all the big four with the exception of Alibaba have announced So we're using that guidance, you know, for our Q4 estimates. Whereas during the pandemic, many companies were, you know, they perhaps were not as focused So they just, you know, spend more dial it up. So the slowdown isn't due to the repatriation or And you can expect the cloud And one other point on this topic, you know, my business friend Matt Baker from Dell often says it's not a And I would totally agree it's not a dollar for dollar swap if you can continue to So what you see in the table insert is that all three have net scores But the churn of all three, even gcp, which we reported, you know, And the data set, that's the x axis net score on the, That's a point that we've made, you know, a number of times they're able to make it through the cloud, the viability of on-prem hi, you know, hybrid clouds like HPE GreenLake and Dell's So it, you know, it looks like for HPE it could be an outlier. off from, from the possibility that a new economic model emerges from the edge to And even the projects we see coming out of enterprise And you can email me at David dot valante@siliconangle.com or DM me at Dante
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Rob Enslin, UiPath & Daniel Dines, UiPath | UiPath Forward 5
>> Male: TheCUBE presents, UIPATH, Forward 5 brought to you by, UIPATH. >> Okay the party has started here at forward 5 UIPATH big customer event if you're watching the cube. We're wrapping up day one with the co-CE0 segment. Daniel Dines is here. He's the founder and Co-CEO of UIPATH and Rob Enslin, is co-CEO. Gents, great to see you. Thanks for spending some time with us. I know you're super busy. >> Thanks Dave. >> So I've been looking forward to this. Daniel you know I've followed the company for a long time. The really interesting path you took, to get to where you are today. How did you guys meet? And why did you decide to hire Rob? >> Male: (laughs) >> Rob: Well let me start. I uh, I was looking for a partner. Actually, in our work to your stand here, we are talking about how, how you feel in this job. You feel so alone. Because you are the center of all pressure points. And having a partner, having someone that has your back, it's kind of awesome. So I was looking for a partner. And our current friend, Carl Escenbach, he introduced us to each other, and we instantly clicked. And this is the type of job where it's uh either work well or it doesn't. It cannot be anything in the middle. >> Right, okay with Carl, we know Carl well. Awesome operator. Knows the business super well. So Rob, what attracted you to UIPATH? You had a great situation at google. You guys were growing like crazy. Why did you decide to come here? What did you see that attracted you? >> Yeah you know when I, when I went to google, I went to google because I really believed that data and AI was necessary for companies. And business is to be competitive in the future. And we did some great stuff at google cloud in the 3 years. But I knew UIPATH from a couple of years ago when they were mainly a RPA space. And I just felt that there was a place in time when automation was going expand. And as I sat down with Carl a couple of times, spoke to carl. And then I sat down with Daniel, I knew that there was something special with UIPATH, that could be a generational opportunity. Not any for myself but for the company in the future. And then I, you know I got to know Daniel. And at this stage of my career I was like, I'm pretty fussy about what I want to do and what I want and where I want to go. First of all, I want to go to a company that had great product, had a great culture, and I wanted to work with somebody that we could shake the future together and you know, Daniel and I just hit it off from the very first time we met. He got to meet my family, my dogs and we did the whole, we did the whole courting thing before we actually decided this was going to be a good thing for both of us. >> Dave: That's good. >> Rob: Yeah. >> Dave: You got to meet the family. That's very good. >> We just had, John Furrier and I just had, Mohit Aron and Sanjay Poonen into out studio. Cause Mohit, you know, formal google. Long time. And they decided to kind of split duties. Mohit's going into product, he didn't keep his CEO title. He walked. How are you guys splitting you time? What are each of you going to, responsible for? >> Daniel: Well its, its kind of similar. On a day by day operation I, I rely heavily on Rob. We do it together. Strategic decisions about the company's destiny. I'm doing mostly the product these days. Which is a big relief for me. And I think we also split a bit of customers visit. Which is great. I still enjoy meeting customers. I need, customers are food for my cause. >> Dave: (laughs) yeah and your awesome product visionary. You've been there since day one. Now Rob, you said in the key note today that you've seen around about a hundred customers. You've transverse the world. What did you learn from them that informed you? That gave you confidence that the the move to the internet platform, even though you had already started that. >> Male: Yeah. >> But you're really doubling down on that >> Rob: You know when I... >> from a stand point. >> Rob: You know Dave, when you think about it, like I was, I was so impressed that Daniel had the vision to create a platform 3 years ago. >> Dave: Yeah. >> All right. And as we went around the world. As I went around the world, and it was one of the very first things I've seen. I've got to understand how customers see UIPATH, from their advantage point. What are they looking for from us? Why is this company, why doe customers like this company so much? And as I went around the world. I went to Asia a couple, I went to Asia, Australia, Singapore, Japan. I was in Europe twice. We did the trip together. We went to visit customers. And it was very much the same thing. Helps us expand automation faster. And we are so surprise, at the break of your platform. We never knew that. And so it kind of just had, for me, it was conviction. It's like, this walls is the right decision you've made. There's so much opportunity there. And that's, you know that's kind of what I've learned through the last four five months. >> Dave: Now as you know Daniel, I've written a lot about your company. One of the things I've said is that, that start ups, if I can call you that back pre-IPO, typically don't have as much international exposure as UIPATH had. I mean you sort of, you sort of started as an international company and became more US centric. You said, in the, in the key note today, you're talking to Ray Wong about people may don't understand that challenges of FX. Point being, when you convert international dollars into US dollars there are less of them cause the dollars stronger. But still, I've always felt like that international footprint is an advantage. Rob you came from SAP, you know, again European based company. I don't, (stutters), do you regret that? Now? I mean I know it's technical, I'm sure you don't, but talk about that sort of international exposure? Why that's a long term benefit. >> Well, you, first of all, you expand faster. I think we expanded faster than our competition because our global footprint was larger. And we had the courage. Go in Japan, for instance. Everybody told me, it's impossible to make for such a small starter. It's impossible to make a business in Japan. But we didn't believe it. We're just crazy and we went there, and be built a very sizable business in Japan. Fifty-five percent of our revenue, even today, it's outside U.S. Now of course that has a down side. When uh, When the local currencies, you know, are losing the value compared to the dollars, we're impacted. As we go to... to investors, until now, so we are seeing like a (indistinct) in terms of ARI. It's huge. Only because (indistinct) and losing the business in Russia. But it still, it's the strength of our company. Things will come back. And then, you know, the growth engine will re-accelerate again. >> Dave: Yeah but when the dollars weakens that'll be in your favor. Rob I want to pick up on something you said today in your keynote. You went back and started, you know the cycles of ERP and you know, internet, et cetera. I kind of have a love hate with ERP. I have to be honest. >> Male: (laughing) >> But it, but but (chuckles) but if I go back to that. Late eighties nineties, you wouldn't have be able to pick SAP as the winner. And then SAP emerged. You know, very clearly. But the more interesting thing, is that the customers who are implementing ERP well. The practitioners did better than their peers, and dominated their industries. And their stocks went up. Their evaluations went up. Different worlds obviously but, do you see the same thing happening with RPA and automation? What gives you confidence that that's the case? >> I absolutely do see the same thing happening with automation and RPA being a part of, in being a part of that. The reason, the reason I believe that is speed is so critical. (stutters) And if you think about how hard it is for a CIO or a c level executive to consume the technology coming at them, plus all the changes in the world being thrown at them. It's compiling and compiling and compiling. We have an incredible solution, that can help companies. And there comes certain times, the love outcomes to the business. Like no one else gets. And when I see that, I view that as just like the beginning of what's going to happen in the future so, in many ways, and I've said this to many of my friends, it feels like 1992, 1993 to me. And it's interesting because no one really understood then why SAP would be great in 1992 and 93. And they got a couple of things right. They got the eco system right. Their new partners were important. And the knew they needed to drive business outcome for companies, in which they did. And so I feel like we are in a very similar place. Very different technology obviously. And the speed of change now is so dramatic, compared to what it was. And there's very few technology that can provide that level of speed and accomodation to their customers. >> All right, let's talk about priorities. You guys got a lot of work to do and you've, you've laid it out to the financial community. You've got to have profitable growth, because of FX, it part, you've lowered your forecast. But I think there's some conservative in their as well. Um, but you got to do that balance. You've given some guidance on gross margins. Cloud maybe brings that down a little bit. RnD I saw wide range. Thirteen to seventeen percent. I hope you keep spending on RnD. Big fan of that. You know stock buybacks and, RnD if in your position are going to be better. And the product priorities, continue to build that out. But question, let's start with the product. So you've got an on-prem stack and you've got a cloud stack that's emerging, how do you balance those out? How do you do the integration? You've done a great job with the integration. Does it, are you concerned about your ability to continue to work at that speed with two code bases? I wonder if you could address that? >> Daniel: We've become a cloud first company. We deliver all of our products first in the cloud. We've deliver on the two week (indistinct) in the cloud. So that helps us integrate quite fast. I think we made a very good business decision to build our cloud team in Seattle. In Bellevue to be specific. And we have access to great talent that knows how to build serious cloud service. Which is hard to find dollar. And uh, so, and also we, we have, we benef- one of our only benefits was, we have the really good architecture. We have an architecture that work easily on-prem and on the cloud. And even today, our work flow foundation, our local designers, were easy to modernize. So right now we are launching studio weapon. But behind the scene, it's the same workflow engine. Our customers don't have to rewrite anything. It just works. And it does the same to take our own brand product and brand it in the multicloud. So, it's, there is no friction at all. Actually cloud is just helping us accelerate. But we benefit then again of a really solid architectural foundation. >> Daniel: Architecture matters. We've seen that in this industry. We got the B52s rocking out in the background, I love it, but I've got so many questions for you guys. I want to talk about the go to market. Because Rob, it's obviously a strength of yours. You've come in. You've communicated to the street, that you're reshaping the sales floors. Are they lowering the ratios of sales? People, the customers at the high end, mid range as well, using digital. I mean the numbers are one to ten now. At the top. One to maybe fifty at the mid range. Where are you in terms of that journey? You've got to find people, you got to train them, how do you get the productivity out of those guys? Take us through your thinking there? >> Rob: Yeah firstly, I think we have enough resources. Having resources is not an issue. Um, we have an incredible vehicle to acquire customers inside the company. Our digital sales motion, it's probably the best I've seen. And so we have the ability to acquire customers really fast. And we get the first workload in really fast. The challenge is we need to, we need to be able to drive a (indistinct) model and we graduate customs when we acquire them into the direct sales floors. And then direct sales floors, we're not going to go one to thirty, we're talking one to ten for the direct sales floor. And even the high up in the pyramid, we want to have an even denser model than that. And the whole purpose is to drive the time to consumption much quicker, much faster. So we know exactly if we acquire a customer, will they spend? Do they have a (indistinct) spend? On what level do they have a (indistinct) spend? And therefore when we capture them, we can immediately surround them, and put the right resources so we can grow faster. We think this will have a significant impact on the organization. We'll start to implement certain pieces in the next quarter. Um, things like packaging solutions. Putting them in, enabling the sales organization. And buy the beginning of next year, we'll be ready to actually go full board, globally. We already put some pieces in place when I joined. Chris Weber, my chief business officer, did a great job doing some of those pieces. So we're on the journey already. >> Dave: Yeah and even before you guys were public and you weren't publishing your NRR numbers. Our ETR survey partner, we, we always thought you had very low churn. And I think you broke out just yesterday. The, the NRR for overseas vs U.S, U.S I think was 140 plus percent. >> Male: Yeah >> Very very strong. A little, a little less overseas but the churn is still very low. >> Male: Yep. >> Okay so that's super positive. Customer affinity, I was wanted to code these events. I listen to the key notes very carefully, and then interview customers on the cube, and I try to identify, is there alignment there? And I see very strong alignment, I have to say, and strong customer affinity. So that's in your favor. I have, Daniel, I got another question for you on product. What is Symantec automation? What the heck is that? Can you explain that? I don't understand >> Dave, have you seen the demo in my (indistinct)? >> Dave: You know, I had to leave and do interviews, so I, uh, I missed it. >> I think, I think that demo answer complete your question. So in the s-, you know there saying that great, you can not distinguish great technology by magic. I think technology should be simple. And we, we show today, one of the simplest demo that you can imagine. But it's so, such a complex technology behind the scene, that you also can not imagine. So what was demo? We show how one business user, without any technical skills, can build any type of document. Can be a passport, can be an invoice, can be a legal (indistinct), and just go, "I want to copy data from here, and I want to paste data there". Can be a spreadsheet, can be another obligation, and like a human user, without understanding, without having prior knowledge about data, document layout, about screens, screens layouts, nothing, we analyze real time. Document. We discover, we discover the meaning of the information. We analyze the screen. We understand the screen but we understand the meaning of the screen. And we understand how the information in one side relate to the other side. And we just connects the dots and we copy the information and we paste it. A job that you'll do as a human user, maybe three minutes, is done in ten seconds. This is powerful. >> Yeah that is powerful. Thank you for that. I mean, and you take the date, whether it's transaction data or unstructured data and and and bring meaning out of it. That's powerful. Last question and I'll let you guys go. Rob, you got traders, and you've got long term investors. All right traders going to be defensive, today. I get that. Make the case for UIPATH, for long term investors. >> Rob: I think we're going to be a multi-gern- multi-billion company and we're going to be a generational company of our time. And we will define enterprise automation. And it's going to be a long term game and we feel like really strong that we'll be the lead in that game. >> Dave: Guys, thanks so much for coming to the cube. Great show. Always fun at UiPath Forward. Really appreciate your time. Thank you. >> Thanks dave. >> Appreciate it as well. >> Okay wrap it up, day one, we're here tomorrow, first thing, Dave Vellante and Dave Nicholson. Thanks for watching, forward 5, Uipath big customer event, we'll see you tomorrow. (music)
SUMMARY :
brought to you by, UIPATH. Okay the party has started to get to where you are today. It cannot be anything in the middle. So Rob, what attracted you to UIPATH? And then I, you know I got to know Daniel. Dave: You got to meet the And they decided to kind of split duties. And I think we also split the move to the internet platform, that Daniel had the vision And that's, you know that's I mean you sort of, you sort of started When the local currencies, you know, I have to be honest. is that the customers who the love outcomes to the business. And the product priorities, And it does the same to I mean the numbers are one And so we have the ability to And I think you broke out just yesterday. but the churn is still very low. I listen to the key notes very carefully, to leave and do interviews, And we just connects the dots I mean, and you take the date, And it's going to be a long term game much for coming to the cube. we'll see you tomorrow.
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Ray Wang, Constellation & Pascal Bornet, Best-selling Author | UiPath FORWARD 5
>>The Cube Presents UI Path Forward five. Brought to you by UI Path, >>Everybody. We're back in Las Vegas. The cube's coverage we're day one at UI Path forward. Five. Pascal Borne is here. He's an expert and bestselling author in the topic of AI and automation and the book Intelligent Automation. Welcome to the world of Hyper Automation, the first book on the topic. And of course, Ray Wong is back on the cube. He's the founder, chairman and principal analyst, Constellation Reese, also bestselling author of Everybody Wants To Rule the World. Guys, thanks so much for coming on The Cubes. Always a pleasure. Ray Pascal, First time on the Cube, I believe. >>Yes, thank you. Thanks for the invitation. Thank you. >>So what is artificial about artificial intelligence, >>For sure, not people. >>So, okay, so you guys are both speaking at the conference, Ray today. I think you're interviewing the co CEOs. What do you make of that? What's, what are you gonna, what are you gonna probe with these guys? Like, how they're gonna divide their divide and conquer, and why do you think the, the company Danielle in particular, decided to bring in Rob Sland? >>Well, you know what I mean, Like, you know, these companies are now at a different stage of growth, right? There's that early battle between RPA vendors. Now we're actually talking something different, right? We're talking about where does automation go? How do we get the decisioning? What's the next best action? That's gonna be the next step. And to take where UI path is today to somewhere else, You really want someone with that enterprise cred and experience the sales motions, the packages, the partnership capabilities, and who else better than Roblin? He, that's, he's done, he can do that in his sleep, but now he's gotta do that in a new space, taking whole category to another level. Now, Daniel on the other hand, right, I mean, he's the visionary founder. He put this thing from nothing to where he is today, right? I mean, at that point you want your founder thinking about the next set of ideas, right? So you get this interesting dynamic that we've seen for a while with co CEOs, those that are doing the operations, getting the stuff out the door, and then letting the founders get a chance to go back and rethink, take a look at the perspective, and hopefully get a chance to build the next idea or take the next idea back into the organization. >>Right? Very well said. Pascal, why did you write your book on intelligent automation and, and hyper automation, and what's changed since you've written that book? >>So, I, I wrote this book, An Intelligent Automation, two years ago. At that time, it was really a new topic. It was really about the key, the, the key, the key content of the, of the book is really about combining different technologies to automate the most complex end to end business processes in companies. And when I say capabilities, it's, we, we hear a lot about up here, especially here, robotic process automation. But up here alone, if you just trying to transform a company with only up here, you just fall short. Okay? A lot of those processes need more than execution. They need language, they need the capacity to view, to see, they need the capacity to understand and to, and to create insights. So by combining process automation with ai, natural language processing, computer vision, you give this capability to create impact by automating end to end processes in companies. >>I, I like the test, what I hear in the keynote with independent experts like yourself. So we're hearing that that intelligent automation or automation is a fundamental component of digital transformation. Is it? Or is it more sort of a back office sort of hidden in inside plumbing Ray? What do you think? >>Well, you start by understanding what's going on in the process phase. And that's where you see discover become very important in that keynote, right? And that's where process mining's playing a role. Then you gotta automate stuff. But when you get to operations, that's really where the change is going to happen, right? We actually think that, you know, when you're doing the digital transformation pieces, right? Analytics, automation and AI are coming together to create a concept we call decision velocity. You and I make a quick decision, boom, how long does it take to get out? Management committee could free forever, right? A week, two months, never. But if you're thinking about competing with the automation, right? These decisions are actually being done a hundred times per second by machine, even a thousand times per second. That asymmetry is really what people are facing at the moment. >>And the companies that are gonna be able to do that and start automating decisions are gonna be operating at another level. Back to what Pascal's book talking about, right? And there are four questions everyone has to ask you, like, when do you fully intelligently automate? And that happens right in the background when you augment the machine with a human. So we can find why did you make an exception? Why did you break a roll? Why didn't you follow this protocol so we can get it down to a higher level confidence? When do you augment the human with the machine so we can give you the information so you can act quickly. And the last one is, when do you wanna insert a human in the process? That's gonna be the biggest question. Order to cash, incident or resolution, Hire to retire, procure to pay. It doesn't matter. When do you want to put a human in the process? When do you want a man in the middle, person in the middle? And more importantly, when do you want insert friction? >>So Pascal, you wrote your book in the middle of the, the pandemic. Yes. And, and so, you know, pre pandemic digital transformation was kind of a buzzword. A lot of people gave it lip service, eh, not on my watch, I don't have to worry about that. But then it became sort of, you're not a digital business, you're out of business. So, so what have you seen as the catalyst for adoption of automation? Was it the, the pandemic? Was it sort of good runway before that? What's changed? You know, pre isolation, post isolation economy. >>You, you make me think about a joke. Who, who did your best digital transformation over the last years? The ceo, C H R O, the Covid. >>It's a big record ball, right? Yeah. >>Right. And that's exactly true. You know, before pandemic digital transformation was a competitive advantage. >>Companies that went into it had an opportunity to get a bit better than their, their competitors during the pandemic. Things have changed completely. Companies that were not digitalized and automated could not survive. And we've seen so many companies just burning out and, and, and those companies that have been able to capitalize on intelligent automation, digital transformations during the pandemic have been able not only to survive, but to, to thrive, to really create their place on the market. So that's, that has been a catalyst, definitely a catalyst for that. That explains the success of the book, basically. Yeah. >>Okay. Okay. >>So you're familiar with the concept of Stew the food, right? So Stew by definition is something that's delicious to eat. Stew isn't simply taking one of every ingredient from the pantry and throwing it in the pot and stirring it around. When we start talking about intelligent automation, artificial intelligence, augmented intelligence, it starts getting a bit overwhelming. My spy sense goes off and I start thinking, this sounds like mush. It doesn't sound like Stew. So I wanna hear from each of you, what is the methodical process that, that people need to go through when they're going through digital trans transmission, digital transformation, so that you get delicious stew instead of a mush that's just confused everything in your business. So you, Ray, you want, you want to, you wanna answer that first? >>Yeah. You know, I mean, we've been talking about digital transformation since 2010, right? And part of it was really getting the business model, right? What are you trying to achieve? Is that a new type of offering? Are you changing the way you monetize something? Are you taking existing process and applying it to a new set of technologies? And what do you wanna accomplish, right? Once you start there, then it becomes a whole lot of operational stuff. And it's more than st right? I mean, it, it could be like, well, I can't use those words there. But the point being is it could be a complete like, operational exercise. It could be a complete revenue exercise, it could be a regulatory exercise, it could be something about where you want to take growth into the next level. And each one of those processes, some of it is automation, right? There's a big component of it today. But most of it is really rethinking about what you want things to do, right? How do you actually make things to be successful, right? Do I reorganize a process? Do I insert a place to do monetization? Where do I put engagement in place? How do I collect data along the way so I can build better feedback loop? What can I do to build the business graph so that I have that knowledge for the future so I can go forward doing that so I can be successful. >>The Pascal should, should, should the directive be first ia, then ai? Or are these, are these things going to happen in parallel naturally? What's your position on that? Is it first, >>So it, so, >>So AI is part of IA because that's, it's, it's part of the big umbrella. And very often I got the question. So how do you differentiate AI in, I a, I like to say that AI is only the brain. So think of ai cuz I'm consider, I consider AI as machine learning, Okay? Think of AI in a, like a brain near jar that only can think, create, insight, learn, but doesn't do anything, doesn't have any arms, doesn't have any eyes, doesn't not have any mouth and ears can't talk, can't understand with ia, you, you give those capabilities to ai. You, you basically, you create a cap, the capability, technological capability that is able to do more than just thinking, learning and, and create insight, but also acting, speaking, understanding the environment, viewing it, interacting with it. So basically performing these, those end to end processes that are performed currently by people in companies. >>Yeah, we're gonna get to a point where we get to what we call a dynamic scenario generation. You're talking to me, you get excited, well, I changed the story because something else shows up, or you're talking to me and you're really upset. We're gonna have to actually ch, you know, address that issue right away. Well, we want the ability to have that sense and respond capability so that the next best action is served. So your data, your process, the journey, all the analytics on the top end, that's all gonna be served up and changed along the way. As we go from 2D journeys to 3D scenarios in the metaverse, if we think about what happens from a decentralized world to decentralized, and we think about what's happening from web two to web three, we're gonna make those types of shifts so that things are moving along. Everything's a choose your end venture journey. >>So I hope I remember this correctly from your book. You talked about disruption scenarios within industries and within companies. And I go back to the early days of, of our industry and East coast Prime, Wang, dg, they're all gone. And then, but, but you look at companies like Microsoft, you know, they were, they were able to, you know, get through that novel. Yeah. Ibm, you know, I call it survived. Intel is now going through their, you know, their challenge. So, so maybe it's inevitable, but how do you see the future in terms of disruption with an industry, Forget our industry for a second, all industry across, whether it's healthcare, financial services, manufacturing, automobiles, et cetera. How do you see the disruption scenario? I'm pretty sure you talked about this in your book, it's been a while since I read it, but I wonder if you could talk about that disruption scenario and, and the role that automation is going to play, either as the disruptor or as the protector of the incumbents. >>Let's take healthcare and auto as an example. Healthcare is a great example. If we think about what's going on, not enough nurses, massive shortage, right? What are we doing at the moment? We're setting five foot nine robots to do non-patient care. We're trying to capture enough information off, you know, patient analytics like this watch is gonna capture vitals from a going forward. We're doing a lot what we can do in the ambient level so that information and data is automatically captured and decisions are being rendered against that. Maybe you're gonna change your diet along the way, maybe you're gonna walk an extra 10 minutes. All those things are gonna be provided in that level of automation. Take the car business. It's not about selling cars. Tesla's a great example. We talk about this all the time. What Tesla's doing, they're basically gonna be an insurance company with all the data they have. They have better data than the insurance companies. They can do better underwriting, they've got better mapping information and insights they can actually suggest next best action do collision avoidance, right? Those are all the things that are actually happening today. And automation plays a big role, not just in the collection of that, that information insight, but also in the ability to make recommendations, to do predictions and to help you prevent things from going wrong. >>So, you know, it's interesting. It's like you talk about Tesla as the, the disrupting the insurance companies. It's almost like the over the top vendors have all the data relative to the telcos and mopped them up for lunch. Pascal, I wanna ask you, you know, the topic of future of work kind of was a bromide before, but, but now I feel like, you know, post pandemic, it, it actually has substance. How do you see the future of work? Can you even summarize what it's gonna look like? It's, it's, Or are we here? >>It's, yeah, it's, and definitely it's, it's more and more important topic currently. And you, you all heard about the great resignation and how employee experience is more and more important for companies according to have a business review. The companies that take care of their employee experience are four times more profitable that those that don't. So it's a, it's a, it's an issue for CEOs and, and shareholders. Now, how do we get there? How, how do we, how do we improve the, the quality of the employee experience, understanding the people, getting information from them, educating them. I'm talking about educating them on those new technologies and how they can benefit from those empowering them. And, and I think we've talked a lot about this, about the democratization local type of, of technologies that democratize the access to those technologies. Everyone can be empowered today to change their work, improve their work, and finally, incentivization. I think it's a very important point where companies that, yeah, I >>Give that. What's gonna be the key message of your talk tomorrow. Give us the bumper sticker, >>If you will. Oh, I'm gonna talk, It's a little bit different. I'm gonna talk for the IT community in this, in the context of the IT summit. And I'm gonna talk about the future of intelligent automation. So basically how new technologies will impact beyond what we see today, The future of work. >>Well, I always love having you on the cube, so articulate and, and and crisp. What's, what's exciting you these days, you know, in your world, I know you're traveling around a lot, but what's, what's hot? >>Yeah, I think one of the coolest thing that's going on right now is the fact that we're trying to figure out do we go to work or do we not go to work? Back to your other point, I mean, I don't know, work, work is, I mean, for me, work has been everywhere, right? And we're starting to figure out what that means. I think the second thing though is this notion around mission and purpose. And everyone's trying to figure out what does that mean for themselves? And that's really, I don't know if it's a great, great resignation. We call it great refactoring, right? Where you work, when you work, how we work, why you work, that's changing. But more importantly, the business models are changing. The monetization models are changing macro dynamics that are happening. Us versus China, G seven versus bricks, right? War on the dollar. All these things are happening around us at this moment and, and I think it's gonna really reshape us the way that we came out of the seventies into the eighties. >>Guys, always a pleasure having folks like yourself on, Thank you, Pascal. Been great to see you again. All right, Dave Nicholson, Dave Ante, keep it right there. Forward five from Las Vegas. You're watching the cue.
SUMMARY :
Brought to you by And of course, Ray Wong is back on the cube. Thanks for the invitation. What's, what are you gonna, what are you gonna probe with these guys? I mean, at that point you want your founder thinking about the next set Pascal, why did you write your book on intelligent automation and, the key, the key content of the, of the book is really about combining different technologies to automate What do you think? And that's where you see discover become very important And that happens right in the background when you augment So Pascal, you wrote your book in the middle of the, the pandemic. You, you make me think about a joke. It's a big record ball, right? And that's exactly true. That explains the success of the book, basically. you want, you want to, you wanna answer that first? And what do you wanna accomplish, right? So how do you differentiate AI in, I a, I We're gonna have to actually ch, you know, address that issue right away. about that disruption scenario and, and the role that automation is going to play, either as the disruptor to do predictions and to help you prevent things from going wrong. How do you see the future of work? is more and more important for companies according to have a business review. What's gonna be the key message of your talk tomorrow. And I'm gonna talk about the future of intelligent automation. what's exciting you these days, you know, in your world, I know you're traveling around a lot, when you work, how we work, why you work, that's changing. Been great to see you again.
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Wayne Duso & Nancy Wang | AWS Storage Day 2022
>>Okay, we're back. My name is Dave Valante and this is the Cube's coverage of AWS storage day. You know, coming off of reinforc I wrote the, the cloud was a new layer of defense. In fact, the first line of defense in a cyber security strategy. And that brings new thinking and models for protecting data, data protection, specifically, traditionally thought of as backup and recovery, it's become a critical adjacency to security and a component of a comprehensive cybersecurity strategy. We're here in our studios outside of Boston with two cube alums, and we're gonna discuss this in other topics. Wayne do so is the vice president for AWS storage edge and data services, and Nancy Wong as general manager of AWS backup and data protection services, guys. Welcome. Great to see you again. Thanks for coming on. Of >>Course, always a pleasure, Dave. Good to >>See you, Dave. All right. So Wayne, let's talk about how organizations should be thinking about this term data protection. It's an expanding definition, isn't >>It? It is an expanding definition. They, last year we talked about data and the importance of data to companies. Every company is becoming a data company, you know, da the amount of data they generate, the amount of data they can use to create models, to do predictive analytics. And frankly, to find ways of innovating is, is grown rapidly. And, you know, there's this tension between access to all that data, right? Getting the value out of that data. And how do you secure that data? And so this is something we think about with customers all the time. So data durability, data protection, data resiliency, and, you know, trust in their data. If you think about running your organization on your data, trust in your data is so important. So, you know, you gotta trust where you're putting your data. You know, people who are putting their data on a platform need to trust that platform will in fact, ensure it's durability, security, resiliency. >>And, you know, we see ourselves AWS as a partner in securing their data, making their data dur durable, making their data resilient, right? So some of that responsibility is on us. Some of that is on so shared responsibility around data protection, data resiliency. And, you know, we think about forever, you know, the notion of, you know, compromise of your infrastructure, but more and more people think about the compromise of their data as data becomes more valuable. And in fact, data is a company's most valuable asset. We've talked about this before. Only second to their people. You know, the people that are most valuable asset, but right next to that is their data. So really important stuff. >>So Nancy, you talked to a lot of customers, but by the way, it always comes back to the data. We've saying this for years, haven't we? So you've got this expanding definition of data protection, you know, governance is in there. You, you think about access cetera. When you talk to customers, what are you hearing from them? How are they thinking about data protection? >>Yeah. So a lot of the customers that Wayne and I have spoken to often come to us seeking thought leadership about, you know, how do I solve this data challenge? How do I solve this data sprawl challenge, but also more importantly, tying it back to data protection and data resiliency is how do I make sure that data is secure, that it's protected against, let's say ransomware events, right. And continuously protected. So there's a lot of mental frameworks that come to mind and a very popular one that comes up in quite a few conversations is this cybersecurity framework, right? And from a data protection perspective is just as important to protect and recover your data as it is to be able to detect different events or be able to respond to those events. Right? So recently I was just having a conversation with a regulatory body of financial institutions in Europe, where we're designing a architecture that could help them make their data immutable, but also continuously protected. So taking a step back, that's really where I see AWS's role in that we provide a wide breadth of primitives to help customers build secure platforms and scaffolding so that they can focus on building the data protection, the data governance controls, and guardrails on top of that platform. >>And, and that's always been AWS's philosophy, you know, make sure that developers have access to those primitives and APIs so that they can move fast and, and essentially build their own if that that's in fact what they wanna do. And as you're saying, when data protection is now this adjacency to cyber security, but there's disaster recoveries in there, business continuance, cyber resilience, et cetera. So, so maybe you could pick up on that and sort of extend how you see AWS, helping customers build out those resilient services. >>Yeah. So, you know, two core pillars to a data protection strategy is around their data durability, which is really an infrastructure element. You know, it's, it's, it's, it's by and large the responsibility of the provider of that infrastructure to make sure that data's durable, cuz if it's not durable, everything else doesn't matter. And then the second pillar is really about data resiliency. So in terms of security, controls and governance, like these are really important, but these are shared responsibility. Like the customers working with us with the services that we provide are there to architect the design, it's really human factors and design factors that get them resiliency, >>Nancy, anything you would add to what Wayne just said. >>Yeah, absolutely. So customers tell us that they want always on data resiliency and data durability, right? So oftentimes in those conversations, three common themes come up, which is they want a centralized solution. They want to be able to transcribe their intent into what they end up doing with their data. And number three, they want something that's policy driven because once you centralize your policies, it's much better and easier to establish control and governance at an organizational level. So keeping that in mind with policy as our interface, there's two managed AWS solutions that I recommend you all check out in terms of data resiliency and data durability. Those are AWS backup, which is our centralized solution for managing protection recovery, and also provides an audit audit capability of how you protect your data across 15 different AWS services, as well as on-premises VMware and for customers whose mission critical data is contained entirely on disk. We also offer AWS elastic disaster recovery services, especially for customers who want to fail over their workloads from on premises to the cloud. >>So you can essentially centralize as a quick follow up, centralize the policy. And like I said, the intent, but you can support a federated data model cuz you're building out this massive, you know, global system, but you can take that policy and essentially bring it anywhere on the AWS cloud. Is that >>Right? Exactly. And actually one powerful integration I want to touch upon is that AWS backup is natively integrated with AWS organizations, which is our defacto multi account federated organization model for how AWS services work with customers, both in the cloud, on the edge, at the edge and on premises. >>So that's really important because as, as we talk about all the time on the cube, this notion of a, a decentralized data architecture data mesh, but the problem is how do you ensure governance and a federated model? So we're clearly moving in that direction. Wayne, I want to ask you about cyber as a board level discussion years ago, I interviewed Dr. Robert Gates, you know, former defense secretary and he sat on a number of boards and I asked him, you know, how important and prominent is security at the board level? Is it really a board level discussion? He said, absolutely. Every time we meet, we talk about cyber security, but not every company at the time, this was kind of early last decade was doing that. That's changed now. Ransomware is front and center. Hear about it all the time. What's AWS. What's your thinking on cyber as a board level discussion and specifically what are you guys doing around ran ransomware? >>Yeah. So, you know, malware in general, ransomware being a particular type of malware. Sure. It's a hot topic and it continues to be a hot topic. And whether at the board level, the C-suite level, I had a chance to listen to Dr. Gates a couple months ago and super motivational, but we think about ransomware and the same way that our customers do. Right? Cause all of us are subject to an incident. Nobody is immune to a ransomware incident. So we think very much the same way. And you, as Nancy said, along the lines of the, this framework, we really think about, you know, how do customers identify their critical access? How do they plan for protecting those assets, right? How do they make sure that they are in fact protected? And if they do detect the ransomware event and ransomware events come from a lot of different places, like there's not one signature, there's not one thumbprint, if you would for ransomware. >>So it's, it's, there's really a lot of vigilance that needs to be put in place, but a lot of planning that needs to be put in place. And once that's detected and a, a, we have to recover, you know, we know that we have to take an action and recover having that plan in place, making sure that your assets are fully protected and can be restored. As you know, ransomware is a insidious type of malware. You know, it sits in your system for a long time. It figures out what's going on, including your backup policies, your protection policies, and figures out how to get around those with some of the things that Nancy talked about in terms of air gaping, your capabilities, being able to, if you would scan your secondary, your backup storage for malware, knowing that it's a good copy. And then being able to restore from that known good copy in the event of an incident is critical. So we think about this for ourselves and the same way that we think about these for our customers. You gotta have a great plan. You gotta have great protection and you gotta be ready to restore in the case of an incident. And we wanna make sure we provide all the capabilities to do >>That. Yeah. So I'll glad you mentioned air gaping. So at the recent re reinforce, I think it was Kurt kufeld was speaking about ransomware and he didn't specifically mention air gaping. I had to leave. So I might have, I might have missed it cause I was doing the cube, but that's a, that's a key aspect. I'm sure there were, were things on the, on the deep dives that addressed air gaping, but Nancy look, AWS has the skills. It has the resources, you know, necessary to apply all these best practices and, you know, share those with customers. But, but what specific investments is AWS making to make the CISO's life easier? Maybe you could talk about that. >>Sure. So following on to your point about the reinforced keynote, Dave, right? CJ Boes talked about how the events of a ransomware, for example, incident or event can take place right on stage where you go from detect to respond and to recover. And specifically on the recovery piece, you mentioned AWS backup, the managed service that protects across 15 different AWS services, as well as on-premises VMware as automated recovery. And that's in part why we've decided to continue that investment and deliver AWS backup audit manager, which helps customers actually prove their posture against how their protection policies are actually mapping back to their organizational controls based on, for example, how they TA tag their data for mission criticality or how sensitive that data is. Right. And so turning to best practices, especially for ransomware events. Since this is very top of mind for a lot of customers these days is I will, will always try to encourage customers to go through game day simulations, for example, identifying which are those most critical applications in their environment that they need up and running for their business to function properly, for example, and actually going through the recovery plan and making sure that their staff is well trained or that they're able to go through, for example, a security orchestration automation, recovery solution, to make sure that all of their mission critical applications are back up and running in case of a ransomware event. >>Yeah. So I love the game day thing. I mean, we know, well just the, in the history of it, you couldn't even test things like disaster recovery, right? Because it was too dangerous with the cloud. You can test these things safely and actually plan out, develop a blueprint, test your blueprint. I love the, the, the game day >>Analogy. Yeah. And actually one thing I'd love to add is, you know, we talked about air gaping. I just wanna kind of tie up that statement is, you know, one thing that's really interesting about the way that the AWS cloud is architected is the identity access and management platform actually allows us to create identity constructs, that air gap, your data perimeter. So that way, when attackers, for example, are able to gain a foothold in your environment, you're still able to air gap your most mission critical and also crown jewels from being infiltrated. >>Mm that's key. Yeah. We've learned, you know, when paying the ransom is not a good strategy, right? Cuz most of the time, many times you don't even get your data back. Okay. So we, we're kind of data geeks here. We love data and we're passionate about it on the cube AWS and you guys specifically are passionate about it. So what excites you, Wayne, you start and then Nancy, you bring us home. What excites you about data and data protection and why? >>You know, we are data nerds. So at the end of the day, you know, there's this expressions we use all the time, but data is such a rich asset for all of us. And some of the greatest innovations that come out of AWS comes out of our analysis of our own data. Like we collect a lot of data on our operations and some of our most critical features for our customers come out of our analysis, that data. So we are data nerds and we understand how businesses view their data cuz we view our data the same way. So, you know, Dave security really started in the data center. It started with the enterprises. And if we think about security, often we talk about securing compute and securing network. And you know, if you, if you secured your compute, you secured your data generally, but we've separated data from compute so that people can get the value from their data no matter how they want to use it. And in doing that, we have to make sure that their data is durable and it's resilient to any sort of incident and event. So this is really, really important to us. And what do I get excited about? You know, again, thinking back to this framework, I know that we as thought leaders alongside our customers who also thought leaders in their space can provide them with the capabilities. They need to protect their data, to secure their data, to make sure it's compliant and always, always, always durable. >>You know, it's funny, you'd say funny it's it's serious actually. Steven Schmidt at reinforc he's the, the, the chief security officer at Amazon used to be the C C ISO of AWS. He said that Amazon sees quadrillions of data points a month. That's 15 zeros. Okay. So that's a lot of data. Nancy bring us home. What's what excites you about data and data protection? >>Yeah, so specifically, and this is actually drawing from conversations that I had with multiple ISV partners at AWS reinforc is the ability to derive value from secondary data, right? Because traditionally organizations have really seen that as a call center, right? You're producing secondary data because most likely you're creating backups of your mission critical workloads. But what if you're able to run analytics and insights and derive insights from that, that secondary data, right? Then you're actually able to let AWS do the undifferentiated heavy lifting of analyzing that secondary data state. So that way us customers or ISV partners can build value on the security layers above. And that is how we see turning cost into value. >>I love it. As you're taking the original premise of the cloud, taking away the under heavy lifting for, you know, D deploying, compute, storage, and networking now bringing up to the data level, the analytics level. So it continues. The cloud continues to expand. Thank you for watching the cubes coverage of AWS storage day 2022.
SUMMARY :
Great to see you again. So Wayne, let's talk about how organizations should be thinking about this term data So data durability, data protection, data resiliency, and, you know, And, you know, we think about forever, you know, the notion of, you know, So Nancy, you talked to a lot of customers, but by the way, it always comes back to the data. about, you know, how do I solve this data challenge? And, and that's always been AWS's philosophy, you know, make sure that developers have access it's, it's, it's by and large the responsibility of the provider of that infrastructure to make sure that data's durable, how you protect your data across 15 different AWS services, as well as on-premises VMware And like I said, the intent, but you can support a federated data model cuz you're building both in the cloud, on the edge, at the edge and on premises. data mesh, but the problem is how do you ensure governance and a federated model? along the lines of the, this framework, we really think about, you know, how do customers identify you know, we know that we have to take an action and recover having that plan in place, you know, necessary to apply all these best practices and, And specifically on the recovery piece, you mentioned AWS backup, you couldn't even test things like disaster recovery, right? I just wanna kind of tie up that statement is, you know, one thing that's really interesting Cuz most of the time, many times you don't even get your data back. So at the end of the day, you know, there's this expressions we use What's what excites you about data and data protection? at AWS reinforc is the ability to derive value from secondary data, you know, D deploying, compute, storage, and networking now bringing up to the data level,
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Wayne Durso & Nancy Wang | AWS Storage Day 2022
[Music] okay we're back my name is dave vellante and this is thecube's coverage of aws storage day you know coming off of reinforce i wrote that the cloud was a new layer of defense in fact the first line of defense in a cyber security strategy that brings new thinking and models for protecting data data protection specifically traditionally thought of as backup and recovery it's become a critical adjacency to security and a component of a comprehensive cyber security strategy we're here in our studios outside of boston with two cube alums and we're going to discuss this and other topics wayne dusso is the vice president for aws storage edge and data services and nancy wong as general manager of aws backup and data protection services guys welcome great to see you again thanks for coming on of course always a pleasure dave good to see you dave all right so wayne let's talk about how organizations should be thinking about this term data protection it's an expanding definition isn't it it is an expanded definition dave last year we talked about uh data and the importance of data to companies every company um is becoming a data company uh you know the amount of data they generate uh the amount of data they can use to uh create models to do predictive analytics and frankly uh to find ways of innovating uh is is growing uh rapidly and you know there's this tension between access to all that data right getting the value out of that data and how do you secure that data and so this is something we think about with customers all the time so data durability data protection data resiliency and you know trust in their data if you think about running your organization on your data trust in your data is so important so you know you got to trust where you're putting your data you know people who are putting their data on a platform need to trust that platform will in fact ensure its durability security resiliency and you know we see ourselves uh aws as a partner uh in securing their data making their data they're built durable making their data resilient all right so some of that responsibility is on us some of that is on amazon responsibility around data protection data resiliency and you know um we think about forever you know the notion of um you know compromise of your infrastructure but more and more people think about the compromise of their data as data becomes more valuable in fact data is a company's most valuable asset we've talked about this before only second to their people you know the people who are the most valuable asset but right next to that is their data so really important stuff so nancy you talk to a lot of customers but by the way it always comes back to the data we've been saying this for years haven't we so you've got this expanding definition of data protection you know governance is in there you think about access etc when you talk to customers what are you hearing from them how are they thinking about data protection yeah so a lot of the customers that wayne and i have spoken to often come to us seeking thought leadership about you know how do i solve this data challenge how do i solve this data sprawl challenge but also more importantly tying it back to data protection and data resiliency is how do i make sure that data is secure that it's protected against let's say ransomware events right and continuously protected so there's a lot of mental frameworks that come to mind and a very popular one that comes up in quite a few conversations is in this cyber security framework right and from a data protection perspective it's just as important to protect and recover your data as it is to be able to detect different events or be able to respond to those events right so recently i was just having a conversation with a regulatory body of financial institutions in europe where we're designing a architecture that could help them make their data immutable but also continuously protected so taking a step back that's really where i see aws's role in that we provide a wide breadth of primitives to help customers build secure platforms and scaffolding so that they can focus on building the data protection the data governance controls and guardrails on top of that platform and that's always been aws philosophy make sure that developers have access to those primitives and apis so that they can move fast and essentially build their own if that that's in fact what they want to do and as you're saying when data protection is now this adjacency to cyber security but there's disaster recoveries in there business continuance cyber resilience etc so so maybe you could pick up on that and sort of extend how you see aws helping customers build out those resilient services yeah so you know two uh core pillars to a data protection strategy is around their data durability which is really an infrastructural element you know it's it's it's by and large the responsibility of the provided that infrastructure to make sure that data is durable because if it's not durable and everything else doesn't matter um and the second pillar is really about data resiliency so in terms of security controls and governance like these are really important but these are a shared responsibility like the customers working with us with the services that we provide are there to architect the design it's really human factors and design factors that get them resiliency nancy anything you would add to what wayne just said yeah absolutely so customers tell us that they want always on data resiliency and data durability right so oftentimes in those conversations three common themes come up which is they want a centralized solution they want to be able to transcribe their intent into what they end up doing with their data and number three they want something that's policy driven because once you centralize your policies it's much better and easier to establish control and governance at an organizational level so keeping that in mind with policy as our interface there's two managed aws solutions that i recommend you all check out in terms of data resiliency and data durability those are aws backup which is our centralized solution for managing protection recovery and also provides an audit audit capability of how you protect your data across 15 different aws services as well as on-premises vmware and for customers whose mission-critical data is contained entirely on disk we also offer aws elastic disaster recovery services especially for customers who want to fail over their workloads from on-premises to the cloud so you can essentially centralize as a quick follow-up centralize the policy and as you said the intent but you can support a federated data model because you're building out this massive you know global system but you can take that policy and essentially bring it anywhere on the aws cloud is that right exactly and actually one powerful integration i want to touch upon is that aws backup is natively integrated with aws organizations which is our de facto multi-account federated organization model for how aws services work with customers both in the cloud on the edge at the edge and on premises so that's really important because as we talk about all the time on the cube this notion of a decentralized data architecture data mesh but the problem is how do you ensure governance in a federated model so we're clearly moving in that direction when i want to ask you about cyber as a board level discussion years ago i interviewed dr robert gates you know former defense secretary and he sat on a number of boards and i asked him you know how important and prominent is security at the board level is it really a board level discussion he said absolutely every time we meet we talk about cyber security but not every company at the time this was kind of early last decade was doing that that's changed um now ransomware is front and center hear about it all the time what's aws what's your thinking on cyber as a board level discussion and specifically what are you guys doing around ransomware yeah so you know malware in general ransomware being a particular type of malware um it's a hot topic and it continues to be a hot topic and whether at the board level the c-suite level um i had a chance to listen to uh dr gates a couple months ago and uh it was super motivational um but we think about ransomware in the same way that our customers do right because all of us are subject to an incident nobody is uh uh immune to a ransomware incident so we think very much the same way and as nancy said along the lines of the nist framework we really think about you know how do customers identify their critical access how do they plan for protecting those assets right how do they make sure that they are in fact protected and if they do detect a ransomware event and ransomware events come from a lot of different places like there's not one signature there's not one thumb print if you would for ransomware so it's it's there's really a lot of vigilance uh that needs to be put in place but a lot of planning that needs to be put in place and once that's detected and a we have to recover you know we know that we have to take an action and recover having that plan in place making sure that your assets are fully protected and can be restored as you know ransomware is a insidious uh type of malware you know it sits in your system for a long time it figures out what's going on including your backup policies your protection policies and figures out how to get around those with some of the things that nancy talked about in terms of air gapping your capabilities being able to if you would scan your secondary your backup storage for malware knowing that it's a good copy and then being able to restore from that known good copy in the event of an incident is critical so we think about this for ourselves in the same way that we think about these for our customers you've got to have a great plan you've got to have great protection and you've got to be ready to restore in the case of an incident and we want to make sure we provide all the capabilities to do that yeah so i'm glad you mentioned air gapping so at the recent reinforce i think it was kurt kufeld was speaking about ransomware and he didn't specifically mention air gapping i had to leave so i might i might have missed it because i'm doing the cube but that's a that's a key aspect i'm sure there were things in the on the deep dives that addressed air gapping but nancy look aws has the skills it has the resources you know necessary to apply all these best practices and you know share those as customers but but what specific investments is aws making to make the cso's life easier maybe you could talk about that sure so following on to your point about the reinforced keynote dave right cj moses talked about how the events of a ransomware for example incident or event can take place right on stage where you go from detect to respond and to recover and specifically on the recover piece he mentioned aws backup the managed service that protects across 15 different aws services as well as on-premises vmware as automated recovery and that's in part why we've decided to continue that investment and deliver aws backup audit manager which helps customers actually prove their posture against how their protection policies are actually mapping back to their organizational controls based on for example how they tag their data for mission criticality or how sensitive that data is right and so turning to best practices especially for ransomware events since this is very top of mind for a lot of customers these days is i will always try to encourage customers to go through game day simulations for example identifying which are those most critical applications in their environment that they need up and running for their business to function properly for example and actually going through the recovery plan and making sure that their staff is well trained or that they're able to go through for example a security orchestration automation recovery solution to make sure that all of their mission critical applications are back up and running in case of a ransomware event yeah so i love the game date thing i mean we know well just in the history of it you couldn't even test things like disaster recovery be right because it was too dangerous with the cloud you can test these things safely and actually plan out develop a blueprint test your blueprint i love the the game day analogy yeah and actually one thing i love to add is you know we talked about air gapping i just want to kind of tie up that statement is you know one thing that's really interesting about the way that the aws cloud is architected is the identity access and management platform actually allows us to create identity constructs that air gap your data perimeter so that way when attackers for example are able to gain a foothold in your environment you're still able to air gap your most mission critical and also crown jewels from being infiltrated that's key yeah we've learned you know when paying the ransom is not a good strategy right because most of the time many times you don't even get your data back okay so we we're kind of data geeks here we love data um and we're passionate about it on the cube aws and you guys specifically are passionate about it so what excites you wayne you start and then nancy you bring us home what excites you about data and data protection and why you know we are data nerds uh so at the end of the day um you know there's there's expressions we use all the time but data is such a rich asset for all of us some of the greatest innovations that come out of aws comes out of our analysis of our own data like we collect a lot of data on our operations and some of our most critical features for our customers come out of our analysis that data so we are data nerds and we understand how businesses uh view their data because we view our data the same way so you know dave security really started in the data center it started with the enterprises and if we think about security often we talk about securing compute and securing network and you know if you if you secured your compute you secured your data generally but we've separated data from compute so that people can get the value from their data no matter how they want to use it and in doing that we have to make sure that their data is durable and it's resilient to any sort of incident event so this is really really important to us and what do i get excited about um you know again thinking back to this framework i know that we as thought leaders alongside our customers who also thought leaders in their space can provide them with the capabilities they need to protect their data to secure their data to make sure it's compliant and always always always durable you know it's funny you'd say it's not funny it's serious actually steven schmidt uh at reinforce he's the the chief security officer at amazon used to be the c c iso of aws he said that amazon sees quadrillions of data points a month that's 15 zeros okay so that's a lot of data nancy bring us home what's what excites you about data and data protection yeah so specifically and this is actually drawing from conversations that i had with multiple isv partners at aws reinforce is the ability to derive value from secondary data right because traditionally organizations have really seen that as a cost center right you're producing secondary data because most likely you're creating backups of your mission critical workloads but what if you're able to run analytics and insights and derive insights from that secondary data right then you're actually able to let aws do the undifferentiated heavy lifting of analyzing that secondary data as state so that way you as customers or isv partners can build value on the security layers above and that is how we see turning cost into value i love it you're taking the original premise of the cloud taking away the undifferentiated heavy lifting for you know deploying compute storage and networking now bringing up to the data level the analytics level so it continues the cloud continues to expand thank you for watching thecube's coverage of aws storage day 2022
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Patrick Barch, Capital One Software | Snowflake Summit 2022
>>Good morning, everyone. Welcome back to the Cube's coverage of snowflake summit live from Caesar's forum in Las Vegas, Lisa Martin, with Dave Valante. Dave, we have had an action packed two days here, talking with loads of folks. There's been about 10,000 attendees here, the momentum, the excitement for snowflake, what they're building, what they're, what they've announced is huge. >>I'll tell you like this is a getaway day and there's still decent amount of buzz going on in the ecosystem here and the exhibit hall. And I was just saying, when you walk around Las Vegas, you'd never know the economy's about the tank with, you know, inflation is on the rise. I mean, Vegas is packed. >>It is packed it a lot of shows going on here. We are excited to welcome Patrick Barch, the senior director of product management at capital one software to the program. Patrick, it's great to have you. >>Thank you. It's great to be here. >>So we all know capital one. I love the commercials. I'm sure you have a, a large say in how fun and creative they are. Talk to us about capital one software. This is a new business software business. It >>Is. And so, you know, from our founding days in 1994, capital one has always recognized the power of data and technology to create differentiated experiences for our customers. But about 10 years ago, we declared that we were gonna reinvent the way that we build and use technology. One of the key steps in that journey was migrating from our owned and operated data centers to the public cloud. But in order to do that, we needed to build a number of products and platforms to help us operate at scale because the market just wasn't quite there yet. And so capital one software, which we announced last week, Woohoo is our first foray into bringing some of those cloud and data management products to market. >>Talk to us about you. Capital one is one of Snowflake's longest running and largest customers. How does snowflake help facilitate that >>A couple different ways? So first snowflake is a, it's a super powerful platform. They've changed the game when it comes to leveraging data. At scale in the cloud, we were an early investor. We were, we were one of their biggest customers. They've been a great partner along the way, helping us adopt the platform. But for us, when we adopted back in 2018 ish, we realized that with all of this power comes a lot of responsibility. And so we needed to make sure that we were putting good governance and good controls around our usage of snowflake from the start. And so, you know, we, we, we needed to build some, some tools to help us optimize our, our usage of snowflake. >>Okay. So you basically said we're going all in the cloud. You guys have made huge investments in, in AWS and obviously snowflake. And then now you're, you're sort of taking what you did internally and exposing it almost like, like Amazon did Amazon retail and then that's how AWS was born. Okay, awesome. What kind of results did you see internally in terms of the primary benefit? If I understand it is cost savings, but also better data management, right? Is that fair? >>So the, the totality of what we've built internally covers both cost savings, data management, data security, adherence to data privacy legislation. The product that we announced here at summit is really focused on cost optimization for snowflake, right? And so with these tools, we've been able to save about 27% on our projected snowflake costs. We've been able to save our teams about 50,000 hours of manual effort by reducing the number of change orders that they have to execute manually through automated infrastructure management. We've reduced our cost per query by about 43%. And so really what these enabled us to do is just get really efficient with how we use the system. You know, one, one of the challenges you might run into with snowflake is, is unexpected costs. And so by leveraging these tools, we've been able to make sure that our costs are predictable and consistent from month to month, which enables us to budget appropriately. >>And, and that's 50,000 hours person hours over what period of time >>Have to get back to you on the exact amounts? I mean, >>Years, months, several years. Weeks. Yeah. Yeah. Okay. So, but we're talking about tens and tens of millions of dollars, right? If you, I mean, just assume a hundred bucks an hour for, for a person just fully loaded. I mean, I'll just do that math. Okay. And 20% percent on snowflake cost. So here's, here's the question? Well, well, first of all, what's the vision, what's the like gimme a five year vision for, for the software group at capital one, >>We wanna bring capital one's data and cloud management expertise to the masses. Okay. We've spoken to a number of companies that are trying to follow in our footsteps. We've, we've heard again and again, that our challenges are their challenges. Our, the path that we walked is the path that they're trying to walk in. So we are super excited about bringing all of our expertise to the market. >>So start with cost savings, but the vision transcends cost savings, absolutely going into security, privacy, data management, >>Absolutely absolutely workflow. And the, the, you know, the industry's in a super interesting place now where it's very fragmented. There is a galaxy of tools out there. You, you look around here, there's hundreds and hundreds of different solutions, but they're point solutions. They're all going after an individual piece of the management puzzle. And what we found was that we needed to create these integrated experiences that were aligned to our team's jobs to be done, not necessarily in terms of, you know, a capability like cataloging or quality or entitlements, you know, in order to efficiently operate at scale, you need to string those things together in a way that lets your team get their job done. >>So my last question on this flow is, I dunno if you're familiar with you guys, maybe familiar with Sarah Wong and Martin CASAA published a piece that got, you know, pretty wide viewing and discussion. They are out out of Andreesen, a 16 Z that the cost of good sold for SaaS companies who are born in the cloud are gonna become so overwhelming that they're gonna repatriate and start managing themselves. And they use Dropbox as an example. Now Dropbox is storage. So it's very specific niche, you know, and I've talked to many, many companies like snowflake about this, and they're like, eh, that ain't happening anytime soon. How do you feel about that? Because if you look at SAS companies that are born in the cloud, their gross margins are, you know, they don't get to 90%, but they're healthy, you know, 75, you know, sometimes 78% even snowflakes, you know, end of decade forecast Scarelli has it. I think it's 78%. And the reason it's not higher is because of the cloud cost. You gotta pay the cloud bills, my belief and I've argued, this is that's okay. I can negotiate cloud bills. I can work with tools like yours over time to keep those down. And the cloud guys are gonna be competing with each other, but, but what do you make of that Patrick >>Cloud costs? Aren't gonna go down. Data is expanding at an exponential rate. The scale of data today is orders of magnitude versus what it was in on-prem systems. And so, you know, I don't think the cloud providers are too worried because data is exploding at such a, a crazy pace. And so it really becomes about using all of those resources as efficiently as possible. And, and in the cloud where compute is fully elastic, it scales infinitely instantly on demand. You know, it's all about getting it's, it's, it's all about making sure that if you're spending more, you're getting more business value. There's not wastage in the system. >>Same question, but different. Do you feel like strategically organizations generally in capital one specifically will, will, will optimize their time on optimizing or spend their, their effort optimizing the cloud costs? Or do you feel like long term you can actually be cheaper to manage yourself? In other words, our, our cloud benefits of not doing all that heavy lifting offset that potential, you know, cost equation. >>I mean, you saved just so much time and effort and headache, not having to manage physical infrastructure. And so like, you know, snowflake, you can write a sequel command to create a database. You can write a sequel command to create a data warehouse. Like the market will not give up that level of simplicity for managing infrastructure. And so I think at the end of the day, you're gonna, you're gonna see a focus on efficiency because what you really want your teams to be focused on your old, your old DBA and data engineering teams is focused on driving customer value, not in the weeds of infrastructure management. >>And that's why I think you guys, this is a great business that you're starting. And I think you, I, frankly, I think you're gonna get a lot of competition, which is a good thing that says you're in a great business and you guys are first >>Talk about the customer experience. You know, we are also as consumers demanding, we wanna be able to transact ASAP. We wanna make sure that, you know, on the swipe fraud detection happens, how does the Slingshot help facilitate and improve the customer experience if I'm transacting or I'm gonna sign up or I'm getting a mortgage. >>So with Slingshot, we enable your company, regardless of what you do at, at capital one, we're, we're a bank to build more personalized experiences for customers in a more cost effective way. And so Enno is our, our intelligent, personal banking assistant with snowflake. We're enable Enno to do way more than we were previously for less than we would've without some of these tools. >>And that's a huge competitive differentiator because we expect as consumers and of whatever it is. We want a personalized experience, right? That's relevant. That's gonna offer us products and services that might build upon what we've already done. >>It's it's kind of table stakes these days. Yes. And so with these tools and with snowflake, we were able to onboard our business teams were able to onboard over 400 new use cases over, over that same time period. And so really what it's enabled us to do is unlock the innovative power of our company and create more of these customer experiences. >>How does the customer visualize those, those cost savings? And, and, and do, do, do you have some tooling, maybe it's in the works to help them predict what kind of cost savings they have based on some modeling that >>You do. And absolutely. So we enable teams to enforce good governance around infrastructure management, up front by building rules and enabling their teams to create warehouses, create databases. And then once that infrastructure is up and running, we give them a whole bunch of dashboards that show transparency and to spend, we enable chargebacks to lines of business in today's consumption, driven business models. It's hard to reconcile at the end of the month, if you spent what you thought you spent and, and data costs have gone from CapEx to OPEX and, but not everybody is an expert. And so we look at usage data, we look at usage history and we come up with recommendations for how you can save money by, you know, tweaking this or tweaking that or better optimizing your, your compute. >>Should we expect you as you expand your opportunity to take your expertise and aim it at AWS more broadly, maybe Redshift more specifically, Google GCP, big query Azure, what, what should we expect there? >>You know, there's, there's a lot of opportunity to help companies optimize costs across other cloud providers as well. This, this concept of elastic compute, isn't just specific to snowflake. That's certainly one path that we could go down. You know, we have a lot of expertise in, in data management as well, and data privacy, data security. And so that's that, that's another path as well that, that we have expertise in. And so, you know, I think it's, it's an exciting time we're in, we're in an exciting place, but it's early days, >>Did you do a working backwards document? Can you share that with us? >>Fortunately >>Not five, five or 10 years down the road, you may decide to do that, right? >>Yeah. Let me, let me check with my PR person to see if I'm allowed to share here. That's >>I mean, I think this is gonna be a huge success and, and I think it it's, it's, it follows a lot of the things that we've learned from AWS. Yeah. And you guys have been all in there and, and, you know, it's funny, right? We laugh about working backwards, customer obsession, two pizza teams. I mean, it really has changed the sort of way that we think about developing software and, and managing infrastructures. I, I think you're gonna have a, a huge business and I, I wish you the best. >>I, I appreciate that. And the, the thing, a lot of that statement is, you know, internal teams are now starting to demand consumer great experiences for the tools that they use. Yeah, for sure. And so one of the things that we did was treat our internal associates. Like they were external customers, we applied design thinking, we applied product management, we built our experience in terms of what are you trying to accomplish? And what's getting in your way, because that's what people have come to expect with all of these consumer experiences, >>Collaboration. That's right. What last question for you? What would you say to peers in your, whatever, same industry, other industries that are really trying to figure out how to get their hands on data to become a data company, what would you advise them? Why should they choose >>Snowflake gives you so many building blocks out of the box to help you create a, a well-managed data ecosystem? You know, the simplicity with which you can create new infrastructure, define policies for that infrastructure onboard new users. I mean, it, it's one of the platforms in internally capital one that has the highest NPS score. And so, you know, if you're looking to adopt a, a data cloud platform, I mean, snowflake is certainly high up on the list of what you should be looking at. >>That's >>Awesome. How do you, do you consider this a SA, is it a consumption or how do you price for this? >>So we, we don't have published pricing at the moment, but it is, it is a SAS product. You know, what we can share is it'll, it'll be a, you know, small fraction of, of your, of your total credit spend with snowflake and, and >>You're thinking a subscription or, or haven't figured that out yet, >>It it'll likely be a, a consumption model based on, you know. Okay. >>So the, so, so say, you know, it's funny SAS, I get it. Software's a service, but it, but because it's consumption, I think it's like modern SAS. If I can say that, you know, it's cloud >>SAS and it, it, you know, it's more important to make sure right now, because we're so early that we're actually providing the right value to customers. We have a pretty generous trial program going on right now where you can try the, the, the software out for free to make sure it, it fits your needs. So, >>Okay. So you're in trial, right. I should have clarified that you're in trial now. And, and so, yeah, of course you haven't figured out exactly how you're gonna price it yet. But >>The, the, the official posture that we're taking is public preview. We've, we've been in private preview for the last six months. We've onboarded a, a couple of customers who are starting to use the product. And so the, the big announcement this week is we're officially in public preview, come on in. >>So you gotta get product market fit. That's right. Before you figure out your pricing and before you, then you, then you're gonna scale. Great. >>What's been the feedback so far >>Overwhelmingly positive. Somebody stopped by the booth and said, oh my God, that's so cool. We've heard a lot of, wow, we need this right now. You know, it's, I had pretty, pretty high expectations coming in, just based on the value that this is created for capital one, but I've, I've been blown away by, by what I've heard from the people who've stopped by our booth. >>Awesome. Patrick, thank you for joining Dave and me on the program, talking about what you're doing with capital one software seems like you're just in early innings, but so much potential to come. We wish you the best of luck with that. And you have to come back and tell us how it's going. Thanks so much. Thanks for having me, our pleasure for Dave ante. I'm Lisa Martin. You're watching the cube our day three coverage of snowflake summit 22 live from Las Vegas continues after a short break.
SUMMARY :
the momentum, the excitement for snowflake, what they're building, what they're, what they've announced is huge. And I was just saying, when you walk around Las Vegas, you'd never know the economy's about the the senior director of product management at capital one software to the program. It's great to be here. I'm sure you have a, a large say in how fun and Is. And so, you know, from our founding days in 1994, Talk to us about you. And so, you know, we, we, we needed to build some, of results did you see internally in terms of the primary benefit? You know, one, one of the challenges you might run into with snowflake is, So here's, here's the question? the path that we walked is the path that they're trying to walk in. And the, the, you know, the industry's in a super interesting place now where it's companies that are born in the cloud, their gross margins are, you know, they don't get to 90%, you know, I don't think the cloud providers are too worried because data is exploding at such that potential, you know, cost equation. And so like, you know, snowflake, you can write a sequel command to create a database. And that's why I think you guys, this is a great business that you're starting. We wanna make sure that, you know, on the swipe fraud detection happens, company, regardless of what you do at, at capital one, we're, we're a bank to build more And that's a huge competitive differentiator because we expect as consumers and of whatever it is. And so really what it's enabled us to do is unlock the innovative power of our company and create more of these customer we look at usage history and we come up with recommendations for how you can save money by, And so, you know, I think it's, it's an exciting time we're in, we're in an exciting That's And you guys have been all in there and, and, you know, it's funny, right? And the, the thing, a lot of that statement is, you know, internal teams are now starting data company, what would you advise them? And so, you know, if you're looking to adopt a, a data cloud platform, I mean, snowflake is certainly high up How do you, do you consider this a SA, is it a consumption or how do you price for You know, what we can share is it'll, it'll be a, you know, small fraction of, It it'll likely be a, a consumption model based on, you know. So the, so, so say, you know, it's funny SAS, SAS and it, it, you know, it's more important to make sure right now, because we're so early that we're actually providing the And, and so, yeah, of course you haven't figured out exactly And so the, the big announcement this week is we're officially So you gotta get product market fit. You know, it's, I had pretty, pretty high expectations coming in, just based on the value that this is created for And you have to come back and tell us how it's going.
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Patrick Osborne, HPE | VeeamON 2022
(digital pulsing music) >> We're back at VeeamON 2022. My name is Dave Vellante. I'm here with my co-host David Nicholson. I've got another mass boy coming on. Patrick Osborne is the vice president of the storage business unit at HPE. Good to see you again, my friend. It's been a long time. >> It's been way too long, thank you very much for having me. >> I can't even remember the last time we saw each other. It might have been in our studios in the East Coast. Well, it's good to be here with you. Lots have been going on, of course, we've been following from afar, but give us the update, what's new with HPE? We've done some stuff on GreenLake, we've covered that pretty extensively and looks like you got some momentum there. >> Quite a bit of momentum, both on the technology front and certainly the customer acquisition front. The message is certainly resonating with our customers. GreenLake is, that's the transformation that's fueling the future of Hewlett Packard Enterprise. So the momentum is great on the technology side. We're at well over 50 services that we're providing on the GreenLake platform. Everything from solutions and workloads to compute, networking and storage. So it's been really fantastic to see the platform and being able to really delight the customers and then the momentum on the sales and the customer acquisition side, the customers are voting with their dollars, so they're very happy with the platform, certainly from an operational perspective and a financial consumption perspective and so our target goal, which we've said a bunch of times is we want to be the hyperscaler on on-prem. We want to provide that customer experience to the folks that are investing in the platform. It's going really well. >> I'll ask you a question, as a former analyst, it could be obnoxious and so forth, so I'll be obnoxious for a minute. I wrote a piece in 2010 called At Your Storage Service, saying the future of storage and infrastructure as a service, blah, blah, blah. Now, of course, you don't want to over-rotate when there's no market, there was no market for GreenLake in 2010. Do you feel like your timing was right on, a little bit late, little bit early? Looking back now, how do you feel about that? >> Well, it's funny you say that. On the timing side, we've seen iterations of this stops and start forever. >> That's true. Financial gimmicks. >> I started my career at Sun Microsystems. We talked about the big freaking Web-tone switch and a lot of the network is the computer. You saw storage networks, you've seen a lot, a ton of iterations in this category, and so, I think the timing's right right now. Obviously, the folks in the hyperscaler class have proved out that this is something that's working. I think for us, the big thing that's really resonating with the customers is they want the operational model and they want the consumption model that they're getting from that as a service experience, but they still are going to run a number of their workloads on-prem and that's the best place to do it for them economically and we've proved that out. So I think the time is here to have that bifurcated experience from operational and financial perspective and in the past, the technology wasn't there and the ability to deliver that for the customers in a manner that was useful wasn't there. So I think the timing's perfect right now to provide them. >> As you know, theCUBE has had a presence at HPE Discover. Previous, even HP Discover and same with Veeam. But we got a long history with HP/HPE. When Hewlett Packard split into two companies, we made the observation, Wow, this opens up a whole new ecosystem opportunity for HPE generally, in storage business specifically, especially in data protection and backup, and the Veeam relationship, the ink wasn't dry and all of a sudden you guys were partnering, throwing joint activities, and so talk about how that relationship has evolved. >> From my perspective, we've always been a big partnering company, both on the route to market side, so our distributors and partners, and we work with them in big channel business. And then on the software partnership side, that's always evolving and growing. We're a very open ecosystem and we like to provide choice for our customers and I think, at the end of the day, we've got a lot of things that we work on jointly, so we have a great value prop. First phase of that relationship was partnering, we've got a full boat of product integrations that we do for customers. The second was a lot of special sauce that we do for our customers for co-integration and co-development. We had a huge session today with Rick Vanover and Frederico on our team here to talk about ransomware. We have big customers suffering from this plague right now and we've done a lot together on the engineering side to provide a very, very well-engineered, well thought out process to help avoid some of these things. And so that wave, too, of how do we do a ton of co-innovation together to really delight our customers and help them run their businesses, and I think the evolution of where we're going now, we have a lot of things that are very similar, strategically, in terms of, we all talk about data services and outcomes for our customers. So at the end of the day, when we think about GreenLake, like our virtual machine backup as a service or disaster recovery, it's all about what workloads are you running, what are the most important ones, where do you need help protecting that data? And essentially, how can we provide that outcome to you and you pay it as an outcome. And so we have a lot of things that we're working on together in that space. >> Let's take a little bit of a closer look at that. First of all, I'm from California, so I'm having a really hard time understanding what either of you were saying. Your accents are so thick. >> We could talk in Boston. >> Your accents are so thick. (Dave laughing) I could barely, but I know I heard you say something about Veaam at one point. Take a closer look at that. What does that look like from a ransomware perspective in terms of this concept of air gaping or immutable, immutable volumes and just as an aside, it seems like Veeam is a perfect partnership for you since customers obviously are going to be in hybrid mode for a long time and Veeam overlays that nicely. But what does it look like specifically? Immutable, air gap, some of the things we've been hearing a lot about. >> I'm exec sponsor for a number of big HPE customers and I'll give you an example. One of our customers, they have their own cloud service for time management and essentially they're exploited and they're not able to provide their service. It has huge ripple effect, if you think about, on inability to do their service and then how that affects their customers and their customers' employees and all that. It's a disaster, no pun intended. And the thing is, we learn from that and we can put together a really good architectures and best practices. So we're talking today about 3-2-1-1, so having three copies of your data, two different types of media, having an offline copy, an offsite copy and an offline copy. And now we're thinking about all the things you need to do to mitigate against all the different ways that people are going to exploit you. We've seen it all. You have keys that are erased, primary storage that is compromised and encrypted, people that come in and delete your backup catalog, they delete your backups, they delete your snapshots. So they get it down to essentially, "I'm either going to have one set of data, it's encrypted, I'm going to make you pay for it," and 40 percent of the time they pay and they get the data back, 60 percent of the time they pay and they get maybe some of the data back. But for the most part, you're not getting your data back. The best thing that we can do for our customers that come with a very prescriptive set of T-shirt configuration sizes, standardization, best practices on how they can take this entire ecosystem together and make it really easy for the customers to implement. But I wouldn't say, it's never bulletproof, but essentially, do as much as you can to avoid having to pay that ransomware. >> So 3-2-1-1, three copies, meaning local. >> Patrick: Yeah. >> So you can do fast recovery if you need to. Two different types of media, so tape fits in here? Not necessarily flashing and spinning disks. Could it be tape? >> A lot of times we have customers that have almost four different types. So they are running their production on flash. We have Alletras with HPE networking and servers running specific workloads, high performance. We have secondary storage on-prem for fast recovery and then we have some form of offsite and offline. Offsite could be object storage in the cloud and then offline would be an actual tape backup. The tape is out of the tape library in a vault so no one can actually access it through the network and so it's a physical copy that's offline. So you always have something to restore. >> Patrick, where's the momentum today, specifically, we're at VeeamON, but with regard to the Veeam partnership, is it security and ransomware, which is a new thing for this world. The last two years, it's really come to the top. Is it cloud migration? Is it data services and data management? Where's the momentum, all of the above, but maybe you could help us parse that. >> What we're seeing here at Hewlett Packard Enterprise, especially through GreenLake, is just an overall focus on data services. So what we're doing is we've got great platforms, we always had. HPE is known as an engineering company. We have fantastic products and solutions that customers love. What we're doing right now is taking, essentially, a lot of the beauty of those products and elevating them into an operational experience in the cloud, so you have a set of platforms that you want to run, you have machine critical platform, business critical, secondary storage, archival, data analytics and I want to be able to manage those from the cloud. So fleet management, HCI management, protocol management, block service, what have you, and then I want a set of abstracted data services that are on top of it and that's essentially things like disaster recovery, backup, data immutability, data vision, understanding what kind of data you have, and so we'll be able to provide those services that are essentially abstracted from the platforms themselves that run across multiple types of platforms. We can charge them on outcome based. They're based on consumption, so you think about something like DR, you have a small set of VMs that you want to protect with a very tight RPO, you can pay for those 100 VMs that are the most important that you have. So for us driving that operational experience and then the cloud data service experience into GreenLake gives customers a really, gives them a cloud experience. >> So have you heard the term super cloud? >> Patrick: Yeah. (chuckles) >> Have you? >> Patrick: Absolutely. >> It's term that we kind of coined, but I want to ask you about it specifically, in terms of how it fits into your strategy. So the idea is, and you kind of just described it, I think, whether your data is on-prem, it's in the cloud, multiple clouds, we'll talk about the edge later, but you're hiding the underlying complexities of the cloud's APIs and primitives, you're taking care of that for your customers, irrespective of physical location. It's the common experience across all those platforms. Is that a reasonable vision, maybe, even from a technical standpoint, is it part of HPE strategy and what does it take to actually do that, 'cause it sounds nice, but it's probably pretty intense? >> So the proof's in the pudding for us. We have a number of platforms that are providing, whether it's compute or networking or storage, running those workloads that they plum up into the cloud, they have an operational experience in the cloud and now they have data services that are running in the cloud for us in GreenLake. So it's a reality. We have a number of platforms that support that. We're going to have a set of big announcements coming up at HPE Discover. So we led with Alletra and we have a block service, we have VM backup as a service and DR On top of that. That's something that we're providing today. GreenLake has over, I think, it's actually over 60 services right now that we're providing in the GreenLake platform itself. Everything from security, single sign on, customer IDs, everything, so it's real. We have the proof point for it. >> So, GreenLake is essentially, I've said it, it's the HPE cloud. Is that a fair statement? >> A hundred percent. >> You're redefining cloud. And one of the hallmarks of cloud is ecosystem. Roughly, and I want to talk more about you got to grow that ecosystem to be successful in cloud, no question about it. And HPE's got the chops to do that. What percent of those services are HPE versus ecosystem partners and how do you see that evolving over time? >> We have a good number of services that are based on HPE, our tried and true intellectual property. >> You got good tech. >> Absolutely, so a number of that. And then we have partners in GreenLake today. We have a pretty big ecosystem and it's evolving, too. So we have customers and partners that are focused, our customers want our focus on data services. We have a number of opportunities and partnerships around data analytics. As you know, that's a really dynamic space. A lot of folks providing support on open source, analytics and that's a fast moving ecosystem, so we want to support that. We've seen a lot of interest in security. Being able to bring in security companies that are focused on data security. Data analytics to understand what's in your data from a customer perspective, how to secure that. So we have a pretty big ecosystem there. Just like our path at HPE, we've always had a really strong partnership with tons of software companies and we're going to continue to do that with GreenLake. >> You guys have been partner-friendly, I'll give you that. I'm going to ask Antonio this at Discover in a couple of weeks, but I want to ask you, when you think about, again, to go back to AWS as the prototypical cloud, you look at a Snowflake and a Redshift. The Redshift guys probably hate Snowflake, but the EC2 guys love them, sell a lot of compute. Now you as a business unit manager, do you ever see the day where you're side by side with one of your competitors? I'm guessing Antonio would say absolutely. Culturally, how does that play inside of HPE? I'm testing your partner-friendliness. How would you- >> Who will you- >> How do you think about that? >> At the end of the day, for us, the opportunity for us is to delight our customers. So we've always talked about customer choice and how to provide that best outcome. I think the big thing for us is that, from a cost perspective, we've seen a lot of customers coming back to HPE repatriation, from a repatriation perspective for a certain class of workloads. From my perspective, we're providing the best infrastructure and the best operational services at the best price at scale for these costumers. >> Really? It definitely, culturally, HPE has to, I think you would agree, it has to open up. You might not, you're going to go compete, based on the merit- >> Absolutely. >> of your product and technology. The repatriation thing is interesting. 'Cause I've always been a repatriation skeptic. Are you actually starting to see that in a meaningful way? Do you think you'll see it in the macro numbers? I mean, cloud doesn't seem to be slowing down, the public cloud growth, I mean, the 35, 40 percent a year. >> We're seeing it in our numbers. We're seeing it in the new logo and existing customer acquisition within GreenLake. So it's real for us. >> And they're telling you? Pure cost? >> Cost. >> So it's that's simple. >> Cost. >> So, they get the cloud bill, you do, too. I'd get the email from my CFO, "Why the cloud bill so high this month?" Part of that is it's consumption-based and it's not predictable. >> And also, too, one of the things that you said around unlocking a lot of the customer's ability from a resourcing perspective, so if we can take care of all the stuff underneath, the under cloud for the customer, the platform, so the stores, the serving, the networking, the automation, the provisioning, the health. As you guys know, we have hundreds of thousands of customers on the Aruba platform. We've got hundreds of thousands of customers calling home through InfoSight. So we can provide a very rich set of analytics, automated environment, automated health checking, and a very good experience that's going to help them move away from managing boxes to doing operational services with GreenLake. >> We talk about repatriation often. There was a time when I think a lot of us would've agreed that no one who was born in the cloud will ever do anything other than grow in the cloud. Are you seeing organizations that were born in the cloud realizing, "Hey, we know what our 80 percent steady state is and we've modeled this. Why rent it when we can own it? Or why rent it here when we can have it as operational cost there?" Are you seeing those? >> We're seeing some of that. We're certainly seeing folks that have a big part of their native or their digital business. It's a cost factor and so I think, one of the other areas, too, that we're seeing is there's a big transformation going on for our partners as well, too, on the sell-through side. So you're starting to see more niche SaaS offerings. You're starting to see more vertically focused offerings from our service provider partners or MSPs. So it's not just in either-or type of situation. You're starting to see now some really, really specific things going on in either verticals, customer segmentation, specific SaaS or data services and for us, it's a really good ecosystem, because we work with our SP partners, our MSP partners, they use our tech, they use our services, they provide services to our joint customers. For example, I know you guys have talked to iland here in the past. It's a great example for us for customers that are looking for DR as a service, backup as a service hosting, so it's a nice triangle for us to be able to please those customers. >> They're coming on to tomorrow. They're on 11/11. I think you're right on. The one, I think, obvious place where this repatriation could happen, it's the Sarah Wong and Martin Casano scenario where a SaaS companies cost a good sold become dominated by cloud costs. And they say, "Okay, well, maybe, I'm not going to build my own data centers. That's probably not going to happen, but I can go to Equinix and do a colo and I'm going to save a ton of dough, managing my own infrastructure with automation or outsourcing it." So Patrick, got to go. I could talk with you forever. Thank you so much for coming back in theCUBE. >> Always a pleasure. >> Go, Celts. How you feeling about the, we always talk sports here in VeeamON. How are you feeling about the Celts today? >> My original call today was Celtics in six, but we'll see what happens. >> Stephen, you like Celtics? Celtics six. >> Stephen: Celtics six. >> Even though tonight, they got a little- >> Stephen: Still believe, you got to believe. >> All right, I believe. >> It'd be better than the Miami's Mickey Mouse run there, in the bubble, a lot of astronauts attached to that. (Dave laughing) >> I love it. You got to believe here on theCUBE. All right, keep it right- >> I don't care. >> Keep it right there. You don't care, 'cause you're not from a sports town. Where are you in California? >> We have no sports. >> All right, keep it right there. This is theCUBE's coverage of VeeamON 2022. Dave Vellante for Dave Nicholson. We'll be right back. (digital music)
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Good to see you again, my long, thank you very much and looks like you got and certainly the customer Now, of course, you don't want On the timing side, we've That's true. and the ability to deliver and all of a sudden you provide that outcome to you what either of you were saying. Immutable, air gap, some of the things and 40 percent of the time they pay So 3-2-1-1, three So you can do fast and then we have some form Where's the momentum, all of the above, that are the most important that you have. So the idea is, and you kind that are running in the it, it's the HPE cloud. And HPE's got the chops to do that. We have a good number of services to do that with GreenLake. but the EC2 guys love them, and how to provide that best outcome. go compete, based on the merit- it in the macro numbers? We're seeing it in the "Why the cloud bill so high this month?" a lot of the customer's than grow in the cloud. one of the other areas, and I'm going to save a ton of dough, about the Celts today? we'll see what happens. Stephen, you like you got to believe. in the bubble, a lot of astronauts You got to Where are you in California? coverage of VeeamON 2022.
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Nancy Wang, AWS | Women in Tech: International Women's Day
(upbeat music) >> Hey, everyone. Welcome to theCUBE's coverage of the International Women's Showcase for 2022. I'm your host, Lisa Martin. I'm pleased to welcome Nancy Wong, the general manager of Data Protection and Governance at AWS to the program. Nancy, it's great to have you. >> Thanks so much for having me Lisa, and you know, I really hope that this is hopefully the last year that we'll be celebrating International Women's Day all virtually. >> I agree. I agree. Well, we're going in that right direction globally. So let's cross our fingers. Talk to me a little bit about your role at AWS and what you do there. >> Sure. So as a GM of AWS Data Protection and Governance, a lot of, we tackle quite a few problems that our biggest customers face, right? When they think about, "How do I manage my data?" Right. Especially in this digital world. And speaking of the pandemic, how much data has been generated by consumers, by devices, by systems, by servers? How do you protect all of that data? Right. Especially we hear about cyber crime, cyber attacks. Right. Data breaches. It's really important to make sure that all of our customers have a coherent strategy around not just management, right, but also protection and really how you govern your data. Right. And there's just so many awesome conversations that my team and I have had lately with CSOs or chief technology officers on this topic, as it evolves. >> Data protection is so critical. It's one of my favorite topics to talk about, cybersecurity as well. Talk to me about what it means though if we keep this at a bit of a different level to be an operator within the the big ecosystem that is AWS. >> Yeah. And that's actually one of the the favorite aspects of my role. Right. Which is, you know, I get to innovate every day on behalf of my customers. For example, I love having one-on-one dialogues. I love having architecture conversations where we brainstorm. Right. And so those type of conversations help inform how we deliver and develop products. And so in an operator role, right, for the the women in the audience today, is it really gives you that perspective into not just how, what type of products do you want to build that delight your customers but also from an engineering. Right. And a bottom line perspective of, well how do you make this happen? Right. How do you fund this? And how do you plan out your development milestones? >> What are, tell me a little bit about your background and then what makes women in technology such an important initiative for you to stand behind? >> Absolutely. So I'm so proud today to see that the number of women or the percentage of women enrolled at engineering curriculums just continue to rise. Right. And especially as someone who went through an engineering degree in her undergraduate studies, that was not always the case. Right. So oftentimes, you know, I would look around the classroom and be the only woman on the lab bench or only woman in a CS classroom. And so when you have roles in tech, specifically, that require an undergraduate degree in computer science or a degree in engineering, that helps to, or that only serves to really reduce the population of eligible candidates. Right. Who then, if you look at that pool of eligible candidates who then you can invest and accelerate through the career ladder to become leaders in tech, well that's where you may end up with a representation issue. Right. And that's why we have, for example, so few women leaders in tech that we can look up to as role models. And that's really the problem or the gap that I'm very passionate about solving. And also, Lisa, I'm really excited to tell you a little bit more about advancing women in tech, which is a 501c3 nonprofit organization that I started to tackle this exact problem. >> Talk to me about that, cause it's one of the things that you bring up is, you know, we always say when we're having conversations like this, we can't be what we can't see. We need to be able to see those female leaders. To your point, there aren't a ton in comparison to the male leaders. So talk to me about advancing women in technology, why you founded this, and what you guys are accomplishing. >> Absolutely. So it's been such a personal journey as well. Just starting this organization called Advancing Women In Tech because I started it in 2017. Right. So when I really was, you know, just starting out as a product manager, I was at another big tech company at the time. And what I really realized, right, is looking around you know, I had so many, for example, bosses, managers, peer leaders, who were really invested in growing me as a product manager and growing my tech and career. And this is right after I'd made the transition from the federal government into big tech. What that said though, looking around, there weren't that many women tech leaders that I could look up to, or get coffee, or just have a mentoring conversation. And quickly I realized, well, it's not so much that women can't do it. Right. It's the fact that we're not advancing enough women into leadership roles. And so really we have to look at why that is. Right. And we, you know, from a personal perspective, one contribution towards that angle is upskilling. Right. So if you think about what skills one needs as one climbs a career ladder, whether that's your first people management role, or your first manager manager's role, or obviously for bigger leaders when they start managing thousands, tens of thousands of individuals, well all of that requires different skills. And so learning those skills about how to manage people, how to motivate your teams effectively, super, super important. And of course on the other side, and one that I'm, you know, near to dear to me is that of mentorship and executive sponsorship because you can have all the skills in the world, right. And especially with digital learning and AWIT is very involved with Coursera and AWS in producing and making those resources readily available and accessible. Well, if you don't have those opportunities, if you don't have mentors and sponsors who are well to push you or give you a step ladder to those roles, well you're still not going to get there. Right. And so, that's why actually, if you look at the AWIT mission, it's really those two pillars working very closely together to help advance women into leadership roles. >> The idea of mentorship and sponsorship is so critical. And I think a lot of people don't understand the difference between a mentor and a sponsor. How do you define that difference and how do you bring them into the organization so that they can be mentors and sponsors? >> Yeah, absolutely. And there's, you know, these two terms are often used today so interchangeably that I do get a lot of questions around, well, what is the difference? Right. And how does, let's say a mentor become a sponsor? So, maybe just taking a few steps back, right. When you have let's say questions around compensation or, "Hey I have some job offers, which ones do I consider?" And you ask someone a question or advice, well that person's likely your mentor. Right? And typically a mentor is someone who you can ask those questions on a repeated basis. Who's very accessible to you. Well, a sponsor takes that a few steps forward in the sense that they are sponsoring you into a role or into a project or initiative that you on your own may not be able to achieve. And by doing so, I think what really differentiates a sponsor from a mentor is that the sponsor will actually put their own reputation on the line. Right. They're using their own political capital in order to make sure that you get into that role, you get into that room. Right. And that's why it's so key, for example, especially if you have that relationship already with a person who's your mentor, you're able to ask questions or advice from, to convert them into a sponsor so that you can accelerate your career. >> Great definition, description, and great recommendations for converting mentors to sponsors. You know, I only learned the difference about a mentor and a sponsor a few years ago at another women in tech event that I was hosting. And I thought, "It's brilliant. It makes perfect sense." We need more people to understand the difference, the synergies, and how to promote mentors to sponsors. Talk to me now about advancing women in tech plus the power of AWS. How are they helping this nonprofit to really accelerate? >> Sure. So from an organization perspective, right, there's many women, for example, across the the tech companies who are part of Advancing Women In Tech, obviously Amazon of course as an employee has a very large community within who's part of AWIT. But we also have members across the tech industry from startups to VC firms to of course, Google, Microsoft, and Netflix. You name it. With that said, you know, what AWS has done with AWIT is actually very special in the sense that if you go to the Coursera platform, coursera.org/awit you can see our two Coursera specializations. Four courses each that go through the real world product management fundamentals. Or the business side, the technical skills, and even interviewing for mid-career product management roles. And the second specialization, which I'm super excited to share today, is actually geared towards getting folks ramped up and prepared to successfully pass the Cloud Practitioner's Exam, which is one of the industry recognized standards about understanding the AWS Cloud and being functional in the AWS Cloud. This summer, of course, and I'm sharing kind of a sneak peek announcement that I'll be making tomorrow with the University of Pennsylvania, is that we're kicking off a program for the masters of CIS program, or the Computer Information Systems Master students, to actually go through this Coursera specialization, which is produced by AWIT, sponsored by AWS, and AWS Training and Certifications has so generously donated exam vouchers for these students so that they can then go on and be certified in the AWS Cloud. So that's one just really cool collaboration that we are doing between AWS and AWIT to get more qualified folks in the door in tech jobs, and hopefully at jobs in AWS. >> That's a great collaboration. What are some of the goals in terms of metrics, the number of women that you want to get into the program and complete the program? What are some of those on your radar? >> Absolutely. So one of the reasons, of course, that the Master's of CIS Program, the University of Pennsylvania caught my eye, not withstanding, I graduated from there, but also that just the statistics of women enrolled. Right. So what's really notable about this program is it's entirely online, which as a university creating a Master's degree fully online, well, it takes a ton of resources from the university, from the faculty. And what's really special about these students is that they're already full-time adult professionals, which means that they're working a full-time job, they might be taking care of family obligations, and they're still finding time to advance themselves, to acquire a Master's degree in CS. And best of all, 42% of these students are women. Right. And so that's a number that is multiples of what we're finding in engineering curriculums today. And so my theory is, well if you go to a student population that is over 40%, 42 to be exact percent women, and enable these women to be certified in AWS Cloud, to have direct interview prep and mentorship from AWS software development leaders, well, that greatly increases their chances of getting a full-time role, right, at AWS. Right. At which then we can help them advance their careers to further and further roles in software development. >> So is this curriculum also open to women who aren't currently in tech to be able to open the door for them to get into tech and STEM fields? >> Absolutely. And so in my bad and remiss in mentioning, which is students of this Master's in CS Program are actually students not from tech already. So they're not in a tech field. And they did not have a degree in CS or even engineering as part of their undergraduate studies. So it's truly folks who are outside of tech, that are 42% women, that we're getting into the tech industry with this collaboration between AWS, AWIT, and the University of Pennsylvania. >> That's outstanding to get them in from completely different fields into tech. >> Absolutely. >> How do you help women have the confidence to say, "I want to try this." Cause if we think about every company today is a tech company. It's a data company. It has to be to be competitive. You know, the pandemic taught us that everything we're able to do online and digitally, for example, but how do you help women get the confidence to say, "Okay, I'm going to go from a completely different field into tech." >> Absolutely. So if we, you know, define tech of course as big tech or, you know, now the main companies, right, I myself made that transition, which is why it is a topic near and dear to me because I can personally speak to my journey because I didn't start my career out in tech. Right. Yes. I studied engineering. But with that said, my first full-time job out of college was with the federal government because I wanted to go and build healthdata.gov, right, which gave folks a lot of access to the healthcare data, roles, right, that existed within the U.S. government and the CMS, NIH, you know, CDC, so on and so forth. But that was quite a big change from then taking a product management job at Google. Right. And so how did I make that change? Well, a lot of it came from, you know, the mentors that I had. Right. What I call my personal board of directors who gave me that confidence. And sure, I mean even today, I still have imposter syndrome where, you know, I think, "Am I good enough." Right. "Should I be leading this organization," right, "of data protection and governance." But I think what it boils down to is, you know, inner confidence. Right. And goes back to those two pillars of having the right skills and also the right mentors and sponsors who are willing to help sponsor you into those opportunities and help sponsor you to success. >> Absolutely. Great advice and recommendations. Thanks for sharing your background, Nancy, it's outstanding to see where you started to where you are now and also to what you're enabling for so many other females to get into tech with the AWIT program combined with AWS and UPenn. Exciting stuff. Can't wait to talk to you next year to see where you guys go from here. >> Absolutely Lisa. And what I'm really looking forward to sharing with you next year is the personal testimonials of other women who have gone through the AWIT, the AWS, the UPenn Program and have gotten their tech jobs and also promotions. >> That sounds like a great thing to look forward to. I'm looking forward to that. Nancy, thanks so much for your time and the insight that you shared. >> Thanks so much for having me, Lisa. >> My pleasure. For Nancy Wong, I'm Lisa Martin. You're watching theCUBE's coverage of the International Women's Showcase 2022. (upbeat music)
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of the International me Lisa, and you know, Talk to me a little bit about your role And speaking of the pandemic, Talk to me about what it means though And how do you plan out really excited to tell you that you bring up is, you know, and one that I'm, you and how do you bring them so that you can accelerate your career. the synergies, and how to in the sense that if you go the number of women that you that the Master's of CIS Program, between AWS, AWIT, and the That's outstanding to get them in have the confidence to say, and the CMS, NIH, you know, it's outstanding to see where you started with you next year and the insight that you shared. of the International
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Breaking Analysis: What Could Disrupt Amazon?
from the cube studios in palo alto in boston bringing you data driven insights from the cube and etr this is breaking analysis with dave vellante five publicly traded u.s based companies have market valuations over or just near a trillion dollars as of october 29th apple and microsoft topped the list each with 2.5 trillion followed by alphabet at 2 trillion amazon at 1.7 and facebook now meta at just under a trillion off from a tie of 1.1 trillion prior to its recent troubles these companies have reached extraordinary levels of success and power what if anything could disrupt their market dominance in his book seeing digital author david micheller made three key points that i want to call out first in the technology industry disruptions of the norm the waves of mainframes minis pcs mobile and the internet all saw new companies emerge and power structures that dwarfed previous eras of innovation is that dynamic changing second every industry has a disruption scenario not just the technology industry and third silicon valley broadly defined to include seattle or at least amazon has a dual disruption agenda the first being horizontally disrupting the technology industry and the second as digital disruptors in virtually any industry how relevant is that to the future power structure of the digital industry generally in amazon specifically hello and welcome to this week's wikibon cube insights powered by etr in this breaking analysis we welcome in author speaker researcher and thought leader david michela to assess what could possibly disrupt today's trillionaire companies and we're going to start with amazon dave good to see you welcome thanks dave good to see you yeah so dave approached us about a month or so ago he was working on these disruption scenarios and we agreed to make this a community research project where we're going to tap the knowledge of the cube crowd and its adjacent communities and to that end we're initiating a community survey that asks folks to rate the likelihood of seven plus one disruption scenarios so we have a slide here that sort of shows what that survey structure is going to look like and so as i say there's seven plus another one which is kind of an open open-ended and we're going to start with amazon as the disruptee so dave you've been writing about the technology industry for decades and digital disruption and china and automation and hundreds of other topics what prompted you to start this project yeah it's a great question you know as you said that the whole history of our business has been you know every decade or so you have a new set of leaders ibm digital microsoft the internet companies etc but when i started looking at it you know that seems in some ways to have actually stopped that you know microsoft is now 40 years old amazon is what 1995 is getting towards 30. you know google's been a dominant company for 20 years and you know apple of course and facebook more recently so so whatever reason this sort of longevity of these firms has been longer than we've seen in the past so i sort of say well is there anything that's going to change that so part of it and we'll get into it is what could happen to disrupt those big five but then the sort of second question was well maybe the uh disruptive energies of the of the tech business have moved elsewhere they've moved to crypto currencies or they've moved to tesla and so you start to sort of broaden your sense of disruption and when you talked about that dual disruption agenda that whole ability of tech to disrupt other sectors banking health care insurance automobiles whatever is sort of a second wave of disruption so uh we started coming out all right what sort of scenarios are we really looking at over say for the 2020s what might shake up the big five as we know them and how might disruption spread to sort of more industry specific parts of the world and that was really the the genesis of the project and really just my own thinking of all right what scenarios can i come up with and then reaching out to companies like yourselves to figure out okay how can we get more input on that how can we crowdsource it how can we get a sense of of what the community thinks of all this it's great love it and as you know we're very open to do that so we're going to crowdsource this we're going to open it up to virtually anyone and use multiple channels so let's go through some of the scenarios all of them actually and explain the reasoning behind their inclusion the first one the govern government mandated separation divestment and or limits on amazon's cloud computing retail media credit card and or in-house product groups it probably no coincidence that this was the first one you chose today but why start here well i think the government interest in doing something to get back at big tech is is pretty clear and probably one of the few things that has bipartisan support in washington these days and also government interventions have always been an enormous part of the tech industry's history the the antitrust efforts against ibm and att in particular and more recently microsoft a smaller one but it's it's always been there there's a vibe to do it now and when you look at all the big ones but particularly amazon you can see that potential divestments and breakups are sitting there right in front of you the separation of retail and aws uh perhaps breaking out credit card or music or media businesses these sorts of things are all on the surface at least relatively clean things to do and i think when you look at the formation of an alphabet or a meta those companies themselves are starting to see their own businesses as consisting of multiple firms yeah so i just want to kind of drill into the cloud piece just to emphasize the importance of aws in the context of amazon amazon announced earnings thursday night after the close aws is now a 64 billion revenue run rate company and they're growing at 39 percent year over year that's actually an accelerated growth rate from q3 2020 when the company was grew at 29 it's astounding think about a company this size moreover aws accounted for more than actually but 100 of amazon's operating profit last quarter so the aws cloud is obviously crucial as a funding vehicle and ecosystem accelerant for amazon and i just wanted to share some data points dave before we move on to these other scenarios yeah and just on that uh i think that is the fundamental point it's very easy to see aws on its own as a powerhouse but i think you know if you figure how much freedom aws money has given the retail business or the credit card business or the music businesses to launch themselves and to essentially make no money for very long periods of time uh you see that you know if you're a walmart trying to compete with amazon as a retailer well that money from aws is is an awful big problem and and so when they look at separation that's the sort of stuff people talk about right so i just want to i want to put that into context just in in terms of the the cloud business so this chart is one from our etr surveys that isolates the four hyperscale cloud providers and adds in oracle and ibm we both own public clouds but don't you know don't have nearly the the scale we don't have apple or facebook they have clouds as well and we can talk about that in a moment but the chart shows net score or spending momentum on the vertical axis and market share or pervasiveness in the survey on the horizontal axis it's it's really mentioned share not dollar market share but it's an indicator and the red line is an indicator of elevated spending momentum and you can see azure and aws they're up and to the right i mean amazon is 64 billion you know uh azure will claim larger because they're including their application business but just their their their i asked business obviously smaller than amazon's but you can see in the survey the respondents define cloud they include that sas business so they they both impressively have this high spending momentum on the vertical axis well above that 40 line despite their size google obviously well behind those to the left and then alibaba which has a small sample in the etr survey it's you know it's not as prominent in china but even though it's ias cloud businesses larger than google's by probably a couple billion dollars now the point is these four hyperscalers and there really are only four in my view anyway they have a presence that allows them to build new businesses and disrupt ecosystems and enact that dual disruption agenda should they choose to do so at least in the case of amazon oracle and ibm are not in a position to do that it's not part of their agenda they don't they don't have that scale but dave can you talk about your dual disruption scenario very clearly amazon fits in there and i would think alibaba as well but what about microsoft facebook apple google yeah i mean you know people often say what's the biggest difference between microsoft and amazon from from a cloud point of view and the answer is pretty clear that microsoft goes out of its way to assure its customers that it really doesn't have any interest in competing directly about them so you don't see microsoft going into the retail business or the banking business or the healthcare business all that seriously in contrast that's really what amazon is all about is taking its capabilities to essentially any industry it likes and therefore as one is as great as the service aws provides it's often being provided to people who amazon is actually competing with at least some degree or another and you know that's a huge part of microsoft's sales pitch and it's certainly a potential vulnerability down the road uh it's very hard in the end to be an essential supplier and a direct competitor at the same time but so far they've managed to do that yeah so we put together just another sort of aside here this little thought experiment to see what aws would look like as a separate entity and so it's a chart that looks at a number of tech companies and lays out their revenue run rate the growth rates gross margin probably should have done operating margin might have been more relevant but market cap and revenue multiple again given the size of aws at 64 billion run rate and accelerating growth trajectory it's just it's remarkable and so we we figured this out based on industry norms and today's valuations it's not inconceivable that aws could be you know in the trillionaire club or close to it so based on that discussion we had earlier amazon amazon's dual disruption agenda being funded by empowered by aws as we just discussed dave yeah and just keep in mind nothing that you or i are saying are predictions or saying that anything is going to happen they are possible scenarios of what might happen that seem to make some plausible sense so that when amazon is making the sort of profits that it's making aws naturally that's going to attract other companies because there's margin to to be had there and similarly you know look at uh you look at microsoft for all those years the profits it made in windows or in office software allowed it to do all kinds of other things and essentially that's what amazon is doing today but if a google or a microsoft could cut into those profits through some sort of aggressive pricing and perhaps we'll talk about that you know that would have a lot of impact on amazon as a whole all right so let's quickly go through the other description scenarios and maybe make some comments the next one sort of major companies increasingly choose to do their own cloud computing and or sell their products directly for competitive cost security or other reasons so dave i saw this and look at a company like walmart and others no way they're going to run their business on aws walmart as we know is building out its own cloud and maybe it doesn't have the size of a hyperscaler but it's very large it's got the technical chops it can most likely do it a lot cheaper than renting cloud space what was your thinking in this scenario yeah the broader thing here is essentially one of that computing paradigms have been proven to go in cycles you know a long time ago people shared computers and called timeshare and then people ran their own and now they're sharing again through the cloud and who knows it's possible that the cycle could shift again through some innovation and you know a lot of companies today look at the bills they're getting for cloud or for various sas services and some of them are pretty high and a lot of them will look at and say hey maybe we actually can do some of this stuff cheaper so the scenario is that essentially the the cycle shifts once again uh and it makes more sense to do stuff in-house again that's not a prediction but uh certainly something that's happened before and couldn't plausibly happen again yeah there's a lot of discussion about that in the industry of martine casado and sarah wong wrote that piece about the you know the trillion dollar basically sucking sound basically saying the the scenario was the the the premise rather was the that that sas companies their cost of goods sold are increasingly going to be you know chewed up by cloud costs and then of course mark andreessen says every company is going to be a sas company so as the sassification of business occurs that's something to consider okay next scenario is environmental policies raise costs change packaging delivery recycling rules and or consumer preferences can you comment dave on your thinking on this scenario yeah first i'll just back up a bit we're used to thinking of technology is the great disrupter and clearly that's still important but there are now other forces out there china which will talk about uh the environment uh various cultural forces and and here with the environment you see all kinds of things that could change that you know if you look at amazon and its model of very high levels of packaging lots of delivery vehicles and all the things it is doing are those necessarily the best environmentally and will there potentially be various taxes carbon metrics or things that might work against that model and tend to favor more traditional stores where people go to pick them up that seems to be a plausible scenario and i think everybody here knows that desire to do something in the in the climate environmental spaces is pretty strong and you know if you look at you know just throws aside the recycling industry itself has arguably been quite a failure in that much of what is so-called recycled is basically put in tankers and shipped to the third world which no longer wants it uh and so the backlog of packaging and concerns about packaging and uh what to do with all that you know those those issues are rising and and will be real and i i don't know whether amazon has a good answer to that they're you know they obviously are very aware of it they're working very hard to do everything they can in that space but their fundamental model of essentially packaging every good in its own little box or envelope or whatever is arguably not the greenest way of doing business got it thank you so okay so the next one is price in slash trade wars with the u.s and or china cloud and e-commerce giant so protectionism favors national players so we talking here about for example google bombing prices or alibaba or trade policy making it difficult for amazon to do business in certain parts of the world can you add some color on this one yeah all those things and i would just start with with china itself you know you could argue that covet has been the biggest disruptor of the last couple years but if you look out the next five or eight you had to look at all these things you'd probably say china the size of the chinese market the power of its vendors players like alibaba clearly can rival amazon in many different ways uh you know it's no secret that it'd be hard for amazon to they're not going to be a big success in china uh but you can see it in harder ways that you imagine across asia or other markets where alibaba is strong and you're in today's sort of environment where there's scarce goods and maybe certain products well maybe they go chinese may probably go to alibaba first and you want to buy that product well amazon doesn't have it but alibaba has it you know those sort of scenarios if you get into a sharp trade war with china or even if the current tensions continue it's quite easy to see how that could uh play some havoc with amazon's supply chains in many ways the whole amazon retail model is based on a steady flow of goods manufactured in china and that clearly is not as stable as it was right got it the next one actually caught my attention and this is a big part of the reason why we want to survey the community to see how plausible folks think this is in its its technology related scenario so that would potentially disrupt aws and by fault by default hit amazon so that's major computing innovations such as quantum edge machine machine would obsolete today's cloud architectures okay so so here what you're thinking just as aws changed the game in i.t some future innovations or new business models that we haven't conceived yet could disrupt the prevailing cloud computing model right yeah absolutely i mean you know again we'll go back to where we started that new technologies have always been the main disruptors and here we're looking at some potentially very powerful uh new technologies you know your guess is good in mind about what's gonna happen with quantum is clearly a very different way of computing quite possibly led by other vendors possibly even led by china which would be a huge issue you look at the cloud well cloud's not very good at sort of edge stuff or machine to a machine stuff or sort of near field things out cars in the highway talking to each other uh you know again amazon's totally aware of these things and they are working on it but they have a huge investment in other ways of doing things and historically that inertia that need to protect existing bases of activity and practices has made it difficult for a lot of companies to adjust to new things and so that could happen again uh and there's certainly a puzzle but yeah in all these cases so far amazon has been aware of it is trying to do it but you can still see the scenario playing out and in a truly disruptive technology it's not always possible for the incumbent to effectively cope with it okay the next scenario speaks to i think some of the work that you've done in automation and related areas software replaces centralized warehouses as delivery services are directly connected to suppliers and factories so dave this is like cut out the middle man right software and automation changes the nature of the route absolutely i mean you know in a world of ubiquitous delivery services and product standardization metrics and products being built and shipped from all over the world the concept of running them all through a centralized warehouse is at least at a minimum uh seems like something that might be uh obsoleted and replaced and you know imagine if google built a significant taxonomy of of core products that could be traced directly to where they are either manufactured supplied or brought into the country from whatever company that tries to sell them and the delivery service connected directly to that uh and so that model has always been out there i think at various times people have looked at it it hasn't happened so far and i think amazon itself is is is looking at this particularly as it gets more into food that the idea of shipping all fresh food any sort of centralized warehouse is a pretty bad idea uh and so you know that model of software essentially replacing giant automated warehouses uh is out there and and seems to me uh likely and i just say that you know alibaba for the record doesn't really use that warehouse model it uses a network of suppliers and does it that way and and there do seem to be uh some efficiencies that would likely come with that the next one is was really interesting from a historian's perspective and it's the penultimate uh scenario and that's the proverbial self-inflicted wound and you and i certainly remember ibm's you know fateful decision to outsource the microprocessor and operating system to intel and and and and and microsoft sorry ibm's decision to do that lotus you might recall it refused to allow 123 to run on windows back in the day novell buying word perfect jim barksdale a lot of young people the audience won't of course remember this but jim barksdale poo-pooing microsoft's decision to bundle internet explorer into the operating system all those were kind of self-inflicted or blind spots so this one is complacency arrogance blindness abuse of power loss of trust so much more than the examples i gave consumer and or employee backlash you're seeing some of that at facebook now and i guess this is taking their eye off the customer ball losing the day zero in amazon's case forgetting that customer obsession formula they're working backwards culture and i think this is a big reason why andy jassy was put in charge so this wouldn't happen but we've seen time and time again as the examples i just gave blind spots have absolutely killed companies haven't they dave absolutely he listed many of the most famous but perhaps my favorite of all was kennels and the founder of digital equipment corporation one of the great tech visionaries of his time who stated over and over again why would anybody want a home computer or eunuch's snake oil was his other beautiful all of those things and and so there's the blindness uh there's the area ibm who just came to the view that they and att both came to the view that they were invincible and nothing could ever crack their control of their customer base so we've seen all that i think uh more recently i think some of these things can actually go from the bottom up and you know what's happening to facebook today well they're being hurt by former employees speaking out uh you know this never really happened too much to in the ibm and t days but people calling into question amazon's work labor practices and such things is certainly a possible scenario and the whole sort of you know in the end you know people talk about a cultural backlash against technology i'm not sure i believe it'll happen but it certainly is possible that people will start to rebel against these firms you see it more likely with facebook is fairly well along there uh amazon's still popular but you know in the end and as you i think you said the the core thing that companies routinely fail on is they lose their customer focus and they get caught up in other things their financial numbers their their power inside their position of their company but they they lose track of staying close to the customer has need and terrific job of staying close to the customers over the years uh so if anyone you know was maybe less vulnerable that they they would be well along that that line but it can happen to anyone and new management is often you know one of the real tests and there's many examples of that through history when a new executive comes in will they have that same focus that same thing particularly you know as the first generation's employees get wealthy and retired in a new set of people come in you know you look at microsoft the new people who came in well they're not going to be multi-millionaires they may have missed the great runs they're there to work and and the culture of companies changes when you get to that state the m is not that there yet but you can envision that comings soon enough so you know cultural issues have always been a factor and it's hard to imagine there won't be some sort of factor going forward well and you know you talk about that the the succession of founders and ceos i mean that's what to me makes microsoft so astounding because during the bomber years it was unclear that they were ever going to become relevant again and so nadella has done a masterful job but of course they had the margins from the pc software business that allowed them to buy that time but look at intel and the troubles it's going through uh and so many other examples of companies that just sort of said all right well we're going to pack it in and either sell the company or which is again what i think makes think companies like oracle and dell which you know founder-led ceos not ceo in the case of oracle but still running the business uh so quite uh significant yeah yeah and you know we've talked a lot about things that might hurt answers but you gotta recognize how in many ways how amazing they are and most tech companies a lot of them anyways have essentially been one trick ponies i mean google still makes overwhelming amount of its money selling ads and the things it's tried to do in cars and healthcare and various things you know they've often struggled you know apple still makes the core of its money around it's it's cell phone platform amazon's one of the few that continually generates entirely new huge businesses and and you have to give them an enormous amount of credit for that you know microsoft uh was a they failed repeatedly over and over again with internet stuff and phone stuff and all these things and it really wasn't until you know satya came in and really focused on their customers and their need for enterprise services that he that he really got the company on the right track so you know amazon has always been good listeners customers and if they continue to do so it bodes well but history says other stuff comes along okay and the last scenario is open-ended dave included uh you know what did we miss is there another scenario that we haven't put forth that you could feel it could be disruptive to amazon right i mean you've got to have the at least what'd we miss yeah i mean you know these are things that me and you and i just sort of made up the top of our head these are things we see that that might happen but you know in your huge audience of people in this community every day i'm sure there are other people out there who have thoughts of what might shake things up or even doing things that might shake things up already uh and you know one of the things you do for you guys is get this sort of material out there and and see what ideas surface so hopefully people will uh participate in this and we'll see what comes out of it all right so what happens from here is we're going to publish the the link to the survey in this video description and in our posts we ask you to take the survey please tell your friends we're going to publish the results as always we do in an open and free david michelle thanks so much for putting your brain power on this and collaborating with us i'm really excited to see the results and and and run through the other giants with you as well once we see what this survey says yeah thanks david great and yeah if we can make this one work be fun to do it for for google and microsoft and facebook and apple and see where it all goes thanks a lot all right okay that's it for today remember these episodes are all available as podcasts wherever you listen just search breaking analysis podcast i publish each week on wikibon.com and siliconangle.com etr.plus is where all the cool survey data lives they just dropped their october survey with some great findings so do check that out you can reach me on twitter at d velante he's at d michelle or comment on my linkedin post or email me at david.vellante at siliconangle.com this is dave vellante for dave michelle thanks for watching thecube insights powered by etr be well and we'll see you next time
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Satish Lakshmanan & Nancy Wang | AWS Storage Day 2021
(upbeat music) >> Hi everybody, we're here in downtown Seattle covering AWS storage day. My name is Dave Vellante with the Cube, and we're really excited. We're going to talk about rethinking data protection in the 2020s. I'm here with Nancy Wong, who is the general manager of AWS backup, and Satish Lakshmanan, the director of storage business development at AWS. Folks, welcome. Good to see you again. So let's talk about the evolution of data protection. You've got three major disruptors going on. There's obviously the data explosion. We talk about that all the time, but there's cloud has changed the way people are thinking about data protection and now you've got cyber. What's AWS's point of view on all this. >> Great question, Dave. You know, in my role as the global head of storage business development and solution architecture for storage, I have the privilege of working with customers all around the globe, in every geography and every segment. And we recently talked to thousands of customers and we did a survey for about 5,000 customers. And many of them told us that they expect to see a ransomware attack once every 11 seconds. So it's top of mind for almost every customer so much so that if you remember earlier this year, the white house issued an executive order, you know, making the nation aware of across public and private sector about cybersecurity and the need for, for, for us to be prepared. Customers as a result, largely think of not only ransomware protection, but also recovery. And they have largely allocated budgets across every geography to make sure that they're well protected. And in the, in the event of an attack, they can recover from it. That's where Nancy's, you know, data protection services and backup services come into play. And maybe she'll add a few comments about how she approaches it from a technology perspective. >> Yeah, sure. Thanks, Satish yeah, as a general manager of AWS backup and our data protection services, it's really my team and my charter to help our customers centralize, automate, and also protect themselves from attacks like ransomware. Right? And so for example, you know, across our many services today we offer AWS backup as a secondary data collection and management across our many AWS regions and also across the aid of many AWS accounts that a single customer must manage, right. And if you recall having multiple copies of your data exist in backups is a core part of any customers ransomware protection strategy. And lastly, I just want to say something that we just launched recently called AWS backup audit manager also helps you operationalize and monitor your backups against any ransomware attack. >> So, the adversary, obviously, as we know, was well-equipped and they're quite sophisticated. And anybody who has inside access can become a ransomware attacker because of things like ransomware as a service. So, what are you specifically doing to address ransomware? >> Yeah. So, in talking to several thousand of our customers, what we have learned is customers are typically vulnerable in one or more of three scenarios, right? The first scenario is when they're not technically ready. What that means is either their software patches are not up to date, or they have too many manual processes that really prevent them from being prepared for defending against an attack. The second is typically around a lack of awareness. These are situations where IT administrators leveraging cloud-based services are recognizing that, or not recognizing per se, that they're easy to instances, Lambda instances have public access and same applies to S3 buckets. And the third is lack of governance and governance based practices. The way we are educating our customers training in enabling them and empowering them, because it's a shared security model, is really through our well-architected framework. That's the way we shared best practices that we have learned across all our customers, across our industries. And we enable it and empower them to not only identify areas of vulnerability, but also be able to recover in the event of an attack. Nancy. >> Yeah, and to add to that right, our team, and now my team and I, for example, watch every ransomware incident and because it really informs the way that we plan our product roadmap and deliver features that help our customers protect, detect, and also recover from ransomware. So there's an ebook out there, suggest you go check it out, of securing your cloud environment against ransomware attacks. And aside from the technical maintenance suggestions that Satish provided, as well as the security awareness suggestions, there's really two things that I usually tell customers who come to me with ransomware questions. Which is one, right, don't rely on the good will of your ransomware attacker to restore your data. Because I mean, just studies show over 90% of ransom payers actually don't successfully recover all of their data because, hey, what if they don't give you the full decryption utility? Or what if your backups are not restorable? Right? So, rather than relying on that good will, make sure that you have a plan in place where you can recover from backups in case you get ransomed. Right? And two, is make sure that in addition to just taking backups, which obviously, you know, as a GM of AWS backup, I would highly recommend you do, right. Is make sure that those backups are actually restorable, right? Do game day testing, make sure that it's configured properly because you'd be surprised at the, just the number and the sheer percentage of customers who when, let's say the attack happens, actually find that they don't have a good set of data to recover their businesses from. >> I believe it. Backup is, one thing as they say, recovery is everything. So you've got the AWS well-architected framework. How does that fit in, along with the AWS data protection services into this whole ransomware discussion? >> Yeah, absolutely. You know, the AWS wall architected framework actually has four design approaches that I usually share with customers that are very relevant to the ransomware conversation. And one is, you know, anticipate where that ransomware attack may come from. Right? And two, make sure that you write down your approaches whereby you can solve for that ransomware attack, right? Three, just like I advocate my teams and customers to do, right. Then look back on what you've written down as your approach and reflect back on what are the best practices or lessons learned that you can gain from that exercise. And make sure as part four, is you consistently plan game days where you can go through these various scenario tests or ransomware game day attacks. And lastly, just as a best practice is ransomware recovery and protection isn't just the role of IT Professionals like us, right. It's really important to also include HR, professional, legal professionals. Frankly, anyone in a business who might come and be compromised by ransomware attack, and make sure that they're involved in your response. And so Satish, I'd love to hear as well, how you communicate to customers and what best practices you offer them. >> Yeah, thanks Nancy. I think in addition to the fantastic points you made, Nancy, Dave, the well architected framework has been built on eight to 10 years worth of customer engagements across all segments and verticals. And essentially it's a set of shared best practices, tools, training, and methodology that we, you know, exchange with customers in order to help them be more prepared to fight ransomware attacks and be able to recover from them. Recently, there've been some enhancements made where we have put industry or use case specific lenses to the well architected framework. For example, for customers looking to build IOT applications, customers who are trying to use server less and Lambda functions, customers who may be within the financial services or healthcare life sciences, where to go, looking to understand best practices from other people who've implemented, you know, some of the technologies that Nancy talked about. In addition, as I talked about earlier, training and enablement is extremely critical to make sure that if companies don't have the skillset, we are basically giving them the skillset to be able to defend. So we do a lot of hands-on labs. Lastly, the well architected framework tool has been integrated into the console, and it gives customers who are essentially managing the workloads, the ability to look at access permissions, ability to look at what risks they have through malware and ransomware detection techniques. Machine learning capability is built into all the services that are native to AWS that allow them to then react to them. If companies don't have the skills, we have a vast network of partners who can help them basically implement the right technologies. And they can always reach out to our technical account manager for additional information as well. >> I love the best practice discussion. For customers, it's a journey. I mean, CSOs tell us their one problem is lack of talent and so they need help. So, last question is what can people expect from AWS? You're the experts. In particular, how you can help them recover from ransomware? >> Yeah, and that conversation is ever evolving, right? As hackers get more sophisticated then clearly we have to get more sophisticated as well. And so one of our mental models that we often share with customers is defense in depth, right? So if you consider all of the layers, including all of the constructs that exist natively on AWS, right? The first layer is through identity access management constructs. So building a trust radius around your workloads, around your applications, whereby you can deny permissions or access permissions to individuals who are not authorized to access your mission critical applications, right. Then beyond that first layer of defense, the second layer should be automated monitoring or observability. For example, if individuals were to penetrate within your security perimeter, and often times I, you know, that could be done through a delayed response where it gives your CSO or your security operations team, the ability to react to such a unauthorized access, for example. And so the third line of defense is if someone were to penetrate both first layer, as well as the second layer, is actually through backups. And this is where it goes back to what I was mentioning earlier is make sure that your backups are ready and able to be restored and have the RTO and SLA guarantees that help your business remain functional even after an attack. >> Excellent. Guys, we got to go. I love that, zero trust layer defenses, got to have the observability in the analytics and then the last resort RTO, and of course, RPO. Guys, thanks so much, really appreciate your insights. >> Good to see you. >> Thank you for watching. Keep it right there for more great content from AWS storage day. (upbeat music)
SUMMARY :
We talk about that all the time, that they expect to see and also across the aid So, the adversary, that they're easy to instances, make sure that you have a plan in place How does that fit in, and make sure that they're the ability to look at access permissions, I love the best practice discussion. the ability to react to in the analytics Thank you for watching.
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Jeremy Burton, Observe | CUBE Conversation, June 2021
[Music] hello welcome to this cube conversation i'm john furrier the palo alto studios for the cube i'm your host here with jeremy burton who's the ceo of observe inc just launched their product they launched their company before that they're doing great jeremy great to see you oh no thanks uh always great to be back on yeah there's there's certainly a lot going on the start of my day job which is running observing my night job which is uh obviously working with uh snowflake and it's not great to see both going on at the same time you've done very well with the snowflake relationship being a board member and all and being in that ecosystem and a lot of people are doing well in this shift you're part of it again you're on the inside but also now on the outside building a business and it's exciting because it's highly competitive it's a big category and it's really moving fast so give us a quick update on what's going on in the landscape and your recent launch you just had yeah i mean i i think most businesses be the you know new businesses cloud native businesses as we call it upon in the cloud businesses are old um that they're really uh trying to deliver like new services to reach customers and it's harder for an incumbent business because they've got to do a lot of reinvention or modernization or i guess the term de jure is digitization um and ultimately a lot of that means writing they've got to start writing software again you know it comes naturally maybe to the newer companies uh the sas companies uh but the biggest of the big have got you know really got to start riding software again and and as they push a new code into production every day they've got to make sure it works and so this new market for observability i think really uh helps people troubleshoot problems with this you know these new applications um and the goal obviously is to make sure that you know you avoid customer churn and any kind of a bad experience which um i think is what every sas company dreads um you know it's a big problem you know getting all these metrics in one place is really key i want to get into your launch 2.0 yeah we could bring in dave vellante my co-host was thecube always a favorite to bring on the analysis i know dave dug in heavily on the launch dave good to see you we'll get you hey guys how are you doing how are you doing jeremy good to see you yeah john i mean jeremy your your first launch was was really a company launch right and now now you're given the the product update so what do we need to know yeah so we i mean you're right when we first went out it was sort of like this is observing this is what observability um is we we sort of glossed over a lot of product details because i think like a lot of startups we you know we had a chunk of initial functionality but we knew there was a lot missing and so so previously you know in the last six months since we did that announcement we're now trying to you know fill out the product and a couple of the big features that we knew we needed um i mean one was metrics um and although we've always been able to ingest metrics uh most people maybe know you know time series type data we hadn't built all of the functionality you know in our language or in the user interface for the user to be able to manipulate them um so that was a big lift um which we got done and then and very closely related once you've got metrics the next thing people want to do is they want to start alerting on things hey tell me when this metric is is out of whack and one of our sort of big differentiators are one of the things that we always bring to bear on any kind of data we manage is to link data together so we're always trying to provide more context for the data that the user's looking at so metrics and alerts they sort of tie into our core value prop of being able to relate data jeremy if i don't mind you don't mind ask answering i'd like to get your take on this because one question i ask all these analytics companies is yeah data's great data lakes and it's all good about getting the data in this kind of environment but most people just want to shape the data and they want to just get insights out of it fast they don't want to they don't want to do a lot of prep they want to have it in position whether it's querying it or just having it available and sometimes it's not always there so they're constantly reshaping it and so the idea of just shaping it and making getting some insights which is basically quickly distill out of it turns into i got to reshape i got to go back to the well if you will or the lake in this case and pull out the data how are you guys solving that because this is like the um the simple construct make it easy yeah it's funny i mean even going right back to data warehouse in days of old the big frustration is is etl right it was so painful to transform the data into the right shape to get into the database i mean some of these projects i mean i think like 70 of those projects never even completed um the the big big difference now and certainly a lot of the data we deal with is it's unstructured inherently it's generated by machines we we just sort of dump it all into observe and then we let users pause it on the fly and so it can be one shape one day in a different shape the next and then we'll we'll backfill all of the data automatically into the new shape that the users define so these systems have really got to be set up to do um like ad hoc analysis you know when if you only did a couple of updates to your application uh a year the the environment wasn't that dynamic it didn't change very much and most of the problems you saw you you've seen before and now with code changing every day the application looks different every day so the issues that you see look different every day so it's really really important that these systems are incredibly dynamic and don't get locked into one particular shape from the get-go jeremy you you took a somewhat different approach i mean a lot of companies in this space will choose to do like a purpose-built database specifically for observability and metrics and so forth and that that's talking about a heavy lift that could take take many years you're choosing to put your emphasis do your heavy lift elsewhere yeah that obviously gives you a time to market advantage can you talk a little bit about that philosophy and what that gets you yeah it was probably one of the biggest decisions that we made when we founded observe was was do we build our own database like almost everyone who'd gone before um or do we go with a commercial offering and when we first started building against snowflake three years ago we we did we weren't actually sure it could do what we wanted to do and so it was one of the biggest areas of technical risk um but certainly at this point we've got ourselves very comfortable that it's going to be able to do what we need it to and it saves us building a database and uh i mean like this week at the snowflake summit i think snowflake just announced an additional 30 compression on data it's like okay so we did nothing and now you know all of those folks who are sending terabytes a day to us they get an extra 30 compression and and so that's the value of building on a commercial platform you know snowflake has got 300 engineers working away on on their database and they deliver benefits to us and we focus on the application so we know obviously frank we talk to him all the time and he's unequivocal about your cloud we're not doing a halfway house we're not doing on-prem but you're i'm sure familiar with the uh the a16z narrative from from an uh from from martin casado and sarah wong basically the premise for those of you don't know is you know for startups and as you're growing cloud is a no-brainer but at scale it becomes fifty percent of your cost of revenue it becomes uh an albatross to your operating leverage what do you think about that do you buy that uh do you ever see like a snowflake going going back on prem what's your thoughts on that i mean i feel like yeah i mean we used to put wells in our back gardens and generators in our basement and you know they're cheaper too right but the problem is i've got to dig a freaking well right and and then what am i not doing while i'm digging my well and and so i i don't know i i mean i get the general premise but i don't want half the company going and building not just like a database all of the infrastructure that's underneath why because it's not what our customers pay for like if we can add more value on top of that platform we can charge more so it's sort of like well if all those companies had actually started out building their own infrastructure and everything would they have would they have built the application experience that made them successful i mean you so the the i mean i i get the paper i think it's very very well written i'm just i'm just not sure it's a big distraction like we don't care about the underlying infrastructure we just want it to be there you know and you know and if we were doing that then we might observe might not be as good as it currently is you know well i think it's a question to me john is where's the customer value is the customer value in you know the valuation of the company or is it in what you can deliver and how fast you can hold on let me just put context to martin casado's little thing there it's the paradox um paper so there's a paradox there and his thesis is do you focus on cost of goods sold or do you drive more revenue and his whole part point was at some point you got to look at the cost right and and i then weaved into i hit him up on twitter immediately and i said oh so you must have a bunch of companies who aren't growing right so so because if you look at what's going on the mckinsey paper we covered this at our last startup event startup event is that the companies that are driving new revenue it's coming from a lot of re-platforming and refactoring but also net new use cases so a lot of clients are making more money by introducing new products so so that's a new revenue so you you are either going to be on one side of the paradox you're going to be inside of i'd rather refactor for new revenue yeah then save money by reducing costs so i still think we haven't cleared the runway on this growth so i think there's plenty of trillions left to create so i'm on the side of i'm on the side of you know if you're worried about pennies in the cloud to the well point that jeremy mentioned then you might either look at other things yeah it's about growth i mean i feel certainly younger companies and and observe and i mean also snowflake that we were just talking about i mean uh the snowpack announcement this week of going and running spark jobs well yeah they could do that or they could go build a data center i mean to reduce costs and to me um the right call is to do more with customers data um and and the the i don't know the somewhat um i mean the counterpoint to that would be well let's make it a more profitable business but you know to me that doesn't add up for the majority of new companies jeremy how should we look uh i'm gonna ask how should we think about this space because you have you got guys like splunk that have been doing log analytics for a while now you got you got the elk stack coming in with an open source and you know it's it's open source but it also brings complexity you've got big players now like cisco who's made you know the apple the acquisition of appd you've got kind of who's now a legacy a new relic we talked about purpose-built databases before so everybody's coming at this from all different sides how do you think about it look at it and where do you fit yeah i think you've got the big players i mean you've you've named quite a few of them then and and look most of my career i've i've been on that side right and and typically what you do as a big company is it's harder to innovate and so you use your balance sheet for innovation you go buy innovation and and then you try and integrate and um that that i mean it's very very doable and um but it just takes a long time and the risk is that as you integrate you're never really getting your architecture on a solid foot and you're sort of band-aiding things together and we're selling multiple things to the same customer versus really coming back to first principles and saying well how should this really have been built so i actually tend to worry a little bit less about the bigger companies um and then look there's a set of startups that have from like observed from first principles thought well if we were to build a system to to look at all the telemetry data that applications and infrastructure generate then then how would we do it um so you know we certainly uh banking on the fact that the more modern architecture um as time goes by because i still think we're you know we're in in baseball terms we're probably in the first inning still of observability um that that modern architecture will will come to bear over time we'll be able to do things that the other guys won't be able to do and and one of those is actually the simple task of relating data you know why because all of our data is in one place and it's in a relational database you know it's it's that simple i think one of the things that's worth calling out and it's pointing out is that you guys are also on the snowflake so you you're riding that wave to your point about i which i agree with by the way you're in you're focusing on innovation not kind of moving the deck chairs around on stuff but i want to get a question about this event you had because one of the things that you guys are becoming known for is to eliminate the headaches for sres and devops engineers who have been conditioned to accept you know the old ways of kind of handcrafting and the people who do it first tend to be the most bloody when they when they come out of it but as it becomes easier right and we discovered this at the red hat summit dave and jeremy is that this notion of an sre is becoming more prominent in engineering schools and computer science programs as kind of replacement for it i don't mean like i t is dead but like it's turning into ai ops git ups whatever people want to call it it's cloud native so the notion of an sre is on the teams of these modern development teams so you're seeing this end-to-end workflow visibility so so that means that if they're going to have that they're going to have these new team members sres and dev and sec together and they need the data so this is where you guys are and i think you guys hit this and correct me if i'm wrong if you don't mind explaining how does that the observability equation change when the teams change because teams are changing in the modern architecture yeah i mean it's it's it's probably a cliche but the the you know there's tooling and then this process change and as as as people move to things like continuous delivery um they get maniacally focused on uh delivery of of new features and new capabilities to the customer and then focused on the experience that the customers have in and i think the you know the role of the sre becomes critical because they try and understand not just what the customer is doing with the application but the problems that the customer is experiencing and that's going to work hand in glove you know with the engineering team who ultimately is going to implement the new features that the customers want and one of our sort of big missions here is to is to lessen the burden on the devops team which has been providing essentially infrastructure and tooling for for the sre and engineering teams to use right now they're overwhelmed to deliver just the basics and candidly the engineering and sre teams are not not happy with what's been delivered so we if we can lighten the burden on the devops team you should then get a richer experience for the sre and engineering teams for them to do ultimately what they want to do which is customer satisfaction and and engage their customers uh in in new ways and and there's just the quality of what is surface to those teams right now is just not very good because it's hard so jeremy you mentioned the first innings your uniforms are still white you you got the starting picture how's it how's it feeling how's the arm feel what's the early customer interactions like where are you getting traction yeah it's it's been interesting because um you know when you start with no customers i mean obviously we've been on the wall here at work our first customer 2500 bucks and i've never been so thrilled to get a sales order for twenty five hundred dollars um but no it it it's we we've targeted largely sas companies uh or tech tech centric companies and and one of the guys that we're going to be highlighting is uh topgolf which um i'm sure anyone who's been there and and you know enjoys going and hitting a golf ball around and playing angry birds but um look they're a tech centric company um customer experience for them is everything they're not in the in the it business per se but it enables them to deliver these amazing customer experiences and so you know when they've got issues when they need to troubleshoot problems they need to do it quickly and and so we tend to you know help those kind of companies um improve the experience they're providing um but yeah we've got about 20 paying customers so far um it's it's it's very different actually getting a customer paying you money versus a sort of friend a family member said yeah i'll give that a whirl um you know it certainly should happens the point on the feedback and and really that's what we need right now i mean i think every startup strives to get to what we call market fit which is can we sell this product repeatedly to thousands of customers um i don't think we're quite there yet but we certainly have got the volume of customers and the feedback coming back to engineering that that you know can get we know what to bill put it that way to get us to that point well smart what you do when you're starting with the sas companies the service providers you so you're not you know you're not jumping off the cliff into the enterprise for every custom deal you know get the product market fit and then understand the retention and then expand your tam from there yeah yeah you try and build a solid foundation and you know when you go to the enterprise you're going to need features like role-based access control and more of the manageability capabilities but you know if you were to build all of that out first then you wouldn't know whether you've got a compelling experience for an sre or an engineering team and so what you tend to do is is defer a lot of the management type capabilities try and build compelling features when you see the features are compelling then you sort of build out the supporting infrastructure that allows you to go to bigger companies so it's uh i mean it it the enterprise is what i've always dealt in sort of enterprise software is it's it's not easy um and and my old boss joe tucci had a great saying on this like you know if you're in a hurry take a bit more time and i think that that's sort of our mantra right now we're in a hurry everyone wants to go but like if we don't get the product right it'll it'll bite us later yeah the other expression in the enterprise is everyone makes it all complicated and everything it's all too complicated um which is the enterprise if it's not complicated they make it more complicated right so uh welcome to the edge too now there's every huge there's every edge case you can think of which is why you've got to be careful early on because we we can't afford we don't have time to deal with edge cases we've got to deal with you know what's up the power alley and then once we've got that going then you can start to deal with more of the edge cases yeah we're in the same boat on our end too jeremy i'd like to get uh to end the segment here by giving a quick update and recap of uh the event real quick and what you guys are doing as a company and and what you did at the launch and where your sweet spot is what are you looking for the what's the type of customers that you're looking for right now what is that power alley that you're focused on yeah three to four thousand sas companies in in north america is where we're after um and we tend to help folks on more efficient troubleshooting of applications we help them with tool consolidation um and we help them with security audit and compliance so there if you like the the key use cases that our initial customers have brought us into and um yeah we started off really focusing on on logging and log analytics and then you know yesterday we added to that you know the metrics the time series data analysis um and also the alerting and and we've also got really running in-house the the more apm-like visualizations around tracing so maybe a little bit of a hint at what's coming up later this year yeah i want to get your thoughts too there's been some commentary on twitter like you know we want to get things simpler a little bit more calmer i think there's a comment like it's not the mid we want more of the midwest vibe not so much that the coastal elite silicon valley shiny new toy yeah what's your take on that because it's culturally the shift people want to reduce the tools i mean they got the tool shed of you know every single tool that's been shipped every company comes out is selling a tool don't be the don't be a fool with a tool as the as the expression says no no if we're not careful observability we can define it to be this nichey thing and and you know in silicon valley out here it's probably the worst because there's almost this attitude of well i'm not sure you're smart enough to do observability you're doing it all wrong and our approach i think and i think the market in general wants like they've got issues and our approach needs to be well give show us what you're doing today give us the data that you're generating today we'll make that better and then we'll show you where the blind spots are and so you can have a much more iterative approach to getting to that desired end goal but we've got to stop defining observability as almost this this niche that silicon valley companies uh use i mean i i always joke that we want more of our customers watching netflix not listening to engineers from netflix explain observability yeah david call the flyover enterprise now it's a new category of enterprise yeah i i i i want to encourage people to go check out the the launch it's i presume it's up on your website jeremy so not the typical mumbo jumbo you guys have a lot of fun you started off you're like what and it's it's just it's pretty hilarious and then you know you get into the meat of it but so good job on that yeah thanks yeah we had a local san francisco comedian uh and that helped us out she was awesome i think and i think it's been a software engineer at uh surveymonkey back in the days right right always great stuff jeremy thanks for coming on thecube thanks for the update and uh we'll see you around see you in real life soon very soon great thanks guys always a pleasure to be on okay it's thecube conversation i'm john furrier dave vellante on analysis on this cube conversation segment soon we'll be in real life we'll be at mobile world congress for our first physical event in a long long time first event since 2019 for mobile world congress a lot has changed since that time and we'll be on there for the first hybrid event and then we have two more hybrid events coming up as well adf's reinforced as well as ada's reinvent cube virtual and cube physical all together stay with us thanks for watching [Music] you
SUMMARY :
i'm on the side of you know if you're
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R "Ray" Wang, Constellation Research & Churchill Club | The Churchills 2019
>> from Santa Clara in the heart of Silicon Valley. It's the Q covering the Churchills 2019 brought to you by Silicon Angle Media. >> Hey, welcome back, everybody. Jefe Rick here with the Cube. We're in Santa Clara, California At the Churchills. It's the ninth annual kind of awards banquet at the Church O Club. It's on, and the theme this year is all about leadership. And we're excited to have not one of the winners, but one of the newest board members of the church, Oh, club. And someone is going to be interviewing some of the winners at a very many time. Cuba LEM Ray Wong, You know, from Constellation Research of founder, chief analyst >> and also >> a new board member for the Churchill Club Brigade, is >> also being back here. I love this event. There's one my favorite ones. You get to see all the cool interviews, >> right? So you're interviewing Grandstand from Pallet on for the life changer award. >> Yeah, so this is really incredible. I mean, this company has pretty much converge right. We're talking, It's media, It's sports, It's fitness. It's like social at the same time. And it's completely changed. So many people they've got more writers than soul cycle. Can you believe that? >> Yeah. I like to ride my bike outside, so I'm just not part of this whole thing. But I guess I guess on those bikes you can write anywhere >> you can write anywhere, anywhere with anyone. But it's not that. It's the classes, right? You basically hop on. You see the classes. People are actually pumping you up there. Okay, Go, go, go. You can see all the other riders are in the space. It's kind >> of >> addictive. Let's let's shift gears. Talk about leadership more generally, because things were a little rough right here in the Valley right now. And people are taking some hits and black eyes. You talk to a lot of leaders. She go to a tonic, shows you got more shows. A. We go to talk to a lot of CEOs when you kind of take a step back about what makes a good leader, what doesn't make a good leader? What are some of the things that jump into your head? >> You know, we really think about a dynamic leadership model. It's something conceit on my Twitter handle. It's basically the fact that you got a balance. All these different traits. Leaders have to perform in different ways in different situation. Something like Oh, wow, that's a general. They've done a great job commanding leadership. Other times we had individuals, a wonderful, empathetic leader, right? There's a balance between those types of traits that have to happen, and they curve like seven different dimensions and each of these dimensions. It's like sometimes you're gonna have to be more empathetic. Sometimes you got to be more realistic. Sometimes you're going to be harder. And I think right now we have this challenge because there's a certain style that's being imposed on all the leaders that might not be correct >> theater thing. The hypothesis for you to think about is, you know, when a lot of these people start the Silicon Valley companies the classic. It's not like they went to P and G and work their way up through the ranks. You know, they started a company, it was cool. And suddenly boom. You know, they get hundreds of millions of dollars, the I po and now you've got platforms that are impacting geopolitical things all over the world. They didn't necessarily sign up for that. That's not necessarily what they wanted to do, and they might not be qualified. So, you know, Is it? Is it fair to expect the leader of a tech company that just built some cool app that suddenly grew into, ah, ubiquitous platform over the world that many, many types of people are using for good and bad to suddenly be responsible? That's really interesting situation for these people. >> Well, that's what we talked about the need for responsive and responsible leadership. Those are two different types of traits. Look, the founding individual might not be the right person to do that, but they can surround themselves with team members that can do that. That could make sure that they're being responsive or responsible, depending on what's required for each of those traits. You know, great examples like that Black Mirror episode where you see the guru of, like, some slasher meet a guy. Some guys like Colin is like, you know, he wants to make sure that you know someone's paying attention to him. Well, the thing is like a lot of times, at least folks are surrounded by people that don't have that empathetic You might not have had what a founder is looking at, or it could be the flip side. The founder might not be empathetic. They're just gung ho, right, ready to build out the next set of features and capabilities that they wanted to d'oh! And they need that empathy that's around there. So I think we're going to start to see that mix and blend. But it's hard, right? I mean, going through a start up as a CEO and founder is very, very different than coming in through the corporate ranks. There's a >> very good running a company, you know. It's funny again. You go to a lot of shows. We get a lot of shows, a lot of key, knows a lot of CEO keynotes, and it's just interesting. Some people just seem to have that It factor one that jumps off the top is Dobie. You know, some people just seemed >> like the have it >> where they can get people to follow, and it's it's really weird. We just said John W. Thompson, on talking about Sathya changing the culture at Microsoft, with hundreds and hundreds of thousands of employees distributed all over the world. What a creative and amazing job to be able to turn that ship. >> Oh, it is. I mean, I can turn on the charm and just, like, get your view Lee excited about something just like that, right? And it's also about making sure you bring in the input and make people feel that they're inclusive. But you gotta make decisions at some point, too. Sometimes you have to make the tough choices. You cut out products, you cut out certain types of policies, or sometimes you gotta be much more responsive to customers. Right? Might look like you're eating crow. But you know what? At the inn today, cos they're really built around customers or state Kohler's stay close air bigger today than just shareholders. >> Right. Last question. Churchill Club. How'd you get involved? What makes you excited to jump on board? >> You know, this is like an institution for the valley, right? This is you know, if you think about like the top interviews, right? If you think about the top conversations, the interesting moments in the Valley, they've all happened here. And it's really about making sure that you know, the people that I know the people that you know there's an opportunity to re create that for the next set of generations. I remember coming here when it's like I go back, I think give Hey, just I don't hear anybody in 96 right? And just thinking like, Hey, what were the cool activities? What were the interesting conversations and the church? The club was definitely one of those, and it's time to give back. >> Very good. All right, well, congrats on that on that new assignment. And good luck with the interview tonight. Hey, thanks a lot. All right. He's Ray. I'm Jeff. You wanted the Cube with that? Churchill's in Santa Clara, California. Thanks for watching. We'll see you next time.
SUMMARY :
covering the Churchills 2019 brought to you by Silicon Angle It's the ninth annual kind of awards banquet at the Church O Club. You get to see all the cool interviews, So you're interviewing Grandstand from Pallet on for the It's like social at the same time. But I guess I guess on those bikes you can write anywhere You can see all the other riders are in the space. She go to a tonic, shows you got more shows. It's basically the fact that you got a balance. The hypothesis for you to think about is, you know, when a lot of these people start You know, great examples like that Black Mirror episode where you see the guru of, like, You go to a lot of shows. changing the culture at Microsoft, with hundreds and hundreds of thousands of employees distributed And it's also about making sure you bring in the input and make people feel that they're inclusive. What makes you excited to jump on And it's really about making sure that you know, the people that I know the people that you know there's an opportunity to re create We'll see you next time.
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Jenna Pilgrim, Network Effects & Kesem Frank, MavenNet | Global Cloud & Blockchain Summit 2018
>> Live from Toronto, Canada, it's theCUBE, covering Global Cloud and Block Chain Summit 2018. Brought to you by theCUBE. >> Hello everyone, welcome back to theCUBE live coverage in Toronto for the Block Chain-Cloud Convergence Show. This is the Global Cloud Block Chain Summit part of the Futurist Event that's going on the next two days after this. Our next guest is Kesem Frank, AION co-founder and CEO of MavenNet. Doing a lot of work in the enterprise and also block chain space around the infrastructure, making it really interoperable. Of course, Jenna Pilgrim, co-founder and COO of a new opportunity called Network Effects. Welcome to the cube, thanks for joining us. >> Thanks, thanks for having us. >> Thanks, John. >> You guys were just on a panel, The Real World Applications of Block Chain. IBM was on it, which, been doing a lot of work there. This is real world, low hanging fruit, block chain, everyone's pretty excited about. A lot of people get it, and some don't. Some are learning. So you've got the believers, the I want to believe, and then the nonbelievers. Let's talk about the I want to believe and the believers in block chain. Some real world applications going on. As it's evolving, so there's evolution of the standards, technology, but people are putting it to use. What's going on in the sector around some of the real world cases you guys talked about? >> I think we're seeing a lot of collaboration as far as real world applications go, because I think people are sort of starting to understand that if a distributed network is going to work or is going to be secure, it needs diversity and it needs mass scale. If lots of different parties can work together, then they can actually form a community that's really working. As far as real world applications, there's some really interesting one as far as supply chain. Kathryn Harrison at IBM talked about their pilot about shipping, bringing together the global supply chain of distribution. There's a bunch of interesting ones about food providence and bringing together different parties just to make sure that people know what they're eating and that they are able to keep themselves safe, so I think those are two definitely interesting ones. >> Kesem, block chain, supply chain, value chains, these are kind of key words that mean something together. >> Right. >> Making things work in a new way, making things more efficient, seems to be a trend. You're kind of in that world. Is it efficient? (laughing) How's the tech working? What are some of the core threshold issues that people have to get over? >> So you know, John, that's exactly the question to ask. A lot of folks out there are looking at block chain and the promise it represents, and the one big question that keeps echoing over and over is when is this going mainstream? When are we going to see something, a domain, a use case, that is actually natively on a block chain? I think that, essentially, we kind of owe it to ourselves and to everyone that cares about this stuff to ask what's working today, August 2018 and what is still kind of pending? I co-founded a project called AION. For us, interoperability is really one of the key facets that you need to be able to solve for to make block chains real. And again, here's the 60 second argument. If you're going to grow all these solutions that are centric around the use case, they solve for different pinpoints and different stakeholders care about them. They don't really create the cohesive kind of ecosystem until they can all talk to each other, and then you have to ask yourself is the original hypothesis where it's going to be one main net, one chain that's going to rule them all, and everybody gets to play on it and everybody deploys their Dapps on stuff like Fabric or R3 or Ethereum, or whatever it might be. That is absolutely not the way we're seeing enterprise actually shaping into this domain of block chain. What we're seeing is big consortiums that already have value, tangible today, out of doing stuff on chain, and the biggest thing to solve is how do I take, to Jenna's point around supply chain or food providence, whatever it is, how do I actually open it so I can now start writing insurance events, payment events, banking, underwriting, auditing, regulation? There's this gigantic ecosystem that needs to be enabled, and again we are actively saying it's not going to be by an organic model where you and I do everything on top of a single solution. There will be a multitude of solutions, and what we need to solve for is how do we convert them from disparate islands that don't talk to each other into a cohesive ecosystem? >> This is a great point. We were talking on our intro, and we talked last night on our panel, about standards. If you look at all the major inflection points where wealth was created and value was created around innovation and entrepreneurship and industry inflection points, there's always some sort of standard thing that happened. >> Right. >> Whether it's the OSI model during the early days of the internet to certain protocols that made things happen with the internet. Here, it's interesting because if you have one chain and rule the world, it's got to be up and running. >> Yeah. >> It's not. There's no one thing yet, so I see that trend the cloud has, private cloud, public cloud, but public cloud was first but people had data centers. >> Right. >> Both not compatible, now the trend is multi-cloud. You can almost connect the dots of saying multi-chain >> Right. >> Might be a big trend. >> Right. >> This is kind of what you're teasing out here. >> That's exactly what we're about, and I think it's very interesting, the point you're making about dissimilarities between the two domains. We are in a cloud convention, and to me it means two things. One, we absolutely see the mainstream people, the mainstream players in industry, starting to take this seriously. It used to be a completely disparate world where you guys are a bunch of crazies with your Bitcoin and ether and what not. They're definitely taking this seriously now. The second thing, when you think of cloud as a model, how cloud evolved, we used to have these conversations around are you crazy, you're telling me that my data is not going to be on premise? >> It's not secure, now it's the most secure. >> Oh my God! It's in the cloud, what's a cloud? (laughing) You think of the progression model that was applicable back then, right? 10 years, 15 years back, where we started privately and we tell them OK, we'll take this side step of hybrid and then fully public. Took them a while, took them almost 20 years to get their heads around it. >> There's no one trajectory. What's interesting about block chain and crypto with token economics, there's no one trend you can map an analog to, you can't say this is going to be like this trend of the past. It's almost developing it's own kind of trajectory. A lot of organic community involvement. Different tech involvement. >> Totally. >> Different engineering mindsets coming together. You're seeing an engineering-led culture big time going on. That's propelling it up to the conversations of let's lay down the pipes, let's start running apps, but I'll do it within a two year window (laughing). >> I think the big thing to understand about that is yes, you need a whole host of developer talent to build distributed systems, but at the end of the day those systems still have to be used by people. They still have to be used by society, you still have to understand how to talk to your chief executives about what's happening within your company or what your tech teams are doing. There's a growing need for marketers, for PR people, for people who speak, I don't want to say plain English, but people who understand how-- >> Translate it to the real world. >> Yeah, they need to translate it, and how to bridge the gap between legacy systems and how do you take what you were doing before and transform it to a distributed ledger system? How do you do that without just paving the cow path? >> It's interesting, it's almost intoxicating, 'cause you got two elements that get people excited. You got the token economics, which gets people to go, "Whoa," the economics and the liquidity of money and/or value creation capture equations completely changing some of the business model stuff, which could be translated to software and Dapps and software general stuff or SaaS, et cetera. Then you got the plumbing or the networking side of it where things like latency, interoperability, absolutely matter, so with all that going on in real time, it's kind of happening at 30,000 feet and trying to change the airplane engine out. People are failing, and so there's some false promises, there's also false hopes that have not been achieved, so this clouds up the real big picture which is this is an innovative environment. We're seeing that trend. But when you get to the end of the day, what are people working on, to me, is the tell sign. Kesem, what's your project, talk about AION and the work you're doing, specifically give some examples of some of the things that you're doing in the trenches. >> Sure. >> What are you trying to solve, what are some examples you're running into and how does that relate to how things might evolve going forward? >> Sure, so there is a multitude of different problems that we work on but if you want to stick just to the fundamentals? Let's take one gigantic issue that everyone's kind of tackling from different perspectives, let's talk about scale. Scale is, especially in block chains especially challenging just because of how the technology works. How decentralized can you get before you're faced with gigantic latencies and before transaction cost are kind of through the roof? When you think about it, that is all a result of how we kind of contemplate these early stage networks. It was always the one network that is going to scale to infinity. Absolutely not the way it's going to work out. So from my perspective, again, sticking to this one issue, if you could actually give me a decentralized rail that maintains consensus throughout two networks, I can now actually have two trusted kind of go-tos instead of always putting the full brunt of the throughput on one single network. For us, that's kind of a no brainer application to interoperability. If you could actually give me all these trusted networks that work in tandem, I could now start splicing throughputs across many different parallel kind of rails. Not to similar than how we can solve for super computing. We understood there is a limit on how fast can a single CPU go and we started going wide. >> That's an interesting point, I want to just double click on that for a second because if you think about it, why would I have multiple rails and multiple systems? Maybe the use cases are different for them. >> Correct. >> You don't want to have to pick one cloud or one chain to rule them all because it's not optimized. We saw that with monolithic systems and cloud is all about levels of granularity and micro service and micro everything, right? >> Correct. >> And I would also say that gets into a security issue as well, right? You're talking about multiple layers but you also will have multiple layers of permission. You'll have multiple layers of how much information someone can see and what I think is emerging, if data is the new oil, then what's emerging is for the first time we're now able to trust data that we do not own. For corporations who say, "I don't know to market to you "if I don't know everything about you." But at the end of the day, they want to be able to leverage your data but they don't need to secure it and I think that cybersecurity issue is a huge, huge thing that's definitely coming. >> I want to get both of your thoughts on this, because we were talking about this last night. We were riffing on the notion that with cloud compute and data really drove scale. So Amazon is a great example and their value now is things like Kinesis and Aurora, some of their fastest growing services. You got SageMaker, probably will be announced at re:Invent coming up as the fastest growing service, right now it's Aurora. All data concepts. So the dataization really made cloud, great. >> True. >> Okay what's the analog for crypto and block chain? Tokenization is an interesting concept. There's almost an extension of cloud where you're saying, hey, with tokenization, the tokenization phase, how do you explain that to a common person? You say, is token going to be the token and the money aspect of and the economics the killer app? How's it transverse the infrastructures, plural? >> Yeah, or is the wallet going to be the browser? Or how are all of these things happening? >> How do you make sense of this? What's your reaction to that trend? >> So I actually get excited when I think about what token, on the most profound level, actually means. When you kind of think of where value happens in the context of these gigantic enterprises, right? You think of Apple, Amazon, Google, Facebook, any of them, and you kind of think of what the product is, it's all about the data and it's all about how do you convince people to give up data so they can monetize on it. And then you have two distinct, like literally gigantic groups of stakeholders at play. You have the users, that essentially get something free, right? I get to post on Facebook or I get to write an e-mail on Gmail. Then you have the stakeholders that actually extract all that value from my activities. A token, I think most profoundly represents, how do we actually get to a unified group where the user himself is the stakeholder that gets to extract the data? And again, the proposition is pretty straightforward. The more you use a network and the more the network becomes valuable and grows, the more value the token that drives at it. >> So it changes the value capture equation? >> Correct, different model altogether. >> The value creators get to capture the value and obviously network effects plays a big part in this? >> Yes. >> Which is your wheelhouse. (laughing) >> Yeah, definitely. I think it really comes down to core principles. Now you're able to really get down, to what Kesem was talking about, about when you're designing a token or if you're designing an incentive mechanism, you're really going down to the sort of deep game theory of why people do specific things and if we can financially incentivize people to do good rather than punish them or fine them for doing bad then we can actually create value for everyone. We're designing a new economy that now has the ability to propel itself in a fair and prosperous way, if done correctly, obviously that's the disclaimer afterwards, but. >> I love what you're saying there because if you look at collective intelligence a lot of the AI concepts came around from collective intelligence, predictive analytics, prescriptive analytics all came around using data to create value. I always talk about fake news because we have a cloud of media business that's kind of tokenized now but fake news it two things, it's payload, fake news, the fake content and then the infrastructure dynamics that they arbitraged, with network effects. They targeted specific people, fake payload, but the distribution was a network effect. Again, this was the perverse incentive that no one was monitoring, there was no- >> Well and I think in that case, yes there is news that is inherently false information but then there's also a whole spectrum of trueness, if you want to call it that so now we have this technology that allows us to overlay on top of that and say, "Well what is the providence of my information?" And with different layers of block chain systems you're actually able to prove the providence of your information without exposing the user's privacy and without exposing the whole supply chain of the media because there's like media buyers, go through all kinds of hands. >> And we believe the answer to fake news, frankly, is data access, collective intelligence and something like a block chain where you have incentive systems to filter out the fake news. >> Totally. >> Exactly. >> Reputation systems, these things are not new concepts. >> It's all about stake at the end of the day, right? It's how do you keep a stakeholder accountable for their action? You need backing so I think we're definitely on the same page. >> I love, I could talk about fake news all day because we think we can solve that with our CUBEcoin token coming out soon. I want to shift gears and talk about some of the examples we've seen with cloud. >> Sure. >> And try to map that to some navigation for people in how to get through the block chain token world. One of the key things about the cloud was something they called shadow IT. Shadow IT was people who said, hey, you know what? I could just put my credit card down and move this non core thing out in this cloud and prove to my boss, show them, not pitch 'em on the Power Point deck, to say look it, I just did this for that cost in this timeframe, and that started around 2009/2010 timeframe, the early digerati or the clouderati kind of did that but around 2012 it became, wow, this shadow IT is actually R and D practice. >> Mm-hmm. >> Right. >> You started to see that now, so the question that we see for people evaluating in the enterprise is how do you judge what's a good project? Certainly people are kicking the tires and doing a little bit, I won't call it shadow IT, but they're taking on some projects as you were talking about on the panel. How should they, the enterprises in general, the large companies, start thinking about how to enable a shadow IT-like dynamic and how should they evaluate the kind of projects? I think that's an area people just don't know what to look for. Your thoughts? >> I want to add a premise to that, because I think that's absolutely the right question to ask. We also need to add the why. Why should we, as people that do native crypto currency, even care about enterprises? A lot of people kind of theorized when Bitcoin was created to say it was anti institutional is an understatement, right? Aren't we meant to kill enterprise? The thing is, I don't think it's going to be a big bang. I don't think it's going be we wake up and nobody's using banking anymore or nobody's using the traditional healthcare or government and you know whatever insurance policies. We care about block chain in the context of enterprise because we think block chain is a fundamentally better model of doing things. It kind of does away with the black box where I need to be in business, I need to blindly trust you and it introduces a much more transparent and democratic model of doing things. We absolutely want to introduce and make block chain mainstream because that's important for us. When you think of how we do it, to your question, AION is all about interoperability, right? We create a solution that helps scale and helps different networks, decentralized networks, communicate to each other. What we also do with MavenNet, the company I run, is essentially make that enterprise friendly. It's extremely hard to do adoption and implementation within an enterprise, they're very immune to change. >> Antibodies as they say. >> Oh. >> The antibodies to innovation, they kill innovation. >> Totally, so going back to your original question, it all starts with a P and L. If somebody is going to authorize, you know, an actual production system in enterprise for block chain, it needs to create a tangible value, a tangible return, quickly and that's the key. The model that actually scales is you start by flushing out inefficiency plate. You show the enterprise how you could actually achieve, I don't know 20%/30%, that's the order of magnitude that they care about, efficiency by moving some part of your value chain on top of a block chain. >> It has to have an order of magnitude difference or so. I mean cloud was a great example, too, it changes the operating model. >> Yeah. >> They achieve what they wanted to achieve faster and more efficiently and operated it differently. >> Correct. >> And people were starting at it like a three headed monster like what is this thing, right? The cloud thing. And throwing all kinds of fud out there, but ultimately at the end of the day, it's a new operating model for the same thing that they're trying to do with the old stuff. >> Mm-hmm. >> I mean, it's almost that simple. >> Yeah, I think in some cases you need to really, in my previous life at the Block Chain Research Institute, we encouraged a lot of our clients to really take a step back and say, well will I actually, A, will I have this problem in eight years or seven years or 20 years or 50 years, if we're really fundamentally building a new financial system or a new way of doing things that is fundamentally different? Are we building it on old technology? We need to make sure that, and that's why you've seen banks were the first in the door to say, "Yeah, payments, that sounds great, that sounds great." But the real applications that we're seeing from banks are in loyalty, they're in AMLKYC, they're in the sort of fringe operations. Something like payments is going to take a really long time to push through because of those legacy systems because payments is the fundamentals of what banks do. >> This is an interesting point, I want to get your thoughts to end the segment because I think one of the things that we've certainly seen with cloud that over the generational shifts that have happened, the timeframe for innovation is getting shorter and shorter, so timeframe is critical so if the communities are fumbling around hitting that time to value, it seems to be trending to faster and we don't want to hear slower because these systems are inadequate, they're antiquated. >> Mm-hmm. >> These are the systems that are disrupted so the timing of, whether it's standards, or interoperability or business models, operating models, they got to be faster. >> Yeah. >> That's the table stakes. >> I think it all comes down to collaborative governance. >> People have to figure out block chain faster. >> Yeah. >> What's holding us back? Or what's accelerating us? What's the key for the community at large from the engineering community and the business community to make it go faster? Your thoughts? >> Right, so I think we're still searching for the next killer app. If Bitcoin is the reason we're all sitting here today and I profoundly believe that. >> Yeah. >> What is the next thing that drives change on a global scale? That's kind of what we're trying, collectively as an industry, to figure out. Sure, many kind of roadblocks on the way. Some of them educational, perceptional, regulation, technology, but the next big wave that's going to accelerate us to the next ten years of block chain is that next killer app. Organizations such as myself, Jenna, that's our day job, we wake up and that's what we do. >> I mean I've always said, and Dr. Wong, who's the founder of Alibaba Cloud agreed with me, I've been saying that the TCPIP protocol, that standard really enabled a lot of interoperability and created lots of diverse value up the stacks of the OSI model, Open Systems Interconnect, seven layer model, actually never got standardized. It's kind of stopped at TCPIP and that was good, everyone snapped at the line, that created massive value. >> But that's a collaborative governance thing. That's people coming together and saying that these are the standards that we wish to adhere to. >> We need the moment right now. >> Yeah, so you see organizations like the Enterprise Ethereum Alliance coming out with a prospective list of standards that they think the community should adhere here. You know you have the ERC20 standard, you have all these different organizations, the World Economic Forum is playing a role in that and the UN is playing a role, especially when it comes to identity and those kind of really big, societal issues but I think that it comes down to that everyone plays a role that I'm doing my best, I think it's going to be somewhere in the realm of data so that's where I've chosen to sort of make my course. >> I think this is a good conversation to have, and I think we could continue it. I mean, I read on Medium, everyone's reading these fat protocols, thin protocols but at the end of the day what does that matter if there's no like scale? >> Yeah. >> You can have all the fat protocols you want, more of a land grab I would say but there's certainly models but is that subordinate or is that the cart before the horse? This is the conversation I think is in the hallways. >> Totally agree, totally agreed. >> Guys, thanks so much for coming on theCUBE, really appreciate it. Breaking down real world applications of block chain we're at the Global Cloud and Block Chain Summit. It's an inaugural event and think it's going to be the kind of format we're going to see more of, cloud and block chain coming together. Collision course or is it going to come in nicely and land together and work together? We'll see, of course theCUBE's covering it. Thanks for watching. Stay with us for more all day coverage. Part of the Futurist Conference coming up the next two days. We're in Toronto, we'll be back with more after this short break. (theCUBE theme music)
SUMMARY :
Brought to you by theCUBE. This is the Global Cloud Block Chain Summit part of the real world cases you guys talked about? that if a distributed network is going to work Kesem, block chain, supply chain, value chains, that people have to get over? and the biggest thing to solve is how do I take, If you look at all the major inflection points where wealth of the internet to certain protocols that made but people had data centers. You can almost connect the dots of saying multi-chain is not going to be on premise? the most secure. It's in the cloud, what's a cloud? with token economics, there's no one trend you can map let's lay down the pipes, let's start running apps, I think the big thing to understand about that is yes, of some of the things that you're doing in the trenches. just because of how the technology works. Maybe the use cases are different for them. and cloud is all about levels of granularity But at the end of the day, they want to be able So the dataization really made cloud, and the money aspect of and the economics the killer app? that gets to extract the data? Which is your wheelhouse. We're designing a new economy that now has the ability a lot of the AI concepts came around of trueness, if you want to call it that out the fake news. It's all about stake at the end of the day, right? some of the examples we've seen with cloud. on the Power Point deck, to say look it, I just did this Certainly people are kicking the tires The thing is, I don't think it's going to be a big bang. You show the enterprise how you could actually achieve, it changes the operating model. They achieve what they wanted to achieve it's a new operating model for the same thing because payments is the fundamentals of what banks do. that over the generational shifts so the timing of, whether it's standards, If Bitcoin is the reason we're all sitting here today Sure, many kind of roadblocks on the way. I've been saying that the TCPIP protocol, that these are the standards that we wish to adhere to. and the UN is playing a role, especially but at the end of the day what does that matter You can have all the fat protocols you want, Part of the Futurist Conference coming up the next two days.
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Liz Rice, Aqua Security & Janet Kuo, Google | KubeCon + CloudNativeCon EU 2018
>> Announcer: Live from Copenhagen, Denmark, it's theCUBE. Covering KubeCon and CloudNativeCon Europe 2018. Brought to you by the Cloud Native Computing Foundation and its ecosystem partners. >> Hello, everyone. Welcome back to theCUBE's exclusive coverage here in Copenhagen, Denmark for KubeCon 2018, part of the CNCF Cloud Native Compute Foundation, which is part of the Linux Foundation. I'm John Furrier, your host. We've got two great guests here, we've got Liz Rice, the co-chair of KubeCon and CloudNativeCon, kind of a dual naming because it's Kubernetes and it's Cloud Native and also technology evangelist at Aqua Security. She's co-chairing with Kelsey Hightower who will be on later today, and CUBE alumni as well, and Janet Kuo who is a software engineer at Google. Welcome to theCUBE, thanks for coming on. >> Yeah, thanks for inviting us. >> Super excited, we have a lot of energy even though we've got interviews all day and it's kind of, we're holding the line here. It's almost a celebration but also not a celebration because there's more work to do with Kubernetes. Just the growth of the CNCF continues to hit some interesting good performance KPIs on metrics. Growth's up on the membership, satisfaction is high, Kubernetes is being called a de facto standard. So by all kind of general qualitative metrics and quantitative, it's doing well. >> Lauren: It's doing great. >> But it's just the beginning. >> Yeah, yeah. I talked yesterday a little bit in, in the keynote, about project updates, about how Kubernetes has graduated. That's a real signal of maturity. It's a signal to the end-user companies out there that you know, the risk, nothing is ever risk-free, but you know, Kubernetes is here to stay. It's stable, it's got stable governance model, you know, it's not going away. >> John: It's working. >> It's going to continue to evolve and improve. But it's really working, and we've got end users, you know, not only happy and using it, they're prepared to come to this conference and share their stories, share their learnings, it's brilliant. >> Yeah, and Janet also, you know, you talk about China, we have announcement that, I don't know if it's formally announced, but Shanghai, is it out there now? >> Lauren: It is. >> Okay, so Shanghai in, I think November 14th, let me get the dates here, 14th and 15th in Shanghai, China. >> Janet: Yeah. >> Where it's going to be presented in either English or in Chinese, so it's going to be fully translated. Give us the update. >> Yeah, it will be fully translated, and we'll have a CFP coming soon, and people will be submitting their talks in English but they can choose to present either in English or Chinese. >> Can you help us get a CUBE host that can translate theCUBE for us? We need some, if you're out there watching, we need some hosts in China. But in all seriousness, this is a global framework, and this is again the theme of Cloud Native, you know. Being my age, I've seen the lift and shift IT world go from awesome greatness to consolidation to VMwares. I've seen the waves. But this is a different phenomenon with Cloud Native. Take a minute to share your perspectives on the global phenomenon of Cloud Native. It's a global platform, it's not just IT, it's a global platform, the cloud, and what that brings to the table for end users. >> I think for end users, if we're talking about consumers, it actually is, well what it's doing is allowing businesses to develop applications more quickly, to respond to their market needs more quickly. And end users are seeing that in more responsive applications, more responsive services, improved delivery of tech. >> And the businesses, too, have engineers on the front lines now. >> Absolutely, and there's a lot of work going on here, I think, to basically, we were talking earlier about making technology boring, you know, this Kubernetes level is really an abstraction that most application developers don't really need to know about. And making their experience easier, they can just write their code and it runs. >> So if it's invisible to the application developer, that's the success. >> That's a really helpful thing. They shouldn't have to worry about where their code is running. >> John: That's DevOps. >> Yeah, yeah. >> I think the container in Kubernetes technology or this Cloud Native technology that brings developer the ability to, you know, move fast and give them the agility to react to the business needs very quickly. And also users benefit from that and operators also, you know, can manage their applications much more easily. >> Yeah, when you have that abstraction layer, when you have that infrastructure as code, or even this new abstraction layer which is not just infrastructure, it's services, micro-services, growth has been phenomenal. You're bringing the application developer into an efficiency productivity mode where they're dictating the business model through software of the companies. So it's not just, "Hey build me something "and let's go sell it." They're on the front lines, writing the business logic of businesses and their customers. So you're seeing it's super important for them to have that ability to either double down or abandon quickly. This is what agile is. Now it's going from software to business. This, to me, I think is the highlight for me on this show. You see the dots connecting where the developers are truly in charge of actually being a business impact because they now have more capability. As you guys put this together and do the co-chair, do you and Kelsey, what do you guys do in the room, the secret room, you like, "Well let's do this on the content." I mean, 'cause there's so much to do. Take us through the process. >> So, a little bit of insight into how that whole process works. So we had well over 1,000 submissions, which, you know, there's no, I think there's like 150 slots, something like that. So that's a pretty small percentage that we can actually accept. We had an amazing program committee, I think there were around 60 people who reviewed, every individual reviewer looked at a subset. We didn't ask them to look at all thousand, that would be crazy. They scored them, that gave us a kind of first pass, like a sort of an ability to say, "Well, anything that was below average, "we can only take the top 15%, "so anything that's below average "is not going to make the cut." And then we could start looking at trying to balance, say, for example, there's been a lot of talk about were there too many Istio talks? Well, there were a lot of Istio talks because there were a lot of Istio submissions. And that says to us that the community wants to talk about Istio. >> And then number of stars, that's the number one project on the new list. I mean, Kubeflow and Istio are super hot. >> Yeah, yeah, Kubeflow's another great example, there are lots of submissions around it. We can't take them all but we can use the ratings and the advice from the program committee to try and assemble, you know, the best talks to try and bring different voices in, you know, we want to have subject matter experts and new voices. We want to have the big name companies and start-ups, we wanted to try and get a mix, you know. A diversity of opinion, really. >> And you're a membership organization so you have to balance the membership needs with the content program so, challenging with given the growth. I mean, I can only imagine. >> Yeah, so as program co-chairs, we actually have a really free hand over the content, so it's one of the really, I think, nice things about this conference. You know, sponsors do get to stand on stage and deliver their message, but they don't get to influence the actual program. The program is put together for the community, and by doing things like looking at the number of submissions, using those signals that the community want to talk about, I hope we can carry on giving the attendees that format. >> I would just say from an outsider perspective, I think that's something you want to preserve because if you look at the success of the CNCF, one thing I'm impressed by is they've really allowed a commercial environment to be fostered and enabled. But they didn't compromise the technical. >> Lauren: Yeah. >> And the content to me, content and technical tracks are super important because content, they all work together, right? So as long as there's no meddling, stay in your swim lane, whatever, whatever it is. Content is really important. >> Absolutely, yeah. >> Because that's the learning. >> Yeah, yeah. >> Okay, so what's on the cut list that you wish you could have put back on stage? Or is that too risque? You'll come back to that. >> Yeah. >> China, talk about China. Because obviously, we were super impressed last year when we went to go visit Alibaba just to the order of magnitude to the cultural mindset for their thinking around Cloud Native. And what I was most impressed with was Dr. Wong was talking about artistry. They just don't look at it as just technology, although they are nerdy and geeky like us in Silicon Valley. But they really were thinking about the artistry 'cause the app side of it has kind of a, not just design element to the user perspective. And they're very mobile-centric in China, so they're like, they were like, "This is what we want to do." So they were very advanced in my mind on this. Does that change the program in China vis a vis Seattle and here, is there any stark differences between Shanghai and Copenhagen and Seattle in terms of the program? Is there a certain focus? What's the insight into China? >> I think it's a little early to say 'cause we haven't yet opened the CFP. It'll be opening soon but I'm fully expecting that there will be, you know, some differences. I think the, you know, we're hoping to have speakers, a lot more speakers from China, from Asia, because it's local to them. So, like here, we tried to have a European flavor. You'll see a lot of innovators from Europe, like Spotify and the Financial Times, Monzo Bank. You know, they've all been able to share their stories with us. And I think we're hoping to get the same kind of thing in China, hear local stories as well. >> I mean that's a good call. I think conferences that do the rinse and repeat from North America and just slap it down in different regions aren't as effective as making it localized, in a way. >> Yeah. >> That's super important. >> I know that a lot of China companies, they are pretty invested pretty heavily into Kubernetes and Cloud Native technology and they are very innovative. So I actually joined a project in 2015 and I've been collaborating with a lot of Chinese contributors from China remotely on GitHub. For example, the contributors from Huawei and they've been invested a lot in this. >> And they have some contributors in the core. >> Yeah, so we are expecting to see submissions from those contributors and companies and users. >> Well, that's super exciting. We look forward to being there, and it should be excellent. We always have a fun time. The question that I want to ask you guys now, just to switch gears is, for the people watching who couldn't make it or might watch it on YouTube on Demand who didn't make the trip. What surprised you here? What's new, I'm asking, you have a view as the co-chair, you've seen it. But was there anything that surprised you, or did it go right? Nothing goes perfect. I mean, it's like my wedding, everything happens, didn't happen the way you planned it. There's always a surprise. Any wild cards, any x-factors, anything that stands out to you guys? >> So what I see from, so I attend, I think around five KubeCons. So from the first one it's only 550 people, only the small community, the contributors from Google and Red Hat and CoreOS and growing from now. We are growing from the inner circle to the outside circle, from the just contributors to also the users of it, like and also the ecosystem. Everyone that's building the technology around Cloud Native, and I see that growth and it's very surprising to me. We have a keynote yesterday from CERN and everyone is talking about their keynote, like they have I think 200 clusters, and that's amazing. And they said because of Kubernetes they can just focus on physics. >> Yeah, and that's a testimonial right there. >> Yeah. >> That was really good stories to hear, and I think maybe one of the things that surprises me, it sort of continues to surprise me is how collaborative, it's something about this kind of organization, this conference, this whole kind of movement, if you like. Where companies are coming in and sharing their learnings, and we've seen that, we've seen that a lot through the keynotes. And I think we see it on the conference floor, we see it in the hallway chat. And I think we see it in the way that the different SIGs and working groups and projects are all, kind of, collaborating on problem solving. And that's really exciting. >> That's why I was saying earlier in the beginning that there's a celebration amongst ourselves and the community. But also a realization that this is just the beginning, it's not a, it's kind of like when you get venture funding if you're a start-up. That's really when it begins, you don't celebrate, but you take a little bit of a pause. Now my personal take only to all of the hundreds of events we do a year is that I that think this community here has fought the hard DevOps battle. If you go back to 2008 timeframe, and '08, '09, '10, '11, '12, those years were, those were hyper scale years. Look at Google, Facebook, all the original DevOps engineers, they were eating glass and spitting nails. It was hard work. And it was really build your own, a lot of engineering, not just software development. So I think this, kind of like, camaraderie amongst the DevOps community saying, "Look, this is a really big "step up function with Kubernetes." Everyone's had some scar tissue. >> Yeah, I think a lot of people have learned from previous, you know, even other open source projects that they've worked on. And you see some of the amazing work that goes into the kind of, like, community governance side. The things that, you know, Paris Pittman does around contributor experience. It's so good to see people who are experts in helping developers engage, helping engineers engage, really getting to play that role. >> There's a lot of common experiences for people who have never met each other because there's people who have seen the hard work pay with scale and leverage and benefits. They see it, this is amazing. We had Sheryl from Google on saying, "When I left Google and I went out into the real world, "I was like, oh my God, "they don't actually use Borg," like, what? "What do they, how do they actually write software?" I mean, so she's a fish out of water and that, it's like, so again I think there's a lot of commonality, and it's a super great opportunity and a great community and you guys have done a great job, CNCF. And we hope to nurture that, the principles, and looking forward to China. Thanks for coming on theCUBE, we appreciate it. >> Yeah. >> Okay we're here at CNCF's KubeCon 2018, I'm John Furrier, more live coverage. Stay with us, day two of two days of CUBE coverage. Go to thecube.net, siliconangle.com for all the coverage. We'll be back, stay with us after this short break.
SUMMARY :
Brought to you by the Cloud Native Computing Foundation Welcome back to theCUBE's exclusive coverage Just the growth of the CNCF continues to hit It's a signal to the end-user companies out there It's going to continue to evolve and improve. let me get the dates here, 14th and 15th in Shanghai, China. Where it's going to be presented but they can choose to present either in English or Chinese. and this is again the theme of Cloud Native, you know. to respond to their market needs more quickly. And the businesses, too, have engineers I think, to basically, we were talking earlier So if it's invisible to the application developer, They shouldn't have to worry about that brings developer the ability to, you know, the secret room, you like, And that says to us that the community that's the number one project on the new list. to try and assemble, you know, the best talks so you have to balance the membership needs but they don't get to influence the actual program. I think that's something you want to preserve And the content to me, content and technical tracks that you wish you could have put back on stage? just to the order of magnitude to the cultural mindset I think the, you know, we're hoping to have speakers, I think conferences that do the rinse and repeat and Cloud Native technology and they are very innovative. Yeah, so we are expecting to see submissions anything that stands out to you guys? from the just contributors to also the users of it, And I think we see it in the way that the different SIGs and the community. It's so good to see people who are experts and looking forward to China. Go to thecube.net, siliconangle.com for all the coverage.
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Tarun Thakur, Datos IO | CUBE Conversation Nov 2017
(uplifting music) >> Hello, everyone. Welcome to theCUBE Conversations here at the Palo Alto Studios for theCUBE. I'm John Furrier the co-host of theCUBE, co-founder of SiliconANGLE. We're here for Thought Leader Thursday, and my guest here to talk about the cloud, earnings in the industry, and also all the mega trends happening is Tarun Thakur, who is the co-founder and CEO of Datos.IO, hot start up out of Los Gatos, California. Welcome back to theCUBE, great to see you. >> Thank you, John, thank you, good to be back. >> We love having entrepreneurs come in because you guys are on the cutting edge, you're sweating bullets, you're stressing out, you're building the company. You guys are still in a growth mode, which is great, congratulations. >> Thank you. >> But you're also playing in the cloud game. You're in the ecosystem. We're seeing massive visibility now into the numbers. You see the cloud earnings just came out. Amazon continues to crush it. Microsoft, they're bundling 365 and they're juicing the numbers up but we all know what's going on there, but still, they're looking good. >> Correct. >> And then Google's a dark horse with really that developer platform looking good. So the big three are popping. But, you know, Facebook just announced a $10 billion quarter. They're a cloud too, not to be reckoned with, but kind of not in the pure infrastructures of service. So clearly the market has shown that there is some stability. We're in the second, third inning maybe of this cloud game. What's your take on the marketplace? >> No, I think this is an excellent topic. Thank you, John, for again having us back. Always great to be here. So, you know, the way I think about what's happening really in the cloud is really from three dimensions. Number one, you know, you rightly said $20 billion is what Amazon is on a run rate business of. We personally believe it's still the first innings. It's not the second or the third. You know, they've seen a massive adoption as its called the product market for developilabilty, where the developers, where the application developers, where the SMBs of the world, but the enterprises are just starting to scratch the surface of the cloud. We believe the cloud is in the first innings. The real growth. >> Enterprise cloud. >> Enterprise cloud is just beginning. Just beginning, right. I was, you know, I'll give you quickly an example. I was out in Denver visiting a customer, which is the world's largest, one of the world's largest, shipping companies. They are moving as fast as possible to the cloud, but this is their first foray. But their first foray is not five terabytes or 50 terabytes. Their first foray is 50 petabytes of data. >> So they're moving big time. >> Oh, they're moving big time. >> This is not a toe in the water. >> No, they took two years to evaluate it, and then they go big. >> Right, so talk about the trends here because let's tease through the numbers. I looked at all the earnings, and again, Microsoft is doing well, but remember, they're bundling Office 365, which kind of puts Google unnoticed because Google's got a huge presence that they could roll in. So there's a lot of number games going on that the analysts are kind of pointing out, and we're pointing out, but Amazon has just been crushing it on overall performance. >> Right. >> I mean look at the compute that's going on, the scale, they've got thousands of enterprise customers, and still there's a lot more growth there because the on-prem, true private cloud, is still growing. >> That's correct. >> So what is the state of the enterprise now, and who is using the public cloud more, and who's using it less, and why are they doing that? Is it a makeup, is it a DNA culture? Is it just evolution? >> No, it's just evolution, John. I think the enterprises are finally latching on to this, I think they are, but they're latching on it in a big way. Right, and so that's the second point that I sort of wanted to highlight that while you call Google the Trojan horse, and Amazon being the lead, and then Microsoft somewhere in the middle, let's not forget about Oracle cloud. Larry Ellison is a formidable competitive spirit. He's not going to give up. He has not given up so far. They are going to build an Oracle cloud. There will be a-- >> Well they have an Oracle cloud. >> They have an Oracle cloud. But, you know, having versus really truly-- >> It's so funny, Larry Ellison called Salesforce a fake cloud, but a lot of people are calling Oracle a fake cloud. >> A fake cloud. >> But Oracle on Oracle, we've entered Dave Donatelli, Larry is the only one that hasn't come on theCUBE. Oracle cloud works great with Oracle. >> Correct. >> They're trying to put the message out there that Oracle is working well with cloud native. They're in the Cloud Native Foundation now. >> Sure, sure. >> CNCF, so you stayed in Oracle amidst Avery and folks over there doing a great job, so, but they're not getting the word out. Oracle's not getting the job done because no one sees Oracle as a cool cloud native company. >> No, and they're not. And I think that's a very valid point. But what I'm saying is that there will be room There is oxygen in this market to get the fourth and the fifth cloud provider. There will be specialized clouds. And there will be places for that. Because Amazon is not an answer for all. It is definitely an answer for majority of your workloads, but the HPC, the high performance computing workloads, the GPU workloads, the Oracle. You know, you look at the number one database in the cloud that Amazon claims openly is MySQL. It's not Oracle. An Amazon database business, if they're making 20 billion in total AWS, I will tell you about 40% or 50% of their business is database. And that's not Oracle. So think of five to $10 billion of revenue and money that Amazon is making is not Oracle. >> What's that mean? Does that mean Oracle's losing money or. That's leakage on Oracle's model? Is that Oracle still has an opportunity? Cause they still control a lot of databases. >> Thank you and, thus, thank you, thank you for asking that. It's not that Oracle is losing money, it's the next generation applications, it's the cloud enabled applications. >> So it's growth, it's pure growth. >> It's the new oxygen, it's the new wealth creation. >> So it's like the classic example when the internet started. Web traffic increased because more people were using the internet. >> Correct. >> So what you're saying is that cloud has created a more database market. Amazon's getting a big chuck of it there, but Oracle still has the database market. >> For example if you look-- >> And SAP too. >> And look at the third reason of these clouds, if you look at AIML, right, these applications, the Alexa, the Siri-like applications, and the applications that will be built on top of this, will be built in the cloud. You're not going to start building Alexa AI application on prem infrastructure. That is not happening. And that's the third part of this whole cloud. We say it's $20 billion and we have barely scratched the surface on AI, ML, and blockchain. And all those applications that will be built, will be built on cloud elastic infrastructure. >> Alright, so what's your take? I mean, right now Amazon's winning the cloud game, Oracle, I wouldn't call them number four, but they're trying to juice the numbers up as well, but they clearly have an installed base, and they're not going anywhere. >> Tarun: Captive audience. >> SAP is going multi-cloud, so you're seeing SAP starting to put their, looking at saying, hey, we want our customers to run Oracle SAP on any cloud, so they're clearly thinking multi-cloud. Who else is out there? Alibaba cloud is now coming to the US in San Mateo, so they're number seven cloud but four worldwide, right? >> Tarun: Correct. >> So, pure worldwide numbers, Alibaba's four. >> Yes, so I'll start with Ali cloud. You know, you talk about Alibaba, their cloud is called Ali cloud, and fortunately, as you're building a company, as you talked about earlier on in our offline conversation, you get to meet all the way from governed DoD's and DIA's of the world too. We worked with Ali cloud executive team just a few weeks ago and they were out here in the bay area. Didi is the de facto car hailing company, it's not Uber, in China. We believe Ali cloud will be that in China. There will be a fifth cloud, there will be a sixth cloud. To my point, there will be specialized clouds. Amazon's not going to win this entire pie. And there will be clouds outside of US markets. >> Well I had a chance to tell Karen Lu and Dr. Min Wen Li as well as Dr. Wong at Alibaba in China a few weeks ago, and if you look at what they're doing in China, it's not just cloud. They've got eCommerce, they've got the city brain project. They're looking at holistically around data. Data's fundamental to their vision. I think that's consistent with what we're seeing in the US. A little bit more broader scope because IT here is a little bit more, has more legacy. China's got much more focus and got some government controls in there to get some latitude to do the right things. But the consumers are moving faster in China. If you look at the mobile growth. >> Absolutely. >> John: Huge indicator. >> Look at the Didi's growth. Didi's growth is more faster than Uber's growth. Right, and they've built a massive, massive company out there. >> IoT is pretty hot in China, you're starting to see that. I mean, this is a re-imagining of cloud, so you guys are in the middle of it with back on the road recovery. So as a CEO you're in the body swerving, car's that are flying by you, you're trying not to get run over. You've got a good market opportunity with the cloud because GDPR's coming right around the corner. >> Yes, yes, absolutely. >> So what's your strategy? Are you, I mean, I'm paraphrasing, not dodging cars, but, I mean, as a start up you've got to worry about your success might kill you, but how do you manage the business? I mean, how are you looking at this? Because you've got a great opportunity, and it's a growth market. >> Thank you, thank you. No we're lucky and fortunate that some of the decisions we made back four years ago people used to laugh, why are you going in this market of cloud data applications and isn't eight out of $10 dollars being spent on Oracle. Why would you go off to that. And, we're like, guys that's today. Where the puck is going. The puck is going towards the cloud and cloud applications. And to answer your question, we've found beautiful beautiful excellent product market fit. A little bit about the company. >> John: What's the use case? >> We're just classically going backup in recovery use cases. Built for cloud native applications. So, for example, I talked about the number one database in the cloud is MySQL. The number two database on prem is SQL Server. Take a guess on number two database in the cloud. It's MongoDB, they just went IPO two weeks ago. Number two database on Amazon is MongoDB. Who thought that five years ago? >> Well Lamp Stack its just open stores driving a lot of this action. >> So, I'll give you an example, one of our biggest, biggest customers which we're going to be announcing very soon, but take the liberty to share here, OpenTable. OpenTable, we are protecting OpenTable. 2.5 billion documents. That's yours and my reservation. That's your and my reservation that we make for a beautiful restaurant. >> Yeah, and if I change that reservation I've got to have that backed up, but want to bring it back. You guys are doing that. So what's the scale of the OpenTable? Ballpark it. >> So all their entire reservation applications. >> The whole thing. >> I probably will not talk about the datasets. You know, but their entire geo-distributed applications. You could be sitting in New York or you could be in London. >> And in which cloud are they using? >> They are all Google cloud, they're on prem. So they're truly private cloud and public cloud. So I call that a multi cloud data management space. They've a ton of stuff still on prem. They're not going to diverge away from that very quickly. >> What's the Google situation? Sam Ramji is over there doing a great job. Google Next is coming up soon, next year. Great traction, but still people aren't considering Google as the white glove service because, well, Amazon's not really known for that either, but at least they have a lot more, thousands more customers than Google does. >> Yeah so I think that the problem is twofold, in my humble opinion. Or the observation is twofold. One, I think Google needs to amp up their game around cloud and cloud messaging. You open Amazon AWS.cloud website, and you open GCP website, you could just see the differences. How Amazon talks about cloud. You're still selling compute storage network, but they talk business agility. What took a month for SQL Server now takes two hours. That's what you're selling, right? >> You're selling speed and you're selling automation, and you're selling value. >> Orchestration. So I think Google has to amp up their game, and amp up their game around that. >> Are they too technical, too geeky? >> Too nerdy, too geeky and still talking about infrastructure. >> Yeah sure, and I think Sam knows that too. >> And I think second part, which is, you know, they absolutely need to amp up their game not go head on and follow Amazon, find the newer applications and new use cases, where they can go ahead of Amazon. Whenever you're playing Art of War, either you can follow somebody or you go establish your own base. >> If they go frontal attack on these guys they'll lose, they've got to play the shadows. I think they can slingshot around them. I think the developer traction they have is strong, even though Amazon's got strong developer traction. Google's got some goodness with TensorFlow, they've got some great technology, but they've got to stop the game of we're Google, go with us. Enterprises don't work that way even though I get why they say that cause it's true. At some level from a alpha geek perspective, but this isn't the land of alpha geeks, these are real people that have jobs and enterprise IT that won't transform. >> They're real enterprises, who have real DBAs, and real server admins who really care about data services. Going back to the comment-- >> Not just the shiny new toy. I need reliability, proof. >> I want durability of this data. Don't just tell me I can get compute 10 times cheaper than Amazon. That's not what I care about. Change my, talk my language. I care about data services. I called data driven enterprises. >> Okay, as you guys go out and talk to customers, give me the anecdotal view of the landscape of customers. Because obviously the earnings came out. We saw, again, Amazon continuing to do well. But they've got some competition. We just laid and unpacked that. Customers now see this. What's kind of the the conversations in the boardrooms, and then in the trenches in IT and enterprise as they transform because IT is not a department anymore in the future enterprise. It's now a fabric of all things in cloud native. What are the conversations? Are they slowing down, obviously they want to go faster, is it a personnel issue? What are some of the conversations? >> I'll give you real example. We presented recently to a big, massive federal government agency. We cannot take their name out of legal. >> John: They spend a lot of money. >> Out of Washington, D.C. out here in the Bay area. >> CIA. Or, NSA. >> You're looking at the start-ups in the Bay area, and they were like, look why had we ever adopted the IBMs, the mainframes, and the EMCs, and the Dells of the world. We also know the wealth of the innovation is here in Silicon Valley. Right, so they come out once a year. And I can tell you, John, spending two hours that we did with them earlier in the week, and they are accelerating their journey to the cloud. Things that were foreign terms like micro services, that's how they want to build these federal agencies now. Every application has to have microservices. They are not truly there. I'll tell you that. They are not there, but that is top of mind for the CIA. >> And gov cloud has grown very fast, fedramp, all these services. >> Amazon called it Commercial Cloud Service, c2s, built for the government. And that entire team was here. >> Well Tarun great job. Congratulations on your opportunity we just talked about. Datos.IO. You guys, it's Datos.IO if you want to check out the website. You're going to be at Reinvent, you're going to come on theCUBE, we'll be there with two sets. Again, I have 50, you're doing Amazon, love the community there, they do a great job, Andy Jassy comes on, great group, Trace Carlson, among others. What are you expecting to see this year at Amazon? Besides the fact that it's going to be crowded and certainly the show of the year in terms of cloud. >> Momentum, they're going to accelerate the momentum. The amount of services they're planning to announce from, because we work with the team very closely, and the amount of acceleration they're showing, the new partners coming on board, and the partners like us who had one customer, and now we have 20 in Amazon cloud. You know, we just became an advanced technology partner, they understand that. >> So you're happy with how they're working with partners? >> Oh we love Amazon team. We became an advanced technology partner. They drilled us down for three months to prove themselves, yes, Datos can run on their infrastructure. You know, they want to go fast, but they want to go diligent fast. >> Yeah, we love Amazon too, of course. Our crowd chat solver's on their website as a case study using some of their stuff. Thanks so much for coming on, your final thoughts. Earnings, cloud, where are we? >> This is unstoppable force. It's an unstoppable force, we're in the first innings. There's so much opportunity ahead of us. And we couldn't have picked a beautiful market to than what we did. >> And true private cloud as we keep pointing out, turns out that's playing out. On prem activity's high. Your thoughts on on prem? True private cloud? >> It's going to survive, it's going to survive. But it's not going to be the growth place. >> But we think it will grow with the SaaS. >> With the Saas, I agree, but infrastructure. Infrastructure is not going to be growing. So that's our two cents, but you know, we'll be back in a couple of weeks, we have a phenomenal exciting product launch coming up. >> I just tweeted on Twitter this morning $1.5 billion is going to be coming out of on premise, non-differentiated labor operations. Which basically means, the rack and stacking some of these jobs are going to go away. But the growth is in automation, AI, and machine learning, and some SaaS tooling. >> Cloud applications. >> Cloud operations business models growing on premise. >> And those dollars are going to leak to the cloud. >> Yeah, and cloud, it's all to the cloud. Tarun, thanks so much. >> Thank you. >> Co-founder and CEO of Datos.IO. I'm John Furrier here for CUBE Conversation in Palo Alto at our studios, thanks for watching. (techno music)
SUMMARY :
earnings in the industry, and also all the mega trends you guys are on the cutting edge, the numbers up but we all know what's going on there, but kind of not in the pure infrastructures of service. It's not the second or the third. is the world's largest, one of the world's largest, and then they go big. I looked at all the earnings, and again, I mean look at the compute that's going on, Right, and so that's the second point that But, you know, having versus really truly-- a fake cloud, but a lot of people are calling Larry is the only one that hasn't come on theCUBE. They're in the Cloud Native Foundation now. Oracle's not getting the job done because in the cloud that Amazon claims openly is MySQL. Cause they still control a lot of databases. it's the cloud enabled applications. So it's like the classic example but Oracle still has the database market. and the applications that will be built on top of this, and they're not going anywhere. Alibaba cloud is now coming to the US in San Mateo, and DIA's of the world too. and got some government controls in there to get Look at the Didi's growth. because GDPR's coming right around the corner. I mean, how are you looking at this? some of the decisions we made back four years ago database in the cloud is MySQL. driving a lot of this action. but take the liberty to share here, OpenTable. I've got to have that backed up, but want to bring it back. You could be sitting in New York or you could be in London. They're not going to diverge away from that very quickly. Google as the white glove service because, Or the observation is twofold. and you're selling value. So I think Google has to amp up their game, and still talking about infrastructure. And I think second part, which is, you know, but they've got to stop the game of Going back to the comment-- Not just the shiny new toy. That's not what I care about. What's kind of the the conversations in the boardrooms, We presented recently to a big, massive and the Dells of the world. And gov cloud has grown very fast, c2s, built for the government. Besides the fact that it's going to be crowded and the amount of acceleration they're showing, You know, they want to go fast, Thanks so much for coming on, your final thoughts. to than what we did. And true private cloud as we keep pointing out, But it's not going to be the growth place. Infrastructure is not going to be growing. But the growth is in automation, AI, Yeah, and cloud, it's all to the cloud. Co-founder and CEO of Datos.IO.
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Dr Min Wanli, Alibaba | The Computing Conference
>> Announcer: SiliconANGLE Media presents theCUBE! covering Alibaba Cloud's annual conference, brought to you by Intel. Now here's John Furrier.... >> Hi I'm John Furrier, with SiliconANGLE, Wikibon and theCUBE. I'm the co-founder based in Silicon Valley, California, Palo Alto, California, and I am here in Hangzhou, China for the Alibaba Cloud conference in Cloud City, it's the biggest cloud computing conference here in China. I'm excited to be here with Dr. Min Wanli, who's the Chief Data Scientist and General Manager of Big Data division at Alibaba Cloud. Dr. Wanli, thank you for spending time. >> Thank you for having me. >> We have seen a lot of data in the conversation here at the show, data technology's a big part of this new revolution, it's an industrial revolution that we've never seen before, a whole 'nother generation of technology. What does data technology mean to Alibaba? >> Okay, it means everything. So first off, our internal technical speaking, it's technology handling massive real-time data and streaming data, and that's of different variety. For instance the app for the mobile app, for system knock, the customer behavior, they click, and they click browsing of the digital image of each merchant and asking for the price and compare against another similar product. All these behaviors are translated as data, and this data will be further merged with the archived data and try to update the profile of this customer's interests, and then try to detect whether there's a good match of they current merchant with the customer intent. If the match is good, then will flash this to the top priority, the top spot. So that try to increase the conversion rate. So if the conversion rate is high, then our sales is high. So DT, data technology means everything to Alibaba. >> It's interesting, I find my observation here, it's so fascinating because in the old days, applications produced data, that was stored on drives. They'd go to data warehouses, and they'd analyze them. You guys, in Alibaba Cloud are doing something fundamentally different, that's exciting in the sense that you have data, people call it data exhaust or data in general, but you're reusing the data in the development in real-time. So it's not just data exhaust, or data from an application. You're using the data to make a better user experience and make the systems smarter and more intelligent. Did I get that right? >> Exactly, exactly. This is a positive feedback loop, in a way, so in the old-fashioned way, you archived the data for offline analysis and for post-event analysis, and trying to identify whether there's any room for improvement. But that's fine. But now people cannot wait, and we cannot wait. Offline is not enough. So we have to do this in real time, online, in a feedback version, in search of a way that we could capture exactly at the right moment, understand the intent of the customer, and then try to deliver the right content to the customer on the fly. >> Jackie Ma, or Jack Ma, your boss, and also Dr. Wong who I spoke with yesterday, talk about two things. Jack Ma talks about a new revolution, a new kind of industrial revolution, a smarter world, a better society. Dr. Wong talks about data flowing like a river, and you hear Hangzhou as an example, but it highlights something that's happening across the world. We're moving from a batch, slow world with data to one that's in motion and always real time. They're not necessarily mutually exclusive, but they're different. A data lake or a data river, whatever word you want, I don't really like the word data lake personally, I think it means, it's batch to me. But batch has been around for a while. Real time mixed streaming. This is something that's happening, and it's impacting the architecture and the value proposition of applications, and it's highlighted in Internet of Things, it's highlighted in examples that we're seeing that's exciting like the ET Brains. Can you share your view in your project around ET Brains, because that is not just one one vertical. It's healthcare, it's industrial, it's transportation, it's consumer, it's everything. >> Yeah, good question, so first of all I concur with you that data lake already exists, will continue to exist, because it's got its own value because our ET Brain for example, actually emerged from data lake, because it has to learn all the benchmark, the baseline model, the basic knowledge from the existing archive data, which is a data lake. However, that's not enough. Once you have the knowledge, you have the capability but you need to put that in action. So we are talking about data in motion, data in action. How do we do that? So once you have the training example, all the training data from data lake, and you train the brain, the brain is mature enough and in the next step you want to push the brain coupled with real-time streaming data, and then to generate real-time action in real-time manner in preemptive way, rather than posting in a reactive way. So for example, in transportation and travel, T and T, travel and transportation, and traffic management. So currently, all the authorities, they have access to real-time information, and then they do a post-event analysis if there's a traffic jam, and then they want to do some mitigation. However, the best scenario is, if you can prevent the traffic jam from happening in the first place, right, how can you foresee there will be, there would be, there could be traffic jam happen in 10 minutes from now, and then you take a preemptive strike, and then try to prevent that from happening. That's the goal ET Brain, in traffic management want to achieve. Like for example, you see the ambulance case, and once the ET Brain receives the message say the ambulance is going to go to Point A, pick up a patient, and carry that patient, rush them to Hospital B, and then it immediately calculates the right routing, the driving direction, and the calculate the ETA to every intermediate intersection and then try to coordinate with the traffic lights, traffic signal. All this systematic integration will create on demand a green wave for ambulance, but in the past ambulance is just by the siren, right. >> Yeah, this is fascinating, and also I'd like to get your thoughts, because you bring us something that's important, and that is, and I'd like to connect the dots for the audience, and that is, real time matters. If you're crossing the street, you can't be near real time, because you could get hit by a car. But also latency's important, also the quality of the data is good. I was talking to an executive who's laying out an architecture for a smart city, and he said, "I want the data in real time," and the IT department said, "Here it is, "it's in real time", and he says, "No, that's last year's data." And so the data has to be real time and the latency has to be low. >> Exactly. I completely agree. The latency has to be low. Unfortunately, in the current IT infrastructure, very often the latency exist. You cannot eliminate that, right? And then you have to live with that, so the ET Brain acknowledge the fact, in fact we have our own algorithm designed in a way that it can make a shortened prediction. So based on five minutes ago data, the data collected five minutes ago, and then it can project the next five minutes, next 10 minutes, what would be the data, and then use that to mitigate, or to conquer, to offset the latency. So we find that to be a good strategy, because it's relatively easy to implement, and it is fast and efficient. >> Dr. Wanli, fascinating conversation. I'd like to get your thoughts on connecting that big data conversation or data conversation to this event. This is a cloud computing event. We at theCUBE and SiliconANGLE and our Wikibon research team we go to all the events. But sometimes the big data events are about big data, Hadoop, whatever, and then you have cloud, talking about DevOPs, and virtual machines. This conference is not just a siloed topic. You have cloud computing, which is the compute, it's the energy, it's the unlimited compute potential, but it's also got a lot of data. You guys are blending it in. >> Exactly. >> Is that by design, and why is that important? >> It's by design. Actually, you cannot separate cloud from data, big data. Or you cannot talk big data without referring to cloud, because once the data is big, you need a huge computation power. Where does that come from? Cloud computing. So that means that data intelligence, all the value has to require a good technological tool to unleash the value. What's the tool? Cloud computing. For example, the first time IBM come up with a smart plan, a smart city, that's 2005 or 2006, around that time, there's no cloud computing yet, at the earliest emerging stage. And then we see what happens. And the smarter city and then gradually become IT infrastructure construction. But it's not DT, data technology. So they invested billions of dollars in the infrastructure level, and they collect so much data, but all the data become a burden to the government, to save, to archive the data or protect the data from hacking, right. Now, these days, if you have the cloud computing available, you can do real-time analytics to unleash the value in the first place, at the first moment you receive the data and then later on you know which data is more valuable, which data is of less value, and then you know how much you want to archive. >> Our Wikibon research team put out research this past year that said IT is no longer a department, it's everywhere, >> It's everywhere >> it supports your DT, data technology, it's a fabric. But one thing that's interesting going back to 2005 to now is not only the possibility for unlimited compute, is that now you're seeing wireless technologies significantly exploding in a good way, it's really happening. That's also going to be a catalyst for change. >> Definitely. >> What's your thoughts on how wireless connectivity, 'cause you have all these networks, you have to move data around, it has to be addressable, you have to manage security. That's a heavy load.\ what do you do, how are you guys doing that? >> Okay, very good question. We faced this challenge a couple of years ago, we realized that, because in Chinese domestic market, the users they are migrating from PC to mobile, and this create the mobile phone has wi-fi, right, so interacts with another AP, Access Point, right. So then how do we recognize our tracking, and recognizes ID identification, all this stuff, create huge headache to us, and this time, in this conference, we announce our solution for mobile, for mobile cloud. So what does that mean? So essentially, we have a cloud infrastructure product designed in order to do a real-time integration and do a data cleansing of the mobile data. I mean by mobile, and wireless as well. Wireless means even bluetooth, or even IoT, IoT solution also supported there. So this is a evolving process in the way. The first solution probably is less than perfect, but gradually, as we are expanding into more and more application scenario, and then we will amalgamate the solution and try to make it more robust. >> You guys have a good opportunity, and Alibaba Cloud certainly met with Karen Liu about the opportunity in North America and United States where I'm from. But Alibaba Cloud, and Alibaba Group, in the Alibaba Cloud has had a great opportunity, almost a green field, almost a clean sheet of paper, but you have a very demanding consumer base here in China. They're heavily on mobile as you pointed out, but they love applications. So the question I want to ask you is, and I'd love your thoughts on this. How do you bring that consumerization, its velocity, the acceleration of the changing landscape of the consumer expectation and their experience to small businesses and to enterprises? >> Ok, very good question. So user not just customer base, and the demanding customers in China trying to help us to harden our product, harden our solution, and to reduce the cost, the overall cost, and the economy of mass scale, economy of scale, and then once we reach that critical point, and then our service is inexpensive enough, and then the small and medium, SMB, small and medium business they could afford that. And in old days, SMB, they want to have access to high performance computing, but they do not have enough budget to afford the supercomputer. But these days now, because our product, our computation product, cloud product, big data product is efficient enough, so the total cost is affordable. And then you see that 80% of our customers of Alibaba, at least 80%, are actually SMB. So we believe the same practice can be applied to overseas market as well. >> You bring the best practices of the consumer and the scale of Alibaba Cloud to the small and medium-sized enterprises, and they buy as they grow. >> Exactly. >> They don't buy a lot upfront. >> Yeah, yeah, they buy on demand, as they need. >> That's the cloud, the benefit of the cloud. >> Exactly. >> Okay, the compute is great, you've got greatness with the compute power, it's going to create a renaissance of big data applications where you see that. What is your relationship with Intel and the ecosystem, because we see, you guys have the same playbook as a lot of successful companies in this open source era, you need horsepower and you need open source, what is Alibaba's strategy around the ecosystem, relationship with Intel, and how are you guys going to deal with partners? >> Yeah, first of all, so we really happy that we have Intel as our partner. In our most recent big data hackathon for the medical AI competition, and we just closed that competition, that data hackathon. Okay, very fascinating event, okay. Intel provided a lot of support. All the participants of this data hackathon, they do their computing leveraging on the Intel's products, because they do their image process. And then we provided the overall computing platform. Okay, this is a perfect example of how we collaborated with our technology partners. Beyond Intel, in terms of the ecosystem, first of all, we are open. We are building our ecosystem. We need partners. We need partners from pure technology perspective, and we also need partners from the traditional vertical sectors as well, because they provide us domain knowhow. Once we couple our cloud computing and big data technology with the domain knowhow, the subject matter expertise, well together the marriage will generate a huge value. >> That's fantastic, and believe me, open source is going to grow exponentially, and by 2025 we predict that it's going to look like a hockey stick. From the Linux foundation that's doing amazing work, you're seeing the Cloud Native Foundation. I want to get your thoughts on the future generation. >> Yeah, you mean open source? >> The future generation that's using open source, they're younger, you guys have tracked, you know the demographics in your employee base, you have a cloud native developer now emerging. They want to program the infrastructure as they go. They don't want to provision servers, they want the street lights to just work, whatever the project, the brains have to be in the infrastructure, but they want to be creative. You're bringing two cultures together. And you've got AI, it's a wonderful trend, machine learning is doing very well. How do you guys train the younger generation, what's your advice to people looking at Alibaba Cloud, that want to play with all the good toys? You got machine learning, you got AI, they don't want to necessarily baby, they don't want to program either. They don't want to configure switches. >> Yeah, very good question. Actually this is related to our product strategy. So in a way, like today we announce our ET Brain, so we are going to release this and share this as a platform to nurture all the creative mind, creative brains, okay, people, trying to leverage on this brain and then do the creative job, rather than worry about the underlying infrastructure, the basic stuff. So this is that part which we want to share with the young generation, tell them that unleash your creativity, unleash your imagination, don't worry about the hard coding part, and we already build the infrastructure, the backbone for you. And then image anything you think possible and then try to use ET Brain, try to explore that. And we provide the necessary tool and building blocks. >> And the APIs. >> And the APIs as well, yes. >> Okay, so I want to get your thoughts on something important to our audience, and that is machine learning, the gateway to AI. AI, what is AI? AI software, using cloud. Some will argue that AI hasn't really yet come on the scene but it's coming. We love AI, but machine learning is really where the action is right now, and they want to learn about how to get involved in machine learning. So what's your view on the role of machine learning, because now you have the opportunity for a new kind of software development, a lot of math involved, that's something that you know a lot about. So is there going to be more libraries? What's your vision on how machine learning moves from a bounded use case to more unbounded opportunities, because, I'm a developer, I want the horizontally scalable resource of the cloud, but I'm going to have domain expertise in a vertical application. So I need to have a little bit of specialism, and I want the scalability. So data's got to move this way and it's got to be up this way. >> Yes, yeah, okay, let me put it this way. So first off, for people who are really interested in AI, or they want to work on AI, my recommendation first of all, you got to learn some mathematics. Why, because all the AIs and machine learnings is talking about algorithms, and those algorithms are actually all about math, mathematics, the formula, and also the optimization, how to speed up the convergence of the algorithms, right. So all this maths is important, okay. And then if you have that math background, and then you have the capability to judge or to see next, which algorithm, or which machine software is suitable to solve the vertical problems. Very often the most popular algorithm may not be the right one to solve the specific vertical problems. So you're going to the way, capability to differentiate and to see that and make the right choice. That's the first recommendation. The second recommendation, try to do as many type of examples as possible, try to get your hands on, don't stop at looking at the function specification and oh, this is a function and input, output, da da da, but you need to get your hands dirty, get your hands on the real problem, the real data. So that you can have a feeling about how powerful it is or how bad or how good it is. Once you have this kind of experience, and then you do have capability, you gradually build up a cumulative capability to make a right choice. >> This is fascinating, Dr. Wanli, this is fantastic. I want to follow up on that because you're bringing up, in my mind I can almost see all these tools. There's an artisan culture coming on. You're seeing that. Dr. Wong discussed that with me yesterday. Artisans meeting technologists, scientists and creatives. UI, we're seeing evolutions in user experience that's more art. And so culture's important. But the machine learners of the algorithms, sometimes you have to have a lot of tools. If you have one tool, you shouldn't try to use tools for other jobs. So bring this up. How should a company who's architecting their business or their application look at tooling, because on one hand, there's the right tool for the right job, but you don't want to use a tool for a job that it's not designed for. To your point. Tools, what's your advice and philosophy on the kinds of toolings and when to engage platforms, relationship between platforms and tools. >> Okay, then put it this way. So, this is a decision based on a mixture of different criteria together. So first of all, from technology perspective, and secondly from the business perspective. From technology perspective I would say if your company's critical competence is technical stuff, and then you've got to have your own tool, your own version. If you only rely on some existing tool from other companies, your whole business actually is dependent on that, and this is the weakest link, the most dangerous link. But however, very often to develop your own version of the tool takes forever, and market wouldn't give you so much time. And then you need too strike a balance, how much I want to get involved for self development and how much for in-house development, and it's how much I want to buy in. >> And time. >> And time as well, yes. And another one is that you've got to look at the competitive landscape. If this tool actually has already existed for many years and many similar product in the market, and the problem is not a good idea to reproduce or reinvent, and then you're going to why not buy it, you take that for granted. And it think that's a fact, and then you build a new fact, right. So this is another in terms of the maturity of the tool, and then you need to strike a balance. And in the end, in the extreme case, if your business, your company is doing a extremely new, innovative, first of a kind study or service, you probably need some differentiate, and that differentiator probably is a new tool. >> Final question for you. For the audience in America, in Silicon Valley, what would you like to share from your personal perspective about Alibaba Cloud that they should know about? Or they might not know about and should know about. >> Okay, 'cause I worked in the US for 16 years. To be frank, I knew nothing about Alibaba until I came back. So as a Chinese overseas, I'm so ignorance about Alibaba until I came back. So I can predict, I can guess, more or less, in the overseas market, in US customers, they probably know not that much about Alibaba or Alibaba Cloud. So my advice and from my personal experience, I say, first of all, Alibaba is a global company, and Alibaba Cloud is a global company. We are going to go global. It's not only a Chinese company, for example. We are going to serve customers overseas market in Europe and North America and Southeast Asia. So we want to go global first. And second, we are not only doing the cloud. We are doing blending of cloud and big data and vertical solutions. I call this VIP. V for vertical, I for innovation. P for product. So VIP is our strategy. And the innovation is based upon our cloud product and big data product. >> And data's at the center of it. >> Data is the center of this, and we already got our data technique, our data practice from our own business, which is e-commerce. >> And you're solving some hard problems, the ET Brain's a great playground of AI opportunity. You must be super-excited. >> Yeah, yeah, right, right, okay. >> Are you having fun? >> Yes, a lot of fun. Very rewarding experience. A lot of dreams really come true. >> Well, certainly when you come to Silicon Valley, I know you have a San Mateo office, we're in Palo Alto, and this is theCUBE coverage of Alibaba Cloud. I'm John Furrier, co-founder of SiliconANGLE, Wikibon research and theCUBE, here in China covering the Alibaba Cloud, with Dr. Wanli, thanks for watching.
SUMMARY :
brought to you by Intel. it's the biggest cloud computing conference here in China. We have seen a lot of data in the conversation here So if the conversion rate is high, then our sales is high. and make the systems smarter and more intelligent. so in the old-fashioned way, you archived the data and it's impacting the architecture and in the next step you want to push the brain and the latency has to be low. And then you have to live with that, it's the energy, it's the unlimited compute potential, in the first place, at the first moment you receive the data That's also going to be a catalyst for change. it has to be addressable, you have to manage security. and do a data cleansing of the mobile data. So the question I want to ask you is, and the demanding customers in China and the scale of Alibaba Cloud to the because we see, you guys have the same playbook All the participants of this data hackathon, and by 2025 we predict that it's going to the infrastructure, but they want to be creative. and then try to use ET Brain, try to explore that. and that is machine learning, the gateway to AI. and then you have the capability to judge for the right job, but you don't want to use a tool and secondly from the business perspective. and the problem is not a good idea to reproduce what would you like to share from your personal perspective And the innovation is based upon our cloud product and we already got our data technique, the ET Brain's a great playground of AI opportunity. Yes, a lot of fun. here in China covering the Alibaba Cloud,
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