>> Hello, everyone. This is a special presentation of the Cube. We're here in London at eight of us, one of eight of US locations in London. My name is Dave Volante and the Q We go, we'd like to go out to the events. We extract a signal from the noise and we've been following the ascendancy of a ws public sector from its early days. If you go back to two thousand thirteen, there was a significant moment in the history of eight of us where it won CIA contract a very large contract. CIA. It was contested by idea. My bm was used to kind of the what sometimes called the old guard the legacy companies used to selling into the government big, big contracts. And here comes this start up essentially eight of us taking away government business with CIA no less huge, huge contract. Well, IBM contested it. Judge Wheeler ruled against IBM for eight of us. And when reading that ruling, it was clear that the eight of US platform was superior to the IBM platform. He laid out the essentially the components of the R F P and the line by line and showed that a ws was the winner and virtually all of the line items. I think there was parody and won the reason why that was so important. It was that there were several factors there. One, It was a major milestone event. No, only Frito. Eight of us. But for cloud in general, if you think about security Ah, CIA, obviously very security conscious. It was the recognition that cloud actually could be more secure than on premises infrastructure. So the government was actually one of the first to kind of realise that and lean into that as a side effect, IBM had to go out and spend two billion dollars on soft layer toe actually compete in the cloud market Plys. So you had all these ripple effects Fast forward today to two thousand nineteen. You have the jet icon to contract a joint enterprise defense initiative. It's a ten billion dollar contract. A ws is in the lead for that contract. Oracle again another old Guard company has contested. And when you look through when when a company contests these bids, a whole lot of public information comes out. What? What the information suggested was that a single cloud the D o d determine that a single cloud was more secure, less complex and more cost effective. And so Oracle contested the the likelihood of an award to a single company because government contracts usually are awarded to multiple vendors. But in this case, because it's so critical tohave the data in one place so that they can serve the field better and responded the field better, the D o. D decided to use a single cloud. So oracles, you know, throwing off all rights of muck into the ring. Ah, basically asking the General Accountability Office to look at it. They did, Ggo said. If we're going to go with the D. O. D s decision, the D. O. D itself did an internal investigation. Now it's narrowed down to two vendors eight of us and Microsoft, and we believe that eight of us is the leading contender. Why is that? It's because eight of us says the most services. It's the most advanced, the highest levels of security and certifications within the government that are necessary to win these types of contracts. Why don't I spend so much time on these things? There's a two milestone events, the CIA contract in two thousand thirteen and what will soon to be the Jet I contract in two thousand nineteen. And what we're seeing is Amazon Web services, a thirty billion dollars run rate company growing at forty plus percent per annum. It's just a massive flywheel effect that we always talk about on the Cube. So we're here in London because we wanted to see how the public sector activities of Amazon are translating into the European markets. So we're here at a special public sector mini summit, if you will. There's a healthcare predate going on. This is ahead of the eight of US London summit, and we're siphoning off a number of the practitioners in and and startups software companies. Eight of US partners in the health care industry, as well as a WS executives particularly focused on the public sector today. So we're doing this sort of. We followed the career of Teresa Carlson for a number of years, seen the ascendancy of a ws public sector. We've covered ah, public sector summit in D. C. We flew to Bahrain last year. John Fairy of my business partner did the Bahrain summit. Bahrain was the first country in the Middle East to declare cloud first. So ah, critical location in the Middle East and you're seeing it now. Europe across a number of industries, obviously n hs than Ethan's. National Health Service is a very prominent in in the UK in a in a big consumer of services all kinds of startups and other software companies trying to sell and helped transform The N H s N hs has ah put forth a half a billion dollars nearly a half a billion dollar pound initiative on modernization. Ah, lot of that modernization is evolving the cloud. So the cube is here. We're trying to peel back the onion, understand what's going on here. Who were the winners? Who was going to get affected? Practitioners of startups, CEOs, nonprofit organizations, NGOs, executives from a ws and across the industry. So we'LL be here. We have three events this week in Ah in London here today at eight of US headquarters in London. Ah, tonight we have an impact investor event and then tomorrow we're at the eight of us Summit in AA in London at the XL Center. So keep it right here. Watch this channel. Check out silicon angle dot com For all the news, check out the cube dot net, which is where we host all these videos. And of course, we could bond downward for all the research. So thank you for watching and keep it right there. And you're watching the Cube this day, Volante.

>> live from London, England. It's the queue covering a ws summat London twenty nineteen, Brought to you by Amazon Web services. >> We're at the A. W s summits here in London, at the XL Center there are thousands and thousands of delegates here looking to see the future for their own technologies on what Kyle will hold for them, as well as lots of the other established players here. There are plenty of startups. I'm just down the street and this is my co host, Dame Ellen. We're gonna be talking to a few of the startup founders who are with us here on the Cuban. It's great to have you here. So first up, Hu Pei jin, Who is that? The co founder of the three d mapping based service. And this is called Escape Technologies, but also chanting Jane. And you are the co founder. A swell founder, I believe is it found it found in co founder ofyour organization called Kwan. Now let me festival starts talking to Jan Di and about what you do because you're offering a service to financial services. Are you on helping them with machine learning? Teo, try and offer the best portfolio managers for wealth investment. How does it work? What you're offering? >> Yes, our platform basically allows traders, portfolio managers, asset managers who want to make smarter investment decisions to build machine learning models. To do this Theo idea is that data driven investing should help funds make more profits for themselves and their clients. But there's not enough data, scientists, King data scientist who can actually do more good for them. And we address this lack of talent by using a community of data scientist people who come from outside of finance to help them crowd to help fund managers crowdsource model, using their intelligence, their talent. So the process is really simple. Clients come to us with what we like to call an investment problem or a finance problem. We take that problem and convert it into a pure matter. And she learning problem. That's someone who is not from finance, can understand and soil >> so really interesting. You say that because I've spoken to other founders of other data companies who say, for example, be looking at the stars for their main bread and butter. But then Khun transfer those skills and astronomy to the financial sector and those types of people that you're trying to harness their skills. >> Yeah, exactly. So our community is made up of people who work at tech. Companies at Google and Amazon have sport off people who are putting graduate program and computer science and math machine learning, but don't necessarily know finance. And the idea is, can you make this problem than two problems? Can you make finance problem into problems that this community of data scientists really smart data scientists understand without needing to know finance? >> It's interesting that it lord, because ofthe a lack of of data scientists, Really? But do you think if you eliminate all the kind of heavy lifting out of what you do in the future, though, will be a need for fewer data? Scientists? >> I don't think we need to fut the scientist, but they wouldn't be a need for reform Toe have in house teams. They will basically be able to. A data scientist working in an unequal miss company should be able to solve problems of a finance company. The scientists working in uber should be able to solve problems for a hedge fund because we're building this translator that can allow knowledge from anywhere to be used to solve any kind of problems. >> Okay, let me talk to you because you do three d mapping services. Why do you think these are essential for technologies large and small? Going forward, >> Esso and every future industry in the future is going to have some autonomous aspect to it. So if you think about Atanas vehicles, ever think about delivery Jones. These are going to be machines. They're going to be acting autonomously in human like environments, and they're going to make decisions based on purely what they're observing with hardly human in between. So the only way that this can happen intelligently and safely is if those machines also have a human like understanding ofthe human like environment, just like you humans. So while we are providing these things, machines with Is that human like understanding and the first service that we're building towards that is a visual positioning system to provide the machines with the ability to answer the question. Where am I now? The only way that you can provide official positioning system is this. If you also have a visual map off of the world on this math needs to be updated in real time. So for every future industry, having a real time update version off the real world is fundamental. That's the pinnacle around. Every single every single decision that autonomous agent is going to make is going to be based upon this map. >> So this map was really value Peace Corps piece, um, that we're building. So I've often wondered if people talk about autonomous cars, but we don't have things like autonomous cart's right now. People will say, Well, an Amazon warehouse would have that. But there, following beacons or stripes, Yeah, what you're talking about is potentially taking >> us to the point where you can break that barrier. Is that fair? Exactly. And for warehouses, I would forever advice to use those beacons. Because warehouses are pre pre massaged environments, you define what the environment looks like. Whereas humans we walk around in cities, in nature and all these places that are not pre processed, we have to take our cues from the visuals that we observe. So if you go back to your hometown, for example, you observe a Starbucks logo Starbucks logo and observe our street sign, you might be able to very opposition based on those visual visual cues. Even though the environment itself was not pre processed to provide those cues, the cues are already in the nature. So >> we've heard that there have bean in these trials that have bean accident. There's a limit that is >> Oh, yeah, totally. So at the moment, they're sure are accidents, But you are a human. You can navigate properly with any human environment, using your visual sense it your eyes. Therefore, any machine will, in the future only need that visual sensor as well. So only a camera to navigate around the world were seeing great great progress on the neural networks, deep learning as well as on the geometry and visual image processing, like the type of computer vision that we do that are making so much progress that guaranteed a couple of years from now, the devices will have the understanding off the world like humans do. And we'LL be able to make decisions even better than humans do because they don't got there. They don't get tired. They don't need coffee. S o. B. Guaranteed. More safe than any human knowledge. It's Sunday, and you probably hate the term robo investing, right? But but it sounds like you're doing that form of machine investing for and with hedge funds is that isn't fair. And is your background finance data science or both? >> Both. Actually, I studied engineering, but I started working as a trader of infidelities trading company in Chicago. On that I started with them. We were very old school discretionary, you know, a couple of very senior guys who were making everything based on their past experience and that contusion about the market. On my time with them, he started shifting from this manual human process driven trading to something that was more systematic, inconsistent again. That's where the whole idea >> for all >> Kwan came from. I saw firsthand the benefits that making your trading more data driven more model and algorithms driven could have >> unique. You probably hate this trump to your unicorn, but I'm guessing you guys have no it shop is You're right. It is in the cloud. Is that writer OK, >> it is, you know, straight onto the cloud todo in that started. You didn't exist before. >> Yeah, yeah, Waylon Street in the club. >> And you got a team of developers. They program infrastructure. Totally. >> Yeah. We have a team off for developers and the city of totally tech team of five based out of India. We have a developed sky who basically runs everything for us. Our website, Our platform where the data scientist party prision where our clients see the mortals where client fronts for data to us and where our machine learning computations run >> right three t mapping used to buy a box the Unix box, maybe get a database mother software. Yeah, so we're in scale were thought of as well, right? So when we what you need is the process. If you want to create a three d map off even a city but we have to do is run eight hundred GPS in parallel, blasting through imagery data. Now, this is impossible. If we as a starter had to buy a GPU wreck right from the bat, we would have been bankrupt even before we started. So, like being able to spin up GPU servers in the cloud and also killing them after we're done with them say there's a lot of money but also provides so much flexibility for us to do prototyping and two on DH to make everything affordable and east implement with very, very small team of very talented system. >> It's a real kind of pick and mix approach. Just what kind of services do I need to get off the shelf? And then it happened to you? >> I think one of the great things that a US has been able to do infrastructure used to be a very dusty and tangled industry on one of the beauties that Davy was able to do is actually product eyes, product, eyes, infrastructure. So you can now actually pick and choose different products from the idea of a library and put them together, connect them, tied him up very, very cleanly. With a very small team, I create something that is just accedes. Any expectations from a start of twenty years ago. So why, why eight of us? A lot of other clouds out there who has got a good cloud. Microsoft has a big cloud. Why did you guys migrate or moved to eight of us not moved to start with a W s. How was that decision made? >> I mean, we started with eight of us because we were gonna start a program a date afterwards. But then we just really liked the support that we got a way. We had access to someone twenty four seven. We had a dedicated person who was helping us on DH. We were just starting out. So the first time interacting with a cloud infrastructure, uh, the support was greater than the pricing will go great. For a start, it would have to say that's just a start of ur cost sensitive and the ability to turn on on and off services as and when we need them. I think that was fantastic. >> Does it concern you that we've heard a lot about how the cost of services has come down quite a lot? There's a lot of Costco going, but in the future, if you're overly reliant on your provider, can that put you into a corner? >> I mean, you get into troubles if your spotify skill, but as a start of the environment that ate us created for startups to flourish, is incredible. The amount of I think you have the same, like we receive a huge amount of credits just for starting. So if you raise a seed round of money which is, let's say, one million U. S. Dollars. US puts one hundred thousand worth of credit. On top of that, that's ten percent extra funding for free provided. Wait. Oh, yes. Furthermore, they have this great architects. The help you out with all the questions that you might have if this is the first time that you are actually designing a whole our detector around a data processing apartment or an FBI or a Web platform? Very, very supportive. What was that? What's the one thing a ws would could do to make your life easier? If you're sitting here with Andy Jassy, what would you tell him? >> I mean, it's already fantastic. It's made our life so much easier. I really don't think of anything that could have gone better. >> Really? Nothing. I mean, you had reduced the cost even way prices. >> Okay. Well, thank you so much for talking to us about your experiences here on the Cube. Who? Heiner. Thank you. Co founder of Escape. And also it'LL really, Jane, it's really be fascinating to hear how you've grown your businesses. So I really appreciate you joining us here with me. Damayanti here at eight Ws summits in London

>> Narrator: Live from London, England. It's theCUBE. Covering AWS Summit London 2019. Brought to you by Amazon Web Services. >> Hello and welcome to the AWS Summit here at the XL Center in London. I'm Susannah Streeter and Dave Vellante is my co-host on The CUBE today. So much to talk about. It is immense this Summit. Thousands upon thousands of attendees talking about everything to do with the Cloud, of course. AI machine learning, but privacy keeps coming up again and again. And I'm please to say that Bill Mew is here. He's a privacy campaigner and tech consultant and is now CEO of crisisteam.co.uk. Now Bill, we have talked a lot really about the growth of AWS and also the start-ups using the public Cloud. It's interesting that that growth is intensified even though the GDPR regulations came into force and right now lobbyists are really hard at work, 6aren't they? Particularly in the United States trying to limit the impact of coming regulations. Do you think that they'll be successful? >> Well, I think there was a big argument when we first looked at the introduction of regulation around privacy and sort of ethical issues. But it would be a big restraint on innovation and I think what we're seeing here at this AWS Summit is the fact that innovation is well, and it's alive, and it's really healthy and there's a great deal happening. We just need to be careful with what we do with people's data and there's a very good reason for this. It really matters to people. You, me, people in the street, consumers. Number one issue, now, for most people is security and privacy and how their data is handled. It's interesting that only six months, eight months ago, if you surveyed the same group of people, they might have said diversity or sustainability. Now, because of a number of the horror stories around data breaches, the number one issue out there is now how their data is handled. And therefore, companies need to take it very seriously. And obviously AWS has got an enormous infrastructure and it's claiming that it's GDPR compliant in the way it handles it's own data. But there are a lot of people that host on its platform and they're sometimes vulnerable. So, what I'm doing is I'm helping to influence where some of the regulation is going to try and head things off, to ensure we have the right balance between meaningful protections because that needs to be in place, but ensuring that meaningful protections don't hinder innovation or economic and social value. But at the same time, I also work, I was apart of the crisis team with some of the top lawyers in Cyber Law and a whole bunch of crisis management experts, or ex UN or whoever, and we help step in when things go wrong for companies. Not only helping them come together with a legally defensible position, helping them communicate it effectively, and actually across our social media campaign and our reach and some of the other channels like this that we use, we help to counter some of the hysteria and misinformation that is often inevitable in that type of situation. So, there's a whole spectrum there and an enormous scope for debate. >> So you're talking there about fake news in particular, are you? >> Well, I think that when a story breaks there can be a lot of misinformation about exactly what happened. Things can get a little bit out of hand and hysteria can take off. You can talk about alternative facts, you can talk about hysteria, you can talk about fake news. What we try and do is not only help companies formulate what is likely to be the most realistic defensible position they have, but also to make sure that they're countering some of the really terrible hysteria that can occur at a time when typically their own credibility in the market is an all time low. And maybe there are, if you've got some credible privacy campaigners, some real thought leaders in the market who can step in and say, "Hold on guys, look, there's a little bit of reality we need to touch on here. This isn't quite what happened, this may have happened, and this is what they're doing to try to address it". Then maybe we can counter some of that hysteria. We can help people who might be unduly concerned, and also we can help protect some brands out there that are sometimes facing a lot of reputational harm. >> So Scott McNealy famously said one day that, he was the former CEO of Sun Microsystems, a very successful company that was sold to Oracle, but he said, "There is no privacy in the internet, get over it". And that was before social media took off. Social media obviously has affected this discussion. But, for years, and still, people put stuff on the social channels that is absurdly private. Yet, it's open for the public. So- >> Yeah, but I think there was a level of naivety once upon a time. If we were to ask a number of questions a while ago about privacy, I think people would not be really too concerned, but they've seen some of the breeches like the Equifax breech, where there was some really very sensitive information made available. Sometimes. that led to very real concerns around people. But also, we're looking at new technologies that are going to come along. We've got AI on the horizon, we've got facial recognition. These kind of technologies are actually going to dominate our lives in the future. And we're already seeing in countries like China, where they're using facial recognition to score people, a bit like you have a credit score, you have a citizenship score, a how good a citizen you are, whether you jaywalk, whether you do all sorts of other different things. And your access to credit, your access to travel opportunities, your access to a whole load of services is based on your score. I think there will be a lot of people in the possibly democratic western societies who might see that as a little bit Big Brother. >> Even though you are still seeing some states and cities already bringing in regulations to limit some of the advances we see here. >> Yeah, it's interesting, I think in Washington state in the U.S., there have been a number of different proposals put forward in terms of how they introduce the sort of privacy regulations we've already seen California and elsewhere. And some of the proposals there would be nigh on sort of a banning facial recognition entirely because the barometric constraints were really quite severe. And I think, part of what I've been doing, I work with a lot of privacy campaigners, but I also work with other corporates to see how we can strike the right balance. We want meaningful protections, absolutely, because there's some really sensitive data out there. And the way it's used can affect our lives. At the same time, we don't want to stifle innovation, the type of innovation we're seeing here at the AWS Summit. We want maximize the economic and social value. And that's a really delicate balance to strike. >> Susannah: It's a tight rope, isn't it? >> It sounds good, but so, I think of the cloud, how it's enabled small businesses to have access to IT infrastructure that's the same quality as large companies. In a way, doesn't this stack the deck for large companies who can actually afford the compliance officers and all the infrastructure necessary in the software and the people to actually comply with these new regulations. >> I think there is some truth in that, because there is absolutely an overhead, but I don't think we need to get away from the fact that data is really important and it needs to be protected. I don't think we're just looking at privacy here, we're also looking at data protection and I don't think you should underestimate the vulnerability that we now see. I mean, we are more of an inter connected society than we have ever been. The number of attacks that are on the horizon are growing exponentially. We are also seeing the fact that the number of opportunities, the threat landscape, is increasing. We've got massive numbers of IOT devices and other things. It's going to be very, very difficult. It's going to be a full time challenge. Indeed it's a sort of AI arms race as either side use AI to discover either vulnerabilities to introduce attacks, or vulnerabilities in order to introduce patches. >> We hear a lot about just how valuable our data is. And we were even discussing at one point that it's more valuable than oil for many companies. Do you think that consumers have really woken up to the fact, just how valuable their data is? And could you foresee a time where by actually the consumers say, "You want my data, you've really got to pay me for it"? >> I think there have been some proposals along that front in terms of how we separate private data and give people control over it. The right to be forgotten was a step in that direction. But, if we can have some sort of infrastructure that does allow people separate their own private data and allow access to it on a permissions basis, then that could provide a future internet. There's been a lot of discussion along that front from Tim Berners-Lee and a number of other really top thinkers in that particular arena. But the value of that data possibly was overlooked in the past. Plus also the vulnerability as well, and therefore I think people are waking up to it now. That's why they care so much more about it now then they ever have in the past. >> Well there's certainly a lot of talk in the Blockchain and crypto world about using that technology to allow the users to own their own data, to control their own data. I mean take Facebook for example, there's a built in incentive for them to appropriate our data, so they can sell ads to us. But, what if, as the theory goes, the user could control it, the user could monetize his or her own data. So there is some discussion going on there, there is some technology development going on there at the low level protocol. What do you think about that? >> I certainly think that technology will provide the answer. Exactly how we do a sort of new version of the internet that allows that sort of control, is still open to discussion and there are a lot of opinions both on, on either side here. Interestingly enough, Blockchain has been put forward as a possible solution, but there's a slight irony in the fact that Blockchain's immutability's actually at odds with GDPR's right to be forgotten. So, the two are actually mutually incompatible. So there's some real difficult issues for us to address here. >> So technology got us into this problem, it can potentially help us get out of this problem, but maybe not is what I'm hearing. >> It's not entirely straight forward, and actually if we are going to be moving in a direction where we give users more control over their data, it's actually gonna have to be an internationally adopted standard. At the moment, GDPR has come forward as a standard here in Europe, but it is set sort of the golden benchmark against which other regulations are now going to be measured. >> Susannah: And are you seeing signs of that? Do you expect the U.S. to adopt a model which is very much based on the one Europe has. >> It may not be exactly GDPR like, but there will be things in common. I think many of the organizations world wide that really care about their user's data, and I told you earlier about the attitudinal surveys that have been out there. Companies are very wise if they wake up to this and actually take proactive steps to change the culture in their organization, to have a digital ethics culture. It means not only are they going to care for data more often, more carefully, they're going to be less prone to the type of inadvertent leaks, as well as a sort of hacks. But at the same time, a culture of that nature helps them to deal with a situation if it even does occur. It's actually having the right culture. And those companies that have a truly digital ethics oriented culture have not only adopted GDPR in Europe, they've chosen to adopt it globally. >> I think there's a sentiment in the U.S., that look, we're doing this for European consumers, we might as well adopt the same standards globally. >> Bill: Yeah. >> We've got the processes in place, they seem to be working for Europe, why not use them? It's just more convenient, it's going to be lower cost to do that, so it just makes sense. >> That's why GDPR has emerged as a global benchmark. And many of the other countries, in India and America and elsewhere are measuring their potential regulations against GDPR. >> I've heard it criticized on this show as a socialist agenda, but it seems to having quite a bit of momentum, and a lot of sensible parts of GDPR. >> Well it, I'm not sure we could call it socialist or whatever. >> Dave: Not my words, (laughter) I'm just quoting somebody. >> What I think we've seen is a change in the balance, where actually previously, people's right to privacy wasn't recognized at all. And we had a sort of the tech revolution where people didn't really care. Facebook were talking all about a sharing culture and that was their orientation. We've seen the tech backlash where Facebook and others have all been punished and there's been a sort of sudden switch or pivot towards privacy. What we need to do is look beyond those because we need to have a level playing field. We need to have an equilibrium where we're absolutely balancing the right protections, meaningful protections, with absolutely maximizing the sort of innovation you see here and the economic and social value that's going to underpin our lives. >> Self governance is not likely to work, let's face it. >> I think we've seen, and Facebook is an example, we'll be oft quoted in this respect, that self regulation doesn't work necessarily in this way because it's just too tempting to use data in the way that you see fit. Unwinding some of the mistakes they've made in the past is not going to be easy for them, but we'll see how well they keep to the new promise of their pivot to privacy. >> Dave: I think it'll define their legacy, personally. >> Yeah. >> Well, Bill it's been fascinating having you on here, because you've really been at the forefront of all of these changes, so it's great to hear your thoughts. So, thank you very much. Bill Mew, CEO of crisisteam.co.uk. And you've been watching theCUBE at the AWS Summit in London. (tech music)

>> live from London, England. It's the queue covering a ws summat. London twenty nineteen Brought to you by Amazon Web services. >> Thiss really is huge, >> isn't it? David >> London is my co star today on the Cube. We're going to be extracting the signal from the noise and there is a lot of noise. Just trying to register. Here was an event in itself, and one guy in the queue with me earlier said, You know, this is like an army of young technologist backing one particular platform, and we've had the main keynote speeches already in the conference hall. There are breakout sessions going on as well as we speak. And in those keynote speeches, it really wants the focus again on Hey I and machine learning and a huge array of services that eight of us now provide. Because, of course, every tech company, every company is a tech company these days. Where do you work in transportation or defense or retail? Let's talk >> about Dave a little bit about a ws and the exponential growth that it's seen over the past two years because it just keeps on getting bigger and you could see testament really out there just so many people here. >> You know, Susannah, when a WS announced its first service in two thousand six, very quietly announced E C, too, which is a computer service. Nobody really paid much attention. But a devious has permanently changed the landscape of the of the technology business. And we're here in London twelve thousand people at a one day summit. I mean, that's his large as many or or larger than most U. S based three day conferences. >> And there are many thousands more watching the life streaming as well, >> right? And when you talk to the people here, they're a division. First of them has builders, and it was interesting to hear some of the key knows this morning talking about some of the innovations that occurred in the UK he obviously UK, very prideful country. The first lights in electric lights work the Savoy Theatre, the Colossus, you know, Code breaker and many, many others. Home computing originated in the UK It so a diverse are connecting that invention and that what they call reinvention. Eight of us talks about his differentiation. The number of regions that it has around the world believe they said twenty one regions, sixty for availability zones, which are little, many regions inside of the regions. In case there's a problem, you can fail over fourteen database services. You know what's happening is all the traditional tea, which is eighty percent of the market place, trying to sort of hang on to their legacy install basis. So they're trying to substantially mimic eight of us. The problem is, eight of us moves faster, has more services, and it's just growing at such a phenomenal rate. >> And it's really kind of bottom up. A CZ. Well, it's so got that head start. So it's learning from its current customers and those it's had in the past, really to find out what new services they want that has his wealth of data ofthe gods to build on it, doesn't it? So every it seems every month it's it's another step ahead. >> Well, the data is critical. Amazon. Is it a dogfight? I always say, for your data with Google and Microsoft and Oracle, they all want your data. Why? Because data is the most valuable resource today, right? People talk about data is the new oil. We think data is more valuable than oil. You could put oil in your car. You can put in your house, but you can't put it in. Both data is reusable in a way that we've never seen a natural resource before. So it's extremely powerful applying machine intelligence to data. So Amazon knows if it can get your data into the cloud and do so cost effectively and deliver services that make you happy and delight you that they have a perpetual business model that's really unbeatable. The company now is at a thirty billion dollars run rate, growing at a constant currency rate of forty two percent per year. No people will say, Well, well, Microsoft is going faster. Microsoft is growing at seventy two percent here, but it's a much, much smaller base we're talking about single digit, a few billion versus thirty billion. So Amazon each year is growing at a nine to ten billion dollars incremental rate. Even more importantly, the operating income is phenomenal. I mean, a WS is only twelve percent of Amazon's revenue, but it accounts for fifty percent of its operating income. Hey, Ws is operating income is is in the high twenties, twenty eight twenty nine percent higher than Cisco, higher than AMC when it when he had seen was a public company. And those air very profitable companies the only companies that are more profitable on a percentage basis that that Amazon a pure place, software companies like an oracle. So Amazon, who's an infrastructure company, is as profitable almost as a software company. It's astounding, >> really interesting to see some of the partners that were invited on. It's about the keynote speeches. For example, Saint spreads so real traditional retailer at a prompter state that they'd be in the business for one hundred fifty years and some would say in many ways a competitive toe. Amazon at marketplace because they sell a vast array of goods and services to the customers. But they talked about how they're using around eighty eight WS services. It's always like a kind of a pic, a mix sweet shop. Or, as you would say, a candy store isn't and I think that's that's some of the benefits that some customers view for A W. S. Some would say, actually, I would prefer all of my product be in one place or the car that access and services in one place. And so is this pick a mix idea that I think really is taking off, isn't it? >> I'm glad you brought up the state's very example because, essentially, in a way, they are in adjacent competitors Teo, eight, of us. And yet they've chosen to put their data. And there's in leverage Amazon services. It's like Netflix. Everybody uses Netflix as the example. I mean, they compete vigorously with with Amazon Prime Video, and yet they choose to run in the age of U. S code. Now this is one of the areas where you heard at the Google Cloud next show a lot of talk about retail companies, you know, considering using Google, because, of course, they're concerned about Amazon eating their lunch. And so it's a hard decision for retail companies to make. Sainsbury obviously has said OK, we can compete. We have a unique advantage with Amazon retail, you know, but it's something worth watching for sure, because, you know, Walmart obviously doesn't wantto run in the eight of us Cloud because it's it's fearful. Ah, at the same time, Amazon would tell you, Auntie Jessie offenses look. There's a brick wall between eight of us and the retail side. We don't share data, so it's just a matter of that. Trade off is the risk of running in a ws er and potentially running at a competitors sight worth the extra value that you get out of the services. And that's what the market has to decide, >> yet certainly does interesting as well. We had the Department of Justice on the UK Department of Justice because they're has beans real concerned about security, about putting all your eggs in one basket effectively put a your data into a club no operated by you. And it does, though seem is, though little by little, some of those security fears are being laid up. Play >> well, there was this. The seminal moment in a WS. His history was in two thousand thirteen, when it won the CIA CIA contract who was more security conscious than the CIA. And they beat Big Blue IBM for that contract way back in two thousand thirteen, and the analysis that came out of that because IBM contested that contract. What came out of that was information that suggested that eight of us said the far superior solution forced IBM to go spend two billion dollars on a company called Software to actually get into the public Cloud does. It couldn't really compete with its own sets of services, and since that, Amazon has only accelerated its lead. IBM, of course, has a public cloud, and it's competitive in its own right. But the point is that the CIA determined that security the cloud was better than it could do on Prem. Now you're seeing the big battle for the Jet I contract Joint Enterprise Defensive Initiative. It's the biggest story in DC Amazon is the front runner. It's down the Amazon and Microsoft. Not surprisingly, Oracle has contested that because the government uses these sources from multiple suppliers and there's contesting it, saying, Hey, that's not fair to use one cloud. When a vendor contests Abid, a lot of information comes out. The General Accountability Office and the D. O. D determined that a single cloud was more secure, more reliable, more cost effective and less complex to run. So this is big debate around multi cloud versus single cloud. And again, Amazon continues to lead in the marketplace and in many many instances, is winning >> on DH. There were a few comments made in certainly one of the key notes today, trying to kind of blow the competition out of the water again knows whether a few specific references, in fact, to Oracle and Microsoft >> were right. And so they called the database freedom they had hashtag database freedom again. As they say, Microsoft, IBM, Oracle, Amazon, they're in a fight for your data. That's why Oracle has launched fourteen database services. Now it's not trivial. So Sainsbury and the Ministry of Justice both talked about moving Oracle databases into the eight of us Cloud. It's not trivial. It's much easier for data warehouse and stateless applications for online transaction processing. Things like banking much, much more difficult to migrate into the clouds. So it's interesting. Sainsbury talked about racquets stands for a really application close. There's a very high end, complicated Oracle database that they migrated to Aurora. The Ministry of Justice talked about moving Oracle in tow. RGS, this is a battle I tweeted today earlier, Susana, you pick up the Wall Street Journal is a quarter page ad on the front page. Cut your Amazon bill in half now, of course, what? Oracle doesn't tell you is that they date to X the price when you're running on or on Amazon versus Oracle. So they're playing pricing games. Having said that organism very good database, the best database in the industry, the most reliable. So for mission critical applications, Oracle continues to be the leader. However, Oracle, strong arms people, they'LL, they'LL raise prices, they'LL get you in a headlock and do audits. And that's what Amazon was referring today about Microsoft and Oracle will do out. It's so they position. They tried a D position Oracle as an evil company. The Oracle, of course, so way add value. We have the best database, and they're trying to add value for the customers. Build their own cloud. So it's quite a battle that's going on, and you see the instance. Creation of that battle manifest itself in the general contract. >> Absolutely interesting is well, what we heard from really both states bruise on the Ministry of Justice, really talking about the end users and how they're so different. So for public sector organizations, this isn't about making more money making profit. It's about the experience for the user. But in fact, that came up from Sainsbury's as well, making sure that the right products are with the right part of the store. And that's how a I could help them do that and efficient, usable data they currently have. >> I think every enterprise really wants to have a consumer app like experience, and very few do. I mean, we all know used these enterprise APS from large, you know, brands, and they're often times not that great. So what, you're seeing a closing of the Gap? People see what's happening with Facebook and Instagram and Whatsapp and so forth and say we should be able to have apse that run that simply and so you're seeing that gap clothes. I don't see how you could do that without some kind of public cloud infrastructure because of the massive scale that's required. It's so companies like Saintsbury are moving in that direction. Mobile has been critical for the last decade, and so that's what the consumer wants. That's what the cloud can provide. >> Is that what every consumer wants? Because increasingly, we're hearing a lot more concerned about privacy, that people not wanting to give all of her data across to private companies and do you think this could be dist sticking point ready going forward and could actually hold back the growth all they ws and its competitors >> a great point because you have a problem. Wonder problems. You have this app creep. I can tell you have dozens and dozens and dozens of app on my phone. I don't know if I trust them with the data. So having said that, one way to simplify that is to eliminate the need to do heavy lifting and patching of your infrastructure. Let us take care of that and build value up the stack by focusing re shifting your resource is on on value added services. Could it be a problem? I think no question. When Snowden came out in the U. S. People in Europe for sure. As you know, we're concerned about putting their data in the cloud that seems to have attenuated. I don't hear much about that anymore, you know. But if the NSA can come in and demand access to my data, well, that could be problematic. That's why I ws is putting so much or one reason why they're putting so much emphasis on setting up regions. It not just eight of us, Amazon and Google and Microsoft as well for many reasons. Privacy. GPR compliance on of course, Leighton. See the laws of physics? >> Absolutely. Okay, Dave Melody, thank you very much for being with me here at the age of us. That summit here >> in London at the XL Center there is still so much going on here. Lots of breakout sessions, many more kind of individual keynotes taking place with the various different subsections. Although the A W s business and also its partners. So we will be keeping across all of those on the Cube. Thanks for watching.