>>Hi, everybody. We're wrapping up day two of AWS reinforced the Cube's continuous coverage. My business partner, John furrier, and co-host is actually a Monaco, um, you know, getting ready to do a big crypto show over there. So they'll be reporting from there tomorrow. Check that out in the cube.net. Jeff Swain is here. He is the vice president of global programs store and tech alliances at CrowdStrike. Jeff, thanks for coming on. Thanks >>David. >>So tell us about your role, what store, help us understand that? >>Yeah, so CrowdStrike has a CrowdStrike store, which is, uh, effectively our marketplace within our application, and also available externally that allows customers to be able to review decide and trial products, not only from CrowdStrike, but also from our third party partners. So wherever we have a tech Alliance customer can come in, see the value of the integration, see how it works on our platform and the third parties platform, and then go and request a trial. So it's a very easy and dynamic way for a customer to understand that joint value proposition CrowdStrike has with various other, other vendors and our own products as well. >>So your role is to bring all these cool tech companies together and create incremental value. >>Yes. Um, we believe that the ecosystem is really a, a natural evolution of what's happened in terms of the crowd struck story. If you think that we started out with a, uh, you know, a very simple product in the very early days, 10, 10, 11 years ago, services company built a product. That product then became a platform with various modules in it. The next evolution of that is expanding out beyond our own platform and working into other areas of, of, of interest and value. So that's where the ecosystem comes into play. So you have to underpin that with some automations things like marketplaces and stores, you have to have integrations in place, joint applications and commercial vehicles to make that work. >>So I was walking around the other day and I, and it caught my eye and I sat there and listened for a better part of the presentation had to get back and do the queue, but it was a presentation between a CrowdStrike expert and an Okta expert. Yep. You know, better together was the whole thing. And, you know, I know it's kind of, and then they were describing how you guys compliment each other. So that would be an example, >>A perfect example. I mean, we, we, we compliment Okta and Okta complements us for very, in various different ways. And in fact, we sort of assemble that into different narratives that work well for our customers. So as an example with Okta, we ASEM, we work very well with them in zero trust. So we have a zero trust narrative that talks about how it works with Okta and also Zscaler. In fact, we have a, um, an Alliance through the cloud security Alliance where we're working to build practitioner guides, build, um, uh, a community of value across the different products to bring zero trust into some standardized, you know, uh, reference architectures and some standardized training that brings all of our products together for, for, for the user. That be example of a, of, one of the narratives that we have, they'd also play in our XDR narrative. Obviously XDR helps us bring telemetry in from different products. And again, we use XDR right across, you know, various, various, uh, tech >>Alliances. So, so take zero choice. So you'll take the concept of least privilege. Yep. And you'll apply that to what to end point to, you know, using identity Zscaler, you bring the cloud component. >>Correct. So then we are actually able to see how someone's traversing the entire organization. We can see who they are. We can see where they land. We can see what data they're accessing, where they're accessing. It gather a whole bunch of different telemetry around that and provide the security team with the ability to be able to see what someone's doing, enforce the, um, the, you know, access rights as, and where they need to see any anomalies or anomalous behavior within that and close it down before anything bad happens. So zero trust is a really important part of our, uh, of our, of, of, of our, um, narratives. >>And you have these plays or narratives with, with a bunch of ecosystem partners. Right? Correct. Mean, so take log management. >>Yep. >>Maybe add some context that, >>So, so around that happens, you may know we acquired, um, uh, humo, uh, right around that, where obviously we have to be able to ingest and have bridges out to a large variety of different platforms to be able to ship data into our platform. I mean, one of the values of humo is its ability to massively scale, um, and very, very easily cheaply bring, bring a lot of data into a simple place and have very fast searching. Well, what are you searching? You gotta go and have data sources. So, you know, very quickly we've built out a large number of integrations with, I think, over 30 partners to easily bring data into the Humira platform to let customers be able to have that advantage. >>So what role does AWS play in all this? >>AWS is a fantastic role in, um, both coordinating some of this in terms of, especially through the marketplace, the ability to, uh, coordinate our transactions between us and help us work together from a transactional basis, help the customer procure the right solutions together. But also AWS's nature. Natural, uh, inclination towards innovation means that they'll, they like to work with partners who, especially partners who are on their platform to drive a lot of innovation, to build out how customers are bringing more data together. Obviously it's beneficial to them in terms of the volumes of data that go computers that go across the AWS platform. But also they encourage us to work together. They, they, they say in some cases invest in those integrations. Um, they work with programs. They bring in third party reseller programs, uh, through C P O. So it gives us a, a platform gives us innovation. It gives us some structure. Um, it's been really exciting working with them. >>Now talk about CrowdStrike and your cloud strategy. How would you Des describe your cloud strategy? >>So we've been cloud native from day one. It's one of the, one of the founding principles of CrowdStrike. Um, as, as we were set up, uh, by a founder, so two elements, cloud native, and a single agent, and those two design principles have not been broken by us at any point through our history. It's very important that we, we stick to those two principles. Our cloud is, um, was born in AWS, um, and they've been supportive of us right through, right through our growth period. So we started out with one module, as I said, now we have, I think, 23 different modules and we're continually growing that. We also then have a lot of support for the cloud. So, you know, helping us understand what's happening within cloud environments so that our customers are better protected. In fact, the show here, we've announced two separate, um, uh, uh, incremental products to, to the cloud space. One that's very much focused on, um, adding, uh, better container or better visibility inside containers in our CNA product. And, um, and, and another area around how we do our threat hunting across the cloud. So we have a team of threat hunters, global best engineers who hunt right across our customers environments. We have a whole, whole bunch of additional cloud telemetry. So that's, that's been included into our, into our Overwatch threat hunting. >>So you'll ingest data from multiple clouds, right? You're running on AWS. Yes. But you can take data from anywhere from >>Anywhere, >>Including OnPrem. >>Um, so our sensor sits on laptops, servers, virtual servers devices. Do I devices wherever they need to say. Um, and then of it needs to be cloud connected. It comes into our, into our cloud. So we can, we can take information from instances in any cloud environment and any laptop, uh, to pretty much bring them in. And, uh, that's how it works, but it's a single cloud. I mean, our value proposition is that huge, um, uh, graph threat graph that we've built over the years, um, trillions and trillions of events per day, that we're now searching and using AI technologies to suite out. What's good. And what's bad. >>Yeah. So CrowdStrike, obviously we've reported on CrowdStrike in breaking analysis, a lot, CrowdStrike, Zscaler, Okta, a number of other, those, those companies you're partnering with all those guys, which is quite interesting. Yeah. You're all growing, you know, really nice, nice clips. I wonder, I always wonder in these situations, okay. As things get bigger and bigger and growth slows, we haven't seen that. See, you actually see the, we saw the cloud growth accelerating during the pandemic. Yeah. Right. But, but you know, you wonder, you see it all the time in this, in this industry is companies get big, they start doing M and a, they start getting it to adjacencies, you know, Google, apple, you know, uh, Cisco VMware, do you think you'll ever see a collision course with all these wonderful partners? Are we years away from that? Um, >>I think we're very careful with how we partner and who we partner with. Obviously we, we have discussions on what our future plans are to make sure that what we partner on is, is beneficial to both sides. Um, crowd strike itself. We're, we're growing all the time. You know, our platform has grown, as I said, the modules have grown, but in general, we've found is that our partners are taking the journey with us. Um, it's one of the advantages of, of the success that we've had is most of the partners want to be part of that journey rather than sort of, um, trying to go head on. But, you know, there's always opportunities for us to have open conversations and real dialogue to make sure that we do the right thing for the customer. And that's what drives everything that we do, you know, we're focused on the right products for the right >>Customers. What, what what's reinforcement like, what's the experience been? What, what's your takeaways from the show? >>Um, it's been a really excellent show for us in terms of, uh, getting out, meeting a lot, a lot of customers at a very decent senior level here. Actually's been very, very worthwhile. Um, we've had great response to the announcements that we've made. There's been a lot of, lot of activity through the booth, which is always great to see, um, from a, actually from a partnership perspective from my world, you know, I've had a large number of really great meetings with the AWSs leadership as well about what we can do together. Um, and the future looks really bright. >>Who's the, when you, when you think in thinking about, and I know you're not, you know, selling direct, but when you think about the constituencies, when you think about all the, the partners in your ecosystem that you're, you're building and collaborating with, who do you guys collectively talk to? You know, who do you appeal to? Is it the CISO? Is it the, you know, other security practitioners? Yeah. Is it the line of business? Is it the CIO architect who are the actors that you're sort of collaborating with in your customer >>Side? Yeah, it's really interesting obviously, cuz there's different personas depending on what it is that we're doing. Um, someone who's really interested in our log management narrative for example, is probably going to be maybe from the, the DevOps, um, uh, team or from, from that area for a C app. It's going to be someone in the cloud architecture, cloud security architecture space. Um, zero trust again will be someone who's got a bit of an identity, our area and privacy to them as well. Um, a lot of this comes up to the CISO and that's often our, you know, our, our, our economic buyer would be be in that space. But one of the things we have to do is we go into adjacent markets is learn the personas there and understand their habits and their buying cycles and, and, and build value propositions that work for those people. So it's an ongoing exercise. >>How do you see the CISO role evolving, uh, given, you know, cloud? One of my takeaways from Mr event is like, I feel like cloud is becoming the first line of defense. Mm-hmm <affirmative> the CISO and the developers becoming the second line of defense audit is like the third line of defense. Some people agree with that. Some people do so just merit bear said, no, no, it's all integrated into one thing. And I'm like, no, it's not, but okay. Yeah. But, but how is the CSO role evolving given that the cloud is becoming so much more prominent today? >>I think it's it's at this point, everyone said, you know, the CSO needs to evolve to being a direct member of the directly responsible to the board. This is something that we've all said for many years. Sure. If you look at what we see in the threat report, if you look at what we're seeing from the threat landscape, you know, the volume of threats that are coming through, not diminishing in any way, but in fact, the size and the impact of what they're doing is getting worse. So it, the risk that's being, um, uh, uh, that's being experienced is just getting worse all the time. However, we have different options for resolving that issue. You can go down a services led path with a, with an MDR player, like our file can complete, uh, process, or you can go down with an MSP. So the CISO's role is now not just on what products and how to Def, how to use them to best defend, but also what products, what services are available. >>What am I gonna invest in, in my team versus what am I going to push to a, to a, to a third party to look after for me. And we're seeing more and more companies at the going up the light up the, the, the enterprise stack, trusting us in our Falcon complete team, um, uh, with, with, with parts of their defense portfolio. So I think that role that you, you know, the CISO's role is developing all the time into something that's portfolio oriented. How am I getting value for service as well as value for money from products? It's a really interesting, it's really interesting development, um, in terms of what they have to deal with. Uh, you know, I still think that the, the visibility that you see from the endpoint is where's where it's where the, the Decron jewels are still it's where the data is. Mm-hmm <affirmative>. Um, and I think that's really why crowd strike is a unique proposition in that space. It's what >>We protect. So when you say the end point is where the data is, paint a picture of that. >>Well, if you think about, if a, if an actor is after at a personal information or IP, they're often going to be going down to the laptop or the, or the, or the virtual instance level to look for that within the weakest part, we've always said is people, um, and the more dive, the more open you are with that, the wider your audience there, the, the more risk you carry within that space, you know, we don't think endpoints laptops or phones, you know, servers, um, comput instances inside the cloud. They're all endpoint to us. Workloads is a better word. In fact, >>Those work, sorry, what's a better word >>Workloads >>Workloads. >>Okay. Yeah. We often talk about workloads rather than >>Is it data store and >>Endpoint? Yeah. If it's computer or not, it's, it's, it's basically, uh, it's a workload where, where we can put a sensor. How >>About a, how about a backup Corpus, uh, a backup backup Corpus of data? >>Well, I think if there's a, if there's a place that we can put a sensor on it to see whether it's being, you know, active or not, and we can track the telemetry from it, we would consider >>That sensor would be an agent. Yeah. An agent. Yeah. Yeah. Okay. And so you said single agent, >>We have one agent that runs all of our products this way, again, one of the design principles and, and the basics of our company, >>Because one of the things that we've seen, maybe tell me if you don't see this, is, is that a lot of times ransomware attackers will go after the, the, the backup Corpus mm-hmm <affirmative> disable it. Yeah. Because, you know, once you get that, you can't recover a hundred percent. Yeah. And they'll encrypt the, all the data on the network, and then they'll, they'll hold the backup Corpus hostage. >>This is one of the great advantages of how CrowdStrike and how our platform works. In fact, you know, um, a lot of other vendors talk in terms of, uh, you know, known bad known good, and, and, and indicators of compromise. Right. You know, I know this IP address has been compromised. I know that anything originating from here is bad. Um, what CrowdStrike looks at is, is, is we've built up a very, very, um, substantial, uh, library of what we call indicators of attack. Indications of attack are looking at the potential for attack. And whether, whether that in conjunction that specific piece of telemetry in conjunction with others makes the attack more likely. So for example, if someone, um, opens an email, we don't think that's necessarily, you know, a, a, a risk point, right. Um, but if someone opens an email and they click on an attachment, we think, well, maybe there's, there's, you know, that's happens billions of times a day, so still not bad, but if that then spills up, you know, a process, and if that process then starts to enumerate hard drives and start to look for backups, you know, we're getting more suspicious all the time. >>Um, and if they're then cause an encryption routine, we can be pretty certain at that point that what we've got in play is, is ransomware attack. Um, by looking at the holistic attack, the whole process of it, and having that sort of fingerprint of what that may look like. And in combining that with our knowledge of bad actors, our intelligence in the field, we've got a very good view on what may happen there. So exactly to your point, if we see, um, someone going after backups as part of a wider process that helps us identify that something of something bad is, is about to happen in terms of ransomware attack allows us to take action against it, put in the appropriate containment or blocking, >>And then explain. So, you know, when people hear agents, they're like, oh, another agent to manage, but I was talking to somebody the other day and saying, know, we're gonna integrate with the CrowdStrike agent because it's so robust. Correct. And what we are doing is, which is agent list is it's good, it's lightweight, but we can't get the data. Yep. You know, so explain that. So there's a trade off, right? I mean, you gotta manage an agent, right. But obviously it's working, your customers are, are adopting. >>So it's an extremely lightweight agent. That's always been the, the premise for this. And I think when George founded the company, one of the things he noticed was, you know, how long it was taking for someone to scan it, get us, get through a scan while they were trying to get an email out before a plane took off. And he said, you know, we can't have this. So, so he was looking at how do we make this as light as possible? Um, and, uh, and so that's one of been principle for us, right from day one. And you're right. Um, third parties do want to leverage our agent because of it's robustness. We look at pretty much everything that's happening as a telemetry event, once, once power hits the CPU through, till it drops out. So we've got very rich knowledge of what's happening on every single device or, or workload that's out there. >>And it's very usable for other people, as far as the customer's concerned, if a third party can use that information rather than have to deploy another agent, that's a huge win for the customer. I think we all know that proliferation of agents, Harrison, that's what, that was the old way of doing things. You know, people would acquire products and try and bundle 'em together and what they ended up with multiple agents competing for resources on the, on the system, by having one agent well defined, well architected, what we have is a modern, a modern software architecture to solve modern problems. >>Okay. So, uh, last question. Yep. When during the pandemic, we noticed that the, um, everything changed, obviously work from home remote work, and that the implications on the CISO were these permanent changes. And we reported on this and breaking analysis and other except endpoint, uh, you guys CrowdStrike, uh, uh, identity Okta got a boost, uh, cloud security, Zscaler. Yep. You know, got a boost, rethinking the network network. Security became top of mind that, and that we said is these are permanent changes, but now as we exit, but they were rushed as we exit the isolation economy. What can we expect going forward? >>I think to earlier point the ability for us to work across all of those areas and work better, you know, everyone was very much concentrating on delivered their own product as best as they could, as quickly as they could to meet the demands of the pandemic. Now we can go through a place of making sure that we work really, really well together as different units to solve the customer problem. So trim some of the trim trim, some of the, of, of, of the, the fat out of any integrations that we may have built quickly to solve a problem. Now we can focus on doing it really well. What we're seeing is a proliferation in our world of more applications in our store. So tighter integration inside our UI with our third party products, um, and a lot of demand for that. So really the, the customer experience is as seamless as possible. We talk about, you know, frictionless is what we want to see. Um, and that's, you know, the boost that the, the, the disruption got from the pan from the pandemic was fantastic start of the innovation. Right now, we have the opportunity to bring everything together, to really solve some excellent problems for customers, um, and make the world safer place. >>Jeff, great summary. Thank you for coming on. I'm gonna, I'm gonna give my quick take on, on this reinforc. I mean, I think very clearly AWS is, is enforcing the notion that that security is, is job one for them from the, the nitro chip, you know, all the way up the stack all the way through the culture. I mean, I think we heard that at, at this event. Um, I think you heard, you know, some great announcements, a lot of the stuff around, you know, threat detection and, and, and automation and, and, and reasoning, which is great. I don't think you heard a lot on how AWS are making the CISO's life simpler. I think a lot of that goes to the ecosystem. Mm-hmm <affirmative> maybe, uh, but the other thing is AWS leaving a lot of room, a lot of meat in the bone, as we like to say sometimes for the, for the ecosystem. >>Mm. Um, you know, security is a good example. I mean, you know, Microsoft makes a lot of money and security. AWS doesn't make a ton of money in security. It's just sort of comes with it. I think we're also seeing the changing role, the CISO, I think the cloud is becoming the first line of the fence, CISO and developers. The next line audit is really the third line and developer. The developer role is becoming increasingly important and, and frankly sophisticated, they gotta worry about securing the containers. They gotta worry about the run time. They have to worry about the platform as a service. And so, you know, developers need the team with the, with the, with the security operations team. So that's kind of my takeaway here. I think the event was, was, was good. It was not, it wasn't oversubscribed. I think people in, in Boston this time of year at the beach, um, whereas last 2019, you know, it was June. And so you get, you had a, a bigger attendance, but that's kind of my takeaway. Anything you'd add to that, Jeff, >>I think the quality has been here. Yeah. Um, you know, maybe not the quantity the quality has certainly been here. Um, I think, you know, there is, uh, a lot of innovation that's happening in the security industry. I think AWS has got some good products that they they're helping deliver, but as you said, they're there to help us support us and, and the other ISVs to really come together and build our best of breed overall solution that helps our customers and solve some of that complexity that you're seeing. And some of that uncertainty you're seeing is who has to solve what problem in the stack. Yeah. >>Well, thanks for that. Thanks for that. Thanks for help me wrap up here. The, the security space remains one that's highly fragmented, highly complex, you know, lack of talent is, is the, the problem that most organizations have. Lena smart of MongoDB doesn't have that problem nor does AWS, I guess cuz they're AWS and, and Mongo. Uh, but that's a wrap here from, from day two, the cube go to the cube.net. You'll see all these videos, youtube.com/silicon angle. If you want, you know, the YouTube link. Yeah. You can go there. Silicon angle.com is where we publish all the, the news of the day. wikibon.com for, for the research. This is Dave ante. Look for John furrier from Monica at, uh, the, the crypto event, uh, all this week. And we will see you next time. Thanks for watching.

>> Announcer: theCUBE presents HPE Discover 2022. Brought to you by HPE. >> Okay, we're back here at HPE Discover 2022, theCUBE's continuous coverage. This is day two, Dave Vellante with John Furrier. John Frey's here. He is the chief technologist for sustainable transformation at Hewlett Packard Enterprise and Justin Murrill who's the director of corporate responsibility for AMD. Guys, welcome to theCUBE. Good to see you. >> Thank you. >> Thank you. It's great to be here. >> So again, I remember the days where, you know, CIOs didn't really care about the power budget. They didn't pay the power budget. You had, you know, facilities over here, IT over here and they didn't talk to each other. That's changed. Why is there so much discussion around sustainable IT today? >> It's exciting to see how much it's up leveled, as you say. I think there are a couple different trends happening but mainly, you know, the IT teams and IT leaders that are making decisions are seeing to your point how their decisions are affecting enterprise level, greenhouse gas emission reduction goals. So that connection is becoming very clear. Everything from the server processor to beyond it, those decisions have a key role. And importantly we're seeing, you know, 60% of the Fortune 500 now have climate or energy efficiency related goals. So there's a perfect storm of sorts happening where more companies setting goals, IT decision makers looking particularly at the data center because as the computational heart of an organization, it has a wealth of opportunity from an energy and a mission savings perspective. >> I'm surprised it's only 60%. I mean, that number really shocked me. So it's got to be a 100% within the next couple of years here. I would think, I mean, it's not trivial, right? You've got responsibilities in terms of reporting and you can't just mail it in, right? >> Yeah, absolutely. So there's a lot more disclosure happening but the goal setting is really upleveling as well. >> And the metrics involved too. Can you just scope the scale and challenge of like getting the right metrics, not when you have the goals. Does that factor in, how do you see there? What's your commentary on that? >> Yeah, I think there's, the aperture is continuing to open as metrics go, so to speak. So from an operations perspective, companies are reporting on what's referred to as scope one and scope two. And scope two is the big one from electricity, right? And then scope three is everything else. That's the supply chain and the outside of that. So a lot of implications there as well from IT decision making. >> Is there a business case for sustainable IT? I mean, you're probably not going to lower the power budget, right? But is it just, hey, it's the right thing to do. We have to do it, it's good for the brand. It'll allow us to attract people or is there a a more of a rich business case? >> So there really is a business case even just within inside the data center walls, for example. There's inefficiencies that are inherent in many of these data centers. There's really low utilization levels as well. And by reducing over provisioning and increasing utilization, there's real money to be saved in terms of equipment costs, maintenance agreement costs, software licensing costs. So actually the power consumption and the environmental piece is an added benefit but it's not the main reason. So we actually had IDC do a survey for us last year and we asked IT executives, 500 senior IT executives, were you implementing sustainable IT programs and why? My guess initially was about 40% of them would say yes. Actually the number was 96% of them. And when we asked them why they fell into three categories. The digital leaders, those that are the early adopters moving the quickest. They said we do it to attract and retain institutional investors. They've been hearing from their boards. They've been hearing from their investor relations teams and investors are starting to ask and even in a couple cases board seats are becoming contentious based on the environmental perspective of the person being nominated. This digital mainstream, the folks in the middle about 80% of the total pie, they're doing it to attract and retain customers because customers are asking them about their sustainable IT programs. If they're a non-manufacturing customer, their data center consumption is probably the largest part of their company. It's also by the way usually the most expensive real estate the company owns. So customers are asking and customers are not only asking, do you have basic programs in place? But they're asking, what are your goals to Justin's point? The customers are starting to realize that carbon goals have been vaguely defined historically. So they're asking for specificity, they're asking for transparency and by the way the science-based target initiative recently released their requirements for net zero science-based targets. And that requires significant reduction to your point before you start considering renewable energy in that balance. The third reason those digital followers, that slowest group or folks that are in industries that move the slowest, they said they were doing this to attract and retain employees. Because they recognize the data scientists, the computer science, computer engineering students that they're trying to attract want to work at a company where they can see how what they do directly contributes to purpose. And they vote with their feet. If they come on and they can't make that connection pretty quickly or if they spend a lot of their time chasing down inefficiencies in a technology infrastructure, they're not going to stay there very long. >> I mean, the mission-driven organization is definitely an employee factor. People are interested in that. The work for company is responsible, doing the right thing but that business case is interesting because I think there's recognition now more than ever before. You think you're right on. It used to be kind of like mailed it in before. Okay, we're doing some stuff. Now it's like, we all have to do it. And it's a board issue. It's a financing issue. It might be a filing issue as you guys mentioned. So that's all great. So I got to ask how you guys specifically are working together, AMD and HPE. What are you guys doing to make it more efficient? And then I'll see with Cloud and Cloud scale, there's more servers being shipped now than ever before. And more devices at the edge. What are you guys doing together specifically? >> Yeah, we've been working together, AMD and HPE on advancing sustainability for many years. I've had the opportunity to working directly with John for many years and I've learned a lot from him and your team. It's fantastic to see all the developments here. I mean, so most recently the top 500 and the green 500 list of supercomputers came out. And at the top of that list is AMD HPE systems. And it shows kind of the pinnacle of what can be possible for other data centers looking to modernize and scale. So the number one system, the fastest system in the world and the most energy efficient system in the world, the Frontier supercomputer has AMD HPE technology in it. And it just passed the exit scale barrier. I mean, I'm still just blown away by this. A billion, billion calculations per second. It's just amazing. And the research is doing around clean energy, alternative energy sources, scientific research is really exciting. So there's that. The other system that really jumps out is the LUMI system, the number three system because it's a 100% powered by renewable energy. So not only that, it takes the heat and it channels it to a nearby town and covers 20% of that town's heating needs thereby avoiding 12,400 metric tons of carbon emissions. So this system is carbon negative, right? And you just go down the list. I mean, AMD is in the top eight out of 10 most green... >> Rewind that second. So you have the heat and the power shifting to a town? >> Yes, the LUMI supercomputer has the heat from the system to an nearby town. It's like a closed loop, the idea of circular economy but with energy. And it takes that waste and it makes it an input, a resource. >> But this is the kind of innovation that's going on, right? This is the scale, this is where scale and efficiency kind of come together. That's huge. Where's that going to go? What's your perspective on where that goes next because that's a blueprint that could be replicated. >> You bet. So I think we're going to continue to see overall power consumption go up at the system level. But performance per wat is climbing much more dramatically. So I think that's going to continue to scale. It's going to require a new cooling technology. So direct liquid cooling is becoming more and more in use and customers really interested in that. There's shifting from industry standard architectures to lower end high performance computer architectures to get direct liquid cooling, higher core processors and get the performance they want in a smaller footprint. And at the same time, they're really thinking about how do we operate the infrastructure as a system not as individual piece parts. And one of the things that Frontier and LUMI do so well is they were designed from the start as a system, not as piece parts making up the system. So I think that happens. The other thing that's really critical is no one company is going to solve these challenges ourself. So one of the things I love about our partnership with AMD is we look at each other's sustainability goals before we launch 'em. We say, well, how can we help? One of AMD's goals that I'll let Justin talk about came about because HPE at the time of separation laid a really aggressive product, energy efficiency goal out, said but we're not sure how we're going to make this. And AMD said we can help. So that collaboration, we critique each other's programs, we push each other, but we work together. I like to say partnership is leadership in this. >> Well, that's a nuance point. Before you get to that solution there Justin, this system's thinking is really important. You're seeing that now with Cloud. Some of the things that GreenLake and the systems are pointing out, this holistic systems' thinking is applied to partnerships, not just the company. >> Yep. >> This is a really nuanced point but we're seeing that more and more. >> Yeah, absolutely. In fact, Justin mentioned the heat reuse, same way with the national renewable energy lab. They actually did snow removal and building heating with the heat reuse. So if you're designing for example, a liquid cold system from the start, how do you make it a symbiotic relationship? There's more and more interest in co-locating data centers and greenhouses in colder environments for example. Because the principle of the circular economy is nothing is waste. So if you think it's waste or you think it's a byproduct, think about how can that be an input to something else. >> Right, so you might put a data center so you can use ambient cooling or in somewhere in the Columbia River so you can, you know, take advantage of, you know, renewable energy. What are some goals that you guys can share with us? >> So we've got some great momentum and a track record coming off of, going back to 2014, we set a 25 by 20 goal to improve the energy efficiency for our mobile processors and mobile devices, right? So laptops. And we were able to achieve a 31.7x in that timeframe. So which was twice the industry trend to that. And then moving on, we've doubled down on data center and we've set a new goal of a 30x increase in energy efficiency for our server processors and accelerators to really focused on HPC and AI training. So that's a 30x goal over 2020 to 2025 focused on these really important workloads 'cause they're fast growing. We heard yesterday 150 billion devices connected by 2025 generating a lot of data, right? So that's one of the reasons why we focused on that. 'Cause these are demanding workloads. And this represents a 2.5x increase over the historical trend, right? And fundamentally speaking, that's a 97% reduction in energy use per computation in five years. So we're very pleased. We announced an update recently. We're at 6.8x. We're on track for this goal and making great progress and showing how these, you know, solutions at a processor level and an accelerator level can be amplified, taken into HPE technology. >> Generally tech companies, you know, that compete want to rip each other's faces off. And is that the case in this space or do you guys collaborate with your competitors to share best practice? Is that beginning? Is it already there? >> There's much more collaboration in this space. This is one of the safe places I think where collaboration does occur more. >> Yeah. And we've all got to work together. A great example that was in the supply chain. When HPE first set our supply chain expectations for our suppliers around things like worker rights and environment and worker protection from a health and safety perspective. We initially had our code of conduct asked their suppliers to comply with it. Started auditing in event. And we quickly got into the factories and saw they were doing it for our workloads. But if you looked around the factory, they weren't doing in other places. And we took a step back and said, well, wait a minute. Why is that? And they said that vendor doesn't require it. So we took a step back and said let's get the industry together. We share a common supply chain. How do we have a common set of expectations and push them out to our supply chain? How to now do third party audits so the same supplier doesn't get audited by each of the major vendors and then share those audit results. And what we found was that really had a large lever effect of moving the electronic supply chain much more rapidly towards our expectations in all those areas. Well then other industries looked and said, well, wait a minute, if that worked for electronics, it'll probably work broader. And so now, the output of that is what's called the responsible business alliance across many industries taking that same approach. So that's a pre-competitive. We all have the same challenge. In many cases we share a common supply chain. So that's a great example of electronic companies coming together, design standards for things. There's a green grid group at the moment looking at liquid cooling connects. You know, we don't want every vendor to have a different connection point for liquid cooling for example. So how do we standardize that to make our customers have a easier time about looking at the technologies they want from any vendor and having common connection points. >> Right. Okay. So a lot of collaboration. Last question. How much of a difference do you think it can make? In other words, what percent of the blame pie goes to information technology? And I think regardless, you got to do your part. Will it make a dent? >> I think the sector has done a really good job of keeping that increase from going up while exponentially increasing performance. So it's been a really amazing industry effort. And moving forward, I think this is more important than ever, right? And with the slowdown of Moore's law we're seeing more gains that need to come from beyond process architecture to include packaging innovations, to power management, to just the architecture here. So the challenge of mitigating and minimizing energy growth is important. And we believe like with that 30x energy efficiency goal that it is doable but it does take a lot of collaboration and focus. >> That's a great point. I mean, if you didn't pay attention to this, IT could really become a big piece of the pie. Guys thanks so much for coming on theCUBE. Really appreciate. >> People are watching. They're paying attention at all levels. Congratulations. >> Absolutely. >> All right, Dave Vellante, John Furrier and our guests. Don't forget to go to SiliconANGLE.com for all the news. Our YouTube channel, actually go to CUBE.net. You'll get all these videos in our YouTube channel, youtube.com/SiliconANGLE. You can check out everything on demand. Keep it right there. We'll be right back. HPE Discover 2022 from Las Vegas. You're watching theCUBE. (soft music)

>>We're seeing green here at Vemo in 2022, you're watching the cube, Dave ante and David Nicholson wrapping up our second day of coverage. Dave, good show. Good to be, you know, again, good to be back. This is our third show in a row. We're a Cuban as well. So the cube is, is out there, but same every, every show we go to so far has been most of the people here haven't been out in two plus years. Yeah. Right. And, and, and they're like, Hey, let's go. Let's hug. Let's shake. I got my red band on cuz we've been on a lot of shows or just being careful <laugh> um, you know, Hey, but it's great to see people back, uh, >>Absolutely >>Such a different vibe than virtual virtual sucks. Everybody hates it now, but now it's going hybrid. People are trying to figure that out. Yeah. Uh, but it's, it's in your view, what's different. What's the same >>In terms of, uh, in person versus hybrid kind of what's happened since what's >>Different being here now versus say 2019, not that you were here in 2019, but a show in 2019. >>I, I think there's right now, there's a certain sense of, uh, of appreciation for the ability to come and do this. Mm-hmm <affirmative> um, >>As opposed to on we or oh, another show, right? >>Yeah. Yeah, exactly. And, and, uh, a personal opinion is that, um, I think that the hybrid model moving forward is going to end up being additive. I don't know that I don't, you know, people say we'll never go back to having in person the way we did before. Um, I'm holding out hope that that's not the case because I, I think so there's so much value to the kinds of conversations that we have, not only here on the set with folks in person, but just the hallway conversations, uh, the dinner conversations, um, those are so critical, uh, not only with between vendors and customers, but between different business units. Um, you know, I, I, I came into this thinking, you know, I know Veeam very well. I've known them since the beginning. Um, but you think I'm going to a conference to talk about backup software and it wasn't like that at all. I mean, this is, this is an overarching, very, very interesting subject to cover. So how is it different? I think people are appreciative. I wouldn't say we're backed full throttle a hundred percent, um, uh, back in the game yet. But, uh, but we we're getting there. Some >>Of the highlights Veeam now, number one, statistical tie for first place in revenue. There aren't a lot of segments, especially in storage where Dell is not number one, I guess technically Dell is like, I don't know, half a percentage point ahead, but Veeam's gonna blow by that. Unless Dell gets its data, >>Protect me as the luxury of focus, they can focus >>Like a laser on it focus. Right? That, that we, we saw this in the P PC where focused, we saw Dell's ascendancy cuz they were focused on PCs, right? Yeah. We saw Seagate on dis drives Intel and microprocesors Oracle on databases and, and, and Veeam applied that model to what they call modern data protection. Um, and, and the, so the reason why we think they're gonna go past is they growing at 20 plus percent each year. And, and I can almost guarantee Dell's data protection business isn't although it's been in a, I, I sense a downward slope lately, they don't divulge that data. Um, but if they were growing nicely, they would be talking about it. So I think they've been kind of hiding that ball, but Dell, you know, you can't count those guys out they're baby. >>No, you can't. And there's always >>A, they don't like to lose. They get that EMC DNA still in >>There. Yeah. You take, you can, you might take your eye off the ball for a little while to focus on other things. But uh, I think it'll be healthy for the industry at large, as Veeam continues to take market share. There's definitely gonna be pushback from, from others in the field, but >>The pure software play. Um, and you know that no hardware agenda thing and all that I think is, is clearly in Veeam's favor. Uh, but we'll see. I mean, Dell's got other, other strengths as do others. I mean, this is, this is, let's not forget this, this, this market is crowded and getting kind. I mean, you got, you got other players, new, new entrants, like cohesive in Rubrik Rubic, by the way is the one I was kind of referring to. That seems to be, you go to their LinkedIn, they seem to be pivoting to security. I was shocked when I saw that. I'm like, wow, is that just like a desperation move? Is that a way to get your valuation up? Is that, is there something I'm missing? I, I don't know. I haven't talked to those guys in a little bit, need to get, get there, but cause he and Rubrik couldn't get to IPO prior to, uh, you know, the, the, the, the, the tech sell off the tech lash. >>If you will Veeam, didn't need toves. We have 30% EBITDA and, and has had it for a while. So they've been, they caught lightning in a bottle years ago, and then now they got the inside capital behind them. Um, you got new entrance, like, like Kuo, you got com. Vault is out there. You still got, you know, Veritas is still out there competing and you know, a number of other, you get you got is wherever HP software landed in, in the MicroStrategy, uh, micro strategy. <laugh> um, no not micro strategy anyway, in that portfolio of companies that HP sold its software business to, you know, they're still out there. So, you know, a lot of ways to, to buy backup and recovery software, but these guys being the leader is no surprise. >>Yeah. You know, it's, I, I, I have to say it to me. It's a classic story of discipline >>Microfocus, sorry, >>Microfocus. Yeah, that's right. That's right. You know, it's funny. I, I, I could see that logo on a, I know I've got a notebook at home. Um, but, but theme is a classic example of well disciplined growth where you're not playing the latest buzzword game and trying to create adjacent businesses that are really, that might sound sexy, but have nothing to do with your core. They've been very, very disciplined about their approach, starting with, you know, looking at VMFS and saying, this is what we're gonna do, and then branching out from there in a logical way. So, so they're not out ahead of the tips of their skis in a way that some others have have gotten. And those, you know, sometimes swinging for the fence is great, but you can strike out that way also. And they've been hitting, you know, you could say they've been hitting singles and doubles just over and over and over again for years now. Well, that's been a great strategy. >>You've seen this a lot. I mean, I, I think you watched this at EMC when you were there as you, it was acquisitions to try to keep the growth up. It was, it was great marketing. I mean, unbelievable marketing cloud meets big data. Oh yeah. And you'd hear on CNBC. AMC is the cloud company. You're like, eh, fucking have a cloud. So, so you, you you've seen companies do that to your point about getting ahead of your skis. VMs never done that EMS like, eh, this is the product that works great. Yeah. Customers love it. They buy it, you know, we got the distribution channel set up and so that's always been, been, been part of their DNA. Um, and I think the other piece is putting meat on the bone of the tagline of modern data protection. When I first heard that I'm like, mm, okay. >>But then when you peel the onion on that, the core is back up in recovery, a lot of focus on recovery. And then the way they, I remember it was there in the audience when they announced, you know, support for bare metal, people went crazy. I'm like, wow, okay. They cuz they used to say, oh, never virtualization forever. Okay. So they beat that drum and you never say never in this business, do you, and then moving on to cloud and hybrid and containers and we're hearing about super cloud now, and maybe there'll be an edge use case there it's still unclear what that pattern is. You've talked about that with Zs, but it's not clear to me where you put your muscle yet in, um, in edge, but really being able to manage all that data that is people talk about data management that starts to be data management. And they've got a footprint that enables 'em to do that. >>Yeah. And, and I'd like to see that same discipline approach. That's gotten them here to continue no need to get on board a hype cycle. Um, what I really love from a business execution perspective from Veeam is the fact that they know their place in terms of the, their strategic advisory role for end user customers and their places largely in partnership with folks in the channel partners, large and small, um, in a couple of the conversations we had over the last few days, we talked about this idea that there are fewer and fewer seats at the table. Uh, working with customers, customers can't have 25 strategic vendor partners and a lot of smaller niche players that focus on something even as important as backup will pretend that they are, that they hold the same sort of strategic weight as a hyperscale cloud provider. Does they pretend that they're gonna be there in the CX O meetings? Um, when they're not Veeam knows exactly how to best leverage what they do with customers and that's through partners in the channel. >>The other thing is, um, new CEO, a non Eron, uh, the fifth CEO, I think I'm correct. Is that right at, at VE yes. Um, so two founders, uh, and then when Peter McKay came on, he was co CEO. Um, and then, um, yep. And let's see, I think yep. You the fifth. Okay. So each of the CEOs kind of had their own mark. Right. Um, and we asked an on in the analyst thing, what do you want your legacy to be? And I, I loved his answer. He's like, this is a fragmented business with a lot of adjacencies and we are the leader in revenue, but we only have 12% revenue share. I want to take that to 25%, 40%. That's like EMC at 30 plus percent of the storage market, Cisco of 60% of the networking market. Wow. If anybody could ever get there, but so 25 to 30% of a market that's that's big. Yeah. I liked his demeanor thought he had a really good style philosophy. Well-spoken well spoken. So new leadership, obviously insight brought him in to take them to the next level. Um, and, and really drive. I gotta believe get ready for IPO. We kind of admitted that. >>Yeah. And I, and IPO for them, one thing he mentioned is that, um, in this case, this is not an IPO let's high five and go to Vegas and get table service because now we finally have money. Uh, they're not doing, you know, obviously an injection in capital from an IPO is always a good thing or should be a good thing if handled properly, but that's not their primary driver. So it'll be very interesting to see if they can hit the timing. Right. Um, how that, how that works out >>Well and, and bill large is his was predecessor. Uh, he, he, he took over, uh, once the company, excuse me, went private. Um, >>Yeah, that phone backed up. >>I still good in the mic once the company went private, uh, well, no, they were always private. Once they got acquired for five plus billion dollars from inside capital, um, they, they put bill in charge, perfect choice for the transition. And it was like, okay, bill. It's like, when you, my brother's a sailor. He says, Hey, take, take the wheel, see that lighthouse or see that tree go for it, keep it on track. And that's what bill did. Perfect. And he knew the company knew where all the skeletons were buried and, and was perfect. Perfect transition for that. Now they're bringing in somebody who they feel can take it to the next level. They're at a billion. He said he could see 5 billion and, and beyond. So that's kind of cool. Um, the other thing was ecosystem as companies got a really robust ecosystem, all the storage array vendors came on. >>The, the, the backup appliance companies, you know, came on to the cube and had a presence here. Why? Because this is where all the customers are. This is the leader in backup in recovery. Yeah. They all want to partner with that leader. Now they're at out the other shows as well, uh, for the Veeam competitors, but frankly, Veeam, Veeam competitors. They don't have, like you said, they're pure play. Many of them don't have a show like this, or it's a smaller event. Um, and so they gotta be here. Uh, and I think the, the, the other thing was the ransomware study. What I really liked about Veeam is they not only just talked about it, they not only talked about their solution. They sh they did deep dive surveys and shared a ton of data with guys that knew data. Um, Dave Russell and Jason Buffington, both former analysts, Russell was a Gartner very well respected top Gartner analyst for years. Jason buff, Buffington at ESG who those guys did always did some really good, still do deep research. So you had them representing that data, but sharing it with the community, of course, it's, it's gonna be somewhat self-serving, but it wasn't as blatant. It that wasn't nearly as blatant as I often see with these surveys, gender surveys, I'll look at 'em. I can tell within like, seconds, whether it's just a bunch of marketing, you know, what, or there's real substance. Yeah. And this one had real substance to >>It. Yeah. And it's okay. When substance supports your business model. >>Yeah. Cool. >>It's great. Good >>Marketing. But yeah, as an best marketing, I'm not gonna use it. The whole industry can use this and build on it. Yeah. I think there were a lot of unanswered questions. I, what I love about Vema is they're going back and they, they did it in February. They, they updated it just recently. Now they're going back and doing more cuz they want to get it by country. So they're making investments. And then they're sharing that with the industry. I love that. >>It'll be interesting to see if they continue it over time, how things change if things change. Um, one of the things that we really didn't talk a lot about is, uh, and you know, it's, I know it's talked about behind closed doors, um, this idea of, uh, stockpiling day zero exploits, and the fact that a lot of these, these >>Things, >>A lot of these problems arguably could have been headed off, had our taxpayer funded organizations, shared information with private industry in a more timely fashion. Um, um, we had, um, uh, uh, was it, uh, Gina from AWS who gave the example of, uh, the not Petia, uh, experience in the hospital environment. And that came directly out of frankly a day zero exploit that the NSA had identified years earlier within Microsoft's operating system. And, uh, somehow others got ahold of that and used it for nefarious means. So the intent to stockpile and hang onto these things is always, um, noble, but sometimes the result is, uh, less than desirable. So that's, it'll be an interesting conversation. >>We'd be remiss if we didn't mention the, the casting acquisition, the, the, the container data protection, small piece of the business today. Uh, but strategic in the sense that, yeah, absolutely. If you want to appeal to developers, if, if, if, if, if you want to be in the cloud, you know, you better be able to talk containers generally in Kubernetes specifically. So they gotta play there as well. >>Well, they, they, they hit virtualization cloud containers. Maybe I'm missing something in between, but they seem to be >>Ransomware >>Catching waves effectively. Yeah. Ransomware, uh, catching waves effectively, uh, again, not in an artificial buzzword driven way, but in a legitimate disciplined business growth approach that, uh, that's impressive. >>And I, and I think Danny mentioned this, we, he said we've been a PLG product led growth company. Um, and I think they're evolving now. We talked about platforms versus product. We still got still a product company. Uh, but they're bill wants to build out a Supercloud. So we're watching that very closely. I, I think it is a thing. You got a lot of grief for the term, super cloud. Some people wince at it, but it's, there's something brewing. There's something different. That's not just cloud public cloud, not hybrid cloud, not private cloud it's across cloud it's super cloud. All right, Dave, Hey, it was a pleasure working with you this week. Always kind of funny. I mean, we're, the crew was out in, uh, in Valencia, Spain. Yeah. Uh, they'll in fact, they'll be broadcasting, I believe all the way through Friday. Uh, that's an early morning thing for the, uh, for the west coast and, but east coast should be able to catch that easily. >>Of course you can all check out all the replays on the cube.net, also YouTube, youtube.com/silicon angle go to wikibon.com. There's some, you know, research there I publish every week and, and others do, uh, as well, maybe not as frequently, but, uh, we have a great relationship with ETR. I'm gonna poke into some data protection stuff in their survey. See if I can find some interesting, uh, data there. And don't forget to go to Silicon an angle.com, which is all the news. This is the cube, our flagship production we're out at VEON 2022. Thanks for watching.

>>The cube is back at Vemo 2022. I was happy to be live. Dave ante, Dave Nicholson and Dave Russell three Daves. Dave is the vice president of enterprise strategy at Veeam. Great to see you again, my friend. Thanks for coming >>On. Uh, it's always a pleasure. And Dave, I can remember your name. I can't remember >>Your name as well. <laugh> so wow. How many years has it been now? I mean, add on COVID is four years now. >>Yeah, well, three, three solid three. Yeah, Fallon blue. Uh, last year, Miami little secret. We're gonna go there again next year. >>Okay, so you joined Veeam >>Three. Oh, me four. Yeah, >>Yeah, yeah. Four is four, right? Okay. Wow. >>Um, time flies, man. >>Interesting. What your background, former analyst analyze your time at Veeam and the market and the changes in the customer base. What, what have you seen? What are the big takeaways? Learnings? >>Yeah. You know, what's amazing to me is we've done a lot more research now, ourselves, right? So things that we intuitively thought, things that we experienced by talking to customers, and of course our partners, we can now actually prove. So what I love is that we take the exact same product and we go down market up market. We go across geographies, we go different verticals and we can sell that same exact product to all constituencies because the differences between them are not that great. If it was the three Dave company or the 3m company, what you're looking for is reliable recovery, ease of use those things just transcend. And I think there used to be a time when we thought enterprise means something very different than mid-market than does SMB. And certainly your go to market plans are that way, but not the product plans. >>So the ransomware study, we had Jay buff on earlier, we were talking about it and we just barely scratched the surface. But how were you able to get people to converse with you in such detail? Was it, are you using phone surveys? Are you, are, are you doing web surveys? Are you doing a combination? Deep >>Dives? Yeah. So it was web based and it was anonymous on both ends, meaning no one knew VE was asking the questions. And also we made the promise that none of your data is ever gonna get out, not even to say a large petroleum company, right. Everything is completely anonymized. And we were able to screen people out very effectively, a lot of screener questions to make sure we're dealing with the right person. And then we do some data integrity checking on the back end. But it's amazing if you give people an opportunity, they're actually very willing to tell you about their experience as long as there's no sort of ramification about putting the company or themselves at risk. >>So when I was at IDC, we did a lot of surveys, tons of surveys. I'm sure you did a lot of surveys at Gartner. And we would look at vendor surveys like, eh, well, this kind of the questions are rigged or it's really self-serving. I don't sense that in your surveys, you you've, you've always, you've still got that independent analyst gene. Is that, I mean, it's gotta be, is it by design? Is it just happen that ransomware is a topic that just sort of lends itself to that. Maybe you could talk about your philosophy there. >>Yeah. Well, two part answer really, because it's definitely by design. We, we really want the information. I mean, we're using this to fuel or inform our understanding of the market, what we should build next, what we should message next. So we really want the right data. So we gotta ask the right questions. So Jason, our colleague, Julie, myself, we work really hard on trying to make sure we're not leading the witness down a certain path. We're not trying to prove our own thesis. We're trying to understand what the market really is thinking. And when it comes to ransomware, we wanna know what we don't know, meaning we found a few surprises along the way. A lot of it was confirmational, but that's okay too. As long as you can back that up, cuz then it's not just Avenger's opinion. Of course, a vendor that says that they can help you do something has data that says, they think you uni have a problem with this, but now we can actually point to it and have a more interesting kind of partnership conversation about if you are like 1000 other enterprises globally, this may be what you're seeing. >>And there are no wrong answers there. Meaning even if they say that is absolutely not what we're seeing. Great. Let's have that conversation that's specific to you. But if you're not sure where to start, we've got a whole pool of data to help guide that conversation. >>Yeah. Shout out to Julie Webb does a great job. She's a real pro and yes. And, and really makes sure that, like you say, you want the real, real answers. So what were some of the things that you were excited about or to learn about? Um, in the survey again, we, we touched just barely touched on it in 15 minutes with Jason, but what, what's your take? Well, >>Two that I'd love to point out. I mean, unfortunately Jason probably mentioned this one, you know, only 19% answered when we said, did you pay the ransom? And only 19% said, no, I didn't pay the ransom. And I was a hundred percent successful in my recovery. You know, we're in Vegas, one out of five odds. That's not good. Right? That's a go out of business spot. That's not the kind of 80 20 you want to hear. That's not exactly exactly. Now more concerning to me is 5% said no ransom was asked for. And you know, my phrase on that is that's, that's an arson event. It's not an extortion event. Right. I just came to do harm. That's really troubling. Now there's a huge percentage there that said we paid the ransom about 24% said we paid the ransom and we still couldn't restore the data. So if you add up that 24 in that five, that 29%, that was really scary to me. >>Yeah. So you had the 19%. Okay. That's scary enough. But then you had the wrecking ball, right? Ah, we're just gonna, it's like the mayhem commercial. Yes. Yeah. See ya. Right. Okay. So <laugh>, that's, that's wild. So we've heard a lot about, um, ransomware. The thing that interests me is, and we've had a big dose of ransomware as analysts in these last, you know, 12, 18 months and more. But, but, but it's really escalated. Yeah. Seems like, and by the way, you're sharing this data, which is amazing. Right. So I actually want to dig in and steal some of the, the data. I think that's cool. Right? Definitely. You gave us a URL this morning. Um, so, but you, your philosophy is to share the data. So everybody sees it, your customers, your prospects, your competitors, but your philosophy is to why, why are you sharing that data? Why don't you just keep it to yourself and do it quietly with customers? >>Yeah. You know, I think this is such a significant event. No one vendor's gonna solve it all. Realistically, we may be tied for number one in market share statistically speaking, but we have 12.5%. Right. So we're not gonna be able to do greater good if we're keeping that to ourselves. And it's really a notion of this awareness level, just having the conversation and having that more open, even if it's not us, I think is gonna be beneficial. It speaks to the value of backup and why backup is still relevant this day and age. >>I dunno if you're comfortable answering this, but I'll ask anyway, when you were a Gartner analyst, did you get asked about ransomware a lot? >>No. >>Very rarely or never. >>Almost never. Yeah. And that was four years ago. Literally. Like it >>Was a thing back then, right? I mean it wasn't of course prominent, but it was, it was, I guess it wasn't that >>20 16, 20 17, you know, it's, it's interesting because at a couple of levels you have the, um, the willingness of participants to share their stories, which is a classic example of people coming together to fight a common fo. Yeah, yeah. Right. In the best of times, that's what happens. And now you're sharing that information out. One of the reasons why some would argue we've gotten to this place is because day zero exploits have been stockpiled and they haven't been shared. So you go to, you know, you go, you go through the lineage that gets you to not pet cat as an example. Yes. And where did it come from? Hey, it was something that we knew about. Uh, but we didn't share it. Right. We waited until it happened because maybe we thought we could use it in, in some way. It's, it's an, it's an interesting philosophical question. I, I don't know. I don't know. I don't know where, if that's, uh, the third, it's the one, the third rail you don't want to touch, but basically we're, we are, I guess we're just left to sort through whatever, whatever we have to sort through in that regard. But it is interesting left to industry's own devices. It's sharing an openness. >>Yeah. You know, it's, I almost think it's like open source code. Right? I mean, the promise there is together, we can all do something better. And I think that's true with this ransomware research and the rest of the research we do too. We we've freely put it out there. I mean, you can download the link, no problem. Right. And go see the report. We're fine with that. You know, we think it actually is very beneficial. I remember a long time ago, it was actually Sam Adams that said, uh, you know, Hey, there's a lot of craft brewers out there now, you know, is, are you as a craft brewery now? Successful? Are you worried about that? No. We want every craft brewery to be successful because it creates a better awareness. Well, an availability market, it's still Boston reference. >>What did another Boston reference? Yes. Thank you, >>Boston. And what <laugh>. >>Yeah. So, you know, I, I, I feel like we've seen these milestone, you know, watershed events in, in security. I mean, stucks net sort of yeah. Informed us what's possible with nation states, even though it's highly likely that us and Israel were, were behind that, uh, the, the solar winds hack people are still worried about. Yes. Okay. What's next. Even, even something now. And so everybody's now on high alert even, I don't know how close you guys followed it, but the, the, uh, the Okta, uh, uh, breach, which was a fairly benign incident. And technically it was, was very, very limited and very narrow in scope. But CISOs that I talked to were like, we are really paranoid that there's another shoe to drop. What do we do? So the, the awareness is way, way off the charts. It begs the question. What's next. Can you, can you envision, can you stay ahead? It's so hard to stay ahead of the bad guys, but, but how are you thinking about that? What this isn't the end of it from your standpoint? >>No, it's not. And unfortunately it's because there's money to be made, right? And the barrier to entry is relatively low. It's like hiring a Hitman. You know, you don't actually have to even carry out the bad act yourself and get your own hands dirty. And so it's not gonna end, but it it's really security is everyone's responsibility. Veeam is not really a full time security company, but we play a role in that whole ecosystem. And even if you're not in the data center as an employee of a company, you have a role to play in security. You know, don't click that link, lock the door behind you, that type of thing. So how do you stay ahead of it? I think you just continually keep putting a focus on it. It's like performance. You're never gonna be done. There's always something to tune and to work on, but that can be overwhelming. So the positive I try to tell someone is to your point, Dave, look, a lot of these vulnerabilities were known for quite some time. If you were just current on your patch levels, this could have been prevented, right? You could have closed that window. So the thing that I often say is if you can't do everything and probably none of us can do something and then repeat, do it again, try to get a little bit better every period of time. Whether that's every day, every quarter, what case may be, do what you can. >>Yeah. So ransomware obviously very lucrative. So your job is to increase the denominator. So the ROI is lower, right? And that's a, that's a constant game, right? >>Absolutely. It is a crime of opportunity. It's indiscriminate. And oftentimes non-targeted now there are state sponsored events to your point, but largely it's like the fishermen casting the net out into the ocean. No idea with certainty, what's gonna come back. So I'm just gonna keep trying and trying and trying our goal is to basically you wanna be the house on the neighborhood that looks the least inviting. >>We've talked about this. I mean, any, anyone can be a, a, a ransomware as to go in the dark web, ransomware's a service. Oh, I gotta, I can put a stick into a server and a way I go and I get some Bitcoin right. For it. So, so that's, so, so organizations really have to take this seriously. I think they are. Um, well you tell me, I mean, in your discussions with, with, with customers, >>It's changed. Yeah. You know, I would say 18 months ago, there was a subset of customers out there saying vendors, crying Wolf, you know, you're trying to scare us into making a purchase decision or move off of something that we're working with. Now. I think that's almost inverted. Now what we see is people are saying, look, my boss or my boss's boss's boss, and the security team are knocking on my door asking, what are we gonna do? What's our response? You know, how prepared are we? What kind of things do we have in place? What does our backup practice do to support ransomware? The good news though, going back to the awareness side is I feel like we're evangelizing this a little less as an industry. Meaning the security team is well aware of the role that proper backup and availability can play. That was not true. A handful of years ago. >>Well, that's the other thing too, is that your study showed the closer the practitioner was to the problem. Yes. The more problems there were, that's an awareness thing. Yes. That's not a, that's not, oh, just those guys had visibility. I wanna ask you cuz you've You understand from an application view, right. There's only so much Veeam can do. Um, and then the customer has to have processes in place that go beyond just the, the backup and recovery technology. So, so from an application perspective, what are you advising customers where you leave off and they really have to take over this notion of shared responsibility is really extending beyond cloud security. >>Yeah. Uh, the model that I like is interestingly enough, what we see with Caston in the Kubernetes space. Mm-hmm <affirmative> is there, we're selling into two different constituencies, potentially. It's the infrastructure team that they're worried about disaster recovery. They're worried about backup, but it's the app dev DevOps team. Hey, we're worried about creating the application. So we're spending a lot of focus with the casting group to say, great, go after that shift, left crowd, talk to them about a data availability, disaster recovery, by the way you get data movement or migration for free with that. So migration, maybe what you're first interested in on day one. But by doing that, by having this kind of capability, you're actually protecting yourself from day two issues as well. >>Yeah. So Let's see. Um, what haven't we hit on in this study? There was so much data in there. Uh, is that URL, is that some, a private thing that you guys shared >>Or is it no. Absolutely. >>Can, can you share the >>URL? Yeah, absolutely. It's V E E so V two E period am so V with the period between the E and the a forward slash RW 22. So ransomware 22 is the research project. >>So go there, you download the zip file, you get all the graphics. Um, I I'm gonna dig into it, uh, maybe as early as this, this Friday or this weekend, like to sort of expose that, uh it's you guys obviously want this, I think you're right. It's it's it's awareness needs to go up to solve this problem. You know, I don't know if it's ever solvable, but the only approach is to collaborate. Right. So I, I dunno if you're gonna collaborate with your head-to-head competitors, but you're certainly happy to share the data I've seen Dave, some competitors have pivoted from data protection or even data management to security. Yes. I see. I wonder if I could run a premise by, I see that as an adjacency to your business, but not sort of throwing you into the security bucket. What are your thoughts on that? >>Yeah. You know, certainly respect everything other competitors are doing, you know, and some are getting very, you know, making some good noise and getting picked up on that. However, we're unapologetically a backup company. Mm-hmm, <affirmative>, we're a backup company. First. We're worried about security. We're worried about, you know, data reuse and supporting shift, left types of things, but we're not gonna apologize for being in the backup availability business, not, not at all. However, there's a role that we can play. Having said that that we're a role. We're a component. If you're in the secondary storage market, like backup or archiving. And you're trying to imply that you're going to help prevent or even head off issues on the primary storage side. That might be a little bit of a stretch. Now, hopefully that can happen that we can go get better as an industry on that. >>But fundamentally we're about ensuring that you're recoverable with reliability and speed when you need it. Whether we're no matter what the issue is, because we like to say ransomware is a disaster. Unfortunately there's other kind of disasters that happen as well. Power failures still happen. Natural issues still occur, et cetera. So all these things have to be accounted for. You know, one of our survey, um, data points basically said all the things that take down a server that you didn't plan on. It's basically humans at the top human error, someone accidentally deleted something and then malicious humans, someone actually came after you, but there's a dozen other things that happened too. So you've gotta prepare for all of that. So I guess what I would end up with saying is you remember back in the centralized data centers, especially the mainframe days, people would say, we're worried about the smoking hole or the smoking crater event. Yeah. Yeah. The probability of a plane crashing into your data bunker was relatively low. That was when it got all the discussion though, what was happening every single day is somebody accidentally deleted a file. And so you need to account on both ends of the spectrum. So we don't wanna over rotate. And we also, we don't want to signal to 450,000 beam customers around the world that we're abandoning you that were not about backup. That's still our core >>Effort. No, it's pretty straightforward. You're just telling people to back up in a way that gives them a certain amount of mitigation yes. Or protection in the event that something happens. And no, I don't remember anything about mainframe. He does though though, much older than me >>EF SMS. So I even know what it stands for. Count key data don't even get me started. So, and, and it wasn't thank you for that answer. I didn't mean to sort of a set up question, but it was more of a strategy question and I wish wish I could put on your analyst hat because I, I feel, I'll just say it. I feel as though it's a move to try to get a tailwind. Maybe it's a valuation play. I don't know. But I, I, it resonated with me three years ago when everybody was talking data management and nobody knew what that meant. Data management. I'm like Oracle. >>Right. >>And now it's starting to become a little bit more clear. Um, but Danny Allen stuff and said, it's all about the backup. I think that was one of his keynote messages. So that really resonated with me cuz he said, yeah, it starts with backup and recovery. And that's what, what matters most to these customers. So really was a strategy question. Now maybe it does have valuation impact. Maybe there's a big market there that can be consolidated. You know, uh, we, this morning in the analyst session, we heard about your new CEO's objectives of, you know, grabbing more market share. So, and that's, that's an adjacency. So it's gonna be interesting to see how that plays out far too many security vendors. As, as we know, the backup and recovery space is getting more crowded and that is maybe causing people to sort of shift. I don't know, whatever right. Or left, I guess, shift. Right. I'm not sure, but um, it's gonna be really interesting to watch because this has now become a really hot space after, you know, it's been some really interesting momentum in certain pockets, but now it's everywhere it's coming ubiquitous. So I'll give you the last word Dave on, uh, day one, VEON 20, 22. >>Yeah. Well boy, so many things I could say to kind of land the plane on, but we're just glad to be back in person. It's been three years since we've had a live event in those three years, we've gone from 300,000 customers to 450,000 customers. The release cadence, even in the pandemic has been the greatest in the company's history in 2020, 2021, there's only about three dozen software only companies that have hit a billion dollars and we're one of them. And that, you know, that mission is why hasn't changed and that's why we wanna stay consistent. One of the things Danny always likes to say is, you know, we keep telling the same story because we're not wanting to deviate off of that story and there's more work to be done. And to honors point, you know, Hey, if you have ambitious goals, you're gonna have to look at spreading your wings out a little bit wider, but we're never gonna abandon being a backup. Well, >>It's, it's clear to me, Dave on was not brought in to keep you steady at a billion. I think he's got a site set on five and then who knows what's next? Dave Russell, thanks so much for coming back in the cube. Great to >>See always a pleasure. Thank you. >>All right. That's a wrap for Dave one. Dave ante and Dave Nicholson will be backed tomorrow with a full day of coverage. Check out Silicon angle.com for all the news, uh, youtube.com/silicon angle. You can get these videos. They're all, you know, flying up Wiki bond.com for some of the research in this space. We'll see you tomorrow.

from the cube studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation CIOs and CISOs of industries that have been hard hit see significant near term and many permanent shifts to their IT and security strategies this was the consensus of four technology executives at leading companies that are feeling the brunt of the corona virus pandemic welcome to this week's cube insights powered by ETR my name is Dave Volante and in this breaking analysis we want to accomplish three things first we want to tap into a new piece of research from ETR it involves an intimate focus group like set up via an open discussion with leading technology executives we interviewed Eric Bradley the managing director of et ours then program and we'll bring him into this discussion the next thing we want to do is we want to drill in to the various sector commentaries from the four leaders third we're gonna comment an hour take try to add some color and then share with you some of the specific vendor commentary that was called out by the executives let's start by looking at what et our event is et our van is a roundtable discussion it applies a tried-and-true methodology similar to a focus group or in-depth interviews what we sometimes in the research business call ID is ETR invites execs in from its community to participate in a private but open conversation et our clients get to listen in the names of the execs and their companies are transparent but the cube is only allowed to refer to them generically as shown on this slide now we can validate these participants they are legit CIOs and CISOs some and very well-known firms now what I want to do is summarize the CIO and seaso sentiment from this then discussion the overall budget impact for these four organizations is very very severe essentially large project projects are being put on hold although digital transformation initiatives remain a priority there were really four significant areas of emphasis that were cited by these execs cloud-first on-prem is losing out to cloud SAS and of course remote access solutions in fact the best comment on the panel was as a service is saving our SAS traditional networking is shifting to SD win especially rigid MPLS networks securing endpoints and zero trust solutions are the winners and there are a number of vendors rising to the occasion that will talk about it let's see how Eric Bradley of ETR summarizes the venn to summarize what we're seeing here was the real winners and losers are clear not everyone was prepared to have it work from home strategy not everyone was prepared to send their workers out there VPN wasn't didn't have enough bandwidth so there was a real quick uptick in spending but longer-term we're starting to see that these changes will be become more permanent so the real winners and losers right now we're going to see on the losers side traditional networking the MPLS networking isn't a lot of trouble according to all the data and the commentary that we see it's expensive it's difficult to ramp up bandwidth as quickly as you need and it doesn't support remote ok what I want to do now is I want to take a look at some of the verbatim comments and I'll just I'll read them from this slide all spending is shut down 70% of big projects are cut all next-gen projects have been shelled the relationship with our SAS vendor has been a miracle we're accelerating from MPLS to sd when on top of secure gateway technologies these will win this was interesting our business continuity plans were way too DR focused essentially we weren't prepared now let's unpack the cloud first commentary and give you some additional color I feel like all we do around here sometimes is talk about the cloud but it's clear from the data in the ETR data set surveys and the venn that in other data from the cube that that the cloud is only going to be accelerated we said this in 2008 in the 2009 downturns have been good to cloud one of the execs literally said I would like to see my data centers completely deleted Wow let's listen to Erik Bradley's take on this comment I was also shocked about that comment that gentleman also stated that his executives outside of the eyeteeth area the CEO the CFO had never ever ever wanted to discuss cloud they did not want to discuss work from home they did not want to discuss remote access he said that conversation has changed immediately so we've been talking a lot about those aspects of people and process and technology that might be permanent post kovat and clearly you see c-level execs as having a bit of an awakening for things like cloud and work from home not that they didn't see them before but these things are gonna accelerate in our view I want to spend a minute talking about networks SAS and bring cloud again into the discussion I gotta say the panel members really trashed MPLS networks in a big way let me explain MPLS stands for multi-protocol label switching you find this type of infrastructure in big telecom networks and it's there to route traffic and pls is used to create dedicated and and essentially reliable connections it enables things like VPNs quality a service management traffic engineering or shaping but well MPLS is definitely cheaper than t1 it's more expensive than Ethernet now I came into prominence well before the cloud and these execs see it is as outdated and inflexible and this is where SD wind comes into play software-defined wide area networks they're gaining popularity especially with the Sassa fication of applications and of course the general trend toward cloud here's Eric Bradley again explaining what the panel members said from his perspectives winners there or in the SD web space it's gonna be impossible to ignore that going forward and some of our CIO and even CISO panelists said that change will be also we're seeing at the same time what they were calling a on on SAS and cloud now we know these trends obviously were already happening but there be they're being exacerbated they're happening even more quickly and more strong and I don't see that changing anytime soon that of course is at the expense of network sorry data centers whether it be your own or hosted which has huge ramifications on from on from Hardware even the firewall providers so and it really seems as if as networking refresh starts to come up and it's coming up with a lot of large in writes when your network refresh comes up people are going to do an RFP for SD web they are sick and tired of paying MPLS network vendors and they really want to look at something else that was even prior to this situation now what we're hearing is this is a permanent change I particularly had one person say I wanted to find this quote real quickly by then but basically they were basically saying that from a permanency perspective the freedom from MPLS will reduce our network spend by over half while more than doubling or tripling or bandwidth now the challenge of course is customers have multiple MPLS contracts with several different vendors and often they just rubber-stamp the renewal but what customers are gonna start doing is layering in SD win and letting those agreements expire ok I want to talk about secure endpoints in this notion of zero trust solutions as I've said in the cube many many times the idea of digging a moat around the castle doesn't protect your queen anymore because the Queen ie the data has left the castle so companies that can secure gateways and secure endpoints they are going to have more momentum during and post kovat now in the panel Z scalar came up a lot in this context as well as fortunate who as I've reported has done a good job in getting its cloud products to market and of course the et our data shows that fortunate and Z scalar both have strong net scores or spending momentum and fort net especially has really strong pervasiveness in the et our dataset as I've reported previously I've also analyzed that there's been evaluation divergence between Palo Alto Networks and fortunate and house II scalar as well is a disruptor in this space I want you to listen to what Eric Bradley said specifically about Z scalar in Palo Alto Networks roll the clip yes it is and I'm glad you brought up Z scalar to very recently by client request we did a very in-depth research on Z scale and versus Palo Alto charisma access and they were very interested this is before all this happened you know does Palo Alto have a chance of catching up taking share from Z scalar and I've had the pleasure myself personally hosting J the CEO of Z scalar at an event here at City and I have nothing but incredible respect for the company but what we found out through this research is Z scalar at the moment their technology is still ahead according to their and there is no doubt however there doesn't seem to be any real secret sauce that will stop palo alto from inching up so if I had to choose that in a year from now Palo Alto might have had a better chance so in this panel as you brought up Z scalar was mentioned numerous times as just the wave of the future along with Cosby brokers right whether you're talking about a net scope or a force point they're all those people that also play in The Cosby space to secure your access zero Trust is no longer a marketing hype term it is real and it is becoming more real by the week now I personally agree with Eric that palo alto is is definitely going to be in the mix customers that we've talked to they want to work with palo alto networks but there's a sea change going on and it's being driven by sass and cloud and now accelerating because a co vid of course that the trend of remote workers is we think here to stay now i want to end by talking about some specific vendor mentions in addition to the ones we've talked about already and this chart shows some of the vendors and their logos that were called out as either being really really helpful during the this pandemic or super important to the CIOs and CISOs these executives really stressed how thankful they are to these companies and that the fact that these companies have worked very closely with them they've been flexible on pricing and payments and they also specifically mentioned how off-put they were by you know this notion of ambulance-chasing for example trials that required them to make some kind of commitment or swipe a credit card they just don't have time for that right now and then of the patience for it now let me call out a few of the companies that were cited in a positive light look at microsoft is all for the ETR data set in so many sectors Microsoft teams security solutions cloud really came up a lot on on this ven IBM was mentioned as being a great partner as what's oracle many many times we talked about fortunate and Z scalar already Cisco was called out as a strategic vendor was very helpful both the networking and with Cisco teams for collaboration CrowdStrike came up a number of times from CISOs as did Trend Micro and carbon black got a mention that's the VMware acquisition insecurity of course MobileIron that makes sense as well because they're securing and managing remote worker devices now finally interesting Lee Salesforce was brought up many times as a critical vendor one exec said that before coronavirus multiple workers could share a Salesforce license by you know sharing passwords but with the spike and work from home they had to purchase more licenses now one last thing that I want to bring up is start ups I got this question the other day from a client who said how a start-ups fair you might think that in this climate especially among for hard-hit customers that there might be risk-averse as it pertains to using startups once cio however said the following paraphrasing you always hear about the guy that says we'll pick three companies in the upper right hand corner the Gartner Magic Quadrant will test them out and this C so said that one of the things that he's always done is picked two from the upper right and one from the lower left one of the emerging techs and he gives them a shot let's listen to how Eric Bradley describes this dynamic roll the clip it's a great comment and honestly if you're in charge of procurement you'd be stupid not to do that not only just to see what the technology is but now I can play you off the big guys because I have negotiating leverage and I could say oh well I could always just take their contract so it's silly not to do it from a business perspective so it's really interesting and somewhat non-intuitive these comments on startups which of course means despite all the consolidation and acquisitions that you see in the industry you know there's still gonna be a lot of fragmentations a fragmentation especially as I've said many many times in the security space people still want best to breed and innovation and if it can drive business value they're gonna they're gonna go for it ok so look I realize that these are narrow comments from for CIOs and CISOs but they give us some added texture and flavor and color to the core ETR data set and we're going to continue to report on these trends and share more details as they become available both from the ETR data set and from other vents and remember we're gonna be digging into the latest ETR survey over the over the coming weeks as ETR exits its self-imposed quiet period so you can always check out ETR dot plus I publish weekly on wiki bang calm and on Silicon angle calm and of course our YouTube library has all these videos that's youtube.com slash silicon angle by the way these segments are also available as podcasts you can DM me or tweet me at devil ante and please by all means comment on my LinkedIn posts or email me at David Galante at Silicon angle com always appreciate the feedback thanks for watching everybody this is breaking analysis brought to you by the cube powered by ETR this is Dave Volante and we'll see you next time thanks for watching [Music]

(funky music) >> Live from Las Vegas, it's theCUBE, covering Informatica World 2019. Brought to you by Informatica. >> Hey, welcome back everyone, this is theCUBE's live coverage here in Las Vegas for Informatica World 2019. I'm John Furrier, your host, with Rebecca Knight who's on the floor getting some data, getting some reports. She's my co-host here this week. Next guest is Bruce Chizen, board member of Informatica, OG, original gangster of the tech scene. Been there, done that. Welcome back to theCUBE, great to see you. >> Yeah, great to see you, John. >> Big alumni. I love having you on because you're kind of, you're a historian through experience, still active in the industry, obviously, Informatica. Four years private. >> Historian, that's scary. >> You've been around the block. You've seen more waves than I have, and that's a lot. But, you know, you've done a lot of things and you've seen the waves. You've run companies, you've been on boards. You've been on Informatica board. Four years private, a lot of great things can go on. Michael Dell proved that. He took Dell Computer, which is now Dell Technologies, he took it private, and I asked him. He wanted to retool and didn't want to do the shot clock of being a public company. Filing, and sour beans and all those regulations, 'cause he knew what was coming, the wave was coming. Informatica did the same thing, so I'm expecting an IPO, or MNA big deal happening. But four years, with great product people, you're on the board. Data, our original conversation four years ago on theCUBE, hasn't changed. >> No. It's the same wave, and now everyone's jumping on the wave. >> The good thing for Informatica is, as a private company, we got to do things that we could not have done as a public company. The level of investment we made in R&D, the transition from perpetual, or on-premise, to subscription. The investment in the sales organization. Couldn't have done that as a public company 'cause the shareholders tend to be too short term focused. >> And also I will add, just to get your reaction to, is that, my observation, looking at these situations when you have smart people, the board, like yourself, and the product team. Which I've been complimentary of Informatica's, as you know. Some other critical analysis, but that's different. But, great product engineering people. When you don't have the pressure of time, you could watch things gestate and when you're early, you have an advantage. Talk about that, because that's a strategic thing, most people aren't talking about, but you an early lead on data. You've had product engineering leadership, and you had time. >> It's not as easy as you make it sound. Keep in mind, Informatica is owned by financial sponsors. Private equity. >> Yeah, there's some pressure. >> CPP. And it's up to people like myself on the board, the other independent board member, the management team, to continue to remind the investors that if we make early investments and they pay off the company will be worth more and they'll ultimately make more money and their partners will make more money. >> I made it sound like you're on the beach drinking wine. >> A great example is what Informatica did with the data catalog. That was an early investment. No one really knew whether it would pan out. Sounded good, but it required a significant investment, that came out of the pockets of our investors and we were able to convince them to do that. Another great example is CLAIRE. You know, AI is hot. Well had we not invested in CLAIRE, three, three and a half years ago, CLAIRE would not be in existence today. Couldn't have done that as a public company. >> And it gives you a little bit of a lead, again, there's just no shot clock on public. But yeah, the private executives, they're not going to let you sit around and hit the beach and clip coupons. You got to work hard. But I got to ask >> The other thing you've seen the company has gone from a great point product company, great products, to really developing a platform, and architecting a platform. Which requires a significant amount of engineering. >> I was going to ask you about that, I'm glad you jumped the gun on that. Platform is the key. Speaking of platforms, I was just at Adobe, a company you're very familiar with, they're rolling out a new platform. Platforms are now back in vogue but it's not the old way. The old way was build a platform, have a competitive advantage, lock in your nested solution in imitability. Now it's platform open, different twist. How is that different? 'Cause you've seen the platform where you got to own it, barest entry, proprietary technology, to platform that's open extensible. >> Yeah, customers have gotten smart. No customer wants to be held hostage to one individual platform. SAP being a great example. Microsoft Windows being another example. They want to make sure that if they choose one platform, they could easily migrate to another. It's one of the reasons why Informatica is in such a sweet spot, because we allow our customers to choose which Cloud infrastructure providers they want to put their workloads on. And they can use multiple Cloud infrastructure. >> I got to ask about the competition now. Not competition but co-opetition, just marketplace in general. Everybody's jumping on the same wave that you guys have been on. You go to YouTube.com/Siliconangle look up Informatica videos I've done here with the team and you four years ago. Look up some of the things we were talking about, not a lot of many people talk about data driven, hardcore analytics, next-gen. These are the kind of topics that in AI machine learning, now everyone's talking about them. What's different about Informatica as the noise level increases around some of these things? Certainly, it's pretty obvious AI is going to be hot. Multi-generational Cloud, multi-generational things can happen. Operations, AI automation. >> Yeah. >> But what's different about Informatica? What should people know about Informatica that might be unique that you can lend some insight into? >> So when I think about the competition, or the co-opetition, I put those competitors in two buckets. There's a whole slew of smaller players that have some really good point products. Fortunately for Informatica, they don't have the scale to compete. And when I say scale to compete, not just on the go to market side, but they can't afford to invest two hundred million dollars a year in research and development building a complete platform. So, even though they're kind of ankle biters and occasionally I feel like the company has to slap them around, and they're annoyances, I don't think they're a big threat. The Cloud infrastructure players, the platform guys, Google, AWS, Azure, will continue to provide data tools that are developed for their stack. They will do some things that will be good enough. The good news is Informatica does great as it relates to enterprise Cloud management. So, if an enterprise really cares about their data, and they really care about having choice in the future, and they don't want to be held hostage to any one platform, Informatica is the only game in town. >> You're one of the best at doing theCUBE. This is our tenth year, and I remember telling some NetApp people because they invested in Cloud early, too, they don't get the credit. This is another example of Informatica invested early on in Cloud. I talked to Emmett and Anil years ago, they were well down that Cloud path. So Johnny-come-lately's going to jump on the Cloud 'cause there's an advantage so props to Informatica. >> And plus it's not Cloud only. Most of the large enterprises are hybrid, they will be hybrid for many years to come. In fact, if you look at workloads today, they majority of the workloads are still on-premise. >> Scales come up a lot. You know my commentary and theCUBE, everyone who watches me knows I like to rap about I was the first to call Amazon the trillion dollar opportunity because of the scale. Scale is the new competitive advantage, I've said that. I've said open is the new lock in. Value is the new lock in is what I said. So now you've got scales. The question is how does a startup compete if scale is table stakes? Is it race for funding? Snowflakes got to three billion dollar evaluation. Are they worth three billion? We're going to analyze that in theCUBE later. But they raise almost a billion dollars in cash. Do you scale up with cash and grow? >> Great technology. It starts out with really great technology. An organization like Snowflake, great technology. Look at Databricks, great technology. So, I look at the great new startups, what makes them great is that they have an innovative technological solution that's hard to replicate. Then they get the funding, and they're able to scale. That's what it takes to be a startup. >> And that's almost the OG, original gangster, Vectra Capital model. >> That's correct. >> Agile, iterate your way to success. No craft, no scale. Just speed. Is the world going back to the old formula? >> It's going back to innovation. To technical innovation. Especially given that you have so many scale players. You can no longer just come in there as a startup. Money alone is not going to enable you to be successful. >> All right I want you to pay it forward for all the young people graduating. I just was at my daughter's Cal, Berkeley graduation yesterday. Although she wasn't in this class. Cal just graduated their inaugural first-generation class of data science. Databricks was involved in that, they donated a lot of software. They're very Cal oriented. People who graduate high school, elementary school, this is a new field. Not enough jobs. Berkeley, a leading institution, first class ever in data science. What skill gaps are out there that need to be filled that people could learn now to get ahead and get an advantage in the workforce? >> My view, John, it starts in middle school with math. If we could help our kids who are in middle school to get through algebra, studies have shown they will move on to undergrad and then many of them will move to graduate work. We've got to start early. Yeah, there's some simple fixes. Help people become coders, help people do other things. But the reality is >> If you can't get the algebra done you're not going to code. >> We have to solve the longer term problems. So when I think about jobs of the future, we've got to create people who are creative, but at the same time understand the basics. >> Math, stats, great stuff. Final question. Are you going to run a company again soon? >> So I get that question quite often. First of all, I love doing what I do today, which is kind of a lot of little stuff. I do miss running a company. But, as I've told a whole bunch of people, I have no desire to ever report to a board again. So unless I own 51% of that company, I will not be running a company. >> Well now you know the deal terms, anyone who's watching for an investment from Bruce partnering with them. Great stuff. What's missing? What's around the corner? What are people missing in the news these days in the trends? What's coming that's exciting that nobody's talking about? >> I think what's happening, and this happens each wave, there's been so much excitement about the movement from On-Premises to Cloud, about AI and machine learning, I don't think people really appreciate how early it is. That we're this much in to it and we've got a long ways to go. And the old workflows that are on-premise, the amount of advancement in artificial intelligence and machine learning has so far to go, that people need to be patient and continue to invest aggressively in what's going to transpire ten years from now, not six months from now. And then you add things like 5G, faster speed WiFi, that also is going to have this huge impact. >> Great insight, Bruce. Thanks for sharing that insight. Get the kids learning math in middle school, gateway to coding, gateway to graduate work. Next ten waves, lot of waves coming. Bruce, thanks for sharing the insight. Good to see you again. >> Thanks, John. It's a pleasure. >> CUBE coverage here in Informatica World 2019. I'm John Furrier with theCUBE. Thanks for watching. We'll be back with more after this short break. (funky music)

>> Announcer: From New York, it's The Cube! Covering Blockchain Week. Now here's John Furrier. >> Hello, and I'm John Furrier with The Cube. We're back here on the ground for coverage of Consensus 2018, part of Blockchain Week New York, and we've got some amazing action going on here. We got Omar Bham, who's with Crypt0, C-R-Y-P-zero. Also got a great podcast. Great to see you. Crypt0 News, you're doing a lot of great social. Love the hat, love the swag. >> Thank you so much. >> Lookin' good. >> Thank you so much. Yeah, this is a swag actually, a follower of mine actually sent me, so I get these random boxes of just shirts, but I love 'em because my entire closet is crypto shirts, and now Goodwill, because I donate all these crypto shirts. (laughs) >> That's awesome. >> Yeah, thanks. >> Well, great to have you on. >> A pleasure. >> You're a celebrity, media celebrity, but you're really an example of a rising new kind of stakeholder in the ecosystem and the community. You're producing content. You're producing with the community. It's a co-development model. You're building a network. >> Yeah, it's... >> Not audience, they're already there, but you've got a network. >> Yeah, it's that thing where you want to find that niche. >> You know? >> John: Yeah. >> And it's just we've been blessed, some of us, to find this space pretty early on and develop that presence before others perhaps could. It's just a blessing. >> So what's your take on all this place? I got to ask you, what's your thoughts? Massive crowd. What's the analysis? >> You know, I was here last year, and we were expecting, I think it was 2750 last year, this year 4000. Turns out to be 8000 people, and a big trending Twitter post today was do you think that you're getting work done? This is my Amin Gunsir. He's one of the big blockchain, he looks at the code very deeply in different blockchains. And so he said, do you feel like you're getting work done with that many people, or do you feel like you're not? And more people were actually getting work done. I think it was, like, 62% to 38%, the vote. (John chuckles) So even with the amount of people here, people are close, tight, and still getting work, you know, (mumbles). >> Well, one other thing, and this brings up a good point. I mean, when you're face to face at a physical event, you have engagement on a whole nother level. It's not digital. Not digital face to face. >> Yeah. >> And I was down in the cafeteria for the little cafe. It's supposed to be public, open, for when you buy your lunch. >> Yeah. >> It was like a conference room. I couldn't sit down. People having meetings. There is so much business being done, relationships being built. So this community really is kind of getting work done. >> Yeah. >> And a lot of it's relationship-based. >> Sure. Yes, absolutely. And, you know, it's a lot of it to do with old relationships blossoming into new relationships. It's that I trust somebody who I already trust. So a lot of these guys have been coming to conferences together for years. >> John: Right. >> And you get introduced to somebody, and then it just works that way. And that kind of a beautiful... >> John: Yeah. >> It's like a mesh network. It's not just coming here and trying to, you know, like, necessarily shill. It's like, oh, here's my friend who I trust. >> John: Yeah. >> We went to school together. And naturally automatically, maybe it's a human thing, we just connect to that person a little bit easier. >> Talk about the work you do. And you got a YouTube channel, you got a podcast, you do some Facebook. >> Yeah. >> What's the format of the show? What's your style? What are you looking for? What kind of content are you producing? Obviously it's very engaging, it's very popular. >> Yeah. >> What's your style? >> Well, originally my style was a belief that the economy was going to collapse, so I was a big investor in stocks, I was trading, and I was trying to save my 401(k). Believe it or not, this was a while back. And I was thinking, how do I grow my capital and preserve it? I was worried that we were going to have another collapse, like 2008 was the beginning of it. So I thought about the future, the singularity, and this one point where we look at Moore's law where computing prices get cut in half for chips every year and a half, was the original road map. Prices cut in half. And basically how do we connect that old world collapsing, perhaps, (John chuckles) into this new infrastructure? And cryptocurrency came at that point, where I had already had some bitcoin, and then Ethereum was coming out, and I realized Ethereum could very well provide that base protocol for the next internet of things, so... >> And the developer community uptake has been phenomenal for Ethereum. >> Yeah, it's incredible, yeah. >> So let's do a little show right now. Omar, what's going on? How's it going? (Omar laughs) What's the content like? What's the coolest thing you're seeing here? Share some stories from the show. What have you seen? >> Let me see. I did interviews with some huge people. So it's so cool just to run into, like, the creator of Lightcoin's right there giving out stickers for his cryptomagical friends. Creator of Monero talking about how he lost all his crypto in a boating accident to me yesterday. (John laughs) Talking to some big trader dudes. Hearing about some stuff I can't even talk about, like, because I promised, and we did a verbal NDA, and I honor those. But, I don't know, it's, everywhere you look, there's something to learn, and you'll be amazed. >> It's got everything into it. I mean, I love this wave, right, because one, technically it's some magical shit happening. >> Sure. >> And it's happening big time. Starting out is growing fast. Business side, radical disruption to business models. Community has been open source, kind of an extension to open source communities. So, and then you've got a glam factor, money. >> Um-hum. >> (laughs) Right, so, I mean, money, I mean... Well, what is it missing? >> You know, I had a friend actually tell me that he got kidnapped, he got kidnapped, tied up, and held at gunpoint for three hours for all his crypto, so he lost all his crypto. So mostly the people who are, like, way up there don't do all that flaunting and showy stuff. You look at the big developers aren't rolling up in the Lambos and Ferraris. Generally you want to be pretty humble and modest about what your earnings are. And so I think it's, maybe it's a sign of, like, that Floyd Mayweather phenomenon, let me show it off. >> John: Yeah. >> Yeah, let's flaunt it. But mostly, like, I think it's that, you know, when you work for somebody, you wear a suit. When you work for yourself, no offense. (laughs) >> Yeah. >> I think you look great. You go the jeans on. >> I'm not wearing a tie, so... >> Exactly. And then when you work for yourself, you can show up in pajamas. >> Yeah. >> So... >> Well, I got to agree with you that I love the mojo, and I think one of the things that's notable in this industry is the pioneers, the guys who are making the money on the front end, they're developers, too. >> Um-hum. >> They're not just, you know, guys rolling the financial Wall Street kind of thing. They're making money and they're paying it forward, right? There's a huge pay it forward culture here. >> Yes, absolutely. >> And I think that is, I think, the differentiator that no one sees, is that that ethos is self-governing. >> Um-hum. >> Yeah, I think there'll be a mainstream adoption pretty quickly. >> Um-hum. >> But still right now it's tight-knit. >> Um-hum. >> It's very cool, and it's a pay it forward culture. >> This is mainstream to me, man. Two years, seeing this space just blossom. But we're getting there. I think it's the early adopter phase. >> John: Yeah. >> Maybe a little bit of early adopter, early majority in the United States. It depends where you are in the world. In LA, everyone has at least heard of bitcoin... >> John: Yeah. >> ...or has some bitcoin where I live. It wasn't the case before when I was living in Miami and (mumbles). >> Well, Omar, I'm a big fan of your work. We showed you the clip or two. >> Oh, I'm a fan of yours. >> We're going to get that to you. >> I love what you're doing. Thank you so much for sharing it to me. >> Yeah. >> I have to have you on my own show, for sure. >> Yeah, what's the URLs? Give a plug, what's the URLs, YouTube channel, coordinates, how do people get in touch with you? >> You can go to youtube.com slash C-R-Y-P-T-zero, so it's basically crypto, but without a zero. You can go to Twitter, so you can follow me on... >> Without an O. >> Yeah? >> It's crypto without an O, or with an O? >> Not the letter O, just the letter, the number zero. >> The number zero, okay. >> So C-R-Y-P-T-zero. Then you go to Crypt0's News. Same way, I'm always Crypt0 with a zero at the end instead of a letter. So Crypt0's News, Instagram, Twitter. We're on SteamIt, Crypt0 everywhere. >> Well, let's do some code development together. You're now a Cube alumni. >> Yeah. >> Welcome to The Cube. >> Thank you so much for having me. We just met... >> Yeah, yeah. >> ...but I'm really excited to have met you. Super personality, man. >> Love the new producers. We love co-developing. We do it out in the open. We're in the open right now. We're on the floor here at Consensus 2018 bringing you all the coverage. Going to do 10 more interviews tomorrow. I did eight interviews last night. We interview anything that moves that's high-quality. Omar, thanks for coming on. It's The Cube. I'm John Furrier. Thanks for watching. >> Thanks, John. >> Announcer: Live from the campus of MIT in Cambridge, Massachusetts, it's The Cube! Covering the MIT Chief Data Officer and the Information Quality Symposium. Now here's your host Stu Miniman.

>> Announcer: From New York, it's The Cube, covering Blockchain Week. Now, here's John Furrier. >> Hello everyone and welcome back, I'm John Furrier, co-host of The Cube. We're here on the ground, in the middle of all the action. Consensus 2018, I'm here with Andrew Prell, with Convergence. Cube alumni, we met in Puerto Rico, industry legend, veteran, been around, welcome back. >> Thank you, like to be here. >> So Convergence, you guys got a unique opportunity, we did a deep dive on YouTube, check Andrew Prell, Convergence, youtube.com/siliconangle, great video to watch from Puerto Rico. Quickly, one minute, explain what you guys do, and then we'll get into the new hot news. >> All right, so we're reimagining the whole video game space. We marry the consumer game industry to the out of home entertainment industry, into one operating layer, where all devices get to play against each other, in the same game space. Then we put our virtual currency on the Blockchain, to eliminate all the fraud and theft that happens when people try to convert their digital assets to actual cash. >> Okay, so what's the news real quick? Give us the update, what's going on, what's the update? >> Well see the update, we had initially named our token, back in September of 2014, while we're building everything out. We had named it Nano. Raiblocks, put it out on the Blockchain, just what a month ago, month and a half ago, as Nano, so we had to rename the token. So we announced, and we've already burnt them, put them on the Blockchain, they're in our wallets right now, on May the fourth, we announced our new token, as the Droid coin. So May the fourth be with you. (laughter) These are the Droids your looking for. So we have the Droid coin now in twenty different wallets ready to start deploying them as our white paper states. >> And you get the big momentum going on. Team updates, any new personnel, what's going on, what's the progress? >> Well the personnel actually, we just had a major event, called run for the unicorns, we had it in Louisville, Kentucky, derby week. And we took all the VIP's and press and that to the derby at the end of the week. It was a really great event. There's when we rolled out the coin, we had the team up on day two talking through all of it. It was really an awesome event then, we're now here at Consensus talking with Ledger. What they're doing right now really works well with our investment funds. 'Cause we did the, we talked last about the virtuous circle of a token based investment fund, and where we're breaking up ten funds allowing the VC's to have nine of them, and go up against the DOW on the Blockchain. Well the vault that the Ledger has, we're starting to walk through with them because we'll bring it to it's limits and it really seems like something awesome for, you know, just the whole Blockchain industry in general, in having that security at a industrial level or a institutional investor level. >> Andrew I would literally appreciate you coming back on. Real quick, what are you learning here at the show? What are doing, any business deals? Let's get the update on the ground here for you. >> On the ground here for me, we're actually have several major deals in the works that we're trying to close right now. If all goes well, by the end of this week, if not next, we will be done closing our funding rounds, period. And then from that point on, the only way you'll be able to get our tokens is to buy them from some of the startups that we're investing in, so. >> Great model. Check out our YouTube video with Andrew, deep dive, changing the gaming industry a whole nother level, really innovative solution and business model. And the tech underneath is all cutting edge. Andrew thanks for coming on The Cube again, giving us a quick update, I'm John Furrier here on the ground at Consensus 2018, in Manhattan at the Hilton Midtown for Blockchain week, New York City. >> But did we tell them where they can find our stuff? >> Go get, give the URL plug. >> Yeah, ico.silicanexus.com and fund.silicanexus.com that's where you can find all of our information on everything we're doing. >> All right, good luck with the progress, we'll be right back with more coverage after this break. >> Thank you.

>> (announcer) Live from Las Vegas: It's the Cube covering service now knowledge 2018 brought to you by Service Now. >> Welcome back to Las Vegas, everybody. This is the Cube: the leader in live tech coverage. We go out to the events, and, we extract the signal from the noise. This is day 3 of Service Now Knowledge, k18. The hashtag is #Know18. I'm Dave Vellante with my co-host Jeff Frick. Chris Anderson is here she's the managing director of Delloit, running the telecommunications, media, and technology practice. Welcome to the cube, thanks for coming on. >> Thank you so much, glad to be here. >> So, Delloit, awesome company, we had some of your colleagues on earlier. You guys have deep industry expertise. Global scale, leading digital transformations. First of all, what's your role, and let's get into it. >> Sure, so, I work in, as you mentioned, RTMC practice, full of acronyms, right? Mostly focused in the telecom space, and I've been in the telecom space for about 20 years. I'm really driving large scale transformation of the operations: how do we make the business more effective, how do we improve the overall customer experience, right, and how do we make sure that as new technology comes online in tel-cos, that that's seamless to customers, and that they don't fell the disruption, if you will, right, of the large leaps that tel-cos are making. >> Well, so, help us understand the basics of tel-co, um, you've got cost per bit coming down, you got data growing like crazy, you have over the top providers just bogarding the network, tel-co infrastructure is fossilized, um, wow, You must have a lot to do. >> Well we all want to watch the basketball game as we walk from the floor, to our car, into the house right >> 24/7, right, so, major, major challenges, which is great opportunity for you and Delloit. >> Absolutely. >> But give us your perspective on the state of the state in the industry. >> Sure, so I think it's funny you say the basics of tel-co, 'cause I think that's the hard part about tel-co, is it's not really basic, like, everyone expects that communications are there real time, right, and there's always going to be, we'll call it tone, right, but I think now it's at a whole new level, right, I think the challenge now for tel-co is mobility, right, I mean the pace of mobility, right, the massive proliferation of devices right, and sensors that are all connected. And so I think that now, I think the basics of tel-co. the game has changed, right, tel-co used to be it's own vertical, right, and now. it's really its own horizontal, right, enabling smart health, smart cities, right, many other industries, and I think that's the challenge for tel-co, and, it's become the new basic, if you will, it's not just the network for dial tone, right, it's about a true enabler for industry, right, and communications in real time right across the board. >> So, tel-co, that's really interesting, how you positioned that, so, tel-co has a dual agenda. >> Yes. >> The horizontal technology platform, and maintaining the verticle, not getting disrupted, so can it, can tel-co pull off that dual agenda? >> I think it has to, right, because to the point verticle, it used to be that they were the straight line,right, they provided the service and they were directly linked to the end customer, right, and, now, there are lots of other content aggregators and providers in that space, and so it's getting harder and harder for tel-cos to really maintain connectivity to their end customer, right, so they've also got to be an important part of the value chain, right, and other businesses, so I think they have to do both in parallel to stay relevant, but I think that's what makes kind of an, part of our work with servicenow, and how it comes in is the focus on customer service management, right, and really the part about the network, right, is the critical underpinning for tel-co, but if you ask tel-co network people, they say that is the experience, right. That's how I get the experience, right, is the speed of the network, right. I can't have any latency, it's always available, right, for it to enable these mission critical, mission critical things. >> Amazing, and you have these things coming up like, 5G, and industrial internet of things, you know, and we, we did a nice piece with a company that had a remote operation of autonomous vehicle. So, you know, they're driving the car from the office while we're in the car. Business case being take care of the edge cases on autonomous vehicles, so, latency becomes a really important thing with car brakes, and these things, so the opportunity and the challenges are only going to grow with this kind of next big leap that we're going to see built up around the 5G capability. >> Yeah, I think the move to 5G will be transformational, for the industry, right? And, really, 'cause now, you know, you expect your communications to work but you get frustrated, like, if your phone doesn't work, or your internet's not working, you just get frustrated, right, if your autonomous, you know, self driving vehicle is not working, right, or you've got a mission critical device, right, helping your heart beat, right, those are, those are different things, right, in a kind mission criticality that I think 5G introduces the potential for, right, will really change the game, right, but also makes it critical that you understand that full path of the network connectivity, and the services to the customer, right, 'cause if you're not in control of that full path to delivery there's no way to guarantee, right, the mission criticality that 5G` can deliver on. >> Right, so Chris, how does your work, um, what's your focus with the tel-cos? How does it intersect with what you're doing with service now, and how does it ultimately benefit consumers? >> Sure, so my focus, really, in the tel-co space has been in, in what tel-cos call "BSS",right, which are business support systems, or really, the front office. So, from, you know, helping customers from, the time of quoting, right, or ordering services, all the way through to fulfillment and delivery of them, right, I think that's the intersection, really, that is important to us with servicenow, right, our work with servicenow, to date, like many organizations, has been kind of in the IT service management space, HR, more on the enterprise, right, but not truly the heart of the business, right, and where we're really focused is, you know, working with servicenow to bring them into the heart of the business of tel-cos, right, and really change the game, right, I think one of the hot, one of the benefits in what I do, which is large scale transformation, most of these take years, right, two to three years before customers see any benefit of transition from one platform to another, right, and we've already been able to do some work with servicenow right, and our partnership, that you can see the benefit in months, right with a lot less risk, so it's really kind of taking the long term experience that I've had with the traditional industry players, right, and creating agility, right, and transformation from taking that from years to months, right, reducing the risk profile, right, and really creating an amazing experience across the value chain. >> Great benefits Dave: less risk and faster. >> Well, well, so I want to bring that back to sort of what we were talking about earlier: I mentioned the over top, top providers, when I think about my experience with interacting with, Netflix for example, I don't talk to their sales department, or their customer service department or their maintenance. I just interact with Netflix. Is that the vision for where you're trying to take tel-cos? >> I think it's part of it, right? 'Cause to your point, if the service I'm getting, works like it should, I don't want to talk to anybody. Right, like, I think that historically, we think of customer service and customer service management as I call somebody and how do they help me. Right, and I think the next generation of good service is how do I make sure they don't need to call me. >> No calls. >> Right, no calls, right, how does this work, and how do I stay on top of it, and I understand anything that might be degrading the experience and I get my arms around that, and so I think the new generation of customer service management is understanding, right, those things and kind of having a full and immediate view, and being able to take action quickly, and I think the kind of customer service management solution is important. We've been building out what we're calling an end to end service assurance solution ,right, with the servicenow team, and that really lets us look at from the time that an issue is detected, which could be customer degrading, all the way through to resolution. Right, to be able to own that path right to closure right, and really have real time visibility, and the ability to act and the ability to see those metrics and really manage your business real time. >> Well we hear that all the time: going from kind of a historical look at data, and reacting to being a little bit more, um, predictive, but then ultimately being more prescriptive, so you're, you see, you see, the development of the problem before the problem becomes a big problem. >> And I think that that is the future of customer service, and its going to be critical, right, as we pivot to 5G and we've got mission critical services running on that network that we really get this right, so. >> How about the event here, um, what are your takeaways? You're hearing a lot about what I call machine intelligence, AI, um Dev Ops, I mean all kinds of cool tech going around, but what's resonating with you Chris? >> So, probably say the opposite of what everyone's saying so I hear that but like we spent a little bit of time with a client yesterday right and we were talking about machine learning and artificial intelligence, and they say okay that's great so I can, you know, how do I take the emails that come from somebody written in a third language trying to write them in english, and what's the challenge of how do I get artificial intelligence to figure out what that issue is, and go act on it right, and so I think, I think these technologies are exciting, but I think we also have to pay a lot of attention to the basics right and not think that there is a shortcut right to providing the service and the mission criticality so to me I still think in terms of really enabling the front office that they're early days I think its certainly worth the investment but I think part of it is just looking critically at the business remember that the service and the service levels right are really driving right and we keep pushing the technology to catch up but I'm I would not I haven't seen a lot of tel-cos in the front office where experience is concerned be early adopters because that's the least the last risk that you want to take. >> But that's a great example, though, because that's a very specific use case where you would like to see more intelligence applied, and I think that's really the key as well where can we get the value as opposed to a generic dead smart person named thing that kind of exists, right, here is a specific problem, can we use AI and machine learning to help us solve that specific problem. >> Because what we, I think what we know is that if I have a sensor on a device and it picks up an issue I can start acting on that immediately, right, the ones that are much harder to act on are the ones that people report and then have to be translated right to figure out the action that needs to be taken but guess what there's still the same SOA attached to it right so how do I really advance you know artificial intelligence to really be able to move that forward in a much faster and reliable way right to the point where businesses will take a bet on it, so >> Alright we'll give you the last word Chris what should we know about, you know Delloit, kind of a bumper sticker, um, you know, your servicenow practice and tel-co what's your take-aways? >> So, um, I think, I think the magic, right, of the partnership and where we're really trying to take it is the fusion of our truly deep industry experience right and folks that have been in and around for 20 years, and using the servicenow solution in new ways right, and really again bringing it to the core of the value chain right, and, and frankly disrupting a lot of the industry solutions that have been out there that have gotten quite set in their ways like we see so many of our clients that don't have good answers right then they're paralyzed right trying to look at all the solutions that are there, and not finding anything that they like, and I think that's the magic that we're trying to bring to the partnership and really disrupt the game. >> Awesome. Well thanks for coming. Thank you I appreciate it guys. >> Alright keep it right there everybody listen you want to go to a couple of resources I want to give you for some great free content go to theCube.net, you'll see all the videos here, go to youtube.com/siliconangle subscribe to that channel, get notified of all the action we're at all the shows um siliconeangle.com for all the news wikibomb.com is a research site so check those out keep it right there everybody well be back with our next guest right after this short break.

>> Narrator: Live from Las Vegas, it's theCUBE! Covering IBM Think 2018. Brought to you by IBM. >> Hello everyone and welcome back to theCUBE's exclusive, three days of coverage here at IBM Think 2018. I'm John Furrier co-host with Dave Vellante, hosting three days and next is Joel Horowitz, Vice President Strategic Partnerships and Offering, of The Digital Business Group. >> Thanks. >> Welcome back to theCUBE. Good to see you. >> Good to see you guys. Thanks for having me here. >> Thanks for coming on. >> You've been on theCUBE, probably so many times, talking big data, talking analytics, now, in your new role in The Digital Group, the digital transformation. I really want to just ask you right off the bat about your new role, and how it relates to the changing ecosystem. >> Joel: Yeah. >> All of these markets are changing big time, the role of the ecosystem, the leverage that they have with technology and the value propositions, whether it's decentralized applications in Blockchain to storage and infrastructure, and big data. What is your role, take a minute to explain what you're doing, because you have a unique position, because this demand for partnerships, this demand for collaboration at many levels. What's the latest? >> So I would describe my role as being a champion of our partners, for sure. I look at, you know, I take, a very outside in perspective on IBM. Joining just over three years ago now, I came in, really through analytics, as you know, focused on machine learning, data science, and the growth of A.I. at that time. Last year I was part of the corporate development team over there. So looking, really, at a lot of the industry trends and what's going on, as well, in analytics, data, and A.I. This year, you know, we recognize that we're only going to do so many strategic partnerships a year, right, where there's probably a handful that we're going to work with. For example, last year we did a great partnership with Lightbend to bring their reactive platform to IBM, and we launched the iPhone 10, with Verizon on Lightbend's platform. But, these days, my team, can't be everywhere, obviously, and part of the value of digital, and that route to market is really the idea that partner should be able to self service. So, you know, my job this year, is frankly to put myself out of a job, right. Meaning, if I can get, you know, 70% of the work my team does, right, contracting, legal, setting up, provisioning, all of that on our cloud, and partners can just do that themselves. Then we'll capture a much larger swath of the emerging A.I., data, and cloud market. >> I want to talk about the killer app creating value and then the role the market place is playing. You mentioned self service. I want to kind of go down that. Before we get there, I want to get your thoughts on this because I noticed, in your role you're covering, it's cutting across a lot of different things, and you know we've been talking about cloud, as a horizontally disrupting technology, >> Joel: Yeah. >> Certainly in the data space you saw that. And stacks will be horizontally scalable with the cloud. >> Yeah. >> But you could be vertical specialization in the applications. So I noticed you're covering analytics, Watson, Cloud, hybrid cloud, emerging technologies. >> Yeah. >> Blockchain, and many others. >> Yeah. >> So talk about, it's obvious you guys are now cutting across, horizontally, across the different IBM divisions. Is that by design? >> Yeah. >> What's the impact of the ecosystem and partners for that horizontally cut over? >> Yeah, I know, I mean it's a great question, I think. Look, there are some specific design patterns that we see across every technology, across every, you know, business at IBM. One design pattern is pretty obvious, you saw it with the launch of the IBM cloud private data. Following up on last years IBM Cloud Private. And that design pattern is really about people containerizing applications. And so, at the end of the week, we have the business partner, or PartnerWorld Leadership conference. Excuse me. Where a number of our partners really are looking at how do I bring that work load to the cloud. And it's not so much the cloud is the end point. That's really the starting off point to A; Get much wider distribution and B; Be able to take advantage of a lot of these emerging technologies, like Blockchain, like A.I. Like IOT, and numerous others, Quantum, et cetera, they'll just keep coming. So really cloud to me is just a way for us to open the door to a lot of the technology that's flooding the market. >> Dave: Joel, can you talk about partnership, you mentioned before that you guys are kind of selective, John calls them Barney deals, ya know. I love you, you love me. You guys sound like you don't look for those, not volume, it's quality. >> Yeah. >> What are the criteria that you're looking for? How do you get value out of those? How do you measure that value out of the partnerships? If someone is a prospective partner out there, how should I be interacting with you? >> Yeah, I think, there's probably two steps. I think one is really recognizing that, in my own personal view, is that we really want to partner with folks who embrace open standards. Now I'm not going to like go as far to say open source, 'cause I think there is a lot that goes into that. But I will say open standards, meaning, not these like large monolithic applications, but can you actually integrate with us in some meaningful way? And to do that, that's why we actually started on this new platform that we are launching today. Called IBM Partner Self-service. Is the ability to first integrate with IBM. So, if you can demonstrate that you can build with IBM first, whether that's a startup, an ISV, a business partner. Like that's criteria number one. Criteria number two is are you a trusted partner? So, do you actually have the same level of competency that we would expect from, frankly, our own sellers, and our own people. And so, to do that, we've also launched new competency paths for business partners and partners as well. So, those are the two major criterias. And then the third one, which I think is kind of the holy grail, is selling with IBM. So we also launched a sell with path today where you can actually list in our marketplace. And then we will actually help you reach new markets. And then demonstrate there's clients, there's a client need that really wants our joint solution, right? And so, to me, those are the three things, to re-state. Like, you know, building with us, having a level of competency with us, and then demonstrating client success with us. >> Okay, so, integrate, you really don't need you guys to do that. I can just dive in and do that. Bake it out a little bit, and then approach you. What kind of help do you give? Do you have programs once you get by those gates? >> So, you know, I would categorize into two groups, I think we have a ton of online support. So, you know, we even embrace Slack at IBM. If you're not aware of that, we have Slack everywhere. And, so, for a self service, I want to say, look, what does zero touch mean, right, in this day and age, for a partner. And so, they can go to our site today, and actually get, you know, sign up for Slack, and talk directly to our technical specialist as well as to our developer advocates. And so, on the enablement and integration side, my colleague, Angel Diaz and team, have done a great job of launching hundreds of IBM code patterns. So that you can just pick these artifacts up, these assets up, and leverage them to integrate all sorts of capabilities into your product. >> You know, Dave, I want to get your thoughts on this, because you and I have been talking about the API integration, and I want to get back to Joel's point in a second because I think this is critical for startups and ecosystem partners. API's are the (speaking quickly) for developers right now, so if I don't want to take a big chance on being all in on IBM, say I want to kick the tires, API's are critical. So the question is, are you seeing that traction on your side of the house, in terms of the end now, since the level of API integration, is that the touchpoint? Is it like the beginning phases? And what level of commitment that you're seeing with people. >> Well, John, to me it comes down to innovation, and it's interesting because Joel came out of the data world. To me, the innovation in the next 10 years starts with data. The second component of that innovation, I think, over the next decade or so is going to be, really, A.I., whether you call it cognitive or machine intelligence or artificial intelligence. And then third, I think is cloud economics and that's really where the API economy fits in. You got to have API'S to integrate, as Joel was saying. You've got to have marginal... You've got to have scale, marginal costs go to zero eventually. You've got to have network effects and you've got to be able to track startups, which is another question I have. >> Now Joel, back to you, on the start on the integration, whether it's a startup or a big company. It used to be, the old days, you got to go all in. You've got to get the developer kit, >> Joel: Yeah. >> Download it, line it to a swim lane, get deeper, prove your value. >> Yeah. >> Find the value's faster; what's the first hurdle if someone wants, hey I want to give IBM a shot here? Love the sell, holy grail option, is it API'S, can people integration on their own? Talk about that specific first step because some people might open up the door and go whoa! There's more here than I thought. Or, wow, there's some real tech. Or, I don't want to use IBM tech, I want to use some of mine. There's that first indifference point. >> Yeah, I think there are areas where we've seen dramatic customer experience improvements. So to give one example, as we've partnered with Ubisoft, Redstorm last year around a new title game that they released called Star Trek Bridge Crew, and so, you know, to me, we went on our own merit, and I think that publisher chose IBM because Watson Conversation is absolutely the best on the market. And so what that did is it enabled game players, their end customer, their end user, to speak into a VR headset and just give commands, as you would naturally. And so, I think a lot of, as you think about IBM, it's, yeah, we've made it completely easy to access our API'S. I think, there's a great quote from the founder of Flickr that I read years ago, I'll go dig it up for you guys later, but it was along the lines of business development means, today is exposing your API'S, like, that's it! And, on the other side of it, we give a lot away in terms of cloud credits, right, and so, today, if you go and sign up on our self service platform, we'll give you $10,000 a month in free cloud credits to build and build quickly. Because, at the end of the day, if it's not self service, if it requires more heavy lifting, then, frankly, we're not doing our jobs. And so that's my commitment, is to make sure that is available, is accessible, and there's experts there that can help you on your journey. >> So that attracts startups, obviously, 10K a month is a honey pot for those guys. What about existing IBM clients that want to get to the cloud. Migrate to the cloud. How do you help those guys? >> Yeah, so, in the migration front, we have a great team in place with IBM services, who basically have set up a migration factor, if you will, and there are numerous ways to chart your course to the cloud. Whether it's, you know, full cloud or hybrid cloud, or some offloading, some aspects to the cloud. There's a lot of different paths you can take and so to do that, we're offering $50,000 in migration credits for the first couple months. We're also offering 35% off for professional services. So, we have a great offer going on over the next few months to help people make that first step. >> Incentives are key. >> And, look, we're here with you so it's not like, here, throwing it over the fence, and good luck! You know, tweet at me, instant message me, I'm around. And I will be absolutely committed to partner success. >> Yeah, you know, incentives are critical, that's going to get the market going. But, the end of the day, it's the type of value, and I want to get your thoughts, it's something that's come up that I've heard people talk about in the hallways and other conferences. They kind of chirp about "Hey, you know, "I'd like to get this, from suppliers. "I want to see more tools, more programs "to help me get more customers, to get more value. "I'm building apps, but also got a business to run." What are some of the conversations you've had over the past year with customers and partners? Stack rank the top three or four things that they talk about, either their pain points or things that are on their mind, that's worth noting? >> I mean, I would say first and foremost, I mean, me, myself, being in a startup at H2O. Three, four years ago. We used to walk in there and sell into the data scientists, right, so if you don't know H2O, they're a great company, a machine learning company, but we would get the data scientists really excited about working with our product, and then lo and behold, we'd get to the CIO office saying, "Hey, what is this stuff? "Get it out of here." You know, Hadoop was the same way, by the way, 2010 working at AVG, like, we'd bring in Hadoop. Like what is this data like thing? There's no governance, it's a mess. Where they could really, you know, work with IBM, where they see value from IBM is when we go into the CIO office together and say, look, we've demonstrated that there's value here. We've demonstrated that there's actual customer need. We can create a lot of help in terms of getting the rest of the organization bought in. Put in the right governance around it. Because, look, I mean GDPR is real, it's a big deal. Like, data privacy, is huge. So, you know, Rob Thomas likes to say, "You can't have good A.I. without I.A." I think that's a great information architecture. So, I agree, and so I think that's what the number one benefit is. Really get in there, move quickly, demonstrate value, and then when you're ready to make that next step of how you roll that out to the rest of the enterprise, that's when IBM becomes a huge help. >> You know, you mentioned GDPR. With regulatory issues now are becoming criteria for a lot of application developers that are small that may not have the resources to handle the right to get your name out of a database or other tools, and other regulations, certainly. Decentralize applications with Blockchain, another regulatory challenge-- >> Yep. >> Opportunity as well. Are you guys having those kinds of conversations, like putting specific things in place beyond GDPR, and if so what regulatory and legal things do you see out there that could be blockers for customers, that you guys hope to go after? >> I mean, I don't think there's a one word answer here. I do think that you take it on a case by case basis. I think you're seeing different countries adopt GDPR differently. Germany, obviously, being a very strict kind of country in doing that. So, you know, IBM services, as well as our analytics team, are really focused on that. I think, like I said, what you saw with ICP data coming out this week, I think that's a really important way to look at it. My own personal view, I think, for sure there's a lot of compliance, They have to look at, and understand the workflow, workflows of how people are using that data, as well as application architecture is big. And those are all the considerations, I think, that you are going to see as people move. I read a statistic that 40% of all CSP'S, MSP'S, are moving, are growing, like it's 40% growth from IBC, 50% of all developers are now embedding A.I. So, this market is growing and growing fast. But, you're right. If folks out there aren't really taking GDPR seriously, you can get yourself into some hot water. >> Well, we've observed that scale matters, certainly, whether it's a partner or cloud, that gets, that helps people. >> Yeah. >> Joel, well, thanks for coming onto theCUBE, we really appreciate it. >> Yeah, my pleasure. >> Before we end, I want to get your thoughts, just share with the folks that are watching. What kind of deals do you want to do? What's on your radar? What's the priorities for you? From a strategic business development standpoint. To develop across that horizontally scalable, IBM division space, as well as technology space? >> You know, it's not what deals I want to do, it's really what deals our partners want to do. >> Come on, your in charge, come on. >> It's really what deals our partners want to do, ya know. I mean, look, I get excited about transforming industries, I really do, so I look at, not what's the transactional partnership, like go, we'll do something, and there's some revenue, or something. I look at how do we transform an industry? >> Let me rephrase the question. What's on the priority list for you guys, from a transformational area, that's important for your partners. >> Yeah, I would say for sure, obviously, A.I. is huge. Obviously data is huge, obviously cloud is huge. But, looking really specific, I think you just add tech after each industry. So Addtech, Fintech, Healthtech obviously. Game tech and, I think, probably the last one, to me personally, is the most exciting. We signed an amazing deal with Unity at the end of last year, the start of this year. In fact GDC game developer conference is going on as we speak in San Francisco. So half my team right now is over there, demonstrating Watson as like VR, AR, and it's not just for games, right. It's like with BMW and VW doing some cool stuff there as well. So, I'm really excited about the, AR, VR, industry growing, especially with our partner Unity. >> There's a new creative out there-- >> Can I jump in before you exit? I want to ask you a follow up on that, because if transformation is sort of the target for your partnerships. Healthcare is an area that should be transformed. But, needs to be transformed, but it's hard to transform healthcare. >> Joel: It is, yeah. >> Do you feel like you could start moving the needle from a partnership perspective? Or is that going to take some more time? >> You know, I think there's a lot of great work being done there. I do believe... Look, in general, I think we can move a lot faster with partners, in fact, I like to call it like the Nordstrom model. Right? Like IBM in the past has been Barney's of New York, forever, right? From a branding and from how we partner with folks, like I think we need to move more to a Nordstrom, like, yeah, we'll sell our own offerings off the rack, but then we need to help partners come in and create the right styles for the right need and the right industry. >> Yeah and then there's a Nordstrom Rack you're going to need to put that on. (laughing) Over technology goes the Nordstrom Rack. Joel Horowitz, thanks for coming out. Vice President Strategic Partnerships and Offerings, here on theCUBE. I'm John Furrier with Dave Vellante, with three days of IBM Think live streaming, all of the videos will be up on thecube.net sports live now. Youtube.com/siliconangle for all the ondemands when the show's over. We'll be right back with more after this short break. (light techno music)

>> Announcer: Live from Nassau in the Bahamas, it's theCUBE, covering Polygon 18, brought to you by Polymax. >> Hello, welcome back to our live coverage of this exclusive Cube coverage in the Bahamas for PolyCon 18. It's cryptocurrency, it's token economics, its de-centralized world, it's all about the future of the Internet, Dave. I'm with Dave Vellante here, our next guest is Margaux Avedisian, EVP of Transform Group, and partner and co-founder of Cool Pool Fund. Great to have you on. Thanks for joining us. >> Yeah, thanks for having me. >> So you're on the Women's Panel. I saw you up there: Women in Crypto one of our big focus areas this year, as well as Crypto for Good. So super excited to have a conversation with you, but first take a step back. Introduce yourself, what are you workin' on? What's cool? What's gettin' you excited in the space, in life? What is the crypto thing? What does it mean to you? >> Sure, so I lived in San Francisco in 2011, so I had a bunch of nerd friends, and you know, I heard about this crazy crypto currency called Bitcoin. I had free office space for my startup, so that meant free electricity, so I was like, oh, let's start mining, 'cause we have free electricity. You know, we're not really raisin' money with this thing. (laughter) And I ended up not doing that. I thought that'd be a jerk thing, but I'd be retired by now, so kind of regretting that decision. So 2012, I met the people who were re-launching the first American bitcoin exchange, Trade Hill. I ended up joining that, and at that time, I used to say, oh, I'm the leading woman in bitcoin, but I was also the only woman in bitcoin. (laughter) And then after that, I ended up co-founding another bitcoin exchange called Alpha Coin, which pivoted still around, and then I co-founded another exchange called Magnetico, pivoted also still around, and then I joined Transform Group as EVP, and we're the leading PR firm in the bitcoin and blockchain ICO space. So we've done most of the big ICOs. We did Ethereum, Auger, Made Safe, Gollum, Nosis, Quantum, Unicoin, Wax, Bancor, et cetera. We've done over 70, 60 at this point, so I have a lot of experience seeing ICOs, how they've kind of changed and evolved. Then I started a pre-ICO syndicate, so getting in before the public sale, getting a super discount, which then turned into a fund, because people were like, can I just give you money? This is really complicated, like I don't know what I'm doing, so I was like forced. My hand was forced. (chuckling) >> Yeah, I'll take your cash. Just send it to me. No contract. >> Well no no no, actually the space, you really have to have a team of lawyers. It, you know, they're not too big to fail. >> Just take the cash and say you were hacked, and then disappear, right? >> Yeah you know, that's getting a little more difficult to do that. It looks like they're tracking now. >> Margaux wouldn't steal electricity. (laughter) She's not going to do that. >> That's actually true. >> Of course, I'm being facetious. I'm a comedian, for crying out loud. I'm trying to get her on a roll, here. Okay, funniest story in crypto for you right now that you've seen, could be back in history in time. >> Yeah. >> What's the funniest thing you've seen? Or the most outrageous thing? >> Is this PG? Or like, what can I? >> It's Internet, it's unrated. It's NC-17 or unrated. >> Alright, you mean the time when one of the crypto, hedge fund people took a ton of liquid acid and then I had to take care of him, and he ended up eating all of my birth control pills, and I had to take him to the hospital because I thought he was going to die. (laughter) So that was pretty crazy. >> Anchor: OD'd on birth control pills. That's a first. >> That would be a first. >> 'Cause the only person that was awake at the time that I could ask who was a chemist and who was an EMT said his body temperature, but when I took him to the hospital, the nurses, I thought he was going to die, and then the nurses are all like, well, he's not going to get his period. (laughter) >> That's for sure. >> I'm like, is he going to die? They're like, bring him back if he's spotting. (laughter) I'm like, so he's okay? He's alright? And so, yeah, it was fun, they were like, we're more worried about the acid. So, yeah that's I guess maybe up there in the top five. >> So you've seen 60, 70, you've seen a lot. You've got a good observation space. Tell us what that's like, I mean, public relations for me is hard, like messaging, I don't have that gene, as you know, John. So, how have you been able to shape it. Do you get a lot of 'em and just go oh no, these guys really need tons of help, or take us through some of the examples, maybe not specifically but just generally how you would approach that problem. >> Sure, so first of all, we don't just take anyone. We do vetting and it has to have a story we can sell. Luckily at our firm, we have a lot of people, including the founder Michael Turpin and myself, who have a background in this space, so we understand really what they're saying. And our job, really, is to break it down so regular people understand what the heck we're talking about and why it's important. So I think a lot of, part of the problem with people not getting into crypto currency is that they get too hung up on the technical details. You know, I don't know how my television turns on. I don't know how my debit card works. There's so many things we do without knowing the technical backgrounds of it, and we don't get hung up on that. And for some reason, this industry, people get really hung up on the technology instead of understanding the uses and the purpose of it, and so that's what we really do. We talk about what is the purpose of this? How is this important? How is this changing an industry? And relating it, maybe, to news that's going on right then. So it's really just making it understandable to regular people. >> Yeah, some of the women in crypto conversation, women in tech >> Sure. >> Dave and I have a passion for this because we have a lot of women friends that are either executives and or in good positions, and we interview them, like they were a guy. So we never really got into that whole thing. Turns out we got a big library of women in tech, and it's been so politicized and it's so important. And certainly we agree that, you got to do all that, but if we're even having the conversation, that makes it a problem. So at what point, then, do we need to do kind of keep the vibe going to saying, okay, let's focus on positive, and what's your just view of how to make it engaging, 'cause women make up 50% of the population. >> Yeah. >> And so, what do we do? >> First, I want to say, there are actually some badass women in crypto. Two of the biggest ICOs had female founders. They're Bancor and Tezos. I would say more than you would expect, but they're not as loud and brash as I am, so it might be harder for you to see them. Conferences definitely need to be putting more women on these panels. >> This conference here has a lot of representation, by far, really strong. >> Yeah, well, to be honest, like putting me on a Women in Blockchain panel. I love talking to women, and it's inspiring them, and telling them you can do it, 'cause part of the thing is, nobody's a blockchain expert, alright? There's no such thing because it's just changing so fast. There's too much information out there. And I think sometimes women get hung up on needing to know everything before they do something, and I like to say, you know, probably 80% of the men here have no idea what they're talking about. So, you don't have to >> John: I mean, always be learning in this space. This is an evolution. >> Yeah, and in doing, when I first got into this space and started the first American bitcoin exchange, I didn't even know what an exchange was, you know? But I met one of the co-founders of YouTube, who was into bitcoin, who had a fund, and I ended up leveraging that to get into this, and I learned as I went, and what's so exciting right now about blockchain is that it's really integrated in pretty much every industry you can imagine. I mean, people are doing ICOs in health care, in fashion, in anything you can think of. So if you have experience and skills in one industry, you can then leverage that in another. So if you're a woman in finance, guess what? If you join someone's ICO, and they have someone from a traditional finance world, you're lending credibility, and that's valuable. And that kind of experience, and we need to bring more mature industries into blockchain. >> This is what I think, I mean, you've heard me say this, like never before, you could see, because it's digital, because it's data, as blockchain is, people can traverse industries like never before. >> Yeah. >> It used to be, if you're in health care, you're in health care for life, that's it. >> Yeah. >> But some of the digital skills that people are learning are applicable to other industries. Do you feel like, I think you just said it, that that will promote more woman involvement. You're saying it's disproportionately high here. I don't know. >> I thought it was a little interesting that they put me on a Women in Blockchain panel instead of putting me on a panel that I could talk about my experience, since I have a lot. >> Dave: That's my point. >> Instead of that. >> Winning Women, or whatever, I mean. >> Well, I wouldn't segregate all the women into one panel. I would want to put them on other panels, I mean. >> Yeah, I mean you want to put them on panels where there are pros, and they can do the job independently. >> Exactly. >> Just being a player. >> Alright, Margaux. >> A lot of women say that though. They say, let's not make this about women in tech or you know Lara Logan, and that crew, Naomi Tutu. It all depends >> And so their social justice gene >> but I'm curious how do you feel about that? It was shining a light on whether it's women in tech or women in crypto, does that, is that offensive to you? Do you welcome that? Some welcome it, others? >> I think it's weird because I've been in this industry for so long, and now I think it's good that it's becoming a topic, but it was never anything that I even paid attention to. In fact, I'd rather focus on the positives, 'cause being a woman in this industry is great because, guess what, I can just say whatever I want. I can get away with saying things and calling out the elephant in the room where most men can't. But it's, I think part of the problem is these guys here want to hire women, but how do they find them? And I just had someone come up to me from Zedd saying, we want to hire a female CMO, like how do we find that? And the jobs are out there, it's about being able to get these women who want to do this and connecting them to opportunities. bUt on the other hand, women really need to be more assertive and be like hey, I don't know anything about blockchain, but I want to learn. So I'm going to go to a conference instead of being like I don't know anything, and I'm scared, so I don't want to go to a conference, you know? Like I said, most men don't know what they're talking about here. >> Well I mean, everyone's learning. We're trying to figure it out. Margaux, thanks for coming on, appreciate it. >> Yeah, thank you so much. I really appreciate it. >> We're looking for the stand-up comedian act. We'll get that on our next episode Thanks for comin' on. >> Yeah! And check out my videos, too, if you want. >> Alright, what's your YouTube address? >> It's youtube.com/margauxwithanx. Thank you. >> Alright, we'll put it on the blog. We'll be back with more live coverage after this short break. (electronic music)

>> Announcer: Live from Barcelona, Spain, it's theCUBE, covering Cisco Live 2018, brought to you by Cisco, Veen and theCUBE's ecosystem partners. (upbeat electronic music) >> Hey, welcome back, everyone, to our live coverage from theCUBE here in Barcelona, Spain, for exclusive coverage of Cisco Live 2018 in Europe. I'm John Furrier, cofounder and cohost of theCUBE, with my cohost this week, Stu Miniman. Been to many events also, senior analyst at wikibon.com. Stu and I have been breaking down all the action here in the DevNet zone. And we have with us here as our guest, Ashley Roach, who is a principal engineer and evangelist with Cisco. DevNet himself, has full view of what's going on. Welcome to theCUBE. >> Hey, thanks for having me. Appreciate it. >> Good to see you again. We covered DevNet Create, which was really our first foray into what DevNet was doing outside of the Cisco ecosystem, bringing that cloud-native developer into the Cisco fold. Here, it's the Cisco show where all the Cisco ecosystem and your customers are growing into the cloud and programming with DevNet. So congratulations, it's been phenomenal. It's been one of the top stories we've been covering as DevNet has just been explosive. >> Oh, thanks a lot. It's been a lot of hard work. >> People have been learning, they're coding, they're being inspired, and they're connecting, It's a very sharing culture. Props to you guys and the team. Well done. >> Ashley: Appreciate it. >> So what is DevNet? I mean, this is a cultural shift. We've been reporting on theCUBE all year and last year. But really this year, end of last year, we started really putting the stake in the ground saying we are going to see a renaissance in software development. Linux foundations, reporting that there's going to be exponential growth in code and open-source. You seeing that you can create intellectual property with only 10% of the energy codewise, 90% using open-source. They call that the code sandwich. Again, this is just data that they're sharing, but it points to the bigger trend. Developers are becoming the important part of the equation, and the integration of the stack from network to application, are working together. And again, proof point's there, things like Kubernetes, containers, have obviously been out there for a long time. You're starting to see the visibility for developers. >> Right. >> John: You're at Cisco, you're in the middle of all this. You're seeing one side of the camp and the other. >> Ashley: Yeah. >> What's your view? >> Yeah, I think that's a good, it captures a lot of the dynamics that are going on right now in the environments. And I mean, for me, I come at this from an application developer standpoint. I actually, when I joined Cisco, I was not a hardware guy at all (laughs) Frankly, I'm not even now. I'm much more oriented towards software, and so when we've seen, though, sort of the power of the underlying infrastructure that gets married up to some of these overlay systems like Kubernetes and containers, more and more of the infrastructure on one hand is getting abstracted, which you might think, oh, uh oh. Like, that's a problem. But in reality, the infrastructure still needs to be there, right? You can't run your serverless function out of thin air. >> John: Yeah. >> At least not yet. >> John: It's truly not serverless. There's servers somewhere. >> Yeah, exactly. So, you know, those are the funny jokes that we like to have in the industry, right? But at the same time, you want to think like, okay, well I'm writing my application, I'm a developer. I don't want to know about infrastructure. My whole job is I don't care about that. But there is information and utility in the data that you can get from the infrastructure because at some point, your application will fail. You may have some bugs, and yeah, Kubernetes may kill your container and bring up another one. But you still need to de-bug that issue, and so yeah, you can get tracking, you can get analytics. But also, you can get that stuff from that infrastructure that's underlying it. And so, like one of the presentations I'm doing tomorrow, I wrote just kind of a proof of concept sample app where it's a Spring Boot app that has a built-in health check capability. It ties into APIC-EM and or DNA Center and uses that information that's available about the network. So maybe it's your, from your firewall to your application, you can run a path trace and just have that happen every five minutes or something like that, or check the health of an entire environment every, you know, so often. And then your application can resolve issues or have just data about it so that we can keep moving. >> Yeah, actually, you know, I love that comment you talked, you know, you're not a hardware person, and that's okay. >> Ashley: Right. >> And there's lots of people here at the Cisco show that aren't. That's a change from just a few years ago. How is that dynamic changing? You know, I remember for a few years I was arguing like every networking person needs to become a coder and there's, you know, push back and people are scared and what's going to happen to my job and can I learn that skill set? >> Ashley: Right. >> The bar for entry seems pretty low these days but how do we translate some of those languages? >> Yeah, I think that perception of say, an ops person becoming a programmer, it's not really the right mindset. >> Right. >> There's a couple mindsets, though, that are important. So one of the things we're trying to do is foster the DevOps culture somewhat. And to do that, an ops person has to understand and have empathy for the problems that exist on the application side and vice versa. So for us, we're just trying to education people in that vein. >> John: Yeah. >> But all of the infrastructure is now also automatable and you don't have to automate at low level. You can automate it with things like Ansible, which is a bit more accessible for people that haven't been programming for a long time. So, you know, I think those are the things that we see and that we're trying to encourage within our community and just broadly speaking, I would say, in the industry. >> You brought up empathy, interesting. Because this is a cultural shift, right? So this mindset, this cultural DNA, you have to have empathy. But it's kind of like the Venn diagram. Empathy is one circle. >> Ashley: Mhm. >> Feasibility is another and viability is the other, right? >> Ashley: Mhm. >> So it's always in context to what you can get done, right? So you guys at DevNet have a good view of the development environment. What are some of the challenges and what are the opportunities for folks in the Cisco ecosystem to get their hands dirty, get down and dirty with the tech-- >> Ashley: Oh, yeah. >> Where they can do feasible, viable projects that are possible. Well, seeing Python certainly is one approach. Great for data wrangling, but you know, you got Node.js out there, has been a great language. >> Ashley: Yep. >> App guys are doing Node.js because of JavaScript in server-side. >> Ashley: Yep. >> You got a lot of IO that sounds like a network service mindset. Is there things that you see going on around that what's possible and what's kind of moonshot like projects and where should people start? >> Well, I think, again, kind of going to this historical point of view, it used to be you had one programming book and you're sitting there, you know, late at night copying code from that. And maybe it came with a CD and you could download, you know, your sample code onto your hard drive. And then, you know, you'd be sitting there flipping back and forth and then you hit an issue. You're like, I don't know what to do. Maybe you're trying to teach yourself. I don't have any friends that are programmers. I mean, today, with, I built the vast amount of resources that are available online. You know, like, we have our DevNet Learning Labs. And so that's the set of tutorials that we've provided, but that's not the only thing out there. You've got Code School, Codeacademy. You've got the loops out there. I mean, shoot, MIT, Stanford, they're all putting their courseware in open-source. So the universe of educational material for people to understand this stuff and get started is really, really awesome now. And then also, it's easier than ever, I think,. to actually code because you're, again, like code is becoming more and more abstract at higher level languages. So Python, Node.js, those are still kind of low level, but there are packages on top of those, you know, middleware and Node.js, to build a web server. You get Express or sales or whatever, and then you're kind of off to the races. Like Spring Boot is crazy. It used to be Spring was a bit of a pain in the butt with, you know-- >> Yeah. >> Ashley: All the dependency, injection and everything. But with Spring Boot, now you just add, you know, a dependency, and you've got an entire web framework or an authorization framework or whatever. And that was like, I was pretty blown away when I started seeing-- >> So it's a lot easier. >> It's, yeah, it's just a lot easier. Things are more curated. You have certain stacks. You know, it used to be LAMP stack, now you got ELK stack for data things, you got, you know, and so on. So the universe is wide open for a lot of people to program today. >> So Ashley, love the training angles that you talked about there. But what I bring to mind, a little bit orthogonal to what we've been talking about here-- >> Ashley: Ooh, good programmer buzzword there. >> But one that John and I have been asking about, you mentioned open-source. >> Yes. >> So obviously, things like Spring, lot of things you mentioned are open-source. >> Yes. >> But what about Cisco's, you know, involvement in the community, giving back to open-source. What's the philosophical, you know, viewpoint-- >> Yeah. >> From Cisco's standpoint? >> Yeah, we're active in open-source. We're big contributors to OpenStack, for example. You know, we've got some of, we've created like a CNI module for Kubernetes called Contiv. And so that's in open-source. We, you know, in DevNet, we publish tons of things in open-source, just code samples and you know, example projects and so on. Cisco's actually a big contributor to the Linux kernel, so it's a long legacy of open-source at Cisco. So it's part of our culture. >> So there's no restrictions on everybody going on GitHub, throwing their stuff in, being part of the communities-- >> There's certainly restrictions. Yeah, we have processes that we're supposed to follow. I mean, we got to protect the intellectual property when we need to. I mean, it's the way it is for working at a company. But at the same time, you know, there is viable processes if it makes business sense to open-source things. >> I mean, the line John's used, you know, for the last year or so, is GitHub, that's people's resumes these days. >> Yeah, absolutely. >> So we want to make sure, what I'm saying is it sounds like the ecosystem at Cisco, friendly for the developers to come in, participate. You got a business to run, obviously. Legal keeps their eye on stuff, but you know, Cisco's out there. We saw it in the container ecosystem, OpenStack-- >> Ashley: Yes. >> Stu: Kubernetes, Linux, absolutely-- >> Yeah. >> Stu: Not just even in networking but beyond that. See a lot of Cisco out there, so-- >> Yeah, great. >> So my question for you, personal question. If you could talk to your 22 year old self right now-- >> Ashley: Oh, wow, yeah. >> You're high school, actually, you're college or college graduate, what would you say to yourself knowing what you know now? 'Cause this is a really interesting point. I mean, at my age, we used to build stuff straight up from the bottom of the stack to the top, and it was a lot of heavy lifting. Now you're really kind of getting into some engineering here and then some composite Lego block kind of thinking where these frameworks could just snap together. Sometimes (mumbles) But it's a lot cooler now. I mean, I wish I was 22. What would you say to your 22 year old self out there? What would you advise yourself? What would you say to yourself? >> Where's my smoking jacket? (John laughs) Yeah, so, I mean, I was a liberal arts undergrad and I did take computer programming classes. So I did a couple courses in C toward the end of my time in university, and that's because I've always been interested in technical, you know, in programming and stuff. But I think probably I would have maybe stayed another year to try to maybe get an actual CS degree. So that might be one thing, I think the other-- >> John: What would you jump on today if you saw all of this awesome code, open-source? I mean, like, it's like open bar in the coding party. I mean-- >> Yeah, it's overwhelming. >> It's so many things to jump on and-- >> You know, obviously, joking, I should say blockchain and machine learning and AI, right? But actually, I would say the machine learning and AI stuff is probably a good, interesting, you know, wave of technology, yeah. >> I just want to, you know, we're talking about your 22 year old self. How about your kids? >> Ashley: Yeah. >> You're working with your kids, checking out your GitHub on there. So, you know, maybe share, you know, younger people. You know, how do they get involved? In the keynote yesterday, it was, you know, jobs of the future. >> Right, well, yeah. For my kids, I have two daughters. And so, I try to encourage them to at least be familiar with coding. I've tried to teach them Linux some, but we've done programming classes, but it's kind of hard sometimes to get them interested in something like programming, to be honest. So some of it's trying to be creative problem solvers, trying to craft that sort of attitude, you know. So that then, when they do get the opportunity to do some programming, that they'll be interested about it. >> I mean, the young kids love gaming. Gaming's a good way to get people in. >> Yep. >> VR is now an interesting-- >> I mean, Minecraft and Sims, those are the two that my oldest daughter loves. I mean, the thing I remember that's the funniest was when you know, of course, this was when we all got computers back in the day and we did keyboards, right, in order to do stuff. So I got the first iPad when it came out and I brought it home and my daughter, who was, I think, six or eight at the time, she's like, "Cool, I understand this." Like automatically understood it. But then, she went to the TV and it had icons on it. So she walked up to the TV and tried to do that, and I was like, "Oh, that's funny." Like her mental model is this. >> Yeah. >> Where our mental model was that and so on earlier on. >> My oldest son says, "Dad, search engine is so your generation," (Ashley laughs) Not even email, like search, Google search. >> Yeah, the digital, it's like the digital native thing. On the other hand, we actually are fairly restrictive about like cell phone and mobile because it's a lot. That sort of thing. They really, really are going to face some interesting, I don't know, social, you know, the social things that you have in high school and middle school now multiplied and amplified through all that. We're sort of cautious, too, as parents, you know. >> Lot of societal issues to deal with. Alright, now getting back to DevNet here, I want to get your thoughts because we had a big setup here. One of the things that the folks people can't see on camera is we're in the DevNet zone. You see behind us, but there's everywhere else around. It's really the big story at Cisco Live and has been for awhile. Every year it gets bigger. It's like, it keeps growing in interest. What do you guys show here? What's the purpose? Give a little quick, take a minute to explain the DevNet approach this year-- >> Okay. >> John: And how it's different-- >> Yeah. >> John: And how you guys take this going forward. >> So the DevNet zone, philosophically, we tried to have the experiential. We don't want people to come in here and get death by PowerPoint of hey, check out this awesome new product that we created. You know, that kind of thing. >> Yeah. >> Instead, we want people to come in and have the opportunity to sit down, either by themselves or with a friend or, you know, with one of us to be able to work through sort of tutorials so that we have this area of the Learning Labs or learn about the DevNet sandbox. That's another area that we have where that is a sort of try it out, live, always-on, cloud service that we provide for anyone. We also have, of course, examples of example use cases. So we have some IOT and collaboration use cases that we're demonstrating in the new APIs that have come out of those products that you wouldn't think may be necessarily, oh, collaboration and IOT really are connected. But in fact, you know, ultimately you need to get a human involved when you have exceptions. And in a lot of cases like for edge compute scenarios, it's exception oriented. So when we, the example that we have here is we have a truck that's sitting on a handcrafted scale that's like a raspberry pie thing that one of our evangelists, Casey Bleeker, made. And it's putting, you know, analog data into our container that's running on an edge device. And when an exception occurs when the scale has this truck on it with too many stones in the back, then it triggers an alert. It creates a team room for people to come and escalate and discuss. It'll make a phone call automatically to the truck driver and pull people together to deal with that situation. But then, additionally, we have a new room capabilities with like, our telepresence systems. And that has face identification, not like from identifying the user standpoint, but it knows it can count how many people are in the room, for example. So if you combine that sort of IOT capability with this collaboration unit that's going to already be there, you're getting kind of a win-win of that infrastructure in the rooms. >> Ashley, talked about there's so many different things going on there, what's exciting you the most? Where are you seeing the most people, you know, gravitating around? >> Yeah, in the DevNet zone in general? >> Well, it can be here or in general, yeah. >> Well, I think one thing in the DevNet zone, we also have a white hat black hat challenge. So that's been very, very popular. What we're doing is demonstrating using, you know, off the shelf hacker tools, how vulnerable some IOT devices are to give people. It's kind of a you've heard about it, now experience it and do it yourself to see how easy it really is. And then see, of course, how our solutions can help you mitigate those problems. So that's, you know, IOT security is a big concern, I think, in general, and so I think that's an exciting spot for people-- >> So hands-on learning, very people-oriented, very open-- >> Yes, yep. >> The motto I love, I'm reading on the thing there, learn code, inspire, connect. So learn, toe in the water, connect-- >> Ashley: Yes. >> Share. >> Yeah. >> Mentor, collaborate. >> The other thing that we're sort of soft launching, I guess, is we have a new application developer site on DevNet, and so-- >> John: What's the URL? >> It is developer.cisco.com/site/app-dev. >> John: Okay, that's good. Memorize that, quiz later. >> Yeah. >> That's long, just search. >> Yeah, right, right. >> Hey, Alexa. >> Right, so, but with that, we're trying to make it easier for people to understand the use cases for what kinds of applications they can build using our technology. So indoor location, using kind of doing maps and heat maps and building that kind of scenario, for example. >> Awesome. >> Ashley: Through T-Mobile and video and such. >> As you are evangelizing your engine on the engineering side, what's the plans going forward? Post-event, obviously, you've got Cisco Live in Orlando this year, it's in 2018. >> Ashley: Yeah, we have-- >> But you guys got a lot of these going on, you got a lot of digital content. What's the outreach plan? Where should people expect to see you guys? Share the going forward plan. >> Yeah, I wish I knew where everyone was going to be. So thankfully, on the website-- >> They're on the internet! >> We have an events calendar, so I would definitely encourage you to look there if you're interested in connecting with one of us. We have the Cisco Live in Melbourne then Orlando. We also have DevNet Create in April and that's in Mountain View, I think, Bay Area. So would love to have people come out to that, and kind of the theme of that last year, which was the inaugural one, continues this year, which is where apps need infrastructure. So we want to kind of continue this conversation about DevOps, how, you know, applications and infrastructure-- >> John: Yeah. >> Can benefit each other. >> And just for the folks watching, theCUBE was at the inaugural DevNet Create. We'll be there again, we'll also be in Orlando. And again, this is important, we'll end on this point. I'd like you to take a minute to explain the difference between DevNet and DevNet Create because this is really interesting. I like the way you guys are doing this. It's really open, but it's pretty transparent. So share the difference between DevNet and DevNet Create. >> Yeah, so DevNet is our developer program, and so that's a website-- >> Before Cisco and-- >> It's Cisco, it's oriented towards those things. DevNet Create is more about forming a community to solve these problems about applications and infrastructure. So that intersection, whether you call it DevOps, whether you call it I don't know what, potatoes and you know, something. Something in there, you know, there is this fluid spot where applications are looking more like infrastructure, infrastructure is starting to look more like applications. So what does that mean and how do we explore that together to, you know-- >> We call it cloud-native. >> Ashley: Yeah. >> It's a set of developers who just, like you, don't really want to get involved in network but love it to be more magical. >> Right. >> Right? And Cisco folks love Cisco because they're in that world, right? So-- >> Yes. >> To me, it's really interesting you guys do that. Congratulations. >> Yeah, thanks. And it's not just for Cisco people, right? So Cisco Live and DevNet Zone is that. For Create, it's actually the inverse. We encourage people from the community to come and check it out as opposed to the-- >> John: Props to you guys, great stuff. Cisco, DevNet Zone is where theCUBE is. Of course DevNet Create is going to be outside of the Cisco ecosystem. Connecting the two is really the key. We're living in a world, global connected devices, connected people, that's the mission of Cisco. Love that vision, but of course, we're theCUBE, bringing you the live content here in Barcelona. All, of course, is available online, youtube.com/siliconangle. Of course, thecube.net is our new site. Check it out. I'm John Furrier with Stu Miniman. More live coverage coming from Barcelona with theCUBE after this short break. (upbeat electronic music)

>> Announcer: Live from Barcelona, Spain it's theCUBE covering Cisco Live 2018. Brought to you by Cisco, Veeam, and theCUBE's ecosystem partners. >> Hello everyone and welcome back. This is theCUBE live here in Barcelona for Cisco Live Europe. I'm John Furrier, the co-host of theCUBE, with Stu Miniman analyst at Wikibon, covering networking storage and all infrastructure cloud. Stu Miniman, Stu. Our next guest is Eric Herzog, who's the Chief Marketing Officer at IBM Storage Systems. Eric, CUBE alumni, he's been on so many times I can't even count. You get the special VIP badge. We're here breaking down all the top stories at Cisco Live in Europe, kicking off 2018. Although it's the European show, not the big show, certainly kicking off the year with a lot of new concepts that aren't necessarily new, but they're innovative. Eric, welcome to theCUBE again. >> Well, thank you. We always love participating in theCUBE. IBM is a strong supporter of theCUBE and all the things you do for us, so thank you very much for having us again. >> A lot of great thought leadership from IBM, really appreciate you guys' support over the years. But now we're in a sea change. IBM had their first quarter of great results, and that will be well-reported on SiliconANGLE, but the sea change is happening. You've been living this generation, you've seen couple cycles in the past. Cisco putting forth a vision of the future, which is pretty right on. They were right on Internet of Things ten years ago, they had it all right, but they're a networking company that's transformed up the stack over the years. Now on the front lines of no perimeter, okay, more security challenges, cloud big whales with no networking and storage. You're in the middle of it. Break it down. Why is Cisco Live so important now than ever before? >> Well, for us it's very important because one, we have a strategic relationship with Cisco, the Storage Division does a product with Cisco called the VersaStack, converged infrastructure, and in fact one of our key constituents for the VersaStack are MSPs and CSPs, which is a key constituent of Cisco, especially with their emphasis on the cloud. Second thing for us is IBM storage has gone heavily cloud. So going heavily cloud with our software, in addition to what we do with our solutions as a foundation for CSPs and MSPs. Just what we've integrated into our software-defined storage for cloud makes Cisco Live an ideal venue for us, and Cisco an ideal partner. >> So I've got to ask you, we've had conversations on theCUBE before, they're all on youtube.com/siliconangle, just search Eric Herzog, you'll find them. But I want to recycle this one point and get your comments and reaction here in Barcelona. You guys have transformed with software at IBM big-time with storage. Okay, you're positioned well for the cloud. What's the most important thing that companies have to do, like IBM and Cisco, to play an innovator role in the cloud game as we have software at the center of the value proposition? >> Well I think the key thing is, when you look at cloud infrastructure, first of all, the cloud's got to run on something. So you need some sort of structural, infrastructure foundation. Servers, networking, and compute. So at IBM and with Cisco, we're positioning ourselves as the ideal rock-solid foundation for the cloud building, if you will. So that's item number one. Item number two, our software in particular can survive, not only on premises, but can bridge and go from on-premise to a public cloud, creating a hybrid infrastructure, and that allows us to also run cloud instantiation. Several of our products are available from IBM Cloud Division, Amazon offers some of the IBM storage software, over three hundred cloud service providers, smaller ones, offer IBM Spectrum Protect as a back-up service. So we've already morphed into storage software, either A, bridging the cloud in a hybrid config, or being used by cloud providers as some of their storage offerings for end-users and businesses. >> Eric, wanted to get to, one of the partnership areas that you've talked about with Cisco is VersaStack. We've talked with you a number of times about converged infrastructure, that partnership, Cisco UCS taking all the virtualization. The buzz in the market, there's a lot of discussion, oh it's hyper-converged, it's cloud. Why is converged infrastructure still relevant today? >> Well, when you look at the analysts that track the numbers, you can see that the overall converged market is growing and hyper-converged is viewed as a subset. When you look at those numbers, this year close to 17 billion US, about 75% of it is still standard converged versus hyper-converged. One of the other differences, it's the right tool for the right job. So customers need to go in eyes open. So when you do a hyper-converged infrastructure, by the way IBM offers a hyper-converged infrastructure currently with Nutanix, so we actually have both, the Nutanix partnership offering hyper-converged and a partnership with Cisco on standard converged. It's really, how do you size the right tool for the right job? And one of the negatives of hyper-converged, very easy to deploy, that's great, but one of the negatives is every time you need more storage, you have to add more server. Every time you need more server, you add more storage. With this traditional converged infrastructure, you can add servers only, or networking only, or storage only. So I think when you're in certain configurations, workloads, and applications, hyper-converged is the right solution, IBM's got a solution. In other situations, particularly as your middle-sized and bigger apps, regular converged is better 'cause you can basically parse and size up or down compute, networking, and the storage independent of each other, whereas in hyper-converged you have to do it at the same time. And that's a negative where you're either over-buying your storage when you don't need it, or you're over-buying your compute when you don't need it. With standard converged, you don't have that issue. You buy what you need when you need it. But I think most big companies, for sure, have certain workloads that are best with hyper-converged, and we've got that, and other workloads that are best with converged, and we have that as well. >> Okay, the other big growth area in storage for the last bunch of years has been flash. IBM's got a strong position in all-flash arrays. What's new there, how are some of the technologies changing? Any impact on the network that we should be really understanding at this show? >> Sure, so couple things. So first of all, we just brought out some very high-density all-flash arrays in Q4. We can put 220 terabytes in two rack U, which is a building block that we use in several different of our all-flash configurations, including our all-flash VersaStack. The other thing we do is we embed software-defined storage on our, software-defined storage actually on our physical all-flash arrays. Most companies don't do that, so they've got an all-flash offering and if they have a software-defined offering it's actually a different piece of software. For us it's the same, so it's easier to deploy, it's easier to train, it's easier to license, it's easier for a reseller to sell if you happen to be using a reseller. And the other thing is it's battle-hardened, because it's not only standalone software, but it's actually on the arrays as well. So from a test infrastructure quality issue, versus other vendors that have certain software that goes on their all-flash array, and then a different set of software for all software-defined. It doesn't make logical sense when you can cover it with one thing. So that's an important difference for us, and a big innovator. I think the last thing you're going to see that does impact networking is the rise of NVMe over fabrics. IBM did a statement of direction last May outlining what we're doing. We did a public demonstration of an InfiniBand fabric at the AI summit in New York in December, and we will be having an announcement around NVMe fabrics on the 20th of February. So stay tuned to hear us then. We'll be launching some more NVMe with fabric infrastructure at that time. >> Eric, I just, people that have been watching, there's been a lot of discussion about NVMe for a number of years, and NVMe over fabric more recently. How big a deal is this for the industry? You've seen many of these waves. Is this transformational or is it, you know, every storage company I talk to is working on this, so how's it going to be differentiated? What should users be looking to be able to, who do they partner with, how do they choose that solution, and when's it going to be ready? >> So first of all, I view it as an evolution, okay. If you take storage in general, arrays, you know we used to do punch cards. I'm old enough I remember using punch cards at the University of California. Then, it all went to tape. And if you look at old Schwarzenegger movies from the 80s, I love Schwarzenegger spy movies, what's there? IBM systems with big IBM tape, and not for back-up, for primary storage. Then in the late-80s, early-90s, IBM and a few other vendors came out with hard drive-based arrays that got hooked up to mainframes and then obviously into minis and to the rise of the LAN. Those have given away to all-flash arrays. From a connectivity perspective, you've had SCSI, you had ultra SCSI, you had ultra fast SCSI, ultra fast wide SCSI. Then you had fiber channel. So now as an infrastructure both in an array, as a connectivity between storage and the CPUs used in an array system, will be NVMe, and then you're going to have NVMe running over fabrics. So I view this as an evolution, right? >> John: What's the driver, performance or flexibility? >> A little bit of both. So from the in-box perspective, inside of an array solution, the major chip manufacturers are putting NVMe to increase the speed from storage going into the CPUs. So that will benefit the performance to the end-user for applications, workloads, and use cases. Then what they've done is Intel has pushed, with all the industry, IBM's a member of the NVMe consortium as well, has pushed using the NVMe protocol over fabrics, which also gives some added performance over fabric networks as well. So you've got it, but again I view this again as evolution, because punch cards, tape was faster, hard drive arrays were faster than tape, then flash arrays are faster, now you're going to have NVMe in the flash array, and also NVMe over fabric with connecting all-flash array. >> So I have to ask you the real question that's on everyone's mind that's out there, because storage is one of those areas that you never see it stopping. There's always venture back start-ups, you see new hot start-ups coming out of the woodwork, and there's been some failures lately and some blame NVMe's innovation to kind of killing some start-ups, I won't name names. But the real issue is the lines that were once blurred are now forming, and there's the wrong side of history and the right side of history. So I've got to ask you, what's going to be the right side of history in the storage architecture that people need to get onto to win in the future? >> So, there's a couple key points. One, all storage infrastructure and storage software needs to interface with cloud infrastructure. Got to be hybrid, if you have a software play like we do, where the software, such as our Spectrum Scale or our Spectrum Protect or Spectrum Protect Plus, can exist as a cloud service through a service rider, that's where you want to be. You don't want to have just a standard array and that's all you sell. So you want to have an array business, you want to make sure that's highly performant, you want to make sure that's the position, and the infrastructure underneath clouds, which means not only very fast, but also incredibly resilient. And that includes both cloud configs and AI. If you're going to do real-time AI, if you're going to do dark trading on Wall Street using AI instead of human beings, A, if the storage isn't really fast you're going to miss a 10 million dollar, hundred million dollar transaction. Second thing, if it's not resilient and always available, you're really in trouble. And god forbid when they bring AI to healthcare, and I mean AI in the operating room, boy if that storage fails when I'm on the table, wow. That's not going to be good. So those are the things you got to integrate with in the future. AI and cloud, whether it's software-defined in the array space, or if you're like IBM in both markets. >> John: Performance and resilient. >> Performance and resiliency is critical. >> All right, so Eric I have a non-storage question for you. >> Eric: Absolutely. >> So you've got the CMO hat for a division of IBM. You've been CMO of a start-up, you've been in this industry for a while. What's the changing role of the CMO in today's digital world? >> So I think the key thing is digital is a critical method of the overall marketing mix. And everything needs to reinforce everything. So let's take an example. One of the large storage websites and magazines recently announced that IBM is a finalist for four product-of-the-year awards. Two for all-flash arrays and two for software-defined storage. So guess what we've done? We've amplified it over LinkedIn, over IBM Facebook, through our Twitter handle, we leverage that. We use it at trade shows. So digital is A, the first foray, right? People look on your website and look at what you're doing socially before they even decide, should I really call them up, or should I really go to their booth a trade show? >> So discovery and learning is happening online. >> Discovery and learning, but even progression. We just, I just happened to tweet and LinkedIn this morning, Clarinet, a large European cloud MSP and CSP, just selected IBM all-flash arrays, IBM Spectrum Protect, and IBM Spectrum Virtualize for their cloud infrastructure. And obviously their target, they sell to end-users and companies, right? But the key thing is we tweeted it, we linked it in, we're going to use it here at the show, we're going to use it in PR efforts. So digital is a critical element of the marketing mix, it's not a fad. It also can be a lead dog. So if you're going to a trade show, you should tweet about it and link it in, just the way you guys do. We all knew you were coming to this show, we know you're going to IBM Think, we know you're going to VM World and Oracle, all these great shows. How do we find out? We follow you on social media and on the digital market space, so it's critical. >> And video, video a big role in - >> Video is critical. We use your videos all the time, obviously. I always tweet them and link them in once I'm posted. >> Clip and stick is the new buzzword. Clip 'em and stick 'em. Our new clipper tool, you've seen that. >> (laughs) Yes, I have. So it's really critical, though, that, you can, and remember, I'm like one of the oldest guys in the storage business, I'm 60 years old, I've been doing this 32 years, seven start-ups, EMC, IBM twice, Mac store Seagate, so I've done big and small. This is a sea change transformation in marketing. The key thing is you have to make it not stand on its own, integrate everything. PR, analyst relations, digital in everything you do, digital with shows and how you integrate the whole buyer's journey, and put it together. And people are using digital more and more, in fact I saw a survey from a biz school, 75% of people are looking at you digitally before they ever even call you up or call one of your resellers if you use the channel, to talk about your products. That's a sea change. >> You guys do a great job with content marketing, hats off to you guys. All right, final question for you, take a minute to just quickly explain the relationship that IBM has with Cisco and the importance of it, specifically what you guys are doing with them, how you guys go on to market to customers, and what's the impact to the customer. >> So, first of all, we have a very broad relationship with Cisco, Obviously I'm the CMO of the Storage Division, so I focus on storage, but several other divisions of IBM have powerful relationships. The IoT group, the Collaboration group. Cisco's one of our valued partners. We don't have networking products, so our Global Technology Services Division is one of the largest resellers of Cisco in the world, whether it be networking, servers, converge, what-have-you, so it's a strong, powerful relationship. From an end-user perspective, the importance is they know that the two companies are working together hand-in-glove. Sometimes you have two companies where you buy solutions from the A and B, and A and B don't even talk to each other, and yes they both go to the PlugFest or the Compatibility Lab, but they don't really work together, and their technology doesn't work together. IBM and Cisco have gone well beyond that to make sure that we work closely together in all of the divisions, including the storage division, with our Cisco-validated designs. And then lastly, whether it's delivered through the direct sales model or through the valued business partners that IBM and Cisco share, it's critical the end-user know, and the partners know, they're getting something that works together and doesn't just have the works option. It's tightly-honed and finely-integrated, whether it be storage or the IoT Division, the Collaboration Division, Cisco is a heavy proponent of IBM Security Division. >> Product teams work together? >> Yeah, all the product teams work together, trade APIs back and forth, not just doing the, and let's go do a test, compatibility test. Which everybody does that, but we go well beyond that with IBM and Cisco together. >> And it's a key relationship for you guys? >> Key relationship for the Storage Division, as well as for many of the other divisions of IBM, it's a critical relationship with Cisco. >> All right, Eric Herzog, Chief Marketing Officer for the Storage Systems group at IBM. It's theCUBE live coverage in Barcelona, I'm John Furrier, Stu Miniman, back with more from Barcelona Cisco Live Europe after this short break. (upbeat techno music)

live from Austin Texas it's the cube covering cube con and cloud native con 2017 brought to you by Red Hat the Lenox foundation and the cubes ecosystem partners hey welcome back everyone we are live here in Austin Texas for this the cube exclusive coverage of the cloud native con and cube con kubernetes con north america 2017 I'm John Fourier wrapping up the show of two days of live coverage it was dude Minutemen and Justin Warren analysts with the cube guys you guys are out in the hallways Justin you read all the sessions still we've been doing interviews great shows second year full year was a standalone show it was kind of you know a small show last year but really amazing size seven forty five hundred people or so a lot of logos diamond sponsors platinum sponsors gold sponsors silver sponsors startup sponsors media partners it's a freaking commercial party yet tons of developers tons of action so it's not so much a vendor show a lot of vendor interest in what is the a-list developers in this new way to program new way to build services from lyft donating massive to envoy code Google bringing in massive code a lot of contributions a lot of energy a lot of tech action let's wrap it up do yeah so John first of all you I I we had covered the show last year you had gone done it I seen the buzz around kubernetes so I had a certain expectation and actually it's a the show exceeded my expectation you know Dan conan told us we're gonna have over 4,000 people so that it wasn't the size of it but just the quality of the people and the interactions here you know we've been in other shows you know over the years with the cube where you've had you know those builders and you know smart people but wow you know you walk around here people that have done some of these things many time and as we were talking with a number of them it's you know there's some of this infrastructure and really trying to you know solve some of these things and make infrastructure boring that now we've been beating on for years as well as you know it's really helping the applications and I like it this really kind of bridges you know those environments because infrastructure has always known the reason we have infrastructure is to help the applications and for too long infrastructure has been this boat anchor and you know smart people who've been through you know lots of battles before and it feels a little different it feels like we were making some progress you know just and I were talking ahead of the show I remember when we wrapped up Amazon last week it's like serverless holds a lot of promise well server list does not eclipse all of the cloud native and kubernetes stuff here we're actually seeing some of the intersection I know I want to hear Justin's take on some of it but you know a lot of good things you know just in 20 or 50 sessions here they're all online by the way on their YouTube channel for the CN CF you had a chance to kind of walk with always go to some sessions what did you find most exciting what was the notable point the comment sessions here have been spectacular I agree with you the quality of the attendees from from from customers from people who are building the things from vendors it's it's really really high quality stuff the sessions are really technical it depends on which part of the ecosystem you want to dive into so there's not as much in entry level and high level stuff so people who were involved in this ecosystem know what they're doing so it'll be interesting to see how that changes over the next couple of years I expect that there's going to be a bit more intro level thing although boring is the new exciting so maybe there will be no need to do a lot of the intro stuff because it'll be abstracted away so there's a lot of projects that are about basically about making everything easy that is the goal that's what I'm hearing around the conference today and there's lots of there we saw in the keynote yesterday the idea of meta particle which is basically layering extra layers of abstraction on top of kubernetes we saw it again in the keynote with Chen today where they're trying to put different services on top of kubernetes so essentially kubernetes goes away and just becomes invisible it's like plumbing Clayton Coleman mentioned that from Red Hat making containers boring I agree boring is the new black that means boring is working that's foundational to me I think I'm excited by the fact that we're it's not a lot of land grabbing so to speak on it by the vendors it's very foundational tech and people are focused on don't screw it up let's we got a good thing going on it was goober Nettie's that's kind of the vibe I'm sensing and then the excitement of opportunity yeah there seems to be a lot of that anything jump out at you Justin on in terms of tech hallway conversations notable emerging projects that's your eye as catching up with you just before the show we we were talking about what are you looking forward to and for me two of the big things was service and storage like state management and I agree with you those are the two things that still aren't really solve I just came from the server that's working group just before coming on here and there are still a whole bunch of foundational questions about what service actually is is it function to the service is it more than that does s3 count as as something which is service because you don't actually care about which server you're hitting maybe that's service so there's still a lot of work to be done there about defining what that looks like and creating some standards around things standards is apparently a dirty word which I thought it was a bit strange that this whole idea of what standards a great isn't it it's great it's a standard which are which allows you to build other things on top of that I think we're going to see more and more of that that's what we've seen with kubernetes that's one of the the great benefits of having this standardized thing run by CN CF is everyone else can take that off the table as a as a competitive thing so we're not trying to outdo each other and be more kubernetes than anyone else instead people are building things on top of that so we're seeing storage providers like diamante we're seeing networking providers who are doing things with sto and we've works so that ecosystem is being deliberately created by taking some of that competitive pressure off the table okay that's a great point I want to bring that stool and get your thoughts because we interviewed Ben seek single men from lights light stats and he's super smart guy great conversation where things I asked him about his innovation around communities and he says look it you got a is building communities and having them run things is not as good as being forced to come together around standards you mentioned Ethernet a lot of the OSI model was formulated because if you didn't standardize there was no outcome for anybody yeah so there's that kind of going on with kubernetes where just has come together let's it should be a good word and it was done deliberately I was again talking with Jen that like community is is a kind of a buzzword of the cook of the conference there are specific things that have been done to build a community here it's not just about technology it's about the people and we've got things like the diversity scholarships that we saw on on the first day we're 103 people were were sponsored to come here and be on this conference yeah you know I come into something like that a little bit skeptical when you want to poke at things you know coming off of the Amazon show it's there are many people that are scared of Amazon this show everybody's actually really happy and they're like great it's no longer Hadrian made it made a comment to us he's like it's not the everybody about Amazon Club they're here and everybody's actually happy they're here now you know some of the things they're doing will still kind of play out over time but community it's real John did the amount of smart men and women that we talk to I agree with you blew my mind I mean and who we just had on you know you mentioned you know some of the other guests we've had on just super high quality you know just density you brought up a good point this is something that we hadn't talked about this could bring it up Amazon yes last week we're talking about the Amazon how they're winning everything else everyone's reacting to Amazon and this show is reacting to Amazon in a positive way because the culture here they're from the same tech religion if you want to call it a religion they're cloud native they buy the Amazon value proposition yeah so it's not like this is an anti-feminist on crowd if anything they're all going hey Thank You Amazon keep validating micro services I mean why would you it is very much a yes and it's like cloud great what else can we do let's do more of that let's let's layer things on top of this cloud thing and let's in fact go multiplayer let's put with cloud all the things yeah and the competition strategy is gonna be interesting by the families and what's what's great is that they're enabling stuff so to me we're gonna see where the value will be created obviously the software engineering piece it's going to be a big definition I think so the word software engineering now means something you look at all the tech here it's software engineering then the application developers our application developers they're not engineering plumping right so I mean so you're gonna start to see you know that kind of roll so this new ecosystem might emerge you guys reaction to that I mean John look kubernetes commoditized it's no longer you know there's not the orchestration Wars we talked about this coming in it was one of the things that surprised me is this Kelsey said on his keynote this one actually wasn't any really big surprises this community has a lot of transparency so if you're plugged in if you're talking to the people we understand the roadmap there's a lot of projects and nobody can keep up with all the changes but some of the base pieces we understand where that is the the service mesh piece you know huge participation people go into the sessions everybody's interest learning to it and there's so many pieces where people who contribute customers are getting value and it's still very very early days I I love the line they said it's like hey 4100 people here that's probably everyone running kubernetes right now with around the world so you know John I how BIG's this gonna get you know what do we say and I'd love to get just let's take us he was more in the hallways but just to kind of smell on the vibe here and kind of feeling it and read the tea leaves and if things if they smell brisk if the CNC F doesn't screw it up which I don't think they will cuz Dan's very confident they got a great team I do agree with Justin this is a community that was designed by the people first that have the right principles and and know what they want and then will allow detect the form so I think we might see an easier decision around standards if that all happens things like standards and whatnot to make it grow I think this could be a little mini reinvent going on here so I feel a lot like reinvents do our first time there where you know we got all the best guests because such a small community now it's so popular we got it they're all booked up and we're trying to grab guests I think this could be as big as reinvent in not as now but eventually this could be an industry event because if this all works out you're going to see two major audiences those software engineering plumbers and then on the application side that's going to be the business logic like they've been talking about and then that's going to create value ecosystem a third new constituency if that happens it's a services world and it's a you know twenty thousand person show yeah I can definitely see this growing into a big big show we don't have many industry independent shows anymore most of them are a particular vendors ecosystem this one is yeah that's like kubernetes came from Google but it's the CNC F is an independent body they're being very careful about which projects that they add in I was speaking with a lot of the members and of the of the founding board and they are being very careful to not make the same mistakes that's happened with OpenStack they've learned a lot of the lessons from OpenStack and and other communities as well so they're making some deliberate decisions based on experience and knowledge that they've gained from other places so that this will be sustainable and that it can grow into something really really big and I'll just add to your point there Dan Cohen said on the opening keynote they specifically designed it to be a technical event yes not a business event yes Stu that takes a question cube con with a-c-c ube could be the business of kubernetes get out there confuse your prediction for 2018 we're bringing our best coverage guys thanks for commentary last word thoughts this show sum it up wrap it up cube all the things yeah I mean just impressive John after you know this is our last big event of the year you know just so you know humbled to be able to be you know in this community meet some amazing people and you know share it with our audience you know that this community is something that comes out of this we do community with the K I guess for kubernetes yeah I think high quality okay purposeful high integrity and smart and I think that is formula that will play well love the diversity love all the action guys great great wrap-up Justin's do is the cube here wrapping up coop con cloud native con North America 2017 in Austin Texas thanks for watching of course visit Silk'n angle calm and youtube.com which I still contain go the cube net and we keep on comm and special shout out to Red Hat for all the great support appreciate it and continued success to Red Hat the cubes signing off from Austin Texas thanks for watching

>> Voiceover: Live from San Francisco, it's The Cube. Covering Samsung Developer Conference 2017. Brought to you by Samsung. >> Okay, welcome back, everyone. Live here in San Francisco, this is The Cube's exclusive coverage of Samsung Developer Conference, SDC 2017. I'm John Furrier, co-founder of SiliconANGLE Media, and co-host of The Cube. My next guest is Dominic Venuto, who is the General Manager of the consumer division of The Weather Channel, and Watson Advertising, which is part of The Weather Company. Welcome to The Cube. >> Thank you for having me. >> Finally, I got the consumer guy on. I've interviewed The Weather Company folks from the IBM side, two different brands. One's the data, big data science operation going on, the whole Weather Company. But Weather Channel, the consumer stuff, Weather Underground, that's your product. >> Yes, you saved the best for last. We touch the consumer. >> So, weather content is good. So obviously, the hurricanes have been in the news over the years. Out here in California, the fires. People are interested in whether the impact, it used to be a unique thing on cable, go to the Weather Channel, check the forecast, read the paper. Now with online apps, weather is constantly a utility for users. So it's not a long-tail editorial product. It's pretty fundamental. >> Yeah, we want to be where our consumers are. Fundamentally we want to help people make better decisions and propel the world. And since weather touches everything, we need to be where the consumers are. So now, with all the digital touchpoints, whether that's your phone, or its a watch, your television, desktop if you still have one and you're still using it, as some of us do. We want to be there, for that very reason. And in fact, what we're aiming for, is to move from a utility, because if we are going to help people make better decisions, a utility only goes so far, would be a platform to anticipate behavior and drive decisions. >> So tell me about the Weather Underground and the weather.com consumer product. They're all one in the same now? Obviously one was very successful, with user generated content. This is not going away. Explain the product side of The Weather Channel consumer division. >> Yeah, so we have two brands in our portfolio, Weather Underground, which is more of a challenger brand. It's very data rich, and visualizes data in a number of different ways, that a certain user group really loves. So if you're a weather geek, as we call them, an avid aficionado of weather, and you really want to really get in there and understand what's happening, and look at the data, then Weather Underground is a platform. >> So for users to tie into, to put up weather stations, and other things that might be relevant. >> Exactly so, we started out in 2001, originally the first IOT implementation at the consumer level, connected devices. Where you could connect a personal weather station, put one in your back yard, and connect it to our platform, and feed hyper-local data into our network. And then we feed that into our forecast, to improve that, and actually validate whether the forecast is right or not, based on what people have at home. And we've hit a recent milestone. We've got over 250,000 personal weather stations connected to the network, which we are super thrilled about. And now, what we are doing is, we are extending that network to other connected devices, and air quality is a big topic right now, in other parts of the world, especially in Asia, where air quality is not always where it should be, that's a big thing we think we can... >> That's a big innovation opportunity for you, I mean, you point out the underground product was part of maker-culture, people do-it-yourself weather stations, evolve now into really strong products. That same dynamic could be used for air control, not just micro-climates. >> Exactly, yeah. >> In California, we had a problem this week. >> Exactly, California is a good example, really topical, where cities may have had great air quality, and all of the sudden the environment changes, and you want to know, what is it like? What is the breathing quality like outside right now? And you can come to our network and see that. And we're growing the air quality sensors every month, it's only been up a few months right now, so that's expanding quite well. >> So for the folks that don't know, The Weather Channel back end, has a huge data-driven product. I don't want to get into that piece, because we've talked about it. Go to youtube.com/siliconangle, search Weather Company. You'll see all our great videos from the IBM events, that are out, if you want the detail. But I do want to ask you, what's really happening with you guys, there's two things. One is, it's an app and content for devices, like Samsung is using. And two, essentially you're an IOT network. Sensors are sensors, whether they're user-generated, or user-populated, you guys are deploying a serious IOT capability. >> Absolutely, it's one of the reasons that IBM acquired The Weather Company, which houses the brands of Weather Underground and The Weather Channel, is that we have this fantastic infrastructure, this IOT infrastructure, ingesting large amounts of data, processing it, and then serving it back out to consumers at scale globally. >> What are you guys doing there with Samsung? Anything just particular in the IOT side, or? >> We've got a couple of initiatives going on with Samsung, a few I can't mention right now, but stay tuned. Some really cool things in the connect-at-home, that we're excited about, that builds on some of the work... >> Nest competitor? >> Not exactly a Nest competitor. Think more kitchen. >> Kitchen, okay. >> Think more kitchen. >> We had the goods, cooking in the kitchen, from our previous guest. So the question is, IOT personal, I get that. What else is going on with IOT, with you guys, that you can share? Lifestyle, in the home is great, but... >> So again, going back to how do we help people make better decisions, now that we are collecting data from not just personal weather stations, but air quality monitors, we are collecting it from cars, we are collecting it from the cell phone. We are really able to ingest data at scale, and when you're doing that, we've got hundreds of thousands of data sets that we are feeding into our models, when you do that, we've solved the computing challenge, now we are applying machine-learning and artificial intelligence to process this and extract insights. To validate data sets, in our forecast, and then deliver that back to the end user. >> One of the tech geek themes we talk about all of the time is policy-based something. Programming, setting the policy. So, connecting the dots from what you're saying is, I'm driving my car, and I want to know if it's hot, or the road temperature. I might want to know if I'm running too fast, and my sensor device on me wants to impact the weather, for comfortable breathing for me, for instance. The lifestyle impacts, the content of data, is not just watching a video on The Weather Channel. >> No, it's not. >> So this is a new user experience. It's immersive, it's lifestyle-oriented, it's relevant. What are some of the products you're doing with Samsung, that can enable this new user expectation? >> One of the products that we have right now, we we're one of the initial partners for the Made for Samsung program, is, we've got calendar integration in our app. So now we know, if you've got a meeting coming up, and you need to travel to get there, maybe there's a car trip involved, we know, obviously, the forecast. We know what traffic might be, and we can give you heads up, an alert, that says, hey you might want to leave 15 minutes early for that meeting coming up. That's in the Samsung product right now, which is really, again, helping people make better decisions. So we've got a lot of examples like that. But again, the calendar integration in the Made for Samsung app is really exciting. We recently announced, in fact I think it was this morning, we announced integration with Trip Advisor. So similarly, if we see time on your calendar, and the weather is fine for the weekend, we might suggest outdoor activities for you to go and explore, using Trip Advisor's almost one-billion library of events that they have. >> What's the coolest thing you guys are working on right now? >> Oh, that's a very long list. I say that I'm probably the luckiest guy in IBM right now, because I get to work with millions of consumers, we reach 250 million consumers a month, and I'm also bringing Watson to consumers, and artificial intelligence, which is a unique challenge to solve. Introducing consumers to a new paradigm of user interaction and abilities. So, I think the most exciting thing is taking artificial intelligence and machine-learning, and bringing that to consumers at scale, and solving some of the challenges there. >> Well contratulations. I'm a big fan of IBM, what they're doing with weather data, The Weather Company, The Weather Channel. Bringing that data and immersing it into these new networks that are being created, new capabilities, really helps the consumer, so. Hope to see you at the Think conference coming up next year. >> Yes, we are excited about that, and stay tuned, we may have some more exciting stuff to unveil. >> Make sure our writers get ahold of it, break the stories. It's The Cube, bringing you the data. The weather's fine in San Francisco today. I'm John Farrier with The Cube. More live from San Francisco, from the SDC Samsung Developer Conference, after this short break. (electronic music)