Saurabh Kapoor
>>Welcome to this cube conversation. I'm John fury host of the cube here in Palo Alto, California. We're talking open source. We're talking about the data center. We're talking about cloud scale, bringing that software benefits all to the table, all around the network, the network operating system, and more gotta go a guest here, sir. Rob Capor director of product management, Dell networking, sir. Rob. Great to see you. Thanks for coming on. >>Thank you, John. Good to be here. Thanks for inviting me. >>You know, we were talking before we came on camera around how the networking business is changing, why hardware matters, why software's more important. And in all of this shift, that's happening in the transition to fully distributed computing, which Matt, you got the edge, you got the data center, you got the cloud all coming together. One of the common threads in all of this is open source. Okay. Open source software, next generations coming. You're seeing more and more new cool things in open source, but also in parallel with the enterprise. This is a huge kind of flash point to the next gen open source enterprise convergence with, with open source software and the communities and all and all that, all that good stuff. And you're in the middle of it. What's driving this Hmm. Source and the data center. We're seeing the levels of support like we've never seen before and specifically at the network level. >>Awesome. Yeah. So, well, to set the context, let's start by looking at the story of comput solution, right? Uh, in the nineties, the comput infrastructure was vertically integrated. Uh, there were multiple vendors each offering their own operating system, usually a version of hearings, uh, on, on the proprietary hardwares. If I wanted to run a Solas operating system, I had to run that over a Spoor and the applications were written, especially for, for that architecture. So, so this represented multiple challenges back then the customer were locked in growth and innovation developers had to recreate applications for, for different architectures and, and the interoperability was extremely difficult, but with the advent of X 86 architecture and standardized operating systems like like windows and Linux, the stack got disaggregated, which allowed for flexibility, innovation, affordability and finding expand engine. We see a similar trend happening on the networking side now where the traditional networking solutions, uh, are not flexible. >>The switch, the network operating system, the APIs are all provided by the same vendor. So if a feature is, is needed, the user has to either wait for the vendor to deliver it, or is forced to replace then time for structure. But with the of open networking and opensource networking based solutions, we see an evolution that has paved the way for the customers to unlock their data center technologies and innovate. The modern data center is, is no longer centered around protocol sax. It's about agility, flexibility, innovation, network automation, and simplicity. It's about how to make operations more agile, agile, more effective, and, and, you know, bake it into an overall infrastructure today. A large element of, uh, of, of business action behind open networking is that companies are moving towards application centricity and, and a true realization of as a service model. Right? So, so that is where Sonic comes into the picture, right? >>But it's large and diverse community around, around modular containers, architecture born in Microsoft as your environment, Sonic is, is built for automation, telemetry and scale. And the flexibility of this architecture allows you for, you know, in terms of running to applications by providing that high level of redundancy. So, so basically know Sonic kind of check marks to all the requirements of the modern data center from open flexible architectures to cloud economics. And if you have to follow a comput evolution analogy, we believe that, you know, switches is the server now in Sonic is the Linux for networking. >>It's like the Ker of networking. I mean, we'd be and reporting. We've had all the cube conversations where Sonic's been mentioned and people have been saying things like it's taking the networking world by storm. Um, and all, all that with open source kind of ties it and scales it together. Can you take a minute to explain a little bit about what it is? What is Sonic, what does it stand for? Why is it important? What does it do? What's the benefit to the customers? What are they, what what's going on around Sonic take a minute to explain what is Sonic. >>Absolutely. Yeah. So is Sonic stands for software for open talking in the cloud. It's a brain of Microsoft in, in 2016, they announced their contribution of Sonic to the open source community and, and through the networking technology to revolutionary set forward with the yet level of this aggregation by breaking the monolithic nos into multiple containers components. And, and through the use of ization, Sonic provides the, the network managers, the plug and place sensibility, the ability to run third party proprietary or open source application containers and, and perform those in-service updates with zero down time. Sonic is, is primarily designed across four main per principles. First one is the notion of control where, uh, Sonic is an open software organizations are deploying it, working on it. The network managers can decide what features they want to ship on a switch, so that there's less potential for bug and, and tailored for more of the use cases, right? >>Sonic was designed for extensibility for, uh, the developers to come and add new cable, roll those out rapidly on, on a platform. Uh it's it was designed for agility. The ability to take changes, roll those out rapidly, whether it's a bug fix or a new feature coming out, uh, which is significant. And finally Sonic was designed around this notion of open collaboration with such a diverse community around, we have Silicon vendors to ODM providers. It contribute is the more people work on it, the better and more like the software it becomes. Yeah. And, and it has >>Go ahead, continue. >>Yeah. I mean, it has evolved considerably and, and since it's inception, it's, uh, the growth is, is nurtured by an increasing set of users, uh, a vibrant open source community. Uh, and then there's a long, uh, trail of, of, of, you know, falling from, from the non-hyper killers where they like the value propers of technology and they want to adapt it for their environment. >>Yeah. And of course we love Silicon here at Silicon angle in the cube. Uh, but this is the whole new thing. Silicon advances is still software hardware matters. Dave LAN is doing a big thing called on why hardware matters with our team hardware and software together with open source really is coming back smaller, faster, cheaper. It's really good. So I want to ask you about Sonic, what types of customers mm-hmm, <affirmative> what we looking to implement this, is this more of a, a reset in the data centers? Is it a cloud scale team? Is it distributing computing? What's the new look of the customer who are implementing the like so, so, >>Well, uh, you know, it has evolved considerably since it's ion, right. It was born into a hyperscale environment and we see a big 10 happening where, uh, you know, there's a wider appeal that is across non hyperscalers who want to emulate the best practices of the hyperscalers. They, but they want to do it on their own terms. They want a feature solution that is tailored for enterprise use cases. And, and, you know, looking at this whole contain architecture, Sonic kinda fits the build well where, you know, providing a Linux, no, that can be managed by the, the same set of automation management tools. Uh, and, and, you know, these are the same teams, you know, uh, that have, you know, been acclimated to the world on the server side. Now with this all tool consolidation and consistent operations across the data center infrastructure, we, we see that Sonic brings a lot of value, uh, to these distributed application use cases, these modern data center environments, where you, you know, you have, you know, customers looking for cloud economic, multi vendor ecosystem open and flexible architectures. And in fact, you know, uh, you know, we are told by the industry analyst that there's a strong possibility that, you know, during the next three to six years, Sonic is going to become analog as to Linux, uh, now allowing the enterprises to, to sanitize on this. No, and, and, and, you know, they also predict that, uh, you know, 40% of the organizations that have, you know, large data centers or 200 plus switches will deploy Sonic in production. And the market is going to be approximately 2.5 billion by, by 2025. >>You know, we've, we've always been riffing about the network layers, always the last area to kind of get the innovation because it's so important. I mean, right. If you look at the advances of cloud and cloud scale, obviously Amazon did great work, Amazon what starts with networking lay, what they did kind of with in the cloud, but even in the enterprise, it's so locked down, it's so important. Um, and things like policy, these are concepts that have been moving up the stack. We see that, but also software's moving down the stack, right? So this notion of a network operating system kind of out is in play at the data center level, not just on the server, you're talking about like packets and observability monitoring, you know, more and more and more data coming in. So with data surging, tsunami of data, new, um, agile architectures changing in real time dynamic policy, this is what's happening. What's the role of the Dell and all this, you guys got the hardware, um, you got the servers now it's open source, it's got community. What is Dell bringing to the table? What's your role in this development and the evolution of Sonic and, and what are you guys bringing to the table? >>Absolutely. So, so we are now, uh, enterprise Sonic distribution by Dell technologies, a commercial offering for Sonic in June last year. And our, our vision has been primarily to bridge the gap between hyperscale networking and enterprise networking. Right here we are, we are combining the strengths and value proposition of Sonic and Dell technologies where the customers get an innovative, scalable opensource NA, which is hard and supported and backed by industry leader in open networking. That has been, that has been our primary play into this where enterprise Sonic by Dell, we, we cus the customers, you know, get support and deployment services. Uh, we work with the customers in building out a roadmap that is, you know, predictable, soft, and hardware roadmap for them. Uh, we, we provide at extended and validated use cases where, uh, you know, they can leverage, you know, Sonic for their, you know, specific environments, whether it's a cloud environment or the enterprise environment, uh, we've created a partner ecosystem where, uh, you know, with, with certain organizations that allow you to leverage the inherent automation, telemetry capabilities in the NAS, uh, to enhance the usability of the software, we have, uh, created an intuitive CLI framework called management framework to allow you to better consume Sonic for your employment. >>We offer support for open conflict models and then also answerable playbooks for, for network automation. So, so it's been a journey, uh, you know, we are making the solution ready for enterprise consumption is a, a big fan falling that is happening the non hyperscale awards. And, uh, we made significant contributions in, in, in the community as well. Yeah. 1 million lines plus of court, what fixes and, and helping with the documentation. So we are at the forefront of, of so journey. >>So you're saying that you, you're saying Dell for the folks watching you guys are putting the work in you're investing in opensource. >>Yeah, absolutely. I mean, we, we, we are, uh, you know, extending open source to the bottom market, you know, making it enterprise ready, uh, with, with feature enhancements and building a partner ecosystem. Uh, you know, we, we ensure that, you know, it advanced through extensive internal testing and validation for the customers. And then, uh, in order to allow the customers to, of this new technology in house, uh, you know, we, we provide virtual demos. We have, you know, hands on labs for, for customers and channel partners. We, we also help them with, with a lot of documentation and reference architecture so that, you know, it's a knowledge repository across the board that can be leveraged for the modern use cases. So, yeah, so that's been a, it's been a journey with the customers, and it's always in evolution where we, you know, get better with, with extended use cases and, and more capabilities on the portfolio. >>You know, I always, I always talk with Michael Dell at the Dell tech world every year. And sometimes we text back and forth. Uh, we kind of grew up together in the industry about the same age. Um, and we joke about the Dell early days of Dell house supply chain was really part of their advantage. And this is getting a little bit of a throwback, but look back back then it was a systems architecture. You have suppliers, you have chips, you have boards, you build PCs, you build servers. And the DNA of Dell, Dell technologies has always been around this system. And with open source and tributed computing cloud data center edge, it's a system. And we're hearing words like supply chain in software, right? So when you start to think about Sonic and network operating systems and that kind of, those kinds of systems, when you modernize it, it's still gotta enable things to enable value. So what's the enabling value that Sonic has for the modern era here in computing as new kinds of supply chains emerge, new kinds of partnerships have to evolve. And the environment under the covers is changing too. You got cloud native, you got growth of containers. I think DACA was telling us that the container market there is pushing 20 million developers. I mean, massive cloud native activity and openside growth. This is a system. >>No, absolutely. I mean, uh, you know, the modern world has changed so much from, from, you know, the proprietary infrastructure and stacks. Now, uh, we tell, you know, becoming, uh, uh, you know, more software focused now because that's a real value, uh, that you bring to the customer is now it's all about application centricity. Nobody is talking about, you know, protocol stacks that, you know, they, they want simplicity. They want ease of network management. And how do you expose all these capabilities? It's it's software, right? Sonic being open software, there's so much happening, uh, in, in the community around it. We know we provide not bond interfaces that, you know, customers can hook up into their app applications and get better at monitoring, get better at, you know, managing that entire C I CD pipeline in the infrastructure. So I think, you know, soft is, is a core in the heart of, you know, the modern data center infrastructures today. And, you know, we've been, uh, you know, uh, uh, at the forefront of this journey with, with Sonic and, uh, you know, bringing the real choice and flexibility for the >>Customers. It's certainly an exciting time if you're in the data center, you're in, in architecture, cloud architecture, you're in data engineering, a new growing field, not just data science data is code. We did a big special on that recently in the cube, but also just overall scale. And so this, these are all new factors in C CXOs are dealing with obviously securities playing a big part of, and the role of data and also application developers all in play. The partner ecosystem becomes a really important part of, so I have to ask you, can you expand a little bit more on your comment earlier about the partner ecosystem and the importance of ways in providing a best in class service, because you're relying on others in open source, but you're commercializing Sonic with others. So there's a, the ecosystem play here. What's, what's talk more about that and, and the importance of it, >>Right, right. Yes, sir. As I mentioned earlier, right, the modern data center is no longer centered around protocol Sachs. It it's about agility, flexibility, choice, uh, network automation, simplicity. And based on these needs, we built up portfolio with, with plethora of options for, uh, you know, into open source tool chains and, and also building enterprise partnerships for, uh, with, with technologies that matter to the customers. Right? So, uh, the ecosystem partners, uh, are, are, you know, abstract, Juniper, um, Okta, and are crew that offer solutions at simplify network management and monitoring of, of massive complex networks and leverage the, the inherent automation telemetry capabilities in Sonic. It comes to the open source tools. Uh, you know, these, these are tools that, you know, the product, the, the tier two cloud at this point is the large enterprises also want based on how they're moving towards an open source based ecosystem. So we have, you know, created ible modules for network automation. We have integrated into opensource modeling tools like Telegraph or FA and pros. And then we are continue to, you know, scaling and expanding on these integrations and ecosystem partners, uh, to bring that choice, flexibility, uh, to the customers where, uh, you know, they can leverage the, the inherent software capabilities and leverage it to their application business needs. >>Rob, great to have you on the cube Sergeant Kalo, director of product management, Dell tech, Dell networking, Dell technologies, um, networking really important area. That's where the innovation is. It matters the most latency. You can't change their, the laws of physics, but you can certainly change architectures. This is kind of the new normal going on final point final comment. What can people expect to see around Sonic and where this goes? What, what happens next? How do you see this evolving? >>Well, there's a, uh, you know, I think we start of our journey to an exciting, you know, evolution on and networking happening with Sonic. There's so much this, this has to offer with, you know, a lot of technical value prop around microservices, container architecture with such a diverse community around it. There's, uh, a lot of feature addition, extended use cases that are coming up with Sonic. And we, we, we actively engage in the community with lot of feature enhancements and help also helping stay the com community in, in a direction that, you know, uh, bring Sonic to the wider market. So, uh, you know, I think this is, this is great, you know, start to a fantastic journey here. And, uh, we look forward to the exciting things that are coming on the Sonic journey. >>Awesome. Thanks for coming on. Great cube culture. We'll follow up more. I wanna track this Dell networking, networking it's important software operating systems. It's a system approach distributed computings back modernizing here with Dell technologies. Thanks for coming on. Appreciate it. >>Awesome. Thank you, John. >>I'm John furry with the cube here in Palo Alto, California. Thanks for watching.
SUMMARY :
I'm John fury host of the cube here in Palo Alto, California. Thanks for inviting me. computing, which Matt, you got the edge, you got the data center, you got the cloud all coming together. and the interoperability was extremely difficult, but with the advent of X 86 architecture and, and, you know, bake it into an overall infrastructure today. we believe that, you know, switches is the server now in Sonic is the Linux for networking. What's the benefit to the customers? the network managers, the plug and place sensibility, the ability to run third party proprietary or It contribute is the more people work on it, the better and more like the software it becomes. Uh, and then there's a long, uh, trail of, of, of, you know, falling from, from the non-hyper killers So I want to ask you about Sonic, what types of customers mm-hmm, Sonic kinda fits the build well where, you know, providing a Linux, no, that can be managed by the, What's the role of the Dell and all this, you guys got the hardware, um, uh, you know, they can leverage, you know, Sonic for their, you know, specific environments, whether it's a cloud environment or the So, so it's been a journey, uh, you know, we are making the solution ready for So you're saying that you, you're saying Dell for the folks watching you guys are putting the work in you're investing in source to the bottom market, you know, making it enterprise ready, uh, with, and that kind of, those kinds of systems, when you modernize it, it's still gotta enable things I mean, uh, you know, the modern world has changed so much from, from, you know, earlier about the partner ecosystem and the importance of ways in providing a best in class service, And then we are continue to, you know, Rob, great to have you on the cube Sergeant Kalo, director of product management, Dell tech, Dell networking, Dell technologies, So, uh, you know, I think this is, this is great, you know, start to a fantastic journey here. modernizing here with Dell technologies. I'm John furry with the cube here in Palo Alto, California.
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Juergen Lindner, Oracle SaaS | CUBEConversation, October 2018
>> Hello everyone, I'm John Furrier cohost, founder Silicon Angle media, we are here in our Palo Alto studios for cube conversation with your Juergen Linder, who's the senior vice president of Oracle SaaS. You're getting great. Great to see you again. Thanks for coming in. Appreciate, uh, the time senior vice president of ERP, SaaS, you handling all the business aspects of the Oracle cloud is correct. And you'll lots happening. What's the big, the big story right now? >> Well, here at OpenWorld, it's, it's a little bit of a kid in a candy to your point, I do think it's fantastic that we can store. I mean, showcase our innovation capacity. What we have really done and you're going to see most of those announcements are around how we pervasively infuse emerging technology into our product lines. So not just a sidecar concept, but productizing out use cases where customers can reap an immediate business benefit as of day one. So allow me maybe to plow through some of those. There is a lot of it, um, what's happening and one of the big ones is certainly around cloud ERP. If it's a huge investment for us, we'd like to think it's the most strategic SaaS investment you will ever do. From that perspective. We're very committed to make sure that the emerging technology is applied for business impact. What I mean with that is take examples such as, um, intelligent payments. So imagine you have a cash surplus all of a sudden, which is a great position to be in, but two, how do you allocate it to strategically cultivate supplier relationships based off in the moment data based on machine learning suggestions. Think about the change that we're seeing out there in terms of business models. I mean product as a service is a completely different model in which our companies need to operate. So this entire motion of shipping transactionally into going into a service provider model is huge for a lot of companies and oftentimes they have multiple business models to cater to. So big announcement, this open world is subscription management, which is a unique offering where we have really plowed together the combined strengths of our customer experience cloud to handle seamlessly the customer facing interactions. So sales, service, marketing type of pieces. But teamed up with our ERP offering to really have all of the billing, the renewal cycles, the um, revenue recognition seamlessly solved in one offering. So big announcement for us. >> So on the subscription management is that for the ERP years at Oracle Cross, all oracle portfolio products are specifically ERP. >> It's both actually, it's, it spans the customer experience piece, but it's also natively embedded into the Oracle ERP cloud to have it a seamless experience because we don't think that you can solve subscription management in isolation. Oftentimes you feel vendors who does it on the customer experience side, but then you'd still need to have the backend features to make sure that you can deliver on the promise that you do understand the customer intimately, that you could do effective up cross sell and handle the renewal cycles. Constantly tap into the customer sentiment to see if they're happy and just see them grow. So we'd like to think it's really a combined effort between what we have as customer experience and the ERP side >> I mean, this brings up a great point because I think you're hitting on the major trend that's happening around Oracle open world, certainly in the industry right now that is integrating a lot of different functions. I mean ERP, they want knows ERP was lifted the days that's really critical software and it powers the business. It's not going anywhere. What people are concerned about, how do I extend the capability of the data that I have? Yes, and cross connected so that it's seamless, so I want to just go a little slow on the subscriber management thing. So what you're saying is you upgraded subscriber management so that the customer can manage their piece of their business without mangling or changing or tweaking any of are taking me through that. I was at. How are they rolled that out? What's the use case of that >> I think this is important to hit on the key point which is data mean. specifically? They give an example. What Oracle always has been synonymous with is owning, managing and securing the world's data. We'd like to live on that heritage for a while because we think it's fundamentally differentiating. If you want to bring those emerging technologies to life for outcomes, um, since we're covering all lines of businesses in the cloud and are ready to go today, it brings us into a very unique position to really stitch together data points very elegantly across a unified data platform, right? Where data travel seamlessly. Because if you think about a subscription business, there's so many aspects that goes into that. Think about conducting, collecting sensory data based on Iot. >> A lot of databases are out there and you have multiple databases you're hitting. >> Oh absolutely. So we want to make sure that obviously any data that we're collecting about the usage of a given product allows us to find tune the business model for subscription. If we have the customer or if the company made a decision to go into a subscription model, it's huge from a revenue recognition perspective, how do you report that out? It has to do with how do you service the customer constantly predict and anticipate the very next move four up and cross selling type of mechanism. So it's a big movement. >> Customer intimacy used to be a cx problem, now it's an integrated data problem and it's interesting because, you know when I broke into the business when I was graduated from college, the word data processing was a department when you guys were in the database business mean data processing now is a core competency that's not limited to one siloed system or one abstract system like an ERP or cx. It's managed to everything. So you have to do data processing because that's the value. So if, if that's the case and more data is coming to the marketplace, you need machine learning, you need to have the tools. So I gotta ask you Oracle Open world, you guys are doing some announcements around Ai. What's the impact to ai particular or using or managing whether it's symbolic systems, which is a little bit different in ai reasoning. Is is a thing processing and reasoning around the data now you need ai for that. So what are you guys announcing around ERP, oracle cloud and ai? >> So it's fundamentally that, to your point, I had the pleasure of implementing ERP system at customer side on the sis side. I had problems or challenges in my business career to bring them to life on the software development side, but fundamentals have stayed the same. You need to have data consistency and as a complete view of the business. Now, to your point, I'd like to think that machine learning and emerging technologies at large provide a new canvas on how you can create and look at every single business process as we know it so you see us talk about it because I'm all about intelligent process automation in the ERP context. What that means is if you take a typical company, about 85 percent is spent on keeping the lights on, closing the books, doing all of the in hyphened, mundane but necessary stuff, and 15 to 20 percent is typically dedicated towards innovation of new business model. Serving customers with new business model or just being the change agent that typically the finance function wants to be. I mean, there's a reason, for example, why Kraft Heinz had a cfo or has still has a CSR, was 29 years old. They're not hired necessarily for the seniority they hired for the change ability. >> The culture change is both business culture and there's also tech culture that culture cloud, native agile data at the center of the value proposition. Now culturals is about expectations I I need it relevant. I mean it's a commitment problem to needed. I need it fast. solve too as well on both business skills gap and also technical. >> I mean to your point, I mean kid in a candy store is like the the best way I can describe it. I think every single business process and in the nineties we had this big theme of business process reengineering. You know that I'd like it comes back on steroids right now because you can simply look at every single business process once again and see where the human element and the machine or a robotic element can simply provide superior outcomes. Think about use cases of detecting fraudulent spend more easily like machines are simply better at that. We have to admit that if we can liberate the human potential at large and tap into the ingenuity by liberating them from the mundane and shifted you towards value at, that's huge. So our commitment of infusing machine learning and ai constantly in every single business process and learning from your decision like John, if you have the same workflow and you approved it 99 times, the system should start taking a hint. It doesn't mean hard coding and rewiring the work flow. The system automatically should learn from your behavior. So this is what we talk about, intelligent process automation. It also extends into what we call intelligent process performance management where our entERPrise performance management cloud is very sophisticated and analytical capabilities, but now it's taking it to the next level of prediction, learning, anticipating, constantly and suggesting actionable results. So a lot of things and chatbots for expenses is the entire communication with the system. It's just branded in a way where I say, when is the last time you had an intelligent conversation with your ERP system? A lot of people would say never. >> Well, I think people would love to get more value out of the data. And certainly the work that ERP systems have done as foundational mechanisms or plumbing or infrastructure and software is critical. Data's in there, right? So, yes. But the interesting topic that's becoming apparent and Oracle, you've, you guys lived this and you know at, uh, your other career at sap client server had a great growth when heterogeneous network started to appear, correct? So heterogeneous is a word that's not just a customer problem, it's an oracle opportunity as well because you have to be heterogeneous in an mov yourself. >> Absolutely. >> Then that's the data is the bridge of your internal system. So it's not just here's your oracle, between all of that. So now you have heterogenaity around all go buy some European, deploy it in the customer's heterogeneous environment. You gotta have a heterogeneous integration than Oracle into a cloud environment for the customer, makes it more complex, but the data becomes the key asset. >> Data is the key asset. And this is why we took decisive steps about a decade ago to really rewrite from scratch for the cloud. So we're really not trying to get away with hosting or legacy into the cloud because I think it's a fundamentally flawed strategy, right? So we also learned from what I call typical SaaS, one point old patterns where certain vendors tackled one business problem in isolation, but then it's upon the customer once again to stitch it painfully together with all of the risk it has like security risks, um, data silos that you so desperately trying to run away from comeback on steroids in the age of multicloud. Right? So it's oftentimes what we're seeing is that tactical cloud adoption, our customer and prospect conversations give way to more strategic longevity type of SaaSs consideration. And this is where we think we have a great story to tell by having everything in the cloud. Every line of business re architected for the cloud, but then of course the entire stack So of course we want to make sure that everything that comes out of Oracle depth to support it. works best stitched together. But by all means, it's really that we acknowledged that customers have heterogeneous environments that were open to connect, extend any type of starting point a customer might have. >> So one of the things I've been impressed with Oracle and the previous announcements is your affinity towards some of the emerging tech you guys aren't afraid to, to run at a new environment. And Larry Ellis was classical old with Larry. We'll wait until he sees clear And because you got a big business, you've got zillions of customers, visibility that he'll run hard at it and it's been fun to watch. uh, and you're modernizing and real time. But the big change that's on the market is the blockchain. You guys got some announcements happening around here at Oracle Open? Correct. And you made an announcement earlier what new things are coming out with blockchain because blockchain actually is a database model. It's a little bit decentralized, but it has great use cases, low hanging use case, independent of all the hype and uncertainty around cryptocurrency. But certainly blockchain is an enabling. Technology will impact your world. What new things you announcing here? >> For me, that's likely the most fundamentally disruptive technology heading our way. To your point, still a little bit at the infancy compared to other emerging technologies, but the profoundness of change with this new trust fabric is just massive for every single business process as we know it. Um, so when we discussed with customers, it's really that we try to give our customers a headstart for immediate business impact, meaning we're shipping applications, productized use cases. So the announcements this week are really around intelligent track and trace, making sure that any given point in time, you know exactly where in the supply chain you're product is, what are the handover points all documented seamlessly. You see an announcement around what we call the intelligent cold chain, big topic for some pharmaceutical companies, for example, or food and beverage, right? To have refrigerated products where you need to prove that they never surpassed the temperature threshold. For example, in the supply chain document that via supplied via block chain, we have, um, what we call warranty and usage as a use case. Just simplifying the settlements, the claim processes for any type of things here. So we have multiple more that are in the labs right now. Take an hcm use case, for example, where everyone of us had some educational experience, right? And we want to make sure that the hiring process becomes as if, uh, did you go to the school, you said you went, you know, your supply chain, you know, your journey in life as a, as a value chain. I mean the first universities are actually posting the certificates, unblocked chain so that you have this immutable record and the entire vetting of credentials in the hiring process, which is so cost intensive time intensive could be shaved off seeming as >> One of the things I'm personally passionate about and then release our video businesses that one of the big problems that's going to becoming great fast as deep face tampering with video. One of the things that we're thinking about it, how to put our videos on the blockchain to look at whether it's been tampered or not. Absolutely. Because you know, you can take this video. Could you say something that because this big, this legit problem was verified. So again, this is a verification about it and people want to know, did the produce come from that? Certain lawyers production, certainly manufacturing operations is Qa issues. This is real. These are real world examples. This is not like some pie in the sky hyped up. Tulip craze >> Funny you mentioned that we actually have an innovation panel on Tuesday afternoon where we have, for example, one of the largest food manufacturers in the world building on our blockchain cloud services. Those types of use cases and just amazing what we're seeing in terms of the impact emerging technologies can have and quite frankly business impact we're going to see out of that. >> I think I personally think, and I'd love to get your reaction to this because it's something that we talk a lot on the cube allowed in is good feedback on is that you're going to have to explain yourself and have verification because there's a lot of black box processes that have to be an unexposed because people want to know the transparency of how things move through the system. Whether it's, whether it's fruit, whether it's videos, whether it's someone's resume or credentials, reputation. These are new ways that needs to be explained by algorithms. Yes, so now the black box is going to be opened up. This is an opportunity. It's a threat to a lot of people, so you're on. Do you agree with that idea that there'll be soon things will be explained and be able to be inspected eventually. >> Transparency is huge and as to your point, I don't think you can hide a lot of things going forward anymore, so everything becomes more transparent, but with enabling technology such as blockchain for example, they also become immutable into dispute to your ability to to, to, to, to alter the information flow becomes less so. It's both. I'm very enlightening in terms of having transparency, speeding up business processes and to your point also understanding the origin where something originated. We have a lot lineage, for example, as another blockchain applicant. Live lineage, you mean like production lots, production loads, for example in provenance, right? To really understand the genealogy example that understand the genealogy as to where, for example, certain parts of your supply chain really come from. Do they come from countries for example, where you shouldn't be doing business So it's all those types of things where you can always prove like maybe the with? Right. >> Chinese put a chip on a board and puts it in Amazon Apple Data Center. That's a supply chain concern. But I totally wouldn't you love to know where that motherboard is. I mean, this is, these are real world examples. If it went through to press the last couple of weeks, it definitely is. It's a real. Aws and apple have vehemently denied, strenuously objected to the claim. I refuted. I would, I checked it out, I think with the Bloomberg story wrong, but we know that there is hacking going But again, this is an example of, on, no doubt. as things are moving around a lot, whether their workloads are manufacturing, this is a data problem. >> It all comes down to data. I mean data is the ultimate weapon in this age where they were in right now, um, and the company that can help you best to have as much data meaning first party generated data, but then also complement that with, for example, Oracle data cloud, right? Really Privacy compliant. Third Party data points to have this contextual demographic, Geo geolocation type of context to really delight customer experience and compliment your own insight is massive and we'd like to think we have a great story to tell not only being to manage this data but also to Securitas data because data security is massive. I mean I have been a personal victim of the equifax hack, so since then I take it very much seriously. >> I mean not take credit card fraud on that. >> You had been to be honest, I mean like impact was less than I'd expected it, but it's still scary to see as to how fast your privacy can be compromised. Right? So you definitely want to make sure that be hacked and some advice we you want to be hacked. Just tell people you own a lot of big coin. You'll be hacking in a heartbeat. But this is the culture. Let's get back down to this core issue because Larry Ellison said a couple open oracle liberals will go, that security should be always on. Yes. And this is a fundamental concern. So you know, as you guys look at bringing this customer experience together, bringing the unity of the data together. Um, I mean there's a lot of oracle products out there. You got, you got ERP and hcm, you've got cx data, cloud, all these things are out there, right? So bottom line, that's SaaS cloud for Oracle. What is the, what's the mission, and simplify it for us. What if I'm a customer? I got a lot of Oracle, I have some oracle, maybe I want more or less or I don't And what's the value proposition for oracle cloud's SaaS solutions? know. Bottom line. >> In a nutshell, it's about future proofing the business of our customers. I'd like to think that cloud is in hyphened the inevitable destination for us to serve the customers and our prospect base at large to help them just be ahead of the curve in either driving innovation, taking advantage of data points to turn it into a competitive advantage and having this quick ability on a quarterly basis to surface as innovation, but don't leave the customer alone with standalone innovation platforms. Sidecar concepts by making sure we have a holistic architectural approach to surface in the context of the business when you need it and making sure. So for us it's really the fundamental way how we can better serve our customer base and our prospect base and we'd like to think that the decisiveness of the architecture we have chosen about a decade ago brings us a lot of advantages right now where customers are realizing tactical cloud adoption was trust. One, LOB is short lift potentially, so they're looking at holistic cloud suites and we have everything in the cloud plus we have the architectural depth to really surface and actually tackle any business problem right now, not as a promise and a couple of years and then also keeping a roadmap, making some extensibility. >> Alright. Personal question. You're again. What are you personally excited about right now? Obviously you've seen a lot of ways of innovation with sap. Now you're at Oracle, you've seen the client server wave, you're now on the cloud wave. What are you personally excited about this next modern infrastructure and software environment as it starts to evolve, that big wave is coming? What's most exciting for you? >> For me, it's really the possibility to re think about every single business process as we know it. It's so fundamental, those technologies, machine learning, constantly learning from your decision that the experience at large, how you interact with a system. We're so conditioned in consumer life that you ask a question, you get this instant gratification of a response. This is exactly the type of experience we're going to see an entERPrise systems as well. So I do think the demographics, the requirements into an ERP system, an entERPrise system at large have changed and we're excited about the ability to serve that up now on a quarterly basis with speed and also customer responds of course, right? Because SaaS for us as a fantastic opportunity to get instant feedback, we can do ab testing, we can immediately see as the, what's used, what's not used. Right? So for us as a vendor, I think we have to be on our toes because I mean there's no hiding in SaaS, right? I mean either you deliver or your don't. Yeah, it's incident. Um, so there's a lag time of shipping info, innovation, safeguarding our customers, and I think we have a great story to tell for customers who have invested with us already in the past with on premise investments, how we can shepherd them into the cloud era at the most predictable type of timeframe caused everything. You mentioned one word which was key unity, which is one of the announcement I forgot to tell customer experience, unity in the past. I think what we have seen on the customer experience side is oftentimes that vendors have taken an approach where you had sales service, marketing, commerce, oftentimes siloed cx. Unity is really our fundamental commitment to making sure that the data management of every single dynamic touchpoints we have with a customer is constantly live up to. But do your point. I think oracle has a fantastic set of cards to deal with customers to help them in any starting point of their journey right now. Not In the future, no re architecture needed. We can take that right out to them. >> I think Oracle is a great opportunity with the data play. I'll see databases, not a foreign concept, the word database, um, data processing, real time. I mean, I think the integration, you guys have a good opportunity and great to great to see you and thanks for spending a QP, appreciate anything, keep conversations. You're lending there. Who's the senior vice president? Oracle SaaS cloud here in the studio, Palo Alto. A lot going on around Oracle. OpenWorld happening. I'm John Furrier. Thanks for watching.
SUMMARY :
Great to see you again. Think about the change that we're seeing So on the subscription management is can deliver on the promise that you do subscriber management so that the businesses in the cloud and are ready to A lot of databases are out there and you It has to do with how do you service the What's the impact to ai particular or I had the pleasure of implementing ERP I mean it's a commitment problem to from the mundane and shifted you towards And certainly the work that ERP systems but the data becomes the key asset. Data is the key asset. some of the emerging tech you guys So the announcements this week are One of the things that we're thinking one of the largest food manufacturers in so now the black box is going to be I don't think you can hide a lot of But I totally wouldn't you love to know and the company that can help you best I mean not take credit card fraud on be hacked and some advice we you want to but don't leave the customer alone with What are you personally excited about it's really the possibility to re think great to great to see you and thanks for
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