(gentle upbeat music) >> Hey, friends of theCUBE. It's Lisa Martin live at Stanford University covering the Eighth Annual Women In Data Science. But you've been a Cube fan for a long time. So you know that we've been here since the beginning of WiDS, which is 2015. We always loved to come and cover this event. We learned great things about data science, about women leaders, underrepresented minorities. And this year we have a special component. We've got two grad students from Stanford's Master's program and Data Journalism joining. One of my them is here with me, Hannah Freitag, my co-host. Great to have you. And we are pleased to welcome from Intuit for the first time, Shir Meir Lador Group Manager at Data Science. Shir, it's great to have you. Thank you for joining us. >> Thank you for having me. >> And I was just secrets girl talking with my boss of theCUBE who informed me that you're in great company. Intuit's Chief Technology Officer, Marianna Tessel is an alumni of theCUBE. She was on at our Supercloud event in January. So welcome back into it. >> Thank you very much. We're happy to be with you. >> Tell us a little bit about what you're doing. You're a data science group manager as I mentioned, but also you've had you've done some cool things I want to share with the audience. You're the co-founder of the PyData Tel Aviv Meetups the co-host of the unsupervised podcast about data science in Israel. You give talks, about machine learning, about data science. Tell us a little bit about your background. Were you always interested in STEM studies from the time you were small? >> So I was always interested in mathematics when I was small, I went to this special program for youth going to university. So I did my test in mathematics earlier and studied in university some courses. And that's when I understood I want to do something in that field. And then when I got to go to university, I went to electrical engineering when I found out about algorithms and how interested it is to be able to find solutions to problems, to difficult problems with math. And this is how I found my way into machine learning. >> Very cool. There's so much, we love talking about machine learning and AI on theCUBE. There's so much potential. Of course, we have to have data. One of the things that I love about WiDS and Hannah and I and our co-host Tracy, have been talking about this all day is the impact of data in everyone's life. If you break it down, I was at Mobile World Congress last week, all about connectivity telecom, and of course we have these expectation that we're going to be connected 24/7 from wherever we are in the world and we can do whatever we want. I can do an Uber transaction, I can watch Netflix, I can do a bank transaction. It all is powered by data. And data science is, some of the great applications of it is what it's being applied to. Things like climate change or police violence or health inequities. Talk about some of the data science projects that you're working on at Intuit. I'm an intuit user myself, but talk to me about some of those things. Give the audience really a feel for what you're doing. >> So if you are a Intuit product user, you probably use TurboTax. >> I do >> In the past. So for those who are not familiar, TurboTax help customers submit their taxes. Basically my group is in charge of getting all the information automatically from your documents, the documents that you upload to TurboTax. We extract that information to accelerate your tax submission to make it less work for our customers. So- >> Thank you. >> Yeah, and this is why I'm so proud to be working at this team because our focus is really to help our customers to simplify all the you know, financial heavy lifting with taxes and also with small businesses. We also do a lot of work in extracting information from small business documents like bill, receipts, different bank statements. Yeah, so this is really exciting for me, the opportunity to work to apply data science and machine learning to solution that actually help people. Yeah >> Yeah, in the past years there have been more and more digital products emerging that needs some sort of data security. And how did your team, or has your team developed in the past years with more and more products or companies offering digital services? >> Yeah, so can you clarify the question again? Sorry. >> Yeah, have you seen that you have more customers? Like has your team expanded in the past years with more digital companies starting that need kind of data security? >> Well, definitely. I think, you know, since I joined Intuit, I joined like five and a half years ago back when I was in Tel Aviv. I recently moved to the Bay Area. So when I joined, there were like a dozens of data scientists and machine learning engineers on Intuit. And now there are a few hundreds. So we've definitely grown with the year and there are so many new places we can apply machine learning to help our customers. So this is amazing, so much we can do with machine learning to get more money in the pocket of our customers and make them do less work. >> I like both of those. More money in my pocket and less work. That's awesome. >> Exactly. >> So keep going Intuit. But one of the things that is so cool is just the the abstraction of the complexity that Intuit's doing. I upload documents or it scans my receipts. I was just in Barcelona last week all these receipts and conversion euros to dollars and it takes that complexity away from the end user who doesn't know all that's going on in the background, but you're making people's lives simpler. Unfortunately, we all have to pay taxes, most of us should. And of course we're in tax season right now. And so it's really cool what you're doing with ML and data science to make fundamental processes to people's lives easier and just a little bit less complicated. >> Definitely. And I think that's what's also really amazing about Intuit it, is how it combines human in the loop as well as AI. Because in some of the tax situation it's very complicated maybe to do it yourself. And then there's an option to work with an expert online that goes on a video with you and helps you do your taxes. And the expert's work is also accelerated by AI because we build tools for those experts to do the work more efficiently. >> And that's what it's all about is you know, using data to be more efficient, to be faster, to be smarter, but also to make complicated processes in our daily lives, in our business lives just a little bit easier. One of the things I've been geeking out about recently is ChatGPT. I was using it yesterday. I was telling everyone I was asking it what's hot in data science and I didn't know would it know what hot is and it did, it gave me trends. But one of the things that I was so, and Hannah knows I've been telling this all day, I was so excited to learn over the weekend that the the CTO of OpenAI is a female. I didn't know that. And I thought why are we not putting her on a pedestal? Because people are likening ChatGPT to like the launch of the iPhone. I mean revolutionary. And here we have what I think is exciting for all of us females, whether you're in tech or not, is another role model. Because really ultimately what WiDS is great at doing is showcasing women in technical roles. Because I always say you can't be what you can't see. We need to be able to see more role models, female role role models, underrepresented minorities of course men, because a lot of my sponsors and mentors are men, but we need more women that we can look up to and see ah, she's doing this, why can't I? Talk to me about how you stay the course in data science. What excites you about the potential, the opportunities based on what you've already accomplished what inspires you to continue and be one of those females that we say oh my God, I could be like Shir. >> I think that what inspires me the most is the endless opportunities that we have. I think we haven't even started tapping into everything that we can do with generative AI, for example. There's so much that can be done to further help you know, people make more money and do less work because there's still so much work that we do that we don't need to. You know, this is with Intuit, but also there are so many other use cases like I heard today you know, with the talk about the police. So that was really exciting how you can apply machine learning and data to actually help people, to help people that been through wrongful things. So I was really moved by that. And I'm also really excited about all the medical applications that we can have with data. >> Yeah, yeah. It's true that data science is so diverse in terms of what fields it can cover but it's equally important to have diverse teams and have like equity and inclusion in your teams. Where is Intuit at promoting women, non-binary minorities in your teams to progress data science? >> Yeah, so I have so much to say on this. >> Good. >> But in my work in Tel Aviv, I had the opportunity to start with Intuit women in data science branch in Tel Aviv. So that's why I'm super excited to be here today for that because basically this is the original conference, but as you know, there are branches all over the world and I got the opportunity to lead the Tel Aviv branch with Israel since 2018. And we've been through already this year it's going to be it's next week, it's going to be the sixth conference. And every year our number of submission to make talk in the conference doubled itself. >> Nice. >> We started with 20 submission, then 50, then 100. This year we have over 200 submissions of females to give talk at the conference. >> Ah, that's fantastic. >> And beyond the fact that there's so much traction, I also feel the great impact it has on the community in Israel because one of the reason we started WiDS was that when I was going to conferences I was seeing so little women on stage in all the technical conferences. You know, kind of the reason why I guess you know, Margaret and team started the WiDS conference. So I saw the same thing in Israel and I was always frustrated. I was organizing PyData Meetups as you mentioned and I was always having such a hard time to get female speakers to talk. I was trying to role model, but that's not enough, you know. We need more. So once we started WiDS and people saw you know, so many examples on the stage and also you know females got opportunity to talk in a place for that. Then it also started spreading and you can see more and more female speakers across other conferences, which are not women in data science. So I think just the fact that Intuits started this conference back in Israel and also in Bangalore and also the support Intuit does for WiDS in Stanford here, it shows how much WiDS values are aligned with our values. Yeah, and I think that to chauffeur that I think we have over 35% females in the data science and machine learning engineering roles, which is pretty amazing I think compared to the industry. >> Way above average. Yeah, absolutely. I was just, we've been talking about some of the AnitaB.org stats from 2022 showing that 'cause usually if we look at the industry to you point, over the last, I don't know, probably five, 10 years we're seeing the number of female technologists around like a quarter, 25% or so. 2022 data from AnitaB.org showed that that number is now 27.6%. So it's very slowly- >> It's very slowly increasing. >> Going in the right direction. >> Too slow. >> And that representation of women technologists increase at every level, except intern, which I thought was really interesting. And I wonder is there a covid relation there? >> I don't know. >> What do we need to do to start opening up the the top of the pipeline, the funnel to go downstream to find kids like you when you were younger and always interested in engineering and things like that. But the good news is that the hiring we've seen improvements, but it sounds like Intuit is way ahead of the curve there with 35% women in data science or technical roles. And what's always nice and refreshing that we've talked, Hannah about this too is seeing companies actually put action into initiatives. It's one thing for a company to say we're going to have you know, 50% females in our organization by 2030. It's a whole other ball game to actually create a strategy, execute on it, and share progress. So kudos to Intuit for what it's doing because that is more companies need to adopt that same sort of philosophy. And that's really cultural. >> Yeah. >> At an organization and culture can be hard to change, but it sounds like you guys kind of have it dialed in. >> I think we definitely do. That's why I really like working and Intuit. And I think that a lot of it is with the role modeling, diversity and inclusion, and by having women leaders. When you see a woman in leadership position, as a woman it makes you want to come work at this place. And as an evidence, when I build the team I started in Israel at Intuit, I have over 50% women in my team. >> Nice. >> Yeah, because when you have a woman in the interviewers panel, it's much easier, it's more inclusive. That's why we always try to have at least you know, one woman and also other minorities represented in our interviews panel. Yeah, and I think that in general it's very important as a leader to kind of know your own biases and trying to have defined standard and rubrics in how you evaluate people to avoid for those biases. So all of that inclusiveness and leadership really helps to get more diversity in your teams. >> It's critical. That thought diversity is so critical, especially if we talk about AI and we're almost out of time, I just wanted to bring up, you brought up a great point about the diversity and equity. With respect to data science and AI, we know in AI there's biases in data. We need to have more inclusivity, more representation to help start shifting that so the biases start to be dialed down and I think a conference like WiDS and it sounds like someone like you and what you've already done so far in the work that you're doing having so many females raise their hands to want to do talks at events is a good situation. It's a good scenario and hopefully it will continue to move the needle on the percentage of females in technical roles. So we thank you Shir for your time sharing with us your story, what you're doing, how Intuit and WiDS are working together. It sounds like there's great alignment there and I think we're at the tip of the iceberg with what we can do with data science and inclusion and equity. So we appreciate all of your insights and your time. >> Thank you very much. >> All right. >> I enjoyed very, very much >> Good. We hope, we aim to please. Thank you for our guests and for Hannah Freitag. This is Lisa Martin coming to you live from Stanford University. This is our coverage of the eighth Annual Women in Data Science Conference. Stick around, next guest will be here in just a minute.

>>Good afternoon friends, and welcome back to Supercomputing. We're live here at the Cube in Dallas. I'm joined by my co-host, David. My name is Savannah Peterson and our a fabulous guest. I feel like this is almost his show to a degree, given his role at Dell. He is the Vice President of HPC over at Dell. Raja Phan, thank you so much for being on the show with us. How you doing? >>Thank you guys. I'm doing okay. Good to be back in person. This is a great show. It's really filled in nicely today and, and you know, a lot of great stuff happening. >>It's great to be around all of our fellow hardware nerds. The Dell portfolio grew by three products. It it did, I believe. Can you give us a bit of an intro on >>That? Sure. Well, yesterday afternoon and yesterday evening, we had a series of events that announced our new AI portfolio, artificial intelligence portfolio, you know, which will really help scale where I think the world is going in the future with, with the creation of, of all this data and what we can do with it. So yeah, it was an exciting day for us. Yesterday we had a, a session over in a ballroom where we did a product announce and then in the evening had an unveil in our booth here at the SUPERCOMPUTE conference, which was pretty eventful cupcakes, you know, champagne drinks and, and most importantly, Yeah, I know. Good time. Did >>You get the invite? >>No, I, most importantly, some really cool new servers for our customers. >>Well, tell us about them. Yeah, so what's, what's new? What's in the news? >>Well, you know, as you think about artificial intelligence and what customers are, are needing to do and the way artificial intelligence is gonna change how, you know, frankly, the world works. We have now developed and designed new purpose-built hardware, new purpose-built servers for a variety of AI and artificial intelligence needs. We launched our first eight way, you know, Invidia H 100 a a 100 s XM product. Yesterday we launched a four u four way H 100 product yesterday and a two u fully liquid cooled intel data center, Max GPU server yesterday as well. So, you know, a full range of portfolio for a variety of customer needs, depending on their use cases, what they're trying to do, their infrastructure, we're able to now provide, you know, servers to and hardware that help, you know, meet those needs in those use cases. >>So I wanna double click, you just said something interesting, water cooled. >>Yeah. So >>Where does, at what point do you need to move in the direction of water cooling and, you know, I know you mentioned, you know, GPU centric, but, but, but talk about that, that balance between, you know, a density and what you can achieve with the power that's going into the system. Well, you system, >>It all depends on what the customers are trying to accommodate, right? I, I think that there's a dichotomy that's existing now between customers who have already or are planning liquid cooled infrastructures and power distribution to the rack. So you take those two together and if you have the power distribution to the rack, you wanna take advantage of the density to take advantage of the density you need to be able to cool the servers and therefore liquid cooling comes into play. Now you have other customers that either don't have the power to the rack or aren't ready for liquid cooling, and at that point, you know, they're not gonna want to take advantage. They can't take advantage of the density. So there's this dichotomy in products, and that's why we've got our XE 96 40, which is in two U dense liquid cooled, but we also have our XE 86 40, which is a four U air cold, right? Or liquid assisted air cold, right? So depending on where you are on your journey, whether it's power infrastructure, liquid cooling, infrastructure, we've got the right solution for you that, you know, meets your needs. You don't have to take advantage of the density, the expense of liquid cooling, unless you're ready to do that. Otherwise we've got this other option for you. And so that's really what dichotomy is beginning to exist in our customers infrastructures today. >>I was curious about that. So do you see, is there a category or a vertical that is more in the liquid cooling zone because that's a priority in terms of the density or >>Yeah, yeah. I mean, you've got your, your large HTC installations, right? Your large clusters that not only have the power have, you know, the liquid cooling density that they've built in, you've got, you know, federal government installations, you've got financial tech installations, you've got colos that are built for sustainability and density and space that, that can also take advantage of it. Then you've got others that are, you know, more enterprises, more in the mainstream of what they do, where, you know, they're not ready for that. So it just, it just depends on the scale of the customer that we're talking about and what they're trying to do and, and where they're, and where they're doing it. >>So we hear, you know, we hear at Supercomputing conference and HPC is sort of the kind of trailing mini version of supercomputing in a way where maybe you have someone who they don't need 2 million CPU cores, but maybe they need a hundred thousand CPU cores. So it's all a matter of scale. What is, can you identify kind of an HPC sweet spot right now as, as Dell customers are adopting the kinds of things that you just just announced? >>You know, I think >>How big are these clusters at this >>Point? Well, let, let me, let me hit something else first. Yeah, I think people talk about HPC as, as something really specific and what we're seeing now with the, you know, vast amount of data creation, the need for computational analytics, the need for artificial intelligence, the HPC is kind of morphing right into, into, you know, more and more general customer use cases. And so where before you used to think about HPC is research and academics and computational dynamics. Now, you know, there's a significant Venn diagram overlap with just regular artificial intelligence, right? And, and so that is beginning to change the nature of how we think about hpc. You think about the vast data that's being created. You've got data driven HPC where you're running computational analytics on this data that's giving you insights or outcomes or information. It's not just, Hey, I'm running, you know, physics calculations or astronomical how, you know, calculations. It is now expanding in a variety of ways where it's democratizing into, you know, customers who wouldn't actually talk about themselves as HVC customers. And when you meet with them, it's like, well, yeah, but your compute needs are actually looking like HPC customers. So let's talk to you about these products. Let's talk to you about these solutions, whether it's software solutions, hardware solutions, or even purpose-built hardware. Like we're, like we talked about that now becomes the new norm. >>Customer feedback and community engagement is big for you. I know this portfolio of products that was developed based on customer feedback, correct? Yep. >>So everything we do at Dell is customer driven, right? We want to be, we want to drive, you know, customer driven innovation, customer driven value to meet our customer's needs. So yeah, we spent a while, right, researching these products, researching these needs, understanding is this one product? Is it two products? Is it three products? Talking to our partners, right? Driving our own innovation in IP and then where they're going with their roadmaps to be able to deliver kind of a harmonized solution to customers. So yeah, it was a good amount of customer engagement. I know I was on the road quite a bit talking to customers, you know, one of our products was, you know, we almost named after one of our customers, right? I'm like, Hey, this, we've talked about this. This is what you said you wanted. Now he, he was representative of a group of customers and we validated that with other customers and it's also a way of me making sure he buys it. But great, great. Yeah, >>Sharing sales there, >>That was good. But you know, it's heavily customer driven and that's where understanding those use cases and where they fit drove the various products. And, you know, in terms of, in terms of capability, in terms of size, in terms of liquid versus air cooling, in terms of things like number of P C I E lanes, right? What the networking infrastructure was gonna look like. All customer driven, all designed to meet where customers are going in their artificial intelligence journey, in their AI journey. >>It feels really collaborative. I mean, you've got both the intel and the Nvidia GPU on your new product. There's a lot of CoLab between academics and the private sector. What has you most excited today about supercomputing? >>What it's going to enable? If you think about what artificial intelligence is gonna enable, it's gonna enable faster medical research, right? Genomics the next pandemic. Hopefully not anytime soon. We'll be able to diagnose, we'll be able to track it so much faster through artificial intelligence, right? That the data that was created in this last one is gonna be an amazing source of research to, to go address stuff like that in the future and get to the heart of the problem faster. If you think about a manufacturing and, and process improvement, you can now simulate your entire manufacturing process. You don't have to run physical pilots, right? You can simulate it all, get 90% of the way there, which means your, your either factory process will get reinvented factor faster, or a new factory can get up and running faster. Think about retail, how retail products are laid out. >>You can use media analytics to track how customers go through the store, what they're buying. You can lay things out differently. You're not gonna have in the future people going, you know, to test cell phone reception. Can you hear me now? Can you hear me? Now you can simulate where customers are patterns to ensure that the 5G infrastructure is set up, you know, to the maximum advantage. All of that through digital simulation, through digital twins, through media analytics, through natural language processing. Customer experience is gonna be better, communication's gonna be better. All of this stuff with, you know, using this data, training it, and then applying it is probably what excites me the most about super computing and, and really compute in the future. >>So on the hardware front, kind of digging down below the, the covers, you know, the surface a little more, Dell has been well known for democratizing things in it, making them available to, at a variety of levels. Never a one size fits all right? Company, these latest announcements would be fair to say. They represent sort of the tip of the spear in terms of high performance. What about, what about rpc regular performance computing? Where's, where's the overlap? Cause you know, we're in this season where we've got AMD and Intel leapfrogging one another, new bus architectures. The, the, you know, the, the connectivity that's plugged into these things are getting faster and faster and faster. So from a Dell perspective, where does my term rpc regular performance computing and, and HPC begin? Are you seeing people build stuff on kind of general purpose clusters also? >>Well, sure, I mean, you can run a, a good amount of artificial acceleration on, you know, high core count CPUs without acceleration, and you can do it with P C I E accelerators and then, then you can do it with some of the, the, the very specific high performance accelerators like that, the intel, you know, data center, Max GPUs or NVIDIAs a 100 or H 100. So there are these scale up opportunities. I mean, if you think about, >>You know, >>Our mission to democratize compute, not just hpc, but general compute is about making it easier for customers to implement, to get the value out of what they're trying to do. So we focus on that with, you know, reference designs or validated designs that take out a good amount of time that customers would have to do it on their own, right? We can cut by six to 12 months the ability for customers in, in, I'm gonna use an HPC example and then I'll come back to your, your regular performance compute by us doing the work us, you know, setting, you know, determining the configuration, determining the software packages, testing it, tuning it so that by the time it gets to the customer, they get to take advantage of the expertise of Dell Engineers Dell Scale and they are ready to go in a much faster point of view. >>The challenge with AI is, and you talk to customers, is they all know what it can lead to and the benefits of it. Sometimes they just dunno how to start. We are trying to make it easier for customers to start, whether it is using regular RPC or you know, non optimized, non specialized compute, or as you move up the value stack into compute capability, our goal is to make it easier for customers to start to get on their journey and to get to what they're trying to do faster. So where do I see, you know, regular performance compute, you know, it's, it's, you know, they go hand in hand, right? As you think about what customers are trying to do. And I think a lot of customers, like we talked about, don't actually think about what they're trying to do as high performance computing. They don't think of themselves as one of those specialized institutions as their hpc, but they're on this glide path to greater and greater compute needs and greater and greater compute attributes that that merge kind of regular performance computing and high performance computing to where it's hard to really draw the line, especially when you get to data driven HPC data's everywhere >>And so much data. And it sounds like a lot people are very early in this journey. From our conversation with Travis, I mean five AI programs per very large company or less at this point for 75% of customers, that's pretty wild. I mean you're, you're an educational coach, you're teachers, you're innovating on the hardware front, you're doing everything at Dell. Last question for you. You've been at 24 years, >>25 in this coming march. >>What has a company like that done to retain talent like you for more than two and a half decades? >>You know, for me and I, I, and I'd like to say I had an atypical journey, but I don't think I have right there, there has always been opportunity for me, right? You know, I started off as a quality engineer. A couple years later I'm living in Singapore running or you know, running services for Enterprise and apj. I come back couple years in Austin, then I'm in our Bangalore development center helping set that up. Then I come back, then I'm in our Taiwan development center helping with some of the work out there. And then I come back. There has always been the next opportunity before I could even think about am I ready for the next opportunity? Oh. And so for me, why would I leave? Right? Why would I do anything different given that there's always been the next opportunity? The other thing is jobs are what you make of it and Dell embraces that. So if there's something that needs to be done or there was an opportunity, or even in the case of our AI ML portfolio, we saw an opportunity, we reviewed it, we talked about it, and then we went all in. So that innovation, that opportunity, and then most of all the people at Dell, right? I can't ask to work with a better set of set of folks from from the top on down. >>That's fantastic. Yeah. So it's culture. >>It is culture B really, at the end of the day, it is culture. >>That's fantastic. Raja, thank you so much for being here with us. >>Thank you guys, the >>Show. >>Really appreciate it. >>Questions? Yeah, this was such a pleasure. And thank you for tuning into the Cube Live from Dallas here at Supercomputing. My name is Savannah Peterson, and we'll see y'all in just a little bit.

>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to the cube. Lisa Martin and Dave ante here covering day one of HPE discover 22 live from Las Vegas. We've been having some great conversations today. So far. We've got three full days coming at you. This is close to the end of day one. We're gonna have an interesting conversation next with a may the executive vice president and chief people officer at HPE. Alan. Welcome to the cube. >>Thanks Lisa. Great to be here. Thanks Dave. >>It's great to be back in person. The keynote this morning, standing room, only people are ready. People are ready to be back to hear what HPE has been doing the last couple of years since the last conference, but I've heard you and Antonio talk about the human side of change. It's challenging humans. Humans are uncomfortable with change, right? Unfortunately we are, but it is a big challenge. How, what are some of the things that you're seeing as organizations are really looking and have to transform digitally? They gotta bring the humans along >>Well. You know, our folks as anybody is just bombarded with data these days bombarded with issues and, and it's really down to share of mind when it comes down to it. If, if you're asking someone to change first, you gotta break through the clutter. There's so many things going on in their world and in their life as individuals. But to me, the foundation is you really have to define what is the mission and purpose of the organization, and then make sure that individual feels safe and comfortable participating at work. I know those sound like soft things, but at the end of the day, you're not gonna have the gumption or the desire to change unless you care about something bigger than yourself and that you feel safe bringing your authentic self to work. >>So you have to be kind of, yeah. Have to be good at sales, I guess, because you have to sell the mission. Well, what do you do if somebody's not comfortable? If they, how do you get them to align? I mean, you, you, it's always a challenge. And that's like, I think what makes the people side of the equation so hard? What's your sort of secret sauce there? >>Well, I wouldn't say it's secret sauce, but you know, we define our mission is improving the way people work and live. Now that sounds so general. But the good thing about that is I think about every one of our 60,000 associates around the world can write theirselves into that mission. Sign >>Up >>For that. Yeah. It's not so specific that you think am I opting in, I am opting out. The other piece is you've gotta give employee voice. You have to give your team members an opportunity, not just to, you know, follow blindly, whatever you're saying, you don't want that. You actually want them to challenge it. You want 'em to say, Hey, what does that really mean, Alan? What does that mean, Antonio? When you say we're improving the way, you know, people work and live, what does it mean when we say commit and go or force for good, these are not just pithy phrases. They're ways to engage dialogue. That's how you get people to think and to create and innovate and to change >>And creating that employee experience and changing that and, and transforming that as obviously the world change, especially the last couple of years, but the employee experience and what they think. And are they, are we part of the vision? Are we, part of the mission is directly relates to the customer experience. Those two things to me are inextricably linked well >>In, in our company, it's all about innovation, but not innovation just for the sake of designing things, but to meet customer needs. So you've actually gotta inculcate in your workforce. A couple of things. One obviously is that freedom to be creative, but the other piece is actually actively listening to our customers and recognizing and understanding what they need and how we can satisfy those needs. When you can bring both of those things together, I tell you, you can do all kinds of things with your workforce. >>So, I mean, I'm hearing you obviously look for common ground, but sometimes there's, there's the dissonance, right? The, you know, creating that great human condition might not necessarily be advantageous for short-term profits. You're a public company. So, so how what's that discussion like, and, and, and I presume there's gotta be a long-term vision, but still how, how do you handle those types of >>Things? Well, that, that's what I call dynamic tension. Good, great organizations, encourage dynamic tension. They don't simply ask people to blindly adhere to whatever they're saying. They actually ask their employees to think and to create and to debate and to argue respectfully, of course, that's how you really get to that virtuous circle of innovation and people moving forward. Now, look, I, I'm not naive. We don't have 60,000 team members totally aligned on every point every day. But I think we've got the vast majority knowing ultimately where we're going. And frankly, some of the fun is figuring out how to get there. And that means that you've gotta have those open discussions to get there. >>Well, you talk about dynamic tension and at the first sort of thought of it, it sounds like it can be a challenging thing, but it also sounds like it can really be an accelerant to the culture and the ability for the company to move forward and obviously meet those customer demands. >>Well, if you're defining what's new in the world, that's the only way you get there because nobody has, you know, basically a lock on innovation or what's the best next thing. When you have the power of bringing a diverse set of individuals together and really create forms for them to explore debate, argue, as I mentioned, that's where you really move forward. >>How do you think about how, how, how has your thinking changed? The company's thinking changed post pandemic with regard to hybrid work, you have something Elon Musk, you gotta come to work at least 40 hours, or you're gone. We, we, we heard someone on wall street have similar things, say similar things and others have said, Hey, we have no headquarters anymore. You know, we're moving to, you know, someplace remote what's H HP's point of view on >>That. Well, thanks for that question in particular. And Dave, what you outlined is we seem to have a world of two extremes out there. Yeah. Where either companies say it's back to the old days pre COVID and you're not working unless I see the sweat on your brow and you're there at eight o'clock on Monday morning, then we have other companies say, Hey, it doesn't matter. Mail it in wherever you are around the world. You know, we're in between that, we think it's important that people do get together face to face. And in fact, we've asked our team members to come back a couple of three days a week in the office, but to do it in a purposeful, thoughtful way, it doesn't mean just coming in, swiping your bad shame that you were there. It means coming in to collaborate, to meet with customers, to celebrate, to innovate, to work with groups. >>So what we're trying to do now is orchestrate those moments that matter for our team members, for a reason, for them to be together. Now, there's no reason for them to come in the office. If they're on zoom or team meetings all day, we know that. But the fact is we believe that our culture thrives when people get together at least a bit during the week. So we're looking for that happy medium. I can't say we've got it all figured out, but I can tell you right now, we're not on those two extremes. We're absolutely center the plate. >>So you encouraged that. That was a great description. If somebody says, Hey, but I, I really want to go move to Bozeman, you know, and hang out there and I'll work remote and I'll, I'll be productive. You, you enable that as well. Or would you discourage that? Yeah. We've >>Hired people all over the world and we actually have people based upon their job classified. If they're so-called hybrid employees, the, the, the situation I mentioned, which is you're not required to come to the office, but we encourage it. In some cases we do have telecomm commuters. If they have the kind of job where they can work from Bozeman or from Bangalore or from any place else, we're open to that as well. Cuz we don't wanna rule out that talent. But the vast majority of our folks, we'd like to be pretty close to one of our centers of excellence to one of our offices, to one of our locations because that fuels our customers, our, our culture, and really it creates community. Now I can't predict the future, but frankly, a lot of the issues that we've seen through a, the, the pandemic around mental health, around isolation, around increased stress, those are not all gonna go away because people are getting back together. But I do think that the pandemic accelerated and exacerbated, some of those conditions, people do want to be together and we're gonna make that happen. >>I, I can't predict the future, but I often try and I, I predict, I think the hybrid model, it will be the dominant model going forward. And I think that that, that smart organizations will put incentives in place to get people together. Not, oh, you won't get promoted. No, but you're gonna, you're gonna actually enjoy getting together periodically with, with your teammates and we're gonna support you, you know, wherever you want to live. >>Yeah. >>What are some of the key skill sets these days that HPE is looking for to attract these folks in an increasingly digital world? What are some of those things you say ABC gotta have it. >>Well, interesting. You ask that. Get asked that question a lot. And people expect me to say, they gotta know C plus plus they've gotta, you know, know all the latest on AI. They gotta be a mathematical wizard to do all kinds of things that we do in algorithms. You know, it's not, it's not those factors. It's the behavioral factors. We're looking for people. First of all, that have intellectual curiosity. They thrive to learn. They thrive to innovate. They don't want to just do a job. They want to come in and they want to create something big. So I think that's first and foremost, the second one is we look for people that have some resiliency have they had in their experience broadly in life ever had to deal with stress with resistance, with, you know, uncomfortable situations. Not because that's our work environment, but because that's the world, the world is an actively changing one. >>And we need people who have got that resilience and that intellectual curiosity to kind of move forward. And then last but not least. And this goes back to our founder DNA. I, I talk about this a lot. Our founders, bill and Dave talked a lot about basic things, respect for one another collaboration, teamwork. That's our culture. Now that's not the culture that a lot of other firms have out there. And in some companies they have maybe a harder edge, but those are the things that really propel our organization. Those are the things our customers appreciate the most. >>What's your point of view on the, the so-called great resignation? Is it a sort of a media created dynamic? Is it something that is maybe a, a somewhat of a knee jerk reaction in the post isolation economy? How do you think about that? >>You know, I, it's real obviously, and, and we've seen some uptick in our, our turnover, although I'm happy to say our turnovers a half to a third of what our competitors are. So we, we seem to have been able to retain our folks pretty well. But I do think that coming out of the pandemic was a, an inflection point. For many people. It was such a searing experience in so many ways. It caused people to really reflect and say, do I want to do something different now? That's great. But I'd like to have them do something different in HPE, if they're one of our employees. So what we're focusing on is gigs. What's your next opportunity to learn something new, do something new, move to a different area. You know, we used to call it career development. Those days are gone of just job ladders and wait for the next job and wait for the next promotion. It's all about how can you give someone a new opportunity and challenge them. And when you're able to do that, I think you can create a real positive dynamic that results in greater retention. But I do think the great resurrection it's real, it's gonna persist one other data point. Well, before COVID supply and demand, I'm an economist, not a psychologist. And at the end of the day, we have fewer and fewer people available to do the kinds of work that we're trying to hire. So those two factors together do create some, some turnover. >>You know, what's interesting is certainly pre pandemic. The prediction was that machines were gonna replace humans, which has always happened, but for the first time ever, it's in cognitive functions. And there's a lot of concern in the press about, you know, the impact on, on jobs and employment seems like the reverses happened, which is often the way, but, but, but longer term, what's your point of view on, on, on that, that piece of, of the equation, people are talking about digital transformation, AI, we see robotic process automation. Initially, a lot of employees are really concerned. Whoa, they're gonna replace my job. We've certainly seen that. And you know, if you were, you see kiosks at the airport, people used to actually put up, you know, billboards and with, with the glue and paper and you know, those jobs are gone, but now other jobs are, are, are at risk. How do you think about that? What, what should companies like HPE and society do to help people get to the point where they can thrive in that environment? >>Yeah. Look, I, it, it's an observation that, that I could say based upon my career, I've seen for many, many years, I can remember back manufacturing when at least from a us perspective, many of those manufacturing firms were shedding jobs because of automation. And there are short term disruptions and those are real. Those are human. And we do have to help people through those. Now I think one obligation an employer has, is let's start with our own folks. Let's make sure we retrain them. Let's make sure we expose them to the latest skills. Let's give them an opportunity to grow and develop. So I think if we do those things, we can help people through those transitions over the long haul. I'm actually very optimistic. I believe that over time, people self-select, these things don't happen overnight. I'll give you one tiny little anecdote before the pandemic. All of this world about autonomous vehicles can eliminate truck drivers. Well, you know, back in the day I actually drove a truck and it's not just driving. You've gotta interact with somebody in a dock door. You've gotta do all kinds of other tasks that can't be automated. And so things will happen over time, but I don't think we're gonna see this massive social disruption people were worried about. There is an incumbent responsibility on firms to train their own people and to keep them up to speed. And that's something we're deeply committed to at HPE >>Is information technology, employment, a parallel. I mean, everybody thought the cloud was gonna destroy the it, you know, worker that didn't happen. They just sort of changed their skillset. They became, you know, cloud experts or cloud architects. Is there a parallel there? >>Yeah, I think there's absolutely a parallel. And while probably the, the rate of change is quicker in, in some tech industries than perhaps others. All we're doing is creating new markets and new opportunities. And ultimately the lack of, of skill that we have, the lack of talent in the external marketplace is gonna mean that it's still very much an opportunity for people to learn, grow, develop, and be employed. >>Do you think that's, it's a matter of, of, of awareness on people not really understanding that whether it's still fear? >>Well, I, I think there may be some of that, but again, I, I, I do think from a, a broader social perspective, there's probably some things that in the public policy we can do to improve education and training, particularly for new entrants and make sure they're learning the skills for tomorrow's jobs and not just today's, but can I'm optimistic. And I actually think most responsible companies get this. And if you talk to their CEOs, the top tier or three issues that they have include access to talent. So why don't we recycle repurpose and reuse to use the sustainability phrase instead of throwing people outta work that have all kinds of intellectual property and capability to be very productive. And that's what we do at HPE. >>And that curiosity, that's something that you can't teach, right? Exactly. Have it, or >>You don't. Exactly. >>So last question, in terms of, of looking at culture corporate culture, as a, as an accelerant, as a catalyst of digital transformation, how do you advise leadership teams? >>Well, I, we've done a fair amount of work in the last five years, defining the culture in very small frankly soundbites. And the way you make that come to life is back what I mentioned before. You have to engage people and ask them to debate it. What does it mean to say, commit and go? What does it mean to say force for good, those kind of conversations, help your culture evolve, help your culture become real and not just a bunch of words on some piece of paper or, or posters someplace. I will say from my experience, and, and particularly with a new entrance to the workforce, if you can't define your culture quickly for this next generation coming in, you're, you're, there's no way you're gonna attract that talent. And so put me on the spot. HPE is here to help people live and grow and work better, and we try to be a force for good. We focus on that and we create work that fits your life. Not the other way around. That's my elevator speech. It sounds pithy, but it's an invitation to have a deeper discussion. >>I love it. And I think this is only day one for us here, but I think that we're, we're seeing, and we're feeling that culture there's 8,000 or so HP folks, executives, partners, customers, ready to come back and innovate with each other. I think that culture is palpable, that you've created. >>Great. It's exciting. And thank you so much for being part of it. >>Thanks, Alan. Pleasure. Thanks, Alan. We appreciate your insights. Okay. For our guests. I'm Dave ante. I Lisa Martin stick around. You're watching the cube, the leader in live tech coverage, and we're gonna be back after your short break.

>>The cube presents, Dell technologies world brought to you by Dell. >>Hello. Welcome to the cube here at Dell tech world. I'm John furry host of the cube with Dave Alon here with Michael Dell, the CEO of Dell technologies cube alumni comes on every year. We have the cube here. It's been two years. Michael, welcome to the cube. Get to see you. >>Hey, John, Dave, great to be with you guys. Thanks for being here. Wonderful to be back here in Vegas with >>You. Well, great to be in person two years ago, we had the cue with the pandemic a lot's happened. We were talking end to end solutions here at Dell tech world in person two years ago, pandemic hits. Thank God you had all that supply for the, for the people having the remote remote end to work now back in person. What's it look like now with, with Dell tech end to end, the edge is important. What's the story, >>You know, edge is, is the physical world. And if you, if you step back from clouds and, you know, multi-cloud, you sort of think about what is the purpose of a cloud or a data center? Well, it's to take data out of the physical world and move it to this place, to somehow enhance it or do something with it and create business value and hopefully create better outcomes. Well, it turns out that, you know, increasingly a lot of that data is gonna stay in the physical world and all of those nodes are gonna be connected. They're gonna be intelligent and we're seeing it in manufacturing and retail and healthcare, transportation, logistics. We're seeing this rapidly intelligent edge being formed. And then of course, with the new networks, the 5g we're seeing, you know, all, all this develop. And so here on the show floor, we're showing a lot of those solutions, but our customers are, are highly engaged. And certainly we think that's a, a big, a big growth factor for the next decade. >>And it's been ING to watch the transformation of the it world and cloudification and the as service, uh, consumption model, which you guys are putting out there has been very successful, but cloud operations is more prominent now on premises and edge and cloud. So the combination of cloud on-premise and edge hardware matters more now than ever before Silicon advances, um, abstraction layers from modern cloud native applications are what people are focused on. What's the story that you cite to the CIOs saying, we're here to help you with that new architecture cloud multi-cloud on premise and edge. What's the main story for you guys with the customers? >>Well, you know, customers want to go faster, right? And they want to accelerate their transformation. And so they wanna shift more resources over to developers, to applications, to access their data, to create competitive advantage. And so we talk a lot about the value line and what are those things below the value line, where we can provide that as a service on a consumption based model and accelerate their transformation, kind of, you know, do for them what we've done inside our own business. And, you know, it's absolutely resonating. We're seeing great growth there. People continue to, to need the solutions, but as we can automate the management and deployment of infrastructure and make it super easy, it gives them a lot of cycles back. >>You know, Michael, my, the favorite part, my favorite part of your book was you were in, I think you were in his, in his home court, in his dining room at Carl Icahn's house. And you said, well, why don't you just buy the company? And then you'll do what you're doing. I I'll buy it back for cheaper. Now, thankfully, you didn't have to do that. Cuz you had an environment of low interest rates and you obviously took it into the other direction, added tremendous value, 101 billion in revenue last year, 17% revenue growth, which was out astounding. When you think about that, um, now we're entering a new chapter with VMware untethered of course you're the chairman of both companies. So how should we think about the new Dell what's next? >>Well, so look, we, we have some unbelievable core businesses, right? We have our client system business and we've all learned during these last two years, how incredibly important it is to enable and empower your workforce with the right tools in the remote and high hybrid work. And we're showing off all kinds of new innovations here. That's a huge business force continues to grow, continues to be super important. Then we have our ISG, the cloud data center, the network of the future, the edge, you know, the, the sort of epicenter of where we're embracing, consumption based business models. That's absolutely huge. Then we have these new, new businesses that we're building with telco with edge, put it all together. It's a 1.3 trillion Tam that we operate in, as you said, more than a hundred billion dollars last year. So there's plenty of room for us to continue to grow and, and expand. And you know, as we make this shift to outcomes, it's obviously more valuable for customers and that, you know, increases our opportunity, increases the, the value we can create for all our stakeholders. >>And number one, number one, share in PCs, by the way, congratulations, again, hit that milestone. All of our gamer, uh, fans in our discord want to know what's the hottest chips coming. What's the fastest machines. What, how's the monitors coming? They want faster, cheaper. What's the coolest, uh, monitors out there right now and, and machines. >>Well, uh, you know, what what's, what's amazing is the, the pace of innovation continues to improve. So whether it's in the GPU, the CPU, the, the resolution, I I'm pretty partial to our 41, uh, display 11 million pixels of fun. And look, I mean, we, we it's, it's, it's clear that people are more productive when they have large screens and all the performance is enabling photo realistic, uh, you know, uh, gaming and photo realistic, everything. And these are immersive experiences. And, you know, again, uh, what companies have figured out to bring it back to, to, to a little bit of business here, John, is that when you, uh, give people the right tools, they're more productive, they're more engaged and look, people are smart. They know what tools are available. And, you know, uh, the thing that actually is most representative of how a person thinks about the tools they have at their organization is actually the thing that's right in front of 'em. And so, you know, this ability for us to provide a pool set of solutions for organizations to keep their workforce productive, to run their applications and infrastructure securely anywhere they want. That's, that's a winning proposition. >>Michael trust was a big theme of your keynote yesterday. And when you acquired EMC and got VMware, it really changed the dynamic with regard to your ability to, into new parts of organizations. You became a much more strategic supplier. I, I would argue. And now with VMware as a separate company, do you feel like you have built up over the, you know, five or whatever years that muscle memory you kinda earn that trust. So how do you see the customer relationship with that regard to that integration that they, they loved the eco. So system competitors might not have loved it so much, but the customers really did love. In fact, the, the U S a, a gentleman yesterday kind of mentioned that, how do you see it? >>You know, customers, uh, are not as interested in the balance sheet and what you know, where different holdings are, what they, they want things to work together, right? And they want partnerships in ecosystems. And certainly, you know, with VMware, even before the combination, we had a powerful partnership. It obviously solidified in a super special way. And now we have this first and best relationship and I've remained the chairman of VMware and super excited about their future. But our ecosystem is incredibly broad. And you see that here in this show floor, and again, making things work together better and more effectively building these engineered solutions that allow people to very quickly deploy the kind of capabilities they want, whether it's, you know, snowflake now working with the on premise and the edge data and more of these, you know, multi-cloud, uh, eco of systems that are being built. It's not gonna be just one company >>You called the edge a couple years ago. You're really prominent in your, in your speeches. And your keynotes data also is a big theme. You mentioned data now, data engineering seems to be the hottest track of, of, of students graduating with data engineering skills, not data science, data engineering, large scale data as code concepts. So what's your vision now with data, how's that fitting into the solutions and the role of data, obviously data protection with cybersecurity data as code is becoming really part of that next big thing. >>Yeah. I mean, if, if you look at anything that is interesting in the world today, uh, at the center of it is data, right? Whether it's the blockchain or the defi or the AI drug discovery, or the autonomous vehicles or whatever you wanna do, there's data in, in, in the middle of that. And of course with that data, well, you've gotta manage it. You, you need compute engines, right? You need to be able to protect it, secure it. And, you know, that's kind of what we do, and we're not going to create all those solutions, but we are gonna be an enabling layer to allow that data to be accessed no matter, you know, where, where it is. And, and, and of course, you know, leading in storage continues to be a super important part of our business. Number one, larger than number two than number three, number four, combined, and, and most of number five as well, and, and growing share. And, and you saw today, the software defined innovations, allowing that, you know, data layer to exist across the edge, the colos, the OnPrem, and the public clouds >>Throughout a stat yesterday. I can't remember if it was a keynote of the analyst round table, but it was 9 million cell towers. And if I heard, right, you kinda look at those as potential data centers talk about that's >>Right. It it's actually 7 million, but, but probably will be 9 million and not, not too long, I don't have the update, but so yeah, the public clouds all together is about 600 data centers. They're about 7 million cellular base stations in the world. Every single one of those is becoming a, you know, multi access, edge compute node. And what are they putting in there? They're putting many data centers of compute and GPS and storage. And, you know, 5g is not about, uh, connecting people that was 4g and before 5g is about connecting things. And there are way more things than there are people, right? And, uh, you know, this, this, this edge is, is rapidly developing. You'll also have private 5g and you'll have, you know, again, embedded intelligence I believe is gonna be in everything this next decade is going to be about that intelligent, connected future, taking that data, turning it into useful outsides in insights and outcomes. And, you know, lots of new businesses will be existing. Businesses will be transformed and also disrupted. >>Yeah. I mean, I think that's so right on and not to pat ourselves on the back day, but we called that edge distributed computing a couple years ago on the cube. And that's, what's turning into the home with COVID you saw that become a workplace, basically compute center, these compute nodes, tying it together as we, what everyone's talking about right now. So as customers say, okay, I want to keep my operations steady, steady, and secure. How do I glue it together? How do I bring these compute node together? That seems to be the top question on, on top of people's minds. And they want it to be cloud native, which means they want it to run cloud-like and they want to connect these compute node together. That's a big discussion point. What's your view on, >>Well, you know, if you, if you sort of have a, a cloud here, a cloud there cloud everywhere, and you, you know, have lots of different Kubernetes frameworks, uh, and you've got, you know, everything is, is spread out, it's a disaster, right? And, and, and it's, it's a, it's a, it's a real challenge to manage all that. So what people are trying to do is create ruthless standardization. It's like, how do you drive cost out and get speed? It's ruthless standardization create consistent environments where you can operate the across all the different domains that, that you want. And so, uh, you know, this is what we're bringing together in, in, in the capabilities that we're delivering. >>And that chaos is great opportunity for you. Um, how are you feeling about VMware these days, new team, uh, give us the update there. >>Yeah. The team is doing well. You know, I think the tons message is resonating. You know, people want Kubernetes and, and, and container based apps, for sure. That's the main, you know, growth in, in, in, in, in new, in new workloads. Uh, but they also want it to work with what they have. Yeah. And they don't want it to be locked into one particular infrastructure. So software finding everything, making it run in all the public clouds, you know, we've had a great success with VxRail, you know, that, that absolutely continues. We have, uh, 200,000 plus nodes, 15,000 customers and growing, we have edge satellite nodes and we continue to work together in SD wan in software defined networking in VMware cloud foundation, uh, you know, expressed, uh, in, in, in all locations. >>You know, one of the things that we've been seeing with the trend towards, um, future of work, which is a big theme, here is a lot of managed services are popping up where the complexity is so ha high that customers want to manage services. Uh, and also the workforce of it's kind of changing. You got a younger generation coming in, how do you see that future of the workforce? The next level? It's not gonna be like, yesterday's it, it's gonna be distributed computing dashboard based. And then you've got these managed services, you know, need to have the training and expertise maybe to run something at scale. How do, how do you see that connecting? Cuz that seems to be another big trend people are talking about, Hey, it's complex someone manage it for me. And I want ease of views. I want the easy button in it. >>Yeah. Well we we've all been at this a while. So we can remember, you know, the beginnings of converged infrastructure and then hyperconverged, which wasn't that long go. And now we have consumption based business models. These are all along the trajectory of the easy button that you're talking about and customers really thinking about the value line, where are the things that really differentiate and add value for their business. And it's not below the value line in those infrastructure areas are creating that easy button with appliances, with consumption based models and allowing them to deploy the scarce resources. They have to the things that really drive their unique differe. And you know, if you look at our managed services flex on demand, all the sort of ancestors and predecessors of apex, those have been great businesses for us. And now with apex, we're kind of industrializing this and, and making it, you know, at scale for all >>Customers, you know, the three of us, we go back, we, we, our first interactions with you separately, we're in the nine. And then we reconnected in the 2012. I think it was Tarkin Mayer had a little breakout session with CIOs. You brought us to early on a Dell tech world in Austin. And of course it was, >>It was just Dell world. Then Dell >>Four, we had Dell tech, you and then EMC world in 2010 was our first cube. And now that's all come together here in Las Vegas. So, you know, it's been great. Uh, the three of us come together and so really appreciate that. Yeah. >>Awesome. Absolutely awesome. >>Well, you know, really appreciate you guys being here, the wonderful work you do in thank you in, you know, bringing out the, the, the stories and, and showing off and helping us show off the innovations that, you know, our team has been working on. You know, during the past year >>It's been great in conversations and, and on a personal note, it's been great to have, uh, chat with all the top people and your company. Appreciate it. Um, someone told me to ask you this question, I want to ask you, you, we've all seen waves of innovation cycles up and down. We're kind of on one. Now you're seeing an inflection point, this next gen, uh, computing and, and web three cultural shit F with workforces and distributed computing decentralization. You mentioned that DFI earlier, how do you see this wave coming? Cause we've seen cycles come and go.com. Bubble kind of looks the same as the web three NFTs and stuff. Now it seems to be Look different, but how do you see this next wave? Cuz looking back on all the other ones that you you have lived through and you rode >>Well. So, you know, the, the way I see it is is, uh, to some extent, these are like foundational layers that have to be built for the next phase to occur. And if you look at the sort of new companies that are being founded today, and we see a lot of those, you, you, you, you see'em, we invest in a bunch of 'em, you know, they're, they're not going and, and kind of redoing the old foundational layers, they're going deeply into vertical businesses and, and disrupting and adding value on top of those. And I think that's, that's really the, the point of, of technology, right? It's enabling human progress us in, in all fields, it's making us healthier. It's making us safer. It's making us more successful in everything that, that we as humans do. And so all these layers of technology are enabling further progress and I think it's absolutely gonna continue. It's all been super exciting. Yeah. You know, so far for the first several decades, but as I, as I believe it, it's, it's just a pre-game show. >>And it's clear your strategy is, is, is really building that foundation of a layer, hardening it, but making it flexible enough, anybody read your book, you're a technology, visionary. A lot of people put you in a, you know, finance bucket, but you can, you can see that you can connect the dots. And that's what you're doing with your foundation of layers. You that's where you're making the bets, isn't it? Uh, you don't can't predict the future. You've said that many times, but you can sort of see where it's going and be prepared for >>It. Well, you, you, you know, you think about any company in, in the industry or any public sector organization, right? Uh, they're, they're, they're wanting to evolve more quickly and transform more quick, more quickly. Right. And we can give them an infrastructure or set of tools, a set of capabilities to help them go faster. >>Yeah. And the other one thing in the eighties, when you started Dell and we were in college, there was no open source really then if look at the growth of open source, talk about those layers, open source, better Silicon GPS, faster, cheap >>More now and now we even have, uh, open source instruction sets for processors. So I mean the whole world's changing. It's exciting. You have people around the world working together. I mean, when you see our development teams, uh, whether they're in Israel or Ireland or Bangalore or Singapore, Hopton Austin, Silicon valley, you know, Taiwan, they're, they're all, they're all collaborating together and, you know, driving, driving innovation and, and, and our business is not that dissimilar from our customers >>Like great to have you in the queue. Great. To have a physical event. People are excited. I'm talking to people, Hey, haven't been back in Vegas in two years. Thanks for having this event. Great to see you. Thanks for coming on the cube. >>Absolutely. Thank you guys. >>Michael Dell here in the cube CEO of Dell technologies. I'm John far, Dave Volante. We'll be right back, more live coverage here at Dell tech world.

(bright upbeat music) >> Hello everyone. And we're back at AWS Re:Invent. You're watching theCUBE and we're here, day two. Actually we started Monday night and we got wall-to-wall coverage. We going all the way through Thursday, myself. I'm Dave Volante with the co-host, David Nicholson. Lisa Martin is also here. Of course, John Furrier. Partners, technologists, customers, the whole ecosystem. It's good to be back in the live event. Of course we have hybrid event as well a lot of people watching online. Anshu Sharma is here. He is the co-founder and CEO of Skyflow, new type of privacy company, really interested in this topic. Great to see you. Thanks for coming on. >> Thank you, thanks for bringing me here. >> It's timely, you know. Privacy, security, they're kind of two sides of the same coin. >> Yes. >> Why did you found Skyflow? >> Well, the idea for Skyflow really comes from my background in some ways. I spent my first nine years at Oracle, six years at Salesforce. And whether we were building databases or CRM products, customers would come to us and say, "Hey, you know, I have this very different type of data. It's things like social security numbers, frequent flyer card numbers, card numbers. You know, can you secure it better? Can you help me manage things like GDPR?" And to be honest, there was never a clear answer. There's a lot of technology solutions out there that do one thing at a time, you can walk around the booths here, there's like a hundred companies. And if you use all those hundred things correctly, maybe you could go tell your board that maybe a social security number is not going to be lost anymore. And I was like, "You know, we've simplified everything else. Why is it so hard to protect my social security number? It should be easy. It should be as easy as using Stripe or Twilio." And this idea just never went away and kept coming back till a few years ago, we learned about the Facebook privacy challenges, the Equifax challenges. And I was like, boy, it's the time. It's time to go do it now. >> You started the company in 2019. Right? >> Yes. >> I mean, your timing was pretty good, right? So what are the big sort of Uber trends that you're seeing? Obviously GDPR, the California Consumer Privacy Act. I heard this morning. Did you hear this? That like, if you post a picture on social media now without somebody's permission, you're now violating their privacy. It's like, you can see the smiles on Anshu's face. >> Its like every week, we're like every week, there's a new story that could be like, well, Skyflow. The new story is the question, the answer is Skyflow. But honestly I think what's happened is, the issue is put very simple. You know all we're trying to do is protect people's social security numbers, phone numbers, credit card numbers, things we hold dear. At the same time, it's complex. Like what does it mean to protect your social security number let's say? Does that mean I don't get to use it for filing your taxes? Well, I need your credit card number to process a payment. And we were like, this is just too complicated. Why, how do companies like Apple do it? How do companies like Netflix manage not have as many breaches as my hotel that barely has any data. And the answer is those companies actually have evolved to a completely different architecture, the zero trust data architecture. And that was our inspiration for starting this company. >> Yeah. I mean. How many times have you been asked to give your social security number? And you're like, why? why do you want it? What are you going to do with it? How do you protect it? And they go, "I don't know." >> You know, what's even, my favorite is like, you give your social security number to say TurboTax, how many days of the year do they need to use it? One. How many days of the year do they have it? And the thing is, it's a liability for those CTOs too. >> Yeah right. >> The CTO of Walgreens, the CTO of Intuit. They don't really want that social security number just so they can process your card once a year, or your social security number once a year. It's almost like we're forcing them to hold onto data. And then they have to bear the burden of having these stories. Like, you know, everybody wants to prevent a New York Times story that says, what Robin Hood had a breach, Twitter had a breach. >> So walk us through how Skyflow would address something like that. So take the, you know, take the make a generic version of TurboTax, social security members. There they are right now, they're sitting in a database somewhere. Hopefully there's some security wrapped around it in some way or another. What would you advise a customer like that to do? And what are you actually doing for them? >> So, look, it's very simple. You are not going to put your username passwords in a generic database. You're going to use something like OD Zero or Octa to do it. We're living in a world where we have polyglot data stores. Like there's a key value store. There's a time series database. There is a search database like Elastic. There's a log database like Splunk. But PII data, Somehow we think just fine. If it's in a hundred places and our answer is that we should do the same thing that companies like Apple, Netflix, Google, everybody, does. They take this data. They completely isolate it from the databases. And it gets stored in a custom data store in our case, that would be Skyflow. And essentially we'd give you encrypted tokens back and you can use these encrypted tokens that look like fake social security number. It's called a Format Preserving Encryption. So if you think about all the breakthroughs we've had in homomorphic encryption, on secure elements, like the way your phone works, the credit card number is stored in a secure element. So it's the same idea. There's a secure part of your data stack, which is Skyflow. That basically keeps the data always protected. And because we can compute and search on encrypted data, this is important, everybody can encrypt data at rest. Skyflow is the first company that's come out and said, "Look, you can keep your phone number and social security number, encrypted while I can run an aggregation query." So I can tell you what's the balance of your customer's account balance. And i can run that query without decrypting, a single row of data. The only other company I know that can do that internally is a certain Cupertino based company. >> So think about it. Anybody can walk something up to a certain degree, but allowing frictionless access at the same time. >> While it's encrypted. So how do you make that? Are you, is a strategy to make that a horizontal service? That I can put into my data protection service or my E-commerce service or whatever. >> It's a cloud-based service that runs on AWS and other clouds. We basically given instance just like, you'll get an instance of a post-grad store or you get an API handled to OD Zero. You basically instantiate Skyflow of what gets created. It can be in your AWS environment, dedicated VPC. So it's private to you and then you have a handle and then basically you just start using it. >> So how, how do you, what's the secret sauce? How do you do that? >> The secret source. Well, now that we filed the patents on it, I can reveal the secret sauce. So the holy grail of encryption right now, if you go talk to people at a leading company, is there's something called Fully Homomorphic Encryption. That's fundamentally the foundation on which things like Bitcoin are built actually. But the hard part about Fully Homomorphic Encryption is it works. You can actually do mathematical computations on it without decrypting the data, but it's about a million times slower. >> Yes slower, right. >> So nobody uses it. My insight was that we don't need to do multiplications and additions on phone numbers. You never take my phone number and divide by your social security number. (Dave laughing) These numbers are not numbers, they are data structures. So our insight was if you treat them as specialized data structures, we're all talking about basically about 80 different types of data across the globe. Every human being has an ID, date of birth, height, color of eyes. There's not that many fields. What we can do then is create specialized encryption schemes for each data type. We call this polymorphic data encryption. Poly means multiple. As a result of that, we can actually store the data encrypted and build indexes on it. Since we can index interpret data, it's kind of like, imagine you can run real-time queries on data that's encrypted. Every other data store, When you encrypt the data, it becomes invisible to database. And that's why we had to build this as a full stacked service. Just like the Snowflake guys had to start with the foundation of storage, rethink indexing, and build Snowflake. We did the same thing, except we built it for encrypted indexes Whereas they built it for encrypted, for regular data stores. >> So thinking, if you think about today's tech stack, it's evolving, right? The data protection and security are coming together. Where does this fit? Is it sort of now becoming a fundamental part of the-- >> We think every leading company, whether you're building a new brokerage application or you are the largest bank in the world, and we're talking to some of them right now. They're all going to have an internal service called a PII wall. This wall just like Apple and Google have their own internal walls. You're going to have a wall service in your service oriented architecture, essentially. And it's going to basically be the API. Every other application and database in your company is not going to store my social security number. The SSNs don't belong in 600 databases at a leading bank. They don't belong inside your customer support system. Think about what happened with Robinhood two weeks ago, right? Someone tricked one call center guy into giving the keys up, which is fine happens. But why did the call center guy have access to like a million email addresses? He's never used going to use that. So we think if you isolate the PII, every leading company is going to end up with a PII Wall, as part of their core architecture. Just like today, we have an Alt API, you have a Search API, you have a Logging API, you're going to have a PII API. And that's going to be part of your modern data stack. >> So okay. So this is definitely not a bolt on, right? It's going to be a fundamental company, just like security is, just like backup is. It's now, you got to have it. It's-- >> Yes. I mean, if you think about it, it just logically makes sense. Like you should be isolating this data. You don't keep your money and gold around at home. You put it either in a locker or a bank. I think the same applies for PII. We just haven't done it because companies would pay off a fine for $10,000 or a million dollars. And. >> Yeah. So you've recently raised $45 million to expand your efforts. Obviously that means that people are looking at this and saying there's opportunity, right? What does that look like when you think of growth, where during your go to market strategy at first you're convincing people that it's a good idea to do it. Do you think or hope for, hope one day that there's an inflection point where it's not that people are thinking, you know, let's do this because it's a good idea, but people are like, I have to do this because if I don't, it's irresponsible and I'm going to be penalized for not having it. It becomes something that isn't really a choice. It's something where you just do it. >> So, you know, when we were starting the company, we didn't even have a word to explain what we were trying to do. We would say things like what if there was a cloud service for XYZ. And, but over the last one year, I don't want to take credit for creating this market, but this market has been created in the last year and a half. And you know, we get tons of people, including some of the largest institutions emailing us, saying, "I'm looking to build a PII wall, API service inside my company. Can you tell me why your product meets that need?" And I thought that would take us three to five years to get there. And, you know, we've ended up creating a category, basically just like other companies have. And I think, you know, you don't get, I believe in market permission. You don't get to create a category. The market gives somebody the permission to create a category. Saying, "Look, this makes sense. Something like this should emerge." And if you're there at the right time, like you said. >> Yep. >> You get to take the opportunity. >> So where are you at as a company say for some, some capital is great. When do you scale? >> We're scaling now? So we just doubled our headcount in the last nine to 10 months. We're now 75 people. We think we'll be about 150 to 200 people in the next year. We are hiring across all regions. We just hired a head of Asia pack from segment.com. We just hired our first, you know, lead on international expansion. And in the US, we have an office in Palo Alto. We have an office in Bangalore. We just announced a data residency solution for Europe, data residency solution for India and emerging markets. Because data residency is another one of those things that's just emerging right now. And irrespective of whether you believe in security and privacy. Data residency is one of those things that you are mandated to implement. >> And where are you hiring? Is it combination to go to market? Tell me about your go to market. >> The go to market. We are direct sales organization, but we work with partners. So we haven't announced some of these partnerships, but you're working with some of the companies here who either are large database companies, large security companies. We think there is a win-win relationship between us and some of the partner. >> You're a partner model, partner channel model. >> So, direct sales but partner assisted. >> Yeah. Right. All right. We got to go. Hey, awesome story. Congratulations. Best of luck. >> Very interesting. >> Love to have you back and track the progress. >> Thank you, thank you so much. >> Okay. Thank you for watching theCUBE, the leader in and high-tech coverage. We're at Re-Invent 2021. Be right back (upbeat music)

>>from the bellagio hotel in Las Vegas >>it's the >>cube >>covering Ui >>Path Forward four brought to you >>by Ui Path. >>Welcome back to las Vegas. The cube is live with you. I Path forward four at the bellagio lisa martin with Dave Volonte. We're gonna be talking about you I Path integration suite, we have a couple of guests joining us here. Mark Jeannie is here the GM of Ui Path, formerly the co founder and Ceo of cloud elements and Peter Villeroy also joins us Director of Global I. T. Automation practice at UI Path guys welcome to the program. >>Thanks lisa. Great to hear. >>So Mark, let's go ahead and start with you. The Cloud elements acquisition was done in about the last six months. Talk to us about why you chose to be acquired by Ui Path and where things are today. Some big announcements yesterday. >>Yeah absolutely. So yeah if you go back six months ago um you know we have been in conversations with you I Path for for quite a while and um you know as we were looking at our opportunities as an api integration platform. So cloud elements just to step back a little bit um was a leader in helping companies take a P. I. S integrate applications together and bed that into their into their apps and um you know I Path approached us about the combination of what's happening in the automation world and you know these these have been a society as the marine Fleming from I. D. C. Mentioned this morning integration and DARPA have been separate swim lanes and what we saw and what you I. Path approaches with was ability to combine these together and really be the first company to take and take ui automation and seamlessly connected together with A. P. I. Automation or api integration >>Peter What's been some of the feedback? We know you guys are more than 9000 customers strong now we've had a whole bunch of amount yesterday and today. What's been the feedback so far on the cloud elements acquisition? So >>there's a huge amount of interest. We've had very positive feedback on that lisa the combination of Ui driven automation and A. P. I. Uh Native Integrations is is key especially to the I. T. Leadership that I work with. Um some of whom have traditionally compartmentalized you ipads platform in the Ui space and legitimately think about their own internal processes as being having very little to do with the user interface right. And so combining Ui driven automation together with uh api integration really helps too pick them up where they are and show them the power of that kind of a hyper automation platform that can deliver value in a number of spaces. And you guys ever >>see the movie Blindside? All right. You know what I'm talking about with joe. Theismann gets hit from the blind side and then his career is over and and that's when people realized oh my gosh the left tackle for right handed quarterback is so important and it's subsequent drafts when somebody would pick a left tackle like a good left all the rest went and that's what's happening in in the automation business today. You guys took the lead, you you set the trend. People said wow this is actually going to be a huge market. And then now we're seeing all this gonna occur. And a lot of it from these big software companies who believe every dollar of software should go to them saying hey we can actually profit from this within our own vertical stacks. So what do you make of all the M. And A. That's going on in particular? There was one recently where private equity firm is mashing together a long time R. P. A vendor with a long time integration firm. So it looks like you guys, you know on the right >>side of history in this regard. Your thoughts. Yeah. Absolutely. I mean if you think about automation right you've got to obviously help people do their jobs better. But if you're going to automate a process and a department you needed connect the applications that they use that those people use otherwise you can't accomplish it. And where ap is fit in as is automation and ui automation has become more and more mission critical and it's become bigger and bigger part of enterprise I. T. Wants to get involved. And so enterprise gets involved and what's their stack. It's api based their technology stack is how you connect back is through api so more and more companies are seeing what you I path saw is that if you're gonna automate every process and every department for every person you need to connect to every application that they're using and that's why this is now becoming right. Three companies now just recently have done these types of acquisitions of bringing an integration platform in and combining them together are trying to combine them together. >>All mps are not created equally as we know. Some are sort of half baked lot of them. Many of them don't have decent documentation so there's sort of a spectrum there. How do you, how do you think about prioritizing? How do you think about the landscape? Do you just kind of ignore the stuff that's not well documented and eventually that will take care of itself. How should we think about there have always >>been layers of integration right. Especially working with the ICTy organizations. So you've got our native integrations would make it easy to drag and drop activities and then you've got the A. P. I. Is that we can consume with various activities. That area has really grown through the acquisition of cloud elements and then you've got that third layer where when all else fails, you go on to the user interface and interact with the application like a human does and what you see is that our our interaction with college elements really enables a great enhancement of that lower base level um which is mildly interesting to the lines of business very important. I Yeah, for sure. >>So the reason I asked that question is I was talking to one of your customers this big ASAP customers said I love you ipad. The problem I have is I got so many custom mods and so it's just you know orally documented and I can't I wanna put automation in there but I can't. So to those parts of the tech stack become like the main frame of you know what I mean? And just sort of they live there and they just keep doing their thing but there's so much innovation that pops up around it. How do you how do you see that? >>Well that's part of the agility that comes with the platform like you ipads is that you can interact with the very clean uh swagger documented restful aPI s and you can interact with SCP on their proprietary ages old A. P. I. S. Um Those are things that we've traditionally done decently well, but again through this acquisition we could do that on a grander scale um with bidirectional triggering and all the goodness that you >>solve that problem today that your customer and this is a couple of years ago, you can solve that problem with cloud elements. Is that right? >>Yeah, absolutely. The the ability to integrate too these enterprise platforms like ASAP you need multiple tools to do the job. Right. So ui automation is great but if you've customized ui significantly or other things like that then the A. P. I can be a great structure for it and other cases where um that api provides a resiliency in a in a scale to it that um opens up new processes as well to those corporate systems. Right? So the balance of being able to bring these two worlds together is where you can unlock more because you got >>east west automation >>that's very good overhead and now >>you're going north south with cloud elements is deeper. Right, >>bottom line from the VP of its point of view, the more that can be done from a machine to machine communication the better. So sure. >>What's the opportunity for the existing cloud elements customers to take advantage of here? >>Yeah, absolutely. Um We've continued to support, brought our customers over with us. Uh Part of our customer base has actually been a significant number of software customers. Uh cos S. A. P. S. One of them doc you sign gain site, you know, so household names in the world of software as well as large financial services institutions like US Bank and Capital One and american Express, all of them had that common need where um they wanted to have an api centric approach to being able to connect to customers and partners and leverage our platform to do that. So we will continue to support that extend that. But we see opportunities where again we couldn't automate everything for our customers just threw a PS And uh you know for example one of our major financial services institutions were working with wants to take um and provide a robot for their uh customers and commercial payments to be able to automatically kick off in A. P. I. And so that seamless integration where we can combine that automation with robots leveraging and kicking off a P. I. S automatically takes us further into automating those processes for those >>customers. So you guys six months right. Uh talk about how that integration api integration company better gone smoothly. But what was that like you guys are getting the knack of M and a talk about that, what you learn maybe what you would do differently to even accelerate further, How'd it go? Uh >>That's the best answer from you having been on the >>acquisition side. Um Well we how well it went is six months later, which I think is really unheard of in the technology world, we're introducing our combined offering you I Path integration service that essentially takes what cloud elements built embeds it right into automation. Cloud studio in the Ui Path products. We and uh it's been a global effort. Right? So we had the Ui Path team was based in Hyderabad Denver and Dallas and then we've got um Ui Path engineers working with that cloud elements team that are in Bucharest Bellevue and bangalore and with the miracles of zoom and uh that type of thing, never meeting anyone in person, we were able to integrate the product together and launch it here today >>six months is a fast turnaround time frame was how much of that was accelerated by the, by the fact of the global situation that we're in. >>Yeah, well you know in some respects that that helped right? Because we um um we didn't have to waste time traveling and we could hop on zoom calls instantly. We spent a lot of time even over zoom making sure there was a cultural fit. You I path has a, you know, not only the humble, bold and type of values but it's a very collaborative environment, very open and collaborative environment as Brent can attest to. And that collaboration, I think in that spirit of collaboration really helped us feel welcome and move quickly to pull this together. And also >>the necessity is the mother of innovation right. Uh you ipad traditionally being popular in the CFOs organization were becoming the C I O s best friend and the timing was right to introduce this kind of capability to combine with what we traditionally do well and really move into their picking up like I said the customer where they are and leading them into that fully end to end automation capability and this was integral. So it wasn't time to kick the tires but to get moving >>and my right, there's a governance play here as well because I. T. Is kind of generally responsible for governance if you make it easier for them to whatever governance systems they're using >>governance privacy >>security that now you can just connect. They don't have to rip and replace. Is there an angle there? >>Sure, yeah. So nothing is more important than I. T. Than than control and governments and change management and half of the uh conversations we're having out there on the floor are around that right um uh ensuring that all of the good governance is in place um and we have a lot of the uh integrations and frameworks necessary to help that through your devops pipeline and doing proper ci cd and test automation um and you know introducing that integration layer in addition to what we already have just helps all of that to uh move more smoothly and bring more value to our customers. >>Mark talk to me about some of the feedback from customers that you mentioned, doc Watson. S A P probably I imagine joint customers with you. I path now there you're working together, what's the what's in it for them? >>Yeah, no the feedback has been tremendous. Right, so um api automation is not new to you. I path but customers have been asking for more capability. So one of them is in that governance area that we were just talking about, right, the ability to create connections centrally enable them disable them. Right? You got mission critical corporate applications. You want to be able to make sure that those applications are being controlled and monitored. Right? So that was one aspect. And by bringing this as a cloud based service, we can accomplish that. Um the other area is that this eventing capability, the ability to kick off workflows and processes based on changes to corporate applications, a new employees added in workday. I want to kick off a process to onboard that new employee and that triggered eventing service has been really well received and then um yeah, so that I'd say with the ability to also create new connections more simply was the third big factor. Uh we created a standardized authentication service. So no matter where you are in the UI Path product line, you get a consistent way to create a new connection, whether it's a personal connection by a business user too, you know, google docs or Microsoft office or your C O E R I T. Creating a connection to uh an important corporate system. >>How about the partner? I know you guys had partner day here leading into forward for they must be stoked about this gives you a lever to even add new partners. What was those >>conversations like? Yeah, yeah, no, absolutely. The partners are excited about those same features but um they're also excited about something in our roadmap which we expect to be previewing early next year and that's a connector builder. So the ability for partners to uh more quickly than ever create their own connectors. That'll work just like first party connectors that we ui Path build and add them into catalogs, share them in the market place. So there's new revenue opportunities, new opportunities for partners to create reusable assets that they can leverage and yeah so um lots of things, lots of work to continue to do, right? It's only been six months and uh but that's that's gonna be a big initiative going forward. >>So integration service as you mentioned, announced at this conference, we know that that's the first step obviously accomplished as we also talked about very quickly in a six month time period. But what does the future hold for api automation and integration service? >>So um one of the key areas just continue to expose the integration service um more broadly in the Ui Path product portfolio. Now that we have this service, more Ui Path products will be able to leverage it. Right? We're starting off with studio and orchestrator but that we can all use and share that common common capability. Um The other is to make access to complex business systems easier. So you think about it right. A uh to get a purchase order from net suite might take five or six api calls to do. Well, a citizen developer doesn't know what those five or six things you have to do. So we'll be creating these business activities or just get me open purchase orders that will work seamlessly in the studio product. And behind the scenes. Well, chain together those 56 aPI calls to make that a simple process. Right? So taking the integration service and making it even more powerful tool for that citizen developer than nontechnical user as well. So that's >>development work you're going to do. >>That's what we're gonna do as well as enable partners to do as well. So it's a key part of our road map over time. Because >>yeah I mean the partner pieces key because when net suite changes how it you're creating that abstraction layer. So but that's value add for the partners. >>Absolutely. And they have that domain expertise, right. They can create assets, leveraging the UI path automation capabilities but also bring their knowledge about A. S. A. P. Or workday and those oracle ebs and those core business systems and then combine that together into assets that enhance integration service that they build and I can I can share with their customers and share with our market >>because the work workday developer is going to know about that well ahead of time. No, >>it's coming and they know better than we do. Right. That's their business. That's what they know really well. >>Nice nice value at opportunity, peter >>One of the things that you iPad has been known for is its being very and I've said this on the program the last two days, that's being a good use case for land and expand. You guys have 70% of revenue that comes from existing customers. Talk to me about the cloud elements acquisition as a facilitator of because you kind of mentioned, you know, we're used to be really in bed with the cfos now we're going to see us and we've heard from a number of your customers where they started in finance and it's now Enterprise White, how is this going to help facilitate that? Even more? >>It really helps, you know, touching on what Mark just mentioned about the citizen developer, right, just as one of many examples, the empowerment of end users to automate things for themselves um is critical to that land and expand um successes that we've been seeing and where from an I. T standpoint, the frustration with the citizen developer is, you know, maybe what they're building isn't so top notch right? It works for themselves. What we can't replicate that, but put making it easy to make api integration part of what they do in studio X is so key to enhancing also the reusability of what's coming out of there. So that c uh C O E S can replicate that across teams are globally within their organization and that's part of land and expand because you may find something that's valuable in one line of business replicates easily into another line of business if the tool set is in place >>pretty powerful model lisa >>it is guys. Thanks so much for joining us today, talking about the club elements acquisition, what you're uh, doing with integration service, What's to come the opportunities in it for both sides and your partners? We appreciate your time. >>Great. Thank you. Thank you very much. I >>appreciate it. Thank you for >>David Want I'm lisa martin. You're watching the cube live in las Vegas at the bellagio Ui Path forward for stick around. We'll be right back. Yeah. Mhm. Mhm mm.

>> Okay. We're here with Vasanth Kumar who's the Principal Solutions Architect for MongoDB. Vasanth, welcome to "theCube." >> Thanks Dave. >> Hey, listen, I feel like you were born to be an architect in technology. I mean, you've worked for big SIs, you've worked with many customers, you have experience in financial services and banking. Tell us, the audience, a little bit more about yourself, and what you're up to these days. >> Yeah. Hi, thanks for the for inviting me for this discussion. I'm based out of Bangalore, India, having around 18 years experience in IT industry, building enterprise products for different domains, verticals, finance built and enterprise banking applications, IOT platforms, digital experience solutions. Now being with MongoDB nearly two years, been working in a partner team as a principal solutions architect, especially working with ISBs to build the best practices of handling the data and embed the right database as part of their product. I also worked with technology partners to integrate the compatible technology compliance with MongoDB. And also worked with the private cloud providers to provide a database as a service. >> Got it. So, you know, I have to Vasanth, I think Mongo, you kind of nailed it. They were early on with the trends of managing unstructured data, making it really simple. There was always a developer appeal, which has lasted and then doing so with an architecture that scales out, and back in the early days when Mongo was founded, I remember those days, I mean, digital transformation, wasn't a thing, it wasn't a buzz word, but it just so happens that Mongo's approach, it dovetails very nicely with a digital business. So I wonder if you could talk about that, talk about the fit and how MongoDB thinks about accelerating digital transformation and why you're different from like a traditional RDBMS. >> Sure, exactly, yeah. You had a right understanding, let me elaborate it. So we all know that the customer expectation changes day by day, because of the business agility functionality changes, how they want to experience the applications, or in apps that changes okay. And obviously this yields to the agility of the information which transforms between the multiple systems or layers. And to achieve this, obviously the way of architecting or developing the product as completely a different shift, might be moving from the monolith to microservices or event-based architecture and so on. And obviously the database has to be opt for these environment to adopt these changes, to adopt the scale of load and the other thing. Okay. And also like we see that the common, the protocol for the information exchange is JSON, and something like you, you adopt it. The database adopts it natively to that is a perfect fit. Okay. So that's where the MongoDB fits perfectly for billing or transforming the modern applications, because it's a general purpose database which accepts the JSON as a payload and stores it in a BSON format. You don't need to be, suppose like to develop any particular application or to transfer an existing application, typically they see the what is the effort required and how much, what is the cost involved in it, and how quickly I can do that. That's main important thing without disturbing the functionality here where, since it is a multimodal database in a JSON format, you don't easily build an application. Okay? Don't need a lot of transformation in case of an RDBMS, you get the JSON payload, you transform into a tabular structure or a different format, and then probably you build an ORM layer and then map it and save it. There are lot of work involved in it. There are a lot of components need to be written in between. But in case of MongoDB, what they can do is you get the information from the multiple sources. And as is, you can put it in a DB based on where, or you can transform it based on the access patterns. And then you can store it quickly. >> Dave: Got it. And I tell Dave, because today you haven't context data, which has a selected set of information. Probably tomorrow the particular customer has more information to put it. So how do you capture that? In case of an RDBMS, you need to change the schema. Once you scheme change the schema, your application breaks down. But here it magically adopts it. Like you pass the extra information, it's open for extension. It adopts it easily. You don't need to redeploy or change the schema or do something like that. >> Right. That's the genius of Mongo. And then of course, you know, in the early days people say, oh, you know, Mongo, it won't scale. And then of course we, through the cloud. And I follow very closely Atlas. I look at the numbers every quarter. I mean, overall cloud adoption is increasing like crazy, you know, our Wiki Bon analyst team. We got the big four cloud vendors just in IAS growing beyond a 115 billion this year. That's 35% on top of, you know, 80-90 billion last year. So talk more about how MongoDB fits with the cloud and how it helps with the whole migration story. 'Cause you're killing it in that space. >> Yeah. Sure. Just to add one more point on the previous question. So for continuously, for past four to five years, we have been the number one in the wanted database. >> Dave: Right Okay. That that's how like the popularity is getting done. That's how the adoption has happened. >> Dave: Right. >> I'm coming back to your question- >> Yeah let's talk about the cloud and database as a service, you guys actually have packaged that very nicely I have to say. >> Yeah. So we have spent lot of effort and time in developing Atlas, our managed database as a service, which typically gives the customer the way of just concentrating on their application rather than maintaining and managing the whole set of database or how to scale infrastructure. All those things on work is taken care. You don't need to be an expert of DB, like when you are using an Atlas. So we provide the managed database in three major cloud providers, AWS, GCP, and Azure, and also it's a purely a multicloud, you know, like you can have a primary in AWS and you have the replicated nodes in GCP or Azure. It's a purely multicloud. So that like, you don't have a cloud blocking. You feel that, okay, your business is, I mean, if this is the right for your business you are choosing the model, you think that I need to move to GCP. You don't need to bother, you easily migrate this to GCP. Okay. No vendor lock in, no cloud lock in this particular- >> So Vasanth, maybe you could talk a little bit more about Atlas and some of the differentiable features and things that you can do with Atlas that maybe people don't know about. >> Yeah, sure Dave like, Atlas is not just a manage database as a service, you know, like it's a complete data platform and it provides many features. Like for example, you build an application and probably down the line of three years, the data which you captured three years back might be an old data. Like how do you do it? Like there's no need for you to manually purge or do thing. Like we do have an online archival where you configure the data. So that like the data, which is older than two years, just purge it. So automatically this is taken care. So that like you have hot data kept in Atlas cluster and the cold data moved up to an ARKit. And also like we have a data lake where you can run a federated queries . For example, you've done an archival, but what if people want to access the data? So with data lake, what it can do is, on a single connection, you can fire a- you can run a federated queries both on the active and the archival data. That's the beauty, like you archive the data, but still you can able to query it. And we do also have a charts where like, you can build in visualization on top of the data, what you have captured. You can build in graphs or you can build in graphs and also embed these graphs as part of your application, or you can collaborate to the customers, to the CXOs and other theme. >> Dave: Got it. >> It's a complete data platform. >> Okay. Well, speaking of data platform, let's talk about Io-Tahoe's data RPA platform, and coupling that with Mongo DB. So maybe you could help us understand how you're helping with process automation, which is a very hot topic and just this whole notion of a modern application development. >> Sure. See, the process automation is more with respect to the data and how you manage this data and what to derive and build a business process on top of it. I see there are two parts into it. Like one is the source of data. How do you identify, how do you discover the data? How do you enrich the context or transform it, give a business context to it. And then you build a business rules or act on it, and then you store the data or you derive the insights or enrich it and store it into DB. The first part is completely taken by Io-Tahoe, where you can tag the data for the multiple data sources. For example, if we take an customer 360 view, you can grab the data from multiple data sources using Io-Tahoe and you discover this data, you can tag it, you can label it and you build a view of the complete customer context, and use a realm web book and then the data is ingested back to Mongo. So that's all like more sort of like server-less fashion. You can build this particular customer 360 view for example. And just to talk about the realm I spoke, right? The realm web book, realm is a backend APA that you can create on top of the data on Mongo cluster, which is available in addclass. Okay. Then once you run, the APS are ready. Data as a service, you build it as a data as a service, and you fully secure APIs, which are available. These APS can be integrated within a mobile app or an web application to build in a built in modern application. But what left out is like, just build a UI artifacts and integrate these APIs. >> Yeah, I mean we live in this API economy companies. People throw that out as sort of a buzz phrase, but Mongo lives that. I mean, that's why developers really like the Mongo. So what's your take on DevOps? Maybe you could talk a little bit about, you know, your perspective there, how you help Devs and data engineers build faster pipelines. >> Yeah, sure. Like, okay, this is the most favorite topic. Like, no, and it's a buzzword along, like all the DevOps moving out from the traditional deployment, what I learned online. So like we do support like the deployment automation in multiple ways okay, and also provide the diagnostic under the hood. We have two options in Mongo DB. One is an enterprise option, which is more on the on-prem's version. And Atlas is more with respect to the cloud one manage database service. Okay. In case of an enterprise advanced, like we do have an Ops manager and the Kubernetes operator, like a Ops manager will manage all sort of deployment automation. Upgrades, provides your diagnostics, both with respect to the hardwares, and also with respect to the MongoDB gives you a profiling, slow running queries and what you can get a context of what's working on the data using that. I'm using an enterprise operator. You can integrate with existing Kubernetes cluster, either in a different namespace on an existing namespace. And orchestrate the deployment. And in case of Atlas, we do have an Atlas-Kubernetes operator, which helps you to integrate your Kubernetes operator. And you don't need to leave your Kubernetes. And also we have worked with the cloud providers. For example, we have we haven't cloud formation templates where you can just in one click, you can just roll out an Atlas cluster with a complete platform. So that's one, like we are continuously working, evolving on the DevOps site to roll out the might be a helm chart, or we do have an operator, which has a standard (indistinct) for different types of deployments. >> You know, some really important themes here. Obviously, anytime you talk about Mongo, simplicity comes in, automation, you know, that big, big push that Io-Tahoe was making. What you said about data context was interesting because a lot of data systems, organizations, they lack context and context is very important. So auto classification and things like that. And the other thing you said about federated queries I think fits very well into the trend toward decentralized data architecture. So very important there. And of course, hybridisity. I call it hybridisity. On-prem, cloud, abstracting that complexity away and allowing people to really focus on their digital transformations. I tell ya, Vasanth, it's great stuff. It's always a pleasure chatting with Io-Tahoe partners, and really getting into the tech with folks like yourself. So thanks so much for coming on theCube. >> Thanks. Thanks, Dave. Thanks for having a nice discussion with you. >> Okay. Stay right there. We've got one more quick session that you don't want to miss.

>> Announcer: From around the globe, It's theCUBE with digital coverage of Accenture Executive Summit brought to you by Accenture. >> Welcome everyone to theCUBEs coverage of the Accenture Executive Summit part of AWS reinvent, I'm your host Rebecca Knight. Today we're welcoming back two CUBE alum, We have Kishore Durg, he is the Accenture Senior Managing Director, Cloud First Global Services Lead. Welcome back to the show Kishore. >> Thank you very much Rebecca, nice to meet again. >> Nice to meet you again, and Tristan Morel L'Horset, he is the Managing Director Accenture Cloud First North American Crows, welcome back to you Tristan. >> Great to be back and great to see you again, Rebecca. >> Exactly, even in this virtual format, it is good to see your faces. Today we're going to be talking about myNav and Green Cloud Advisor Capability. Kishore I want to start with you. So myNav is a platform that is really celebrating its first year in existence, November, 2019 is when Accenture introduced it, but it has new relevance in light of this global pandemic that we are all enduring and suffering through. Tell us a little bit about the myNav platform, what it is? >> Sure, Rebecca, we lost it and now what, 2019 and its a does that cloud platform to help our clients navigate the complexity of cloud and cloud decisions and to make it faster and obviously innovating the cloud. With the increased relevance and all the especially over the last few months with the impact of COVID crisis and exhibition of digital transformation, we are seeing the transformation or the acceleration to cloud much faster. This platform that we're talking about has enabled 140 clients globally across different industries to identify the right cloud solution, navigate the complexity, provide a cloud specific solution, simulate what our clients to meet the strategy business needs, and the plant are loving it. >> I want to go to you now Tristan, tell us a little bit about how myNav works and how it helps companies make good cloud choices. >> Yeah, so Rebecca, we've talked about cloud is more than just infrastructure and that's what myNav tries to solve for it. It really looks at a variety of variables, including infrastructure, operating model and fundamentally what clients' business outcomes our clients are looking for, and identify as the optimal solution for what they need and we designed this to accelerate, and we mentioned the pandemic, one of the big focus now is to accelerate. And so we worked through a three-step process. The first is scanning and assessing our client's infrastructure, their data landscape, their application. Second, we use our automated artificial intelligence engine to interact with... We have a wide variety and library of collective plan expertise, and we look to recommend what is the enterprise architecture and solution. And then third, before we aligned with our clients, we look to simulate and test this scaled up model, and this simulation gives our clients a way to see what cloud is going to look like, feel like and how it's going to transform their business before they go there. >> So tell us a little bit about that in real life now as a company so many of people are working remotely having to collaborate not in real life, How is that helping them right now, Tristan? >> So the pandemic has put a tremendous strain on systems because of the demand on those systems and so we talk about resiliency, we also now need to collaborate across data across people, I think all of us are calling from a variety of different places where last year we were all at theCUBE itself, and cloud technologies such as teams, Zoom that we're leveraging now has fundamentally accelerated and clients are looking to on board this for their capabilities, they're trying to accelerate their journey, they realize that now the cloud is what is going to become important for them to differentiate once we come out of the pandemic and the ability to collaborate with their employees, their partners, and their clients through these systems is becoming a true business differentiator for our clients. >> Kishore, I want to talk with you now about myNav multiple capabilities and helping clients design and navigate their cloud journeys. Tell us a little bit about the green cloud advisor capability and its significance particularly as so many companies are thinking more deeply and thoughtfully about sustainability. >> Yes, so since the launch of myNav, we continue to enhance capabilities for our clients. One of the significant capabilities that we have enabled is the lead cloud advisor. Today Rebecca a lot of the businesses are more environmentally aware and are expanding efforts to decrease power consumption and obviously carbon emissions and run a sustainable operations across every aspect of the enterprise. As a result, you're seeing an increasing trend in adoption of energy efficient infrastructure in the global market. And one of the things that we did a lot of research we found out is that there's an ability to influence our client's carbon footprint through a better cloud solution and that's what being green cloud advisor brings to us. In terms of a lot of the client connotation that we're seeing in Europe, North America and others, lot of our clients are accelerating to a green cloud strategy to unlock greater financial, societal and environmental benefit through obviously cloud-based circular operational and sustainable products and services. That is something that we are enhancing myNav and we're having active client discussions at these point of tome. >> So Tristan, tell us a little bit about how this capability helps clients make greener decisions? >> Yeah, well, let's start about the investments from the cloud providers in renewable and sustainable energy. They have... Most of the hyperscalers today, have been investing significantly on data centers that are run on renewable energy, some incredibly creative constructs on how to do that. And sustainability is there for a key item of importance for the hyperscalers and also for our clients who now are looking for sustainable energy. And it turns out this marriage is now possible, I can we re-marry the green capabilities of the cloud providers with a sustainability agenda of our clients. And so what we look into way the myNav works is it looks at industry benchmarks and evaluates our current clients capabilities and carbon footprint leveraging their existing data centers. We then look to model from an end-to-end perspective, how their journey to the cloud leveraging sustainable and data centers with renewable energy, we look at how their solution will look like and quantify carbon tax credits improve a green index score and provide quantifiable green cloud capabilities and measurable outcomes to our clients shareholders, stakeholders, clients, and customers. And our green plot advisor's sustainability solutions already been implemented at three clients, and in many cases in two cases has helped them reduce the carbon footprint by up to 400% to migration from their existing data center to a green cloud, very, very important item. >> That is remarkable. Now tell us a little bit about the kinds of clients, is this more interesting to clients in Europe? Would you say that it's catching on in the United States? what is the breakdown that you're seeing right now? >> Sustainability has becoming such a global agenda and we're seeing our clients tie this and put this at board level agenda and requirements across the globe. Europe has specific constraints around data sovereignty, where they need their data in country, but from a green a sustainability agenda we see clients across all our markets, North America, Europe, and our growth markets adopt this and we have seen case studies in all three markets. >> Kishore, I want to bring you back into the conversation, talk a little bit about how myNav ties into Accenture's cloud first strategy, your Accenture's CEO, Julie Sweet has talked about post COVID leadership requiring every business to become a cloud first business. Tell us a little bit about how this ethos is in Accenture and how you're sort of looking outward with it too? >> So Rebecca myNav is the launch pad to a cloud first transformation for our clients. Accenture, CEO Julie Sweet shared the Accenture cloud first and our substantial investment demonstrate our commitment and is delivering data value for our clients when they need it the most. And with the digital transformation requiring cloud at scale we're seeing that in the post COVID leadership it requires that every business should become a cloud business, and myNav helps them get there by evaluating the cloud landscape, navigating the complexity, modeling architecting and simulating an optimal cloud solution for our clients and as Tristan was sharing a greener cloud. >> So Tristan talk a little bit more about some of the real life use cases in terms of what are clients seeing? What are the results that they're having? >> Yes, thank you Rebecca. I would say two key things around myNav. the first is the iterative process, clients don't want to wait until they get started, they want to get started and see what their journey is going to look like. And the second is fundamental acceleration, the pandemic as we talked about has accelerated the need to move to cloud very quickly and myNav is there to do that. So how do we do that? First is generating the business cases. Clients need to know in many cases that they have a business case, and by business case we talk about the financial benefits as well as the business outcomes, the green cloud of impact sustainability on the impact. With myNav we can build initial recommendations using a basic understanding of their environment and benchmarks in weeks versus months with indicative value savings and the millions of dollars arranges. So for example very recently we worked with a global oil and gas company, and in only two weeks, we're able to provide an indicative savings worth $27 million over five years. This enabled the client to get started, knowing that there is a business case benefit and then iterate on it. And this iteration is, I would say the second point that is particularly important with myNav that we've seen in Bangalore clients, which is any journey starts with an understanding of what is the application landscape and what are we trying to do with those. These initial assessments that used to take six to eight weeks are now taking anywhere from two to four weeks. So we're seeing a 40 to 50% reduction in the initial assessment, which gets clients started in their journey. And then finally we've had discussions with all of the hyperscalers to help partner with Accenture and leverage myNav to prepared their detailed business case module as they're going to clients and as they're accelerating the client's journey. So real results, real acceleration and is there a journey? Do I have a business case? And furthermore accelerating the journey once we are by giving the ability to work in an iterative approach. >> I mean, it sounds as though the company that clients and employees are sort of saying, this is an amazing time savings look at what I can do here in a condensed amount of time, but in terms of getting everyone on board, one of the things we talked about last time we met Tristan was just how much... One of the obstacles is getting people to sign on and the new technologies and new platforms, those are often the obstacles and struggles that companies face. Have you found that at all? Or what is sort of the feedback that you're getting from employees? >> Yes, clearly there are always obstacles to a cloud journey. If there were an obstacles all our clients would be already fully in the cloud. Well, myNav gives the ability is to navigate through those to start quickly, and then as we identify obstacles we can simulate what things are going to look like, we can continue with certain parts of the journey while we deal with that obstacle, and it's a fundamental accelerator, whereas in the past one obstacle would prevent a client from starting, we can now start to address the obstacles one at a time while continuing and accelerating the client journey, that is the fundamental difference. >> Kishore, I want to give you the final word here, tell us a little bit about what is next for Accenture myNav and what we'll be discussing next year at the Accenture Executive Summit >> Sort of echo, we are continuously evolving with our client needs and reinventing for the future. For myNav SaaS green cloud advisor our plan is to help our clients reduce carbon footprint and again migrate to our greener cloud. And additionally, we're looking at two capabilities which includes sovereign cloud advisor with clients especially in Europe and others are under pressure to meet stringent data norms that Kristan was talking about, and the sovereignty advisor health organization to create an cloud architecture that complies with the green, I would say the data sovereignty norms that is out there. The other element is around data to cloud, we are seeing massive migration for a lot of the data to cloud, and there's a lot of migration hurdles that come within that, we have expanded myNav to support assessment capabilities for assessing applications, infrastructure, but also covering the entire estate, including data and the code level to determine the right cloud solution. So we are pushing the boundaries on what myNav can do, with myNav we have created the ability to take the guesswork out of cloud, navigate the complexity, we are lowering risks costs, and we are achieving client's strategic business objectives while building a sustainable lots with green cloud. >> Any platform that can take some of the guesswork out of the future I'm on board with. Thank you so much, Kristan and Kishore, this has been a great conference. >> Thank you Rebecca. >> Thank you Rebecca. >> Stay tuned for more of theCUBEs coverage of the Accenture Executive Summit, I'm Rebecca ca Knight. (upbeat music)

>> Narrator: From around the globe it's theCUBE with digital coverage of Dell Technologies World. Digital experience brought to you by Dell Technologies. >> Welcome back everybody. Jeff Frick here with theCUBE. Welcome back to our ongoing coverage of Dell Technology World. We've been covering Dell Tech World since it started really. It used to just be Dell World and there was EMC World after the merger and this is the all virtual version but we're excited to be here and we've got a great panel coming up. I think you're going to enjoy it. Our first guest is Rajesh Janey. He is the Senior Vice President of Global Alliances for APJ for Dell Technologies. Rajesh, where are you coming in from today? >> I'm speaking to you from Gurgaon, India. >> Awesome. It's the power of the virtual, right? It's not all bad that we don't have to get on planes all the time. >> Absolutely. >> And joining him is Utpal Bakshi. He is the Vice President and Global Vertical Head High Tech for Wipro. Utpal, good to see you. >> Nice to see you. >> And where are you calling us in from? >> I'm from Dallas, Texas. Actually suburb outside of Dallas called South Lake. >> Oh, excellent. Great to see you and again didn't have to get on a plane to do this so not all bad. And also joining us is Satish Yadavalli. He is the Vice President and Global Practice Head, Cloud and Infrastructure Services for Wipro. Satish, where are you joining us from? >> Hi, I'm joining from Bangalore, India. >> Excellent. Welcome. So gentlemen let's just jump into it. Wipro's a huge services firm, does a lot of work with Dell so I wonder Rajesh if you can talk really about the importance of partnerships and the importance of having somebody like Wipro within the Dell ecosystem. >> Absolutely. Thank you for having us on with Wipro. Wipro and we have had a partnership which is over two decades old and we have a multifaceted 360 degree kind of relationship with Wipro. Wipro is a platinum partner and what's more while we bring a lot of technology and products and the depth of product which are relevant to customer's transformation scenarios today, coupled with Wipro's consulting and services and design abilities this becomes an unbeatable power house so to say whereby we can work closely with a customer to help them transform and live in what we are calling the next normal. >> Yeah that's great. Utpal to you there's a lot of interesting trends going on. We've had cloud and big data been going on for a lot but really the talk in social media is what's driving your digital transformation, the CEO, the CIO or COVID and we all know what the answer is. So we've got a lot of new stuff in terms of digital transformation, working from anywhere, workforce transformation. Wonder if you can speak a little bit about how COVID has accelerated some of the priorities that your customers are trying to get done. >> Yeah. I think that's a great point. Wipro has been transforming over the last several years. We were a strong, large scale system integration partner, large IT organization but over the last several years we pivoted hard into the digital transformation world moving into the design side, leading the design, moving to cloud and helping our clients help make that journey and all of that got accelerated with the whole COVID situation. The work from home became all pervasive and the whole virtualization of the workforce really pivoted with some of our key transformational ideas around live workspace and the virtual desk which we've been working very closely with Dell have taken shape. So that has been a big part of our ongoing strategy. Doing the modernization off the network has also accelerated the customer networks and infrastructure was not necessarily set up for enabling these hybrid work environment. A lot of our clients are coming back and saying they want to modernize and actually accelerate. So that has all changed with COVID. Some of it is very positive actually for the business. >> Right. >> From an SI perspective. >> Satish, you've got cloud and infrastructure in your title. Public cloud really changed the game when Amazon kind of came on the scene and now we're seeing this evolution and change over time between a public cloud and hybrid cloud and multi cloud and cloud on cloud. I wonder if you could speak to and then even have an AWS inside of other people's clouds. They're trying to get it out there. The evolution of cloud both as a technology but really more as a way of thinking in terms of rapid deployment of new functionality to support the business and what you're seeing with your customers today. >> So let me share a perspective, right? Enterprises today are looking at options to extract greater value from hybrid cloud investment. It's a brownfield environment today where customers have their existing data centers but the hyperscalers have really come into play now and right cloud is the strategy which most of our customers embrace to address the market demands which are primarily focused on business outcomes today. As Wipro we have invested in developing a holistic extensible platform led approach called Wipro BoundaryLess Enterprise to drive business outcomes to customers. So the BLE construct is all about providing a ready to use plug-and-play platforms making IT easily consumable from multiple stakeholder personas be it admins, be it line of businesses, developers and partners. So basically we have built a holistic solution and our BLE solutions has majorly five building blocks. The first building block would be the BoundaryLess Data Center. The second is the BoundaryLess Container Platform. The third is the BoundaryLess Data Protection Platform. The fourth is the BoundaryLess Cloud Exchange where we get together all the internet connections and define the software defined network part to give access to the workloads across hybrid environments and the BoundaryLess Integration Platform which we call it as BLIP. Basically this is what we have put together to deliver an outcome to the customers powered by BLE. >> So BLE again, you call it the BoundaryLess Enterprise. What's the most important components of BLE? What are the things that most people are missing to actually implement the strategy? >> So if I actually build on you, right? The five building blocks let me elaborate in detail. The first is on the BoundaryLess Data Center. This enables our clients to deliver an infrastructure as a service across data centers and public clouds and enables customers to seamlessly move workloads from Edge to Cloud and manage them in a consistent and efficient model. That's the first building block of our BLE. The second important building block is container, right? We all know today container orchestration is key across hybrid cloud and with micro services and architectures becoming more prominent we see huge search for managing various Kubernetes enrollments with our clients. So our BLCP platform leverages solutions like VMware Tanzu, which is again a Dell company to enable clients manage the multicloud Kubernetes enrollments through a single pane of glass and provide seamless migration and movement of workloads across cloud environments. That's going to be the key in the future with microservices being dominant and every enterprise embracing microservices architectures this becomes very important building block in our overall solution. The third important stuff is BoundaryLess Data Protection. Now that data is all cross in hybrid cloud environment and application actually consume this data it is important to protect the data which is intellectual property and very critical to every business. So with the BLDP platform we ensure that we deliver availability, solidarity, security and reliability of cloud adoption increasingly and rapidly across multicloud platforms. So our solution leverages the DTC of Dell and other existing Dell storages and data production solutions to offer seamless and right cost models which will be very critical for any cloud transformation and schedules as we move forward. The fourth point which I was talking about is BLCE. This is basically a cloud exchange where in a hybrid cloud environment you need to establish connectivities across PaaS and SaaS platforms as well as on-premise networks to provide seamless access to data and the workloads which are in multicloud scenarios. So that's about BLCE. With respect to BLIP it is an integration platform. Today we are in a software defined world and when I talk about providing a single pane of glass solution it is important for us to have an integration platform where I can bring all EPIs together and do northbound and southbound integrations with the architectures of clients and the cloud providers to spin off workloads, to commission, decommission and provide a seamless consumption experience to clients across multiple hyperscalers and on-premise infrastructure. >> Thank you for that summary. I think you hit on all the big trends. I want to go back to you Rajesh 'cause you said that this is a really unique time. You've been in the business for a very long time. You've seen a lot of other transformations and you've seen a lot of big trends. Why is this one different? What makes where we are today such a unique point in time in this IT industry journey? >> Excellent. I think I would say we are in a period of what is called an enforced innovation. While most of the time transformation in IT has been very, very sequential or continuous I think we are seeing an order of shift in the transformation and this whole situation is forcing everyone to accelerate the pace of innovation and transformation. There are two key priorities for every organization in this time. One, build resilient operations and second employee safety. These two parameters have forced the organization to look at their businesses differently, look at their IT infrastructure differently and created a sort of opportunity you can say which is ripe for Wipro's BoundaryLess Enterprise because there are no boundaries. People are working from home. They're no longer in an office confined or boundary. So that's smart. Coming back we are seeing an accelerated innovation. That means our partnership to deliver customer transformation at scale becomes all the more important. Bringing all the good technologies of Dell on one side and combining it Wipro's size, scale and services help us lead in the marketplace for customer transformation. And what's more, we are adding our Dell financial services solutions as Dell Tech on demand to enable all this to be consumed as a service and with flexible payment options which Wipro helps us translate it to customer offerings. >> That's great. Utpal, I want to go to you and get your perspective on how customers, in terms of this boundaryless, how things have changed since March 15th which at least here in the US, I don't know if in India it was on the same date when everything basically got shut down. So it was this light switch moment. Everybody worked from home, no planning, no thought like ready, set, go to now we're six, seven, eight months into this thing and clearly we're it's a marathon not a sprint and even if we go back to some semblance of what was the old normal the new normal is going to be different and everyone is not going to go back to work full time like they did before. So how, from a customer perspective, from a technology implementation perspective and from an initiative and getting this stuff done how has that changed pre-COVID then oh my goodness, it's the light switch moment and now it's, hey, we're in this for the long term. >> Yeah. I think Rajesh did hit upon that a little bit. This is truly that moment where it was a forced innovation. Some of it was happening anyways and it was bound to happen but I think the COVID kind of accelerated all of it. What has impacted is it all started with, okay, how do we enable work from home? And that is when the whole BoundaryLess infrastructure, the virtual desk solutions and all of that started getting impact. I think after that most companies have realized that this is not a short term fix. It is a longterm it's going to be here for staying so they wanted to have a longterm fix so they wanted to come in with innovation but at the same time from a business perspective they've had impact in business so they wanted very creative business models for them to get set with the technology innovation quicker but they didn't want to do it in a traditional way of paying it all upfront and moving it to that. So that is where the creativity in terms of joint innovation which we did with Dell, in flexible payment options, bringing in some kind of an asset lease model and things like that have gained traction. A lot more conversations are around we want to transform help us find a way to make the transformation sooner with maybe less investment upfront and find a way to fund this from the future savings we'll get so that we can be ready for the future without necessarily impacting the bottom line today. All of that has changed, I would say in summary, has accelerated the adoption and the rate of change but it has also led to all of us thinking some creative business models and new approaches to doing business. >> Right, right. Satish back to you. What are the big conflicts that always exist? There's innovation versus security, right? And enabling innovation and giving people more power, more tools, more data to do things at the same time now your tax surface has increased you don't necessarily have everybody locked down on their home infrastructure and they were forced into this. When people are talking about digital transformation, how do they continue to drive forward and how are you helping them on innovation and enabling innovation at the same time as you talked about keeping the data protected and really thinking about business resiliency and continuity in this to increase the tax surface not only because of mobile, but now with the working from home thing? It's increased exponentially. >> Yeah. So I would just take an example of how Wipro handled this pandemic when it hit us and what solutions we get. So let me just give you a perspective. As we all know the current pandemic has disrupted many industries and we were no exception. Basically COVID has brought to the forefront many crucial factors in terms of business continuity process, the quality of employee experience and the automation connected with the employees. So while we enable our employees to connect, collaborate, and communicate with ease from anywhere from any device in a secure way with a consistent user experience powered by Wipro LiVE Workspace platform which actually takes care of delivering a seamless onboarding of user via the Wipro LiVE Workspace platform and consume all the services the way they used to traditionally consume when they were working from office? So this is something which is the power of Wipro LiVe Workspace platform we have implemented to deliver a seamless employee experience access to the workspaces. That's one but also there are some learnings. When we implemented the solutions on the flip side as businesses we must also acknowledge and be cognizant of the fact that employees are trying hard to juggle between frequent interruptions at home and notifications from various applications we receive both on corporate and personal devices. Basically in a nut shell it is difficult to have the culture of corporate to be working from home. Basically that's another big learning. While all of us are adjusting to this new normal we are in constant touch with our employees and trying to improve the overall employee connect and experience. From a solution perspective let me just give you what we actually did. We have close to 175,000 employees across the globe. Suddenly started working from home post lockdown. What does this mean? The traffic pattern suddenly changed the directions which were traditionally moving on a East to West direction started moving North to South. Basically this means a 100% of the workforce in a corporate started coming from the internet to access the corporate infrastructure and then gain access to the customer network. So basically we had to quickly swing in with our solutions and got our engineering teams to re engineer and tweet the infrastructure and security architecture to this new normal. By leveraging our Wipro BLE and video architectures which is powered by Dell VxRail, NSX we were able to spin off and build capacity on on-prem as well as on cloud in less than 24 hours post one got approvals from the client. Lastly we also deployed a back to work IoT solution which helped our employees to get back to work safely. Basically the solution offers various security parameters. Apart from traditional COVID updates it also helps in scanning the employees' temperatures, employee movement within the office premises, bundled with video analytics and enables secure touch less access to the ODCs for employees who are coming back to work. So we are putting all these solutions together and we pretty much seamlessly were able to navigate from the pandemic situation and get our business back to operations in a matter of days. >> 175,000 People. It's really interesting to think about how that network traffic completely changed from inside the firewalls to everything coming from the outside. It's a lot of people to get working from home right away so congratulations on that. As we come to a close Rajesh, I want to come back to you and talk about again, partnership in the age of this rapid acceleration of technology adoption, new technology move. We talked about the work from home. We've talked about cloud. We haven't talked very much about there's this other big thing that's coming down the pike which is 5G and IoT and kind of this entirely new scale of communication that's machine to machine, not person to person and now these connected devices. The amount of traffic continues to go up into the right at an accelerating rate. Tell us a little bit about the meaningfulness of having a partnership like Wipro that you guys can build solutions around new cutting edge technologies and have that real close connection with the customer or with all the supporting services. >> We'd love to. And maybe first I'll give you a perspective on how our employee base started working from home. Some other statistics that they wanted to show maybe add on towards what Satish said. We transitioned 120,000 employees. Twice the normal to work from home within two weeks and every day we are running something like 20,000 meetings and 16 million zoom minutes per day. That's the kind of traffic IT has seen. >> 16 million zoom minutes per day? >> Zoom minutes per day. >> Wow. >> That's the kind of traffic and our VPN traffic user load just tripled. At software or IT we call Dell digital. It was just a smooth and seamless experience. Now coming back, you said rightly. While we have partnered so far to deliver to the solution which are here today and the customers needs which are here today, what are we going to do for the future needs especially ie 5G IoT? We believe as a corporation that Edge is going to be the next wave of innovation. And next way our customers will benefit. Therefore connectivity to Edge via 5G becomes critical. IoT devices and managing the traffic and contain it there itself rather than flowing it back to data center becomes critical. As an example Wipro and Dell technologies are using our hyper converge solutions along with VMware telco and software for a European telco to provide automation and AI to deliver rapid results for the customer. So these are just early parts of it. We are partnering with Wipro to build solutions around 5G as well as telecom related innovation that'll come into the picture. IoT Satish spoke about a simple example of employee attendance. Imagine this is a need which will only accelerate from every organization, multiply it with the automation and AI that needs to be built into machines and feeding all the data back to drive some intelligence and refine the processes, refine the business outcomes. So I think we are working together on many such things and what's important is in all this, when the universe just explodes to devices and millions of devices, security becomes a paramount feature and we are working with Wipro to build what is called an embedded security into each of the solutions that we are designing. Security cannot be an afterthought or a bolt on it's becoming an integral part of the overall solution as we move towards the Edge. >> Yeah, right. And I think as Satish talked about all the distractions and notifications there're a lot of great opportunities for applied AI too to help people know what to do next. It's hard to be context switching all the time, not only on your work, but also the spouses working from home, the kids are doing homeschooling. It's not an optimal environment at all. Gentlemen thank you for your time. Congratulations on your partnership and hope you have a fantastic Dell Tech World. Sorry we can't be in person but this is not too bad. >> Thank you. >> Jeff >> Thank you >> Thank you Utpal, thank you Satish for your partnership. >> All right. Thank you gentlemen. >> Thank you. >> Alright. Stay with us for continuing coverage of Dell Technologies World 2020. I'm Jeff Frick. Thanks for watching. (upbeat music)

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome back to the cubes. Virtual coverage of VM World 2020 Virtual I'm John for your host of the Cube, our 11th year covering V emeralds. Not in person. It's virtual. I'm with my coast, Dave. A lot, of course. Ah, guest has been on every year since the cubes existed. Sanjay Putin, who is now the chief operating officer for VM Ware Sanjay, Great to see you. It's our 11th years. Virtual. We're not in person. Usually high five are going around. But hey, virtual fist pump, >>virtual pissed bump to you, John and Dave, always a pleasure to talk to you. I give you more than a virtual pistol. Here's a virtual hug. >>Well, so >>great. Back at great. >>Great to have you on. First of all, a lot more people attending the emerald this year because it's virtual again, it doesn't have the face to face. It is a community and technical events, so people do value that face to face. Um, but it is virtually a ton of content, great guests. You guys have a great program here, Very customer centric. Kind of. The theme is, you know, unpredictable future eyes is really what it's all about. We've talked about covert you've been on before. What's going on in your perspective? What's the theme of your main talks? >>Ah, yeah. Thank you, John. It's always a pleasure to talk to you folks. We we felt as we thought, about how we could make this content dynamic. We always want to make it fresh. You know, a virtual show of this kind and program of this kind. We all are becoming experts at many Ted talks or ESPN. Whatever your favorite program is 60 minutes on becoming digital producers of content. So it has to be crisp, and everybody I think was doing this has found ways by which you reduce the content. You know, Pat and I would have normally given 90 minute keynotes on day one and then 90 minutes again on day two. So 180 minutes worth of content were reduced that now into something that is that entire 180 minutes in something that is but 60 minutes. You you get a chance to use as you've seen from the keynote an incredible, incredible, you know, packed array of both announcements from Pat myself. So we really thought about how we could organize this in a way where the content was clear, crisp and compelling. Thekla's piece of it needed also be concise, but then supplemented with hundreds of sessions that were as often as possible, made it a goal that if you're gonna do a break out session that has to be incorporate or lead with the customer, so you'll see not just that we have some incredible sea level speakers from customers that have featured in in our pattern, Mikey notes like John Donahoe, CEO of Nike or Lorry beer C I, a global sea of JPMorgan Chase partner Baba, who is CEO of Zuma Jensen Wang, who is CEO of video. Incredible people. Then we also had some luminaries. We're gonna be talking in our vision track people like in the annuity. I mean, one of the most powerful women the world many years ranked by Fortune magazine, chairman, CEO Pepsi or Bryan Stevenson, the person who start in just mercy. If you watch that movie, he's a really key fighter for social justice and criminal. You know, reform and jails and the incarceration systems. And Malala made an appearance. Do I asked her personally, I got to know her and her dad's and she spoke two years ago. I asked her toe making appearance with us. So it's a really, really exciting until we get to do some creative stuff in terms of digital content this year. >>So on the product side and the momentum side, you have great decisions you guys have made in the past. We covered that with Pat Gelsinger, but the business performance has been very strong with VM. Where, uh, props to you guys, Where does this all tie together for in your mind? Because you have the transformation going on in a highly accelerated rate. You know, cov were not in person, but Cove in 19 has proven, uh, customers that they have to move faster. It's a highly accelerated world, a lot. Lots changing. Multi cloud has been on the radar. You got security. All the things you guys are doing, you got the AI announcements that have been pumping. Thean video thing was pretty solid. That project Monterey. What does the customer walk away from this year and and with VM where? What is the main theme? What what's their call to action? What's what do they need to be doing? >>I think there's sort of three things we would encourage customers to really think about. Number one is, as they think about everything in infrastructure, serves APS as they think about their APS. We want them to really push the frontier of how they modernize their athletic applications. And we think that whole initiative off how you modernized applications driven by containers. You know, 20 years ago when I was a developer coming out of college C, C plus, plus Java and then emerge, these companies have worked on J two ee frameworks. Web Logic, Be Aware logic and IBM Web Street. It made the development off. Whatever is e commerce applications of portals? Whatever was in the late nineties, early two thousands much, much easier. That entire world has gotten even easier and much more Micro service based now with containers. We've been talking about kubernetes for a while, but now we've become the leading enterprise, contain a platform making some incredible investments, but we want to not just broaden this platform. We simplified. It is You've heard everything in the end. What works in threes, right? It's sort of like almost t shirt sizing small, medium, large. So we now have tens Ooh, in the standard. The advanced the enterprise editions with lots of packaging behind that. That makes it a very broad and deep platform. We also have a basic version of it. So in some sense it's sort of like an extra small. In addition to the small medium large so tends to and everything around at modernization, I think would be message number one number two alongside modernization. You're also thinking about migration of your workloads and the breadth and depth of, um, er Cloud Foundation now of being able to really solve, not just use cases, you are traditionally done, but also new ai use cases. Was the reason Jensen and us kind of partner that, and I mean what a great company and video has become. You know, the king maker of these ai driven applications? Why not run those AI applications on the best infrastructure on the planet? Remember, that's a coming together of both of our platforms to help customers. You know automotive banking fraud detection is a number of AI use cases that now get our best and we want it. And the same thing then applies to Project Monterey, which takes the B c f e m A Cloud Foundation proposition to smart Knicks on Dell, HP Lenovo are embracing the in video Intel's and Pen Sandoz in that smart make architectural, however, that so that entire world of multi cloud being operative Phobia Macleod Foundation on Prem and all of its extended use cases like AI or Smart Knicks or Edge, but then also into the AWS Azure, Google Multi Cloud world. We obviously had a preferred relationship with Amazon that's going incredibly well, but you also saw some announcements last week from, uh, Microsoft Azure about azure BMR solutions at their conference ignite. So we feel very good about the migration opportunity alongside of modernization on the third priority, gentlemen would be security. It's obviously a topic that I most recently taken uninterested in my day job is CEO of the company running the front office customer facing revenue functions by night job by Joe Coffin has been driving. The security strategy for the company has been incredibly enlightening to talk, to see SOS and drive this intrinsic security or zero trust from the network to end point and workload and cloud security. And we made some exciting announcements there around bringing together MAWR capabilities with NSX and Z scaler and a problem black and workload security. And of course, Lassiter wouldn't cover all of this. But I would say if I was a attendee of the conference those the three things I want them to take away what BMR is doing in the future of APS what you're doing, the future of a multi cloud world and how we're making security relevant for distributed workforce. >>I know David >>so much to talk about here, Sanjay. So, uh, talk about modern APS? That's one of the five franchise platforms VM Ware has a history of going from, you know, Challenger toe dominant player. You saw that with end user computing, and there's many, many other examples, so you are clearly one of the top, you know. Let's call it five or six platforms out there. We know what those are, uh, and but critical to that modern APS. Focus is developers, and I think it's fair to say that that's not your wheelhouse today, but you're making moves there. You agree that that is, that is a critical part of modern APS, and you update us on what you're doing for that community to really take a leadership position there. >>Yeah, no, I think it's a very good point, David. We way seek to constantly say humble and hungry. There's never any assumption from us that VM Ware is completely earned anyplace off rightful leadership until we get thousands, tens of thousands. You know, we have a half a million customers running on our virtualization sets of products that have made us successful for 20 years 70 million virtual machines. But we have toe earn that right and containers, and I think there will be probably 10 times as many containers is their virtual machines. So if it took us 20 years to not just become the leader in in virtual machines but have 70 million virtual machines, I don't think it will be 20 years before there's a billion containers and we seek to be the leader in that platform. Now, why, Why VM Where and why do you think we can win in their long term. What are we doing with developers Number one? We do think there is a container capability independent of virtual machine. And that's what you know, this entire world of what hefty on pivotal brought to us on. You know, many of the hundreds of customers that are using what was formerly pivotal and FDR now what's called Tan Xue have I mean the the case. Studies of what those customers are doing are absolutely incredible. When I listen to them, you take Dick's sporting goods. I mean, they are building curbside, pick up a lot of the world. Now the pandemic is doing e commerce and curbside pick up people are going to the store, That's all based on Tan Xue. We've had companies within this sort of world of pandemic working on contact, tracing app. Some of the diagnostic tools built without they were the lab services and on the 10 zoo platform banks. Large banks are increasingly standardizing on a lot of their consumer facing or wealth management type of applications, anything that they're building rapidly on this container platform. So it's incredible the use cases I'm hearing public sector. The U. S. Air Force was talking about how they've done this. Many of them are not public about how they're modernizing dams, and I tend to learn the best from these vertical use case studies. I mean, I spend a significant part of my life is you know, it s a P and increasingly I want to help the company become a lot more vertical. Use case in banking, public sector, telco manufacturing, CPG retail top four or five where we're seeing a lot of recurrence of these. The Tan Xue portfolio actually brings us closest to almost that s a P type of dialogue because we're having an apse dialogue in the in the speak of an industry as opposed to bits and bytes Notice I haven't talked at all about kubernetes or containers. I'm talking about the business problem being solved in a retailer or a bank or public sector or whatever have you now from a developer audience, which was the second part of your question? Dave, you know, we talked about this, I think a year or two ago. We have five million developers today that we've been able to, you know, as bringing these acquisitions earn some audience with about two or three million from from the spring community and two or three million from the economic community. So think of those five million people who don't know us because of two acquisitions we don't. Obviously spring was inside Vienna where went out of pivotal and then came back. So we really have spent a lot of time with that community. A few weeks ago, we had spring one. You guys are aware of that? That conference record number of attendees okay, Registered, I think of all 40 or 50,000, which is, you know, much bigger than the physical event. And then a substantial number of them attended live physical. So we saw a great momentum out of spring one, and we're really going to take care of that, That that community base of developers as they care about Java Manami also doing really, really well. But then I think the rial audience it now has to come from us becoming part of the conversation. That coupon at AWS re invent at ignite not just the world, I mean via world is not gonna be the only place where infrastructure and developers come to. We're gonna have to be at other events which are very prominent and then have a developer marketplace. So it's gonna be a multiyear effort. We're okay with that. To grow that group of about five million developers that we today Kate or two on then I think there will be three or four other companies that also play very prominently to developers AWS, Microsoft and Google. And if we're one among those three or four companies and remembers including that list, we feel very good about our ability to be in a place where this is a shared community, takes a village to approach and an appeal to those developers. I think there will be one of those four companies that's doing this for many years to >>come. Santa, I got to get your take on. I love your reference to the Web days and how the development environment change and how the simplicity came along very relevant to how we're seeing this digital transformation. But I want to get your thoughts on how you guys were doing pre and now during and Post Cove it. You already had a complicated thing coming on. You had multi cloud. You guys were expanding your into end you had acquisitions, you mentioned a few of them. And then cove it hit. Okay, so now you have Everything is changing you got. He's got more complex city. You have more solutions, and then the customer psychology is change. You got to spectrums of customers, people trying to save their business because it's changed, their customer behavior has changed. And you have other customers that are doubling down because they have a tailwind from Cove it, whether it's a modern app, you know, coming like Zoom and others are doing well because of the environment. So you got your customers air in this in this in this, in this storm, you know, they're trying to save down, modernized or or or go faster. How are you guys changing? Because it's impacted how you sell. People are selling differently, how you implement and how you support customers, because you already had kind of the whole multi cloud going on with the modern APS. I get that, but Cove, it has changed things. How are you guys adopting and changing to meet the customer needs who are just trying to save their business on re factor or double down and continue >>John. Great question. I think I also talked about some of this in one of your previous digital events that you and I talked about. I mean, you go back to the last week of February 1st week of March, actually back up, even in January, my last trip on a plane. Ah, major trip outside this country was the World Economic Forum in Davos. And, you know, there were thousands of us packed into the small digits in Switzerland. I was sitting having dinner with Andy Jassy in a restaurant one night that day. Little did we know. A month later, everything would change on DWhite. We began to do in late February. Early March was first. Take care of employees. You always wanna have the pulse, check employees and be in touch with them. Because the health and safety of employees is much more important than the profits of, um, where you know. So we took care of that. Make sure that folks were taking care of older parents were in good place. We fortunately not lost anyone to death. Covert. We had some covert cases, but they've recovered on. This is an incredible pandemic that connects all of us in the human fabric. It has no separation off skin color or ethnicity or gender, a little bit of difference in people who are older, who might be more affected or prone to it. But we just have to, and it's taught me to be a significantly more empathetic. I began to do certain things that I didn't do before, but I felt was the right thing to do. For example, I've begun to do 25 30 minute calls with every one of my key countries. You know, as I know you, I run customer operations, all of the go to market field teams reporting to me on. I felt it was important for me to be showing up, not just in the big company meetings. We do that and big town halls where you know, some fractions. 30,000 people of VM ware attend, but, you know, go on, do a town hall for everybody in a virtual zoom session in Japan. But in their time zone. So 10 o'clock my time in the night, uh, then do one in China and Australia kind of almost travel around the world virtually, and it's not long calls 25 30 minutes, where 1st 10 or 15 minutes I'm sharing with them what I'm seeing across other countries, the world encouraging them to focus on a few priorities, which I'll talk about in a second and then listening to them for 10 15 minutes and be, uh and then the call on time or maybe even a little earlier, because every one of us is going to resume button going from call to call the call. We're tired of T. There's also mental, you know, fatigue that we've gotta worry about. Mental well, being long term. So that's one that I personally began to change. I began to also get energy because in the past, you know, I would travel to Europe or Asia. You know, 40 50%. My life has travel. It takes a day out of your life on either end, your jet lag. And then even when you get to a Tokyo or Beijing or to Bangalore or the London, getting between sites of these customers is like a 45 minute, sometimes in our commute. Now I'm able to do many of these 25 30 minute call, so I set myself a goal to talk to 1000 chief security officers. I know a lot of CEOs and CFOs from my times at S A P and VM ware, but I didn't know many security officers who often either work for a CEO or report directly to the legal counsel on accountable to the audit committee of the board. And I got a list of these 1,002,000 people we called email them. Man, I gotta tell you, people willing to talk to me just coming, you know, into this I'm about 500 into that. And it was role modeling to my teams that the top of the company is willing to spend as much time as possible. And I have probably gotten a lot more productive in customer conversations now than ever before. And then the final piece of your question, which is what do we tell the customer in terms about portfolio? So these were just more the practices that I was able to adapt during this time that have given me energy on dial, kind of get scared of two things from the portfolio perspective. I think we began to don't notice two things. One is Theo entire move of migration and modernization around the cloud. I describe that as you know, for example, moving to Amazon is a migration opportunity to azure modernization. Is that whole Tan Xue Eminem? Migration of modernization is highly relevant right now. In fact, taking more speed data center spending might be on hold on freeze as people kind of holding till depend, emmick or the GDP recovers. But migration of modernization is accelerating, so we wanna accelerate that part of our portfolio. One of the products we have a cloud on Amazon or Cloud Health or Tan Xue and maybe the other offerings for the other public dog. The second part about portfolio that we're seeing acceleration around is distributed workforce security work from home work from anywhere. And that's that combination off workspace, one for both endpoint management, virtual desktops, common black envelope loud and the announcements we've now made with Z scaler for, uh, distributed work for security or what the analysts called secure access. So message. That's beautiful because everyone working from home, even if they come back to the office, needs a very different model of security and were now becoming a leader in that area. of security. So these two parts of the portfolio you take the five franchise pillars and put them into these two buckets. We began to see momentum. And the final thing, I would say, Guys, just on a soft note. You know, I've had to just think about ways in which I balance work and family. It's just really easy. You know what, 67 months into this pandemic to burn out? Ah, now I've encouraged my team. We've got to think about this as a marathon, not a sprint. Do the personal things that you wanna do that will make your life better through this pandemic. That in practice is that you keep after it. I'll give you one example. I began biking with my kids and during the summer months were able to bike later. Even now in the fall, we're able to do that often, and I hope that's a practice I'm able to do much more often, even after the pandemic. So develop some activities with your family or with the people that you love the most that are seeing you a lot more and hopefully enjoying that time with them that you will keep even after this pandemic ends. >>So, Sanjay, I love that you're spending all this time with CSOs. I mean, I have a Well, maybe not not 1000 but dozens. And they're such smart people. They're really, you know, in the thick of things you mentioned, you know, your partnership with the scale ahead. Scott Stricklin on who is the C. C so of Wyndham? He was talking about the security club. But since the pandemic, there's really three waves. There's the cloud security, the identity, access management and endpoint security. And one of the things that CSOs will tell you is the lack of talent is their biggest challenge. And they're drowning in all these products. And so how should we think about your approach to security and potentially simplifying their lives? >>Yeah. You know, Dave, we talked about this, I think last year, maybe the year before, and what we were trying to do in security was really simplified because the security industry is like 5000 vendors, and it's like, you know, going to a doctor and she tells you to stay healthy. You gotta have 5000 tablets. You just cannot eat that many tablets you take you days, weeks, maybe a month to eat that many tablets. So ah, grand simplification has to happen where that health becomes part of your diet. You eat your proteins and vegetables, you drink your water, do your exercise. And the analogy and security is we cannot deploy dozens of agents and hundreds of alerts and many, many consoles. Uh, infrastructure players like us that have control points. We have 70 million virtual machines. We have 75 million virtual switches. We have, you know, tens of million's off workspace, one of carbon black endpoints that we manage and secure its incumbent enough to take security and making a lot more part of the infrastructure. Reduce the need for dozens and dozens of point tools. And with that comes a grand simplification of both the labor involved in learning all these tools. Andi, eventually also the cost of ownership off those particular tool. So that's one other thing we're seeking to do is increasingly be apart off that education off security professionals were both investing in ah, lot of off, you know, kind of threat protection research on many of our folks you know who are in a threat. Behavioral analytics, you know, kind of thread research. And people have come out of deep hacking experience with the government and others give back to the community and teaching classes. Um, in universities, there are a couple of non profits that are really investing in security, transfer education off CSOs and their teams were contributing to that from the standpoint off the ways in which we can give back both in time talent and also a treasure. So I think is we think about this. You're going to see us making this a long term play. We have a billion dollar security business today. There's not many companies that have, you know, a billion dollar plus of security is probably just two or three, and some of them have hit a wall in terms of their progress sport. We want to be one of the leaders in cybersecurity, and we think we need to do this both in building great product satisfying customers. But then also investing in the learning, the training enable remember, one of the things of B M worlds bright is thes hands on labs and all the training enable that happened at this event. So we will use both our platform. We in world in a variety of about the virtual environments to ensure that we get the best education of security to professional. >>So >>that's gonna be exciting, Because if you look at some of the evaluations of some of the pure plays I mean, you're a cloud security business growing a triple digits and, you know, you see some of these guys with, you know, $30 billion valuations, But I wanted to ask you about the market, E v m. Where used to be so simple Right now, you guys have expanded your tam dramatically. How are you thinking about, you know, the market opportunity? You've got your five franchise platforms. I know you're very disciplined about identifying markets, and then, you know, saying, Okay, now we're gonna go compete. But how do you look at the market and the market data? Give us the update there. >>Yeah, I think. Dave, listen, you know, I like davinci statement. You know, simplicity is the greatest form of sophistication, and I think you've touched on something that which is cos we get bigger. You know, I've had the great privilege of working for two great companies. s a P and B M where the bulk of my last 15 plus years And if something I've learned, you know, it's very easy. Both companies was to throw these TLS three letter acronyms, okay? And I use an acronym and describing the three letter acronyms like er or s ex. I mean, they're all acronyms and a new employee who comes to this company. You know, Carol Property, for example. We just hired her from Google. Is our CMO her first comments like, My goodness, there is a lot of off acronyms here. I've gotta you need a glossary? I had the same reaction when I joined B. M or seven years ago and had the same reaction when I joined the S A. P 15 years ago. Now, of course, two or three years into it, you learn everything and it becomes part of your speed. We have toe constantly. It's like an accordion like you expanded by making it mawr of luminous and deep. But as you do that it gets complex, you then have to simplify it. And that's the job of all of us leaders and I this year, just exemplifying that I don't have it perfect. One of the gifts I do have this communication being able to simplify things. I recorded a five minute video off our five franchise pill. It's just so that the casual person didn't know VM where it could understand on. Then, when I'm on your shore and when on with Jim Cramer and CNBC, I try to simplify, simplify, simplify, simplify because the more you can talk and analogies and pictures, the more the casual user. I mean, of course, and some other audiences. I'm talking to investors. Get it on. Then, Of course, as you go deeper, it should be like progressive layers or feeling of an onion. You can get deeper. It's not like the entire discussion with Sanjay Putin on my team is like, you know, empty suit. It's a superficial discussion. We could go deeper, but you don't have to begin the discussion in the bowels off that, and that's really what we don't do. And then the other part of your question was, how do we think about new markets? You know, we always start with Listen, you sort of core in contact our borough come sort of Jeffrey Moore, Andi in the Jeffrey more context. You think about things that you do really well and then ask yourself outside of that what the Jason sees that are closest to you, that your customers are asking you to advance into on that, either organically to partnerships or through acquisitions. I think John and I talked about in the previous dialogue about the framework of build partner and by, and we always think about it in that order. Where do we advance and any of the moves we've made six years ago, seven years ago and I joined the I felt VM are needed to make a move into mobile to really cement opposition in end user computing. And it took me some time to convince my peers and then the board that we should by Air One, which at that time was the biggest acquisition we've ever done. Okay. Similarly, I'm sure prior to me about Joe Tucci, Pat Nelson. We're thinking about nice here, and I'm moving to networking. Those were too big, inorganic moves. +78 years of Raghu was very involved in that. The decisions we moved to the make the move in the public cloud myself. Rgu pack very involved in the decision. Their toe partner with Amazon, the change and divest be cloud air and then invested in organic effort around what's become the Claudia. That's an organic effort that was an acquisition fast forward to last year. It took me a while to really Are you internally convinced people and then make the move off the second biggest acquisition we made in carbon black and endpoint security cement the security story that we're talking about? Rgu did a similar piece of good work around ad monetization to justify that pivotal needed to come back in. So but you could see all these pieces being adjacent to the core, right? And then you ask yourself, Is that context meaning we could leave it to a partner like you don't see us get into the hardware game we're partnering with. Obviously, the players like Dell and HP, Lenovo and the smart Knick players like Intel in video. In Pensando, you see that as part of the Project Monterey announcement. But the adjacent seas, for example, last year into app modernization up the stack and into security, which I'd say Maura's adjacent horizontal to us. We're now made a lot more logical. And as we then convince ourselves that we could do it, convince our board, make the move, We then have to go and tell our customers. Right? And this entire effort of talking to CSOs What am I doing is doing the same thing that I did to my board last year, simplified to 15 minutes and get thousands of them to understand it. Received feedback, improve it, invest further. And actually, some of the moves were now making this year around our partnership in distributed Workforce Security and Cloud Security and Z scaler. What we're announcing an XDR and Security Analytics. All of the big announcements of security of this conference came from what we heard last year between the last 12 months of my last year. Well, you know, keynote around security, and now, and I predict next year it'll be even further. That's how you advance the puck every year. >>Sanjay, I want to get your thoughts. So now we have a couple minutes left. But we did pull the audience and the community to get some questions for you, since it's virtually wanted to get some representation there. So I got three questions for you. First question, what comes after Cloud and number two is VM Ware security company. And three. What company had you wish you had acquired? >>Oh, my goodness. Okay, the third one eyes gonna be the turkey is one, I think. Listen, because I'm gonna give you my personal opinion, and some of it was probably predates me, so I could probably safely So do that. And maybe put the blame on Joe Tucci or somebody else is no longer here. But let me kind of give you the first two. What comes after cloud? I think clouds gonna be with us for a long time. First off this multi cloud world, you just look at the moment, um, that AWS and azure and the other clouds all have. It's incredible on I think this that multi cloud from phenomenon. But if there's an adapt ation of it, it's gonna be three forms of cloud. People are really only focus today in private public cloud. You have to remember the edge and Telco Cloud and this pendulum off the right balance of workloads between the data center called it a private cloud. The public cloud on one end and the telco edge on the other end. I think we're in a really good position for workloads to really swing between all three of those locations. Three other part that I think comes as a sequel to Cloud is cloud native. All of the capabilities a serverless functions but also containers that you know. Obviously the one could think of that a sister topics to cloud but the entire world of containers. The other seat, uh, then cloud a cloud native will also be topics, but these were all fairly connected. That's how I'd answer the first question. A security company? Absolutely. We you know, we aspire to be one of the leading companies in cyber security. I don't think they will be only one. We have to show this by the wealth on breath of our customers. The revenue momentum we have Gartner ranking us or the analysts ranking us in top rights of magic quadrants being viewed as an innovator simplifying the stack. But listen, we weren't even on the radar. We weren't speaking of the security conferences years ago. Now we are. We have a billion dollar security business, 20,000 plus customers, really strong presences and network endpoint and workload and Cloud Security. The three Coppola's a lot more coming in Security analytics, Cloud Security distributed workforce Security. So we're here to stay. And if anything, BMR persist through this, we're planning for multi your five or 10 year timeframe. And in that course I mean, the competition is smaller. Companies that don't have the breadth and depth of the n words are Andy muscle and are going market. We just have to keep building great products and serving customer on the third man. There's so many. But I mean, I think Listen, when I was looking back, I always wondered this is before I joined so I could say the summit speculatively on. Don't you know, make this This is BMR. Sorry. This is Sanjay one's opinion. Not VM. I gotta make very, very clear. Well, listen, I would have if I was at BMO in 2012 or 2013. I would love to about service now then service. It was a great company. I don't even know maybe the company's talk, but then talk about a very successful company at that time now. Maybe their priorities were different. I wasn't at the company at the time, but I can speculate if that had happened, that would have been an interesting Now I think that was during the time of Paul Maritz here and and so on. So for them, maybe there were other priorities the company need to get done. But at that time, of course, today s so it's not as big of a even slightly bigger market cap than us. So that's not happening. But that's a great example of a good company that I think would have at that time fit very well with VM Ware. And then there's probably we don't look back and regret we move forward. I mean, I think about the acquisitions we have made the big ones. Okay, Nice era air watch pop in black. Pivotal. The big moves we've made in terms of partnership. Amazon. What? We're announcing this This, you know, this week within video and Z scaler. So you never look back and regret. You always look for >>follow up on that To follow up on that from a developer, entrepreneurial or partner Perspective. Can you share where the white spaces for people to innovate around vm Where where where can people partner and play. Whether I'm an entrepreneur in a garage or venture back, funded or say a partner pivoting and or resetting with Govind, where's the white spaces with them? >>I think that, you know, there's gonna be a number off places where the Tan Xue platform develops, as it kind of makes it relevant to developers. I mean, there's, I think the first way we think about this is to make ourselves relevant toe all of that ecosystem around the C I. C. D type apply platform. They're really good partners of ours. They're like, get lab, You know, all of the ways in which open source communities, you know will play alongside that Hash E Corp. Jay frog there number of these companies that are partnering with us and we're excited about all of their relevancy to tend to, and it's our job to go and make that marketplace better and better. You're going to hear more about that coming up from us on. Then there's the set of data companies, you know, con fluent. You know, of course, you've seen a big I p o of a snowflake. All of those data companies, we'll need a very natural synergy. If you think about the old days of middleware, middleware is always sort of separate from the database. I think that's starting to kind of coalesce. And Data and analytics placed on top of the modern day middleware, which is containers I think it's gonna be now does VM or play physically is a data company. We don't know today we're gonna partner very heavily. But picking the right set of partners been fluent is a good example of one on. There's many of the next generation database companies that you're going to see us partner with that will become part of that marketplace influence. And I think, as you see us certainly produce out the VM Ware marketplace for developers. I think this is gonna be a game changing opportunity for us to really take those five million developers and work with the leading companies. You know, I use the example of get Lab is an example get help there. Others that appeal to developers tie them into our developer framework. The one thing you learn about developers, you can't have a mindset. With that, you all come to just us. It's a very mingled village off multiple ecosystems and Venn diagrams that are coalescing. If you try to take over the world, the developer community just basically shuns you. You have to have a very vibrant way in which you are mingling, which is why I described. It's like, Listen, we want our developers to come to our conferences and reinvent and ignite and get the best experience of all those provide tools that coincide with everybody. You have to take a holistic view of this on if you do that over many years, just like the security topic. This is a multi year pursuit for us to be relevant. Developers. We feel good about the future being bright. >>David got five minutes e. >>I thought you were gonna say Zoom, Sanjay, that was That was my wildcard. >>Well, listen, you know, I think it was more recently and very fast catapult Thio success, and I don't know that that's clearly in the complete, you know, sweet spot of the anywhere. I mean, you know, unified collaboration would have probably put us in much more competition with teams and, well, back someone you always have to think about what's in the in the bailiwick of what's closest to us, but zooms a great partner. Uh, I mean, obviously you love to acquire anybody that's hot, but Eric's doing really well. I mean, Erica, I'm sure he had many people try to come to buy him. I'm just so proud of him as a friend of all that he was named to Time magazine Top 100. But what he's done is phenomenon. I think he could build a company that's just his important, his Facebook. So, you know, I encourage him. Don't sell, keep building the company and you'll build a company that's going to be, you know, the enterprise version of Facebook. And I think that's a tremendous opportunity to do this better than anybody else is doing. And you know, I'm as an immigrant. He's, you know, China. Born now American, I'm Indian born, American, assim immigrants. We both have a similar story. I learned a lot from him. I learned a lot from him, from on speed on speed and how to move fast, he tells me he learns a thing to do for me on scale. We teach each other. It's a beautiful friendship. >>We'll make sure you put in a good word for the Kiwi. One more zoom integration >>for a final word or the zoom that is the future Facebook of the enterprise. Whatever, Sanjay, Thank >>you for connecting with us. Virtually. It is a digital foundation. It is an unpredictable world. Um, it's gonna change. It could be software to find the operating models or changing you guys. We're changing how you serve customers with new chief up commercial customer officer you have in place, which is a new hire. Congratulations. And you guys were flexing with the market and you got a tailwind. So congratulations, >>John and Dave. Always a pleasure. We couldn't do this without the partnership. Also with you. Congratulations of Successful Cube. And in its new digital format, Thank you for being with us With VM world here on. Do you know all that you're doing to get the story out? The guests that you have on the show, they look forward, including the nonviable people like, Hey, can I get on the Cuban like, Absolutely. Because they look at your platform is away. I'm telling this story. Thanks for all you're doing. I wish you health and safety. >>I'm gonna bring more community. And Dave is, you know, and Sanjay, and it's easier without the travel. Get more interviews, tell more stories and tell the most important stories. And thank you for telling your story and VM World story here of the emerald 2020. Sanjay Poon in the chief operating officer here on the Cube I'm John for a day Volonte. Thanks for watching Cube Virtual. Thanks for watching.

>> Narrator: From around the globe, it's theCUBE covering HPE Discover Virtual Experience, brought to you by HPE. >> Welcome to theCUBE's coverage of HPE's Discover 2020, the Virtual Experience. I'm Lisa Martin and I'm pleased to be joined by Harshul Asnani, the Global Head of the Technology Business at HPE partner, Tech Mahindra. Harshul, great to have you on the program. >> Glad to be here. Thanks for having me. >> So, tell me about Tech Mahindra. I see on the website abbreviated as Tech M, give our audience an overview of Tech Mahindra, what you guys do. >> Sure. So Tech Mahindra is digital transformation consulting and technology services company operating at the intersection of IT engineering networks and BPO services. We have about 125,000 people operating in our 90 countries with about 5.2 billion in revenue, and have about 1,000 customers across key strategic verticles our largest being communications, media, and entertainment. And then we have other strong word because like technology, manufacturing, HLS, BFSI, the retail, and energy, and utilities. So that's broadly what we do, being in existence for well over 30 years now. >> And tell me about your role as the Head of the Global Technology Business. What have you seen transpire and evolve over the last few years, and especially the last three months with COVID? >> Sure. No, absolutely. I think, you see, we have organized a company around six strategic business units. They are these customer facing business units and I lead the one that focuses on technology and the high tech industry, if you will. I'm based in the Bay Area. And in this business unit, a large part of our business is, in some sense, 360 degree relationship with our customers, where not only do we sell into our customers, we also sell with and sell through our customers and also buy from them. So in that sense, it's a little different model in which we operate as compared to, say, other verticals that we have like manufacturing or BFSI or healthcare, but the relationship is largely customer and a supplier relationship. We have a full blown 360 degree relationship. It's very unique from that standpoint. And things have, you know, in some sense, dramatically shifted in the last three years, rather three months where we are seeing that, you know, amount of digital transformation, which was to happen over the next two years, has kind of happened in the last two months. So this is kind of pivoting a lot of enterprises, and including the tech sector, into an era where we are saying, how do we reposition ourselves to bring in more COVID-related solutions, both from a commercial standpoint, as well as a humanitarian standpoint, to deal with this crisis. So that it does in terms of changes that are happening out there in the industry, as well as in Tech Mahindra, as we can't forget ready fore-global and post -lobal. >> If you look at some of the specific trends that you're seeing during the COVID crisis, in the high tech segment, what are they? >> So, a couple of things have, we've looked at very differently. Supply chain for example, which is very crucial to high tech, is undergoing, in some sense, a metamorphoses shift. It's undergoing a seismic shift in the way supply chains are kind of reconfiguring themselves. You're also seeing customer experience kind of dramatically changing. Another thing that is coming in very, very strongly from a change perspective, it's kind of a storm that is brewing out there is, is how do we enable people to work remotely? We at Tech Mahindra, ourselves, had to enable 80,000 people in India who work remotely in a matter of weeks. And it's by no means an easy task to do which in a country where working from home is not really a culture. And also where we work, out of secure customer premises, even in India, our secure offshore locations in India, and all those people have now moved to their homes, and work out with their living rooms and bedrooms. And that was a sizable shift in the way we had to deal with our engagements, and with our customers. And so far so good, knock on wood, We have not had any issues. >> So Harshul, pivoting so quickly, as Tech M did to get your 80,000 employees in India to be able to work from home connectivity, all the challenges associated with that, goes hand in hand with your business, being able to deliver an exceptional customer experience, customer experience being an issue that you say is a rising trend amongst your customers. Customer experience and work from home these days go hand in hand, right? >> Absolutely. No, I think we also surprised ourselves with the pace at which we could move these 80,000 people to work from home in a matter of days, as I was saying, and as without missing customers. Our task was unimaginable in the pre-COVID era. And we will also surprised ourselves at the pace at which we could turn around COVID-related solutions so quickly with the help of partners like HPE that are today helping us pivot ourselves from one kind of old age solutions to the new age solutions, to the new normal today. And yeah, of course, and at the same time, we are to ensure that we enable the customer experience, and doing this on that while we repurpose our people to work from home. It was a challenge, and frankly, we surprised ourselves the way we did. >> So Harshul, talk to me about what, in these COVID crisis times, HPE and Tech Mahindra are doing together to help your customers accelerate, maybe adoption of new technologies that they need to for their businesses to thrive. >> Yeah, sure. No, that's a great question, Lisa. Let me start by saying that HPE is a very strategic partnership for us, and we see it as a coming together of two market leaders to deliver a very differentiated playbook of solutions for our customers. There is a robust set of products and solutions and edge offerings, edge gateways, converged edge systems, and clear analytics, combined with HPE's great GreenLake offers, which is around flexible consumption-based services, which helps align our customers' IT spend to deliver pretty much everything as a service. We kind of have already robust partner in HPE. And when you combine this with a Tech Mahindra's industry domain and technology depth, and the systems integration wherewithal that we bring in, it makes form, I believe, a very potent combination to drive, serious value to our customers, right? And given the COVID situation, we have kind of defined our relationship along three broad vectors based on the mutual synergies and where we believe we can quickly drive value. Firstly, what the solution white spaces that we want to address together? Secondly, what are the geographies that you want to operate in and third is, what are the industry verticals that we believe we can quickly focus on? So from a solutioning standpoint, there are four broad trust areas that we want to sharply focus on. Firstly IoT. It's been a strong partnership with HP with IoT. And we would like to continue that followed. With HBE's edge offerings, and converged edge systems, we have kind of demonstrated the possibilities of IoT solutions across smart cities, factories of the future, of energy and utilities and of Costa Rico. And we have some good success stories we already have with HPE that would like to build on, we have won some for significant smart city projects in India, in four different cities of India. And we also, by the way, won the Systems Integrator Award for Edge and IoT from HPE last year, and also the SI Partner of the Year for HPE last year. So we would like to continue to build on that. We all see already have a COE on IoT set up in Bangalore. It's a very unique COE that we're built up where we have showcasing solutions around a smart city or IoT, and also brought in Aruba gear as well, but solutions that are smart campuses, so on and so forth. So, that's number one. Number two is data center transformation. As hybrid cloud kind of takes root through our customers are now looking at transforming their data centers as well. And particularly with HPE's GreenLake, it becomes a very strategic commercial tool for us to bring on demand paper, use models, elasticity, kind of the, as I was talking about, the flexible consumption services model, which is so unique today, as we help customers reduce their capex and get them to pay by the drink, if you will. Now that becomes very, very relevant in the COVID times. And last but not the least, our focus is also on network of the future. When I say that our partnership with HPE is really pivoted around 5G, as DNFE and private LTE solutions. For example, you know, HPE's private LTE network, which is essentially powered by HPE's EL300 and EL4000 converged edge systems. It's kind augmented by our industrial IoT expertise. And it includes a reintegrated, off the shelf, industrial IoT application from Tech Manhira. It's a kind of an end to end solution that uses the breakthrough innovation such as small sales EPC, and smart multi-access edge compute. So, we are staying sharply focused on these areas. And we started seeing the results, and given the goals in this scenario, we have evolved a bunch of use cases very quickly in multiple industry areas. And bought from a commercial library standpoint, and also importantly, on a humanitarian level, what we can do together. For example, in Italy, as the pandemic was raging. As many of you will know, a ship force can order into a hospital, probably 1,000 bed hospital, and HPE stepped in, and they brought in the Aruba gear to put up network together, the infrastructure and the connectivity to bring together, and take Manhira, which has a rapid response healthcare solution who help with remote patient diagnostics and monitoring. Kind of brought in that solution along with HPE, to bear in Italy as the pandemic was raging. So that's just an example of how we are partnering at multiple levels. You know, created a solution around workspace as a service, as an remote working becomes a new normal. >> Right. >> With HPE on that. So a bunch of other solutions as well, Lisa. >> Sounds like you guys have done a great job of, as you mentioned in the beginning of our time here, rapidly pivoting within Tech Mahindra, as you said, it actually kind of surprised ourselves to what you were doing with HPE to deploy rapidly in Italy, to I can only imagine helping customers accelerate projects like smart cities and smart factories where suddenly we need sensors on more things. Harshul, I thank you so much for spending time with us on theCUBE today. Exciting topics. We can't wait to see where this goes. >> Well, thank you so much, Lisa, for your time. It was great talking to you. >> Excellent. My pleasure. For Harshul, I'm Lisa Martin, and you're watching theCUBE's coverage of HPE Discover 2020. Thanks for watching. (gentle music)

>> From around the globe. It's theCUBE, with digital coverage of DockerCon Live 2020. brought to you by Docker and its ecosystem partners. >> Hello and welcome to DockerCon 2020. I'm John Furrier here in the DockerCon virtual studios. It's CUBE studios it's theCUBE virtual meets DuckerCon 2020 virtual event with my coach, Jenny Barocio and Peter McKee, as well as Brett Fisher, over on the captains who's doing his sessions. This is the wrap up of the long day of continuous amazing action packed DockerCon 2020. Jenny and Peter, what a day we still got the energy. We can go another 24 hours, let's do it now. This is a wrap up. So exciting day, tons of sessions, great feedback. Twitter's on fire the chats and engagements are on fire, but this is the time where we do the most coveted piece, the community awards, so Jenny, this is the time for you to deliver the drum roll for the community awards, take it away. >> Okay, (mumbles) It's the past few years and have been able to recognize those in the community that deliver so much to everyone else. And even though we're wrapping up here, there is still other content going on because we just couldn't stop till five o'clock. Peter what's happening right now? >> Yeah, so over in the Devs in Action channel, we have earning Docker Daemon with rootless mode. That's still going on, should be a great talk. And then in the How To channel, we have transforming open source into live service with Docker. They're still running now, two great talks. >> Awesome, and then the captains are still going. I think they probably started the after party already, although this channel's going to wait till, you know, 30 more minutes for that one. So if you're an after party mode, definitely go check out after we announced the awards, Brett and Marcos and Jeff and the captain's channel. So, we have some great things to share. And I mentioned it in my last segment, but nothing happens without the collective community. DockerCon is no exception. So, I really just want to take a moment again to thank the Docker team, the attendees, our sponsors and our community leaders and captains. They've been all over the virtual conference today, just like they would have been at a real conference. And I love the energy. You know, as an organizer planning a virtual event, there's always the concern of how it's going to work. Right, this is new for lots of people, but I'm in Florida and I'm thrilled with how everyone showed up today. Yeah, for sure. And to the community done some excellent things, Marcus, over them in the Captain's channel, he has built out PWD play with Docker. So, if you haven't checked that out, please go check that out. We going to be doing some really great things with that. Adding some, I think I mentioned earlier in the day, but we're adding a lot of great content into their. A lot more labs, so, please go check that out. And then talking about the community leaders, you know, they bring a lot to the community. They put there their free time in, right? No one paying them. And they do it just out of sheer joy to give back to the community organizing events. I don't know if you ever organized an event Jenny I know you have, but they take a lot of time, right? You have to plan everything, you have to get sponsors, you have to find out place to host. And now with virtual, you have to figure out how you're going to deliver the feel of a meetup in virtually. And we just had our community summit the other day and we heard from the community leaders, what they're doing, they're doing some really cool stuff. Live streaming, Discord, pulling in a lot of tools to be able to kind of recreate that, feel of being together as a community. So super excited and really appreciate all the community leaders for putting in the extra effort one of these times. >> Yeah, for really adapting and continuing in their mission and their passion to share and to teach. So, we want to recognize a few of those awesome community leaders. And I think we get to it right now Peter, are you ready? >> Set, let's go for it, right away. >> All right, so, the first community leaders are from Docker Bangalore and they are rocking it. Sangam Biradar, Ajeet singh Raina and Saiyam Pathak, thank you all so much for your commitment to this community. >> All right, and the next one we have is Docker Panang. Thank you so much to Sujay Pillai, did a great job. >> Got to love that picture and that shirt, right? >> Yeah. >> All right, next up, we'd love to recognize Docker Rio, Camila Martins, Andre Fernande, long time community leaders. >> Yeah, if I ever get a chance that's. I have a bunch of them that I want to go travel and visit but Rio is on top of list I think. >> And then also-- >> Rio maybe That could be part of the award, it's, you get to. >> I can deliver. >> Go there, bring them their awards in person now, as soon as we can do that again. >> That would be awesome, that'd be awesome. Okay, the next one is Docker Guatemala And Marcos Cano, really appreciate it and that is awesome. >> Awesome Marcos has done, has organized and put on so many meetups this last year. Really, really amazing. All right, next one is Docker Budapest and Lajos Papp, Karoly Kass and Bence Lvady, awesome. So, the mentorship and leadership coming out of this community is fantastic and you know, we're so thrilled to write, now is you. >> All right, and then we go to Docker Algeria. Yeah we got some great all over the country it's so cool to see. But Ayoub Benaissa, it's been great look at that great picture in background, thank you so much. >> I think we need we need some clap sound effects here. >> Yeah where's Beth. >> I'm clapping. >> Lets, lets. >> Alright. >> Last one, Docker Chicago, Mark Panthofer. After Chicago, Docker Milwaukee and Docker Madison one meet up is not enough for Mark. So, Mark, thank you so much for spreading your Docker knowledge throughout multiple locations. >> Yeah, and I'll buy half a Docker. Thank you to all of our winners and all of our community leaders. We really, really appreciate it. >> All right, and the next award I have the pleasure of giving is the Docker Captain's Award. And if you're not familiar with captains, Docker captains are recognized by Docker for their outstanding contributions to the community. And this year's winner was selected by his fellow captains for his tireless commitment to that community. On behalf of Docker and the captains. And I'm sure the many many people that you have helped, all 13.3 million of them on Stack Overflow and countless others on other platforms, the 2020 tip of the Captain's Hat award winner is Brandon Mitchell, so so deserving. And luckily Brandon made it super easy for me to put together this slide because he took his free DockerCon selfie wearing his Captains' Hat, so it worked out perfectly. >> Yeah, I have seen Brandon not only on Stack Overflow, but in our community Slack answering questions, just in the general area where everybody. The questions are random. You have everybody from intermediate to beginners and Brandon is always in there answering questions. It's a huge help. >> Yeah, always in there answering questions, sharing code, always providing feedback to the Docker team. Just such a great voice, both in and out for Docker. I mean, we're so proud to have you as a captain, Brandon. And I'm so excited to give you this award. All right, so, that was the most fun, right? We get to do the community awards. Do you want to do any sort of recap on the day? >> What was your favorite session? What was your favorite tweet? Favorite tweet was absolutely Peter screenshotting his parents. >> Mom mom my dear mom, it's sweet though, that's sweet. I appreciate it, can't believe they gave me an award. >> Yeah, I mean, have they ever seen you do a work presentation before? >> No, they've seen me lecture my kids a lot and I can go on about life's lessons and then I'm not sure if it's the same thing but yeah. >> I don't think so. >> No they have never see me. >> Peter you got to get the awards for the kids. That's the secret to success, you know, and captain awards and the community household awards for the kids. >> Yeah, well I am grooming my second daughter, she teaches go to afterschool kids and never thought she would be interested in programming cause when she was younger she wasn't interested in, but yes, super interested in now I have to, going to bring her into the community now, yeah. >> All right, well, great awards. Jenny is there any more awards, we good on the awards? >> Nope, we are good on the awards, but certainly not the thank yous is for today. It's an absolute honor to put on an event like this and have the community show up, have our speakers show up have the Docker team show up, right? And I'm just really thrilled. And I think the feedback has been phenomenal so far. And so I just really want to thank our speakers and our sponsors and know that, you know, while DockerCon may be over, like what we did today here and it never ends. So, thank you, let's continue the conversation. There's still things going on and tons of sessions on demand now, you can catch up, okay. >> One more thing, I have to remind everybody. I mentioned it earlier, but I got to say it again go back, watch the keynote. And I'll say at this time there is an Easter egg in there. I don't think anybody's found it yet. But if you do, tweet me and might be a surprise. >> Well you guys-- >> Are you watching your tweet feed right now? Because you're going to get quite a few. >> Yeah, it's probably blowing up right now. >> Well you got to get on a keynote deck for sure. Guys, it's been great, you guys have been phenomenal. It's been a great partnership, the co-creation this event. And again, what's blows me away is the global reach of the event, the interaction, the engagement and the cost was zero to attend. And that's all possible because of the sponsors. Again, shout out to Amazon web services, Microsoft Azure Engine X, Cockroach Labs and sneak of Platinum sponsors. And also we had some ecosystem sponsors. And if you liked the event, go to the sponsors and say hello and say, thank you. They're all listed on the page, hit their sessions and they really make it possible. So, all this effort on all sides have been great. So, awesome, I learned a lot. Thanks everyone for watching. Peter you want to get a final word and then I'll give Jenny the final, final word. >> No again, yes, thank you, thank you everybody. It's been great, theCUBE has been phenomenal. People behind the scenes has been just utterly professional. And thank you Jenny, if anybody doesn't know, you guys don't know how much Jenny shepherds this whole process through she's our captain internally making sure everything stays on track and gets done. You cannot even imagine what she does. It's incredible, so thank you, Jenny. I really, really appreciate it. >> Jenny, take us home, wrap this up 2020, dockerCon. >> All Right. >> In the books, but it's going to be on demand. It's 365 days a year now, come on final word. >> It's not over, it's not over. Community we will see you tomorrow. We will continue to see you, thank you to everyone. I had a great day, I hope everyone else did too. And happy DockerCon 2020, see you next year. >> Okay, that's a wrap, see on the internet, everyone. I'm John, for Jenny and Peter, thank you so much for your time and attention throughout the day. If you were coming in and out, remember, go see those sessions are on a calendar, but now they're a catalog of content and consume and have a great evening. Thanks for watching. (upbeat music)

>>From the cube studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is a cute conversation. >>Hi, I'm Stu middleman and welcome to a cube conversation. I'm coming to you from the cubes East coast studio offices and joining me is one of our cube alums from the earliest cube event that we ever did. He's also one of our guests hosts a long time friend of the program. Someone I've known for a long time. John Troyer, the chief reckoner at tech reckoning. John, so good to see you. Thanks so much for joining us. >>Hey Steve. Thanks for having me on dialing in here from sunny half moon Bay, California. >>All right, well John, you know, first of all it's been good to talk to you a bunch. You know, normally, uh, we would be seeing you at a number of the conferences of course, with today's global pandemic. Uh, it stopped us seeing in person, but I tell you a month ago you held the influencer marketing council and it was one of those weeks where it was just kind of everything's changing. The world is upside down. And it was just so nice to talk to, you know, so many of our peers in the community, the people that we've known for a long time and just, you know, commiserate a little bit at first and then, you know, all share as to how we're moving forward and what we're doing. So, you know, bring us up to speed as to, you know, what you're seeing out there in the community. >>Sure, sure. Well, let's do, I mean that's one of the ironies of, of the place we're at here, right? We are learning that connection is so important. We know it is, but we tend to lump it in together with conferences and with sales calls and seminars, webinars, and we're learning that this kind of connection, these relationships are what we as humans are built on. And also what business is built on businesses, built of relationships. So I work a lot with, uh, companies doing work with their practitioner, communities with advocacy, customer advocacy, partner, advocacy with influencers outside their ecosystem. These kinds of relationship based ways to get attention in ways to fill the, you know, the funnel and um, you know, they've really kind of been both pulled apart and, and, and put center stage on this current with our current pandemic. >>Yeah. It's interesting cause you think about like, you know, what was online before and there and a lot of communities you think about, you know, the forums there, the way you communicate, um, you know, lots of online things. Sure. Meetups are a huge part of what goes on and those big events that you get together. So is there anything you've seen that's drastically changed obviously from an event standpoint, you know, w we'll spend some time talking about virtual events, uh, and the like, but you know, influencer groups, uh, the, you know, kind of V experts and MVPs of the world. Uh, you know, has there been any immediate impact on those groups? >>Well, sure. I mean they're all, a lot of times there are, like you said, there is a component of offline as well as online to these programs. I mean going back to the vendor side, the org charts are, are always confused in the first place. Does this belong in digital? Does this belong somewhere else? But the best programs always have face to face meetings. And of course those are off the table now. So that, that really of levels the playing field in a certain way, you still have people at home, the people who are working are working harder than ever. A lot of layoffs in the industry. So those people are kind of, uh, either, you know, trying to cope. Some of them are, have time for more creative outlets. So we're seeing a resurgence in people making content and discussions in online forums and online discussion. So that's really interesting. A lot of >>John John sourdough bread, you forgot the sourdough bread. >>Bacon, sourdough bread. I made some this morning. It was pretty good. You know, the nice thing is it levels the playing field, right? Whether you're in Croatia or Cleveland or, or you know, the middle of Silicon Valley, you can start to attend these things. I mean, I know some folks who were saying, you know, I was hampered by attending meetups because I, you know, I have a family or a childcare, I job duties and now they're able to attend virtually. So even if they, even if it's in a different city. So in some ways this is a great leveler. This, this allows us everyone to participate to the level of their interest and their energy, you know, but there are downsides. >>Yeah, no, absolutely. One of the questions, they were always the people like, Oh, I'm feeling left out because I'm not at that event. Well, you know, absolutely. You mentioned, you know, the home strains are there, you know, if you had a family situation that might've kept you from traveling, well, chances are you probably have some family things that might not free you up to be able to spend, you know, multiple hours doing things. But it shifts it and it does level the playing field. So, right. You know, whether I'm sitting in Bangalore, India, you know, somewhere in Croatia or you know, in Silicon Valley, uh, they're all sitting at home right now. And you know, all looking through their webcams and talking through the internet. So um, sounds like right, they're there. Um, I'm curious if you think there will be lessons learned and it is early days of course, but one of the questions we say is, you know, what will we have the takeaway from there and what will be permanent? Um, when we talk about say communities and how we engage with them. >>Well the whole kind of community developer relations space is, is always a little bit, uh, it's a little bit aside from revenue producing, right? So it's not quite straight marketing, it's not really revenue producing. So there's always a tension there in the, in the tech community, the folks that are connected to their business, the folks that are, have developed relationships and have that already created asset of these, of these existing relationships are doing well, especially if they're connected back to their business. Cause this is a time to make those connections to retrench. My family is talking a lot more and your ecosystem, your tech families should be talking a lot more of your customers and partners. So those folks are doing well. We've also seen a lot of layoffs because these are seen in some companies as not essential or as non. Yeah, just nonproductive. And if I got cut something, you know, the community team goes, if it's not strategically connected to uh, you know, back to back to the business. So I think one of the lessons is those relationships in a time like this are, are strategically important. And I mean, we can drill down on that, but I think that's going to be one of the takeaways that the companies that have built these networks and built their strong ecosystems are going to come out. The winners here, I >>mean, John, you brought up a big point here as we speak right now. I think the number in the U S is over the last five weeks, it's about 30 million people that are out of a job. Those are staggering numbers. I mean, it had been decades, you know, there was never a million of new unemployed here in 30 million. Just, you know, does boggle the mind. Um, then you have companies like Amazon that if I hired 170,000 people, and it's not just the manufacturing, uh, you know, in the, uh, and the distribution of things. I've seen people get hired by AWS, uh, during these times, but it is, uh, you know, it feels that there's a little bit of thawing on some of the movement of some people that had jobs frozen a month ago now seem that they are now moving through the system again there. But absolutely the financial ripples of what's happening here are something that is going to be with us for many quarters going forward. >>Yeah. Yeah. I think one of the other lessons that we'll learn is the nature of events, right? We have a, we were in event overload. The cube is a witness to that. You're on the road many, many weeks a year. In fact, you have to, you have to clone yourself. You're, you're, there's so many. You have multiple teams out on the road during, during conference season, and a lot of people were saying, there's too much. I can't get this. There's just too many events. I can't go to the mall, I can't even pay attention to them. Well now we're trying to take all those events and school in, squirt them through the tiny pinhole of a digital experience and a Twitter and Facebook and video like this. You had a multichannel, very rich interactive experience. You could get somebody to commit and get away from their, uh, their house for a few days and pay attention. We're beginning, I think to rethink what this, how this marketing playbook works, right? The people event is from is, has many different roles. >>Yeah, no, you're absolutely right. Donna. I had been asking for a few years to dial down some of my travel. I didn't ask for it to go to zero. Um, so be careful what you wish for out there, but you know, good. You know, I'm glad you brought up the, you know, virtual events, digital events, whatever you want to call them. Um, we know as an industry that there is work to be done to make them better. Uh, you were just an interruption or a mouse. Click away from being pulled away, um, from this online environment. And everyone is learning as we go. We've been spending a lot of time working with companies, trying to learn lessons, trying to, you know, ask the questions about what is critically important and you know, engagement. That's tough. You know, we know community John is something that isn't that you just stand it up. It is constant care and feeding and when events going on community's a piece of that thing. Um, and you know, how do we maintain that in a virtual world? So anything you've seen that you like or things that you'd like to see more when it comes to, you know, how do we make things engaging and how do you make people feel welcomed and part of it rather than just I'm watching something on the web and streaming content at me. >>I think there's a few things. One is we're blowing the digital experience apart right there. There are multiple jobs to be done. There are multiple audiences. I went to a big conference today. I'm not a practitioner for this particular tech company. I'm not interested in all the breakouts. I am interested in the keynotes and I would be interested in some networking. So a large part of kind of community development relationship, all these, this relationship building happens during and after their dinners and receptions and things like that. So you can replace that and it doesn't have to be, you know, right after the big keynote. So we're, we're breaking these things apart. I see people, I've talked to different vendors, breaking big events into a series of smaller events, breaking it into audiences and executive series of events or practitioner series of events. And then I think frankly, the produced thing, the produce component of the show, uh, can, can use an upgrade to, I mean, I, I'm looking at the way our TV talk shows have adapted over the last month or two and they all started off with like a crappy web cam or, or an iPhone. >>And now that many of them are, have a very interesting format that have adapted to their hosts and their guests being both at home and separate. So you know that there's a, there's a psychological through comfort level and through line to having an anchor to having a host, things like that that maybe isn't necessary when you're there, your 5,000 people in an auditorium and clapping. It's just a different feeling. >>So John, are we calling to see, you know, which executive has a child that can help with some hand drawn, uh, slides and things that they can put up there? Uh, you never know. That'd be interesting. >>Many people have commented that they like the evening news now when the, when the kids and the wife and the dog and the, and the husband interrupt, right? It's, it's humanizing. And frankly that's my, that's my business. And that's what I help companies do is, is humanize themselves and, and, and the, you know, you can sprinkle a little bit in. I mean, we'll get tired of the kids hand drawn stuff, you know, if we're in, if we're at stay at home for too many more months. >>Yeah. You know, I kind of want our enterprise sales. Is that the message we want going through when we want you to do, you know, a subscription that will be millions of dollars a year, um, that there's a hand drawn thing. So a little bit of a gap between the enterprise, uh, and uh, you know what they might say, but you bring up a really good point, right John, that, that experience, uh, personalizing it absolutely is something that can be done. Uh, you know, one of the things we've been talking to all our of our clients about is you don't just take a physical event and lifted onto some website and think that, you know, you're going to have some success, that you need to think about that audience, focus on what they do. You know, we're always of course focusing on the cube is, you know, we want really good con, uh, content and you know, real conversations with people and, you know, you brought up, right, that that interaction that I get at shows. How much can I make people feel that I've talked to people. Um, you should be able to get more, you know, executive access. Uh, and if you're a customer, you know, I, I've heard some good things. It's like, Hey, you want to break out and talk to an se, you know, live on a chat. The platforms can enable that sort of thing. So you know, you to be able to talk, you want to be able to make it personal down to small groups or even individuals. Um, and there is the opportunity to do that. >>Yeah. A lot of times people talk about the hallway track. Yeah. You gotta realize the hallway track is not the same for everybody. If you have gone to the same conference for 10 years and you know a lot of the people and see familiar faces, the hallway track is great. You run into people, Oh, Hey, Oh, Hey, uh, and that's when the real work gets done. But if you are a newcomer to an ecosystem, if you are a new prospect coming in here, uh, even if I provided you the same virtual hallway track, it's, it's not gonna work for you. So again, we come back to the companies that have established these relationships, who have built these, uh, you know, have these onboarding experiences now are going to be the winners. If you just have a bunch of strangers, I mean, you might as well just do an hour webinar and see who you can spam, you know, get your, get your internal sales team to call everybody the next day. Right. >>Uh, I'm, I'm, I'm listening to you and I'm thinking of, you know, the blogger lounge at VM world where, you know, you and I go and we know lots of people, but we also meet lots of new people because they show up and everybody is like, Hey, you need to meet all of these other people. So you're right. There's ways to be able to take those influencers and those people to help concierge, help make connections, um, and do those things >>well. A real core with tips though, single track things work really well for those scale events because you can just drop in, you know exactly what's live multi-track, very much harder to figure out what's going on live. I know it's live. The other thing I've seen from a lot of, uh, tech community events is an accompanying Slack with prerecorded talks and with the speaker then in different Slack channels, the speakers there, you can chit chat while it's live. So if Slack or any kind of chat, uh, but Slack, you know, if you're already in this community Slack, that works really well. So this kind of dual multichannel live interaction I think can be one of the things that works right away. >>Yeah, absolutely. You know, little little plug that similar to what we'll have for dr Tom. So on the content tracks, uh, you know, most of them I believe will be, you know, recorded ahead of time. So those experts, you'll actually be able to ask questions, there'll be interacting in real time, uh, you know, whether you'd like it threaded or unthreaded. There's, there's options that we're choosing on that kind of stuff. All right. Uh, John, want to give you the final word? Uh, you know, obviously we're, we're kind of in the middle of things here. You know, it feels like we're in the new abnormal if it were, but you know, right here at the end of April, just about into may, some States are opening up. We don't know when we'll be able to go from 10 people to 25 to 50 or more people. So, you know, try trying to understand some of those pieces. What are you looking for going forward? Uh, any last tips you want to give the community? >>Well, I think, I think we're in, I think we're in kind of in here for a long haul. It's at least before we bring 80,000 a hundred thousand people together from all over the world. So you know, the old saw is, you know, the best time to plant a tree was 20 years ago. The best, the second best time is today. You, you, you figure out what your metrics are, they're not going to be the same as the old metrics. You figure out what your, your audiences are looking for, what's in it for them. Do they want training? Do they want networking? And you start to deliver it to them. And you, and you iterate. None of us look community people and, and, and developer relations people aren't experts at digital marketing event. People aren't experts at digital marketing. In fact, they, all, the digital marketing people aren't experts at digital marketing in this context. So we're all learning and, and you know, it's gonna there's going to be a lot of money spent and we'll figure it out eventually. You know, I think over the course of this year, >>yeah, absolutely. It's the learning mindset is what we all need. Uh, the, the things that have, you know, brought my spirits up the most, are the communities engaging, uh, whether it's working on the pandemic or just, you know, sharing what they've seen, what they'd like to do better. Uh, that collaboration has been, uh, something really good to see. Alright, John Troyer great to see you as always, uh, look forward to, uh, talking much more with you in the future. And, uh, thanks again. Thanks for having me. Students stay safe. Alright, I'm Stu Miniman. Thanks as always for joining us and watching the queue.

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