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SiliconANGLE News | Beyond the Buzz: A deep dive into the impact of AI


 

(upbeat music) >> Hello, everyone, welcome to theCUBE. I'm John Furrier, the host of theCUBE in Palo Alto, California. Also it's SiliconANGLE News. Got two great guests here to talk about AI, the impact of the future of the internet, the applications, the people. Amr Awadallah, the founder and CEO, Ed Alban is the CEO of Vectara, a new startup that emerged out of the original Cloudera, I would say, 'cause Amr's known, famous for the Cloudera founding, which was really the beginning of the big data movement. And now as AI goes mainstream, there's so much to talk about, so much to go on. And plus the new company is one of the, now what I call the wave, this next big wave, I call it the fifth wave in the industry. You know, you had PCs, you had the internet, you had mobile. This generative AI thing is real. And you're starting to see startups come out in droves. Amr obviously was founder of Cloudera, Big Data, and now Vectara. And Ed Albanese, you guys have a new company. Welcome to the show. >> Thank you. It's great to be here. >> So great to see you. Now the story is theCUBE started in the Cloudera office. Thanks to you, and your friendly entrepreneurship views that you have. We got to know each other over the years. But Cloudera had Hadoop, which was the beginning of what I call the big data wave, which then became what we now call data lakes, data oceans, and data infrastructure that's developed from that. It's almost interesting to look back 12 plus years, and see that what AI is doing now, right now, is opening up the eyes to the mainstream, and the application's almost mind blowing. You know, Sati Natel called it the Mosaic Moment, didn't say Netscape, he built Netscape (laughing) but called it the Mosaic Moment. You're seeing companies in startups, kind of the alpha geeks running here, because this is the new frontier, and there's real meat on the bone, in terms of like things to do. Why? Why is this happening now? What's is the confluence of the forces happening, that are making this happen? >> Yeah, I mean if you go back to the Cloudera days, with big data, and so on, that was more about data processing. Like how can we process data, so we can extract numbers from it, and do reporting, and maybe take some actions, like this is a fraud transaction, or this is not. And in the meanwhile, many of the researchers working in the neural network, and deep neural network space, were trying to focus on data understanding, like how can I understand the data, and learn from it, so I can take actual actions, based on the data directly, just like a human does. And we were only good at doing that at the level of somebody who was five years old, or seven years old, all the way until about 2013. And starting in 2013, which is only 10 years ago, a number of key innovations started taking place, and each one added on. It was no major innovation that just took place. It was a couple of really incremental ones, but they added on top of each other, in a very exponentially additive way, that led to, by the end of 2019, we now have models, deep neural network models, that can read and understand human text just like we do. Right? And they can reason about it, and argue with you, and explain it to you. And I think that's what is unlocking this whole new wave of innovation that we're seeing right now. So data understanding would be the essence of it. >> So it's not a Big Bang kind of theory, it's been evolving over time, and I think that the tipping point has been the advancements and other things. I mean look at cloud computing, and look how fast it just crept up on AWS. I mean AWS you back three, five years ago, I was talking to Swami yesterday, and their big news about AI, expanding the Hugging Face's relationship with AWS. And just three, five years ago, there wasn't a model training models out there. But as compute comes out, and you got more horsepower,, these large language models, these foundational models, they're flexible, they're not monolithic silos, they're interacting. There's a whole new, almost fusion of data happening. Do you see that? I mean is that part of this? >> Of course, of course. I mean this wave is building on all the previous waves. We wouldn't be at this point if we did not have hardware that can scale, in a very efficient way. We wouldn't be at this point, if we don't have data that we're collecting about everything we do, that we're able to process in this way. So this, this movement, this motion, this phase we're in, absolutely builds on the shoulders of all the previous phases. For some of the observers from the outside, when they see chatGPT for the first time, for them was like, "Oh my god, this just happened overnight." Like it didn't happen overnight. (laughing) GPT itself, like GPT3, which is what chatGPT is based on, was released a year ahead of chatGPT, and many of us were seeing the power it can provide, and what it can do. I don't know if Ed agrees with that. >> Yeah, Ed? >> I do. Although I would acknowledge that the possibilities now, because of what we've hit from a maturity standpoint, have just opened up in an incredible way, that just wasn't tenable even three years ago. And that's what makes it, it's true that it developed incrementally, in the same way that, you know, the possibilities of a mobile handheld device, you know, in 2006 were there, but when the iPhone came out, the possibilities just exploded. And that's the moment we're in. >> Well, I've had many conversations over the past couple months around this area with chatGPT. John Markoff told me the other day, that he calls it, "The five dollar toy," because it's not that big of a deal, in context to what AI's doing behind the scenes, and all the work that's done on ethics, that's happened over the years, but it has woken up the mainstream, so everyone immediately jumps to ethics. "Does it work? "It's not factual," And everyone who's inside the industry is like, "This is amazing." 'Cause you have two schools of thought there. One's like, people that think this is now the beginning of next gen, this is now we're here, this ain't your grandfather's chatbot, okay?" With NLP, it's got reasoning, it's got other things. >> I'm in that camp for sure. >> Yeah. Well I mean, everyone who knows what's going on is in that camp. And as the naysayers start to get through this, and they go, "Wow, it's not just plagiarizing homework, "it's helping me be better. "Like it could rewrite my memo, "bring the lead to the top." It's so the format of the user interface is interesting, but it's still a data-driven app. >> Absolutely. >> So where does it go from here? 'Cause I'm not even calling this the first ending. This is like pregame, in my opinion. What do you guys see this going, in terms of scratching the surface to what happens next? >> I mean, I'll start with, I just don't see how an application is going to look the same in the next three years. Who's going to want to input data manually, in a form field? Who is going to want, or expect, to have to put in some text in a search box, and then read through 15 different possibilities, and try to figure out which one of them actually most closely resembles the question they asked? You know, I don't see that happening. Who's going to start with an absolute blank sheet of paper, and expect no help? That is not how an application will work in the next three years, and it's going to fundamentally change how people interact and spend time with opening any element on their mobile phone, or on their computer, to get something done. >> Yes. I agree with that. Like every single application, over the next five years, will be rewritten, to fit within this model. So imagine an HR application, I don't want to name companies, but imagine an HR application, and you go into application and you clicking on buttons, because you want to take two weeks of vacation, and menus, and clicking here and there, reasons and managers, versus just telling the system, "I'm taking two weeks of vacation, going to Las Vegas," book it, done. >> Yeah. >> And the system just does it for you. If you weren't completing in your input, in your description, for what you want, then the system asks you back, "Did you mean this? "Did you mean that? "Were you trying to also do this as well?" >> Yeah. >> "What was the reason?" And that will fit it for you, and just do it for you. So I think the user interface that we have with apps, is going to change to be very similar to the user interface that we have with each other. And that's why all these apps will need to evolve. >> I know we don't have a lot of time, 'cause you guys are very busy, but I want to definitely have multiple segments with you guys, on this topic, because there's so much to talk about. There's a lot of parallels going on here. I was talking again with Swami who runs all the AI database at AWS, and I asked him, I go, "This feels a lot like the original AWS. "You don't have to provision a data center." A lot of this heavy lifting on the back end, is these large language models, with these foundational models. So the bottleneck in the past, was the energy, and cost to actually do it. Now you're seeing it being stood up faster. So there's definitely going to be a tsunami of apps. I would see that clearly. What is it? We don't know yet. But also people who are going to leverage the fact that I can get started building value. So I see a startup boom coming, and I see an application tsunami of refactoring things. >> Yes. >> So the replatforming is already kind of happening. >> Yes, >> OpenAI, chatGPT, whatever. So that's going to be a developer environment. I mean if Amazon turns this into an API, or a Microsoft, what you guys are doing. >> We're turning it into API as well. That's part of what we're doing as well, yes. >> This is why this is exciting. Amr, you've lived the big data dream, and and we used to talk, if you didn't have a big data problem, if you weren't full of data, you weren't really getting it. Now people have all the data, and they got to stand this up. >> Yeah. >> So the analogy is again, the mobile, I like the mobile movement, and using mobile as an analogy, most companies were not building for a mobile environment, right? They were just building for the web, and legacy way of doing apps. And as soon as the user expectations shifted, that my expectation now, I need to be able to do my job on this small screen, on the mobile device with a touchscreen. Everybody had to invest in re-architecting, and re-implementing every single app, to fit within that model, and that model of interaction. And we are seeing the exact same thing happen now. And one of the core things we're focused on at Vectara, is how to simplify that for organizations, because a lot of them are overwhelmed by large language models, and ML. >> They don't have the staff. >> Yeah, yeah, yeah. They're understaffed, they don't have the skills. >> But they got developers, they've got DevOps, right? >> Yes. >> So they have the DevSecOps going on. >> Exactly, yes. >> So our goal is to simplify it enough for them that they can start leveraging this technology effectively, within their applications. >> Ed, you're the COO of the company, obviously a startup. You guys are growing. You got great backup, and good team. You've also done a lot of business development, and technical business development in this area. If you look at the landscape right now, and I agree the apps are coming, every company I talk to, that has that jet chatGPT of, you know, epiphany, "Oh my God, look how cool this is. "Like magic." Like okay, it's code, settle down. >> Mm hmm. >> But everyone I talk to is using it in a very horizontal way. I talk to a very senior person, very tech alpha geek, very senior person in the industry, technically. they're using it for log data, they're using it for configuration of routers. And in other areas, they're using it for, every vertical has a use case. So this is horizontally scalable from a use case standpoint. When you hear horizontally scalable, first thing I chose in my mind is cloud, right? >> Mm hmm. >> So cloud, and scalability that way. And the data is very specialized. So now you have this vertical specialization, horizontally scalable, everyone will be refactoring. What do you see, and what are you seeing from customers, that you talk to, and prospects? >> Yeah, I mean put yourself in the shoes of an application developer, who is actually trying to make their application a bit more like magic. And to have that soon-to-be, honestly, expected experience. They've got to think about things like performance, and how efficiently that they can actually execute a query, or a question. They've got to think about cost. Generative isn't cheap, like the inference of it. And so you've got to be thoughtful about how and when you take advantage of it, you can't use it as a, you know, everything looks like a nail, and I've got a hammer, and I'm going to hit everything with it, because that will be wasteful. Developers also need to think about how they're going to take advantage of, but not lose their own data. So there has to be some controls around what they feed into the large language model, if anything. Like, should they fine tune a large language model with their own data? Can they keep it logically separated, but still take advantage of the powers of a large language model? And they've also got to take advantage, and be aware of the fact that when data is generated, that it is a different class of data. It might not fully be their own. >> Yeah. >> And it may not even be fully verified. And so when the logical cycle starts, of someone making a request, the relationship between that request, and the output, those things have to be stored safely, logically, and identified as such. >> Yeah. >> And taken advantage of in an ongoing fashion. So these are mega problems, each one of them independently, that, you know, you can think of it as middleware companies need to take advantage of, and think about, to help the next wave of application development be logical, sensible, and effective. It's not just calling some raw API on the cloud, like openAI, and then just, you know, you get your answer and you're done, because that is a very brute force approach. >> Well also I will point, first of all, I agree with your statement about the apps experience, that's going to be expected, form filling. Great point. The interesting about chatGPT. >> Sorry, it's not just form filling, it's any action you would like to take. >> Yeah. >> Instead of clicking, and dragging, and dropping, and doing it on a menu, or on a touch screen, you just say it, and it's and it happens perfectly. >> Yeah. It's a different interface. And that's why I love that UIUX experiences, that's the people falling out of their chair moment with chatGPT, right? But a lot of the things with chatGPT, if you feed it right, it works great. If you feed it wrong and it goes off the rails, it goes off the rails big. >> Yes, yes. >> So the the Bing catastrophes. >> Yeah. >> And that's an example of garbage in, garbage out, classic old school kind of comp-side phrase that we all use. >> Yep. >> Yes. >> This is about data in injection, right? It reminds me the old SQL days, if you had to, if you can sling some SQL, you were a magician, you know, to get the right answer, it's pretty much there. So you got to feed the AI. >> You do, Some people call this, the early word to describe this as prompt engineering. You know, old school, you know, search, or, you know, engagement with data would be, I'm going to, I have a question or I have a query. New school is, I have, I have to issue it a prompt, because I'm trying to get, you know, an action or a reaction, from the system. And the active engineering, there are a lot of different ways you could do it, all the way from, you know, raw, just I'm going to send you whatever I'm thinking. >> Yeah. >> And you get the unintended outcomes, to more constrained, where I'm going to just use my own data, and I'm going to constrain the initial inputs, the data I already know that's first party, and I trust, to, you know, hyper constrain, where the application is actually, it's looking for certain elements to respond to. >> It's interesting Amr, this is why I love this, because one we are in the media, we're recording this video now, we'll stream it. But we got all your linguistics, we're talking. >> Yes. >> This is data. >> Yep. >> So the data quality becomes now the new intellectual property, because, if you have that prompt source data, it makes data or content, in our case, the original content, intellectual property. >> Absolutely. >> Because that's the value. And that's where you see chatGPT fall down, is because they're trying to scroll the web, and people think it's search. It's not necessarily search, it's giving you something that you wanted. It is a lot of that, I remember in Cloudera, you said, "Ask the right questions." Remember that phrase you guys had, that slogan? >> Mm hmm. And that's prompt engineering. So that's exactly, that's the reinvention of "Ask the right question," is prompt engineering is, if you don't give these models the question in the right way, and very few people know how to frame it in the right way with the right context, then you will get garbage out. Right? That is the garbage in, garbage out. But if you specify the question correctly, and you provide with it the metadata that constrain what that question is going to be acted upon or answered upon, then you'll get much better answers. And that's exactly what we solved Vectara. >> Okay. So before we get into the last couple minutes we have left, I want to make sure we get a plug in for the opportunity, and the profile of Vectara, your new company. Can you guys both share with me what you think the current situation is? So for the folks who are now having those moments of, "Ah, AI's bullshit," or, "It's not real, it's a lot of stuff," from, "Oh my god, this is magic," to, "Okay, this is the future." >> Yes. >> What would you say to that person, if you're at a cocktail party, or in the elevator say, "Calm down, this is the first inning." How do you explain the dynamics going on right now, to someone who's either in the industry, but not in the ropes? How would you explain like, what this wave's about? How would you describe it, and how would you prepare them for how to change their life around this? >> Yeah, so I'll go first and then I'll let Ed go. Efficiency, efficiency is the description. So we figured that a way to be a lot more efficient, a way where you can write a lot more emails, create way more content, create way more presentations. Developers can develop 10 times faster than they normally would. And that is very similar to what happened during the Industrial Revolution. I always like to look at examples from the past, to read what will happen now, and what will happen in the future. So during the Industrial Revolution, it was about efficiency with our hands, right? So I had to make a piece of cloth, like this piece of cloth for this shirt I'm wearing. Our ancestors, they had to spend month taking the cotton, making it into threads, taking the threads, making them into pieces of cloth, and then cutting it. And now a machine makes it just like that, right? And the ancestors now turned from the people that do the thing, to manage the machines that do the thing. And I think the same thing is going to happen now, is our efficiency will be multiplied extremely, as human beings, and we'll be able to do a lot more. And many of us will be able to do things they couldn't do before. So another great example I always like to use is the example of Google Maps, and GPS. Very few of us knew how to drive a car from one location to another, and read a map, and get there correctly. But once that efficiency of an AI, by the way, behind these things is very, very complex AI, that figures out how to do that for us. All of us now became amazing navigators that can go from any point to any point. So that's kind of how I look at the future. >> And that's a great real example of impact. Ed, your take on how you would talk to a friend, or colleague, or anyone who asks like, "How do I make sense of the current situation? "Is it real? "What's in it for me, and what do I do?" I mean every company's rethinking their business right now, around this. What would you say to them? >> You know, I usually like to show, rather than describe. And so, you know, the other day I just got access, I've been using an application for a long time, called Notion, and it's super popular. There's like 30 or 40 million users. And the new version of Notion came out, which has AI embedded within it. And it's AI that allows you primarily to create. So if you could break down the world of AI into find and create, for a minute, just kind of logically separate those two things, find is certainly going to be massively impacted in our experiences as consumers on, you know, Google and Bing, and I can't believe I just said the word Bing in the same sentence as Google, but that's what's happening now (all laughing), because it's a good example of change. >> Yes. >> But also inside the business. But on the crate side, you know, Notion is a wiki product, where you try to, you know, note down things that you are thinking about, or you want to share and memorialize. But sometimes you do need help to get it down fast. And just in the first day of using this new product, like my experience has really fundamentally changed. And I think that anybody who would, you know, anybody say for example, that is using an existing app, I would show them, open up the app. Now imagine the possibility of getting a starting point right off the bat, in five seconds of, instead of having to whole cloth draft this thing, imagine getting a starting point then you can modify and edit, or just dispose of and retry again. And that's the potential for me. I can't imagine a scenario where, in a few years from now, I'm going to be satisfied if I don't have a little bit of help, in the same way that I don't manually spell check every email that I send. I automatically spell check it. I love when I'm getting type ahead support inside of Google, or anything. Doesn't mean I always take it, or when texting. >> That's efficiency too. I mean the cloud was about developers getting stuff up quick. >> Exactly. >> All that heavy lifting is there for you, so you don't have to do it. >> Right? >> And you get to the value faster. >> Exactly. I mean, if history taught us one thing, it's, you have to always embrace efficiency, and if you don't fast enough, you will fall behind. Again, looking at the industrial revolution, the companies that embraced the industrial revolution, they became the leaders in the world, and the ones who did not, they all like. >> Well the AI thing that we got to watch out for, is watching how it goes off the rails. If it doesn't have the right prompt engineering, or data architecture, infrastructure. >> Yes. >> It's a big part. So this comes back down to your startup, real quick, I know we got a couple minutes left. Talk about the company, the motivation, and we'll do a deeper dive on on the company. But what's the motivation? What are you targeting for the market, business model? The tech, let's go. >> Actually, I would like Ed to go first. Go ahead. >> Sure, I mean, we're a developer-first, API-first platform. So the product is oriented around allowing developers who may not be superstars, in being able to either leverage, or choose, or select their own large language models for appropriate use cases. But they that want to be able to instantly add the power of large language models into their application set. We started with search, because we think it's going to be one of the first places that people try to take advantage of large language models, to help find information within an application context. And we've built our own large language models, focused on making it very efficient, and elegant, to find information more quickly. So what a developer can do is, within minutes, go up, register for an account, and get access to a set of APIs, that allow them to send data, to be converted into a format that's easy to understand for large language models, vectors. And then secondarily, they can issue queries, ask questions. And they can ask them very, the questions that can be asked, are very natural language questions. So we're talking about long form sentences, you know, drill down types of questions, and they can get answers that either come back in depending upon the form factor of the user interface, in list form, or summarized form, where summarized equals the opportunity to kind of see a condensed, singular answer. >> All right. I have a. >> Oh okay, go ahead, you go. >> I was just going to say, I'm going to be a customer for you, because I want, my dream was to have a hologram of theCUBE host, me and Dave, and have questions be generated in the metaverse. So you know. (all laughing) >> There'll be no longer any guests here. They'll all be talking to you guys. >> Give a couple bullets, I'll spit out 10 good questions. Publish a story. This brings the automation, I'm sorry to interrupt you. >> No, no. No, no, I was just going to follow on on the same. So another way to look at exactly what Ed described is, we want to offer you chatGPT for your own data, right? So imagine taking all of the recordings of all of the interviews you have done, and having all of the content of that being ingested by a system, where you can now have a conversation with your own data and say, "Oh, last time when I met Amr, "which video games did we talk about? "Which movie or book did we use as an analogy "for how we should be embracing data science, "and big data, which is moneyball," I know you use moneyball all the time. And you start having that conversation. So, now the data doesn't become a passive asset that you just have in your organization. No. It's an active participant that's sitting with you, on the table, helping you make decisions. >> One of my favorite things to do with customers, is to go to their site or application, and show them me using it. So for example, one of the customers I talked to was one of the biggest property management companies in the world, that lets people go and rent homes, and houses, and things like that. And you know, I went and I showed them me searching through reviews, looking for information, and trying different words, and trying to find out like, you know, is this place quiet? Is it comfortable? And then I put all the same data into our platform, and I showed them the world of difference you can have when you start asking that question wholeheartedly, and getting real information that doesn't have anything to do with the words you asked, but is really focused on the meaning. You know, when I asked like, "Is it quiet?" You know, answers would come back like, "The wind whispered through the trees peacefully," and you know, it's like nothing to do with quiet in the literal word sense, but in the meaning sense, everything to do with it. And that that was magical even for them, to see that. >> Well you guys are the front end of this big wave. Congratulations on the startup, Amr. I know you guys got great pedigree in big data, and you've got a great team, and congratulations. Vectara is the name of the company, check 'em out. Again, the startup boom is coming. This will be one of the major waves, generative AI is here. I think we'll look back, and it will be pointed out as a major inflection point in the industry. >> Absolutely. >> There's not a lot of hype behind that. People are are seeing it, experts are. So it's going to be fun, thanks for watching. >> Thanks John. (soft music)

Published Date : Feb 23 2023

SUMMARY :

I call it the fifth wave in the industry. It's great to be here. and the application's almost mind blowing. And in the meanwhile, and you got more horsepower,, of all the previous phases. in the same way that, you know, and all the work that's done on ethics, "bring the lead to the top." in terms of scratching the surface and it's going to fundamentally change and you go into application And the system just does it for you. is going to change to be very So the bottleneck in the past, So the replatforming is So that's going to be a That's part of what and they got to stand this up. And one of the core things don't have the skills. So our goal is to simplify it and I agree the apps are coming, I talk to a very senior And the data is very specialized. and be aware of the fact that request, and the output, some raw API on the cloud, about the apps experience, it's any action you would like to take. you just say it, and it's But a lot of the things with chatGPT, comp-side phrase that we all use. It reminds me the old all the way from, you know, raw, and I'm going to constrain But we got all your So the data quality And that's where you That is the garbage in, garbage out. So for the folks who are and how would you prepare them that do the thing, to manage the current situation? And the new version of Notion came out, But on the crate side, you I mean the cloud was about developers so you don't have to do it. and the ones who did not, they all like. If it doesn't have the So this comes back down to Actually, I would like Ed to go first. factor of the user interface, I have a. generated in the metaverse. They'll all be talking to you guys. This brings the automation, of all of the interviews you have done, one of the customers I talked to Vectara is the name of the So it's going to be fun, Thanks John.

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Paul Daugherty & Jim Wilson | AWS Executive Summit 2022


 

(upbeat music) >> Hello, everyone. Welcome to theCUBE's coverage here at AWS re:Invent 2022. This is the Executive Summit with Accenture. I'm John Furrier, your host of theCUBE with two great guests coming on today, really talking about the future, the role of humans. Radically human is going to be the topic. Paul Daugherty, the group Chief Executive Technology and CTO at Accenture. And Jim Wilson, Global Managing Director of Thought Leadership and Technology Research, Accenture. Gentlemen, thank you for coming on theCUBE for this conversation around your new hit book, "Radically Human." >> Thanks, John. It's great to be with you and great to be present at re:Invent. >> We've been following you guys for many, many years now, over a decade. You always have the finger on the pulse. I mean, and as these waves come in, it's really important to understand impact. And more than ever, we're in this, I call it the systems thinking, revolution is going on now where things have consequences and machines are now accelerating their role. Developers are becoming the front lines of running companies, seeing a massive shift. This new technology is transforming the business and shaping our future as as humans. And so I love the book, very, very strong content, really right on point. What was the motivation for the book? And congratulations, but I noticed you got the structure, part one and part two, this book seems to be packing a big punch. What was the motivation, and what was some of the background in putting the book together? >> That's a great question, John. And I'll start, and then, Jim, my co-author and colleague and partner on the book can join in too. If you step back from the book itself, we'd written a first book called "Human + Machine", which focused a lot on artificial intelligence and talked about the potential and future of artificial intelligence to create a more human future for us with the human plus machine pairing. And then when we started working on the next book, it was the COVID era. COVID came on line as we were writing the book. And that was causing really an interesting time in technology for a lot of companies. I mean, think back to what you were doing. Once COVID hit, every company became more dependent on technology. Technology was the lifeline. And so Jim and I got interested in what the impacts of that were on companies, and what was different from the first research we had done around our first book. And what we found, which was super interesting, is that pre-pandemic, the leading companies, the digital leaders that were applying cloud data, AI, and related technologies faster, we're outperforming others by a factor of 2x. And that was before the pandemic. After the pandemic, we redid the research and the gap widened into 5x. And I think that's played a lot into our book. And we talk about that in the opening of our book. And the message there is exactly what you said is technology is not just the lifeline from the pandemic, but now technology is the heart and soul of how companies are driving innovation, how they're responding to global crises around inflation, energy, supply chain crisis because of the war in Ukraine, et cetera. And companies need the technology more than ever. And that's what we're writing about in "Radically Human." And we're taking a step beyond our previous book to talk about what we believe is next. And it's really cloud, data and AI, and the metaverse that signal out as three trends that are really driving transformative change for companies. In the first part of the book, to your question on the structure, talks about the roadmap to that. We talked about the ideas framework, five areas where you need to change your thinking, flip your assumptions on how to apply technology. And then the second part of the book talks about the differentiators that we believe are going to set companies apart as they look to implement this technology and transform their companies for the future. >> Jim, weigh in on this flipping the script, flipping the assumptions. >> You used a really important word there and that is systems. I think when we think about artificial intelligence, and when Paul and I have now talking to companies, a lot of executives think of AI as a point solution. They don't think about AI in terms of taking a systems approach. So we were trying to address that. All right, if you're going to build a roadmap, a technology roadmap for applying intelligent technologies like artificial intelligence, how do you take a holistic systematic view? And that's really the focus of the first section of the book. And then as Paul mentioned, how do you take those systems and really differentiate it using your talent, focusing on trust, experiences and sustainability? >> I like how it reads. It's almost like a masterclass book because you set the table. It's like, 'cause people right now are like in the mode of what's going on around me? I've been living through three years of COVID. We're coming out the other side. The world looks radically different. Humans are much more important. Automation's great, but people are finding out that the human's key, but people are trying to figure out where am I today. So I think the first part really to me hits home. Like, here's the current situation and then part two is here's how you can get better. And it's not just about machines, machines, machines and automation, automation, automation. We're seeing examples where the role of the human, the person in society, whether it's individually or as part of a group, are really now key assets in that kind of this new workforce or this new production system or society. >> Yeah. And just to take a couple examples from the book and highlight that, I think you're exactly right. And that's where "Radically Human", the title came from. And what's happening with technology is that technology itself is becoming more human like in its capability. When you think about the power of the transformer technologies and other things that we're reading about a lot. And the whole hypothesis or premise of the book I should say, is that the more human like the technology is, the more radically human or the more radical the human potential improvement is, the bigger the opportunity. It's pairing the two together rather than, as you said, just looking at the automation or the machine side of it. That's really the radical leap. And one thing Jim and I talked about in context of the book is companies really often haven't been radical enough in applying technology to really get to dramatic gains that they can get. Just a couple examples from the ideas framework, the I in IDEAS. The ideas framework is the first part of the book. The five areas to flip your assumptions. The I stands for intelligence and we're talking about more human and less artificial in terms of the intelligence techniques. Things like common sense learning and other techniques that allow you to develop more powerful ways of engaging people, engaging humans in the systems that we build using the kind of systems thinking that Jim mentioned. And things like emotional AI, common sense AI, new techniques in addition to machine, the big data driven machine learning techniques, which are essential to vision and solving big problems like that. So that's just an example of how you bring it together and enable that human potential. >> I love the idea, go ahead Jim. >> I was going to say we've been used to adapting to technology, and contorting our fingers to keyboards and so on for a long time. And now we're starting to see that technology is in fact beginning to adapt to us and become more natural in many instances. One point that we make is now in the human technology nexus, in fact, the human is in the ascended. That's one of the big ideas that we try to put out there in this book. >> I love the idea of flipping the script, flipping the assumptions, but ideas framework is interesting. I for intelligence, D for data, E for expertise, A for architecture, S for strategy. Notice the strategies last. Normally in the old school days, it's like, hey, strategy first and execution. Really interesting how you guys put that together. It feels like business is becoming agile and iterative and how it's going to be forming. Can you guys, I mean that's my opinion, but I think observing how developers becoming much more part of the app. I mean, if you take digital transformation to its conclusion, the application is the company, It's not a department serving the business, it is the business, therefore developers are running the business, so to speak. This is really radical. I mean, this is how I'm seeing it. What's your reaction to that? Do you see similar parallels to this transformation if you take it down to a conclusion and strategy is just what you do after you get the outcomes you need? What's your reaction to that? >> Yeah, I think one of the most lasting elements of the book might be that chapter on strategy in my opinion, because you need to think about it differently. The old way of doing strategy is dead. You can't do it the way you used to do it. And that's what we tried to lay out with the S in IDEAS, the strategy. The subtitle that chapter is we're all technology companies now. And if you're a technology driven company, the way you need to think about and every company is becoming, that's what I hear when I talk to these suites and CEOs and boards, is everybody's recognizing the essential role that technology plays and therefore they need to master technology. Well, you need to think about strategy differently then because of the pace of technology innovation. And so you need to throw out the old way of doing it. We suggest three new archetypes of how to do strategy that I think are really important. It's about continuous strategy in all cases. An example is one of the techniques we talk about, forever beta, which is, think about a Tesla or companies that it's never quite done. They're always improving and the product is designed to be connected and improving. So it changes along the product and the strategy along how you deploy it to consumers changes as you go. And that's an example of a very different approach to strategy that we believe is essential to consider as you look at the future. Yeah, those multi-month strategy sessions might play out over two or three quarters of going away. And strategy and execution are becoming almost simultaneous these days as Paul was saying. >> It's interesting because that's the trend you're seeing with more data, more automation, but the human plays a much critical role. And just aside on the Tesla example, is well documented. I think I wrote about in a post just this week that during the model three, Elon wanted full automation and had to actually go off scripts and get to humans back in charge 'cause it wasn't working properly. Now they have a balance. But that brings up to part two, which I like, which is this human piece of it. We always talk about skills gaps, there's not enough people to do this, that and the other thing. And talent was a big part of that second half, trust, talent, experiences. That's more of the person's role, either individually as part of a collective group. Is talent the scarce resource now where that's the goal, that's the key 'cause it all could point to that in a way. Skills gap points to, hey, humans are valuable. In fact the value's going up if it's properly architected. What's your reaction to that, guys? Because I think that's something that is not, kind of nuanced point, but it's a feature, not a bug maybe, I don't know. What's your thoughts? >> Yeah, go ahead Jim. >> I was going to say it, we're dramatically underestimating the amount of focus we need to put on talent. That's why we start off that second part of the book, really zooming in on talent. I think you might think that for every hundred dollars that you put into a technology initiative, you might put 50 or 75 into re-skilling initiatives to really compliment that. But what we're seeing is companies need to be much more revolutionary in their focus on talent. We saw economic analysis recently that pointed out that for every $1 you spend on technology, you are likely going to need to spend about $9 on intangible human capital. That means on talent, on getting the best talent, on re-skilling and on changing processes and work tasks. So there's a lot of work that needs to be done. Really that's human focus. It's not just about adopting the technology. Certainly the technology's critical, but we're underestimating the amount of focus that needs to go into the talent factors. >> That's a huge point. >> And I think some of the elements of talent that become really critical that we talked about in the book are becoming a talent creator. We believe the successful companies of the future are going to be able not just to post a job opening and hire people in because there's not going to be enough. And a lot of the jobs that companies are creating don't exist 'cause the technology changing so fast. So the companies that succeed are going to know how to create talent, bring in people, apprentices and such, and shape to tale as they go. We're doing a significant amount of that in our own company. They're going to be learning based organizations where you'll differentiate, you'll get the best employees if you provide better learning environments because that's what employees want. And then democratizing access to technology. Things like Amazon's Honeycode is an example, low-code/no-code development to spread development to wider pools of people. Those types of things are really critical going forward to really unlock the talent potential. And really what you end up with is, yeah, the human talent's important, but it's magnified and multiplied by the power of people, giving them in essence superpowers in using technology in new ways. >> I think you nailed it, that's super important. That point about the force multiplier when you put things in combination, whether it's group constructs, two pizza teams flexing, leveraging the talent. I mean, this is a new configuration. You guys are nailing it there. I love that piece. And I think groups and collectives you're going to start to see a lot more of that. But again, with talent comes trust when you start to have these ephemeral and or forming groups that are forming production systems or experiences. So trust comes up a lot. You guys see the metaverse as an important part there. Obviously metaverse is a pretext to the virtual world where we're going to start to create these group experiences and create new force multipliers. How does the metaverse play into this new radically human world, and what does it mean for the future of business? >> Yeah, I think the metaverse is radically misunderstood to use the word title when we're not with the title of our book. And we believe that the metaverse does have real big potential, massive potential, and I think it'll transform the way we think about digital more so than we've changed our thinking on digital in the last 10 years. So that's the potential of the metaverse. And it's not just about the consumer things, it's about metaverse and the enterprise. It's about the new products you create using distributed ledger and other technologies. And it's about the industrial metaverse of how you bring digital twins and augmented workers online in different ways. And so I believe that it has tremendous potential. We write about that in the book and it really takes radically human to another level. And one way to think about this is cloud is really becoming the operating system of business. You have to build your enterprise around the cloud as you go forward. That's going to shape the way you do business. AI becomes the insight and intelligence in how you work, infused with the human talent and such as we said. And the metaverse then reshapes the experience layers. So you have cloud, AI building on top of this metaverse providing a new way to generate experiences for employees, citizens, consumers, et cetera. And that's the way it unfolds, but trust becomes more important because just as AI raises new questions around trust, every technology raises new questions around trust. The metaverse raises a whole new set of questions. And in the book we outline a five-part framework or five essential parts of the framework around how you establish trust as you implement these new technologies. >> Yeah, we're seeing that about three quarters of companies are really trying to figure out trust, certainly with issues like the metaverse more broadly across their IT so they're focusing on security and privacy, transparency, especially when you're talking about AI systems, explainability. One of the more surprising things that we learned when doing the book, when we were doing the research is that we saw that increasingly consumers and employees want systems to be informed by a sense of humanity. So one company that we've been looking at that's been developing autonomous vehicles, self-driving car systems, they're actually training the system by emulating human behavior. So turning the cameras on test drivers to see how they learn and then training the AI using that sense of humanity 'cause other drivers on the road find human behavior more trustworthy. And similarly, that system is also using explainable AI to actually show which human behaviors that AI system is learning from. Some really interesting innovations happening in that trust space. John. >> Jim, I think you bring up a great point that's worth talking more about. Because you're talking about how human behaviors are being put into the design of new things like machines or software. And we're living in this era of cloud scale, which is compressing this transformation timeline and we've been calling it supercloud, some call it multi-cloud, but it's really a new thing happening where you're seeing an acceleration of the transformation. We think it's going to happen much faster in the next five to 10 years. And so that means these new things are emerging, not just, hey, I'm running a virtual event with chat and some video. It's group behavior, it's groups convening, talking, getting things done, debating, doing things differently. And so this idea of humans informing design decisions or software with low-code/no-code, this completely changes strategy. I mean this is a big point of the book. >> Yeah, no, I go back to one of the, the E in the IDEAS framework is expertise. And we talk about from machine learning to machine teaching, which is exactly that. Machine learning is maybe humans tag data and stuff and feed into algorithms. Machine teaching is how do you really leverage the human expertise in the systems that you develop with AI. One of the examples we give is one of the large consumer platforms that uses human designers to give the system a sense of aesthetic design and product design. A very difficult thing, especially with changing fashion interest and everything else to encode in algorithms and to even have AI do, even if you have fast amounts of data, but with the right human insight and human expertise injected in, you can create amazing new capability that responds to consumers in a much more powerful way. And that's an example of what you just said, John, bringing the two together. >> Well, yeah, it's interesting. I want to to get your thoughts as we get wrap up here soon. How do you apply all these human-centric technologies to the future of business? As you guys talk to leaders in the enterprise of their businesses, as they look at the horizon, they see the the future. They got to start thinking about things like generative AI and how they can bring some of these technologies to the table. We were talking about if open source continues to grow the way it's going, there might not be any code to write, it just writes itself at some point. So you got supply chain issues with security. These are new things you guys are hitting in the book where these are new dynamics, new power dynamics in how things get built. So if you're a business owner and leader, this is a new opportunity, a challenge certainly that is an opportunity. How do you apply all this stuff for business? >> I'll go first then Jim can add in. But the first thing I think starts with recognizing the role that technology does play and investing accordingly in it. So the right technology talent, rethinking the way you do strategy as we talked about earlier and recognizing how you need to build a foundation. That's why the fact you're at re:Invent is so important because companies are, again, rebuilding that operating system of their business in the cloud. And you need that as the foundation to go forward, to do, to build the other types of capabilities. And then I think it's developing those talent systems as well. Do you have the right talent brand? Are you attracting the right employees? Are you developing them in the right way so that you have the right future talent going forward? And then you marry the two together and that's what gives you the radically human formula. >> Yeah. When we were developing that first part of the book, Paul and I did quite a bit of research, and Paul kind of alluded to that research earlier, but one of the things that we saw in really the first year of the pandemic was that there was a lot of first time adoption of intelligent technologies like artificial intelligence. One statistic is that 70% of companies that had never tried AI before went ahead and tried it during the pandemic. So first time adoption rates were way up, but the thing is companies were not trying to do it themselves and to necessarily build an AI department. They were partnering and it's really important to find a partner, often a cloud partner as a way to get started, start small scale, and then scale up doing experiments. So that was one of the key insights that we had. You don't need to do it all yourself. >> If you see the transformation of just AWS, we're here at re:Invent, since we've been covering the events since 2013, every year there's been a thematic thing. It was startups, enterprise, now builders, and now change your company. This year it's continuing that same thing where you're starting to see new things happen. It's not just lift and shift and running a SaaS application on the cloud. People are are changing and refactoring and replatforming categorical applications in for this new era. And we're calling it supercloud, superservices, superapps, 'cause they're different. They're doing different things in leveraging large scale CapEx, large scale talent pools, or talent pools in certain ways. So this is real, something's happening here and we've been talking about it a lot lately. So I have to ask you guys, how does a company know if they're radical enough? Like what is radical? How can I put a pin in that? It's like take a temperature or we like radical enough, what some tell signs can you guys share for companies that are really leaning into this new next inflection point because there are new things happening? How do you know if you're you're pushing the envelope radical enough to take advantage? >> Yeah, I think one. >> You can go ahead, Paul. >> Yeah, I was going to say one of the tests is the impact on your business. You have to start by looking at all this in the context of your business, and is it really taking you to another level? You said it perfectly, John, it used to be we used to talk about migration and workloads to the cloud and things like that. That's still something you need to do. But now our focus with a lot of our customers is on how do you innovate and grow your business in the cloud? What's the platform that you're using for your new digital products and services you're offering to your consumers. I mean it is the business and I think that's the test whether you're being radical enough is on the one hand, are you really using the technology to drive differentiation and real growth and change in your business? And are you equipping people, your human talent with the capabilities they need to perform in very different ways? And those are the two tests that I would give. >> Totally agree. >> Interesting enough, we love this topic and you guys, again, the book is spot on. Very packs of big punch on content, but very relevant in today. And I think one of the things we're looking at is that people who do things differently take advantage of some of these radical approaches like IDEAS, your framework, and understand where they are and what's available and what's coming around the corner. They stand out in the pack or create new business opportunities because the CapEx is taken care of. Now you got your cloud, I mean you're building clouds on top of clouds or something's happening. I think you see it, look at like companies like Snowflake, it's a data warehouse on the cloud. What does that mean? They didn't build a cloud, they used Amazon. So you're starting to see these new things pop up. >> Yeah and that's a good example. And it sounds like a simple thing, data warehouse in the cloud, but the new business capability that a technology like that allows and the portability of being able to connect and use data across cloud environments and such is tremendously powerful. And I think that's why, you talk about companies doing things differently, that's why it's great, again, that you're at re:Invent. If you look at the index of our book, you'll see AWS mentioned a number of times 'cause we tell a lot of customer company stories about how they're leveraging AWS capabilities in cloud and AI to really do transformative things in their business. And I think that's what it's all about. >> Yeah, and one of the things too in the book, it's great 'cause it has the systems thinking, it's got really relevant information, but you guys have seen the movie before. I think one of the wild cards in this era is global. We're global economy, you've got regions, you've got data sovereignty, you're seeing all kinds of new things emerging. Thoughts on the global impact 'cause you take your book and you overlay that to business, like you got to operate all over the world as a human issue, as a geography issue. What's your guys take on the global impact? >> Well that's why you got to think about cloud as one technology. We talked about in the book and cloud is, I think a lot of people think, well, clouds, it's almost old news. Maybe it's been around for a while. As you said, you've been going to re:Invent since 2013. Cloud is really just getting started. And it's 'cause the reasons you said, when you look at what you need to do around sovereign cloud capability if you're in Europe. For many companies it's about multi-cloud capabilities that you need to deploy differently in different regions. And they need to, in some cases for good reason, they have hybrid cloud capability that they match on their own. And then there's the edge capability which comes into play in different ways. And so the architecture becomes very complex and we talk the A in IDEAS is architecture. We talk about all this and how you need to move from the old conception of architecture, which was more static and just modularity was the key thing you thought about. It's more the idea of a living system, of living architecture that's expanding and is what's much more dynamic. And I think that's the way you need to think about it as you manage in a global environment today with the pace of technology advancement. >> Yeah, the innovation is here. It's not stopping. How do you create some defacto standards while not stunting the innovation is going to be a big discussion as these new flipped assumptions start to generate more activity. It's going to be very interesting to watch. Gentlemen, thank you so much for spending the time here on theCUBE as we break down your new book, "Radically Human" and how business leads can flip the script on their business assumptions and put ideas and access to work. This is a big part of the cloud show at re:Invent. Thanks so much for sharing and congratulations on a great book. >> Thanks, John. And just one point I'd add is that one of the things we do talk about in talent is the need to reskill talent. People who need to be relevant in the rapidly changing future. And that's one area where I think we all as institutions, as communities and individuals need to do more is to help those that need to reskilling. And the final point I mentioned is that we've mentioned at the end of the book that all proceeds from the book are being donated to NGOs and nonprofits that are focused on reskilling those who need a skill refresh in light of the radically human change in technology that's happening. >> Great. Buy the book. Proceeds go to a great cause and it's a very relevant book. If you're in the middle of this big wave that's coming. this is a great book. There's a guidepost and also give you some great ideas to reset, reflip the scripts, refactor, replatform. Guys, thanks for coming on and sharing. I really appreciate it. Again, congratulations. >> Thanks, John. >> Thanks, John. Great discussion. >> You're watching theCUBE here covering the executive forum here at AWS re:Invent '22. I'm John Furrier, you're host with Accenture. Thanks for watching. (gentle music)

Published Date : Dec 1 2022

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Itamar Ankorion, Qlik & Peter MacDonald, Snowflake | AWS re:Invent 2022


 

(upbeat music) >> Hello, welcome back to theCUBE's AWS RE:Invent 2022 Coverage. I'm John Furrier, host of theCUBE. Got a great lineup here, Itamar Ankorion SVP Technology Alliance at Qlik and Peter McDonald, vice President, cloud partnerships and business development Snowflake. We're going to talk about bringing SAP data to life, for joint Snowflake, Qlik and AWS Solution. Gentlemen, thanks for coming on theCUBE Really appreciate it. >> Thank you. >> Thank you, great meeting you John. >> Just to get started, introduce yourselves to the audience, then going to jump into what you guys are doing together, unique relationship here, really compelling solution in cloud. Big story about applications and scale this year. Let's introduce yourselves. Peter, we'll start with you. >> Great. I'm Peter MacDonald. I am vice president of Cloud Partners and business development here at Snowflake. On the Cloud Partner side, that means I manage AWS relationship along with Microsoft and Google Cloud. What we do together in terms of complimentary products, GTM, co-selling, things like that. Importantly, working with other third parties like Qlik for joint solutions. On business development, it's negotiating custom commercial partnerships, large companies like Salesforce and Dell, smaller companies at most for our venture portfolio. >> Thanks Peter and hi John. It's great to be back here. So I'm Itamar Ankorion and I'm the senior vice president responsible for technology alliances here at Qlik. With that, own strategic alliances, including our key partners in the cloud, including Snowflake and AWS. I've been in the data and analytics enterprise software market for 20 plus years, and my main focus is product management, marketing, alliances, and business development. I joined Qlik about three and a half years ago through the acquisition of Attunity, which is now the foundation for Qlik data integration. So again, we focus in my team on creating joint solution alignment with our key partners to provide more value to our customers. >> Great to have both you guys, senior executives in the industry on theCUBE here, talking about data, obviously bringing SAP data to life is the theme of this segment, but this reinvent, it's all about the data, big data end-to-end story, a lot about data being intrinsic as the CEO says on stage around in the organizations in all aspects. Take a minute to explain what you guys are doing as from a company standpoint. Snowflake and Qlik and the solutions, why here at AWS? Peter, we'll start with you at Snowflake, what you guys do as a company, your mission, your focus. >> That was great, John. Yeah, so here at Snowflake, we focus on the data platform and until recently, data platforms required expensive on-prem hardware appliances. And despite all that expense, customers had capacity constraints, inexpensive maintenance, and had limited functionality that all impeded these organizations from reaching their goals. Snowflake is a cloud native SaaS platform, and we've become so successful because we've addressed these pain points and have other new special features. For example, securely sharing data across both the organization and the value chain without copying the data, support for new data types such as JSON and structured data, and also advance in database data governance. Snowflake integrates with complimentary AWS services and other partner products. So we can enable holistic solutions that include, for example, here, both Qlik and AWS SageMaker, and comprehend and bring those to joint customers. Our customers want to convert data into insights along with advanced analytics platforms in AI. That is how they make holistic data-driven solutions that will give them competitive advantage. With Snowflake, our approach is to focus on customer solutions that leverage data from existing systems such as SAP, wherever they are in the cloud or on-premise. And to do this, we leverage partners like Qlik native US to help customers transform their businesses. We provide customers with a premier data analytics platform as a result. Itamar, why don't you talk about Qlik a little bit and then we can dive into the specific SAP solution here and some trends >> Sounds great, Peter. So Qlik provides modern data integration and analytics software used by over 38,000 customers worldwide. Our focus is to help our customers turn data into value and help them close the gap between data all the way through insight and action. We offer click data integration and click data analytics. Click data integration helps to automate the data pipelines to deliver data to where they want to use them in real-time and make the data ready for analytics and then Qlik data analytics is a robust platform for analytics and business intelligence has been a leader in the Gartner Magic Quadrant for over 11 years now in the market. And both of these come together into what we call Qlik Cloud, which is our SaaS based platform. So providing a more seamless way to consume all these services and accelerate time to value with customer solutions. In terms of partnerships, both Snowflake and AWS are very strategic to us here at Qlik, so we have very comprehensive investment to ensure strong joint value proposition to we can bring to our mutual customers, everything from aligning our roadmaps through optimizing and validating integrations, collaborating on best practices, packaging joint solutions like the one we'll talk about today. And with that investment, we are an elite level, top level partner with Snowflake. We fly that our technology is Snowflake-ready across the entire product set and we have hundreds of joint customers together and with AWS we've also partnered for a long time. We're here to reinvent. We've been here with the first reinvent since the inaugural one, so it kind of gives you an idea for how long we've been working with AWS. We provide very comprehensive integration with AWS data analytics services, and we have several competencies ranging from data analytics to migration and modernization. So that's our focus and again, we're excited about working with Snowflake and AWS to bring solutions together to market. >> Well, I'm looking forward to unpacking the solutions specifically, and congratulations on the continued success of both your companies. We've been following them obviously for a very long time and seeing the platform evolve beyond just SaaS and a lot more going on in cloud these days, kind of next generation emerging. You know, we're seeing a lot of macro trends that are going to be powering some of the things we're going to get into real quickly. But before we get into the solution, what are some of those power dynamics in the industry that you're seeing in trends specifically that are impacting your customers that are taking us down this road of getting more out of the data and specifically the SAP, but in general trends and dynamics. What are you hearing from your customers? Why do they care? Why are they going down this road? Peter, we'll start with you. >> Yeah, I'll go ahead and start. Thanks. Yeah, I'd say we continue to see customers being, being very eager to transform their businesses and they know they need to leverage technology and data to do so. They're also increasingly depending upon the cloud to bring that agility, that elasticity, new functionality necessary to react in real-time to every evolving customer needs. You look at what's happened over the last three years, and boy, the macro environment customers, it's all changing so fast. With our partnerships with AWS and Qlik, we've been able to bring to market innovative solutions like the one we're announcing today that spans all three companies. It provides a holistic solution and an integrated solution for our customer. >> Itamar let's get into it, you've been with theCUBE, you've seen the journey, you have your own journey, many, many years, you've seen the waves. What's going on now? I mean, what's the big wave? What's the dynamic powering this trend? >> Yeah, in a nutshell I'll call it, it's all about time. You know, it's time to value and it's about real-time data. I'll kind of talk about that a bit. So, I mean, you hear a lot about the data being the new oil, but it's definitely, we see more and more customers seeing data as their critical enabler for innovation and digital transformation. They look for ways to monetize data. They look as the data as the way in which they can innovate and bring different value to the customers. So we see customers want to use more data so to get more value from data. We definitely see them wanting to do it faster, right, than before. And we definitely see them looking for agility and automation as ways to accelerate time to value, and also reduce overall costs. I did mention real-time data, so we definitely see more and more customers, they want to be able to act and make decisions based on fresh data. So yesterday's data is just not good enough. >> John: Yeah. >> It's got to be down to the hour, down to the minutes and sometimes even lower than that. And then I think we're also seeing customers look to their core business systems where they have a lot of value, like the SAP, like mainframe and thinking, okay, our core data is there, how can we get more value from this data? So that's key things we see all the time with customers. >> Yeah, we did a big editorial segment this year on, we called data as code. Data as code is kind of a riff on infrastructure as code and you start to see data becoming proliferating into all aspects, fresh data. It's not just where you store it, it's how you share it, it's how you turn it into an application intrinsically involved in all aspects. This is the big theme this year and that's driving all the conversations here at RE:Invent. And I'm guaranteeing you, it's going to happen for another five and 10 years. It's not stopping. So I got to get into the solution, you guys mentioned SAP and you've announced the solution by Qlik, Snowflake and AWS for your customers using SAP. Can you share more about this solution? What's unique about it? Why is it important and why now? Peter, Itamar, we'll start with you first. >> Let me jump in, this is really, I'll jump because I'm excited. We're very excited about this solution and it's also a solution by the way and again, we've seen proven customer success with it. So to your point, it's ready to scale, it's starting, I think we're going to see a lot of companies doing this over the next few years. But before we jump to the solution, let me maybe take a few minutes just to clarify the need, why we're seeing, why we're seeing customers jump to do this. So customers that use SAP, they use it to manage the core of their business. So think order processing, management, finance, inventory, supply chain, and so much more. So if you're running SAP in your company, that data creates a great opportunity for you to drive innovation and modernization. So what we see customers want to do, they want to do more with their data and more means they want to take SAP with non-SAP data and use it together to drive new insights. They want to use real-time data to drive real-time analytics, which they couldn't do to date. They want to bring together descriptive with predictive analytics. So adding machine learning in AI to drive more value from the data. And naturally they want to do it faster. So find ways to iterate faster on their solutions, have freedom with the data and agility. And I think this is really where cloud data platforms like Snowflake and AWS, you know, bring that value to be able to drive that. Now to do that you need to unlock the SAP data, which is a lot of also where Qlik comes in because typical challenges these customers run into is the complexity, inherent in SAP data. Tens of thousands of tables, proprietary formats, complex data models, licensing restrictions, and more than, you have performance issues, they usually run into how do we handle the throughput, the volumes while maintaining lower latency and impact. Where do we find knowledge to really understand how to get all this done? So these are the things we've looked at when we came together to create a solution and make it unique. So when you think about its uniqueness, because we put together a lot, and I'll go through three, four key things that come together to make this unique. First is about data delivery. How do you have the SAP data delivery? So how do you get it from ECC, from HANA from S/4HANA, how do you deliver the data and the metadata and how that integration well into Snowflake. And what we've done is we've focused a lot on optimizing that process and the continuous ingestion, so the real-time ingestion of the data in a way that works really well with the Snowflake system, data cloud. Second thing is we looked at SAP data transformation, so once the data arrives at Snowflake, how do we turn it into being analytics ready? So that's where data transformation and data worth automation come in. And these are all elements of this solution. So creating derivative datasets, creating data marts, and all of that is done by again, creating an optimized integration that pushes down SQL based transformations, so they can be processed inside Snowflake, leveraging its powerful engine. And then the third element is bringing together data visualization analytics that can also take all the data now that in organizing inside Snowflake, bring other data in, bring machine learning from SageMaker, and then you go to create a seamless integration to bring analytic applications to life. So these are all things we put together in the solution. And maybe the last point is we actually took the next step with this and we created something we refer to as solution accelerators, which we're really, really keen about. Think about this as prepackaged templates for common business analytic needs like order to cash, finance, inventory. And we can either dig into that a little more later, but this gets the next level of value to the customers all built into this joint solution. >> Yeah, I want to get to the accelerators, but real quick, Peter, your reaction to the solution, what's unique about it? And obviously Snowflake, we've been seeing the progression data applications, more developers developing on top of Snowflake, data as code kind of implies developer ecosystem. This is kind of interesting. I mean, you got partnering with Qlik and AWS, it's kind of a developer-like thinking real solution. What's unique about this SAP solution that's, that's different than what customers can get anywhere else or not? >> Yeah, well listen, I think first of all, you have to start with the idea of the solution. This are three companies coming together to build a holistic solution that is all about, you know, creating a great opportunity to turn SAP data into value this is Itamar was talking about, that's really what we're talking about here and there's a lot of technology underneath it. I'll talk more about the Snowflake technology, what's involved here, and then cover some of the AWS pieces as well. But you know, we're focusing on getting that value out and accelerating time to value for our joint customers. As Itamar was saying, you know, there's a lot of complexity with the SAP data and a lot of value there. How can we manage that in a prepackaged way, bringing together best of breed solutions with proven capabilities and bringing this to market quickly for our joint customers. You know, Snowflake and AWS have been strong partners for a number of years now, and that's not only on how Snowflake runs on top of AWS, but also how we integrate with their complementary analytics and then all products. And so, you know, we want to be able to leverage those in addition to what Qlik is bringing in terms of the data transformations, bringing data out of SAP in the visualization as well. All very critical. And then we want to bring in the predictive analytics, AWS brings and what Sage brings. We'll talk about that a little bit later on. Some of the technologies that we're leveraging are some of our latest cutting edge technologies that really make things easier for both our partners and our customers. For example, Qlik leverages Snowflakes recently released Snowpark for Python functionality to push down those data transformations from clicking the Snowflake that Itamar's mentioning. And while we also leverage Snowpark for integrations with Amazon SageMaker, but there's a lot of great new technology that just makes this easy and compelling for customers. >> I think that's the big word, easy button here for what may look like a complex kind of integration, kind of turnkey, really, really compelling example of the modern era we're living in, as we always say in theCUBE. You mentioned accelerators, SAP accelerators. Can you give an example of how that works with the technology from the third party providers to deliver this business value Itamar, 'cause that was an interesting comment. What's the example? Give an example of this acceleration. >> Yes, certainly. I think this is something that really makes this truly, truly unique in the industry and again, a great opportunity for customers. So we kind talked earlier about there's a lot of things that need to be done with SP data to turn it to value. And these accelerator, as the name suggests, are designed to do just that, to kind of jumpstart the process and reduce the time and the risk involved in such project. So again, these are pre-packaged templates. We basically took a lot of knowledge, and a lot of configurations, best practices about to get things done and we put 'em together. So think about all the steps, it includes things like data extraction, so already knowing which tables, all the relevant tables that you need to get data from in the contexts of the solution you're looking for, say like order to cash, we'll get back to that one. How do you continuously deliver that data into Snowflake in an in efficient manner, handling things like data type mappings, metadata naming conventions and transformations. The data models you build all the way to data mart definitions and all the transformations that the data needs to go through moving through steps until it's fully analytics ready. And then on top of that, even adding a library of comprehensive analytic dashboards and integrations through machine learning and AI and put all of that in a way that's in pre-integrated and tested to work with Snowflake and AWS. So this is where again, you get this entire recipe that's ready. So take for example, I think I mentioned order to cash. So again, all these things I just talked about, I mean, for those who are not familiar, I mean order to cash is a critical business process for every organization. So especially if you're in retail, manufacturing, enterprise, it's a big... This is where, you know, starting with booking a sales order, following by fulfilling the order, billing the customer, then managing the accounts receivable when the customer actually pays, right? So this all process, you got sales order fulfillment and the billing impacts customer satisfaction, you got receivable payments, you know, the impact's working capital, cash liquidity. So again, as a result this order to cash process is a lifeblood for many businesses and it's critical to optimize and understand. So the solution accelerator we created specifically for order to cash takes care of understanding all these aspects and the data that needs to come with it. So everything we outline before to make the data available in Snowflake in a way that's really useful for downstream analytics, along with dashboards that are already common for that, for that use case. So again, this enables customers to gain real-time visibility into their sales orders, fulfillment, accounts receivable performance. That's what the Excel's are all about. And very similarly, we have another one for example, for finance analytics, right? So this will optimize financial data reporting, helps customers get insights into P&L, financial risk of stability or inventory analytics that helps with, you know, improve planning and inventory management, utilization, increased efficiencies, you know, so in supply chain. So again, these accelerators really help customers get a jumpstart and move faster with their solutions. >> Peter, this is the easy button we just talked about, getting things going, you know, get the ball rolling, get some acceleration. Big part of this are the three companies coming together doing this. >> Yeah, and to build on what Itamar just said that the SAP data obviously has tremendous value. Those sales orders, distribution data, financial data, bringing that into Snowflake makes it easily accessible, but also it enables it to be combined with other data too, is one of the things that Snowflake does so well. So you can get a full view of the end-to-end process and the business overall. You know, for example, I'll just take one, you know, one example that, that may not come to mind right away, but you know, looking at the impact of weather conditions on supply chain logistics is relevant and material and have interest to our customers. How do you bring those different data sets together in an easy way, bringing the data out of SAP, bringing maybe other data out of other systems through Qlik or through Snowflake, directly bringing data in from our data marketplace and bring that all together to make it work. You know, fundamentally organizational silos and the data fragmentation exist otherwise make it really difficult to drive modern analytics projects. And that in turn limits the value that our customers are getting from SAP data and these other data sets. We want to enable that and unleash. >> Yeah, time for value. This is great stuff. Itamar final question, you know, what are customers using this? What do you have? I'm sure you have customers examples already using the solution. Can you share kind of what these examples look like in the use cases and the value? >> Oh yeah, absolutely. Thank you. Happy to. We have customers across different, different sectors. You see manufacturing, retail, energy, oil and gas, CPG. So again, customers in those segments, typically sectors typically have SAP. So we have customers in all of them. A great example is like Siemens Energy. Siemens Energy is a global provider of gas par services. You know, over what, 28 billion, 30 billion in revenue. 90,000 employees. They operate globally in over 90 countries. So they've used SAP HANA as a core system, so it's running on premises, multiple locations around the world. And what they were looking for is a way to bring all these data together so they can innovate with it. And the thing is, Peter mentioned earlier, not just the SAP data, but also bring other data from other systems to bring it together for more value. That includes finance data, these logistics data, these customer CRM data. So they bring data from over 20 different SAP systems. Okay, with Qlik data integration, feeding that into Snowflake in under 20 minutes, 24/7, 365, you know, days a year. Okay, they get data from over 20,000 tables, you know, over million, hundreds of millions of records daily going in. So it is a great example of the type of scale, scalability, agility and speed that they can get to drive these kind of innovation. So that's a great example with Siemens. You know, another one comes to mind is a global manufacturer. Very similar scenario, but you know, they're using it for real-time executive reporting. So it's more like feasibility to the production data as well as for financial analytics. So think, think, think about everything from audit to texts to innovate financial intelligence because all the data's coming from SAP. >> It's a great time to be in the data business again. It keeps getting better and better. There's more data coming. It's not stopping, you know, it's growing so fast, it keeps coming. Every year, it's the same story, Peter. It's like, doesn't stop coming. As we wrap up here, let's just get customers some information on how to get started. I mean, obviously you're starting to see the accelerators, it's a great program there. What a great partnership between the two companies and AWS. How can customers get started to learn about the solution and take advantage of it, getting more out of their SAP data, Peter? >> Yeah, I think the first place to go to is talk to Snowflake, talk to AWS, talk to our account executives that are assigned to your account. Reach out to them and they will be able to educate you on the solution. We have packages up very nicely and can be deployed very, very quickly. >> Well gentlemen, thank you so much for coming on. Appreciate the conversation. Great overview of the partnership between, you know, Snowflake and Qlik and AWS on a joint solution. You know, getting more out of the SAP data. It's really kind of a key, key solution, bringing SAP data to life. Thanks for coming on theCUBE. Appreciate it. >> Thank you. >> Thank you John. >> Okay, this is theCUBE coverage here at RE:Invent 2022. I'm John Furrier, your host of theCUBE. Thanks for watching. (upbeat music)

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bringing SAP data to life, great meeting you John. then going to jump into what On the Cloud Partner side, and I'm the senior vice and the solutions, and the value chain and accelerate time to value that are going to be powering and data to do so. What's the dynamic powering this trend? You know, it's time to value all the time with customers. and that's driving all the and it's also a solution by the way I mean, you got partnering and bringing this to market of the modern era we're living in, that the data needs to go through getting things going, you know, Yeah, and to build in the use cases and the value? agility and speed that they can get It's a great time to be to educate you on the solution. key solution, bringing SAP data to life. Okay, this is theCUBE

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(upbeat music) >> Hello, everyone. Welcome to theCUBE's coverage here at AWS re:Invent 2022. This is the Executive Summit with Accenture. I'm John Furrier, your host of theCUBE with two great guests coming on today, really talking about the future, the role of humans. Radically human is going to be the topic. Paul Daugherty, the group Chief Executive Technology and CTO at Accenture. And Jim Wilson, Global Managing Director of Thought Leadership and Technology Research, Accenture. Gentlemen, thank you for coming on theCUBE for this conversation around your new hit book, "Radically Human." >> Thanks, John. It's great to be with you and great to be present at re:Invent. >> We've been following you guys for many, many years now, over a decade. You always have the finger on the pulse. I mean, and as these waves come in, it's really important to understand impact. And more than ever, we're in this, I call it the systems thinking, revolution is going on now where things have consequences and machines are now accelerating their role. Developers are becoming the front lines of running companies, seeing a massive shift. This new technology is transforming the business and shaping our future as as humans. And so I love the book, very, very strong content, really right on point. What was the motivation for the book? And congratulations, but I noticed you got the structure, part one and part two, this book seems to be packing a big punch. What was the motivation, and what was some of the background in putting the book together? >> That's a great question, John. And I'll start, and then, Jim, my co-author and colleague and partner on the book can join in too. If you step back from the book itself, we'd written a first book called "Human + Machine", which focused a lot on artificial intelligence and talked about the potential and future of artificial intelligence to create a more human future for us with the human plus machine pairing. And then when we started working on the next book, it was the COVID era. COVID came on line as we were writing the book. And that was causing really an interesting time in technology for a lot of companies. I mean, think back to what you were doing. Once COVID hit, every company became more dependent on technology. Technology was the lifeline. And so Jim and I got interested in what the impacts of that were on companies, and what was different from the first research we had done around our first book. And what we found, which was super interesting, is that pre-pandemic, the leading companies, the digital leaders that were applying cloud data, AI, and related technologies faster, we're outperforming others by a factor of 2x. And that was before the pandemic. After the pandemic, we redid the research and the gap widened into 5x. And I think that's played a lot into our book. And we talk about that in the opening of our book. And the message there is exactly what you said is technology is not just the lifeline from the pandemic, but now technology is the heart and soul of how companies are driving innovation, how they're responding to global crises around inflation, energy, supply chain crisis because of the war in Ukraine, et cetera. And companies need the technology more than ever. And that's what we're writing about in "Radically Human." And we're taking a step beyond our previous book to talk about what we believe is next. And it's really cloud, data and AI, and the metaverse that signal out as three trends that are really driving transformative change for companies. In the first part of the book, to your question on the structure, talks about the roadmap to that. We talked about the ideas framework, five areas where you need to change your thinking, flip your assumptions on how to apply technology. And then the second part of the book talks about the differentiators that we believe are going to set companies apart as they look to implement this technology and transform their companies for the future. >> Jim, weigh in on this flipping the script, flipping the assumptions. >> You used a really important word there and that is systems. I think when we think about artificial intelligence, and when Paul and I have now talking to companies, a lot of executives think of AI as a point solution. They don't think about AI in terms of taking a systems approach. So we were trying to address that. All right, if you're going to build a roadmap, a technology roadmap for applying intelligent technologies like artificial intelligence, how do you take a holistic systematic view? And that's really the focus of the first section of the book. And then as Paul mentioned, how do you take those systems and really differentiate it using your talent, focusing on trust, experiences and sustainability? >> I like how it reads. It's almost like a masterclass book because you set the table. It's like, 'cause people right now are like in the mode of what's going on around me? I've been living through three years of COVID. We're coming out the other side. The world looks radically different. Humans are much more important. Automation's great, but people are finding out that the human's key, but people are trying to figure out where am I today. So I think the first part really to me hits home. Like, here's the current situation and then part two is here's how you can get better. And it's not just about machines, machines, machines and automation, automation, automation. We're seeing examples where the role of the human, the person in society, whether it's individually or as part of a group, are really now key assets in that kind of this new workforce or this new production system or society. >> Yeah. And just to take a couple examples from the book and highlight that, I think you're exactly right. And that's where "Radically Human", the title came from. And what's happening with technology is that technology itself is becoming more human like in its capability. When you think about the power of the transformer technologies and other things that we're reading about a lot. And the whole hypothesis or premise of the book I should say, is that the more human like the technology is, the more radically human or the more radical the human potential improvement is, the bigger the opportunity. It's pairing the two together rather than, as you said, just looking at the automation or the machine side of it. That's really the radical leap. And one thing Jim and I talked about in context of the book is companies really often haven't been radical enough in applying technology to really get to dramatic gains that they can get. Just a couple examples from the ideas framework, the I in IDEAS. The ideas framework is the first part of the book. The five areas to flip your assumptions. The I stands for intelligence and we're talking about more human and less artificial in terms of the intelligence techniques. Things like common sense learning and other techniques that allow you to develop more powerful ways of engaging people, engaging humans in the systems that we build using the kind of systems thinking that Jim mentioned. And things like emotional AI, common sense AI, new techniques in addition to machine, the big data driven machine learning techniques, which are essential to vision and solving big problems like that. So that's just an example of how you bring it together and enable that human potential. >> I love the idea, go ahead Jim. >> I was going to say we've been used to adapting to technology, and contorting our fingers to keyboards and so on for a long time. And now we're starting to see that technology is in fact beginning to adapt to us and become more natural in many instances. One point that we make is now in the human technology nexus, in fact, the human is in the ascended. That's one of the big ideas that we try to put out there in this book. >> I love the idea of flipping the script, flipping the assumptions, but ideas framework is interesting. I for intelligence, D for data, E for expertise, A for architecture, S for strategy. Notice the strategies last. Normally in the old school days, it's like, hey, strategy first and execution. Really interesting how you guys put that together. It feels like business is becoming agile and iterative and how it's going to be forming. Can you guys, I mean that's my opinion, but I think observing how developers becoming much more part of the app. I mean, if you take digital transformation to its conclusion, the application is the company, It's not a department serving the business, it is the business, therefore developers are running the business, so to speak. This is really radical. I mean, this is how I'm seeing it. What's your reaction to that? Do you see similar parallels to this transformation if you take it down to a conclusion and strategy is just what you do after you get the outcomes you need? What's your reaction to that? >> Yeah, I think one of the most lasting elements of the book might be that chapter on strategy in my opinion, because you need to think about it differently. The old way of doing strategy is dead. You can't do it the way you used to do it. And that's what we tried to lay out with the S in IDEAS, the strategy. The subtitle that chapter is we're all technology companies now. And if you're a technology driven company, the way you need to think about and every company is becoming, that's what I hear when I talk to these suites and CEOs and boards, is everybody's recognizing the essential role that technology plays and therefore they need to master technology. Well, you need to think about strategy differently then because of the pace of technology innovation. And so you need to throw out the old way of doing it. We suggest three new archetypes of how to do strategy that I think are really important. It's about continuous strategy in all cases. An example is one of the techniques we talk about, forever beta, which is, think about a Tesla or companies that it's never quite done. They're always improving and the product is designed to be connected and improving. So it changes along the product and the strategy along how you deploy it to consumers changes as you go. And that's an example of a very different approach to strategy that we believe is essential to consider as you look at the future. Yeah, those multi-month strategy sessions might play out over two or three quarters of going away. And strategy and execution are becoming almost simultaneous these days as Paul was saying. >> It's interesting because that's the trend you're seeing with more data, more automation, but the human plays a much critical role. And just aside on the Tesla example, is well documented. I think I wrote about in a post just this week that during the model three, Elon wanted full automation and had to actually go off scripts and get to humans back in charge 'cause it wasn't working properly. Now they have a balance. But that brings up to part two, which I like, which is this human piece of it. We always talk about skills gaps, there's not enough people to do this, that and the other thing. And talent was a big part of that second half, trust, talent, experiences. That's more of the person's role, either individually as part of a collective group. Is talent the scarce resource now where that's the goal, that's the key 'cause it all could point to that in a way. Skills gap points to, hey, humans are valuable. In fact the value's going up if it's properly architected. What's your reaction to that, guys? Because I think that's something that is not, kind of nuanced point, but it's a feature, not a bug maybe, I don't know. What's your thoughts? >> Yeah, go ahead Jim. >> I was going to say it, we're dramatically underestimating the amount of focus we need to put on talent. That's why we start off that second part of the book, really zooming in on talent. I think you might think that for every hundred dollars that you put into a technology initiative, you might put 50 or 75 into re-skilling initiatives to really compliment that. But what we're seeing is companies need to be much more revolutionary in their focus on talent. We saw economic analysis recently that pointed out that for every $1 you spend on technology, you are likely going to need to spend about $9 on intangible human capital. That means on talent, on getting the best talent, on re-skilling and on changing processes and work tasks. So there's a lot of work that needs to be done. Really that's human focus. It's not just about adopting the technology. Certainly the technology's critical, but we're underestimating the amount of focus that needs to go into the talent factors. >> That's a huge point. >> And I think some of the elements of talent that become really critical that we talked about in the book are becoming a talent creator. We believe the successful companies of the future are going to be able not just to post a job opening and hire people in because there's not going to be enough. And a lot of the jobs that companies are creating don't exist 'cause the technology changing so fast. So the companies that succeed are going to know how to create talent, bring in people, apprentices and such, and shape to tale as they go. We're doing a significant amount of that in our own company. They're going to be learning based organizations where you'll differentiate, you'll get the best employees if you provide better learning environments because that's what employees want. And then democratizing access to technology. Things like Amazon's Honeycode is an example, low-code/no-code development to spread development to wider pools of people. Those types of things are really critical going forward to really unlock the talent potential. And really what you end up with is, yeah, the human talent's important, but it's magnified and multiplied by the power of people, giving them in essence superpowers in using technology in new ways. >> I think you nailed it, that's super important. That point about the force multiplier when you put things in combination, whether it's group constructs, two pizza teams flexing, leveraging the talent. I mean, this is a new configuration. You guys are nailing it there. I love that piece. And I think groups and collectives you're going to start to see a lot more of that. But again, with talent comes trust when you start to have these ephemeral and or forming groups that are forming production systems or experiences. So trust comes up a lot. You guys see the metaverse as an important part there. Obviously metaverse is a pretext to the virtual world where we're going to start to create these group experiences and create new force multipliers. How does the metaverse play into this new radically human world, and what does it mean for the future of business? >> Yeah, I think the metaverse is radically misunderstood to use the word title when we're not with the title of our book. And we believe that the metaverse does have real big potential, massive potential, and I think it'll transform the way we think about digital more so than we've changed our thinking on digital in the last 10 years. So that's the potential of the metaverse. And it's not just about the consumer things, it's about metaverse and the enterprise. It's about the new products you create using distributed ledger and other technologies. And it's about the industrial metaverse of how you bring digital twins and augmented workers online in different ways. And so I believe that it has tremendous potential. We write about that in the book and it really takes radically human to another level. And one way to think about this is cloud is really becoming the operating system of business. You have to build your enterprise around the cloud as you go forward. That's going to shape the way you do business. AI becomes the insight and intelligence in how you work, infused with the human talent and such as we said. And the metaverse then reshapes the experience layers. So you have cloud, AI building on top of this metaverse providing a new way to generate experiences for employees, citizens, consumers, et cetera. And that's the way it unfolds, but trust becomes more important because just as AI raises new questions around trust, every technology raises new questions around trust. The metaverse raises a whole new set of questions. And in the book we outline a five-part framework or five essential parts of the framework around how you establish trust as you implement these new technologies. >> Yeah, we're seeing that about three quarters of companies are really trying to figure out trust, certainly with issues like the metaverse more broadly across their IT so they're focusing on security and privacy, transparency, especially when you're talking about AI systems, explainability. One of the more surprising things that we learned when doing the book, when we were doing the research is that we saw that increasingly consumers and employees want systems to be informed by a sense of humanity. So one company that we've been looking at that's been developing autonomous vehicles, self-driving car systems, they're actually training the system by emulating human behavior. So turning the cameras on test drivers to see how they learn and then training the AI using that sense of humanity 'cause other drivers on the road find human behavior more trustworthy. And similarly, that system is also using explainable AI to actually show which human behaviors that AI system is learning from. Some really interesting innovations happening in that trust space. John. >> Jim, I think you bring up a great point that's worth talking more about. Because you're talking about how human behaviors are being put into the design of new things like machines or software. And we're living in this era of cloud scale, which is compressing this transformation timeline and we've been calling it supercloud, some call it multi-cloud, but it's really a new thing happening where you're seeing an acceleration of the transformation. We think it's going to happen much faster in the next five to 10 years. And so that means these new things are emerging, not just, hey, I'm running a virtual event with chat and some video. It's group behavior, it's groups convening, talking, getting things done, debating, doing things differently. And so this idea of humans informing design decisions or software with low-code/no-code, this completely changes strategy. I mean this is a big point of the book. >> Yeah, no, I go back to one of the, the E in the IDEAS framework is expertise. And we talk about from machine learning to machine teaching, which is exactly that. Machine learning is maybe humans tag data and stuff and feed into algorithms. Machine teaching is how do you really leverage the human expertise in the systems that you develop with AI. One of the examples we give is one of the large consumer platforms that uses human designers to give the system a sense of aesthetic design and product design. A very difficult thing, especially with changing fashion interest and everything else to encode in algorithms and to even have AI do, even if you have fast amounts of data, but with the right human insight and human expertise injected in, you can create amazing new capability that responds to consumers in a much more powerful way. And that's an example of what you just said, John, bringing the two together. >> Well, yeah, it's interesting. I want to to get your thoughts as we get wrap up here soon. How do you apply all these human-centric technologies to the future of business? As you guys talk to leaders in the enterprise of their businesses, as they look at the horizon, they see the the future. They got to start thinking about things like generative AI and how they can bring some of these technologies to the table. We were talking about if open source continues to grow the way it's going, there might not be any code to write, it just writes itself at some point. So you got supply chain issues with security. These are new things you guys are hitting in the book where these are new dynamics, new power dynamics in how things get built. So if you're a business owner and leader, this is a new opportunity, a challenge certainly that is an opportunity. How do you apply all this stuff for business? >> I'll go first then Jim can add in. But the first thing I think starts with recognizing the role that technology does play and investing accordingly in it. So the right technology talent, rethinking the way you do strategy as we talked about earlier and recognizing how you need to build a foundation. That's why the fact you're at re:Invent is so important because companies are, again, rebuilding that operating system of their business in the cloud. And you need that as the foundation to go forward, to do, to build the other types of capabilities. And then I think it's developing those talent systems as well. Do you have the right talent brand? Are you attracting the right employees? Are you developing them in the right way so that you have the right future talent going forward? And then you marry the two together and that's what gives you the radically human formula. >> Yeah. When we were developing that first part of the book, Paul and I did quite a bit of research, and Paul kind of alluded to that research earlier, but one of the things that we saw in really the first year of the pandemic was that there was a lot of first time adoption of intelligent technologies like artificial intelligence. One statistic is that 70% of companies that had never tried AI before went ahead and tried it during the pandemic. So first time adoption rates were way up, but the thing is companies were not trying to do it themselves and to necessarily build an AI department. They were partnering and it's really important to find a partner, often a cloud partner as a way to get started, start small scale, and then scale up doing experiments. So that was one of the key insights that we had. You don't need to do it all yourself. >> If you see the transformation of just AWS, we're here at re:Invent, since we've been covering the events since 2013, every year there's been a thematic thing. It was startups, enterprise, now builders, and now change your company. This year it's continuing that same thing where you're starting to see new things happen. It's not just lift and shift and running a SaaS application on the cloud. People are are changing and refactoring and replatforming categorical applications in for this new era. And we're calling it supercloud, superservices, superapps, 'cause they're different. They're doing different things in leveraging large scale CapEx, large scale talent pools, or talent pools in certain ways. So this is real, something's happening here and we've been talking about it a lot lately. So I have to ask you guys, how does a company know if they're radical enough? Like what is radical? How can I put a pin in that? It's like take a temperature or we like radical enough, what some tell signs can you guys share for companies that are really leaning into this new next inflection point because there are new things happening? How do you know if you're you're pushing the envelope radical enough to take advantage? >> Yeah, I think one. >> You can go ahead, Paul. >> Yeah, I was going to say one of the tests is the impact on your business. You have to start by looking at all this in the context of your business, and is it really taking you to another level? You said it perfectly, John, it used to be we used to talk about migration and workloads to the cloud and things like that. That's still something you need to do. But now our focus with a lot of our customers is on how do you innovate and grow your business in the cloud? What's the platform that you're using for your new digital products and services you're offering to your consumers. I mean it is the business and I think that's the test whether you're being radical enough is on the one hand, are you really using the technology to drive differentiation and real growth and change in your business? And are you equipping people, your human talent with the capabilities they need to perform in very different ways? And those are the two tests that I would give. >> Totally agree. >> Interesting enough, we love this topic and you guys, again, the book is spot on. Very packs of big punch on content, but very relevant in today. And I think one of the things we're looking at is that people who do things differently take advantage of some of these radical approaches like IDEAS, your framework, and understand where they are and what's available and what's coming around the corner. They stand out in the pack or create new business opportunities because the CapEx is taken care of. Now you got your cloud, I mean you're building clouds on top of clouds or something's happening. I think you see it, look at like companies like Snowflake, it's a data warehouse on the cloud. What does that mean? They didn't build a cloud, they used Amazon. So you're starting to see these new things pop up. >> Yeah and that's a good example. And it sounds like a simple thing, data warehouse in the cloud, but the new business capability that a technology like that allows and the portability of being able to connect and use data across cloud environments and such is tremendously powerful. And I think that's why, you talk about companies doing things differently, that's why it's great, again, that you're at re:Invent. If you look at the index of our book, you'll see AWS mentioned a number of times 'cause we tell a lot of customer company stories about how they're leveraging AWS capabilities in cloud and AI to really do transformative things in their business. And I think that's what it's all about. >> Yeah, and one of the things too in the book, it's great 'cause it has the systems thinking, it's got really relevant information, but you guys have seen the movie before. I think one of the wild cards in this era is global. We're global economy, you've got regions, you've got data sovereignty, you're seeing all kinds of new things emerging. Thoughts on the global impact 'cause you take your book and you overlay that to business, like you got to operate all over the world as a human issue, as a geography issue. What's your guys take on the global impact? >> Well that's why you got to think about cloud as one technology. We talked about in the book and cloud is, I think a lot of people think, well, clouds, it's almost old news. Maybe it's been around for a while. As you said, you've been going to re:Invent since 2013. Cloud is really just getting started. And it's 'cause the reasons you said, when you look at what you need to do around sovereign cloud capability if you're in Europe. For many companies it's about multi-cloud capabilities that you need to deploy differently in different regions. And they need to, in some cases for good reason, they have hybrid cloud capability that they match on their own. And then there's the edge capability which comes into play in different ways. And so the architecture becomes very complex and we talk the A in IDEAS is architecture. We talk about all this and how you need to move from the old conception of architecture, which was more static and just modularity was the key thing you thought about. It's more the idea of a living system, of living architecture that's expanding and is what's much more dynamic. And I think that's the way you need to think about it as you manage in a global environment today with the pace of technology advancement. >> Yeah, the innovation is here. It's not stopping. How do you create some defacto standards while not stunting the innovation is going to be a big discussion as these new flipped assumptions start to generate more activity. It's going to be very interesting to watch. Gentlemen, thank you so much for spending the time here on theCUBE as we break down your new book, "Radically Human" and how business leads can flip the script on their business assumptions and put ideas and access to work. This is a big part of the cloud show at re:Invent. Thanks so much for sharing and congratulations on a great book. >> Thanks, John. And just one point I'd add is that one of the things we do talk about in talent is the need to reskill talent. People who need to be relevant in the rapidly changing future. And that's one area where I think we all as institutions, as communities and individuals need to do more is to help those that need to reskilling. And the final point I mentioned is that we've mentioned at the end of the book that all proceeds from the book are being donated to NGOs and nonprofits that are focused on reskilling those who need a skill refresh in light of the radically human change in technology that's happening. >> Great. Buy the book. Proceeds go to a great cause and it's a very relevant book. If you're in the middle of this big wave that's coming. this is a great book. There's a guidepost and also give you some great ideas to reset, reflip the scripts, refactor, replatform. Guys, thanks for coming on and sharing. I really appreciate it. Again, congratulations. >> Thanks, John. >> Thanks, John. Great discussion. >> You're watching theCUBE here covering the executive forum here at AWS re:Invent '22. I'm John Furrier, you're host with Accenture. Thanks for watching. (gentle music)

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Peter MacDonald & Itamar Ankorion | AWS re:Invent 2022


 

(upbeat music) >> Hello, welcome back to theCUBE's AWS RE:Invent 2022 Coverage. I'm John Furrier, host of theCUBE. Got a great lineup here, Itamar Ankorion SVP Technology Alliance at Qlik and Peter McDonald, vice President, cloud partnerships and business development Snowflake. We're going to talk about bringing SAP data to life, for joint Snowflake, Qlik and AWS Solution. Gentlemen, thanks for coming on theCUBE Really appreciate it. >> Thank you. >> Thank you, great meeting you John. >> Just to get started, introduce yourselves to the audience, then going to jump into what you guys are doing together, unique relationship here, really compelling solution in cloud. Big story about applications and scale this year. Let's introduce yourselves. Peter, we'll start with you. >> Great. I'm Peter MacDonald. I am vice president of Cloud Partners and business development here at Snowflake. On the Cloud Partner side, that means I manage AWS relationship along with Microsoft and Google Cloud. What we do together in terms of complimentary products, GTM, co-selling, things like that. Importantly, working with other third parties like Qlik for joint solutions. On business development, it's negotiating custom commercial partnerships, large companies like Salesforce and Dell, smaller companies at most for our venture portfolio. >> Thanks Peter and hi John. It's great to be back here. So I'm Itamar Ankorion and I'm the senior vice president responsible for technology alliances here at Qlik. With that, own strategic alliances, including our key partners in the cloud, including Snowflake and AWS. I've been in the data and analytics enterprise software market for 20 plus years, and my main focus is product management, marketing, alliances, and business development. I joined Qlik about three and a half years ago through the acquisition of Attunity, which is now the foundation for Qlik data integration. So again, we focus in my team on creating joint solution alignment with our key partners to provide more value to our customers. >> Great to have both you guys, senior executives in the industry on theCUBE here, talking about data, obviously bringing SAP data to life is the theme of this segment, but this reinvent, it's all about the data, big data end-to-end story, a lot about data being intrinsic as the CEO says on stage around in the organizations in all aspects. Take a minute to explain what you guys are doing as from a company standpoint. Snowflake and Qlik and the solutions, why here at AWS? Peter, we'll start with you at Snowflake, what you guys do as a company, your mission, your focus. >> That was great, John. Yeah, so here at Snowflake, we focus on the data platform and until recently, data platforms required expensive on-prem hardware appliances. And despite all that expense, customers had capacity constraints, inexpensive maintenance, and had limited functionality that all impeded these organizations from reaching their goals. Snowflake is a cloud native SaaS platform, and we've become so successful because we've addressed these pain points and have other new special features. For example, securely sharing data across both the organization and the value chain without copying the data, support for new data types such as JSON and structured data, and also advance in database data governance. Snowflake integrates with complimentary AWS services and other partner products. So we can enable holistic solutions that include, for example, here, both Qlik and AWS SageMaker, and comprehend and bring those to joint customers. Our customers want to convert data into insights along with advanced analytics platforms in AI. That is how they make holistic data-driven solutions that will give them competitive advantage. With Snowflake, our approach is to focus on customer solutions that leverage data from existing systems such as SAP, wherever they are in the cloud or on-premise. And to do this, we leverage partners like Qlik native US to help customers transform their businesses. We provide customers with a premier data analytics platform as a result. Itamar, why don't you talk about Qlik a little bit and then we can dive into the specific SAP solution here and some trends >> Sounds great, Peter. So Qlik provides modern data integration and analytics software used by over 38,000 customers worldwide. Our focus is to help our customers turn data into value and help them close the gap between data all the way through insight and action. We offer click data integration and click data analytics. Click data integration helps to automate the data pipelines to deliver data to where they want to use them in real-time and make the data ready for analytics and then Qlik data analytics is a robust platform for analytics and business intelligence has been a leader in the Gartner Magic Quadrant for over 11 years now in the market. And both of these come together into what we call Qlik Cloud, which is our SaaS based platform. So providing a more seamless way to consume all these services and accelerate time to value with customer solutions. In terms of partnerships, both Snowflake and AWS are very strategic to us here at Qlik, so we have very comprehensive investment to ensure strong joint value proposition to we can bring to our mutual customers, everything from aligning our roadmaps through optimizing and validating integrations, collaborating on best practices, packaging joint solutions like the one we'll talk about today. And with that investment, we are an elite level, top level partner with Snowflake. We fly that our technology is Snowflake-ready across the entire product set and we have hundreds of joint customers together and with AWS we've also partnered for a long time. We're here to reinvent. We've been here with the first reinvent since the inaugural one, so it kind of gives you an idea for how long we've been working with AWS. We provide very comprehensive integration with AWS data analytics services, and we have several competencies ranging from data analytics to migration and modernization. So that's our focus and again, we're excited about working with Snowflake and AWS to bring solutions together to market. >> Well, I'm looking forward to unpacking the solutions specifically, and congratulations on the continued success of both your companies. We've been following them obviously for a very long time and seeing the platform evolve beyond just SaaS and a lot more going on in cloud these days, kind of next generation emerging. You know, we're seeing a lot of macro trends that are going to be powering some of the things we're going to get into real quickly. But before we get into the solution, what are some of those power dynamics in the industry that you're seeing in trends specifically that are impacting your customers that are taking us down this road of getting more out of the data and specifically the SAP, but in general trends and dynamics. What are you hearing from your customers? Why do they care? Why are they going down this road? Peter, we'll start with you. >> Yeah, I'll go ahead and start. Thanks. Yeah, I'd say we continue to see customers being, being very eager to transform their businesses and they know they need to leverage technology and data to do so. They're also increasingly depending upon the cloud to bring that agility, that elasticity, new functionality necessary to react in real-time to every evolving customer needs. You look at what's happened over the last three years, and boy, the macro environment customers, it's all changing so fast. With our partnerships with AWS and Qlik, we've been able to bring to market innovative solutions like the one we're announcing today that spans all three companies. It provides a holistic solution and an integrated solution for our customer. >> Itamar let's get into it, you've been with theCUBE, you've seen the journey, you have your own journey, many, many years, you've seen the waves. What's going on now? I mean, what's the big wave? What's the dynamic powering this trend? >> Yeah, in a nutshell I'll call it, it's all about time. You know, it's time to value and it's about real-time data. I'll kind of talk about that a bit. So, I mean, you hear a lot about the data being the new oil, but it's definitely, we see more and more customers seeing data as their critical enabler for innovation and digital transformation. They look for ways to monetize data. They look as the data as the way in which they can innovate and bring different value to the customers. So we see customers want to use more data so to get more value from data. We definitely see them wanting to do it faster, right, than before. And we definitely see them looking for agility and automation as ways to accelerate time to value, and also reduce overall costs. I did mention real-time data, so we definitely see more and more customers, they want to be able to act and make decisions based on fresh data. So yesterday's data is just not good enough. >> John: Yeah. >> It's got to be down to the hour, down to the minutes and sometimes even lower than that. And then I think we're also seeing customers look to their core business systems where they have a lot of value, like the SAP, like mainframe and thinking, okay, our core data is there, how can we get more value from this data? So that's key things we see all the time with customers. >> Yeah, we did a big editorial segment this year on, we called data as code. Data as code is kind of a riff on infrastructure as code and you start to see data becoming proliferating into all aspects, fresh data. It's not just where you store it, it's how you share it, it's how you turn it into an application intrinsically involved in all aspects. This is the big theme this year and that's driving all the conversations here at RE:Invent. And I'm guaranteeing you, it's going to happen for another five and 10 years. It's not stopping. So I got to get into the solution, you guys mentioned SAP and you've announced the solution by Qlik, Snowflake and AWS for your customers using SAP. Can you share more about this solution? What's unique about it? Why is it important and why now? Peter, Itamar, we'll start with you first. >> Let me jump in, this is really, I'll jump because I'm excited. We're very excited about this solution and it's also a solution by the way and again, we've seen proven customer success with it. So to your point, it's ready to scale, it's starting, I think we're going to see a lot of companies doing this over the next few years. But before we jump to the solution, let me maybe take a few minutes just to clarify the need, why we're seeing, why we're seeing customers jump to do this. So customers that use SAP, they use it to manage the core of their business. So think order processing, management, finance, inventory, supply chain, and so much more. So if you're running SAP in your company, that data creates a great opportunity for you to drive innovation and modernization. So what we see customers want to do, they want to do more with their data and more means they want to take SAP with non-SAP data and use it together to drive new insights. They want to use real-time data to drive real-time analytics, which they couldn't do to date. They want to bring together descriptive with predictive analytics. So adding machine learning in AI to drive more value from the data. And naturally they want to do it faster. So find ways to iterate faster on their solutions, have freedom with the data and agility. And I think this is really where cloud data platforms like Snowflake and AWS, you know, bring that value to be able to drive that. Now to do that you need to unlock the SAP data, which is a lot of also where Qlik comes in because typical challenges these customers run into is the complexity, inherent in SAP data. Tens of thousands of tables, proprietary formats, complex data models, licensing restrictions, and more than, you have performance issues, they usually run into how do we handle the throughput, the volumes while maintaining lower latency and impact. Where do we find knowledge to really understand how to get all this done? So these are the things we've looked at when we came together to create a solution and make it unique. So when you think about its uniqueness, because we put together a lot, and I'll go through three, four key things that come together to make this unique. First is about data delivery. How do you have the SAP data delivery? So how do you get it from ECC, from HANA from S/4HANA, how do you deliver the data and the metadata and how that integration well into Snowflake. And what we've done is we've focused a lot on optimizing that process and the continuous ingestion, so the real-time ingestion of the data in a way that works really well with the Snowflake system, data cloud. Second thing is we looked at SAP data transformation, so once the data arrives at Snowflake, how do we turn it into being analytics ready? So that's where data transformation and data worth automation come in. And these are all elements of this solution. So creating derivative datasets, creating data marts, and all of that is done by again, creating an optimized integration that pushes down SQL based transformations, so they can be processed inside Snowflake, leveraging its powerful engine. And then the third element is bringing together data visualization analytics that can also take all the data now that in organizing inside Snowflake, bring other data in, bring machine learning from SageMaker, and then you go to create a seamless integration to bring analytic applications to life. So these are all things we put together in the solution. And maybe the last point is we actually took the next step with this and we created something we refer to as solution accelerators, which we're really, really keen about. Think about this as prepackaged templates for common business analytic needs like order to cash, finance, inventory. And we can either dig into that a little more later, but this gets the next level of value to the customers all built into this joint solution. >> Yeah, I want to get to the accelerators, but real quick, Peter, your reaction to the solution, what's unique about it? And obviously Snowflake, we've been seeing the progression data applications, more developers developing on top of Snowflake, data as code kind of implies developer ecosystem. This is kind of interesting. I mean, you got partnering with Qlik and AWS, it's kind of a developer-like thinking real solution. What's unique about this SAP solution that's, that's different than what customers can get anywhere else or not? >> Yeah, well listen, I think first of all, you have to start with the idea of the solution. This are three companies coming together to build a holistic solution that is all about, you know, creating a great opportunity to turn SAP data into value this is Itamar was talking about, that's really what we're talking about here and there's a lot of technology underneath it. I'll talk more about the Snowflake technology, what's involved here, and then cover some of the AWS pieces as well. But you know, we're focusing on getting that value out and accelerating time to value for our joint customers. As Itamar was saying, you know, there's a lot of complexity with the SAP data and a lot of value there. How can we manage that in a prepackaged way, bringing together best of breed solutions with proven capabilities and bringing this to market quickly for our joint customers. You know, Snowflake and AWS have been strong partners for a number of years now, and that's not only on how Snowflake runs on top of AWS, but also how we integrate with their complementary analytics and then all products. And so, you know, we want to be able to leverage those in addition to what Qlik is bringing in terms of the data transformations, bringing data out of SAP in the visualization as well. All very critical. And then we want to bring in the predictive analytics, AWS brings and what Sage brings. We'll talk about that a little bit later on. Some of the technologies that we're leveraging are some of our latest cutting edge technologies that really make things easier for both our partners and our customers. For example, Qlik leverages Snowflakes recently released Snowpark for Python functionality to push down those data transformations from clicking the Snowflake that Itamar's mentioning. And while we also leverage Snowpark for integrations with Amazon SageMaker, but there's a lot of great new technology that just makes this easy and compelling for customers. >> I think that's the big word, easy button here for what may look like a complex kind of integration, kind of turnkey, really, really compelling example of the modern era we're living in, as we always say in theCUBE. You mentioned accelerators, SAP accelerators. Can you give an example of how that works with the technology from the third party providers to deliver this business value Itamar, 'cause that was an interesting comment. What's the example? Give an example of this acceleration. >> Yes, certainly. I think this is something that really makes this truly, truly unique in the industry and again, a great opportunity for customers. So we kind talked earlier about there's a lot of things that need to be done with SP data to turn it to value. And these accelerator, as the name suggests, are designed to do just that, to kind of jumpstart the process and reduce the time and the risk involved in such project. So again, these are pre-packaged templates. We basically took a lot of knowledge, and a lot of configurations, best practices about to get things done and we put 'em together. So think about all the steps, it includes things like data extraction, so already knowing which tables, all the relevant tables that you need to get data from in the contexts of the solution you're looking for, say like order to cash, we'll get back to that one. How do you continuously deliver that data into Snowflake in an in efficient manner, handling things like data type mappings, metadata naming conventions and transformations. The data models you build all the way to data mart definitions and all the transformations that the data needs to go through moving through steps until it's fully analytics ready. And then on top of that, even adding a library of comprehensive analytic dashboards and integrations through machine learning and AI and put all of that in a way that's in pre-integrated and tested to work with Snowflake and AWS. So this is where again, you get this entire recipe that's ready. So take for example, I think I mentioned order to cash. So again, all these things I just talked about, I mean, for those who are not familiar, I mean order to cash is a critical business process for every organization. So especially if you're in retail, manufacturing, enterprise, it's a big... This is where, you know, starting with booking a sales order, following by fulfilling the order, billing the customer, then managing the accounts receivable when the customer actually pays, right? So this all process, you got sales order fulfillment and the billing impacts customer satisfaction, you got receivable payments, you know, the impact's working capital, cash liquidity. So again, as a result this order to cash process is a lifeblood for many businesses and it's critical to optimize and understand. So the solution accelerator we created specifically for order to cash takes care of understanding all these aspects and the data that needs to come with it. So everything we outline before to make the data available in Snowflake in a way that's really useful for downstream analytics, along with dashboards that are already common for that, for that use case. So again, this enables customers to gain real-time visibility into their sales orders, fulfillment, accounts receivable performance. That's what the Excel's are all about. And very similarly, we have another one for example, for finance analytics, right? So this will optimize financial data reporting, helps customers get insights into P&L, financial risk of stability or inventory analytics that helps with, you know, improve planning and inventory management, utilization, increased efficiencies, you know, so in supply chain. So again, these accelerators really help customers get a jumpstart and move faster with their solutions. >> Peter, this is the easy button we just talked about, getting things going, you know, get the ball rolling, get some acceleration. Big part of this are the three companies coming together doing this. >> Yeah, and to build on what Itamar just said that the SAP data obviously has tremendous value. Those sales orders, distribution data, financial data, bringing that into Snowflake makes it easily accessible, but also it enables it to be combined with other data too, is one of the things that Snowflake does so well. So you can get a full view of the end-to-end process and the business overall. You know, for example, I'll just take one, you know, one example that, that may not come to mind right away, but you know, looking at the impact of weather conditions on supply chain logistics is relevant and material and have interest to our customers. How do you bring those different data sets together in an easy way, bringing the data out of SAP, bringing maybe other data out of other systems through Qlik or through Snowflake, directly bringing data in from our data marketplace and bring that all together to make it work. You know, fundamentally organizational silos and the data fragmentation exist otherwise make it really difficult to drive modern analytics projects. And that in turn limits the value that our customers are getting from SAP data and these other data sets. We want to enable that and unleash. >> Yeah, time for value. This is great stuff. Itamar final question, you know, what are customers using this? What do you have? I'm sure you have customers examples already using the solution. Can you share kind of what these examples look like in the use cases and the value? >> Oh yeah, absolutely. Thank you. Happy to. We have customers across different, different sectors. You see manufacturing, retail, energy, oil and gas, CPG. So again, customers in those segments, typically sectors typically have SAP. So we have customers in all of them. A great example is like Siemens Energy. Siemens Energy is a global provider of gas par services. You know, over what, 28 billion, 30 billion in revenue. 90,000 employees. They operate globally in over 90 countries. So they've used SAP HANA as a core system, so it's running on premises, multiple locations around the world. And what they were looking for is a way to bring all these data together so they can innovate with it. And the thing is, Peter mentioned earlier, not just the SAP data, but also bring other data from other systems to bring it together for more value. That includes finance data, these logistics data, these customer CRM data. So they bring data from over 20 different SAP systems. Okay, with Qlik data integration, feeding that into Snowflake in under 20 minutes, 24/7, 365, you know, days a year. Okay, they get data from over 20,000 tables, you know, over million, hundreds of millions of records daily going in. So it is a great example of the type of scale, scalability, agility and speed that they can get to drive these kind of innovation. So that's a great example with Siemens. You know, another one comes to mind is a global manufacturer. Very similar scenario, but you know, they're using it for real-time executive reporting. So it's more like feasibility to the production data as well as for financial analytics. So think, think, think about everything from audit to texts to innovate financial intelligence because all the data's coming from SAP. >> It's a great time to be in the data business again. It keeps getting better and better. There's more data coming. It's not stopping, you know, it's growing so fast, it keeps coming. Every year, it's the same story, Peter. It's like, doesn't stop coming. As we wrap up here, let's just get customers some information on how to get started. I mean, obviously you're starting to see the accelerators, it's a great program there. What a great partnership between the two companies and AWS. How can customers get started to learn about the solution and take advantage of it, getting more out of their SAP data, Peter? >> Yeah, I think the first place to go to is talk to Snowflake, talk to AWS, talk to our account executives that are assigned to your account. Reach out to them and they will be able to educate you on the solution. We have packages up very nicely and can be deployed very, very quickly. >> Well gentlemen, thank you so much for coming on. Appreciate the conversation. Great overview of the partnership between, you know, Snowflake and Qlik and AWS on a joint solution. You know, getting more out of the SAP data. It's really kind of a key, key solution, bringing SAP data to life. Thanks for coming on theCUBE. Appreciate it. >> Thank you. >> Thank you John. >> Okay, this is theCUBE coverage here at RE:Invent 2022. I'm John Furrier, your host of theCUBE. Thanks for watching. (upbeat music)

Published Date : Nov 23 2022

SUMMARY :

bringing SAP data to life, great meeting you John. then going to jump into what On the Cloud Partner side, and I'm the senior vice and the solutions, and the value chain and accelerate time to value that are going to be powering and data to do so. What's the dynamic powering this trend? You know, it's time to value all the time with customers. and that's driving all the and it's also a solution by the way I mean, you got partnering and bringing this to market of the modern era we're living in, that the data needs to go through getting things going, you know, Yeah, and to build in the use cases and the value? agility and speed that they can get It's a great time to be to educate you on the solution. key solution, bringing SAP data to life. Okay, this is theCUBE

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Paul Daugherty & Jim Wilson | AWS Executive Summit 2022


 

(upbeat music) >> Hello, everyone. Welcome to theCUBE's coverage here at AWS re:Invent 2022. This is the Executive Summit with Accenture. I'm John Furrier, your host of theCUBE with two great guests coming on today, really talking about the future, the role of humans. Radically human is going to be the topic. Paul Daugherty, the group Chief Executive Technology and CTO at Accenture. And Jim Wilson, Global Managing Director of Thought Leadership and Technology Research, Accenture. Gentlemen, thank you for coming on theCUBE for this conversation around your new hit book, "Radically Human." >> Thanks, John. It's great to be with you and great to be present at re:Invent. >> We've been following you guys for many, many years now, over a decade. You always have the finger on the pulse. I mean, and as these waves come in, it's really important to understand impact. And more than ever, we're in this, I call it the systems thinking, revolution is going on now where things have consequences and machines are now accelerating their role. Developers are becoming the front lines of running companies, seeing a massive shift. This new technology is transforming the business and shaping our future as as humans. And so I love the book, very, very strong content, really right on point. What was the motivation for the book? And congratulations, but I noticed you got the structure, part one and part two, this book seems to be packing a big punch. What was the motivation, and what was some of the background in putting the book together? >> That's a great question, John. And I'll start, and then, Jim, my co-author and colleague and partner on the book can join in too. If you step back from the book itself, we'd written a first book called "Human + Machine", which focused a lot on artificial intelligence and talked about the potential and future of artificial intelligence to create a more human future for us with the human plus machine pairing. And then when we started working on the next book, it was the COVID era. COVID came on line as we were writing the book. And that was causing really an interesting time in technology for a lot of companies. I mean, think back to what you were doing. Once COVID hit, every company became more dependent on technology. Technology was the lifeline. And so Jim and I got interested in what the impacts of that were on companies, and what was different from the first research we had done around our first book. And what we found, which was super interesting, is that pre-pandemic, the leading companies, the digital leaders that were applying cloud data, AI, and related technologies faster, we're outperforming others by a factor of 2x. And that was before the pandemic. After the pandemic, we redid the research and the gap widened into 5x. And I think that's played a lot into our book. And we talk about that in the opening of our book. And the message there is exactly what you said is technology is not just the lifeline from the pandemic, but now technology is the heart and soul of how companies are driving innovation, how they're responding to global crises around inflation, energy, supply chain crisis because of the war in Ukraine, et cetera. And companies need the technology more than ever. And that's what we're writing about in "Radically Human." And we're taking a step beyond our previous book to talk about what we believe is next. And it's really cloud, data and AI, and the metaverse that signal out as three trends that are really driving transformative change for companies. In the first part of the book, to your question on the structure, talks about the roadmap to that. We talked about the ideas framework, five areas where you need to change your thinking, flip your assumptions on how to apply technology. And then the second part of the book talks about the differentiators that we believe are going to set companies apart as they look to implement this technology and transform their companies for the future. >> Jim, weigh in on this flipping the script, flipping the assumptions. >> You used a really important word there and that is systems. I think when we think about artificial intelligence, and when Paul and I have now talking to companies, a lot of executives think of AI as a point solution. They don't think about AI in terms of taking a systems approach. So we were trying to address that. All right, if you're going to build a roadmap, a technology roadmap for applying intelligent technologies like artificial intelligence, how do you take a holistic systematic view? And that's really the focus of the first section of the book. And then as Paul mentioned, how do you take those systems and really differentiate it using your talent, focusing on trust, experiences and sustainability? >> I like how it reads. It's almost like a masterclass book because you set the table. It's like, 'cause people right now are like in the mode of what's going on around me? I've been living through three years of COVID. We're coming out the other side. The world looks radically different. Humans are much more important. Automation's great, but people are finding out that the human's key, but people are trying to figure out where am I today. So I think the first part really to me hits home. Like, here's the current situation and then part two is here's how you can get better. And it's not just about machines, machines, machines and automation, automation, automation. We're seeing examples where the role of the human, the person in society, whether it's individually or as part of a group, are really now key assets in that kind of this new workforce or this new production system or society. >> Yeah. And just to take a couple examples from the book and highlight that, I think you're exactly right. And that's where "Radically Human", the title came from. And what's happening with technology is that technology itself is becoming more human like in its capability. When you think about the power of the transformer technologies and other things that we're reading about a lot. And the whole hypothesis or premise of the book I should say, is that the more human like the technology is, the more radically human or the more radical the human potential improvement is, the bigger the opportunity. It's pairing the two together rather than, as you said, just looking at the automation or the machine side of it. That's really the radical leap. And one thing Jim and I talked about in context of the book is companies really often haven't been radical enough in applying technology to really get to dramatic gains that they can get. Just a couple examples from the ideas framework, the I in IDEAS. The ideas framework is the first part of the book. The five areas to flip your assumptions. The I stands for intelligence and we're talking about more human and less artificial in terms of the intelligence techniques. Things like common sense learning and other techniques that allow you to develop more powerful ways of engaging people, engaging humans in the systems that we build using the kind of systems thinking that Jim mentioned. And things like emotional AI, common sense AI, new techniques in addition to machine, the big data driven machine learning techniques, which are essential to vision and solving big problems like that. So that's just an example of how you bring it together and enable that human potential. >> I love the idea, go ahead Jim. >> I was going to say we've been used to adapting to technology, and contorting our fingers to keyboards and so on for a long time. And now we're starting to see that technology is in fact beginning to adapt to us and become more natural in many instances. One point that we make is now in the human technology nexus, in fact, the human is in the ascended. That's one of the big ideas that we try to put out there in this book. >> I love the idea of flipping the script, flipping the assumptions, but ideas framework is interesting. I for intelligence, D for data, E for expertise, A for architecture, S for strategy. Notice the strategies last. Normally in the old school days, it's like, hey, strategy first and execution. Really interesting how you guys put that together. It feels like business is becoming agile and iterative and how it's going to be forming. Can you guys, I mean that's my opinion, but I think observing how developers becoming much more part of the app. I mean, if you take digital transformation to its conclusion, the application is the company, It's not a department serving the business, it is the business, therefore developers are running the business, so to speak. This is really radical. I mean, this is how I'm seeing it. What's your reaction to that? Do you see similar parallels to this transformation if you take it down to a conclusion and strategy is just what you do after you get the outcomes you need? What's your reaction to that? >> Yeah, I think one of the most lasting elements of the book might be that chapter on strategy in my opinion, because you need to think about it differently. The old way of doing strategy is dead. You can't do it the way you used to do it. And that's what we tried to lay out with the S in IDEAS, the strategy. The subtitle that chapter is we're all technology companies now. And if you're a technology driven company, the way you need to think about and every company is becoming, that's what I hear when I talk to these suites and CEOs and boards, is everybody's recognizing the essential role that technology plays and therefore they need to master technology. Well, you need to think about strategy differently then because of the pace of technology innovation. And so you need to throw out the old way of doing it. We suggest three new archetypes of how to do strategy that I think are really important. It's about continuous strategy in all cases. An example is one of the techniques we talk about, forever beta, which is, think about a Tesla or companies that it's never quite done. They're always improving and the product is designed to be connected and improving. So it changes along the product and the strategy along how you deploy it to consumers changes as you go. And that's an example of a very different approach to strategy that we believe is essential to consider as you look at the future. Yeah, those multi-month strategy sessions might play out over two or three quarters of going away. And strategy and execution are becoming almost simultaneous these days as Paul was saying. >> It's interesting because that's the trend you're seeing with more data, more automation, but the human plays a much critical role. And just aside on the Tesla example, is well documented. I think I wrote about in a post just this week that during the model three, Elon wanted full automation and had to actually go off scripts and get to humans back in charge 'cause it wasn't working properly. Now they have a balance. But that brings up to part two, which I like, which is this human piece of it. We always talk about skills gaps, there's not enough people to do this, that and the other thing. And talent was a big part of that second half, trust, talent, experiences. That's more of the person's role, either individually as part of a collective group. Is talent the scarce resource now where that's the goal, that's the key 'cause it all could point to that in a way. Skills gap points to, hey, humans are valuable. In fact the value's going up if it's properly architected. What's your reaction to that, guys? Because I think that's something that is not, kind of nuanced point, but it's a feature, not a bug maybe, I don't know. What's your thoughts? >> Yeah, go ahead Jim. >> I was going to say it, we're dramatically underestimating the amount of focus we need to put on talent. That's why we start off that second part of the book, really zooming in on talent. I think you might think that for every hundred dollars that you put into a technology initiative, you might put 50 or 75 into re-skilling initiatives to really compliment that. But what we're seeing is companies need to be much more revolutionary in their focus on talent. We saw economic analysis recently that pointed out that for every $1 you spend on technology, you are likely going to need to spend about $9 on intangible human capital. That means on talent, on getting the best talent, on re-skilling and on changing processes and work tasks. So there's a lot of work that needs to be done. Really that's human focus. It's not just about adopting the technology. Certainly the technology's critical, but we're underestimating the amount of focus that needs to go into the talent factors. >> That's a huge point. >> And I think some of the elements of talent that become really critical that we talked about in the book are becoming a talent creator. We believe the successful companies of the future are going to be able not just to post a job opening and hire people in because there's not going to be enough. And a lot of the jobs that companies are creating don't exist 'cause the technology changing so fast. So the companies that succeed are going to know how to create talent, bring in people, apprentices and such, and shape to tale as they go. We're doing a significant amount of that in our own company. They're going to be learning based organizations where you'll differentiate, you'll get the best employees if you provide better learning environments because that's what employees want. And then democratizing access to technology. Things like Amazon's Honeycode is an example, low-code/no-code development to spread development to wider pools of people. Those types of things are really critical going forward to really unlock the talent potential. And really what you end up with is, yeah, the human talent's important, but it's magnified and multiplied by the power of people, giving them in essence superpowers in using technology in new ways. >> I think you nailed it, that's super important. That point about the force multiplier when you put things in combination, whether it's group constructs, two pizza teams flexing, leveraging the talent. I mean, this is a new configuration. You guys are nailing it there. I love that piece. And I think groups and collectives you're going to start to see a lot more of that. But again, with talent comes trust when you start to have these ephemeral and or forming groups that are forming production systems or experiences. So trust comes up a lot. You guys see the metaverse as an important part there. Obviously metaverse is a pretext to the virtual world where we're going to start to create these group experiences and create new force multipliers. How does the metaverse play into this new radically human world, and what does it mean for the future of business? >> Yeah, I think the metaverse is radically misunderstood to use the word title when we're not with the title of our book. And we believe that the metaverse does have real big potential, massive potential, and I think it'll transform the way we think about digital more so than we've changed our thinking on digital in the last 10 years. So that's the potential of the metaverse. And it's not just about the consumer things, it's about metaverse and the enterprise. It's about the new products you create using distributed ledger and other technologies. And it's about the industrial metaverse of how you bring digital twins and augmented workers online in different ways. And so I believe that it has tremendous potential. We write about that in the book and it really takes radically human to another level. And one way to think about this is cloud is really becoming the operating system of business. You have to build your enterprise around the cloud as you go forward. That's going to shape the way you do business. AI becomes the insight and intelligence in how you work, infused with the human talent and such as we said. And the metaverse then reshapes the experience layers. So you have cloud, AI building on top of this metaverse providing a new way to generate experiences for employees, citizens, consumers, et cetera. And that's the way it unfolds, but trust becomes more important because just as AI raises new questions around trust, every technology raises new questions around trust. The metaverse raises a whole new set of questions. And in the book we outline a five-part framework or five essential parts of the framework around how you establish trust as you implement these new technologies. >> Yeah, we're seeing that about three quarters of companies are really trying to figure out trust, certainly with issues like the metaverse more broadly across their IT so they're focusing on security and privacy, transparency, especially when you're talking about AI systems, explainability. One of the more surprising things that we learned when doing the book, when we were doing the research is that we saw that increasingly consumers and employees want systems to be informed by a sense of humanity. So one company that we've been looking at that's been developing autonomous vehicles, self-driving car systems, they're actually training the system by emulating human behavior. So turning the cameras on test drivers to see how they learn and then training the AI using that sense of humanity 'cause other drivers on the road find human behavior more trustworthy. And similarly, that system is also using explainable AI to actually show which human behaviors that AI system is learning from. Some really interesting innovations happening in that trust space. John. >> Jim, I think you bring up a great point that's worth talking more about. Because you're talking about how human behaviors are being put into the design of new things like machines or software. And we're living in this era of cloud scale, which is compressing this transformation timeline and we've been calling it supercloud, some call it multi-cloud, but it's really a new thing happening where you're seeing an acceleration of the transformation. We think it's going to happen much faster in the next five to 10 years. And so that means these new things are emerging, not just, hey, I'm running a virtual event with chat and some video. It's group behavior, it's groups convening, talking, getting things done, debating, doing things differently. And so this idea of humans informing design decisions or software with low-code/no-code, this completely changes strategy. I mean this is a big point of the book. >> Yeah, no, I go back to one of the, the E in the IDEAS framework is expertise. And we talk about from machine learning to machine teaching, which is exactly that. Machine learning is maybe humans tag data and stuff and feed into algorithms. Machine teaching is how do you really leverage the human expertise in the systems that you develop with AI. One of the examples we give is one of the large consumer platforms that uses human designers to give the system a sense of aesthetic design and product design. A very difficult thing, especially with changing fashion interest and everything else to encode in algorithms and to even have AI do, even if you have fast amounts of data, but with the right human insight and human expertise injected in, you can create amazing new capability that responds to consumers in a much more powerful way. And that's an example of what you just said, John, bringing the two together. >> Well, yeah, it's interesting. I want to to get your thoughts as we get wrap up here soon. How do you apply all these human-centric technologies to the future of business? As you guys talk to leaders in the enterprise of their businesses, as they look at the horizon, they see the the future. They got to start thinking about things like generative AI and how they can bring some of these technologies to the table. We were talking about if open source continues to grow the way it's going, there might not be any code to write, it just writes itself at some point. So you got supply chain issues with security. These are new things you guys are hitting in the book where these are new dynamics, new power dynamics in how things get built. So if you're a business owner and leader, this is a new opportunity, a challenge certainly that is an opportunity. How do you apply all this stuff for business? >> I'll go first then Jim can add in. But the first thing I think starts with recognizing the role that technology does play and investing accordingly in it. So the right technology talent, rethinking the way you do strategy as we talked about earlier and recognizing how you need to build a foundation. That's why the fact you're at re:Invent is so important because companies are, again, rebuilding that operating system of their business in the cloud. And you need that as the foundation to go forward, to do, to build the other types of capabilities. And then I think it's developing those talent systems as well. Do you have the right talent brand? Are you attracting the right employees? Are you developing them in the right way so that you have the right future talent going forward? And then you marry the two together and that's what gives you the radically human formula. >> Yeah. When we were developing that first part of the book, Paul and I did quite a bit of research, and Paul kind of alluded to that research earlier, but one of the things that we saw in really the first year of the pandemic was that there was a lot of first time adoption of intelligent technologies like artificial intelligence. One statistic is that 70% of companies that had never tried AI before went ahead and tried it during the pandemic. So first time adoption rates were way up, but the thing is companies were not trying to do it themselves and to necessarily build an AI department. They were partnering and it's really important to find a partner, often a cloud partner as a way to get started, start small scale, and then scale up doing experiments. So that was one of the key insights that we had. You don't need to do it all yourself. >> If you see the transformation of just AWS, we're here at re:Invent, since we've been covering the events since 2013, every year there's been a thematic thing. It was startups, enterprise, now builders, and now change your company. This year it's continuing that same thing where you're starting to see new things happen. It's not just lift and shift and running a SaaS application on the cloud. People are are changing and refactoring and replatforming categorical applications in for this new era. And we're calling it supercloud, superservices, superapps, 'cause they're different. They're doing different things in leveraging large scale CapEx, large scale talent pools, or talent pools in certain ways. So this is real, something's happening here and we've been talking about it a lot lately. So I have to ask you guys, how does a company know if they're radical enough? Like what is radical? How can I put a pin in that? It's like take a temperature or we like radical enough, what some tell signs can you guys share for companies that are really leaning into this new next inflection point because there are new things happening? How do you know if you're you're pushing the envelope radical enough to take advantage? >> Yeah, I think one. >> You can go ahead, Paul. >> Yeah, I was going to say one of the tests is the impact on your business. You have to start by looking at all this in the context of your business, and is it really taking you to another level? You said it perfectly, John, it used to be we used to talk about migration and workloads to the cloud and things like that. That's still something you need to do. But now our focus with a lot of our customers is on how do you innovate and grow your business in the cloud? What's the platform that you're using for your new digital products and services you're offering to your consumers. I mean it is the business and I think that's the test whether you're being radical enough is on the one hand, are you really using the technology to drive differentiation and real growth and change in your business? And are you equipping people, your human talent with the capabilities they need to perform in very different ways? And those are the two tests that I would give. >> Totally agree. >> Interesting enough, we love this topic and you guys, again, the book is spot on. Very packs of big punch on content, but very relevant in today. And I think one of the things we're looking at is that people who do things differently take advantage of some of these radical approaches like IDEAS, your framework, and understand where they are and what's available and what's coming around the corner. They stand out in the pack or create new business opportunities because the CapEx is taken care of. Now you got your cloud, I mean you're building clouds on top of clouds or something's happening. I think you see it, look at like companies like Snowflake, it's a data warehouse on the cloud. What does that mean? They didn't build a cloud, they used Amazon. So you're starting to see these new things pop up. >> Yeah and that's a good example. And it sounds like a simple thing, data warehouse in the cloud, but the new business capability that a technology like that allows and the portability of being able to connect and use data across cloud environments and such is tremendously powerful. And I think that's why, you talk about companies doing things differently, that's why it's great, again, that you're at re:Invent. If you look at the index of our book, you'll see AWS mentioned a number of times 'cause we tell a lot of customer company stories about how they're leveraging AWS capabilities in cloud and AI to really do transformative things in their business. And I think that's what it's all about. >> Yeah, and one of the things too in the book, it's great 'cause it has the systems thinking, it's got really relevant information, but you guys have seen the movie before. I think one of the wild cards in this era is global. We're global economy, you've got regions, you've got data sovereignty, you're seeing all kinds of new things emerging. Thoughts on the global impact 'cause you take your book and you overlay that to business, like you got to operate all over the world as a human issue, as a geography issue. What's your guys take on the global impact? >> Well that's why you got to think about cloud as one technology. We talked about in the book and cloud is, I think a lot of people think, well, clouds, it's almost old news. Maybe it's been around for a while. As you said, you've been going to re:Invent since 2013. Cloud is really just getting started. And it's 'cause the reasons you said, when you look at what you need to do around sovereign cloud capability if you're in Europe. For many companies it's about multi-cloud capabilities that you need to deploy differently in different regions. And they need to, in some cases for good reason, they have hybrid cloud capability that they match on their own. And then there's the edge capability which comes into play in different ways. And so the architecture becomes very complex and we talk the A in IDEAS is architecture. We talk about all this and how you need to move from the old conception of architecture, which was more static and just modularity was the key thing you thought about. It's more the idea of a living system, of living architecture that's expanding and is what's much more dynamic. And I think that's the way you need to think about it as you manage in a global environment today with the pace of technology advancement. >> Yeah, the innovation is here. It's not stopping. How do you create some defacto standards while not stunting the innovation is going to be a big discussion as these new flipped assumptions start to generate more activity. It's going to be very interesting to watch. Gentlemen, thank you so much for spending the time here on theCUBE as we break down your new book, "Radically Human" and how business leads can flip the script on their business assumptions and put ideas and access to work. This is a big part of the cloud show at re:Invent. Thanks so much for sharing and congratulations on a great book. >> Thanks, John. And just one point I'd add is that one of the things we do talk about in talent is the need to reskill talent. People who need to be relevant in the rapidly changing future. And that's one area where I think we all as institutions, as communities and individuals need to do more is to help those that need to reskilling. And the final point I mentioned is that we've mentioned at the end of the book that all proceeds from the book are being donated to NGOs and nonprofits that are focused on reskilling those who need a skill refresh in light of the radically human change in technology that's happening. >> Great. Buy the book. Proceeds go to a great cause and it's a very relevant book. If you're in the middle of this big wave that's coming. this is a great book. There's a guidepost and also give you some great ideas to reset, reflip the scripts, refactor, replatform. Guys, thanks for coming on and sharing. I really appreciate it. Again, congratulations. >> Thanks, John. >> Thanks, John. Great discussion. >> You're watching theCUBE here covering the executive forum here at AWS re:Invent '22. I'm John Furrier, you're host with Accenture. Thanks for watching. (gentle music)

Published Date : Nov 22 2022

SUMMARY :

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Jon Sakoda, Decibel Partners | AWS Summit SF 2022


 

>>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco, where all the developers are the bay air at Silicon valley. And of course, eights summit in New York city is coming up in this summer. We'll be there as well. SF and NYC cube coverage. Look for us, of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage. Stay with us. Say we've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >>It's been at least 10 years, at >>Least 10 years more, and we don't wanna actually go back as freeze back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>It's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in Cuban. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software, take old something old and make it better new, faster. So tell us about decibel. What's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, sort of my was company when I was 24, if you remember before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software C is, and I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or builder. Uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community. So source or open source companies where you have a large technical cook community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great grow, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, >>And, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three. >>The hype is definitely one, three. You >>Yeah, but, >>But you know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and caught infrastructure spend, you know, it is by many measures over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Well, let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get at it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SaaS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the Tech's better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big, giant revolution. I call it the user driven revolution, right? It's the rise of the user. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving. >>You just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see and it, and it does extend into things like crypto or currencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. These end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in this. >>I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it, it it's just like the, the, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign. >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either, it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try. I you, and sometimes, um, like it or not, it's a religious decision, right? Yeah. It's some, it's something that people just believe to be true almost without, uh, necessarily caring >>About I data, data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't think, oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and does it, is it gonna, it's gonna do, or it doesn't, or it either stands out to the load test or it doesn't. And so I, I feel like in this new economy that we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product stand out for on the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led >>Growth. Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of Joe security used to say, Hey, like, you know, the, the really like today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's, if the, you know, it's gotta speak >>To the, to the user. But let me ask you a question for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer? Just say, here's where I'm at. Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make bad vision of reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much. If you share the long term vision, >>Don't flake out and, and be fashionable with the, the latest trends. Cause it's over before you even get >>There. Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen on AMWA timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more, more. Yeah. Uh, and those are the three major trends that we >>Run and security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relat to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta outta say, I gotta love your firm. Love what you're doing. We're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking we'll maybe see a Coon. Uh, absolutely certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the >>Show. Guess a bell V see Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us.

Published Date : Apr 21 2022

SUMMARY :

host of the cubes cube coverage of AWS summit 2022 here in San Francisco, Good to see you, Matt. I'm glad you're here because we run into each other all the time. So we'll get to that in It's all the same. I mean, you remember I'm a recovering entrepreneur, right? No, you're never recovering. if you remember before there was Facebook and friends, there was instant messaging. that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great grow, super smart admire of your work You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, The hype is definitely one, three. the more time you spend in this world is this is the fastest growing part of I get at it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, And you might say product like growth is the beneficiaries and the most, you know, kind of valued people in this. you know, experienced the sixties. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution of, you know, societal trends with technology trends and how that manifests in our world is yes. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. of Joe security used to say, Hey, like, you know, the, the really like today's world of like consumption But let me ask you a question for the people watching, who are maybe entrepreneurial entre entrepreneurs, So I think the more that you can show Cause it's over before you even get I think many people that, that do what we do for a living will say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right So I think many people think that all software is unquestionably moving to an Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, Arguably again, it's the area of the world that people should I gotta outta say, I gotta love your firm. Huge fan of what you guys are doing here. Founder for founders here on the cube,

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Clint Sharp, Cribl | Cube Conversation


 

(upbeat music) >> Hello, welcome to this CUBE conversation I'm John Furrier your host here in theCUBE in Palo Alto, California, featuring Cribl a hot startup taking over the enterprise when it comes to data pipelining, and we have a CUBE alumni who's the co-founder and CEO, Clint Sharp. Clint, great to see you again, you've been on theCUBE, you were on in 2013, great to see you, congratulations on the company that you co-founded, and leading as the chief executive officer over $200 million in funding, doing this really strong in the enterprise, congratulations thanks for joining us. >> Hey, thanks John it's really great to be back. >> You know, remember our first conversation the big data wave coming in, Hadoop World 2010, now the cloud comes in, and really the cloud native really takes data to a whole nother level. You've seeing the old data architectures being replaced with cloud scale. So the data landscape is interesting. You know, Data as Code you're hearing that term, data engineering teams are out there, data is everywhere, it's now part of how developers and companies are getting value whether it's real time, or coming out of data lakes, data is more pervasive than ever. Observability is a hot area, there's a zillion companies doing it, what are you guys doing? Where do you fit in the data landscape? >> Yeah, so what I say is that Cribl and our products and we solve the problem for our customers of the fundamental tension between data growth and budget. And so if you look at IDCs data data's growing at a 25%, CAGR, you're going to have two and a half times the amount of data in five years that you have today, and I talk to a lot of CIOs, I talk to a lot of CISOs, and the thing that I hear repeatedly is my budget is not growing at a 25% CAGR so fundamentally, how do I resolve this tension? We sell very specifically into the observability in security markets, we sell to technology professionals who are operating, you know, observability in security platforms like Splunk, or Elasticsearch, or Datadog, Exabeam, like these types of platforms they're moving, protocols like syslog, they're moving, they have lots of agents deployed on every endpoint and they're trying to figure out how to get the right data to the right place, and fundamentally you know, control cost. And we do that through our product called Stream which is what we call an observability pipeline. It allows you to take all this data, manipulate it in the stream and get it to the right place and fundamentally be able to connect all those things that maybe weren't originally intended to be connected. >> So I want to get into that new architecture if you don't mind, but let me first ask you on the problem space that you're in. So cloud native obviously instrumentating, instrumenting everything is a key thing. You mentioned data got all these tools, is the problem that there's been a sprawl of things being instrumented and they have to bring it together, or it's too costly to run all these point solutions and get it to work? What's the problem space that you're in? >> So I think customers have always been forced to make trade offs John. So the, hey I have volumes and volumes and volumes of data that's relevant to securing my enterprise, that's relevant to observing and understanding the behavior of my applications but there's never been an approach that allows me to really onboard all of that data. And so where we're coming at is giving them the tools to be able to, you know, filter out noise and waste, to be able to, you know, aggregate this high fidelity telemetry data. There's a lot of growing changes, you talk about cloud native, but digital transformation, you know, the pandemic itself and remote work all these are driving significantly greater data volumes, and vendors unsurprisingly haven't really been all that aligned to giving customers the tools in order to reshape that data, to filter out noise and waste because, you know, for many of them they're incentivized to get as much data into their platform as possible, whether that's aligned to the customer's interests or not. And so we saw an opportunity to come out and fundamentally as a customers-first company give them the tools that they need, in order to take back control of their data. >> I remember those conversations even going back six years ago the whole cloud scale, horizontally scalable applications, you're starting to see data now being stuck in the silos now to have high, good data you have to be observable, which means you got to be addressable. So you now have to have a horizontal data plane if you will. But then you get to the question of, okay, what data do I need at the right time? So is the Data as Code, data engineering discipline changing what new architectures are needed? What changes in the mind of the customer once they realize that they need this new way to pipe data and route data around, or make it available for certain applications? What are the key new changes? >> Yeah, so I think one of the things that we've been seeing in addition to the advent of the observability pipeline that allows you to connect all the things, is also the advent of an observability lake as well. Which is allowing people to store massively greater quantities of data, and also different types of data. So data that might not traditionally fit into a data warehouse, or might not traditionally fit into a data lake architecture, things like deployment artifacts, or things like packet captures. These are binary types of data that, you know, it's not designed to work in a database but yet they want to be able to ask questions like, hey, during the Log4Shell vulnerability, one of all my deployment artifacts actually had Log4j in it in an affected version. These are hard questions to answer in today's enterprise. Or they might need to go back to full fidelity packet capture data to try to understand that, you know, a malicious actor's movement throughout the enterprise. And we're not seeing, you know, we're seeing vendors who have great log indexing engines, and great time series databases, but really what people are looking for is the ability to store massive quantities of data, five times, 10 times more data than they're storing today, and they're doing that in places like AWSS3, or in Azure Blob Storage, and we're just now starting to see the advent of technologies we can help them query that data, and technologies that are generally more specifically focused at the type of persona that we sell to which is a security professional, or an IT professional who's trying to understand the behaviors of their applications, and we also find that, you know, general-purpose data processing technologies are great for the enterprise, but they're not working for the people who are running the enterprise, and that's why you're starting to see the concepts like observability pipelines and observability lakes emerge, because they're targeted at these people who have a very unique set of problems that are not being solved by the general-purpose data processing engines. >> It's interesting as you see the evolution of more data volume, more data gravity, then you have these specialty things that need to be engineered for the business. So sounds like observability lake and pipelining of the data, the data pipelining, or stream you call it, these are new things that they bolt into the architecture, right? Because they have business reasons to do it. What's driving that? Sounds like security is one of them. Are there others that are driving this behavior? >> Yeah, I mean it's the need to be able to observe applications and observe end-user behavior at a fine-grain detail. So, I mean I often use examples of like bank teller applications, or perhaps, you know, the app that you're using to, you know, I'm going to be flying in a couple of days. I'll be using their app to understand whether my flight's on time. Am I getting a good experience in that particular application? Answering the question of is Clint getting a good experience requires massive quantities of data, and your application and your service, you know, I'm going to sit there and look at, you know, American Airlines which I'm flying on Thursday, I'm going to be judging them based on off of my experience. I don't care what the average user's experience is I care what my experience is. And if I call them up and I say, hey, and especially for the enterprise usually this is much more for, you know, in-house applications and things like that. They call up their IT department and say, hey, this application is not working well, I don't know what's going on with it, and they can't answer the question of what was my individual experience, they're living with, you know, data that they can afford to store today. And so I think that's why you're starting to see the advent of these new architectures is because digital is so absolutely critical to every company's customer experience, that they're needing to be able to answer questions about an individual user's experience which requires significantly greater volumes of data, and because of significantly greater volumes of data, that requires entirely new approaches to aggregating that data, bringing the data in, and storing that data. >> Talk to me about enabling customer choice when it comes around controlling their data. You mentioned that before we came on camera that you guys are known for choice. How do you enable customer choice and control over their data? >> So I think one of the biggest problems I've seen in the industry over the last couple of decades is that vendors come to customers with hugely valuable products that make their lives better but it also requires them to maintain a relationship with that vendor in order to be able to continue to ask questions of that data. And so customers don't get a lot of optionality in these relationships. They sign multi-year agreements, they look to try to start another, they want to go try out another vendor, they want to add new technologies into their stack, and in order to do that they're often left with a choice of well, do I roll out like get another agent, do I go touch 10,000 computers, or a 100,000 computers in order to onboard this data? And what we have been able to offer them is the ability to reuse their existing deployed footprints of agents and their existing data collection technologies, to be able to use multiple tools and use the right tool for the right job, and really give them that choice, and not only give them the choice once, but with the concepts of things like the observability lake and replay, they can go back in time and say, you know what? I wanted to rehydrate all this data into a new tool, I'm no longer locked in to the way one vendor stores this, I can store this data in open formats and that's one of the coolest things about the observability late concept is that customers are no longer locked in to any particular vendor, the data is stored in open formats and so that gives them the choice to be able to go back later and choose any vendor, because they may want to do some AI or ML on that type of data and do some model training. They may want to be able to forward that data to a new cloud data warehouse, or try a different vendor for log search or a different vendor for time series data. And we're really giving them the choice and the tools to do that in a way in which was simply not possible before. >> You know you are bring up a point that's a big part of the upcoming AWS startup series Data as Code, the data engineering role has become so important and the word engineering is a key word in that, but there's not a lot of them, right? So like how many data engineers are there on the planet, and hopefully more will come in, come from these great programs in computer science but you got to engineer something but you're talking about developing on data, you're talking about doing replays and rehydrating, this is developing. So Data as Code is now a reality, how do you see Data as Code evolving from your perspective? Because it implies DevOps, Infrastructure as Code was DevOps, if Data as Code then you got DataOps, AIOps has been around for a while, what is Data as Code? And what does that mean to you Clint? >> I think for our customers, one, it means a number of I think sort of after-effects that maybe they have not yet been considering. One you mentioned which is it's hard to acquire that talent. I think it is also increasingly more critical that people who were working in jobs that used to be purely operational, are now being forced to learn, you know, developer centric tooling, things like GET, things like CI/CD pipelines. And that means that there's a lot of education that's going to have to happen because the vast majority of the people who have been doing things in the old way from the last 10 to 20 years, you know, they're going to have to get retrained and retooled. And I think that one is that's a huge opportunity for people who have that skillset, and I think that they will find that their compensation will be directly correlated to their ability to have those types of skills, but it also represents a massive opportunity for people who can catch this wave and find themselves in a place where they're going to have a significantly better career and more options available to them. >> Yeah and I've been thinking about what you just said about your customer environment having all these different things like Datadog and other agents. Those people that rolled those out can still work there, they don't have to rip and replace and then get new training on the new multiyear enterprise service agreement that some other vendor will sell them. You come in and it sounds like you're saying, hey, stay as you are, use Cribl, we'll have some data engineering capabilities for you, is that right? Is that? >> Yup, you got it. And I think one of the things that's a little bit different about our product and our market John, from kind of general-purpose data processing is for our users they often, they're often responsible for many tools and data engineering is not their full-time job, it's actually something they just need to do now, and so we've really built tool that's designed for your average security professional, your average IT professional, yes, we can utilize the same kind of DataOps techniques that you've been talking about, CI/CD pipelines, GITOps, that sort of stuff, but you don't have to, and if you're really just already familiar with administering a Datadog or a Splunk, you can get started with our product really easily, and it is designed to be able to be approachable to anybody with that type of skillset. >> It's interesting you, when you're talking you've remind me of the big wave that was coming, it's still here, shift left meant security from the beginning. What do you do with data shift up, right, down? Like what do you, what does that mean? Because what you're getting at here is that if you're a developer, you have to deal with data but you don't have to be a data engineer but you can be, right? So we're getting in this new world. Security had that same problem. Had to wait for that group to do things, creating tension on the CI/CD pipelining, so the developers who are building apps had to wait. Now you got shift left, what is data, what's the equivalent of the data version of shift left? >> Yeah so we're actually doing this right now. We just announced a new product a week ago called Cribl Edge. And this is enabling us to move processing of this data rather than doing it centrally in the stream to actually push this processing out to the edge, and to utilize a lot of unused capacity that you're already paying AWS, or paying Azure for, or maybe in your own data center, and utilize that capacity to do the processing rather than having to centralize and aggregate all of this data. So I think we're going to see a really interesting, and left from our side is towards the origination point rather than anything else, and that allows us to really unlock a lot of unused capacity and continue to drive the kind of cost down to make more data addressable back to the original thing we talked about the tension between data growth, if we want to offer more capacity to people, if we want to be able to answer more questions, we need to be able to cost-effectively query a lot more data. >> You guys had great success in the enterprise with what you got going on. Obviously the funding is just the scoreboard for that. You got good growth, what are the use cases, or what's the customer look like that's working for you where you're winning, or maybe said differently what pain points are out there the customer might be feeling right now that Cribl could fit in and solve? How would you describe that ideal persona, or environment, or problem, that the customer may have that they say, man, Cribl's a perfect fit? >> Yeah, this is a person who's working on tooling. So they administer a Splunk, or an Elastic, or a Datadog, they may be in a network operations center, a security operation center, they are struggling to get data into their tools, they're always at capacity, their tools always at the redline, they really wish they could do more for the business. They're kind of tired of being this department of no where everybody comes to them and says, "hey, can I get this data in?" And they're like, "I wish, but you know, we're all out of capacity, and you know, we have, we wish we could help you but we frankly can't right now." We help them by routing that data to multiple locations, we help them control costs by eliminating noise and waste, and we've been very successful at that in, you know, logos, like, you know, like a Shutterfly, or a, blanking on names, but we've been very successful in the enterprise, that's not great, and we continue to be successful with major logos inside of government, inside of banking, telco, et cetera. >> So basically it used to be the old hyperscalers, the ones with the data full problem, now everyone's got the, they're full of data and they got to really expand capacity and have more agility and more engineering around contributions of the business sounds like that's what you guys are solving. >> Yup and hopefully we help them do a little bit more with less. And I think that's a key problem for our enterprises, is that there's always a limit on the number of human resources that they have available at their disposal, which is why we try to make the software as easy to use as possible, and make it as widely applicable to those IT and security professionals who are, you know, kind of your run-of-the-mill tools administrator, our product is very approachable for them. >> Clint great to see you on theCUBE here, thanks for coming on. Quick plug for the company, you guys looking for hiring, what's going on? Give a quick update, take 30 seconds to give a plug. >> Yeah, absolutely. We are absolutely hiring cribl.io/jobs, we need people in every function from sales, to marketing, to engineering, to back office, GNA, HR, et cetera. So please check out our job site. If you are interested it in learning more you can go to cribl.io. We've got some great online sandboxes there which will help you educate yourself on the product, our documentation is freely available, you can sign up for up to a terabyte a day on our cloud, go to cribl.cloud and sign up free today. The product's easily accessible, and if you'd like to speak with us we'd love to have you in our community, and you can join the community from cribl.io as well. >> All right, Clint Sharp co-founder and CEO of Cribl, thanks for coming to theCUBE. Great to see you, I'm John Furrier your host thanks for watching. (upbeat music)

Published Date : Mar 31 2022

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Michael D'Aniello, VMware | AWS re:Invent 2021


 

(bright music) >> Welcome back to theCUBE's coverage of AWS re:Invent 2021. I'm John Furrier, your host of theCUBE. We have Michael D´aniello, platform architect at VMware's Carbon Black. Michael, great to see you. We're here at re-Invent virtual hybrid in person. Great to have you on theCUBE. Thanks for coming on. >> Yeah, thanks a lot. Glad to be here. >> So one of the big stories that we're tracking, obviously, is workloads. All cloud for all workloads. Obviously the data is a big part of things, but under the covers and optimizing cloud for the application developers, this modern application movement is more and more at the top of the stack. People just wanting to code. Infrastructure as code. You've seen DevSecOps is a big trend that's driving all new microservices, all new greatness for developers, but still, there's an optimization question. I want to get your thoughts on this, is what you do. Take a minute to explain what your role is at Carbon Black around this cloud optimization. >> Yeah, absolutely. Yeah, so my name is Michael D'aniello. I am a platform architect of VMware Carbon Black. I work across all the different engineering teams. And our main objective is to develop scalable platform tools and that includes, yeah, cloud security, automation pieces, pipelines, cost optimization, like we'll be talking about today, developer enablement tooling and observability tooling. >> One of the big things about instances is that, you know, do I have enough instances? 'Cause honestly, the elastic cloud is amazing, all kinds of new resources there, but talk about the AMD portion of the instances. How do we identify these instances? How to developers understand it, what's in them, and what's the selection criteria? Take us through that whole process of the Amazon web service and the AMD instances. >> Yeah, sure. So essentially, we're leveraging a lot of our instances to run our EKS clusters, which is a managed service for me and for us to run our Kubernetes clusters. And we identify that we can take a bunch of those instances and gain some cost optimization benefits by selecting from Intel to AMD processors. And, you know, initially, we had measured out to be roughly a 10% reduction in cost just for selecting that instance type. But yeah, we actually learned we gained quite a bit more, so. >> John: You know, developers are always like, I want more power, and this is what, you know, the whole idea of Cloud is. Cloud scale has been a big competitive advantage, but also the cost aspect of it. What's the balance between maximizing performance and cost optimization? Because now, you know, people don't want to, you know, they want more power. They also don't want to have a lot of extra spend. And this is kind of one of those things they talk about in Cloud where it's been so successful, cost is important. >> Yeah, yeah, for sure. And it's got to be easy, too, to get that cost optimization benefit. Otherwise, you're spending all your cycles and burning that money there in the human capital and the team and the engineering effort. So luckily, this change is a one-line change. We use Terraform for our automated provisioning, a layer, and we were able to make that one line change and then developers didn't have to make any application changes, which was great. So it was a no-brainer for us to pursue this. >> Talk about the EC2 instances that leverage AMD based process for the EKS, you mentioned that earlier, what is that all about? What's the benefits, what's in it for you guys? >> Yeah, for sure. So essentially, the workloads that are running on these instance types are actual Carbon Black Cloud application. So, all the backend systems that support our customers. And so in that use case, we're, you know, we're spinning up all of our containers that are running our applications and essentially, that's our use case for those instance types. >> How did you come to use the AWS EC2 instances on the AMD? Did you have an evaluation process? Did you just go select it? I mean, take us through that migration aspect of it. >> Yeah, sure, yeah. So originally, we're looking across the board. How can we do better cost optimization, right? And that goes across every different AWS resource, but we targeted this one specifically. We worked alongside with their AWS TAMs and representatives to basically find out, "Hey, is this financially worth the effort?" And we did reach that conclusion with some analysis, basically targeting these instance types and doing some analysis on that cost optimization specifically. And it ended up, you know, being the right thing to target. >> What was the ease of use of the switch? Take us through that. Was it a heavy lift? Was it seamless? Take us through the impact, there, on the move over and what were the results of that? >> Yeah, so I mean, that's the greatest thing. Like I said before, I mean, we had to make just a single line change just to change that instance type in our config and then roll that out across our regions. We did slow roll that in order to make sure that those changes in our development environments didn't make any, you know, performance hits or we didn't run into any snags with the applications themselves. But yeah, I mean, that's the greatest part about the story from my perspective is the ease to migrate over and to switch to these instance types, and then you just immediately gain that cost optimization benefit. >> You know what I love about what your job is, platform architect, that word kind of had a lot of meaning even 10, 15 years ago, but now with the Cloud, it's almost like you're always finagling and managing and massaging and nurturing the infrastructure to enable it. More new things are coming online as well, more high level services. So you've got a fun job and it's always evolving. How do you stay on top of it? What's the impact been for your customers, too, as you start deploying some of these new instance capabilities? Take us through kind of a day in the life of what you do and then what's the impact of customers? >> Yeah, sure. So, you know, like you said, there's quite a bit now to look at. You know, you got to stay on top of different blogs and keep connected with your network to see what your other colleagues are doing across different companies. You know, you can go into conferences like AWS re:Invent, right, to keep on the cutting edge here. But yeah, that's essentially, you know, one of the key aspects is just trying to look at all the different aspects, all the new technologies that are coming out, making sure you're making the right choices there and trying to get the most bang for your buck while you're at it. >> What are some of the big factors that you see in cloud native as you start to look at what customers are doing? Obviously with Kubernetes, you're starting to see that platform develop inside the industry as well as de facto, kind of orchestration layer. But now as customers start to look at it, they want to have more ease of use there, too. At the same time, they don't want to have to do a lot of front end work. They want to get instant benefits in the Cloud, obviously, whether it's from a security standpoint or just rolling out a modern application. Okay, so as having all this infrastructure under the covers, how do you look at that problem and how do you capture that opportunity? >> Yeah, and I think that's why we're seeing a movement here on platform teams. It's kind of a newer terminology, usually a band of developers and SREs come together and say, "Well, we've got a lot of different things to look at. We're onboarding applications to Kubernetes, and we need to make tools so that developers don't have to think much about the transition and the underlying platform." And so that's one of our success metrics on the platform engineering team is just to almost, you know, be non-existent, right? To just have everything flow through our systems and then have just a high ease of use to onboard the applications to the new platform. >> You know, it looks like you have some great success with the AMD based instances. Can I ask you a question? 'Cause I wanted figure this out. How do you identify an AMD based instance when you're making the selections? >> Yeah, sure. It's as easy as just the A after the name. So for us, it was the C5.4XL. And if you want the AMD one, it's just the C5A.4XL. So I guess technically, instead of a one line change, it's actually a one letter change. So, quite easy there. >> Yeah, it's almost like back in the old glory days of command line, one quick update. The customer aspect of this is also important, too. If you don't mind, while I got you here, what are some of the things that you're hearing from your customers, from a performance standpoint, that they're looking for? Obviously, the cost optimization is key, but as they look to deploy more power and more performance, what are some of the things that your customers are looking for from Carbon Black? >> Yeah, so I mean, we are a security company, but we're really a data company because we have, you know, 8,000 customers, we processed over a trillion events per day, we ingress over a hundred terabytes of data per day. And so, our customers need high level performance. And if we can't provide that with low latency, we're not successful. So that's why, you know, performance on the underlying systems that are running our applications is super critical. >> Yeah, you're looking at trailblazer over there. I mean, the work that you guys are doing with the data is amazing. And that's a big theme at re:Invent this year is that data is a huge part. We look at the success of the cloud growth on this, I call gen-two cloud, happening. This whole modern movement is all about how people handle the data at scale, 'cause cloud scales here and now you've got processing all that data, The trailblazing that's going on, there's like this new wave of, I almost called it first-generation trailblazers, but you guys are doing that. What advice would you have for other architects out there and kind of the mainstream enterprises who are like, "Hey, I want to take advantage of the path that you guys have plowed through." What's your advice? >> Yeah, I think one of the key things in a place where we've had a lot of success is creating standards, making sure that we're choosing technology wisely, and making sure that your company isn't building the same solution in silos. And you know, that's a huge pattern that I've seen in my career. And if you can negate that, you're going to be in a great place. So, you know, choose the right technology, container first, cloud native first, push forward, and then make sure that everybody's kind of on that same ship running in the same direction. >> Well, great case study on this AMD based instance migration. Was there any uplift and experience that you've seen on the switch and the performance? Can you just talk about that? What does it mean to upgrade? What benefits are you seeing on the performance you have? >> Yeah, so I didn't hit on this yet and I really wanted to. Yeah, so upfront, the instance itself is 10% cheaper. However, we found out that we had to run far less instances because of that performance increase. So we ended up saving roughly 30% and we've continued to scale out. So at first, it was a couple of hundred instances. Now we're in the thousands and we're going to keep ramping up to over 10 thousands, tens of that. >> John: Let me get this right. So single line change, letter change, instance change. So you get not as many instances, and you save money, so you get cost optimization and higher performance. >> Yep. They say, if it's too good to be true, it's not. But in this case, it actually is. >> So why is it so good in your opinion? What did you discover? What was the big revelation that went down this path? Because that's good value proposition. >> Yeah, for sure. I mean, so initially, we were just chasing that initial BC to 10% and then as we kind of push it forward, we're looking at the metrics, month to month costs and we're actually saying, well, as we kind of swap over from one instance type to another, we're actually paying less. And then once we fully swapped over, it took five or six months to get to the same amount of costs as we continued to scale upward. So it's been a great story. >> It is a great story. It's super nuanced, but it's super important to know these platform benefits. I got to ask you on a personal question, if you don't mind. We love covering Cloud. We've been covering Amazon, it's our ninth year at re:Invent. Just love covering all the action and tech as this just total awesomeness environment. Cloud scale, innovation, capabilities, it's like surfing a big wave. But there's a bigger wave coming and we're seeing it now. I want to get your thoughts on this. As you look to the next big wave, beyond Cloud now, Cloud scale, data, new architecture is rolling out with Edge, basically distributing computing at large scale, and tons of security challenges, right? How do you look at this next big wave coming? Are you staring at it saying, wow, this is going to be huge? And how do you ride that wave? What's your mindset and how do you look at that? >> Well first of all, I'm extremely excited about it. Just the further this thing grows out, there's definitely more complexity, but just a whole slew of fun problems to solve. But when we look at these different problems and solving them at scale across multiple regions, it gets pretty exciting, right? So I can say one example of this is our security of our Cloud, not the security product, and we've developed automation for prevention and auto-remediation in our pipelines. It's been such a success story. And these type of technologies did not exist even a couple of years ago and we've been able to take advantage of them. So, there's going to be a lot more of that where that came from. So, yeah. >> Michael, great work. And again, you're truly a trailblazer, and this is, again, you got to do it. You got to screw your own cloud and stay on the cutting edge and ride that wave. Congratulations on the CostOp cloud optimization and the success with AMD based instances. Congratulations. Thanks. >> Thanks. >> Okay, this is theCUBEs coverage of AWS's re:Invent 2021. I'm John Furrier, your host of theCUBE. Thanks for watching. (inspirational music)

Published Date : Nov 30 2021

SUMMARY :

Great to have you on theCUBE. Glad to be here. So one of the big and that includes, yeah, cloud security, and the AMD instances. And, you know, initially, this is what, you know, and the engineering effort. And so in that use case, we're, you know, AWS EC2 instances on the AMD? being the right thing to target. on the move over and what and then you just immediately gain and nurturing the But yeah, that's essentially, you know, and how do you capture that opportunity? and the underlying platform." Can I ask you a question? And if you want the AMD in the old glory days of So that's why, you know, I mean, the work that you guys are doing and making sure that your on the performance you have? because of that performance increase. So you get not as many good to be true, it's not. What did you discover? that initial BC to 10% I got to ask you on a personal Just the further this thing grows out, and this is, again, you got to do it. coverage of AWS's re:Invent 2021.

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AWS reInvent 2021 AMD Michael D'Aniello


 

(bright music) >> Welcome back to theCUBE's coverage of AWS re:Invent 2021. I'm John Furrier, your host of theCUBE. We have Michael D´aniello, platform architect at VMware's Carbon Black. Michael, great to see you. We're here at re-Invent virtual hybrid in person. Great to have you on theCUBE. Thanks for coming on. >> Yeah, thanks a lot. Glad to be here. >> So one of the big stories that we're tracking, obviously, is workloads. All cloud for all workloads. Obviously the data is a big part of things, but under the covers and optimizing cloud for the application developers, this modern application movement is more and more at the top of the stack. People just wanting to code. Infrastructure as code. You've seen DevSecOps is a big trend that's driving all new microservices, all new greatness for developers, but still, there's an optimization question. I want to get your thoughts on this, is what you do. Take a minute to explain what your role is at Carbon Black around this cloud optimization. >> Yeah, absolutely. Yeah, so my name is Michael D'aniello. I am a platform architect of VMware Carbon Black. I work across all the different engineering teams. And our main objective is to develop scalable platform tools and that includes, yeah, cloud security, automation pieces, pipelines, cost optimization, like we'll be talking about today, developer enablement tooling and observability tooling. >> One of the big things about instances is that, you know, do I have enough instances? 'Cause honestly, the elastic cloud is amazing, all kinds of new resources there, but talk about the AMD portion of the instances. How do we identify these instances? How to developers understand it, what's in them, and what's the selection criteria? Take us through that whole process of the Amazon web service and the AMD instances. >> Yeah, sure. So essentially, we're leveraging a lot of our instances to run our EKS clusters, which is a managed service for me and for us to run our Kubernetes clusters. And we identify that we can take a bunch of those instances and gain some cost optimization benefits by selecting from Intel to AMD processors. And, you know, initially, we had measured out to be roughly a 10% reduction in cost just for selecting that instance type. But yeah, we actually learned we gained quite a bit more, so. >> John: You know, developers are always like, I want more power, and this is what, you know, the whole idea of Cloud is. Cloud scale has been a big competitive advantage, but also the cost aspect of it. What's the balance between maximizing performance and cost optimization? Because now, you know, people don't want to, you know, they want more power. They also don't want to have a lot of extra spend. And this is kind of one of those things they talk about in Cloud where it's been so successful, cost is important. >> Yeah, yeah, for sure. And it's got to be easy, too, to get that cost optimization benefit. Otherwise, you're spending all your cycles and burning that money there in the human capital and the team and the engineering effort. So luckily, this change is a one-line change. We use Terraform for our automated provisioning, a layer, and we were able to make that one line change and then developers didn't have to make any application changes, which was great. So it was a no-brainer for us to pursue this. >> Talk about the EC2 instances that leverage AMD based process for the EKS, you mentioned that earlier, what is that all about? What's the benefits, what's in it for you guys? >> Yeah, for sure. So essentially, the workloads that are running on these instance types are actual Carbon Black Cloud application. So, all the backend systems that support our customers. And so in that use case, we're, you know, we're spinning up all of our containers that are running our applications and essentially, that's our use case for those instance types. >> How did you come to use the AWS EC2 instances on the AMD? Did you have an evaluation process? Did you just go select it? I mean, take us through that migration aspect of it. >> Yeah, sure, yeah. So originally, we're looking across the board. How can we do better cost optimization, right? And that goes across every different AWS resource, but we targeted this one specifically. We worked alongside with their AWS TAMs and representatives to basically find out, "Hey, is this financially worth the effort?" And we did reach that conclusion with some analysis, basically targeting these instance types and doing some analysis on that cost optimization specifically. And it ended up, you know, being the right thing to target. >> What was the ease of use of the switch? Take us through that. Was it a heavy lift? Was it seamless? Take us through the impact, there, on the move over and what were the results of that? >> Yeah, so I mean, that's the greatest thing. Like I said before, I mean, we had to make just a single line change just to change that instance type in our config and then roll that out across our regions. We did slow roll that in order to make sure that those changes in our development environments didn't make any, you know, performance hits or we didn't run into any snags with the applications themselves. But yeah, I mean, that's the greatest part about the story from my perspective is the ease to migrate over and to switch to these instance types, and then you just immediately gain that cost optimization benefit. >> You know what I love about what your job is, platform architect, that word kind of had a lot of meaning even 10, 15 years ago, but now with the Cloud, it's almost like you're always finagling and managing and massaging and nurturing the infrastructure to enable it. More new things are coming online as well, more high level services. So you've got a fun job and it's always evolving. How do you stay on top of it? What's the impact been for your customers, too, as you start deploying some of these new instance capabilities? Take us through kind of a day in the life of what you do and then what's the impact of customers? >> Yeah, sure. So, you know, like you said, there's quite a bit now to look at. You know, you got to stay on top of different blogs and keep connected with your network to see what your other colleagues are doing across different companies. You know, you can go into conferences like AWS re:Invent, right, to keep on the cutting edge here. But yeah, that's essentially, you know, one of the key aspects is just trying to look at all the different aspects, all the new technologies that are coming out, making sure you're making the right choices there and trying to get the most bang for your buck while you're at it. >> What are some of the big factors that you see in cloud native as you start to look at what customers are doing? Obviously with Kubernetes, your starting to see that platform develop inside the industry as well as defacto, kind of orchestration layer. But now as customers start to look at it, they want to have more ease of use there, too. At the same time, they don't want to have to do a lot of front end work. They want to get instant benefits in the Cloud, obviously, whether it's from a security standpoint or just rolling out a modern application. Okay, so as having all this infrastructure under the covers, how do you look at that problem and how do you capture that opportunity? >> Yeah, and I think that's why we're seeing a movement here on platform teams. It's kind of a newer terminology, usually a band of developers and SREs come together and say, "Well, we've got a lot of different things to look at. We're onboarding applications to Kubernetes, and we need to make tools so that developers don't have to think much about the transition and the underlying platform." And so that's one of our success metrics on the platform engineering team is just to almost, you know, be non-existent, right? To just have everything flow through our systems and then have just a high ease of use to onboard the applications to the new platform. >> You know, it looks like you have some great success with the AMD based instances. Can I ask you a question? 'Cause I wanted figure this out. How do you identify an AMD based instance when you're making the selections? >> Yeah, sure. It's as easy as just the A after the name. So for us, it was the C5.4XL. And if you want the AMD one, it's just the C5A.4XL. So I guess technically, instead of a one line change, it's actually a one letter change. So, quite easy there. >> Yeah, it's almost like back in the old glory days of command line, one quick update. The customer aspect of this is also important, too. If you don't mind, while I got you here, what are some of the things that you're hearing from your customers, from a performance standpoint, that they're looking for? Obviously, the cost optimization is key, but as they look to deploy more power and more performance, what are some of the things that your customers are looking for from Carbon Black? >> Yeah, so I mean, we are a security company, but we're really a data company because we have, you know, 8,000 customers, we processed over a trillion events per day, we ingress over a hundred terabytes of data per day. And so, our customers need high level performance. And if we can't provide that with low latency, we're not successful. So that's why, you know, performance on the underlying systems that are running our applications is super critical. >> Yeah, you're looking at trailblazer over there. I mean, the work that you guys are doing with the data is amazing. And that's a big theme at re:Invent this year is that data is a huge part. We look at the success of the cloud growth on this, I call gen-two cloud, happening. This whole modern movement is all about how people handle the data at scale, 'cause cloud scales here and now you've got processing all that data, The trailblazing that's going on, there's like this new wave of, I almost called it first-generation trailblazers, but you guys are doing that. What advice would you have for other architects out there and kind of the mainstream enterprises who are like, "Hey, I want to take advantage of the path that you guys have plowed through." What's your advice? >> Yeah, I think one of the key things in a place where we've had a lot of success is creating standards, making sure that we're choosing technology wisely, and making sure that your company isn't building the same solution in silos. And you know, that's a huge pattern that I've seen in my career. And if you can negate that, you're going to be in a great place. So, you know, choose the right technology, container first, cloud native first, push forward, and then make sure that everybody's kind of on that same ship running in the same direction. >> Well, great case study on this AMD based instance migration. Was there any uplift and experience that you've seen on the switch and the performance? Can you just talk about that? What does it mean to upgrade? What benefits are you seeing on the performance you have? >> Yeah, so I didn't hit on this yet and I really wanted to. Yeah, so upfront, the instance itself is 10% cheaper. However, we found out that we had to run far less instances because of that performance increase. So we ended up saving roughly 30% and we've continued to scale out. So at first, it was a couple of hundred instances. Now we're in the thousands and we're going to keep ramping up to over 10 thousands, tens of that. >> John: Let me get this right. So single line change, letter change, instance change. So you get not as many instances, and you save money, so you get cost optimization and higher performance. >> Yep. They say, if it's too good to be true, it's not. But in this case, it actually is. >> So why is it so good in your opinion? What did you discover? What was the big revelation that went down this path? Because that's good value proposition. >> Yeah, for sure. I mean, so initially, we were just chasing that initial BC to 10% and then as we kind of push it forward, we're looking at the metrics, month to month costs and we're actually saying, well, as we kind of swap over from one instance type to another, we're actually paying less. And then once we fully swapped over, it took five or six months to get to the same amount of costs as we continued to scale upward. So it's been a great story. >> It is a great story. It's super nuanced, but it's super important to know these platform benefits. I got to ask you on a personal question, if you don't mind. We love covering Cloud. We've been covering Amazon, it's our ninth year at re:Invent. Just love covering all the action and tech as this just total awesomeness environment. Cloud scale, innovation, capabilities, it's like surfing a big wave. But there's a bigger wave coming and we're seeing it now. I want to get your thoughts on this. As you look to the next big wave, beyond Cloud now, Cloud scale, data, new architecture is rolling out with Edge, basically distributing computing at large scale, and tons of security challenges, right? How do you look at this next big wave coming? Are you staring at it saying, wow, this is going to be huge? And how do you ride that wave? What's your mindset and how do you look at that? >> Well first of all, I'm extremely excited about it. Just the further this thing grows out, there's definitely more complexity, but just a whole slew of fun problems to solve. But when we look at these different problems and solving them at scale across multiple regions, it gets pretty exciting, right? So I can say one example of this is our security of our Cloud, not the security product, and we've developed automation for prevention and auto-remediation in our pipelines. It's been such a success story. And these type of technologies did not exist even a couple of years ago and we've been able to take advantage of them. So, there's going to be a lot more of that where that came from. So, yeah. >> Michael, great work. And again, you're truly a trailblazer, and this is, again, you got to do it. You got to screw your own cloud and stay on the cutting edge and ride that wave. Congratulations on the CostOp cloud optimization and the success with AMD based instances. Congratulations. Thanks. >> Thanks. >> Okay, this is theCUBEs coverage of AWS's re:Invent 2021. I'm John Furrier, your host of theCUBE. Thanks for watching. (inspirational music)

Published Date : Nov 16 2021

SUMMARY :

Great to have you on theCUBE. Glad to be here. So one of the big and that includes, yeah, cloud security, and the AMD instances. And, you know, initially, this is what, you know, and the engineering effort. And so in that use case, we're, you know, AWS EC2 instances on the AMD? being the right thing to target. on the move over and what and then you just immediately gain and nurturing the But yeah, that's essentially, you know, and how do you capture that opportunity? and the underlying platform." Can I ask you a question? And if you want the AMD in the old glory days of So that's why, you know, I mean, the work that you guys are doing and making sure that your on the performance you have? because of that performance increase. So you get not as many good to be true, it's not. What did you discover? that initial BC to 10% I got to ask you on a personal Just the further this thing grows out, and this is, again, you got to do it. coverage of AWS's re:Invent 2021.

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Chris McNabb & Ed Macosky, Boomi | Hyperautomation & The Future of Connectivity


 

(energetic music) >> Hello, welcome to the CUBE's coverage of Boomi's Out of This World event. I'm John Furrier, host of theCUBE. We've got two great guests here, Chris McNabb, CEO of Boomi, and Ed Macosky, SVP and Head of Products, talking about hyper automation and the future of connectivity. Gentlemen, thank you for coming on theCUBE, great to see you. >> John, it is great to see you again as well. Looking forward to the next in-person one. >> I miss the in-person events, you guys have had great events and a lot of action happening. Love the big news of going out on your own direction, big financing, change of control, all that good stuff happening, industries growing. Chris, this is a big move. You know, the industry is changing. Can you give us some context to, you know, what's going on in automation and connectivity, because iPaaS, which you guys have pioneered, have been a big part of Cloud and CloudScale, and now we're seeing next-generation things happening. Data, automation, edge, modern application development, all happening. Set some context, what's going on? >> Yeah John, listen, it's a great time to be in our space at this point in time. Our customers, at the end of the day, are looking to create what we announced at last year's thing, called Integrated Experiences, which is the combination of user engagement, more awesome connectivity, and making sure high quality data goes through that experience, and providing 21st century experiences. And we're right at the heart of that work. Our platform really drives all the services that are needed there. But what our customers really need and what we're here to focus on today, that this world is to make sure that we have the world's best cut connectivity capabilities, and process automation engagement of constituents to really do what they want to do, where they want to do it. >> So a lot of big moves happening, what's the story? Take us through the story. I mean, you guys have a transaction with big sum financing, setting up this intelligence connectivity and automation approach. Take us through the story, what happened? >> Yeah. So, you know, the lead business was sold outside of Dell and that deal closed. We are now owned by two top tier private equity firms, FP and TPG. That sale is completed and now we are ready to unleash the Boomi business on this market. I think it's a great, it's a great transaction for Dell, and it's a great transaction for FP, PTG but most specifically, it's really a world-class transaction for the Boomi business, the Boomi customer base, as well as the Boomi employee. So I really looked at this as a win-win-win and sets us up for really going after this one. >> Yeah, and there's a huge wave coming and you're seeing like the, the big wave coming. It's just like, no need to debate it. It's here. It's cloud 2.0, whatever you want to call it, it's scale. IT has completely figured out, that not only is replatforming the cloud, but you got to be in the cloud refactoring. This is driving the innovation. And, this is really I see where you guys are leading. So share with me what is hyper automation? What is that actually mean? >> So what hyper automation really is, is intelligent connectivity automation. So our customers have been doing this. It's very specifically related to taking workflows, taking automation within the business. That's been around for a long time anyway, but adding AI and ML to it. So, as you continue to automate your business, you're getting more and more steam, and you get more and more productivity out of the (mumbles) organization or productivity from the (mumbles). >> So Chris, tell us more about this hyper automation, because you guys have a large install base. Take us through some of the numbers of the customer base, and where the dots are connecting as they look at the new IT landscape as it transforms. >> Yeah. John, great question. You know, when I talk to, you know as many of our 18,000 customers worldwide as I can get to, you know, what they are saying very clearly is their IT news feed is getting more complicated, more distributed, more siloed, and it has more data. And as you work through that problem, what they're trying to accomplish, is they're trying to engage their constituents in a 21st century web, however they want, whether it be mobile web, portals, chat bots, old fashioned telephones. And in doing that, that complicated area is extraordinarily difficult. So that's the pervasive problem that Boomi is purpose-built to help solve. And our customers start out sometimes with just great connectivity. Hyper automation is where the real value comes in. That's where your constituents see a complete difference in how I inter-operate with (mumbles). >> So, first of all, I love the word hyper automation because it reminds me of hyper scale, which, you know, look at the Amazons and the cloud players. You know, that kind of game has kind of evolved. I mean, the old joke is what inning are we in, right? And, and I, to use a baseball metaphor, I think it's a doubleheader and game one is won by the cloud. Right? So, Amazon wins game one, game two is all about data. You guys, this is core to Boomi and I want to get your thoughts on this because data is the competitive advantage. But if you look at the pandemic and the stories that we're reporting on, and this reinvent specifically, that'll be a big story. The refactoring in the cloud is a big strategic effort, not just replatforming, refactoring in the cloud. So this is really where you guys are, I think, skating where the puck is. Am I getting it right, can you just share that vision? >> Yeah, John. From a vision perspective, I think the pandemic has really accelerated people's expectations. You know what we need to be more nimble, more flexible. And because they had a fair amount in the Cloud they have to understand what is the next tier, what is the next generation offerings that we put together tie together and connect. That is not only connecting systems, apps, databases, and clouds. You're connecting people, processes and devices. So we're going to have a great story here and out of this world about how we connect bio centric vest to a video system who a network monitoring hub to protect the officer's safety in Amsterdam in real-time. We can deploy officers to location all automatic. All decisions are automatic, all locations, cameras (mumbles) all automatically. And that's only possible, when we think about next generation technology that Boomi provides. Next generation capabilities by the other providers in that solution. >> Ed, before we get to the product announcements for the even, we'll get your reaction to that. I see in the cloud you can refactor, you got data, you got latency issues. These are all kind of go away when you start thinking about integrating it altogether. What's your reaction to refactoring as the next step? >> Yeah. So my regular, I mean, exactly what Chris said, but as our customers are moving to the cloud, they're not choosing any more, just one cloud. It is a multi-cloud it's multidimensional (mumbles), you got multi-cloud, you got hybrid cloud, you have edge devices, et cetera. And our technology just naturally puts this in the space to do that. And based on what we see with our customers, we actually have, we've connected over 189,000 different devices, application points, data endpoints, et cetera to people. And we're seeing that growth of 44% year on year. So, we're seeing that explosion in helping customers, and we just want to accelerate that, and help them react to these changes as quickly as they possibly can. And a lot of it doesn't require, you know, massive upload project technology. We've been lucky enough to be visionaries that with our deployment technology, being able to embrace this new environment that's coming up or we're right at the forefront of this (mumbles). >> Yeah. I love the intelligence saying, I love hyper automation. Okay, let's get into the product announcements of Out of This World event. What are some of the announcements, and share with us the key highlights. >> Yeah. So first and foremost, we've announced a vision in our tactic. So I talked about the 189,000 applications that we did data endpoints, et cetera, that our customers are picking today. And they're moving very, very rapidly with that and it's no longer about name, connections, and having these fixed auxiliary that connects to applications you need to be able to react intelligently, pick the next endpoint and connect very quickly and bring that into your ecosystem. So we've got this vision towards the connectivity service that we're working on that will basically normalize that connectivity across all of the applications that are plugging into Boomi's iPaaS ecosystem and allow customers to get up and running very quickly. So I'm really excited about that. The other thing we announced is Boomi event streams. So in order to complete this, we can't just, we've been on this EDA journey Event-Driven Architecture for the last couple of years, and embracing an open ecosystem. But we found that in order to go faster for our customers, it's very, very important that we bring this into Boomi's iPaaS platform. Our partnerships in this area are still very important for us. But there is an avenue that our customers are demanding that, "hey, bring us into your platform." And we need to move faster with this, and our new Boomi event streams will allow them to do that. We also recently just announced the Boomi Discover Catalog. So this is the, this is an ongoing vision us. We're, building up into a marketplace where customers and partners can all participate, whether it's inside of a customer's ecosystem or partners, or Boomi, et cetera, offering these quick onboarding solutions for their customers. So we will learn intelligently as people have these solutions to help customers onboard, and build, and connect to these systems faster. So that's kind of how they all come together for us In a hyper automation scenario the last thing too, is we are working on RPA as a last mile connectivity that's where we start RPAs today, you know, gone are going to be the days of having RPA at a desktop perspective where you have to have someone manually run that. Although its RPA our runtime technology extends the desktops anyway. So we are going to bring RPA technology into the IPaaS platform as we move forward here so that our customers can enjoy the benefits of that as well. >> That's real quick. It was going to ask about the fence stream. I love this RPA angle. Tell me more about how that impacts is that's that's what I think, pretty big what's the impact of when you bring robotic processes on our RPA into iPaaS, what's the, what's the impact of the customer? >> The impact of the customer is that we believe that customers can really enjoy true cloud when it comes to RPA technology today, most of the RPA technologies, like I said, are deployed at a desktop and they are, they are manually run by some folks. It helps speed up the business user and adds some value there. But our technology will surely bring it to the cloud and allow that connectivity of what an arm robotic process automation solution will be doing and can tap into the iPaaS ecosystem and extend and connect that data up into the cloud or even other operating systems that the customer (mumbles). >> Okay. So on the event streams that you did, you guys announced, obviously it's the best part of the embedded event driven architecture, You guys have been part of. What is, why is it important for customers? Can you just take a minute to explain why event streams and why event driven approaches are important. >> Because customers need access to the data real time. So, so there's two reasons why it's very important to the customers one is Event Driven Architectures are on the rise, in order to truly scale up an environment. If you're talking tens of millions of transactions, you need to have an Event Driven Architecture in place in order to manage that state. So you don't have any message loss or any of those types of things. So it's important that we continue to invest as we continue to scale on our customers and they scale up their environments with us. The other reason it is very important for us to bring it into our ecosystem, within our platform is that our customers enjoy the luxury of having an integrated experience themselves as they're building, you know, intelligent connectivity and automation solutions within our platform. So to ask a customer, to go work with a third party technology versus enjoying it in an integrated experience itself is why we want to bring it in and have them get their (mumbles) much faster. >> I really think you guys are onto something because it's a partnership world. Ecosystems are now everywhere. There's ecosystems, because everything's a platform now that's evolving from tools to platforms and it's not a one platform rules the world. This is the benefit of how the clouds emerging, almost a whole nother set of cloud capabilities. I love this vision and you start to see that, and you guys did talk about this thing called conductivity marketplace. And what is that? Is that a, is that a place where people are sharing instead of partnershipping? I know there's a lot of partners are connected with each other and they want to have it all automated. How does this all play in? Can you just quickly explain that? >> Yeah, so in the last year we launched and we actually launched open source community around connectors and that sort of thing we invested pretty heavily in RSDK. We see quite a big uptake in the ecosystem of them building specific connectors, as well as solution. And our partners were very excited about partnering with us and (mumbles) to markets and those sorts of things that they can offer solutions to their customers on a marketplace. So, so we are reacting to the popular demand that we have from our partners and customers where they say, Hey, we'd love to participate in this marketplace. We'd love to be able to work with you and publish solutions that we're delivering more customers. So, so we're, we're fulfilling that mission on behalf of our customers and partners. >> You know, Chris, when you look at the cloud native ecosystem at the high level, you're seeing opensource driving a big part of it, large enterprises, large customers are moving to that next level of modern application development. They're partnering, right? They're going to out, outsource and partner some, some edge components, maybe bring someone else over here, have a supplier everything's confide now in the cloud, AKA dev ops meets, you know, business logic. So this seems to be validated. How do you see this evolving? How does this iPaaS kind of environment just become the environment? I mean, it seems to me that that's what's happening. What's your reaction to the, to that trend? >> I think as iPaaS evolves we've extended the breadth of our iPaaS dramatically. We're not an integration platform. We're, we take the broadest definition of the word integration I guess I'll say it that way. You'll be integrating people. Connecting people is just as important as connecting cloud applications So, you know, that that's part one in terms of the vision of what it is two is going to be the importance of speed and productivity. It's critically important that people can figure out how to reconnect because endpoints are exploding. You have to connect these extraordinarily quickly infractions of the amount of time that it ever took and coding, code is just not the way that that works. You have to have it abstracted and you have to make it simpler, low-code, no-code environments, configuration based environments, make it simpler for more people outside of IT to actually use the solutions. So that's where these platforms become much more pervasive than the enterprise, solve a much bigger problem, and they solve it at speeds. So, you know, the vision for this is just to continue to accelerate that, you know, when we got started here, things used to take months and months, you know, it came down to weeks, it came down to days, it's in to hours. We're looking at seconds to define connectivity in an easy button, those get connected and get working. That's our vision for intelligent connectivity. >> Okay, so we're talking about hyper automation in the future context. That's the segment here? What is a feature conductivity? Take me through that. How does that evolve? I can see marketplace. I can see an ecosystem. I see people connecting with partners and applications and data. What is the future of connectivity? >> The vision, right? For connectivity, and they talk about our connectivity as a service, but you know, you have to think about it as connectivity instead of connectors, like an NBO, a thing that talks to it, and what we look at is like, you should be able to point to an endpoint, pick a cloud app, any cloud application.  You have an API. I should be able to automatically programmatically and dynamically, anytime I want go interrogate that, browse it in the button and I've established connectivity, and the amount of take, in the amount of time it's taken me to explain it, you should almost be able to work through it and be connected to that and talking to that endpoint, we're going to bring that kind of connectivity, that dynamic generated, automatic connectivity, in to our platform, and that's the vision >> And people connect to user from a product standpoint and this should be literally plug and play, so to speak, old, old term, but really seamlessly, automated play, automate and play kind of just connect. >> Yes, absolutely. And what Chris was talking, I was thinking about a customer to be named, but one of the, during one of the interviews coming up at Out of this World, the customer was describing to us today, already the capabilities that we have, where he is, a CTO was able to get an integration up and running before this team was able to write the requirements for the integration. So, so those are the types of things we're looking to continue add to, to add to. And we're also, you know, not asking our customers to make a choice. You can scale up and scale down. It's very important for our customers to realize whether the problem's really big or really small our platforms there to get it done fast and in a secure way. >> I see a lot of people integrating in the cloud with each other and themselves other apps, seeing huge benefits while still working on premise across multiple environments. So this kind of new operating models evolving, some people call it refactoring, whatever term you want to use. It's a change of, of a value creation, creates new value. So as you guys go out, Chris, take us through your vision on next steps. Okay. You're, you're going to be independent. You got the financing behind you. Dell got a nice deal. You guys are going forward. What's next for boomi? >> Well, listen John, we, we, you know, we couldn't be more excited having the opportunity to truly unleash, you know, this business out on the market and you know, our employees are super excited. Our customers are going to benefit. Our customers are going to get a lot more product innovation every single day, we are ready to put out 11 releases a year. There's literally a hundred different features we put in that product. We're looking to double down on that and really accelerate our path towards those things what we were talking about today. Engagement with our customers gets to get much better, you know, doubling down on customer success. People support people, PSL in the field gets us engaging our customers in so many different ways. There's so much more folks that when we partner with our customers, we care about their overall success, and this investment really gives us so many avenues now to double down on and making sure that their journey with us and their journey towards their success as a business and how we can help them. Some of them, we help them get there. >> You guys got a lot of trajectory and experience and knowledge in this industry I think. It's really kind of a great position to be in. And as you guys take on this next wave, Chris McNabb, CEO Boomi, Ed Macosky, SVP, head of projects, thanks for coming on the cube, and this is the cube coverage of Boomi's Out of This World. I'm John Furrier, your host. Thanks for watching. (upbeat music)

Published Date : Nov 11 2021

SUMMARY :

and the future of connectivity. to see you again as well. I miss the in-person events, to really do what they want to do, where they want to do it. I mean, you guys have a and now we are ready that not only is replatforming the cloud, and you get more and more productivity numbers of the customer base, that Boomi is purpose-built to help solve. and the stories that we're reporting on, fair amount in the Cloud I see in the cloud you can refactor, And a lot of it doesn't require, you know, What are some of the announcements, and allow customers to get impact of the customer? The impact of the customer event streams that you did, continue to invest as we continue and you guys did talk about and (mumbles) to markets and So this seems to be validated. You have to have it abstracted and you have to make it simpler, low-code, no-code What is the future of connectivity? and the amount of take, plug and play, so to speak, not asking our customers to make a choice. So as you guys go out, Chris, to truly unleash, you know, And as you guys take on this next wave,

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Clint Crosier, AWS | AWS Summit DC 2021


 

>> Welcome back to theCUBE's covering of AWS Public Sector Summit. In-person here in Washington, DC. I'm John Furrier, your host, great to be back face to face. We've got a great, special guest Clint Crosier, who is the Director of AWS' Aerospace & Satellite. Major General of The Air Force/Space Force. Retired. Great to see you in person again. Thanks for coming on theCUBE. >> Thank you for having me. I appreciate that. >> First of all, props to you for doing a great job at Amazon, bringing all your knowledge from Space Force and Air Force into the cloud. >> Thank you. >> So that's great, historical context. >> It's been valuable and it's provided a whole lot of insight into what we're building with the AWS space team, for sure. >> So number one question I get a lot is: We want more space content. What's the coolest thing going on in space? Is there a really a satellite behind the moon there, hidden there somewhere? What's the coolest thing going on in space? >> Well, the coolest thing that's going on in space, I think is you're seeing the rapid growth of the space industry, I mean, to me. I've been in the space industry for 34 years now, and there have been periods where we projected lots of growth and activity and it just didn't really come about, especially in the 80's and the 90's. But what we're seeing today is that growth is taking place. Whether it's the numbers of satellites that are being launched around the globe every year, there's some 3,000 objects on orbit today. Estimates are that there'll be 30,000 objects at the end of the decade, or the number of new companies, or the number of global spinning. It is just happening right now, and it's really exciting. >> So, when people say or hear space, there's a lot of economic changes in terms of the cost structures of how to get things deployed into space. That brings up the question of: Is space an opportunity? Is it a threat vector? What about congestion and security? >> Yeah, well three great things, absolutely an opportunity. We're seeing the rapid growth of the space industry, and we're seeing more commercialization than ever before. In my whole career, The Air Force or, NASA, or the NRO would sort of, hold things and do them themselves Today, you're seeing commercial contracts going out from the National Reconnaissance Office, NASA, from The Air Force, from the Space Force. So lots of opportunity for commercial companies. Security. Absolutely, priority number one should be security is baked into everything we do at AWS. And our customers, our Government classified customers tell us the reason they came to AWS is our security is top notch and certified for all their workloads. And as you well know, we have from unclassified all the way up to top secret capabilities on the AWS cloud. So just powerful opportunities for our customers. >> Yeah. And a lot of competitors will throw foot on that. I know, I've reported on some of that and not a lot of people have that same credential. >> Sure. >> Compared to the competition. >> Sure. >> Now I have to ask you, now that you have the top secret, all these clouds that are very tailorable, flexible with space: How are you helping customers with this Aerospace Division? Is it is a commercial? In the public sector together? What's the... >> All of the above. >> Take us through the value proposition. >> Yeah, happy to do this. So what we recognized over the last two years or so we, at AWS, recognized all this rapid growth that we're talking about within the space industry. Every sector from launch to on-orbit activities, to space exploration, all of it. And so AWS saw that and we looked at ourselves and said: "Do we have the right organization and expertise in place really to help our customers lean into that?" And the answer was: we decided to build a team that had deep experience in space, and that was the team that we grew because our thesis was: If you have a deep experience in space, a deep experience in cloud, you bring those two together and it's a powerful contribution. And so we've assembled a team with more than 500 years of collective hands-on experience, flying satellites, launching rockets. And when we sit down with our customers to innovate on their behalf, we're able to come up with some incredible solutions and I'm happy to talk about those. >> I'd love to, but tell you what, first of all, there's a lot of space nerds out there. I love space. I love space geeking out on the technology, but take us through the year you had, you've had a pretty incredible year with some results. You have that brain trust there. I know you're hiring. I know that people want to work for you. I'm sure the resumes are flying in, a lot of action. >> There is. >> What are the highlights from this year? >> So the highlights I think is, we've built a team that the industry is telling us was needed. Again, there was no organization that really served the space cloud industry. And so we're kind of building this industry within the industry, the space cloud industry. And so number one, just establishing that team and leaning into that industry has been valuable. The other thing that we're real proud of is we built a global team, because space is a global enterprise. We have teams in Europe and in Asia and South America here in the U.S., so we built a global team. One of the things that we did right up front, we weren't even six months old, when we envisioned the idea of doing the AWS Space Accelerator. And some of the folks told me: "Clint, six months under your belt, maybe you ought to get your feet under you." And I said: "No, no. We move fast to support our customers." And so we made a call for any space startup that wanted to come on board with AWS and go through our four week Space Accelerator. We partnered with Sarah from Capital. And the idea was: if you're a small company that wants to grow and build and learn how you can use the cloud to gain competitive advantage, come with us. And so John, I would have been happy if we had 50 companies applied, we had 194 companies across 44 countries that applied to our accelerator. We had to down select a 10, but that was a tremendous accomplishment, two of those are speaking this afternoon, where they met each other at our accelerator and now have formed a partnership: Ursa Space and HawkEye 360 on how they build on the cloud together. Fascinating. >> Well, I love that story. First of all, I love the military mindset. No, we're not going to wait. >> Move it out. >> It's not take that hill, it's take that planet. >> Our customers won't wait, innovation, doesn't wait, the future doesn't wait. We have to move out. >> So, this brings up the entrepreneurship angle. We got there a little early, but I want to talk about it because it's super important. There's an entrepreneurial culture happening right now in the space community >> There is. At large, and it's getting bigger and wider. >> Bigger every day. >> What is that? What if someone says: "Hey, what's going on with entrepreneurship in this space? What are the key dynamics? What's the power dynamics?" It's not money, there's money out there, but like what's the structural thing happening? >> The key dynamic, I think, is we're seeing that we can unlock things that we could never do before. And one of our goals is: the more space data we can make more accessible to more people around the world. It unlocks things we couldn't do. We're working with space companies who are using space data to track endangered whales off the coast of California. We're working with companies that are using space data to measure thermal and greenhouse emissions for climate change and climate management. We're working with one company, Edgybees, who has a small satellite constellation, and they're using it to build satellite based, augmented reality, to provide it to first responders as they go into a disaster response area. And they get a 3D-view of what they're going into. None of those workloads were possible five years ago. And the cloud and cloud-based technologies are really what opens those kinds of workloads up. >> What kind of higher level services do you see emerging from space cloud? Because you know, obviously you have to have some infrastructure. >> Absolutely. Got to put some stuff into space. That's a supply chain, reliability, also threat. I mean, I can have a satellite attack, another satellite, or I'm just making that up, but I'm sure there's other scenarios that the generals are thinking about. >> So space security and cyberspace security is critical. And as I said, it's built into everything we do in all of our platforms, so you're absolutely right about that, but when we think about the entrepreneurship, you know, what we're seeing is, and I'll give you a good example of why the industry is growing so fast and why cloud. So one company we work with, LeoLabs. So Leo identified the growth in the LEO: Low Earth Orbit segment. 3,000 objects on orbit today, 30,000 tomorrow. Who's going to do the space traffic management for 30,000 objects in space that are all in the same orbital regime? And so LeoLabs built a process to do space traffic management, collision avoidance. They were running it on premises. It took them eight hours to do a single run for a single satellite conjunction. We got them to help understand how to use the cloud. They moved all that to AWS. Now that same run they do in 10 seconds. Eight hours to 10 seconds. Those are the kind of workloads as space proliferates in and we grow, that we just can't execute without cloud and cloud-based technologies. >> It's interesting, you know, the cloud has that same kind of line: move your workloads to the cloud and then refactor. >> Yeah. So space workloads are coming to the cloud. >> They are. >> Just changing the culture. So I have to ask you, I know there's a lot of young people out there looking for careers and interests. I mean, Cal poly is going into the high school now offering classes. >> Yeah So high school, there's so much interest in space and technology. What is the cultural mindset to be successful? Andy Jassy last year, reading and talk about the mindset of the builder and the enterprise CXO: "Get off your butt and start building" There's a space ethos going on. What is the mindset? Would you share your view on it? >> The mindset is innovation and moving fast, right? We, we lived, most of my career, in the time where we had an unlimited amount of money and unlimited amount of time. And so we were really slow and deliberate about how we built things. The future won't wait, whether it's commercial application, or military application, we have to move fast. And so the culture is: the faster we can move, The more we'll succeed, and there's no way to move faster than when you're building on the AWS cloud. Ground station is a good example. You know, the proposition of the cloud is: Don't invest your limited resources in your own infrastructure that doesn't differentiate your capability. And so we did that same thing with ground station. And we've said to companies: "Don't spend millions of dollars on developing your own ground station infrastructure, pay by the minute to use AWS's and focus your limited resources back in your product, which differentiate your space mission." and that's just been power. >> How is that going from customer perspective? >> Great. It's going great. We continue to grow. We added another location recently. And just in the last week we announced a licensed accelerator. One of the things our customers told us is it takes too long to work with global governments to get licensed, to operate around the world. And we know that's been the case. So we put together a team that leaned in to solve that problem, and we just announced the licensed accelerator, where we will work with companies to walk them through that process, and we can shave an 18 month process into a three or four month process. And that's been... we've gotten great response on that from our company. >> I've always said: >> I remember when you were hired and the whole space thing was happening. I remember saying to myself: "Man, if democratization can bring, come to space" >> And we're seeing that happening >> You guys started it and you guys, props to your team. >> Making space available to more and more people, and they'll dazzle us with the innovative ways we use space. 10 years ago, we couldn't have envisioned those things I told you about earlier. Now, we're opening up all sorts of workloads and John, real quick, one of the reasons is, in the past, you had to have a specific forte or expertise in working with space data, 'cause it was so unique and formatted and in pipeline systems. We're making that democratized. So it's just like any other data, like apps on your phone. If you can build apps for your phone and manage data, we want to make it that easy to operate with space data, and that's going to change the way the industry operates. >> And that's fundamentally, that's great innovation because you're enabling that. That's why I have to ask you on that note Of the innovation trends that you see or activities: What excites you the most? >> So a lot of things, but I'll give you two examples very quickly: One is high-performance compute. We're seeing more and more companies really lean in to understanding how fast they can go on AWS. I told you about LeoLabs, eight hours to 10 seconds. But that high-performance computes going to be a game changer. The other thing is: oh, and real quick, I want to tell you, Descartes Labs. So Descartes Labs came to us and said: "We want to compete in the Annual Global Top 500 supercomputer challenge" And so we worked with them for a couple of weeks. We built a workload on the AWS standard platform. We came in number 40 in the globe for the Top 500 super computer lists, just by building some workloads on our standard platform. That's powerful, high-performance compute. But the second example I wanted to give you is: digital modeling, digital simulation, digital engineering. Boom Aerospace is a company, Boom, that we work with. Boom decided to build their entire supersonic commercial, supersonic aircraft, digital engineering on the AWS cloud. In the last three years, John, they've executed 6,000 years of high-performance compute in the last three years. How do you do 6,000 years in compute in three years? You spin up thousands of AWS servers simultaneously, let them do your digital management, digital analysis, digital design, bring back a million different perturbations of a wing structure and then pick the one that's best and then come back tomorrow and run it again. That's powerful. >> And that was not even possible, years ago. >> Not at that speed, no, not at that speed. And that's what it's really opening up in terms of innovation. >> So now you've done it so much in your career, okay? Now you're here with Amazon. Looking back on this past year or so, What's the learnings for you? >> The learning is, truly how valuable cloud can be to the space industry, I'll admit to you most people in the space industry and especially in the government space industry. If you ask us a year ago, two years ago: "Hey, what do you think about cloud?" We would have said: "Well, you know, I hear people talk about the cloud. There's probably some value. We should probably look at that" And I was in the same boat, but now that I've dug deeply into the cloud and understand the value of artificial intelligence, machine learning, advanced data analytics, a ground station infrastructure, all those things, I'm more excited than ever before about what the space industry can benefit from cloud computing, and so bringing that, customer by customer is just a really fulfilling way to continue to be part of the space industry. Even though I retired from government service. >> Is there a... I'm just curious because you brought it up. Is there a lot of people coming in from the old, the space industry from public sector? Are they coming into commercial? >> Absolutely. >> Commercial rising up and there's, I mean, I know there's a lot of public/private partnerships, What's the current situation? >> Yeah, lots of partnerships, but we're seeing an interesting trend. You know, it used to be that NASA led the way in science and technology, or the military led the way in science and technology, and they still do in some areas. And then the commercial industry would follow along. We're seeing that's reversed. There's so much growth in the commercial industry. So much money, venture capital being poured in and so many innovative solutions being built, for instance, on the cloud that now the commercial industry is leading technology and building new technology trends that the military and the DOD and their government are trying to take advantage of. And that's why you're seeing all these commercial contracts being led from Air Force, Space Force, NASA, and NRO. To take advantage of that commercialization. >> You like your job. >> I love my job. (laughing) -I can tell, >> I love my job. >> I mean, it is a cool job. I kind of want to work for you. >> So John, space is cool. That's our tagline: space is cool. >> Space is cool. Space equals ratings in the digital TV realm, it is really, super exciting a lot of young people are interested, I mean, robotics clubs in high schools are now varsity sports, eSports, all blend together. >> Space, robotics, artificial intelligence, machine learning, advanced analytics. It's all becoming a singular sector today and it's open to more people than ever before, for the reasons we talked about. >> Big wave and you guys are building the surf boards, everyone a ride it, congratulations. Great to see you in person. >> Thank you. Again, thanks for coming on theCUBE, appreciate that. >> Thanks for having us. >> Clint Crosier is the Director of AWS Aerospace & Satellite. Legend in the industry. Now at AWS. I'm John Furrier with theCUBE. Thanks for watching.

Published Date : Sep 29 2021

SUMMARY :

Great to see you in person again. Thank you for having me. First of all, props to you for of insight into what we're building What's the coolest of the space industry, I mean, to me. changes in terms of the cost growth of the space industry, I know, I've reported on some of that the public sector together? And the answer was: we decided I'm sure the resumes are in the U.S., so we built a global team. I love the military mindset. It's not take that hill, the future doesn't wait. in the space community There is. the more space data we can make obviously you have to have other scenarios that the in the same orbital regime? know, the cloud has that coming to the cloud. into the high school now and talk about the mindset of And so the culture is: And just in the last week we and the whole space thing was happening. you guys, props to your team. the way the industry operates. Of the innovation trends We came in number 40 in the And that was not even And that's what it's really opening up What's the learnings for you? especially in the coming in from the old, on the cloud that now the I love my job. kind of want to work for you. So John, space is cool. the digital TV realm, it before, for the reasons building the surf boards, Thank you. Legend in the industry.

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Dave Levy, AWS | AWS Summit DC 2021


 

(upbeat music) >> Live in Washington, DC. This is day two of two days of coverage. I'm John Furr, your host. We're in person face-to-face event it's kicking off day two. Dave Levy's here, Vice President of US government Nonprofit and healthcare businesses for AWS Public Sector. Dave, great to see you again, welcome back. >> Dave: Great to see you, John. >> So, great time last time we were in person, 2019, looks like the event, the last year was virtual, what's new? >> Well, first of all, I think it's just exciting. I mean, I'm excited to be back and in-person and so much has happened in our personal lives in our communities and so I'm really glad that we can all be together and it's been great so far. >> I was talking yesterday with some folks and I saw people doing some networking. I heard someone, "Hey, I'm want to hire someone." So, the face-to-face is back, we're also streaming. Max Peterson told me they're pushing it everywhere on Facebook, LinkedIn, Twitter, everywhere, Twitch, so free content, but still a lot of registrations here in person, good stuff. >> Yeah, great registrations. We're thrilled with the support from partners and customers. And also too, like you said, the connections that people are making, so it does feel good that things are flowing and people are having conversations and- >> Well, you got healthcare, nonprofits, US government, healthcare has been a big focus so far in this show. A lot of action, local governments, governments and healthcare seem to be like pandemic enabled to change. What's the update? What's the highlights so far for you? >> Well, I think the highlights are in those areas that, what we've been able to help our customers with is the ability to respond and that's what Cloud is all about and their ability to react and to respond to things that they don't necessarily know is going to happen and the big thing that none of us knew was going to happen was the pandemic. And so that ability and agility and preparedness to respond has really been great to see from a lot of those customers. >> You know, Max Peterson had the CIO from the Air Force up on stage and she's known for her comments about data and data's our data, the US Air Force and so data's big part of it. They are having a transformation and the how's that project going? What's the update there? What's your impression on that? >> Yeah, well, it was great to see the Air Force on stage and great to see Laura up there and we're really proud to support the DOD and the Air Force. And the Air Force has a lot to be proud of in their transformation journey and what they're doing with Cloud One is pretty substantial and amazing transformation for them. And then they've got 35 applications running on AWS. And so we think their progress is really good and they're thinking the right way in terms of their software factories and other types of projects. >> What's interesting is it's watching like who's adopting, it's like you look at like the pandemic has really opened up the view of the projects, which ones are doing well. And how do I say this politely? The projects that were being blocked or hidden, or the KPIs camouflaging the value were exposed because I mean, once that pulled back the curtain, people realized, "Oh my God, we're stuck," Or "we're inadequate, we are antiquated. We need to change," because now the pressure to deliver shifted to digital. I mean, this literally exposed the good, bad, and the ugly. >> It did and some were more prepared than others. There are great examples. We worked with the SBA to help expand the portal for the payroll protection program to get more lenders access faster. And that was a great project. They were able to respond really quickly and we were able to support them in that. Others, not so much. I think it you're right, it did expose that there's an opportunity. There's an opportunity to accelerate some of the things that they were doing already in terms of digital transformation. >> How about the GovCloud and the federal customers that you have, what's the traction point? How has that going? Is there a new generation here? >> GovCloud has been a great success. GovCloud it's our- >> John: 10-year anniversary. >> It's our 10-year anniversary, so we're thrilled to celebrate that. I can't believe it's 2011. >> EC2 is 15. Is that 315? I guess 15, too is SQS, the original building blocks. >> So, we've got a lot of great success through GovCloud and GovCloud was really something that was born out of what customers wanted, primarily federal customers. But we've also seen over the last few years, real adoption from regulated industry, real adoption from partners that are going into GovCloud that really want to take advantage of the security and compliance that federal customers need and the larger defense industrial base organizations need. So, GovCloud's been a fabulous success and expect I expect a lot of growth going forward. >> Yeah, is there a cultural shift in the federal government now? I can imagine some countries have been exploring this. I did talk briefly about it with Ms. Shannon Kellogg and John Wood, about how, if you're under the age of 40 and you work in the federal government, you got to be like, "Why aren't we doing this?" Like there seems to be like a cultural shift, younger generation coming in and be like, looking at the old way and be like, "Why are we still doing that?" >> Well, I think look bipartisan support for digital transformation, for making sure that we have the competitive edge for generations and generations to come in the US both in business and in defense and national security, I think is an imperative. I mean nobody I've talked to disagrees that we need to do this. And I think that younger workforce coming in behind I'm jealous of the 40-year olds, I wish I was under 40, but none of workforce really sees the obstacles that maybe previous generation saw these emerging technologies are becoming, the basic unit of computer's getting smaller, the cost to do these things is coming way down and I think that younger workforce says, "Why aren't we doing this?" >> Yeah and I think the Air Force projects are interesting too because that shows us not just about the CIA or the DOD that you have, they're leaning into production workloads, and the mission critical workloads too, the DOD is also now continuing to adopt. What else are you guys doing with the DOD? >> Well, we're partnering with GDIT on milCloud and that's going to give DOD mission owners access to a whole suite of AWS services. So, we're really excited about that. And those are available now. We're the only Cloud provider that's making that accessible to them on milCloud. And so this is going to open up the opportunity for them to start doing that mission work that you described. A good example of that are programs like ABMS, Air Force's Advanced Battle Management System. It's part of their effort around JADC2 and a great set of capabilities that they're delivering there. We're happy to have participated. We did some testing and some show intel, if you will at Ramstein Air Force Base and we're really proud to support that effort and we're excited about what the Air Force is doing. >> You know, I've always been impressed with the DOD when the tactical edge concept came out, that was very impressive because they're really using the data properly and I know Amazon has been doing well in this area because you've got things like Outpost, Wavelength, Snowball products. How's that edge piece developing? Do you see that becoming more critical now? >> It's absolutely critical. It's not becoming critical, it is critical and I think if you look at what the DOD and all of their partners are trying to accomplish, it's really moving all of that data around from the very edge in theater, back home to where it needs to be analyzed, doing it fast, doing it secure, being able to deliver on their missions and that's what this is all about. So, we see huge, huge opportunities to really innovate around the edge. >> Yeah, the data equation really is fascinating to me. Just when you think about things like words, highly available versus high availability means something 'cause you're going to want real time, not just on available data, you got to have it real time so the pressure around these projects are high. And so technically, you've got to have low latency on all this stuff. >> That's true, that's true. You've got to either have near real time or real-time availability and in many cases there's high stakes. So, the ability the DOD to pull this off is really, really important and we're a big supporter of that. >> Dave, I want to get your perspective because you've been in the industry, you've seen that the ways, we talked before cameras about the '90s and data centers and stuff. 10 years of GovCloud, look at public sector, just to look at the 10 years, interesting evolution. I mean, you couldn't give Cloud a wait 15 years ago. They weren't moving, glacier speed of adoption, now, massive adoption, uptakes there, the transformations are happening, migrations are huge, healthcare, which is like silo the data, HIPAA compliance lock everything down, everything's opening up. This is causing a lot of change. What's your reaction to that? >> Well, my reaction to that is I think customers are starting to connect what their outcomes are, whether it's a business outcome or a mission outcome or both to what Cloud can actually do. And I think that's freeing them up to make decisions about enabling Cloud in their environment, enabling experimentation, because that's what you want. You don't know what you're going to be faced with. We don't know what the threats are. We don't know if there's going to be another major pandemic. We hope there's not, but we don't know and if you set goals around your outcomes for mission and tie those, Cloud becomes such an enabler for that. And I see customers embracing that. Customers across the spectrum, nonprofit, healthcare providers, everybody, Homeland Security, VA, they're all thinking about, "What are the mission outcomes we're trying to drive?" >> Yeah, what's interesting too on that is that, just to point out is that the applications now aren't as complex to build relatively to the speed. In other words, you can get the time to value. So, the pandemic showed people that if you were in the Cloud and had that agility or optionality to be agile, you could write software 'cause software is the key in this, and not let's do the waterfall, 12-weeks assessment, 10-month rollout. Now people are doing it in 10 days, new applications. >> Sure, sure. Well, I tell customers a lot, "Think about McDonald's during the pandemic and think about customers like that who had to react to a new environment of delivery and your fast food fresh and how quickly companies like that are able to roll out capabilities." And I don't know that federal customers will be able to do it in a week or two weeks, but it's certainly possible. And it certainly will shorten that lead time that they have now in their software development. >> Well, great to see you, Dave. Is there any customers you want to highlight and you want to talk about, get a plug in for? >> Yeah, a lot of great customers here representing today and we're really appreciative also just want to say it was really great to see Max on stage for his first summit and think it was great to see Laura and others as well too. We've got some great customers coming here, The Veteran's affairs is going to be here as well as the Navy presenting on a lot of their capabilities today. So, I'm really excited about that. >> Yeah, a lot of action and education, healthcare, really blooming, really changing and modernizing. Big-wave migration, modernization, all kinds of the big wave. >> Yeah, it is. Yeah, big things coming and some of these systems are ready, so these systems are 40 and 50 years old and we're here to help these customers deliver on the agility and the extensibility of these systems to really serve citizens. >> What's your outlook for next year? What are you seeing next year so happening? How do you see everything unfolding? So you mentioned the pandemic, we're still in it, Delta Virus, who knows what's going to happen next, the world stage is changing, the global economy, space. >> I see customers really leaning in and starting to see the benefits of moving their data to the Cloud, number one, and then also to getting the insights using AI and ML to really drive the insights that they need to make the decisions on that data and I see more and more customers doing that. I did a panel this week, moderated a panel with some great customers around that and getting started is probably the biggest thing that I see and we're going to have more and more customers getting started. >> Yeah, getting into the Cloud. Congratulations to milCloud by the way, too. That was a good call out. All right, thanks for coming, I appreciate it. >> John: Yeah, thanks, Sean. >> Okay, keep coverage here. The Public Sector Summit, live in Washington, D.C. in-person event also hybrid we're streaming out. We're doing remote interviews and Amazon is streaming all the keynotes and key sessions for the digital folks out there. Thanks for watching. (upbeat music)

Published Date : Sep 29 2021

SUMMARY :

Dave, great to see you I mean, I'm excited to So, the face-to-face is the connections that people are making, seem to be like pandemic is the ability to respond and and data's our data, the US Air Force And the Air Force has a lot to be proud of now the pressure to deliver and we were able to support them in that. GovCloud it's our- so we're thrilled to celebrate that. Is that 315? and the larger defense industrial and you work in the federal the cost to do these the DOD is also now continuing to adopt. and that's going to give and I know Amazon has been and I think if you look at what the DOD so the pressure around So, the ability the DOD to pull this off just to look at the 10 and if you set goals around get the time to value. And I don't know that federal customers Well, great to see you, Dave. and think it was great to see all kinds of the big wave. and we're here to help the world stage is changing, and then also to getting Yeah, getting into the Cloud. for the digital folks out there.

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AWS Startup Showcase Opening


 

>>Hello and welcome today's cube presentation of eight of us startup showcase. I'm john for your host highlighting the hottest companies and devops data analytics and cloud management lisa martin and David want are here to kick it off. We've got a great program for you again. This is our, our new community event model where we're doing every quarter, we have every new episode, this is quarter three this year or episode three, season one of the hottest cloud startups and we're gonna be featured. Then we're gonna do a keynote package and then 15 countries will present their story, Go check them out and then have a closing keynote with a practitioner and we've got some great lineups, lisa Dave, great to see you. Thanks for joining me. >>Hey guys, >>great to be here. So David got to ask you, you know, back in events last night we're at the 14 it's event where they had the golf PGA championship with the cube Now we got the hybrid model, This is the new normal. We're in, we got these great companies were showcasing them. What's your take? >>Well, you're right. I mean, I think there's a combination of things. We're seeing some live shows. We saw what we did with at mobile world Congress. We did the show with AWS storage day where it was, we were at the spheres, there was no, there was a live audience, but they weren't there physically. It was just virtual and yeah, so, and I just got pained about reinvent. Hey Dave, you gotta make your flights. So I'm making my flights >>were gonna be at the amazon web services, public sector summit next week. At least a lot, a lot of cloud convergence going on here. We got many companies being featured here that we spoke with the Ceo and their top people cloud management, devops data, nelson security. Really cutting edge companies, >>yes, cutting edge companies who are all focused on acceleration. We've talked about the acceleration of digital transformation the last 18 months and we've seen a tremendous amount of acceleration in innovation with what these startups are doing. We've talked to like you said, there's, there's C suite, we've also talked to their customers about how they are innovating so quickly with this hybrid environment, this remote work and we've talked a lot about security in the last week or so. You mentioned that we were at Fortinet cybersecurity skills gap. What some of these companies are doing with automation for example, to help shorten that gap, which is a big opportunity >>for the job market. Great stuff. Dave so the format of this event, you're going to have a fireside chat with the practitioner, we'd like to end these programs with a great experienced practitioner cutting edge in data february. The beginning lisa are gonna be kicking off with of course Jeff bar to give us the update on what's going on AWS and then a special presentation from Emily Freeman who is the author of devops for dummies, she's introducing new content. The revolution in devops devops two point oh and of course jerry Chen from Greylock cube alumni is going to come on and talk about his new thesis castles in the cloud creating moats at cloud scale. We've got a great lineup of people and so the front ends can be great. Dave give us a little preview of what people can expect at the end of the fireside chat. >>Well at the highest level john I've always said we're entering that sort of third great wave of cloud. First wave was experimentation. The second big wave was migration. The third wave of integration, Deep business integration and what you're >>going to hear from >>Hello Fresh today is how they like many companies that started early last decade. They started with an on prem Hadoop system and then of course we all know what happened is S three essentially took the knees out from, from the on prem Hadoop market lowered costs, brought things into the cloud and what Hello Fresh is doing is they're transforming from that legacy Hadoop system into its running on AWS but into a data mess, you know, it's a passionate topic of mine. Hello Fresh was scaling they realized that they couldn't keep up so they had to rethink their entire data architecture and they built it around data mesh Clements key and christoph Soewandi gonna explain how they actually did that are on a journey or decentralized data >>measure it and your posts have been awesome on data measure. We get a lot of traction. Certainly you're breaking analysis for the folks watching check out David Landes, Breaking analysis every week, highlighting the cutting edge trends in tech Dave. We're gonna see you later, lisa and I are gonna be here in the morning talking about with Emily. We got Jeff Barr teed up. Dave. Thanks for coming on. Looking forward to fireside chat lisa. We'll see you when Emily comes back on. But we're gonna go to Jeff bar right now for Dave and I are gonna interview Jeff. Mm >>Hey Jeff, >>here he is. Hey, how are you? How's it going really well. So I gotta ask you, the reinvent is on, everyone wants to know that's happening right. We're good with Reinvent. >>Reinvent is happening. I've got my hotel and actually listening today, if I just remembered, I still need to actually book my flights. I've got my to do list on my desk and I do need to get my >>flights. Uh, >>really looking forward >>to it. I can't wait to see the all the announcements and blog posts. We're gonna, we're gonna hear from jerry Chen later. I love the after on our next event. Get your reaction to this castle and castles in the cloud where competitive advantages can be built in the cloud. We're seeing examples of that. But first I gotta ask you give us an update of what's going on. The ap and ecosystem has been an incredible uh, celebration these past couple weeks, >>so, so a lot of different things happening and the interesting thing to me is that as part of my job, I often think that I'm effectively living in the future because I get to see all this really cool stuff that we're building just a little bit before our customers get to, and so I'm always thinking okay, here I am now, and what's the world going to be like in a couple of weeks to a month or two when these launches? I'm working on actually get out the door and that, that's always really, really fun, just kind of getting that, that little edge into where we're going, but this year was a little interesting because we had to really significant birthdays, we had the 15 year anniversary of both EC two and S three and we're so focused on innovating and moving forward, that it's actually pretty rare for us at Aws to look back and say, wow, we've actually done all these amazing things in in the last 15 years, >>you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, well, a place for startup is a W. S and now the great thing about the startup showcases, we're seeing the startups that >>are >>very near, or some of them have even reached escape velocity, so they're not, they're not tiny little companies anymore, they're in their transforming their respective industries, >>they really are and I think that as they start ups grow, they really start to lean into the power of the cloud. They as they start to think, okay, we've we've got our basic infrastructure in place, we've got, we were serving data, we're serving up a few customers, everything is actually working pretty well for us. We've got our fundamental model proven out now, we can invest in publicity and marketing and scaling and but they don't have to think about what's happening behind the scenes. They just if they've got their auto scaling or if they're survivalists, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. They can focus on the fun part of their business which is actually listening to customers and building up an awesome business >>Jeff as you guys are putting together all the big pre reinvented, knows a lot of stuff that goes on prior as well and they say all the big good stuff to reinvent. But you start to see some themes emerged this year. One of them is modernization of applications, the speed of application development in the cloud with the cloud scale devops personas, whatever persona you want to talk about but basically speed the speed of of the app developers where other departments have been slowing things down, I won't say name names, but security group and I t I mean I shouldn't have said that but only kidding but no but seriously people want in minutes and seconds now not days or weeks. You know whether it's policy. What are some of the trends that you're seeing around this this year as we get into some of the new stuff coming out >>So Dave customers really do want speed and for we've actually encapsulate this for a long time in amazon in what we call the bias for action leadership principle >>where >>we just need to jump in and move forward and and make things happen. A lot of customers look at that and they say yes this is great. We need to have the same bias fraction. Some do. Some are still trying to figure out exactly how to put it into play. And they absolutely for sure need to pay attention to security. They need to respect the past and make sure that whatever they're doing is in line with I. T. But they do want to move forward. And the interesting thing that I see time and time again is it's not simply about let's adopt a new technology. It's how do we >>how do we keep our workforce >>engaged? How do we make sure that they've got the right training? How do we bring our our I. T. Team along for this. Hopefully new and fun and exciting journey where they get to learn some interesting new technologies they've got all this very much accumulated business knowledge they still want to put to use, maybe they're a little bit apprehensive about something brand new and they hear about the cloud, but there by and large, they really want to move forward. They just need a little bit of >>help to make it happen >>real good guys. One of the things you're gonna hear today, we're talking about speed traditionally going fast. Oftentimes you meant you have to sacrifice some things on quality and what you're going to hear from some of the startups today is how they're addressing that to automation and modern devoPS technologies and sort of rethinking that whole application development approach. That's something I'm really excited to see organization is beginning to adopt so they don't have to make that tradeoff anymore. >>Yeah, I would >>never want to see someone >>sacrifice quality, >>but I do think that iterating very quickly and using the best of devoPS principles to be able to iterate incredibly quickly and get that first launch out there and then listen with both ears just >>as much >>as you can, Everything. You hear iterate really quickly to meet those needs in, in hours and days, not months, quarters or years. >>Great stuff. Chef and a lot of the companies were featuring here in the startup showcase represent that new kind of thinking, um, systems thinking as well as you know, the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation and uh, we're excited to have Emily Freeman who's going to come on and give a little preview for her new talk on this revolution. So Jeff, thank you for coming on, appreciate you sharing the update here on the cube. Happy >>to be. I'm actually really looking forward to hearing from Emily. >>Yeah, it's great. Great. Looking forward to the talk. Brand new Premier, Okay, uh, lisa martin, Emily Freeman is here. She's ready to come in and we're going to preview her lightning talk Emily. Um, thanks for coming on, we really appreciate you coming on really, this is about to talk around deVOPS next gen and I think lisa this is one of those things we've been, we've been discussing with all the companies. It's a new kind of thinking it's a revolution, it's a systems mindset, you're starting to see the connections there she is. Emily, Thanks for coming. I appreciate it. >>Thank you for having me. So your teaser video >>was amazing. Um, you know, that little secret radical idea, something completely different. Um, you gotta talk coming up, what's the premise behind this revolution, you know, these tying together architecture, development, automation deployment, operating altogether. >>Yes, well, we have traditionally always used the sclc, which is the software delivery life cycle. Um, and it is a straight linear process that has actually been around since the sixties, which is wild to me um, and really originated in manufacturing. Um, and as much as I love the Toyota production system and how much it has shown up in devops as a sort of inspiration on how to run things better. We are not making cars, we are making software and I think we have to use different approaches and create a sort of model that better reflects our modern software development process. >>It's a bold idea and looking forward to the talk and as motivation. I went into my basement and dusted off all my books from college in the 80s and the sea estimates it was waterfall. It was software development life cycle. They trained us to think this way and it came from the mainframe people. It was like, it's old school, like really, really old and it really hasn't been updated. Where's the motivation? I actually cloud is kind of converging everything together. We see that, but you kind of hit on this persona thing. Where did that come from this persona? Because you know, people want to put people in buckets release engineer. I mean, where's that motivation coming from? >>Yes, you're absolutely right that it came from the mainframes. I think, you know, waterfall is necessary when you're using a punch card or mag tape to load things onto a mainframe, but we don't exist in that world anymore. Thank goodness. And um, yes, so we, we use personas all the time in tech, you know, even to register, well not actually to register for this event, but a lot events. A lot of events, you have to click that drop down. Right. Are you a developer? Are you a manager, whatever? And the thing is personas are immutable in my opinion. I was a developer. I will always identify as a developer despite playing a lot of different roles and doing a lot of different jobs. Uh, and this can vary throughout the day. Right. You might have someone who has a title of software architect who ends up helping someone pair program or develop or test or deploy. Um, and so we wear a lot of hats day to day and I think our discussions around roles would be a better, um, certainly a better approach than personas >>lease. And I've been discussing with many of these companies around the roles and we're hearing from them directly and they're finding out that people have, they're mixing and matching on teams. So you're, you're an S R E on one team and you're doing something on another team where the workflows and the workloads defined the team formation. So this is a cultural discussion. >>It absolutely is. Yes. I think it is a cultural discussion and it really comes to the heart of devops, right? It's people process. And then tools deVOps has always been about culture and making sure that developers have all the tools they need to be productive and honestly happy. What good is all of this? If developing software isn't a joyful experience. Well, >>I got to ask you, I got you here obviously with server list and functions just starting to see this kind of this next gen. And we're gonna hear from jerry Chen, who's a Greylock VC who's going to talk about castles in the clouds, where he's discussing the moats that could be created with a competitive advantage in cloud scale. And I think he points to the snowflakes of the world. You're starting to see this new thing happening. This is devops 2.0, this is the revolution. Is this kind of where you see the same vision of your talk? >>Yes, so DeVOps created 2000 and 8, 2000 and nine, totally different ecosystem in the world we were living in, you know, we didn't have things like surveillance and containers, we didn't have this sort of default distributed nature, certainly not the cloud. Uh and so I'm very excited for jerry's talk. I'm curious to hear more about these moz. I think it's fascinating. Um but yeah, you're seeing different companies use different tools and processes to accelerate their delivery and that is the competitive advantage. How can we figure out how to utilize these tools in the most efficient way possible. >>Thank you for coming and giving us a preview. Let's now go to your lightning keynote talk. Fresh content. Premier of this revolution in Devops and the Freemans Talk, we'll go there now. >>Hi, I'm Emily Freeman, I'm the author of devops for dummies and the curator of 97 things every cloud engineer should know. I am thrilled to be here with you all today. I am really excited to share with you a kind of a wild idea, a complete re imagining of the S DLC and I want to be clear, I need your feedback. I want to know what you think of this. You can always find me on twitter at editing. Emily, most of my work centers around deVOps and I really can't overstate what an impact the concept of deVOPS has had on this industry in many ways it built on the foundation of Agile to become a default a standard we all reach for in our everyday work. When devops surfaced as an idea in 2008, the tech industry was in a vastly different space. AWS was an infancy offering only a handful of services. Azure and G C P didn't exist yet. The majority's majority of companies maintained their own infrastructure. Developers wrote code and relied on sys admins to deploy new code at scheduled intervals. Sometimes months apart, container technology hadn't been invented applications adhered to a monolithic architecture, databases were almost exclusively relational and serverless wasn't even a concept. Everything from the application to the engineers was centralized. Our current ecosystem couldn't be more different. Software is still hard, don't get me wrong, but we continue to find novel solutions to consistently difficult, persistent problems. Now, some of these end up being a sort of rebranding of old ideas, but others are a unique and clever take to abstracting complexity or automating toil or perhaps most important, rethinking challenging the very premises we have accepted as Cannon for years, if not decades. In the years since deVOps attempted to answer the critical conflict between developers and operations, engineers, deVOps has become a catch all term and there have been a number of derivative works. Devops has come to mean 5000 different things to 5000 different people. For some, it can be distilled to continuous integration and continuous delivery or C I C D. For others, it's simply deploying code more frequently, perhaps adding a smattering of tests for others. Still, its organizational, they've added a platform team, perhaps even a questionably named DEVOPS team or have created an engineering structure that focuses on a separation of concerns. Leaving feature teams to manage the development, deployment, security and maintenance of their siloed services, say, whatever the interpretation, what's important is that there isn't a universally accepted standard. Well, what deVOPS is or what it looks like an execution, it's a philosophy more than anything else. A framework people can utilize to configure and customize their specific circumstances to modern development practices. The characteristic of deVOPS that I think we can all agree on though, is that an attempted to capture the challenges of the entire software development process. It's that broad umbrella, that holistic view that I think we need to breathe life into again, The challenge we face is that DeVOps isn't increasingly outmoded solution to a previous problem developers now face. Cultural and technical challenge is far greater than how to more quickly deploy a monolithic application. Cloud native is the future the next collection of default development decisions and one the deVOPS story can't absorb in its current form. I believe the era of deVOPS is waning and in this moment as the sun sets on deVOPS, we have a unique opportunity to rethink rebuild free platform. Even now, I don't have a crystal ball. That would be very handy. I'm not completely certain with the next decade of tech looks like and I can't write this story alone. I need you but I have some ideas that can get the conversation started, I believe to build on what was we have to throw away assumptions that we've taken for granted all this time in order to move forward. We must first step back. Mhm. The software or systems development life cycle, what we call the S. D. L. C. has been in use since the 1960s and it's remained more or less the same since before color television and the touch tone phone. Over the last 60 or so odd years we've made tweaks, slight adjustments, massaged it. The stages or steps are always a little different with agile and deVOps we sort of looped it into a circle and then an infinity loop we've added pretty colors. But the sclc is more or less the same and it has become an assumption. We don't even think about it anymore, universally adopted constructs like the sclc have an unspoken permanence. They feel as if they have always been and always will be. I think the impact of that is even more potent. If you were born after a construct was popularized. Nearly everything around us is a construct, a model, an artifact of a human idea. The chair you're sitting in the desk, you work at the mug from which you drink coffee or sometimes wine, buildings, toilets, plumbing, roads, cars, art, computers, everything. The sclc is a remnant an artifact of a previous era and I think we should throw it away or perhaps more accurately replace it, replace it with something that better reflects the actual nature of our work. A linear, single threaded model designed for the manufacturer of material goods cannot possibly capture the distributed complexity of modern socio technical systems. It just can't. Mhm. And these two ideas aren't mutually exclusive that the sclc was industry changing, valuable and extraordinarily impactful and that it's time for something new. I believe we are strong enough to hold these two ideas at the same time, showing respect for the past while envisioning the future. Now, I don't know about you, I've never had a software project goes smoothly in one go. No matter how small. Even if I'm the only person working on it and committing directly to master software development is chaos. It's a study and entropy and it is not getting any more simple. The model with which we think and talk about software development must capture the multithreaded, non sequential nature of our work. It should embody the roles engineers take on and the considerations they make along the way. It should build on the foundations of agile and devops and represent the iterative nature of continuous innovation. Now, when I was thinking about this, I was inspired by ideas like extreme programming and the spiral model. I I wanted something that would have layers, threads, even a way of visually representing multiple processes happening in parallel. And what I settled on is the revolution model. I believe the visualization of revolution is capable of capturing the pivotal moments of any software scenario. And I'm going to dive into all the discrete elements. But I want to give you a moment to have a first impression, to absorb my idea. I call it revolution because well for one it revolves, it's circular shape reflects the continuous and iterative nature of our work, but also because it is revolutionary. I am challenging a 60 year old model that is embedded into our daily language. I don't expect Gartner to build a magic quadrant around this tomorrow, but that would be super cool. And you should call me my mission with. This is to challenge the status quo to create a model that I think more accurately reflects the complexity of modern cloud native software development. The revolution model is constructed of five concentric circles describing the critical roles of software development architect. Ng development, automating, deploying and operating intersecting each loop are six spokes that describe the production considerations every engineer has to consider throughout any engineering work and that's test, ability, secure ability, reliability, observe ability, flexibility and scalability. The considerations listed are not all encompassing. There are of course things not explicitly included. I figured if I put 20 spokes, some of us, including myself, might feel a little overwhelmed. So let's dive into each element in this model. We have long used personas as the default way to do divide audiences and tailor messages to group people. Every company in the world right now is repeating the mantra of developers, developers, developers but personas have always bugged me a bit because this approach typically either oversimplifies someone's career are needlessly complicated. Few people fit cleanly and completely into persona based buckets like developers and operations anymore. The lines have gotten fuzzy on the other hand, I don't think we need to specifically tailor messages as to call out the difference between a devops engineer and a release engineer or a security administrator versus a security engineer but perhaps most critically, I believe personas are immutable. A persona is wholly dependent on how someone identifies themselves. It's intrinsic not extrinsic. Their titles may change their jobs may differ, but they're probably still selecting the same persona on that ubiquitous drop down. We all have to choose from when registering for an event. Probably this one too. I I was a developer and I will always identify as a developer despite doing a ton of work in areas like devops and Ai Ops and Deverell in my heart. I'm a developer I think about problems from that perspective. First it influences my thinking and my approach roles are very different. Roles are temporary, inconsistent, constantly fluctuating. If I were an actress, the parts I would play would be lengthy and varied, but the persona I would identify as would remain an actress and artist lesbian. Your work isn't confined to a single set of skills. It may have been a decade ago, but it is not today in any given week or sprint, you may play the role of an architect. Thinking about how to design a feature or service, developer building out code or fixing a bug and on automation engineer, looking at how to improve manual processes. We often refer to as soil release engineer, deploying code to different environments or releasing it to customers or in operations. Engineer ensuring an application functions inconsistent expected ways and no matter what role we play. We have to consider a number of issues. The first is test ability. All software systems require testing to assure architects that designs work developers, the code works operators, that infrastructure is running as expected and engineers of all disciplines that code changes won't bring down the whole system testing in its many forms is what enables systems to be durable and have longevity. It's what reassures engineers that changes won't impact current functionality. A system without tests is a disaster waiting to happen, which is why test ability is first among equals at this particular roundtable. Security is everyone's responsibility. But if you understand how to design and execute secure systems, I struggle with this security incidents for the most part are high impact, low probability events. The really big disasters, the one that the ones that end up on the news and get us all free credit reporting for a year. They don't happen super frequently and then goodness because you know that there are endless small vulnerabilities lurking in our systems. Security is something we all know we should dedicate time to but often don't make time for. And let's be honest, it's hard and complicated and a little scary def sec apps. The first derivative of deVOPS asked engineers to move security left this approach. Mint security was a consideration early in the process, not something that would block release at the last moment. This is also the consideration under which I'm putting compliance and governance well not perfectly aligned. I figure all the things you have to call lawyers for should just live together. I'm kidding. But in all seriousness, these three concepts are really about risk management, identity, data, authorization. It doesn't really matter what specific issue you're speaking about, the question is who has access to what win and how and that is everyone's responsibility at every stage site reliability engineering or sorry, is a discipline job and approach for good reason. It is absolutely critical that applications and services work as expected. Most of the time. That said, availability is often mistakenly treated as a synonym for reliability. Instead, it's a single aspect of the concept if a system is available but customer data is inaccurate or out of sync. The system is not reliable, reliability has five key components, availability, latency, throughput. Fidelity and durability, reliability is the end result. But resiliency for me is the journey the action engineers can take to improve reliability, observe ability is the ability to have insight into an application or system. It's the combination of telemetry and monitoring and alerting available to engineers and leadership. There's an aspect of observe ability that overlaps with reliability, but the purpose of observe ability isn't just to maintain a reliable system though, that is of course important. It is the capacity for engineers working on a system to have visibility into the inner workings of that system. The concept of observe ability actually originates and linear dynamic systems. It's defined as how well internal states of a system can be understood based on information about its external outputs. If it is critical when companies move systems to the cloud or utilize managed services that they don't lose visibility and confidence in their systems. The shared responsibility model of cloud storage compute and managed services require that engineering teams be able to quickly be alerted to identify and remediate issues as they arise. Flexible systems are capable of adapting to meet the ever changing needs of the customer and the market segment, flexible code bases absorb new code smoothly. Embody a clean separation of concerns. Are partitioned into small components or classes and architected to enable the now as well as the next inflexible systems. Change dependencies are reduced or eliminated. Database schemas accommodate change well components, communicate via a standardized and well documented A. P. I. The only thing constant in our industry is change and every role we play, creating flexibility and solutions that can be flexible that will grow as the applications grow is absolutely critical. Finally, scalability scalability refers to more than a system's ability to scale for additional load. It implies growth scalability and the revolution model carries the continuous innovation of a team and the byproducts of that growth within a system. For me, scalability is the most human of the considerations. It requires each of us in our various roles to consider everyone around us, our customers who use the system or rely on its services, our colleagues current and future with whom we collaborate and even our future selves. Mhm. Software development isn't a straight line, nor is it a perfect loop. It is an ever changing complex dance. There are twirls and pivots and difficult spins forward and backward. Engineers move in parallel, creating truly magnificent pieces of art. We need a modern model for this modern era and I believe this is just the revolution to get us started. Thank you so much for having me. >>Hey, we're back here. Live in the keynote studio. I'm john for your host here with lisa martin. David lot is getting ready for the fireside chat ending keynote with the practitioner. Hello! Fresh without data mesh lisa Emily is amazing. The funky artwork there. She's amazing with the talk. I was mesmerized. It was impressive. >>The revolution of devops and the creative element was a really nice surprise there. But I love what she's doing. She's challenging the status quo. If we've learned nothing in the last year and a half, We need to challenge the status quo. A model from the 1960s that is no longer linear. What she's doing is revolutionary. >>And we hear this all the time. All the cube interviews we do is that you're seeing the leaders, the SVP's of engineering or these departments where there's new new people coming in that are engineering or developers, they're playing multiple roles. It's almost a multidisciplinary aspect where you know, it's like going into in and out burger in the fryer later and then you're doing the grill, you're doing the cashier, people are changing roles or an architect, their test release all in one no longer departmental, slow siloed groups. >>She brought up a great point about persona is that we no longer fit into these buckets. That the changing roles. It's really the driver of how we should be looking at this. >>I think I'm really impressed, really bold idea, no brainer as far as I'm concerned, I think one of the things and then the comments were off the charts in a lot of young people come from discord servers. We had a good traction over there but they're all like learning. Then you have the experience, people saying this is definitely has happened and happening. The dominoes are falling and they're falling in the direction of modernization. That's the key trend speed. >>Absolutely with speed. But the way that Emily is presenting it is not in a brash bold, but it's in a way that makes great sense. The way that she creatively visually lined out what she was talking about Is amenable to the folks that have been doing this for since the 60s and the new folks now to really look at this from a different >>lens and I think she's a great setup on that lightning top of the 15 companies we got because you think about sis dig harness. I white sourced flamingo hacker one send out, I oh, okay. Thought spot rock set Sarah Ops ramp and Ops Monte cloud apps, sani all are doing modern stuff and we talked to them and they're all on this new wave, this monster wave coming. What's your observation when you talk to these companies? >>They are, it was great. I got to talk with eight of the 15 and the amount of acceleration of innovation that they've done in the last 18 months is phenomenal obviously with the power and the fuel and the brand reputation of aws but really what they're all facilitating cultural shift when we think of devoPS and the security folks. Um, there's a lot of work going on with ai to an automation to really kind of enabled to develop the develops folks to be in control of the process and not have to be security experts but ensuring that the security is baked in shifting >>left. We saw that the chat room was really active on the security side and one of the things I noticed was not just shift left but the other groups, the security groups and the theme of cultural, I won't say war but collision cultural shift that's happening between the groups is interesting because you have this new devops persona has been around Emily put it out for a while. But now it's going to the next level. There's new revolutions about a mindset, a systems mindset. It's a thinking and you start to see the new young companies coming out being funded by the gray locks of the world who are now like not going to be given the we lost the top three clouds one, everything. there's new business models and new technical architecture in the cloud and that's gonna be jerry Chen talk coming up next is going to be castles in the clouds because jerry chant always talked about moats, competitive advantage and how moats are key to success to guard the castle. And then we always joke, there's no more moz because the cloud has killed all the boats. But now the motor in the cloud, the castles are in the cloud, not on the ground. So very interesting thought provoking. But he's got data and if you look at the successful companies like the snowflakes of the world, you're starting to see these new formations of this new layer of innovation where companies are growing rapidly, 98 unicorns now in the cloud. Unbelievable, >>wow, that's a lot. One of the things you mentioned, there's competitive advantage and these startups are all fueled by that they know that there are other companies in the rear view mirror right behind them. If they're not able to work as quickly and as flexibly as a competitor, they have to have that speed that time to market that time to value. It was absolutely critical. And that's one of the things I think thematically that I saw along the eighth sort of that I talked to is that time to value is absolutely table stakes. >>Well, I'm looking forward to talking to jerry chan because we've talked on the queue before about this whole idea of What happens when winner takes most would mean the top 3, 4 cloud players. What happens? And we were talking about that and saying, if you have a model where an ecosystem can develop, what does that look like and back in 2013, 2014, 2015, no one really had an answer. Jerry was the only BC. He really nailed it with this castles in the cloud. He nailed the idea that this is going to happen. And so I think, you know, we'll look back at the tape or the videos from the cube, we'll find those cuts. But we were talking about this then we were pontificating and riffing on the fact that there's going to be new winners and they're gonna look different as Andy Jassy always says in the cube you have to be misunderstood if you're really going to make something happen. Most of the most successful companies are misunderstood. Not anymore. The cloud scales there. And that's what's exciting about all this. >>It is exciting that the scale is there, the appetite is there the appetite to challenge the status quo, which is right now in this economic and dynamic market that we're living in is there's nothing better. >>One of the things that's come up and and that's just real quick before we bring jerry in is automation has been insecurity, absolutely security's been in every conversation, but automation is now so hot in the sense of it's real and it's becoming part of all the design decisions. How can we automate can we automate faster where the keys to automation? Is that having the right data, What data is available? So I think the idea of automation and Ai are driving all the change and that's to me is what these new companies represent this modern error where AI is built into the outcome and the apps and all that infrastructure. So it's super exciting. Um, let's check in, we got jerry Chen line at least a great. We're gonna come back after jerry and then kick off the day. Let's bring in jerry Chen from Greylock is he here? Let's bring him in there. He is. >>Hey john good to see you. >>Hey, congratulations on an amazing talk and thesis on the castles on the cloud. Thanks for coming on. >>All right, Well thanks for reading it. Um, always were being put a piece of workout out either. Not sure what the responses, but it seemed to resonate with a bunch of developers, founders, investors and folks like yourself. So smart people seem to gravitate to us. So thank you very much. >>Well, one of the benefits of doing the Cube for 11 years, Jerry's we have videotape of many, many people talking about what the future will hold. You kind of are on this early, it wasn't called castles in the cloud, but you were all I was, we had many conversations were kind of connecting the dots in real time. But you've been on this for a while. It's great to see the work. I really think you nailed this. I think you're absolutely on point here. So let's get into it. What is castles in the cloud? New research to come out from Greylock that you spearheaded? It's collaborative effort, but you've got data behind it. Give a quick overview of what is castle the cloud, the new modes of competitive advantage for companies. >>Yeah, it's as a group project that our team put together but basically john the question is, how do you win in the cloud? Remember the conversation we had eight years ago when amazon re event was holy cow, Like can you compete with them? Like is it a winner? Take all? Winner take most And if it is winner take most, where are the white spaces for Some starts to to emerge and clearly the past eight years in the cloud this journey, we've seen big companies, data breaks, snowflakes, elastic Mongo data robot. And so um they spotted the question is, you know, why are the castles in the cloud? The big three cloud providers, Amazon google and Azure winning. You know, what advantage do they have? And then given their modes of scale network effects, how can you as a startup win? And so look, there are 500 plus services between all three cloud vendors, but there are like 500 plus um startups competing gets a cloud vendors and there's like almost 100 unicorn of private companies competing successfully against the cloud vendors, including public companies. So like Alaska, Mongo Snowflake. No data breaks. Not public yet. Hashtag or not public yet. These are some examples of the names that I think are winning and watch this space because you see more of these guys storm the castle if you will. >>Yeah. And you know one of the things that's a funny metaphor because it has many different implications. One, as we talk about security, the perimeter of the gates, the moats being on land. But now you're in the cloud, you have also different security paradigm. You have a different um, new kinds of services that are coming on board faster than ever before. Not just from the cloud players but From companies contributing into the ecosystem. So the combination of the big three making the market the main markets you, I think you call 31 markets that we know of that probably maybe more. And then you have this notion of a sub market, which means that there's like we used to call it white space back in the day, remember how many whites? Where's the white space? I mean if you're in the cloud, there's like a zillion white spaces. So talk about this sub market dynamic between markets and that are being enabled by the cloud players and how these sub markets play into it. >>Sure. So first, the first problem was what we did. We downloaded all the services for the big three clowns. Right? And you know what as recalls a database or database service like a document DB and amazon is like Cosmo dB and Azure. So first thing first is we had to like look at all three cloud providers and you? Re categorize all the services almost 500 Apples, Apples, Apples # one number two is you look at all these markets or sub markets and said, okay, how can we cluster these services into things that you know you and I can rock right. That's what amazon Azure and google think about. It is very different and the beauty of the cloud is this kind of fat long tail of services for developers. So instead of like oracle is a single database for all your needs. They're like 20 or 30 different databases from time series um analytics, databases. We're talking rocks at later today. Right. Um uh, document databases like Mongo search database like elastic. And so what happens is there's not one giant market like databases, there's a database market And 30, 40 sub markets that serve the needs developers. So the Great News is cloud has reduced the cost and create something that new for developers. Um also the good news is for a start up you can find plenty of white speeds solving a pain point, very specific to a different type of problem >>and you can sequence up to power law to this. I love the power of a metaphor, you know, used to be a very thin neck note no torso and then a long tail. But now as you're pointing out this expansion of the fat tail of services, but also there's big tam's and markets available at the top of the power law where you see coming like snowflake essentially take on the data warehousing market by basically sitting on amazon re factoring with new services and then getting a flywheel completely changing the economic unit economics completely changing the consumption model completely changing the value proposition >>literally you >>get Snowflake has created like a storm, create a hole, that mode or that castle wall against red shift. Then companies like rock set do your real time analytics is Russian right behind snowflakes saying, hey snowflake is great for data warehouse but it's not fast enough for real time analytics. Let me give you something new to your, to your parallel argument. Even the big optic snowflake have created kind of a wake behind them that created even more white space for Gaza rock set. So that's exciting for guys like me and >>you. And then also as we were talking about our last episode two or quarter two of our showcase. Um, from a VC came on, it's like the old shelf where you didn't know if a company's successful until they had to return the inventory now with cloud you if you're not successful, you know it right away. It's like there's no debate. Like, I mean you're either winning or not. This is like that's so instrumented so a company can have a good better mousetrap and win and fill the white space and then move up. >>It goes both ways. The cloud vendor, the big three amazon google and Azure for sure. They instrument their own class. They know john which ecosystem partners doing well in which ecosystems doing poorly and they hear from the customers exactly what they want. So it goes both ways they can weaponize that. And just as well as you started to weaponize that info >>and that's the big argument of do that snowflake still pays the amazon bills. They're still there. So again, repatriation comes back, That's a big conversation that's come up. What's your quick take on that? Because if you're gonna have a castle in the cloud, then you're gonna bring it back to land. I mean, what's that dynamic? Where do you see that compete? Because on one hand is innovation. The other ones maybe cost efficiency. Is that a growth indicator slow down? What's your view on the movement from and to the cloud? >>I think there's probably three forces you're finding here. One is the cost advantage in the scale advantage of cloud so that I think has been going for the past eight years, there's a repatriation movement for a certain subset of customers, I think for cost purposes makes sense. I think that's a tiny handful that believe they can actually run things better than a cloud. The third thing we're seeing around repatriation is not necessary against cloud, but you're gonna see more decentralized clouds and things pushed to the edge. Right? So you look at companies like Cloudflare Fastly or a company that we're investing in Cato networks. All ideas focus on secure access at the edge. And so I think that's not the repatriation of my own data center, which is kind of a disaggregated of cloud from one giant monolithic cloud, like AWS east or like a google region in europe to multiple smaller clouds for governance purposes, security purposes or legacy purposes. >>So I'm looking at my notes here, looking down on the screen here for this to read this because it's uh to cut and paste from your thesis on the cloud. The excellent cloud. The of the $38 billion invested this quarter. Um Ai and ml number one, um analytics. Number two, security number three. Actually, security number one. But you can see the bubbles here. So all those are data problems I need to ask you. I see data is hot data as intellectual property. How do you look at that? Because we've been reporting on this and we just started the cube conversation around workflows as intellectual property. If you have scale and your motives in the cloud. You could argue that data and the workflows around those data streams is intellectual property. It's a protocol >>I believe both are. And they just kind of go hand in hand like peanut butter and jelly. Right? So data for sure. I. P. So if you know people talk about days in the oil, the new resource. That's largely true because of powers a bunch. But the workflow to your point john is sticky because every company is a unique snowflake right? Like the process used to run the cube and your business different how we run our business. So if you can build a workflow that leverages the data, that's super sticky. So in terms of switching costs, if my work is very bespoke to your business, then I think that's competitive advantage. >>Well certainly your workflow is a lot different than the cube. You guys just a lot of billions of dollars in capital. We're talking to all the people out here jerry. Great to have you on final thought on your thesis. Where does it go from here? What's been the reaction? Uh No, you put it out there. Great love the restart. Think you're on point on this one. Where did we go from here? >>We have to follow pieces um in the near term one around, you know, deep diver on open source. So look out for that pretty soon and how that's been a powerful strategy a second. Is this kind of just aggregation of the cloud be a Blockchain and you know, decentralized apps, be edge applications. So that's in the near term two more pieces of, of deep dive we're doing. And then the goal here is to update this on a quarterly and annual basis. So we're getting submissions from founders that wanted to say, hey, you missed us or he screwed up here. We got the big cloud vendors saying, Hey jerry, we just lost his new things. So our goal here is to update this every single year and then probably do look back saying, okay, uh, where were we wrong? We're right. And then let's say the castle clouds 2022. We'll see the difference were the more unicorns were there more services were the IPO's happening. So look for some short term work from us on analytics, like around open source and clouds. And then next year we hope that all of this forward saying, Hey, you have two year, what's happening? What's changing? >>Great stuff and, and congratulations on the southern news. You guys put another half a billion dollars into early, early stage, which is your roots. Are you still doing a lot of great investments in a lot of unicorns. Congratulations that. Great luck on the team. Thanks for coming on and congratulations you nailed this one. I think I'm gonna look back and say that this is a pretty seminal piece of work here. Thanks for sharing. >>Thanks john thanks for having us. >>Okay. Okay. This is the cube here and 81 startup showcase. We're about to get going in on all the hot companies closing out the kino lisa uh, see jerry Chen cube alumni. He was right from day one. We've been riffing on this, but he nails it here. I think Greylock is lucky to have him as a general partner. He's done great deals, but I think he's hitting the next wave big. This is, this is huge. >>I was listening to you guys talking thinking if if you had a crystal ball back in 2013, some of the things Jerry saying now his narrative now, what did he have a crystal >>ball? He did. I mean he could be a cuBA host and I could be a venture capital. We were both right. I think so. We could have been, you know, doing that together now and all serious now. He was right. I mean, we talked off camera about who's the next amazon who's going to challenge amazon and Andy Jassy was quoted many times in the queue by saying, you know, he was surprised that it took so long for people to figure out what they were doing. Okay, jerry was that VM where he had visibility into the cloud. He saw amazon right away like we did like this is a winning formula and so he was really out front on this one. >>Well in the investments that they're making in these unicorns is exciting. They have this, this lens that they're able to see the opportunities there almost before anybody else can. And finding more white space where we didn't even know there was any. >>Yeah. And what's interesting about the report I'm gonna dig into and I want to get to him while he's on camera because it's a great report, but He says it's like 500 services I think Amazon has 5000. So how you define services as an interesting thing and a lot of amazon services that they have as your doesn't have and vice versa, they do call that out. So I find the report interesting. It's gonna be a feature game in the future between clouds the big three. They're gonna say we do this, you're starting to see the formation, Google's much more developer oriented. Amazon is much more stronger in the governance area with data obviously as he pointed out, they have such experience Microsoft, not so much their developer cloud and more office, not so much on the government's side. So that that's an indicator of my, my opinion of kind of where they rank. So including the number one is still amazon web services as your long second place, way behind google, right behind Azure. So we'll see how the horses come in, >>right. And it's also kind of speaks to the hybrid world in which we're living the hybrid multi cloud world in which many companies are living as companies to not just survive in the last year and a half, but to thrive and really have to become data companies and leverage that data as a competitive advantage to be able to unlock the value of it. And a lot of these startups that we talked to in the showcase are talking about how they're helping organizations unlock that data value. As jerry said, it is the new oil, it's the new gold. Not unless you can unlock that value faster than your competition. >>Yeah, well, I'm just super excited. We got a great day ahead of us with with all the cots startups. And then at the end day, Volonte is gonna interview, hello, fresh practitioners, We're gonna close it out every episode now, we're going to do with the closing practitioner. We try to get jpmorgan chase data measures. The hottest area right now in the enterprise data is new competitive advantage. We know that data workflows are now intellectual property. You're starting to see data really factoring into these applications now as a key aspect of the competitive advantage and the value creation. So companies that are smart are investing heavily in that and the ones that are kind of slow on the uptake are lagging the market and just trying to figure it out. So you start to see that transition and you're starting to see people fall away now from the fact that they're not gonna make it right, You're starting to, you know, you can look at look at any happens saying how much ai is really in there. Real ai what's their data strategy and you almost squint through that and go, okay, that's gonna be losing application. >>Well the winners are making it a board level conversation >>And security isn't built in. Great to have you on this morning kicking it off. Thanks John Okay, we're going to go into the next set of the program at 10:00 we're going to move into the breakouts. Check out the companies is three tracks in there. We have an awesome track on devops pure devops. We've got the data and analytics and we got the cloud management and just to run down real quick check out the sis dig harness. Io system is doing great, securing devops harness. IO modern software delivery platform, White Source. They're preventing and remediating the rest of the internet for them for the company's that's a really interesting and lumbago, effortless acres land and monitoring functions, server list super hot. And of course hacker one is always great doing a lot of great missions and and bounties you see those success continue to send i O there in Palo alto changing the game on data engineering and data pipe lining. Okay. Data driven another new platform, horizontally scalable and of course thought spot ai driven kind of a search paradigm and of course rock set jerry Chen's companies here and press are all doing great in the analytics and then the cloud management cost side 80 operations day to operate. Ops ramps and ops multi cloud are all there and sunny, all all going to present. So check them out. This is the Cubes Adria's startup showcase episode three.

Published Date : Sep 23 2021

SUMMARY :

the hottest companies and devops data analytics and cloud management lisa martin and David want are here to kick the golf PGA championship with the cube Now we got the hybrid model, This is the new normal. We did the show with AWS storage day where the Ceo and their top people cloud management, devops data, nelson security. We've talked to like you said, there's, there's C suite, Dave so the format of this event, you're going to have a fireside chat Well at the highest level john I've always said we're entering that sort of third great wave of cloud. you know, it's a passionate topic of mine. for the folks watching check out David Landes, Breaking analysis every week, highlighting the cutting edge trends So I gotta ask you, the reinvent is on, everyone wants to know that's happening right. I've got my to do list on my desk and I do need to get my Uh, and castles in the cloud where competitive advantages can be built in the cloud. you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. in the cloud with the cloud scale devops personas, whatever persona you want to talk about but And the interesting to put to use, maybe they're a little bit apprehensive about something brand new and they hear about the cloud, One of the things you're gonna hear today, we're talking about speed traditionally going You hear iterate really quickly to meet those needs in, the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation I'm actually really looking forward to hearing from Emily. we really appreciate you coming on really, this is about to talk around deVOPS next Thank you for having me. Um, you know, that little secret radical idea, something completely different. that has actually been around since the sixties, which is wild to me um, dusted off all my books from college in the 80s and the sea estimates it And the thing is personas are immutable in my opinion. And I've been discussing with many of these companies around the roles and we're hearing from them directly and they're finding sure that developers have all the tools they need to be productive and honestly happy. And I think he points to the snowflakes of the world. and processes to accelerate their delivery and that is the competitive advantage. Let's now go to your lightning keynote talk. I figure all the things you have to call lawyers for should just live together. David lot is getting ready for the fireside chat ending keynote with the practitioner. The revolution of devops and the creative element was a really nice surprise there. All the cube interviews we do is that you're seeing the leaders, the SVP's of engineering It's really the driver of how we should be looking at this. off the charts in a lot of young people come from discord servers. the folks that have been doing this for since the 60s and the new folks now to really look lens and I think she's a great setup on that lightning top of the 15 companies we got because you ensuring that the security is baked in shifting happening between the groups is interesting because you have this new devops persona has been One of the things you mentioned, there's competitive advantage and these startups are He nailed the idea that this is going to happen. It is exciting that the scale is there, the appetite is there the appetite to challenge and Ai are driving all the change and that's to me is what these new companies represent Thanks for coming on. So smart people seem to gravitate to us. Well, one of the benefits of doing the Cube for 11 years, Jerry's we have videotape of many, Remember the conversation we had eight years ago when amazon re event So the combination of the big three making the market the main markets you, of the cloud is this kind of fat long tail of services for developers. I love the power of a metaphor, Even the big optic snowflake have created kind of a wake behind them that created even more Um, from a VC came on, it's like the old shelf where you didn't know if a company's successful And just as well as you started to weaponize that info and that's the big argument of do that snowflake still pays the amazon bills. One is the cost advantage in the So I'm looking at my notes here, looking down on the screen here for this to read this because it's uh to cut and paste But the workflow to your point Great to have you on final thought on your thesis. We got the big cloud vendors saying, Hey jerry, we just lost his new things. Great luck on the team. I think Greylock is lucky to have him as a general partner. into the cloud. Well in the investments that they're making in these unicorns is exciting. Amazon is much more stronger in the governance area with data And it's also kind of speaks to the hybrid world in which we're living the hybrid multi So companies that are smart are investing heavily in that and the ones that are kind of slow We've got the data and analytics and we got the cloud management and just to run down real quick

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AWS Startup Showcase Introduction and Interview with Jeff Barr


 

>>Hello and welcome today's cube presentation of eight of us startup showcase. I'm john for your host highlighting the hottest companies and devops data analytics and cloud management lisa martin and David want are here to kick it off. We've got a great program for you again. This is our, our new community event model where we're doing every quarter, we have every new episode, this is quarter three this year or episode three, season one of the hottest cloud startups and we're gonna be featured. Then we're gonna do a keynote package and then 15 countries will present their story, Go check them out and then have a closing keynote with a practitioner and we've got some great lineups, lisa Dave, great to see you. Thanks for joining me. Hey >>guys, great to be here. >>So David got to ask you, you know, back in events last night we're at the 14 it's event where they had the golf PGA championship with the cube Now we got the hybrid model, This is the new normal. We're in, we got these great companies were showcasing them. What's your take? >>Well, you're right. I mean, I think there's a combination of things. We're seeing some live shows. We saw what we did with at mobile world Congress. We did the show with AWS storage day where it was, we were at the spheres, there was no, there was a live audience, but they weren't there physically. It was just virtual and yeah, so, and I just got pained about reinvent. Hey Dave, you gotta make your flights. So I'm making my flights >>were gonna be at the amazon web services, public sector summit next week. At least a lot, a lot of cloud convergence going on here. We got many companies being featured here that we spoke with the Ceo and their top people cloud management, devops data, nelson security. Really cutting edge companies, >>yes, cutting edge companies who are all focused on acceleration. We've talked about the acceleration of digital transformation the last 18 months and we've seen a tremendous amount of acceleration in innovation with what these startups are doing. We've talked to like you said, there's, there's C suite, we've also talked to their customers about how they are innovating so quickly with this hybrid environment, this remote work and we've talked a lot about security in the last week or so. You mentioned that we were at Fortinet cybersecurity skills gap. What some of these companies are doing with automation for example, to help shorten that gap, which is a big opportunity for the >>job market. Great stuff. Dave so the format of this event, you're going to have a fireside chat with the practitioner, we'd like to end these programs with a great experienced practitioner cutting edge in data february. The beginning lisa are gonna be kicking off with of course Jeff bar to give us the update on what's going on AWS and then a special presentation from Emily Freeman who is the author of devops for dummies, she's introducing new content. The revolution in devops devops two point oh and of course jerry Chen from Greylock cube alumni is going to come on and talk about his new thesis castles in the cloud creating moats at cloud scale. We've got a great lineup of people and so the front ends can be great. Dave give us a little preview of what people can expect at the end of the fireside chat. >>Well at the highest level john I've always said we're entering that sort of third great wave of cloud. First wave was experimentation. The second big wave was migration. The third wave of integration, Deep business integration and what you're going to hear from Hello Fresh today is how they like many companies that started early last decade. They started with an on prem Hadoop system and then of course we all know what happened is S three essentially took the knees out from, from the on prem Hadoop market lowered costs, brought things into the cloud and what Hello Fresh is doing is they're transforming from that legacy Hadoop system into its running on AWS but into a data mess, you know, it's a passionate topic of mine. Hello Fresh was scaling they realized that they couldn't keep up so they had to rethink their entire data architecture and they built it around data mesh Clements key and christoph Soewandi gonna explain how they actually did that are on a journey or decentralized data measure >>it and your posts have been awesome on data measure. We get a lot of traction. Certainly you're breaking analysis for the folks watching check out David Landes, Breaking analysis every week, highlighting the cutting edge trends in tech Dave. We're gonna see you later, lisa and I are gonna be here in the morning talking about with Emily. We got Jeff Barr teed up. Dave. Thanks for coming on. Looking forward to fireside chat lisa. We'll see you when Emily comes back on. But we're gonna go to Jeff bar right now for Dave and I are gonna interview Jeff. Mm >>Hey Jeff, >>here he is. Hey, how are you? How's it >>going really well. >>So I gotta ask you, the reinvent is on, everyone wants to know that's happening right. We're good with Reinvent. >>Reinvent is happening. I've got my hotel and actually listening today, if I just remembered, I still need to actually book my flights. I've got my to do list on my desk and I do need to get my flights. Uh, really looking forward to it. >>I can't wait to see the all the announcements and blog posts. We're gonna, we're gonna hear from jerry Chen later. I love the after on our next event. Get your reaction to this castle and castles in the cloud where competitive advantages can be built in the cloud. We're seeing examples of that. But first I gotta ask you give us an update of what's going on. The ap and ecosystem has been an incredible uh, celebration these past couple weeks, >>so, so a lot of different things happening and the interesting thing to me is that as part of my job, I often think that I'm effectively living in the future because I get to see all this really cool stuff that we're building just a little bit before our customers get to, and so I'm always thinking okay, here I am now, and what's the world going to be like in a couple of weeks to a month or two when these launches? I'm working on actually get out the door and that, that's always really, really fun, just kind of getting that, that little edge into where we're going, but this year was a little interesting because we had to really significant birthdays, we had the 15 year anniversary of both EC two and S three and we're so focused on innovating and moving forward, that it's actually pretty rare for us at Aws to look back and say, wow, we've actually done all these amazing things in in the last 15 years, >>you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, well, a place for startup is a W. S and now the great thing about the startup showcases, we're seeing the startups that are very near, or some of them have even reached escape velocity, so they're not, they're not tiny little companies anymore, they're in their transforming their respective industries, >>they really are and I think that as they start ups grow, they really start to lean into the power of the cloud. They as they start to think, okay, we've we've got our basic infrastructure in place, we've got, we were serving data, we're serving up a few customers, everything is actually working pretty well for us. We've got our fundamental model proven out now, we can invest in publicity and marketing and scaling and but they don't have to think about what's happening behind the scenes. They just if they've got their auto scaling or if they're survivalists, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. They can focus on the fun part of their business which is actually listening to customers and building up an awesome business >>Jeff as you guys are putting together all the big pre reinvented, knows a lot of stuff that goes on prior as well and they say all the big good stuff to reinvent. But you start to see some themes emerged this year. One of them is modernization of applications, the speed of application development in the cloud with the cloud scale devops personas, whatever persona you want to talk about but basically speed the speed of of the app developers where other departments have been slowing things down, I won't say name names, but security group and I t I mean I shouldn't have said that but only kidding but no but seriously people want in minutes and seconds now not days or weeks. You know whether it's policy. What are some of the trends that you're seeing around this this year as we get into some of the new stuff coming out >>So Dave customers really do want speed and for we've actually encapsulate this for a long time in amazon in what we call the bias for action leadership principle where we just need to jump in and move forward and and make things happen. A lot of customers look at that and they say yes this is great. We need to have the same bias fraction. Some do. Some are still trying to figure out exactly how to put it into play. And they absolutely for sure need to pay attention to security. They need to respect the past and make sure that whatever they're doing is in line with I. T. But they do want to move forward. And the interesting thing that I see time and time again is it's not simply about let's adopt a new technology. It's how do we how do we keep our workforce engaged? How do we make sure that they've got the right training? How do we bring our our I. T. Team along for this. Hopefully new and fun and exciting journey where they get to learn some interesting new technologies they've got all this very much accumulated business knowledge they still want to put to use, maybe they're a little bit apprehensive about something brand new and they hear about the cloud, but there by and large, they really want to move forward. They just need a little bit of help to make it happen real >>good guys. One of the things you're gonna hear today, we're talking about speed traditionally going fast. Oftentimes you meant you have to sacrifice some things on quality and what you're going to hear from some of the startups today is how they're addressing that to automation and modern devoPS technologies and sort of rethinking that whole application development approach. That's something I'm really excited to see organization is beginning to adopt so they don't have to make that tradeoff anymore. >>Yeah, I would never want to see someone sacrifice quality, but I do think that iterating very quickly and using the best of devoPS principles to be able to iterate incredibly quickly and get that first launch out there and then listen with both ears just as much as you can, Everything. You hear iterate really quickly to meet those needs in, in hours and days, not months, quarters or years. >>Great stuff. Chef and a lot of the companies were featuring here in the startup showcase represent that new kind of thinking, um, systems thinking as well as you know, the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation and uh, we're excited to have Emily Freeman who's going to come on and give a little preview for her new talk on this revolution. So Jeff, thank you for coming on, appreciate you sharing the update here on the cube. Happy >>to be. I'm actually really looking forward to hearing from Emily. >>Yeah, it's great. Great. Looking forward to the talk.

Published Date : Sep 23 2021

SUMMARY :

We've got a great program for you again. So David got to ask you, you know, back in events last night we're at the 14 it's event where they had the golf PGA We did the show with AWS storage day where We got many companies being featured here that we spoke with We've talked to like you said, there's, there's C suite, and of course jerry Chen from Greylock cube alumni is going to come on and talk about his new thesis Well at the highest level john I've always said we're entering that sort of third great wave of cloud. Looking forward to fireside chat lisa. How's it We're good with Reinvent. I've got my to do list on my desk and I do need to get my I love the after on our next event. you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. in the cloud with the cloud scale devops personas, whatever persona you want to talk about but They just need a little bit of help to make it happen One of the things you're gonna hear today, we're talking about speed traditionally going fast. You hear iterate really quickly to meet those needs the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation I'm actually really looking forward to hearing from Emily. Looking forward to the talk.

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Sudheesh Nair, ThoughtSpot | CUBE Conversation


 

>>mhm >>Hello welcome to this cube conversation here in Palo alto California and john for with the cube we had a great conversation around the rise of the cloud and the massive opportunities and challenges around analytics data ai suggestion. Air ceo of thought spot is here with me for conversation. Great to see you. Welcome back to the cube. How are you? >>Well john it is so good to be back. I wish that we could do one of those massive set up that you have and do this face to face but zoom is not bad. >>You guys are doing very well. We have been covering you guys been covering the progress um great technology enabled business. You're on the wave of this cloud analytics you're seeing, we've seen massive changes and structural changes for the better. It's a tailwind for anyone in the cloud data business. And you also on the backdrop of all that the Covid and now the covid is looking at coming out of covid with growth strategies. People are building modern or modernizing their infrastructure and data is not just a department, it's everywhere. You guys are in the middle of this. Take us through what's the update on thought spot. What are you guys doing? What do you see the market right now? Honestly, delta variants coming coming strong but we think will be out of this soon. Where where are >>we look I think it all starts with the users like you said the consumers are demanding more and more from the business they are interacting with. You're no longer happy with being served like uh I'm gonna put you all in a bucket and then Delaware services to you. Everyone's like look look at me, I have likes and dislikes that is probably going to be different from someone that you think are similar to me. So unless you get to know me and deliver bespoke services to me, I'm gonna go somewhere else who does that And the call that the way you do that is through the data that I'm giving to you. So the worst thing you can do is to take my data and still treat me like an average and numbers and what's happening with the cloud is that it is now possible and it wasn't okay. So I grew up in India where newspapers will always have stock market summary on like one full page full of takers and prices and the way it used to work is that you wake up in the morning you look at the newspaper, I don't know if you have had the same thing and then you call your broker is based on in place of that. Can you imagine doing that now? I mean the information is at your fingertips. Hurricane IDa either is actually going to enter in Louisiana somewhere. What good is it? Yesterday morning state on this morning state if I'm trying to make a decision on whether I should pack my stuff and move away or you know finding to from home depot supply chain manager. I shouldn't figure out what should I be doing for Louisiana in the next two days, this is all about the information that's available to you. If you plan to use it and deliver better services for your consumer cloud makes it possible. >>You know, it's interesting you mentioned that the old way things were it seems so slow, then you got the 15 minute quotes, then there's now a real time. Everything has to be real time. And clearly there's two major things happening at the same time which makes exciting the business model and the competitive advantages for leaders and business to use data is critical but also on the developer side where apps are being developed if you don't have the data access, the machine learning won't work well. So as machine learning becomes really courted driving ai this modern analytics cloud product that you guys announced brings to bear kind of two major lifts the developer app modernization as well as competitive advantage for the companies that need to deploy this. So you guys have announced this modern approach analytics cloud, so to speak. What are some of the challenges that companies are having? Because you gotta, if you hit both of those you're gonna right a lot of value. What are some of the challenges for people who want to do this modern cloud? >>I think the challenge is basically all inside in the company. If you ask companies why are they failing to modernize? They will point to what's inside, it's not outside the technology is there the stack is the vendors are there, It is sometimes lack of courage at the leadership level which is a huge problem. I'll give an example. Uh, we have recently announced what we call thoughts part everywhere, which is our way of looking at how to modernize and bring the data inside that you're looking forward to where you are because Lord knows we all have enough apps on our Octa or a single sign on. The last thing you need is one more how no matter how good it is, they don't want to log into yet under their tool, whether it's thought spot or not. But the insights that you are talking about needs to be there when you need. And the difference is uh, the fundamental approach of data analytics was built on embedded model. You know what we are proposing is what we call data apps. So the difference between data apps and the typical dashboard being embedded into your analytics model is sort of like think of it. Uh newspapers telephones and the gap in between. So there is newspapers radio that is walkie talkie and telephone. They're all different and newspapers get printed and it comes to you and you read in the morning, you can talk back to it, you can drag and drop, you can change it right walkie talkies on the other hand, you know, you could have one conversation then come back to that. Whereas phone, you can have true direction conversation? They're all different if you think of embedding it is sort of like the newspaper, the information that you can't talk back. So somebody resembling something that came out monday, you're going to a board meeting on Wednesday and you look at that and make decisions. That is not enough in the new world, you just can't do that. It's not about what a lot of tools can actually answer what the real magic the real value for customers are unlocked when you ask three subsequent questions and answer them and they will come down to when you hear what you have to know. So what? Right and then what if and then the last is what next Imagine you can answer those three questions every business person every time no matter how powerful the dashboard is, they will always have the next question. What? So what? Okay the business customers are turning so what is it good, is it bad? Is it normal or the next question is like now what what do I do with it two, the ability to take all these three questions so what and what a fun. Now what? That requires true interactivity, you know, start with an intent and with an action and that is what we are actually proposing with the data apps which is only possible if you're sitting on top of a snowflake or red shift kind of really powerful and massive cloud data warehouse where the data comes and moves with agility. >>So how has this cloud data model rewritten the rules of business? Because what you're bringing up is essentially now full interactivity really getting in, getting questions that are iterating and building on context to each other. But with all this massive cloud data, people are really excited by this. How is it changing business than the rules of business? >>Yeah. So think about, I mean topical things like there is a hurricane able to enter, hit the cost of the United States. It's a moving target. No one knows exactly where it is going to be. There is only 15 models from here. 10, 10 models from Europe that's going to predict which way it's going to take every millimeter change in that map is going to have significant consequences for lives and resources and money. Right. This is true for every business. What cloud does this? Uh you have your proprietary data for example, let's say you're a bank and you have proprietary data, you're launching a new product And the propriety data was 2025 extremely valuable. But what what's not proprietary but what is available to you? Which could make that data so much more relevant if you layer them on top census data, this was a census here. The census data is updated. Do you not want that vaccination leader? We clearly know that purchasing power parity will vary based on vaccinations and county by county. But is that enough? You need to have street by street is county data enough. If you're going to open startup, Mr Starbucks? No, you probably want to know much more granular data. You wanna know traffic. Is the traffic picking up business usually an office space where people are not coming to office or is it more of a shopping mall where people are still showing all of these data is out there for you? What cloud is making it possible? Unlike the old era where you know, your data is an SFP oracle or carry later in your data center, it's available for you with a matter of clicks. What thought sport modern analytics. Cloud is a simple thing. We are the front end to bring all of this data and make sense of it. You can sit on top of any cloud data and then interact with a complete sort of freedom without compromising on security, compliance or relevance. And what happens is the analysts, the people who are responsible for bringing the data and then making sure that it is secure and delivered. They are no longer doing incremental in chart updates and dashboard updates. What they're doing is solving business problems, business people there freely interacting and making bigger decisions. That actually adds value to their consumers. This is what your customers are looking for, your users are looking for and if you're not doing it, your competitor will do that. So this is why cloud is not a choice for you. It's not an option for you. It is the only way and if you fail to take that back the other way is taking the world out of a cliff. >>Yeah, that's I love it. But I want to get this uh topic of thoughts about anywhere, but I want to just close out on this whole idea of modern cloud scale analytics. What technology under the hood do you guys see that customers should pay attention to with thought spot and in general because the scale there. So is it just machine learning? We hear data lakes, you know, you know different configurations of that. Machine learning is always thrown around like a buzzword. What new technology capability should every executive by your customer look for when it comes to really doing analytics, modern in the cloud >>analytics has to be near real time, Which means what two things speed at scale, make sure it's complex, it can deal with complexity in data structure. Data complexity is a huge problem. Now imagine doing that at scale and then delivering with performance. That means you have to rethink Look Tableau grew out of excellent worksheets that is the market leader, it is a $40 billion dollar market with the largest company having only a billion dollars in revenue. This is a massive place where the problems need to be solved differently. So the underlying technology to me are like I said, these three things, number one cannot handle the cloud scale, you will have hundreds of billions of rows of data that you brought. But when you talk about social media sentiment of customers, analysis of traffic and weather patterns, all of these publicly available valuable data. We're talking trillions of rows of data. So that is scale. Now imagine complexity. So financial sector for example, there is health care where you know some data is visible, some data is not visible, some some is public assumption not or you have to take credit data and let it on top of your marketing data. So it becomes more complex. And the last is when you answer ask a question, can you deliver with absolute confidence that you're giving the right answer With extremely high performance and to do that you have to rebuild the entire staff. You cannot take your, you know, stack that was built in 1990s and so now we can do search So search that is built for these three things with the machine learning and ai essentially helping at every step of the way so that you're not throwing all this inside directly to a human, throw it to a i engine and the ai engine curates what is relevant to you, showing it to you. And then based on your interaction with that inside, I improve my own logic so that the next interaction, the next situation is going to be significantly better. My point is you cannot take a triple a map and then try to act like this google maps. One is built presuming and zoom out and learn from you. The other one is built to give you rich information but doesn't talk back. So the staff has to be fundamentally rebuilt for the club. That's what he's doing. >>I love I love to buy direction. I love the interactivity. This topic of thought spot everywhere, which you mentioned at the beginning of this conversation, you mentioned data apps which by the way I love that concept. I want to do a drill down on that. Uh I saw data marketplace is coming somewhat working but I think it's going to get it better. I love that idea of an app um, and using as developers but you also mentioned embedded analytics. You made a comment about that. So I gotta ask you what's the difference between data apps and embedded analytics? >>Embedded analytics means that uh you know the dashboards that you love but the one that doesn't talk back to you is going to be available inside the app that you built for your other So if a supply chain app that was built by let's say accenture inside that you haven't had your dashboard without logging into tablet. Great. But what you do, what's the big deal? It is the same thing. My point is like I said every time a business user sees a chart. The questions are going to come up. The next 10 question is where the values on earth for example on Yelp imagine if you will piece about I'm hungry. I want to find a restaurant and it says go to this burrito place. It doesn't work like that. It's not good enough. The reason why yell towards is because I start with an intent. I'm hungry. Okay show me all restaurants. Okay I haven't had about it for a while. Let me see the photos. Let me read the reviews. Let me see if my friends have eaten, let me see some menu. Can I walk there? I do all of this but just what underneath it. There is a rich set of data that probably helped have their own secret source and reviews and then you have google map powering some of them. But I don't care all of that is coming together to deliver a seamless experience that satisfies my hunger. Which will be very different from if you use the same map at the same place you might go to an italian place. I go to bed right. That is the power of a data app in business people are still sitting with this. I am hungry. I gotta eat burrito. That's not how it should be in the new world. A business user should have the freedom to add exactly what the customers require looking for and solve that problem without delay. That means every application should be power and enriched with the data where you can interact and customized. That is not something that enterprise customers are actually used to and to do that you need like I said a I and search powering like the google map underneath it, but you need an app like a yelp like app, that's what we deliver. So for example, uh just last week we delivered a service now app on snowflake. You know, it just changes the game. You are thinking about customer cases. You're a large company, you have support coming from Philippines and India some places the quality is good. Some places bad dashboards are not good enough saying that okay, 17% of our customers are unhappy but we are good. That's not the world we live in. That is the tyranny of >>average, >>17% were unhappy. You got to solve for them. >>You mentioned snowflake and they had their earnings. David and I were commenting about how some of the analysts got it all wrong. And you bring up a really good point that kind of highlights the real trend. Not so much how many new customers they got. But there do what customers are doing more. Right? So, so what's happening is that you're starting to see with data apps, it does imply Softwares in there because it's it's application. So the software wrapping around data. This is interesting because people that are using the snowflakes of the world and thought spot your software and your platform, they're doing more with data. So it's not so much. I use snowflake, I use snowflake now I'm going to do more with it. That's the scale kicking. So this is an opportunity to look at that more equation. How do you talk >>with >>when you see that? Because that's the real thing is like, okay, that's I bought software as a service. But what's the more that's happening? What do you see >>that is such an important point? Even I haven't thought about it that john but you're absolutely right. That is sometimes people think of snowflake is taking care of it and no. Yeah, yes, Sarah later used to store once and zeros and they're moving it into club. That is not the point. Like I said, marketplace as an example when you are opening it up for for example, bringing the entire world's data with one click accessible to you securely. That is something you couldn't do on number two. You can have like 100 suppliers and all of a sudden you can now take a single copy of data and then make it available to all of them without actually creating multiple copies and control it differently. That's not something without cloudy, potentially could do. So things like that are fundamentally different. It is much more than like one plus one equals two. It is one plus one is 33. Like our view is that when you are re platform ng like that, you have to think from customer first. What does the customer do? The customer care that you meant from Entre into cloud or event from Teradata snowflake. No, they will care if their lives are better. Are they able to get better services are able to get it faster. That's what it is. So to me it is very simple. The destiny of an insight or data information is action, right? Imagine you're driving a car and if your car updates the gas tank every monday morning, imagine how you know, stressful your life will be for the whole week. I have to wait until next monday wanting to figure out what, whether I have enough gas or not, that's not the new world, that information is there, you need to have it real time and act on it. If you go through the Tesla you realize now that you know, I'm never worried about mileage because it is going to take me to the supercharger because it knows what I need to get to, it knows how long it is going to be, how bad the traffic is. It is synthesizing all of that to give me peace of mind. >>So this is a great >>conversation. That's a >>great question. It's a great conversation because it's really kind of brings in kind of what's happening, you see successful companies that are working with cloud scale and data like you're talking about, it's you get in there, you get the data, the data apps and all of a sudden you hit it, you hit the value equation and it's like almost like discovering oil all of a sudden you have a gusher and then people just see massive increase in value. It's not like the outcome, it's kind of there, you've got to kind of get in there and this is the scale piece and you see people having strategies to do that, they say okay we're gonna get in there, we're going to use the data to iterate but also watch the data learn where's that value, This is that more trend and and there's a successful of the developing. So I have to ask you when you, when you talk about people and culture, um that's not the way it used to be, used to be like okay I'm buying an outcome. I deployed some software mechanisms and at the end of the day there's some value there. Maybe I write it off maybe I, you know, overtime charges and some accounting thing. All changed the culture and the people in charge now are transforming the management techniques. What do you see as a successful mindset for a customer as they managed through these new paradigms and new new success formulas. >>I see a fork in leadership when it comes to courage. There are people with the spine and there are people without the spine and the ones with the spine are absolutely killing it. They are unafraid. They are not saying, look, I'm just going to stick with the incumbents that I've known for the last 20 years. Look, I used to drive a Toyota forever because I love the Toyota. And then you know after Nutanix IPO went to Lexus still Toyota because it's reliable. I don't, I'm not a huge card person. It works. But guess what? I knew they were missing Patrick and I care about the environment. I don't want to keep pushing hydrocarbons out there. It's not politics. I just don't like burning stuff into the earth atmosphere. So when Tesla came out, it's not like I love the quality I don't personally like alone mask, you know after that Thailand fiasco of cave rescue and all of that. But I can clearly see that Toyota is not going to catch up to Tesla in the next 10 years. And guess what? My loyalty is much more to doing the right thing for my family and to the world. And I switched this is what business leaders need to know. They can't simply say, well, tabloid as search to. They're not as good as thought sports. We'll just stick with them because they have done with us. That's what weak leaders do and customers suffer for that. What I see like the last two weeks ago when I was in new york. I met with them. A business leader for one of the largest banks in the world with 25,000 people reporting to him. The person walks into the room wearing shorts and t shirts uh, and was so full of energy and so full of excitement. I thought I'm going to learn from him and he was asking questions about how we do our business in bed and learning from me. I was humbled, I was flawed and I realized that's what a modern business leader looks like. Even if it is one of the largest and oldest banks in the world, that's the kind of people are making big difference and it doesn't matter how all the companies, how old their data is they have mainframes or not. I hear this excuses all the type of er, mainframes, we can't move, we have COBOL going on. And guess what? You keep talking about that and hear leaders like him are going to transform those companies And next thing you know, there are some of the most modern companies in the world. >>Well certainly they, we know that they don't have any innovation strategy or any kind of R and D or anything going on that could be caught flat footed in the companies that didn't have that going on, didn't have the spine or the, the, the vision to, to at least try the cloud before Covid when Covid hit, those companies are really either going out of business or they're hurting the people who were in the cloud really move their teams into the cloud quicker to take advantage of uh, the environment that they had to. So this became a skill issue. So, so this is a big deal. This is a big deal. And having the right skills are people skilled, it will be a, I both be running everything for them. What is your take on that? >>This is an important question. You can't just say you got to do more things or new things and not take care of all things. You know, there's only 89, 10 hours so you can work in their uh, analysts in the Atlantic species constantly if your analysts are sitting there and making incremental dashboards and reports change every day and then backlog is growing for 56 days and the users are unhappy because you're not getting answers and then you ask them to go to new things. It's just not going to be enough and you can hire your way out of it. You have to make sure that if you say that I have 20 100 x product already, I don't want 21st guess what? Sometimes to be five products, you need to probably go to 21 you got to do new things to actually take away the gunk off the old and in that context, the re skilling starts with unburdening, unburdening of menial task, unburned routine task. There is nothing more frustrating than making reports and dashboards that people don't even use And 90% of the time analysts, they're amazing experiences completely wasted when they're making incremental change to tabloid reports. I kind of believe thought spot and self service on top of cloud data takes away all of that without compromising security and then you invest the experienced people. Business experience is so critical. So don't just go and hire university students and say, okay, they'll go come and quote everything the experience that they have in knowing what the business is about and what it matters to their users, that domain experience and then uplevel them res kill them and then bring fresh energy to challenge that and then make sure there is a culture that allows that to happen. These three things. That's why I said leadership is not just about hiring event of firing another, it's about cultivating a culture and living that value by saying, look if I am wrong, call me, call me out in public because I want to show you how I deal with conflict. So this is I love this thing because when I see these large companies where they're making these massive changes so fast, it inspires you to say you know what if they can do it, anyone can do it. But then I also see if the top leadership is not aligned to that. They are just trying to retire without the stock tanking too much and let me just get through two more years. The entire company suffers. >>So that's great to chat with you got great energy, love your business, love the energy, love the focus. Um it's a new wave you're on. It's a big wave um and it's it's relevant, it's cool and relevant and it's the modern way and people have to have a spine to be successful if not for the faint of heart, but the rewards are there if you get this right. This is what I I love about this new environment. Um so I gotta ask you just to kind of close it out. How would you plug the company for the folks watching that might want to engage with you guys. What's the elevator pitch? What's the positioning? How would you describe thought spot in a bumper sticker or in a positioning statement. Take a minute to talk about that. >>Remember martin Anderson said that software is eating the world, I think it is now time to update that data is eating everything including software. If you don't have a way to turn data into bespoke action for your customers. Guess what? Your customers are gonna go somewhere where they that's happening right? You may not be in the data business but the data company is going to take your business. Thought spot is very simple. We want to be the friend tent for all cloud data when it comes to structured because that's where business value numbers is world satisfaction and dissatisfaction for reduces allying it is important to move data to action and thought Spot is the pioneer in doing that through search and I >>I really think you guys want something very powerful. Looking forward to chatting with you at the upcoming eight of a startup showcase. I think data is a developer mindset. It's an app, it's part of everything. It will. Everyone's a data company, everyone is a media company. Data is everything you guys are on something really big and people got a program it with it, make experiences whether it's simple scripts, point and click. That is a new kind of developer out there. You guys are tapping into it. Great stuff. Thank >>you for coming on. Thank you john it's good to talk to you. >>Okay. It's a cube conversation here in Palo alto California were remote. We're virtual. That's the cube virtual. I'm sean for your host. Thanks for watching. Mhm. Mhm

Published Date : Sep 7 2021

SUMMARY :

around the rise of the cloud and the massive opportunities and challenges around analytics data you have and do this face to face but zoom is not bad. that the Covid and now the covid is looking at coming out of covid with growth strategies. So the worst thing you can do is to take my data and still treat me like an average and numbers but also on the developer side where apps are being developed if you don't have the data access, sort of like the newspaper, the information that you can't talk back. How is it changing business than the rules of business? It is the only way and if you fail to take that you guys see that customers should pay attention to with thought spot and in general because the I improve my own logic so that the next interaction, the next situation is going to be significantly better. which you mentioned at the beginning of this conversation, you mentioned data apps which by the but the one that doesn't talk back to you is going to be available inside the app that you built for You got to solve for them. And you bring up a really good point that kind of highlights the real trend. What do you see and all of a sudden you can now take a single copy of data and then make it available to all of them That's a So I have to ask you when you, when you talk about people and culture, um that's not the way it used to be, leaders like him are going to transform those companies And next thing you know, in the cloud really move their teams into the cloud quicker to take advantage It's just not going to be enough and you can hire your way out of it. So that's great to chat with you got great energy, love your business, love the energy, You may not be in the data business but the data company is going to take your business. Looking forward to chatting with you at the upcoming eight of a startup showcase. Thank you john it's good to talk to you. That's the cube virtual.

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Jyoti Bansal, Harness | CUBE Conversation


 

>>mhm >>Welcome to this cube conversation here in Palo alto California. I'm john Kerry host of the cube. We've got a great awesome conversation with the Ceo and co founder of harness a hot startup jodi Benson who is the co founder and Ceo but also the co founder of unusual ventures which is a really awesome venture capital firm, doing some great work investment but also they have great content over there for entrepreneurs and for people in the community And of course he's also the founder of big labs, his playground. If you're building out new applications also well known for being the founder of Ap dynamics of super successful billion dollar exit as a startup, Salto, Cisco now doing a lot of things and driving harness, solving big problems. So joe t mouthful intro there, you've done a lot. Congratulations on your an amazing entrepreneur career and now your next uh next next opportunities harness among other things. So congratulations. Thank you for coming. >>Thank you john and glad to be here. >>You guys are solving a big problem in software delivery. Obviously software changing the world. You're seeing open source projects increasing in order of magnitude enterprises jumping on open source in general adoption, large scale with cloud software is being delivered faster than ever before and with cloud scale and now edge this huge challenges around how software deployed, managed maintained. You got, we're talking about space to how do you do break fix in space, all these things are happening at a massive scale across the world. You are solving a big problem. So take a minute to explain what harnesses doing, why you guys exist, why you jumping in into this venture. >>Sure. Yeah. You know what harness mission is to simplify supper delivery and make it uh top notch for everyone. Like if you look at like you know the likes of google and facebook and netflix and amazon these companies are mastered the process of software delivery like and your engineers write code and the code is shipped to the end users and they can do it like multiple times a day at their scale and you know at the complexity that they have but most other business in the world they all want to be software companies but it's extremely, extremely hard for them to get there and I saw this firsthand when I was at epidemics as you know as Ceo last there we're about 12 1300 employees in the company and we had about about 3 50 or so engineers in the company For every 10 or 12 engineers, we had one person whose job was to write automation and scripting and tooling for trying to ships off you know uh you know all kind of scripting kind of stuff. We'll write scripts and chef and puppet and sensible and to deploy in aws and whatnot. And you know one day we're doing the math were like you know we have you know about overall about 30 people whose job was to do devops engineering by writing automation etc to deploy somewhere and I would do the math like you know, one engineer cost is 200 k loaded cost at six million a year that you're spending six million a year just writing deployment, scripting, you know, and even with that we were nowhere close to world class like world class is in like what you would think you could ship every day, we chip on demand, you could, you know, you could deploy software, ship software all of that right? And that was the, you know, I looked at that as a problem inside of dynamics and all they have done with customers, I would talk to like large banks, insurance companies and retailers and telcos and I would hear the same challenge like you know, we hear about devops, we go to the all these devops conferences and events and we see the same 10 companies, you know presenting how the home grew some kind of a devops system for software delivery etc. And you know, I mean that was like, you know, we just, we cannot survive with this like and as the world we need to have uh the right kind of platforms for software delivery and simplify this so that everyone could become as good as a google netflix amazon etcetera that stand of our mission at harness that can we take every business in the world, you know and in a few weeks or a few months, can we get them as sophisticated and good in terms of their dueling for software delivery as a google facebook amazon, those kind of companies would be and that's, that's what we're doing. So >>It's a great ambition and by the way it's a bold move and it's needed. I'll tell you, it's interesting. You mentioned some of those commentary about shipping code at that speed Facebook Google. They had that they had they were forced to do that and again they have all that benefit the mainstream enterprise doesn't. But if you even go back 20 years ago, 15 years ago, that's when Amazon was born. You see two and S three is celebrating their 15th birthday. Software. Yeah, hyper scale has had some good moves there. But the average business went from craft, you know, waterfall QA department go back a little bit slower. I won't say slow motion but manageable now with the speed of shipping and the speed of the scale, that's a huge issue. What kind of pressure do you see that putting on the developer, the individual, not just the system because you got the system of development and the devil and the developers themselves. >>I think the developers have have done quite well to this. I feel like, you know, if you look at the software development part of itself, you know the agile development has been happening for quite some time. So developers have learned how to ship things fast and like in a week sprint or a two week sprint or in in kind of faster cycles. They have moved off from the waterfall kind of models like many years ago now. So that's the suffering development side of things then you have the infrastructure side of things which is the like any province in infrastructure fast. Can you get hardware fast? That's the, you know, the cloud has done that well where the challenges the process, the developers are writing code fast enough these days and you have the, you know, the infrastructure itself could be prov isn't and maintained and and and change fast enough but how do you bring it all together and there is the entire process around it. That's not moving fast enough. So that's where the bottom language. So I feel the, you know, and the process is not good. The developer experience becomes really bad bad because developers are waiting for the process to go and you know, they write some code and the code is sitting on the shelf and they are waiting for things. >>Uh they get all pissed off and mad. What's the holdup? Why what's the process? And then security shifting left, wait a minute to go back and rewrite code. This is huge. I want to just get back and just nail it quickly if you don't mind honing in on the value proposition. What is the harness value proposition? What is the pitch, what are you, what are you offering? What are you solving? Can you nail in on that real quick? >>Sure. So what harness is swallowing is simplifying that software delivery by plane, so developer writes code and that code goes goes through a bunch of steps so a bunch of steps which is uh you know you build the code then you you know test the code, you know, then you do integration tests, then you you know go through your security checks, then you go through a compliance checks, then you go through more dusting, then you're deploying a staging environment, then you go one to do a bunch of things on it. Then you start deploying in production environment but in production you will deploy on like a small part of production, verify everything is working well, it's not working well, you'll roll it back, it's working well then you deploy two more things. This entire process could take like weeks for people to do and this is mostly automated, you know in kind of uh uh you know this kind of random scripts here and there etcetera. So we simplify the entire process that you could describe your process in the language, I just described like you know in a very descriptive declarative kind of way like this is the process I want to achieve and hardness will automatically create your pipelines for this. This kind of process and most of these pipelines have a lot of heavy use of intelligence and um L two, it could go from one step to another, like, so many times, like when you say, you know, deploy the guard and and and 1% of my production environment and see everything is working well and if everything is working well, go to the next 10%. But how do you figure out if everything is working well and that's where the intelligence and um El comes in like, you know, what we learn, what is a normal behavior of your application, how does a normal part of the code works like, you know, there, what's the performance behavior, what is a functional behavior? What errors it is? And if everything is good then you go to the next step so that entire cycle harness automatically, uh you know, uh managers and its automated, you know, if you get governance, you get like, you know, high degree of automation, you get a high degree of, you know, security, you get high degree of like, you know, uh uh you know, quality around him. And so it's it's think of like the, the Ci cd has a lot of developers know and know this process is is ci cd on steroids available to you, Right? So you >>sound like you're making it easier on the Ci cd pipeline process, standing it up, detecting it, prototyping it, if you will, for lack of a better description, get get used to the pipeline and then move it out, roll it out and build your own in a way >>that, is that what is that what you're doing? It's like, you know, a lot of these complex ci city pipelines, what people need, you know, it can take them like three months, six months to to put it uh you know, put it together the harness, it's like an hour, an hour, you could put it together, you know, very, very sophisticated uh Ci cd pipeline and the pipeline is, you know, automated is is, you know, it's it's intelligent around like, you know, what is the normal behavior of your of your applications? Uh It's it's just so phenomenally different than how people have done ci cd before that we simplify the process. Automate the process, you know, and make it manageable and very ready to get involved. >>It's funny you mentioned the three weeks weeks it could take to do the csd pipeline. Of course, that doesn't factor in the what happens when you roll it out, people start complaining, playing with it, breaking it, then you gotta go back and do it again. I mean, that's real and that's a real problem, I mean, can you just going to give a taste of the scar tissue that goes on there. What's some of the what are some of the what some of the pain points that you solve? >>Yeah. So, I think the that is that really becomes the core of the pain point, like, you know, people need, like high amount of dependability, easy to change things, you know, it's we call it like the lack of intelligent automation, you know, and the and this heavy amount of developer toil that the developers have to do so much work around around making all of this work like you know it has to be simplified. So that's that's where our value product comes in like you know, it's it's you know uh you can get like a visual builder and like minutes you can build out the entire process which is your job stability at city pipeline or you could also do like a declarative Yamil interface and just like you know in a few lines just right up whatever process you would want and we would review should be shipped with all kind of integrations with every cloud environment, every monitoring system, every system, every kind of testing process, every kind of security scanning so you can just drag and drop and in minutes eur, europe and running, it just creates so much velocity in this entire process. And also this manageability that people have struggled with >>morale to I mean you can imagine the morale developers go up significantly when you start seeing that the developer productivity has always been a big thing but this intelligent automation conversations huge. Some people have it, some people don't, people say they have it, what is how can you, how can the company figure out uh if someone's really got the real deal when it comes to intelligent automation because again, automation is the is key into devops. >>Yeah, I think I I almost started like you know like if you look at the generational evolution of things like the the first generation was uh you know developer writes code and then it will give you will give it to some some mighty at men who will go and deploy the code, run some commands and do things like tradition to was writing scripts that you're right, a lot of scripts that was automation but it was kind of dumb our dimension and that's how we have, you know that that's where the industry is so actually break now even most of it, the third generation is when the automation is you don't write scripts to you know uh to automate things, you tell our system what you want to achieve and it generates automation for you, right? And that's what we call intelligent automation. Where it's all declarative and all the you don't have to maintain a lot of you know scripts etcetera because they are, you know, they can't keep up with it. You know, you have to change the process all the time and if you change the process, it doesn't work, it becomes completely, you know, uh you know, it becomes very fragile to manage it. So that's that's really where intelligent automation comes in, you know, I look at like, you know, if you can have like uh like you look at like a wrestler, you know, making cars the entire assembly line is automated, but it's, but it's if you want to change something in the assembly line, even that process is automated and it's very simple. Right? So it's and that's what gives them so much uh you know, uh you know, uh let's say control and manageability around the manufacturing process. So the software delivery, uh you know, by assembly line, which is the software software by ci cd piper and really should be a more sophisticated and more intelligent as well now. And that's that's an exhibition, >>jodi. You're also pointing out something that we cover a lot on the cube and we've been writing about is how modern software practices are changing, where this team makeup or whatever its speed is key, but also getting data. Everyone who's successful with cloud and cloud scale and now you got the edge opening up and like I said, even space is going to be programmable, Everything's programmable. And the key is to get the data from the use cases right, get something deployed, look at it, get some data and then double down and make it better. That's a modern approach, not build it and then rebuild it and tear it down and rebuild it, which you're kind of leaning into this idea of let's get some delivery going, let's structure it and then feed it more so that the developers can iterate with with, with the pipeline and this is this again, can scale, can you talk about that? Can you comment on your reaction to that? >>Yeah, definitely. That's exactly how we look at it. Like, you know, you uh you want developers to kind of like say they want to do a, you know, automated process to deploy in their communities infrastructure in matter of minutes, you should be able to get started, but now it's like, you know, there's so much data that comes into it. Like, you know that you have monitoring systems systems like ab dynamics and you're like and data dog and you're logging systems your Splunk and elastic and you know, some logic, you have your, you know, different kind of testing systems here, your security scanning, so there's so much data in it. They're like, you know, terabytes and terabytes of data from it. So when you start doing your deployments, we could also come seem all of the data and see like what was the impact of those deployments or court changes in each of these monitoring, dusting, logging gonna systems and you know, what, how the data changes and then now is that based on that we can learn like, you know, what should be your ideal process and what will break in your process and that's that's the how harness platform works. That's the core of that intelligent automation networks, they're expanding it now to bring a few more of the devops use cases into it Also like the one is cloud cost management because when you, when you, you know, uh you know when we started shipping, there's a lot of people would tell us like, you know, you're you're doing a great job helping us managing the quality, which we always were concerned about like when we're deploying things so you know, security, you know, functionality etcetera. But cloud cost is a big challenge as well. You have your paying like tens and tens of millions of dollars to the cloud providers. And when developers do things in an automated way, it could increase without cost suddenly and we don't know what to do how to manage that. So that's the, you know, we we introduced a new model called cloud cost management to as part of the develops software delivery process that every time you're shipping code and we also figure out like, you know, what with impact on on your on your podcast, you know, can we automate the, you know, uh if there is there is too much impact, can we automate the, you know, the roll back around it, you know, can you get and you can you can we stop the delivery process at that point, can we help you troubleshoot and, you know, reduce the cost down? So that's, you know, that's cost becomes another another another dimension to it. Uh you know, then we recently just added uh you know, the next level that's managing feature Flags. And a lot of the time software developers are adding feature flags to like this feature would be given to this consumer and like, you know, and this feature will be given to this consumer until you test it out through uh test kind of thing and like, you know, what is the impact of, you know, uh turning a feature on versus off, you know, we're bringing that into the same ci cd pipeline. So it's kind of an integrated approach to this uh you know, our intelligently automated biplane instead of these uh small point approaches that just very hard to manage. >>I mean the level of data involved the creature flag for instance, the great is an amazing thing because that allows you to do things that used to be extremely difficult to provision. I mean just picking the color of icon, for instance, this kind of blue, I mean I was just, you hear about this, these kinds of things happening at scale and the date is pretty accurate when it comes in. So I think that's an example of the kind of speed and agility that developers want and the question I want to ask you though on that point because this opens up the whole next conversation, you guys have a modern approach and so much traction and you've recently raised big rounds of funding as you go to the market place, your experienced entrepreneur and uh and Ceo you've seen the waves before. What's the big wave that you're on now? What's the big momentum tailwind for harness? Is it the fact that you're creating value for developers or is it the system that you're integrating into with the intelligence to make things smarter and more scalable? What's the or is it all the above? Can you just share what that that story is? >>Yeah, I think it's, it's, it's really, really both of them. But you know, what are our business case when you go to people who tell them like say, if you're you know, 200 developers. uh, you know, we can give you the world's best software delivery tooling at the cost of half to one developer. Right? So like, you know, so which is like 44, 200 person organization at like 200 to 200 to $300,000 a year. They will get the best software delivery tooling better than a Google Facebook Amazon kind of companies very, very quickly. So our, our entire value prop is built on that like a developer experience gets much better. The productivity gets much better. Developers on an average are spending like 20-30% of the time on deployment, delivery-related toil, like unnecessary stuff that we deal with. So it's only 30% more efficiency gain for the developers. Their quality of life gets better that they don't need to worry about like weekends and nights to babysit your deployments and you know, things breaking and troubleshooting things all the time. Right? So that's that's a that's a big big value. But as a business you get much more velocity your innovation velocity is much higher. You know your risk on your, you know your consumers is much lower because your quality of the of of you know how your ship becomes becomes better. So our business case of like you know at the past of like 1-2 develops engineers will get you the best develops uh you know tooling in the world possible. You know it's not a hard business case for us to make, right? That's that's what we we we look at, it becomes pretty pretty obvious for you know as people try our product, you know the business case >>you don't have to really pass the I. Q. Test to figure this one out, okay everyone's happier and you have more options to scale and make more money in new opportunities not just existing business. I mean the feature flagging these new features you can build a new value and take more territory if you're a business or whatever your objective is so clear value. Can you give an example of some recent successes you've had or or traction points that you think is worth notable that people can get their arms around. >>Yeah definitely like you know we are we're helping a lot of uh you know a lot of customers you know doing uh like completely changing their uh their uh their process of software delivery, you know, 11 recent example, uh nationwide insurance, you know, nationwide insurance, you know, moving from their data center kind of approach to public cloud and to communities and to microservices, like a major cloud native re architecture and in a very ambitious aggressive project to do it, you know, in a in a in a short period of time and harness becomes a platform for them to kind of, you know, uh to remove all the bottom leg around the process, the software delivery process. You know, they obviously they still have to do the developer side of things and they have to do the cloud infrastructure side of things, which is they're doing. But the entire process of how you bring together, you know, harness becomes accelerated around it. So a lot of these kind of stories that we when we kind of create this fundamental transformation for our for our for our customers, you know, uh you know, moving to to a public cloud, you know, moving to microservices, moving to communities, you know, re architect things, but they become much faster. Cloud native higher, you know, a true software company and you know, I would say that's that's something we we we we take a they can take a lot of pride in, I think are always our biggest challenge is uh is to is to is to evangelize and and convince the market that this is possible to do with the product, because historically people have got told like, you know, the only way you can do this kind of software delivery processes and tooling is by engineering it on your own. So everyone wants us on the path of writing their own, you know, and and it's very hard for every, every company in the world to become very good in writing your own software delivery, tooling and processes and systems, etcetera. Right? So it's uh and that's it. So, you know, there is still that that education and evangelism needs to be done, that, you know, there is uh there is no point, you're trying to do it on your own, you can get a platform that can do it all for you and you can focus on the your core business of, you know, what you want to innovate on. >>And I think the Devil's movement hasn't been pioneered and you have to hand roll everything and that's the way it was. But now, as the mainstream market picks this up, you're standing on the shoulders of those pioneers, you are one of them. It's awesome to see this modern approach because it's really playing out in real time again, you've done that before, joe t so it's impressive and, you know, you've seen the movie and developed and the earlier versions pre devops. So, so as cloud native comes and start scaling it's going to be for the rest of us. So, great, great that you're providing the platform and the tools and software. I got to ask you if you don't mind because a lot of people are looking at ways for modern approaches to organizing their teams, how would you define the modern devops movement? You look at devops one point. Oh, we got here. Okay, cloud, cloud native, cloud scale, modern applications, pipe lining. Now, we're looking at a whole another level of confluence of uh of integration and speed. How would you define the modern devops movement? >>Yeah, I think that's a that's a very good question. I think that the core of modern devops, what I would call it develops to point to me is developers self service. It was like the first generation of develops was they create this kind of a devoPS team and then the developers will give all the, you know, delivery related stuff that develops team and the devops team starts to become a bottle, like everywhere now, like in the developed steam job is to build a ci pipeline and the city pipeline and the deployment scripts and you know, do like, you know, you want to do a canary deployment, they have to figure it out how to do it, they have to do, like, you know, you are uh you know, all sort of things that the that needs to be done, you create a central develops team and you give it to them and they become like, you know, uh become a big bottleneck, we look at the modern develops or the next generation and develops has to be done around focusing on the developer experience that and making it all self service for the developers. So you have, you have, let's say you are definitely in for a micro service and it's like, you know 57 engineers, you know, modeling a micro service you want like that, they can go and say this is for our micro service, you know, in a matter of minutes or hours, they can engineer the process without having to lean on a central deVOPS team and to do all the work for them and that's you know, by by maybe a modeler or in some kind of mammal interface or something. That's very easy for them, their experience is so easy that they can manage it themselves without the central deVOPS team have to write it all or cut it all and manage it all. But at the same time the center deVOPS teams, job becomes a bar and governance that can they define the guardrails, that they can define the guardrails on like, you know, you have to have this level of security before something goes into production, you have to have this level of quality before something goes into production, you have to have like, you know, uh this, your cost could not be more than this, right? So you define, so in this instance, instead of the center develops team is doing all the work themselves on writing all the stuff they define the guard rails and it becomes a very easy cell service experience of the developers should do things within those, those guard rails. This is what the modern never actually, >>that's awesome and also accelerate more business value And you're nailing it joe t thank you for coming on and great. Uh, the Ceo on the cube ceo and co founder harness harness dot IO. You guys got free trials, free downloads. You got a great, uh, by as you go model also. Um, you're an entrepreneur at heart. Uh, co founder of unusual ventures, Big Labs appdynamics. Now harness. Congratulations. Thanks for coming on. >>Hey, thank you john. >>Okay, this is a cube conversation. I'm john for here in Palo alto California with the cube. Thanks for watching.

Published Date : Sep 7 2021

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Thank you for coming. why you guys exist, why you jumping in into this venture. And you know, I mean that was like, you know, we just, we cannot survive with this like and as the world we need to the individual, not just the system because you got the system of development and the process to go and you know, they write some code and the code is sitting on the shelf and they are waiting for things. I want to just get back and just nail it quickly if you don't mind honing in on the value proposition. uh you know, uh managers and its automated, you know, if you get governance, what people need, you know, it can take them like three months, six months to to put it uh you know, that doesn't factor in the what happens when you roll it out, people start complaining, So that's that's where our value product comes in like you know, it's it's you morale to I mean you can imagine the morale developers go up significantly when you start seeing that uh you know, uh you know, uh let's say control and manageability around the manufacturing Everyone who's successful with cloud and cloud scale and now you got the edge opening the roll back around it, you know, can you get and you can you can we stop the delivery process at that point, of the kind of speed and agility that developers want and the question I want to ask you though uh, you know, we can give you the world's best I mean the feature flagging these new features you can build a new value and take more territory if you're a business you know, uh you know, moving to to a public cloud, you know, moving to microservices, I got to ask you if you don't mind pipeline and the deployment scripts and you know, do like, you know, you want to do a canary deployment, You got a great, uh, by as you go model I'm john for here in Palo alto California with the cube.

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(cheery music) >> Thanks, Adam. Thanks for everyone in the studio. Dave, we've got some great main stage CUBE interviews. Normally we'll sit at the desk, and do a remote, but since it's a virtual event, and a physical event, it's a hybrid event. We've got two amazing Google leaders to talk with us. I had a chance to sit down with Amol who was gone yesterday during our breaking news segment. They had the big news. We had two great guests, Amol Phadke. He's our first interview. He's the head of Google's telecom industry. Again, he came in, broke into our segment yesterday with breaking news. Obviously released with Ericsson, and the O-RAN Alliance. I had a great chance to chat with him. A wide ranging conversation for 13 minutes. Enjoy my interview with Amol, right now. (cheery music) Well welcome to the CUBE's coverage for Mobile World Congress, 2021. I'm John Furrier, your host of the CUBE. We're here in person as well as remote. It's a hybrid event. We're on the ground at Mobile World Congress, bringing all the action here. We're remote with Amol Phadke, who's the Managing Director of the Telecom Industry Solutions team at Google Cloud, a big leader, and driving a lot of the change. Amol, thank you for coming on theCUBE here in the hybrid event from Mobile World Congress. >> Thank you, John. Thank you, John. Thank you for having me, So, hybrid event, which means it's in person, we're on the floor, as well as doing remote interviews and people are virtual. This is the new normal. Kind of highlights where we are in this telecom world, because the last time, Mobile World Congress actually had a physical event was winter of 2019. A ton has changed in the industry. Look at the momentum at the Edge. Hybrid cloud is now standard. Multi-cloud is being set up as we speak. This is all now the new normal, what is your take? And so it's pretty active in your industry. Tell us your opinion. >> Yes, John I mean the last two years have been seismic to say the least, right? I mean, in terms of the change that the CSP industries had had to do. You know, John, in the last two years, the importance of a CSP infrastructure has never become so important, right? The infrastructure is paramount. I'm talking to you remotely over the CSP infrastructure right now, and everything that we are doing in the last two years, whether it's working, or studying, or entertaining ourselves, all on that CSP infrastructure. So from that perspective, they are really becoming a critical national global information fabric on which the society is actually depending on. And that we see at Google as well, in the sense that we have seen up to 60% increase in demand, John, in the last two years, for that infrastructure. And then when we look at the industry itself, unfortunately all of that huge demand is not translating into revenue, because as an industry, the revenue is still flat-lining. In fact, the forecasted revenue for globally, for all the industry over the next 12 months is three to five per cent negative on revenue, right? So one starts to think, how come there is so much demand over the last two years, post-pandemic, and that's not translating to revenue? Having said that, the other thing that's happening is this demand is driving significant CapEx and OPEX investments in the infrastructure, as much as eight to $900 billion over the next decade is going to get spent in this infrastructure, from our perspective, Which means it's really a perfect storm. John, We have massive demand, massive need to invest to meet that demand, yet not translating to revenue, and the crux of all this is customer experience, because ultimately all of that translates into not having that kind of radically disruptive or transformational customer experience, right? So that's a backdrop that we find ourselves in the industry, and that really sets the stage for us to look at these challenges in terms of how does the CSP industry as a whole, grow top line, radically transform CSPCO, at the same time, reinventing the customer experience and finding those capital efficiencies. It's almost an impossible problem to find solution. >> It's a perfect storm. The waves are kind of coming together to form one big wave. You mentioned CapEx and OPEX. That's obviously changing the investments of their post-pandemic growth, and change in user behavior and expectations. The modern applications are being built on top of the infrastructure, that's changing. All of this is being driven by Cloud Native, and that's clear. You're seeing a lot more open kind of approaches, IT and OT coming together, whatever you want to do, this is just, it's a collision, right? It's a collision of many things. And this positive innovation coming out of it. So I have to ask you, what are you seeing as a solution that are showing the most promise for these telco industry leaders, because they're digitally transforming, so they got to re-factor their platforms while enabling innovation, which is a key growth for the revenue. >> Yes. So John, from a solution standpoint, what we actually did first and foremost as Google Cloud, was look at ourselves. So just like the transformation we just talked about in the CSP industry, we are seeing Google being transformed over the last two decades or so, right. And it's important to understand that there's a lot Google data over the last two decades that we can actually not externalize all of that innovation, all of that open source, all of that multicloud, was originally built for all the Google applications that all of us use daily, whether it's YouTube, or email or maps, you know. Same infrastructure, same open source, same multicloud. And we decided to sort of use the same paradigm to build the telecom solutions that I'm going to talk about next, right. So that's important to bear in mind, that those assets were there, and we wanted to externalize those assets, right. There are really four big solutions that are resonating really well with our CSP partners, John. You know, number one to your point, is how can they monetize the Edge? All of this happens at the Edge. All of this gets converged at the Edge. We believe with 5G acting as the brilliant catalyst to really drive this Edge deployment. CSPs would be in a very strong position, partnering with Cloud players like ourselves to drive growth, not just for their top line, but also to add value to the actual end enterprises that are seeking to use that Edge. Let me give you a couple of examples. We've been working with industries like retail and manufacturing, to create end solutions in a post-pandemic world. Solutions like contact-less shopping, or visual inspection of an assembly line in a manufacturing plant, without the need for having a human there, because of the digitalization of workforce. Which meant these kinds of solutions, can actually work well at the Edge driven by 5G. But of course they can't be done in isolation. So what we do is we partner with CSPs. We bring our set of solutions, and we actually launch in December 30 partners that are already on our Google Cloud Solutions. And then we partner with the CSPs based on our infrastructure, and their infrastructure to ultimately bring this all to life at the end customer, which often tends to be an enterprise, whether it's a manufacturing, plant, or a retail chain. >> Yeah, you guys got some great examples there. I love that Edge story. I think it's huge. I think it's only going to get bigger. I got to ask you while I got you here, because again, you're in the industry, you're the managing director, so you have to oversee this whole telecom industry. But it's bigger, it's beyond Telecom, where it's now Telecom's just one other Edge network, piece of the pie of the surety computing, as we say. So I got to ask you, one of the big things that Google brings to the table is the developer mojo, and opensource, and scale obviously. Scale's unprecedented, everyone knows that. But ecosystems are super important, and Telco's kind of really aren't good at that, right? So, you know, the Telco ecosystem was, I mean, okay, I'd say, okay, but mostly driven by carriers and moving bits from point A to point B. But now you've got a developer mindset, public cloud, developer ecosystem. How is this changing the landscape of the CSPs and how is it changing this cloud service provider's ability to execute, because that's the key in this new world? What's your opinion? >> Absolutely, John. So, there are two things, there are two dimensions to look at. One is when we came to market a couple of years ago with AnToks, we recognized exactly what you said, John, which is the world is moving to multi-cloud, hybrid cloud. We needed to provide a common platform that the developer community can utilize through microservices and API. And that platform had to by definition, work not just from Google Cloud, but any cloud. It could work on any public cloud, can work on CSP's private cloud. And of course, supports on some Google Cloud, right? The reason was, once you deploy and cause, once as a seamless application development platform, you could put all kinds of developer apps on top. So I just talked about 5G Edge John, a minute ago, those apps can sit on Antoks, but at the same time, IT to your point, John, IT apps could also sit on the same AnToks paradigm, and network apps. So as networks start becoming Cloud Native, whether it's SRAN, whether it's O-Ran, whether it's 5G core, same principle. And that's why we believe when we partner with CSPs, we are saying, "Hey, you give this AnToks to an ecosystem of community, whether that community is network, whether that community is IT, whether the communities Edge apps, all of those can reside seamlessly on this sort of AnToks fabric, John. >> Yeah, and that's going to set the table for multicloud, which is basically cloud words for multi-vendor, multi app. Amol, I've got to ask you while I have you here, first of all, thank you for coming on and sharing your insights. It's really great industry perspective. And obviously Google Cloud's got huge scale, and great leadership. And again, you know, the big, cloud players are moving in and helping out, and enabling a lot of value. I got to ask you, if you don't mind sharing, if someone asked you, "Amol, tell me about the impact that public cloud is having on the Telco industry." What would you say? What's the answer to that? Because a lot of people are like, okay, public cloud, I get it. I know what it looks like, but now everyone's knows it's going hybrid. So everyone will ask you the question, "What is public cloud doing for the telecom sector?" >> Yeah, I think it's doing three things, John, and great question by the way. Number one, we are actually providing unprecedented amount of insights on data that the CSPs traditionally already had, but have never looked at it from the angle we have looked at it. Whether that insights are at the network layer, whether those insights are to personalize customer experiences on the front-end systems. Or whether those insights are to drive care solutions in contact centers, and so on, and so forth. So it's a massive uplift of customer experience that we can help with, right. So that's a very important point, because we do have a significant amount of leadership, John at Google Cloud on analytics and data and insights, right? So, and we offer those roads to these people. Number two, is really what I talked about, which is helping them build an ecosystem, because let's take retail as an example. As a minimum, there are five constituents in that ecosystem, John. There is a CSP, there is Google Cloud, there's an actual retail store. There is a hardware supplier, there's a software developer. All of them as a minimum, have to work together to build that ecosystem, which is where we give those solutions, right? So that's the second part. And then the third part is, as they move towards Cloud Native, we are really helping them change their business model to become a DevOps, a Cloud Native mindset, not just a Cloud Native network or IP. But a Cloud Native mindset that creates unparalleled agility and flexibility in how they work as a business. So those are the three things I would say, as a response to that question. >> And also the retail's a great vertical for Google to go in there, given the Amazon fear out there. People want this for certainly low hanging fruit. I think the DevOps piece is going to be a big, winning opportunity to see how the developers get driven into the landscape. I think that's a huge point. Amol, that's really great insight. A final question for you, while I got you here. If someone says, "Hey, what's happened in the industry since 2019?" Last time we had Mobile World Congress, they were talking speeds and feeds. Now the world has changed. We're coming out of the pandemic. California is opening up. There's going to be a physical event. The world's going hybrid, certainly on the event, and certainly cloud. What's different in the telecom industry, from, you know, many, many months ago, over a year and a half ago, from 2019? >> I would say primarily, it's the adoption of digital everywhere, which previously, you know, there were all these inhibitions and oh, would this work? Would my customer systems become fully digital? Would I be able to offer AR VR experiences? Ah, that's a futuristic thing, you know. And suddenly the pandemic has created this acceleration that says, "Oh, even post-pandemic, half my customers are always going to talk to me, via our digital channel only." Which means the way they experience us, has to be through these new experiences whether it's AR VR, whether it's some other thing or applications. So that has been accelerated John, and the CSPs have therefore really started to go to the application, and to the services. Which is why you are seeing less on, you know, speeds and feeds because 5G is here, 5G's been deployed. Now, how do we monetize 5G? How can we leverage that biggest number? So that's the biggest- >> There's down stack, and then there's a top of the stack for applications. And certainly there's a lot of assets in the telecom landscape, a lot of value, a lot of refactoring going on, and new opportunities that are out there. Great, great conversation. Well, thank you, Amol Phadka, Managing Director, Telecom Industry Solutions. Thanks for comin' on the CUBE, appreciate it. >> Thank you, John. Thank you having me. >> Okay, Mobile World Congress here, in person, and hybrid, and remote. I'm John Furrier, host of theCUBE. Thank you for watching. We are here in person at the Cloud City Expo Community Area. Thanks for watching. Okay, that was us. That was me, online. Now, I'm here in person, as you can see Dave. That's a lot of fun. I love doing those interviews. So we had a chance to grab Google's top people when we could. They're not here, obviously. Amazon Web Services, Microsoft, and Google, the three hyperscalers, Dave, didn't make it out here. They didn't have a booth, but we had a chance to grab them. And that was head of the industry marketing, and I mean the industry group. So he's like the managing door. He runs the business side. >> It's an important sector for Google. You know, Amazon was really first, with that push into telco. Thomas Curran last March, laid out Google strategy for Telco. It's a huge sector. They know it. They understand how the cloud can disrupt it, and play a massive role there. >> Yeah. >> And Google, of course. >> They're not going to object to the public cloud narrative that Danielle Royston- >> No. >> I think they like it open source, Android coming to telco. Who knows what it's going to look like? >> That's what we call digital- >> So the next interview I did was with Shailesh Shukla. He is the Senior Vice-president. He's the Senior Leader at Google Cloud for Networking. And if you know, Google, Dave, Google's networking is really well known in the industry for being really awesome, because they power obviously Google Search, and a variety of other things. They pioneered the concept of SRE, Site Reliability Engineer, which is now a de facto position for DevOps, which is a cloud now persona inside almost every company, and certainly a very important position. And so- >> Probably the biggest global network, right? Undersea cables, and- >> I mean, Microsoft's got a big hyper-scale, because they've had MSN, and bunch of other stuff, infrastructure globally. But Amazon, Google and Microsoft all have massive scale, and Google again, very well engineered. They're total, and they're as we know, I live in Palo Alto, so I can attest that they're very strong. So this next interview is really from a networking perspective, because as infrastructure, as code gets more prolific and more penetrated, it's going to be programmable. And that's really going to be a key new enabler. So let's hear from Shailesh, Head of Networking at Google Cloud, and my interview with him. (cheery music) Welcome to theCUBE's coverage of Mobile World Congress, 2021. We are here in person in Barcelona, as well as remote. It's a hybrid event. You're going to have the physical space, in Barcelona for the first time, since 2019, and virtual worlds connecting. I've got a great guest here from Google, Shailesh Shukla, Vice-president and General Manager of the Networking Team, Google Cloud. Shailesh, it's great to see you. Thank you for coming on theCUBE for the special presentation from Mobile World Congress. Obviously, the Edge networking core, Edge human devices, all coming together. Thanks for coming on. >> Thank you so much, John. It's great to see you again. And it's always a pleasure talking to theCUBE. And I want to say hello to everybody, from, you know, in Mobile World Congress. >> Yeah, and people don't know your background. You have a great history in networking. You've been there, many ways of innovation. You've been part of directly, big companies that were now known. Big names are all there. But now we haven't had a Mobile World Congress, since 2019. Think about that. That's, you know, many months, 20 something months gone by, since the world has changed in telco. I got to ask you, what is the disruption happening? Because think about that. Since 2019, a lot's changed in telco. Cloud-scale has happened. You've got the Edge developing. It's IT like now. What's your take? Shailesh, tell us. >> Yeah, John, as you correctly pointed out the last 18 months have been very difficult. And you know, I'll acknowledge that right up front, for a number of people around the world. I empathize with that. Now in the telecom, and kind of the broader Edge world, I would say that the last 18, 24 months have actually been transformative. O-RAN, it turns out was a very interesting sort of, you know, driver of completely new ways of both living, as well as working, right, as we all have experienced. I don't think that I've had a chance to see you live in 24 months. So, what we are seeing is the following. Number one, a number of telecom carriers around the world have started the investment process for 5G, right, and deployment process. And that actually changes the game, as you know, due to latency, due to all of the capabilities around kind of incalculable bandwidth, right. Much lower latency, as well as, much higher kind of enterprise oriented capabilities, right? So network's licensing, as an example, quality of service, you know, by a traffic type, and for a given enterprise. So that's number one. Number two, I would say that the cloud is becoming a lot more kind of mainstream in the world, broader world of telecom. What we are seeing is an incredible amount of partnerships between telecom carriers and cloud providers, right? So instead of thinking of those two as separate universes, those are starting to come together. So I believe that over a period of time, you will see the notion of kind of Cloud Native capability for both the IT side of the house, as well as the network side of the house is becoming, you know, kind of mainstream, right. And then the third thing is that increasingly it's a lot more about enabling new markets, new applications, in the enterprise world, right. So certainly it opens up a new kind of revenue stream for service providers and carriers around the world. But it also does something unique, which is brings together the cloud capabilities right, around elasticity, flexibility, intelligence, and so on, with the enterprise customer base that most of the cloud providers already have. And with the combination of 5G, brings it to the telecom world. And those, you know, I started to call it, as a kind of the triad, right? The triad of an enterprise, the telecom service provider, and the cloud provider, all working together to solve real business problems. >> Yeah, and it's totally a great call out there on the pandemic. I think the pandemic has shown us, coming out of it now, that cloud-scale matters. And you look at all the successes between work, play, and how we've all kind of adjusted, the cloud technologies were a big part of that, those solutions that got us through it. Now you've got the Edge developing with 5G. And I got to ask you this question, because when we have CUBE interviews with all the leaders of engineering teams, whether it's in the industry, or customers in the enterprise, and even in the telcos, the modern application teams have end-to-end visibility into the workload. You're starting to see more and more of that. You starting to see more open source in everything, right. So okay, I buy that. You got an SRE on the team, you got some modern developers, you're shifting left, you've got Devs set up. All good, all cloud. However, you're a networking guy. You know this. Routing packets across multiple networks is difficult. So if you're going to have end-to-end visibility, you got to have end-to-end intelligence on the networking. How is that being solved? Because this is a critical discussion here at Mobile World Congress. Okay, I buy Cloud Native, I buy observability, I buy open source, but I got to have end-to-end visibility for security, and workload management and managing all the data. What's the answer on the network side? >> Yeah, so that's a great question. And the simple way to think about this, is first and foremost, you need kind of global infrastructure, right? So that's a given, and of course, you know, Google with its kind of global infrastructure, and some of the largest networks in the world, we have that present, right. So that's important. Second is, to be able to abstract a way that underlying infrastructure, and make it available to applications, to a set of APIs. Right, so I'll give an analogy here. Just as you know, say 10 years ago, around 10 years ago, Android came into the market from Google, in the following way. What it did, was that it abstracted away the underlying devices with a simple kind of layer on top of operating system, which exposed APIs northbound. So then application developers can write new applications. And that actually unleashed, you know, a ton of kind of creativity right, around the world. And that's precisely what we believe is kind of the next step, as you said, on an end-to-end observability basis, right? If you can do an abstraction away from all of the underlying kind of core infrastructure, provide the right APIs, the right kind of information around observability, around telemetric, instead of making, you know, cloud and the infrastructure, the black box. Make it open, make it kind of visible to the applications. Bring that to the applications, and let the thousand flowers bloom, right? The creativity in each vertical area is so significant, because there are independent software vendors. There are systems integrators. There are individual developers. So one of the things that we are doing right now, is utilizing open source technologies, such as Kubernetes, right? Which is something that Google actually brought into the market. And it has become kind of the de facto standard for all of the container and modernization of applications. So by leveraging those open technologies, creating this common control plane, exposing APIs, right, for everything from application development, to observability, you certainly have the ability to solve business problems through a large number of entities in the systems integrator and the ISC and the developer community. So that's the approach that we are taking, John. >> I love the Android analogy of the abstraction layer, because at that time, the iPhone was closed. It still is. And they got their own little strategy there. Android went the other way. They went open, went open abstraction. Now abstraction layers are good. And now I want to get your thoughts on this, because anyone in operating systems knows abstractions are great for innovation. How does that apply to the real world on telco? Because I get how it could add some programmability in there. I get the control plane piece. Putting it into the operator's hands, how do you guys see, and how do you guys talk about the Edge service offering? What does it mean for the telco? Because if they get this right, this is going to be in telco cloud developer play. It's going to be a telco cloud ecosystem play. It's an opportunity for a new kind of telco system. How do you see that rolling out in real world? >> Great question, John. So the way I look at it, actually even we should take a step back, right? So the confluence of 5G, the kind of cloud capabilities and the Edge is, you know, very clear to me that it's going to unleash a significant amount of innovation. We are in early stages, no question, but it's going to drive innovation. So one almost has to start by saying what exactly is Edge, right? So the way I look at it, is that the Edge can be a continuum all the way from kind of an IOT device in automobiles, right? Or an enterprise Edge, like a factory location, or a retail store, or kind of a bank branch. To the telecom Edge, which is where the service providers have, not only their points of presence, and central offices, but increasingly a very large amount of intelligent RAN sites as well, right. And then the, kind of public cloud Edge, right. Where, for example, Google has, you know, 25 plus kind of regions around the world. 144, you know, PoPS, lots of CDN locations. We have, you know, few thousand nodes deployed deep inside service provider networks for caching of content, and so on. So if you think about these as different places in the network that you can deploy, compute, storage and intelligence act, right. And do that in a smart way, right? For example, if you were to run the learning algorithms in the cloud with its flexibility and elasticity, and run the inferencing at the Edge, very Edge, at the point of sort of a sale, or a point, a very consumer standing. Now you suddenly have the ability to create a variety of Edge applications. So going back to the new question, what have we seen, right? So what we are seeing, is depending on the vertical, there are different types of Edge applications, okay. So let's take a few examples. And I'll give you some, a favorite example of mine, which is in the sports arena, right? So in baseball, when you are in a stadium, and soon there are people sort of starting to be in stadiums, right? And a pitcher is throwing the pitch, right, the trajectory of the ball, the speed of the pitch, where the batter is, you know, what the strike zone is, and all of these things, if they can be in a stadium in real time, analyzed, and presented to the consumer as additional intelligence, and additional insight, suddenly it actually creates kind of a immersive experience. Even though you may be in the stadium, looking at the real thing, you are also seeing an immersive experience. And of course at home, you get a completely different experience, right? So the idea is that in sports, in media and entertainment, the power of Edge compute, and the power of AI ML, right, can be utilized to create completely new immersive experiences. Similarly, in a factory or an automotive environment, you have the ability to use AI ML, and the power of the Edge and 5G coming together, to find where the defects are, in a manufacturing environment, right? So every vertical, what we're finding is, there are very specific applications, which you can call as kind of killer apps, right in the Edge world, that over time will become prevalent and mainstream. And they will drive the innovation. They will drive deployment, and they also will drive ultimately, kind of the economics of all of this. >> You're laying out, essentially the role of the public cloud in the telco market. I'd love to get your thoughts, because a lot of people are saying, "Oh, the cloud, it's all Edge now. It's going back to on-premises." This is not the case. I mean, I've been really vocal on this. The public cloud and cloud operations is now the new normal. So developers are there. So I want you to explain real quick, the role of the public cloud in the telecom market and the Telecom Edge, because now they're working together. You've got abstraction, you mentioned that Android-like environment coming, there's going to be an Android-like effect, that abstraction. You got O-RAN out there, creating these connection points, for interoperability, for radio signals, and the End Transceivers or the Edge of the radios. All of this is happening. How is Google powering this? What is the role of public cloud in this? >> Yeah, so let me first talk about genetically the role of public cloud. Then I'll talk about Google, okay, in particular. So, if at the end of the day, the goal here is to create applications in a very simple and efficient manner, right? So what do you like, if you look for that as the goal, then the public cloud brings, you know, three fundamental things. Number one, is what I would call as elasticity and flexibility, right? So why is this important? Because as we discussed earlier, Edge is not one place, it's a variety of kind of different locations. If there is a mechanism to create this common control plane, and have the ability to kind of have elastic compute, elastic networking, elastic storage, and have this deployed in a flexible manner. Literally if you think, think about it like an effortless Edge is what we are starting to call it. You can move workload and capability, and run it precisely where it makes sense, right? Like I said, earlier, training and learning algorithms in the deep cloud. Inferencing, at the very edge, right? So if you can make that decision, then it becomes very powerful. So that's the first point, you know, elasticity and flexibility that cloud can bring. Second is, intelligence. The whole notion of leveraging the power of data, and the power of AI and ML is extremely crucial for creation of new services. So that's something that the public cloud brings. And the third is this notion of, write once, deploy anywhere, right? This notion of kind of a full stack capability that when open, kind of developer ecosystem can be brought in, right? Like we talked about Kubernetes earlier. So if there's a way in which you can bring in those developer and ISV ecosystem, which is already present in the world of public cloud, that's something that is the third thing that public cloud brings. And Google strategy very simply, is to play on all of these, right? Because we, you know, Google has incredibly rich deployment experience around the world for some of the largest services on the planet, right? With some of the biggest infrastructure in the networking world. Second, is we have a very open and flexible approach, right? So open as you know, we not only leverage kind of the Kubernetes environment, but also there are many other areas, Key Native, and so on where Google has brought a lot of open kind of capabilities to the broader market. And the third, is the enablement of the ecosystem. So last year we actually announced 200 applications, you know, from 30 ISVs in multiple verticals that we're now going to be deployed on Google Cloud, in order to solve specific business pain points, right. And building out that ecosystem, working with telecom service providers, with systems integrators, with equipment players, is the way that we believe Google Cloud can make a difference in this world of developing Edge applications. We are seeing great traction, John, you know, whether it is in the carrier world. Carrier such as Orange, Telecom Italia, TELUS, SK Telecom, Vodafone. These have all publicly announced their work with Google Cloud, leveraging the power of data, analytics, AI ML, and our very flexible infrastructure. And then a variety of kind of partners and OEM players, in the industry. As an example, Nokia, right, Amdocs, and Netcracker, and many others. So we are really excited in the traction that we are getting. And we believe that public cloud is going to be a key part of the evolution of the telecom industry. >> Shailesh, it's great to have you on. Shailesh Shukla, VP and GM of Networking at Google Cloud. And I would just add to that final point there, that open and this Android-like open environment is going to create a thousand flowers to bloom. Those are new applications, new modern applications, new companies, a new ecosystem in the Telco Cloud. So congratulations. Thanks for coming on and sharing your insights. Google Cloud, you guys are about the data, and being open. Thanks for comin' on. >> Thank you, John. Good to talk to you. >> Okay, so keeps coverage of Mobile World Congress. Google Cloud, featured interview here on theCUBE. Really a big part of the public cloud is going to be a big driver. Call it public cloud, hybrid cloud, whatever you want to call it. It's the cloud, cloud and Edge with 5G, making a big difference and changing the landscape, and trying innovation for the telco space. I'm John Furrier, your CUBE host. Thanks for watching. Okay, Dave, that's the Google support. They are obviously singing the same song as Danielle Royston, every vertical. >> Two great interviews, John. Really nice job. We can see the tech. The strategy is becoming more clear. You know, one of the big four. >> Yeah, I just love, these guys are so smart. Every vertical is going to be impacted by elastic infrastructure, AI, machine learning, and this new code deployment, write once, deploy anywhere. That's theCUBE. We love being here it's a cloud show now. Mobile World Congress, back to the studio for more awesome Cloud City content.

Published Date : Jul 3 2021

SUMMARY :

a lot of the change. This is all now the new that the CSP industries had had to do. that are showing the most promise because of the landscape of the CSPs that the developer community can utilize What's the answer to that? and great question by the way. What's different in the telecom industry, and the CSPs have therefore really started in the telecom landscape, a lot of value, Thank you having me. and I mean the industry group. and play a massive role there. source, Android coming to telco. So the next interview of the Networking Team, Google Cloud. It's great to see you again. You've got the Edge developing. for a number of people around the world. and even in the telcos, is kind of the next step, of the abstraction layer, in the network that you of the public cloud in the telco market. and have the ability to kind ecosystem in the Telco Cloud. Good to talk to you. and changing the landscape, You know, one of the big four. back to the studio for more

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Amol Phadke, Google Cloud | Cloud City Live 2021


 

>>Yeah. Welcome to the cubes coverage for mobile world Congress 2021. I'm john for your host of the cube we're here in person as well as remote. It's a hybrid event were on the ground. Mobile concert green. All the action here were remote with vodka, who is the managing director of the telecom industry solutions team and google cloud, a big leader and driving a lot of the change. Well, thank you for coming on the cube here in the hybrid event from over world Congress. >>Thank you john thank you john thank you for having me. >>So hybrid event which means it's in person were on the floor as well as doing remote interviews and people are virtual. This is the new normal kind of highlights where we are in the telecom world because last time mobile World Congress actually had a physical event was winter of 2019. A ton has changed in the industry. Look at the momentum at the edge. Hybrid cloud is now standard Multi cloud is being set being set up as we speak. This is all now the new normal. What is your take it? It's pretty active in your, in your industry. Tell us your opinion. >>Yes, john, I mean the last two years have been >>seismic to say the >>least, right. I mean, in terms of the change that the CSP industries had had to >>do, you >>know, jOHn uh, in the last two years, the importance of a CSP infrastructure has never become so important, right? The infrastructure is paramount. I'm talking to you remotely over a CSB infrastructure right now and everything that we're doing in the last two years, whether it's working or studying or entertaining ourselves all on that CSP infrastructure. So from that perspective, they are really becoming a critical national, global information fabric on which the society is actually depending >>on and >>That we see at Google as well, in the sense that we have seen up to 60% increase in demand John in the last two years for that infrastructure. And then when I look at the industry itself, unfortunately, all of that huge demand is not translating into revenue because as an industry, the revenue is still flatlining, in fact the forecasted Revenue for globally for all the industry over the next 12 months is 3-5% negative on revenue. Right? So one starts to think how come there is so much demand over the last two years post pandemic and that's not translating to revenue. Having said that, the other thing that's happening is this demand is driving significant Capex and Opec's investments in the infrastructure, as much as 8 to $900 billion over the next decade is going to get spent in this infrastructure from >>our perspective, >>which means it's really a perfect storm, john that we have massive demand, massive need to invest to meet that demand, yet not translating to revenue. And the crux of all this is customer experience because ultimately all of that translates into not having that kind of radically disruptive or transformational customer experience. Right? So that's a backdrop that we find ourselves in the industry and that really sets the stage for us to look at these challenges in terms of how does the CSP industry as a whole growth up line? Radically transformed PST CEO at the same time reinventing the customer experience and finding those capital efficiency, it's almost an impossible problem to solve them. >>It's a perfect storm. The waves are kind of coming together to form one big wave. You mentioned Capex and Opec's that's obviously changing the investments. Are there post pandemic growth and changing the user behavior and expectations. The modern applications are being built on top of the infrastructure. That's changing all of this is being driven by cloud native and that's clear. And you're seeing a lot more open kind of approaches, I T and O. T. Coming together whatever you want to do, this is just it's a collision, right? It's a collision of many things and this positive innovation coming out of. So I have to ask you, what are you seeing the solutions that are showing the most promise for these telco industry leaders because they're digitally transforming so they gotta re factor their platforms while enabling innovation, which is a key growth for the revenue. >>Yes. So john from a solution standpoint, what we actually did first and foremost as google cloud was look at ourselves. So just like the transformation we just talked about in the CSB industry, we are seeing google being transformed over the last two decades or so. Right. And it's important to understand that there's a lot google did over the last two decades that we can actually now externalize all of that innovation, all of that open source, all of that multi cloud was originally built for all the google applications that all of us use daily, whether it's Youtube or mail or maps, you know, same infrastructure, same open source, same multi cloud. And we decided to sort of use the same paradigms to build the telecom solutions that I'm going to talk about next. Right? So that's important to bear in mind that those assets were there and we wanted to externalize those assets right. There are really four big solutions that are resonating really well with our CSP partners, john you know, number one to your point is how can they monitor? Is the edge all of this happens at the edge. All of these kids can watch at the edge we believe with five G acting as a brilliant catalyst to really drive this edge deployment, CSP s would be in a very strong position, partnering with cloud players like ourselves to drive growth, not just for that offline, but also to add value to the actual end enterprises that are seeking to use that age. Let me give you a couple of examples. We've been working with industries like retail and manufacturing to create a solutions in a post pandemic world solutions like contact less shopping or visual inspection of an assembly line in a manufacturing plant without the need for having a human there because of the digitization of workforce, which meant these kind of solutions can actually work well at the edge Driven by 5G, but of course they can't be done in isolation. So what we do is we partner with CSP s, we bring our set of solutions and we actually launched in december 30 partners that already on our google cloud solutions and then we partner with the CSP is based on our infrastructure and their infrastructure to ultimately bring this ball to life at the end customer which opened, tends to be an enterprise, whether it's a manufacturing plant, you >>guys got some great examples there, I love that edge story, I think it's huge and it's only gonna get bigger. I gotta ask you, Well, I got you here because again, you're in the industry the managing director, so you have to oversee this whole telecom industry, but it's bigger. It's beyond telecom right now, telecoms. Just one another. Edge network piece of the pie. And the distributed computing, as we say. So I have to ask you one of the big things that google brings to the table is the developer mojo and open source and scale obviously the scales unprecedented. Everyone knows everyone knows that. Um, but ecosystems are super important and telcos kind of really aren't good at that. So, you know, the telco ecosystem was, I mean, I'd say okay, but mostly driven by carriers and and moving bits from point A to point B. But now you've got a developer mindset, public cloud developer ecosystem. How is this changing the landscape of the CSP and how are they changing how is it changing this cloud service providers ability to execute? Because that's the key in this new world. What's your opinion? >>Absolutely, john So there are two things, there are two dimensions. Look at. One is when we came to market a couple of years ago with anti offs, we recognize exactly what you said, jOHn which is the world is moving to multi cloud hybrid cloud. We needed to provide a common platform that the developer community can utilize through microservices and A P I and that platform had to, by definition work not just from google cloud but any club. It could work on any public cloud can work on CSP s private cloud And of course for >>some google cloud. Right. >>The reason was once you deploy and tossed once as a seamless application development platform, You could put all kinds of developer acts on top. So I just talked about 5GH John a minute ago. Those acts can sit on Santa's but at the same time I did to your point John I thi apps could also sit on the same and toss paradigm and network apps. So as network start becoming cloud native, whether it's ran, whether it's all ran, whether it's five G core same principle and that's why we believe when we partner with the SPS were saying, hey, you give this Antos to an ecosystem of community, whether that community is network with the communities, it with the communities, edge apps, all of those can reside seamlessly on this sort of Antos fabric. >>And that's going to set the table for multi cloud, which is basically cloud words for multi vendor, multi app. Well I got to ask you while you have here, first of all, thank you for coming on and sharing your insights. It's really great industry perspective and it's a google clouds got huge scale, great leadership and again, you know, the big, the big cloud players are moving in and helping out and enabling a lot of value. I gotta ask you if you don't mind sharing. If someone asked you him all, tell me about the uh impact that public cloud is having on the telco industry, what would you say? What's, what's the, what's the answer to that is? A lot of people are like, OK, public cloud, I get it, I know what it looks like, but now everyone knows it's going hybrid. So everyone ask, we'll ask you the question, what is public cloud doing for the telecom sector? >>Yeah, I think it's been treating john and great question by the way. Um number one, we are actually providing unprecedented amount of insight on data that the CSP traditionally already had but have never looked at it from the angle we have looked at whether that insights are at the network layer, whether those insights are to personalize customer experiences on the front end systems or whether those insights are to drive care solutions in contact centers and so on and so forth. So it's a massive uplift of customer experience that we can help, Right? So that's that's a very important point because we do have a significant amount of leadership johN at google cloud and analytics and data and insects. Right? So and we offer goes to overseas people. Number two is really what I talked about which is helping them build an ecosystem because let's take retail as an example as a minimum. There are five constituents in that ecosystem, jOHN there is a CSP, there is google cloud, there is an actual retail store, there is a hardware supplier, there's a software developer, all of them as a minimum have to work together to build that ecosystem which is where we give those solutions, Right? So that's the second part. And in the third part is as they move towards cloud Native, we are really helping them change their business model to become a deVOPS. A cloud native mindset, not just a cloud native network. Alrighty, but a cloud native mindset that creates unparalleled agility and flexibility in how they work as a business. So those are the three things I would say as a response to that question >>and obviously the retail, great vertical for google to go in there, given the amazon fear out there, people want this certainly low hanging fruit. I think the devops piece is going to be a big winning opportunity to see how the developers get driven into the landscape. I think that's a huge point and well that's really great insight. A final question for you. I got you here. Um, if someone says, Hey, what's happened in the industry since 2019? We last time we had multiple Congress, they were talking speeds and feeds. Now the world has changed. We're coming out of the pandemic California's opening up. Um, there's going to be in a physical event, the world's going hybrid certainly on the event and certainly cloud what's different in the telecom industry from, you know, many, many months ago, over a year and a half ago from 2019. >>I would say primarily it's the adoption of digital everywhere, which previously, you know, there were all these inhibitions and oh would this work? Would my customer systems become fully digital? Would I be able to offer a are we are experiences? Ah, that's a futuristic thing, you know, And suddenly the pandemic has created this acceleration that says, oh, even post pandemic, half my customers are always gonna talk to me why our digital channel only, which means the way they experience us has to be through these new experiences. Whether it's a are we are, whether it's some other types of applications. So that has been accelerated, johN and the C. S. P. S have therefore really started to go to the application and to the services, which is why you're seeing less on, You know, speeds and feeds because 5Gs here, five years being deployed. Now, how do you monetize? How can we leverage the biggest, so that's the biggest changes >>down stack and then there's the top of the stack for applications and certainly there's a lot of assets in the telecom landscape, a lot of value, A lot of re factoring going on and new opportunities that are out there. Great, great conversation. Well thank you Wolf Pataca, Managing Director, telecom industry. So thanks for coming on the key. Appreciate it. >>Thank you john thank you for having me. Okay. >>Mobile Rule Congress here in person and hybrid and remote. I'm john for a host of the cube. Thank you for watching. We are here in person at the Cloud City Expo community area. Thanks for watching.

Published Date : Jun 30 2021

SUMMARY :

All the action here were remote with vodka, who is the managing director of the This is the new normal kind of highlights where we are in the telecom world because last I mean, in terms of the change that the CSP industries had had to I'm talking to you remotely Capex and Opec's investments in the infrastructure, as much as 8 to $900 And the crux of all this is customer experience because ultimately all of that translates into So I have to ask you, what are you seeing the solutions that are showing So just like the transformation we just So I have to ask you one of the big things that google brings to the table is the developer mojo a common platform that the developer community can utilize through microservices some google cloud. at the same time I did to your point John I thi apps could also sit on the same and toss impact that public cloud is having on the telco industry, what would you say? data that the CSP traditionally already had but have never looked at it from the angle we have and obviously the retail, great vertical for google to go in there, given the amazon fear out there, So that has been accelerated, johN and the C. S. P. S have therefore really started to go So thanks for coming on the key. Thank you john thank you for having me. I'm john for a host of the cube.

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Danny Allan, Veeam | VeeamON 2021


 

(upbeat music) >> 2020 was the most unpredictable year of our lives, a forced shutdown of global economies left everyone have the conclusion that the tech industry spending would decline and of course it did, but you'd hardly know it if you watch the stock market and the momentum of several well-positioned companies. Those firms that had products and services that catered to the pivot to work from home, SAS based solutions were focused on business resiliency and cloud saw huge growth. The forced match to digital turned a buzzword into reality overnight, where if you weren't a digital business, you were out of business. And one of the companies participating in that growth trend was Veeam. Veeam virtual is scheduled to take place on May 25th and 26th. And it's one of our favorite physical events and the Cube will be there again as a virtual participant. One of our traditions prior to VeeamON has always been to bring in an executive into the Cube and talk not only about what to expect at the show, but what's happening in the market. And with me is many times Cube alum Danny Allan is the chief technology officer at Veeam. Danny welcome is always great to see you. >> I am delighted to be here again. Disappointed it's virtual, but excited to talk with you. >> Yeah, me too. You know, it's coming. It's getting jabbed but you know, you look at the surprises here. I mean, look at the chip shortage, you know everybody thought, Oh, well stop ordering chips. I mean furniture, et cetera, cars. And it's just kind of crazy. What was your expectation going into the pandemic and what did you actually see looking back? >> Well, it's funny, you never know what's going to happen. And for the first few weeks I would say there's a lot of disruption because all of a sudden you have people who've been going into an office for a long time, working from home and you know, from an R&D perspective at Veeam those people weren't used to working from home. So there's a lot of uncertainty I'll say for the first three or four weeks but what very quickly picked up was the opportunity. I'll say to focus more specifically on delivering things for our customers. And one of the things obviously that just exploded was use of digital technologies like Slack and Microsoft teams. And as you say, Veeam was well positioned to help customers as they move towards this new normal, as they say. >> So what were some of the growth vectors that you guys saw specifically that were helping your customers going to get get through this time? >> Yeah well, people always associate Veeam with knowing data protection for the virtual environment but two things really stood out last year as our emerging markets. One was Office365, and I think that's due to the uptake of Microsoft teams. I mean, if you look at the Microsoft results, you can see that people are doing SaaS. And we were very well positioned to take advantage of that. Help customers move towards collaborating online. So that was a huge growth vector for us. And the second one was cloud. We had more data moving to cloud than ever before in Veeam history. And that continues on into 2021. >> You guys, well, yeah, let's talk more about that set SAS piece of your business. You were very early on in terms of SAS data protection. You kind of had to educate the market. People are like, well, why do I need to back up my SAS doesn't the cloud provider do that? And then you sort of you had to educate, so it was you were early and but it's really paid off. Maybe talk about how that trend has benefited some of your customers. >> Yeah. So if you go back four years, we didn't even have data protection for Office365. And over the last four years, we've emerged into the market leader the largest in protection for Office365. And as you say, it was about education. Early on people knew that they needed to protect exchange when they ran it on premises. And when they first went to the cloud there was this expectation of, Hey Microsoft or my provider will do that for me. And very quickly they realized that's not the case and there's still the same threats. It might not be hardware failure, but certainly misconfiguration or deleted items or ransomware in 2021, sorry, 2020 was massive. And so we do data protection for Exchange, for SharePoint online, for one drive, and most recently for Microsoft teams. And so that data protection obviously helps organizations as they adopt Office365 and SaaS technologies. >> I sent him my last breaking analysis. When you look at the ETR data, Veeam has been really steady. You know, some competitors spike up and come down, others, you know, maybe aren't doing so well or the larger established players don't have as much momentum. It just seems like Veeam even though you cross the billion dollar revenue mark, you've been able to keep that spending momentum up. And I think it's, I would observe it's a function of your ability to identify that the waves and ride those waves and anticipate them. We just talked about SAS, talked about virtualization. You were there cloud, we'll talk about that more as well, plus your execution. It seems like since the acquisition by insight you guys have continued to execute. I wonder if you could help the audience understand how do you think about the phases that Veeam has gone through in its ascendancy and where you're headed? >> Yeah. And so I look at it as three things, it's having the right product, but it's not just enough to have the right product, the right product it's the right timing and it's the right execution. So if you think about where Veeam started, it was all in data protection for vSphere, for the hypervisor. And that was right at the time when VMware was taking off and the modernized data center was being virtualized. And so that helped us grow, I'll say into a $600 million company, but then about four years ago, we see the ascendancy of SaaS and specifically Office365. And so, you know, we weren't first to market but I would argue the timing with the best product, with the right execution has turned that into a massive a very significant contribution to our bottom line. And then actually the third wave through 2020 is the adoption of cloud. We moved last year, 242 petabytes into cloud storage and already in the first quarter of 2021, we've moved to 100 petabytes. So there's this massive adoption or migration of data into the cloud. And Veeam has been positioned with the right product, at the right time, with the right execution, to take advantage of that. >> So I wonder if you could help us quantify that IDC data you know, the IDC did a good job quantifying the market. Maybe you could share with us sort of your position there, maybe some of the growth that we're seeing. Can you add some color to that? >> Yeah. We have some very exciting results from the recent IDC report. So in the second half of 2020, we saw 17.9% year over year growth in our revenue. That was actually triple the closest competitor. And our sequential growth was over 21%. So massive growth and all of that is in the second half of the year, 563 million in revenue. So over a billion dollar company. So these aren't just, you know, 20% growth on small numbers. This is on a very significant number. And we see that continuing forward, we'll be announcing some things I'm sure at VMR coming up in a few weeks here, but that trend continues. And again, it's the right product, right time, with the right execution. >> Cloud continues to roll on. You're seeing, you know, solid weather. If you add them all up the big four 30 plus percent growth you're seeing Azure, even higher growth. You know, AWS is huge, Google growing, Google cloud, probably in the 60 to 70% range. So cloud still hot, it's kind of gone mainstream but there's still feels like there's a long way to go there. What's happening in cloud? You guys, again, leaning in, riding that wave. What can you tell us? >> We are leaning in, you're going to see some things coming up at Veeam related to that. But two things I would say, one is we're in the marketplace of all three of the major hyperscalers. So there's a Veeam backup for AWS, Veeam backup for Azure, and a Veeam backup for GCP. And not only is there products that are purpose-built for those clouds in the marketplace, all three of them have integrations to the core Veeam platform. And so this isn't just standalone products while it is in the marketplace, it's integrated into the full strategy around modern data protection for the organizations. And so I am thrilled about some of the things that we're going to be showing in there but we're leaning in very closely with those. We think we're in early days, like I say maybe first, second year, and it will be the next decade as they truly emerge into their dominant position. But even more than cloud if you asked me what I get excited about looking forward certainly cloud adoption is massive, but Kubernetes, that's what's enabling some of the models of both on-prem and cloud hosted. And we're clearly doing some things there as well. >> So I'm glad you brought that up because I think the first time I ever sort of stumbled into a company that was actually doing data protection for containers was out of a VeeamON event. It was one of your exhibitors. And I was like, Hmm, that's an interesting name. And yeah, of course he ended up buying the company. But so, you know, it's funny, right? Because containers have been around forever. And then when you started to see Kubernetes come to for, containers are really ephemeral they really didn't, you know, they weren't persistent but they didn't have state, but that's changing. I wonder if you could give us your perspective as to how you're thinking about that whole space. >> I truly believe that the third big wave of technology transformation, the first was around physical systems and mainframes and things. And then we went into the virtualized era. I think that the third world is not the cloud. I actually think it is containers. Now why containers? Because as you mentioned, Dave, they're a femoral, they're designed for the world of consumption. Everything else is designed for you, install it. And then you build to the high watermark. The whole thing about containers is that they're a femoral and they're built for the consumption model. The other thing about containers is that they're highly portable. So you can run it on premises with OpenShift but then you can move it to GKE or HKS or EKS or any of the big cloud platforms. So it definitely aligns with organization's desire to modernize and to choose the infrastructure of best choice. Now, at the same time, the reason why they haven't taken off I would argue as quickly as they could have is because they've been really complex, in early days the complexity of containers was very difficult, but the model, the platform or ecosystem is evolving, they are becoming more simple. And what is happening is IT operations teams are now considering the developer, their customer and they're building self-service models for the developers to be more productive. So I think of this as platform apps and certainly backup and security is a part of this but it is moving and we're seeing traction actually faster than it would have predicted in early 2020. >> Yeah. We've been putting forth this vision of a layer that abstracts the complexity of the underlying clouds whether it's on prem, across clouds, eventually the edge and containers are linchpin to enabling that. Let's talk about VeeamON 2021. Show us a little leg, give us a preview. >> So we always come with the excitement and we always come with showing a sneak peek of what's to come. So certainly we're going to celebrate some of the big successes. We brought version 11 to market earlier this year that had security capabilities around ransomware type, continuous data protection it at a whole lot of things. So we're going to celebrate some of the products have already recently launched but we're also going to give a sneak peek of what's coming over 2021. Now, if you ask me what that is, we talk an awful lot about cloud. So you should expect to see things around Veeam backup for AWS and Azure and GCP. You should expect to see things around our Kubernetes data protection with our casting Cape 10 product, you should expect to see evolution of capabilities with our SaaS data protection with Office365. So we're going to give a sneak peek of lots of things to come. And as always, we bring lots of innovation to the market. It's not just another checkbox theme has always said, how can we do it differently? How can we do a better? And then we're going to show that to our customers at VeeamON. >> Well, we're always super excited to participate in the Veeam community. We've always had a lot of fun. They're great events. Yes, it's virtual, but you guys always have an interesting spin on things and make it fun. It's May 25th and 26th. It starts at 9:00 AM Eastern time. You go to Veeam V-E-E-A-M.com and sign up, make sure you do that and check out all the content. The Cube of course will be there. I will be interviewing executives, customers, partners. There's tons of content for practitioners. And, you know, as always you guys got the great demos and always a few surprises. So Danny, really looking forward to that and really appreciate your time and the Cube today. >> Thank you, Dave. >> All right. And thank you for watching. This is Dave Vellante for the Cube. Again, May 25th and 26th 9:00 AM. Eastern time, go to veeam.com and sign up. We'll see you there. (upbeat music)

Published Date : May 18 2021

SUMMARY :

And one of the companies participating but excited to talk with you. I mean, look at the And for the first few weeks And the second one was cloud. And then you sort of you had to educate, And over the last four years, that the waves and ride those and it's the right execution. So I wonder if you could And again, it's the right in the 60 to 70% range. of the major hyperscalers. And then when you started to for the developers to be more productive. of a layer that abstracts the complexity of the big successes. in the Veeam community. And thank you for watching.

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IBM9 Cameron Art V2


 

(upbeat music) >> Narrator: From around the globe it's theCUBE with digital coverage of IBM Think 2021, brought to you by IBM. >> Hi everyone, welcome back to theCUBE's coverage of IBM Think 2021 virtual. I'm John Furrier your host of theCUBE. We're here, virtual again, in real life soon. It's right around the corner, but we've got a great guests here. Cameron Art Managing Director at AT&T for IBM. Cameron manages the AT&T Global Account for IBM. Cameron, great to see you. Thanks for coming on the CUBE. >> Thank you very much, John. It's great to be here. >> I can almost imagine how complicated and big and large AT&T is with respect to IBM and the history and AT&T is a very large company. What's the relationship with IBM and AT&T over the years? How has that evolved and how do you approach that role as the Managing Director? >> Well, it's been fascinating. As you said, we've got two large complex companies, but also two brand names that are synonymous for innovation, whether it be in compute or technology or communications. But the most fascinating thing is, if you look back at our relationship, and this is two brands that have been around for well over a hundred years, our relationship actually has some fascinating backdrop to it. My favorite is in 1924, AT&T sent a picture of Thomas Watson Sr, over a telephone wire to IBM. And Thomas Watson said, "they sent this over the telephone?" We are United in a community of interest. They want to make it easier for businesses to transact as do I, we need to work together. And since then, there has been a number of advances, that both of us have driven collectively and individually. And it's been a long running and treasured relationship in the IBM company. >> It's such a storied relationship on both sides. I mean, the history is just amazing. They could do a whole history channel segment on both AT&T and IBM. But together it's kind of the better together story. As you pointed out from that example, going back to sending a picture with a phone line, it's like, "Oh, my God, that's Instagram on the internet happening!" But how are they responding to the relationship, now? Obviously with Cloud native exploding with the ability to get more access, and you're seeing a lot more things evolve, more complexities emerging that needs to be abstracted away. You're seeing businesses saying, "Hey, I can do more with less, I can connect more. There's more access." But then also services more potential opportunities and challenges. How are you responding with AT&T? How are they responding to that dynamic with you guys? >> Yeah, I think it's fascinating because, when I originally approached this relationship and I've been doing this for 12 months now, little over 12 months, and when I originally approached it as with anything else, many times you're trying to enter something that is quite special and make it even better. And my approach at least initially with AT&T was very much one of. We're going to provide even better service. We're going to jointly grow together in the market and strengthen each of our businesses. And we're going to work for something broader than ourselves. And I'll get into, a little more, the last point later. But those first two things, from an AT&T response perspective. And I think this is a common perspective among many clients is, "we'll see if your actions follow your words". And so it's been a process we've gone through to understand that I'm a champion for AT&T, inside of IBM. And those interests, that we share individually and collectively, will be represented at the highest levels. And we will mature this relationship into one of, not just kind of supply chain partners, because we're very complimentary to each other, but more ecosystem partners. And my belief in my core, and you see this much with many of the business strategies that are out there, the ecosystem strategy, this sum is greater than the parts. It's not a zero sum game. Is something that's absolutely blooming in the market. >> Yeah, that ecosystem message is one of the things that's resonating and coming clearly out of the IBM Think 2021 this year and in the industry your seeing the success of network effects, ecosystem changes. That is the constant that's happening. Certainly with the pandemic and now coming out of it, people want to have a growth strategy. That's going to be relevant current and impactful. And you, you pointed that out, growth with each other, it's interesting. And you shared some perspective on this just recently with an example of what is underway there. Where are you heading with that? I mean, talk more about this growth with each other, 'cause that really is an ecosystem dynamic. What is underway and where are you heading? >> It's a fascinating ecosystem dynamic and it's something that we've adopted wholeheartedly within AT&T in terms of not only how we work. So, there are very basic examples, examples like, we rather than answering RFPs and responding to requirements, we're co-creating with our clients. We have multiple Cloud Garages going with AT&T where we identify outcomes that we believe could be possible. And then we show and allow the client to experience the outcome of that rather, than a PowerPoint slide. So, there's this kind of base of how do you work with each other, but then much more broadly in the market. It didn't take long for us to realize that, you know, the addressable market, if I were selling AT&T, everything I could ever sell them. And AT&T was selling IBM everything they could ever sell us. The addressable market is, let's say, $10 billion. But the moment at which we pointed ourselves outside to the external market, we realized that that market opportunity expands by a factor of 20 or by a factor of 50. We have the opportunity to create unique value together. And I think that kind of comes from the core of how we work together. >> I'm also intrigued by your comments about working together for a greater purpose. You said you'd address that later. What do you mean by that? I mean, that's little. Is there higher purpose, North star and obviously you mentioned working together in the ecosystem. That kind of seems tactical and strategic as well, but what's this greater purpose? What does that mean? >> Well, my belief, and it's something I learned actually, is I got indoctrinated into the work that AT&T does, the work that IBM does, and how we do it, but we share many common purposes in terms of what we believe on the whole, in terms of progress in society. So for example, equality in the workplace. We hosted a women's day luncheon, actually multiple Women's days luncheons across the United States. Where we had hundreds of female leaders from both IBM and AT&T collaborating together, talking about how tips and tricks, for how they continue to advance in the workplace. Another example is inequality in diversity and inclusion. Both AT&T and IBM have a strong commitment. And if you'll see, IBM just published their diversity data inclusion study where we actually demonstrate, here are the numbers, here's our targets, here's where we want to get. AT&T has exactly that same belief. Finally, in STEM education for educating our future leaders. In science and technology, engineering and math. Both, AT&T and IBM, for our future need those skills showing up in the marketplace. And Corey Anthony, just a quick spot, for any of you at Think, Corey Anthony, who's the Diversity and Development Officer at AT&T is going to give a great presentation on AT&Ts work in STEM for younger generations. So, there are many things that are, I would say, societal on a broader purpose statement, that we share a belief in together. >> That's awesome. And also people want to work on a team that's mission driven, has impact beyond just the profit and loss. I mean, I love capitalism, personally myself. I'm an entrepreneur, but been there done that but we're living in a cultural shift now. We're starting to see remote work. We're starting to see virtual teams, new use cases that have different expectations and experiences in the work place and also at home. So, you know, with mobile, I could be on the side of the soccer fields or, you know, skiing or running or jogging and take a message, pull over, do a chat, jump into an audio chat, listen to a podcast, engage. So we're all tethered now. This is exchanging experiences, and this is going to change the game for how you work together. >> A hundred percent. And by the way, we're all tethered hopefully through AT&T mobile connectivity devices. It was kind of amusing how much that has become a part of our lives and the core value. One of the core value propositions of AT&T is obviously connecting businesses to each other but also consumers through their mobile brand. But also then to entertainment I will say when I was in Augusta at the masters, you know people that have been there know that, you're not allowed to have cell phones. It was amazing just in conversations how often whoever it was I was having a conversation with and myself would say, well, I'd like to look that up, hold on, can I get that statistic? And we realized we're missing a big part of our lives in terms of the communication but those requirements of connecting people in new ways and in their homes or remotely actually only reinforce this shared value proposition of when you have the technology and you have it securely between our company IBM and AT&T we play a massive part in that. And it's something I'm quite proud of. >> Yeah, and you guys have a really interesting position there with the history of, with the relationship. And as you pointed out AT&T has to be on the forefront of cutting edge user experience technology they're bringing, I mean, they are the edge. I mean, they ultimately from base station down to the device, to the person, to the account, you're talking about a real edge. There that's a person's consumer. They got to provide these new services. So I got to ask you, you mentioned at the top of this interview, that your goal is to provide even better service to AT&T pretty big pressure point for IBM. You know, you got to deliver step up and their expectations must be high. Can you take us through perspectives on that kind of even better service when you've got a client that's on the cutting edge of having to deliver new kinds of things like better notifications, smarter devices smarter software, more fault-tolerant highly available services. These are things that, you know there's a lot of pressure take us through that. What's, what's it like? >> There is a lot of pressure but there's a lot of consistency in terms of expectations. And it's something that both of us understand very well. And I would argue that it's probably the reason we work so well together. Both AT&T and IBM for years, namely 50, 100's of years have understood that if we're transacting for business, we're transacting on something that has to get done. So on both sides of the equation not only do we push the edge of what can be done technically or for business, but we also understand the expectations of the business clients that are, it works every time and it works in every way I need it to. So for us, when we work together, I think that healthy balance of part musician, part engineer comes out very, very strongly in both teams. >> Cameron, great insight and great to talk to you. I love to get the perspective on, you know, the kind of challenges and opportunities that you're seizing at IBM with AT&T. Again, the history is amazing. The impact to the industry at both levels. You mentioned Tom Watson Senior, then you got Junior that in that generation just carries forward. You got that vibe back now with hybrid cloud Irvin loves cloud. So, you know, you got a lot of things happening that's really strong over at IBM and the theme this year generally is better together. So, awesome, awesome work. Congratulations. >> Thank you very much. I will tell you, I don't want to miss the opportunity to talk a bit about the future, because from an AT&T and IBM perspective we're doing a load of work around private 5G or 5G in general. This is something that provides an absolutely low latency huge bandwidth with a lot of actually characteristics from a business perspective that are manageable. And it will enable what I believe is a another big wave in the technology and business industry which is new business models. Very similar to that, of the internet originally, it allows with IBM technology and AT&T technology they have something called Multi-Access Edge Computing. These are absolutely blazing, fast 5G boxes that will be in, not only businesses, but universities, sports stadiums, you name it, changing the experience of how people consume technology or the benefits of technology, which I couldn't be more excited about. >> Awesome future ahead, great. Its a big wave certainly a wave we'd never seen before. Cameron, our managing director AT&T at IBM. Great insight, thanks for sharing, thanks for coming on. >> Thanks, John. >> Okay, CUBE coverage of IBM Think 2021. I'm John Furrier, thanks for watching. (upbeat music)

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Patrick Lin, Splunk | Leading with Observability | January 2021


 

(upbeat music) >> Announcer: From the keeps studios in Palo Alto in Boston, connecting with that leaders all around the world. This is theCube conversation. >> Welcome to theCube conversation here in Palo Alto, California. I'm John Furrier, host of theCube. With a special content series called, Leading with observability, and this topic is, Keeping watch over microservices and containers. With great guests, Patrick Lin, VP of Product Management for the observability product at Splunk. Patrick, great to see you. Thanks for coming on remotely. We're still in the pandemic, but thanks for coming on. >> Yeah, John, great to see you as well. Thanks for having me. >> So, leading with observability is a big theme of our content series. Managing end to end and user experience is a great topic around how data can be used for user experience. But now underneath that layer, you have this whole craziness of the rise of the container generation, where containers are actually going mainstream. And Gardner will forecast anywhere from 30 to 40 percent of enterprises still yet, haven't really adopted at full scale and you've got to keep watch over these. So, what is the topic about keeping watch over microservice and containers, because, yeah, we know they're being deployed. Is it just watching them for watching sake or is there a specific reason? What's the theme here? Why this topic? >> Yeah, well, I think containers are part of the entire kind of stack of technology that's being deployed in order to develop and ship software more quickly. And, the fundamental reasons for that haven't changed but they've been greatly accelerated by the impact of the pandemic. And so I think for the past few years we've been talking about how software's eating the world, how it's become more and more important that company go through the transformation to be more digital. And I think now that is so patently obvious to everybody. When your only way of accessing your customer and for the customer to access your services is through a digital media. The ability for your IT and DevOps teams to be able to deliver against those requirements, to deliver that flawless customer experience, to sort of keep pace with it the digital transformation and the cloud initiatives. All of that is kind of coming as one big wave. And so, we see a lot of organizations migrating workloads to the cloud, refactoring applications, building new applications natively. And so, when they do that oftentimes the infrastructure of choice is containers. Because it's the thing that keeps up with the pace of the development. It's a much more efficient use of underlying resources. So it's all kind of part of the overall movement that we see. >> What is the main driver for this use case microservices and where's the progress bar in your mind of the adoption and deployment of microservices, and what is the critical things that are there you guys are looking at that are important to monitor and observe and keep track of? Is it the status of the microservices? Is it the fact that they're being turned on and off, the state, non-state, I mean take us through some of the main drivers for why you guys are keeping an eye on the microservices component? >> Sure, well, I think that if we take a step back the reason that people have moved towards microservices and containers fundamentally has to do with the desire to be able to, number one, develop and ship more quickly. And so if you can parallelize the development have API is the interface between these services rather than having sort of one monolithic code base, you can evolve more quickly. And on top of that, the goal is to be able to deliver software that is able to scale as needed. And so, that is a part of the equation as well. So when you sort of look at at this the desire to be able to iterate on your software and services more quickly, to be able to scale infinitely, staying up and so on. That's all like a great reason to do it, but what happens along those lines, what comes with it is a few kind of additional layers of complexity because now rather than have, let's say an end to your app that you're watching over on some hosts that you could reboot when there's a problem. Now you have 10's, maybe 100's of services running on top of maybe 100,000's, maybe 10,000's of containers. And so the complexity of that environment has grown quite quickly. And the fact that those containers may go away as you are scale the service up and down to meet demand also adds to that complexity. And so from an observability perspective, what you need to be able to do is a few things. One is you need to actually be tracking this in enough detail and at a high enough resolution in realtime. So that you know when things are coming in and out. And that's been one of the more critical things that we've built towards a Splunk, is that ability to watch over it in realtime. But more important, or just as important in that is, understanding the dependencies and the relationships between these different services. And so, that's one of the main things that we worked on here is to make sure that you can understand the dependency so that when there's an issue you have a shot at actually figuring out where the problem is coming from. Because of the fact that there's so many different services and so many things that could be affecting the overall user experience when something goes wrong. >> I think that's one of the most exciting areas right now, on observability is this whole microservices container equation, because a lot of actions being done there, there's a lot of complexity but the upside, if you do it right, it's significant. I think people generally are bought into that concept, Patrick, but I want to get your thoughts. I get this question a lot from executives and leaders whether it's a cloud architect or a CXO. And the question is, what should I consider? What do I need to consider when deploying an observability solution? >> Yeah, that's a great question. Cause I think they're obviously a lot of considerations here. So, I think one of the main ones, and this is something that I think is a pattern that we are pretty familiar with in the this sort of monitoring and management tool world. Is that, over time most enterprises have gotten themselves a very large number of tools. One for each part of their infrastructure or their application stack and so on. And so, what you end up with is sprawl in the monitoring toolset that you have. Which creates not just sort of a certain amount of overhead in terms of the cost, but also complexity that gets in the way of actually figuring out where the problem is. I've been looking at some of the toolsets that some of our customers have pulled together and they have the ability to get information about everything but it's not kind of woven together in a useful way. And it sort of gets in the way actually, having so many tools when you are actually in the heat of the moment trying to figure something out. It sort of hearkens back to the time when you have an outage, you have a con call with like a cast of 1000's on it trying to figure out what's going on. And each person comes to that with their own tool, with their own view, without anything that ties that to what the others are seeing. And so, that need to be able to provide sort of an integrated toolset, with a consistent interface across infrastructure, across the application, across what the user experience is and across the different data types. The metrics, the traces, the logs. Fundamentally I think that ability to kind of easily correlate the data across it and get to the right insight. We think that's a super important thing. >> Yeah, and I think what that points out, I mean, I always say, don't be a fool with a tool. And if you have too many tools, you have a tool shed, and there are too many tools everywhere. And that's kind of a trend, and tools are great when you need tools. To do things. But when you have too many, when you have a data model where essentially what you're saying is, a platform is the trend, because weaving stuff together you need to have a data control plane, you need to have data visualization. You need to have these things for understanding the success there. So, really it's a platform, but platforms also have tools as well. So tools or features of a platform if I get what you're saying, right? Is that correct? Yeah, so I think that there's one part of this which is, you need to be able to, if I start from the user point of view, what you want is a consistent and coherent set of workflows for the people who are trying to actually do the work. You don't want them to have to deal with the impedance mismatches across different tools that exist based on, whatever, even the language that they use but how they bring the data in and how it's being processed. You go down one layer from that. You sort of want to make sure that what they're working with is actually consistent as well. And that's the sort of capabilities that you're looking at whether you're whatever, trying to chart something to be able to look at the details, or go from a view of logs to the related traces. You sort of want to make sure that the information that's being served up there is consistent. And that in turn relies on data coming in, in a way that is sort of processed to be correlated well. So that if you say, Hey, I'm I'm looking at a particular service. I want to understand what infrastructure is sitting on or I'm looking at a log and I see that it relates to a particular service. And I want to look at traces for that service. Those things need to be kind of related from the data on in and that needs to be exposed to the user so that they can navigate it properly and make use of it. Whether that's during kind of, or time during an incident or peace time. >> Yeah, I love that wartime conciliary versus peace time. I saw blog posts from a VC, I think said, don't be a Tom Hagen, which is the guy in The Godfather when the famous lines said, you're not a wartime conciliary. Which means things are uncertain in these times and you've got to get them to be certain. This is a mindset, this is part of the pandemic we're living in. Great point, I love that. Maybe we could follow up on that at the end, but I want to get some of these topics. I want to get your reactions to. So, I want you to react to the following, Patrick. it's an issue in a topic, and there it is, missing data results in limited analytics and misguided troubleshooting. What's your reaction to that? What's your take on that? What's the Splunk's take on that? >> Yeah, I mean, I think Splunk has sort of been a proponent of that view for a very long time. I think that whether that's from the log data or from, let's say, the metric data that we capture at high resolution or from tracing. The goal here is to have the data that you need in order to actually properly diagnose what's going on. And I think that older approaches, especially on the application side, tend to sample data right at the source and provide hopefully useful samples of it for when you have that problem. That doesn't work very well in the microservice world because you need to actually be able to see the entirety of a transaction, to a full trace across many services before you could possibly make a decision as to what's useful to keep. And so, the approach that I think we believe is the right one, is to be able to capture at full fidelity all of those bits of information, partly because of what I just said, you want to be able to find the right sample, but also because it's important to be able to tie it to something that may be being pulled in by different system. So, an example of that might be, in a case where you are trying to do real user monitoring alongside of APM, and you want to see the end to end trace from what the user sees all the way through to all the backend services. And so, what's typical in this world today is that, that information is being captured by two different systems independent sampling decisions. And therefore the ability to draw a straight line from what the end user sees all the way to what is effecting it on the backend is pretty hard. Where it gets really expensive. And I think the approach that we've taken is to make it so that that's easy and cost-effective. And it's tremendously helpful then to tie it back to kind of what we were talking about at the outset here where you were trying to provide services that make sense and are easy access and so on to your end user. to be able to have that end to end view because you're not missing data. It's tremendously valuable. >> You know what I love about Splunk is, cause I'm a data geek going back when it wasn't fashionable back in the 80's. And Splunk has always been about ingesting all the data. So they bring all the data, we'll take it all. Now from at the beginning it was pretty straightforward, complex but still it had a great utility. But even now, today, it's the same thing you just mentioned, ingest all the data because there's now benefits. And I want to just ask you a quick question on this, distributed computing trend, because I mean everyone's pretty much in agreement that's in computer science or in the industry and in technology says, okay, cloud is a distributed computing with the edge. It's essentially distributed computing in a new way, new architecture with new great benefits, new things, but science is still kicking apply some science there. You mentioned distributed tracing because at the end of the day that's also a new major thing that you guys are focused on and it's not so much about, it's also good get me all the data but distributed tracing is a lot harder than understanding that because of the environment and it's changing so fast. What's your take on it? >> Yeah, well fundamentally I think this goes back to, ironically one of the principles in observability. Which is that oftentimes you need participation from the developers in sort of making sure that you have the right visibility. And it has to do with the fact that there are many services that are being kind of strong together as it were to be able to deliver on some end user transaction or some experience. And so, the fact that you have many services that are part of this, means that you need to make sure that each of those components is actually kind of providing some view into what it's doing. And distribute tracing is about taking that and kind of weaving it together so that you get that coherent view of the business workflow within the overall kind of web of services that make up your application. >> So the next topic, I want to get into, we've got limited time, but I'm going to squeeze through, but I'm going to read it to you real quick. Slow alerts and insights are difficult to scale. If they're difficult to scale it holds back the meantime between resolving. And so, it's difficult to detect in cloud. It was easier maybe on premise, but with cloud this is another complexity thing. How are you seeing the inability to scale quickly across the environments for to manage the performance issues and delays that are coming out of not having that kind of in slow insights or managing that? What's your reaction to that? >> Yeah, well, I think there are a lot of tools out there that we'll take in events or where issues from cloud environments. But they're not designed from the very beginning to be able to handle the sort of scale of what you're looking at. So, I mentioned, it's not uncommon for a company to have 10's or maybe even 100's of services and 1000's of containers or hosts. And so, the sort of sheer amount of data you have to be looking at on an ongoing basis. And the fact that things can change very quickly. Containers can pop in and go away within seconds. And so, the ability to track that in realtime implies that you need to have an architectural approach that is built for that from the very beginning. It's hard to retrofit a system to be able to handle orders to magnitude more complexity and change in pace of change. You need to start from the very beginning. And the belief we have is that you need some form of a realtime streaming architecture. Something that's capable of providing that realtime detection and alerting across a very wide range of things in order to handle the scale and the ephemeral nature of cloud environments. >> Let me ask a question then, because I heard some people say, well, it doesn't matter. 10, 15 minutes to log in to an event is good enough. What would you react to that? (chuckles) What a great example of where it's not good enough? I mean, is it minutes is it's seconds, what are we talking about here? What's the good enough bar right now? >> Yeah, I mean, I think any anybody who has tried to deliver an experience digitally to an end user, if you think you can wait minutes to solve a problem you clearly haven't been paying enough attention. And I think that, I think it almost goes without saying, that the faster you know that you have a problem, the better off you are. And so, when you think about what are the objectives that you have for your service levels or your performance or availability. I think you run out of minutes pretty quickly, if you get to anything like say, three nines So, waiting 15 minutes, maybe would have been acceptable before people were really trying to use your service at scale. But definitely not any more. >> And the latest app requires it. It's super important. I brought that up and tongue in cheek kind of tee that up for you because these streaming analytics, streaming engines are super valuable, and knowing when to use realtime and not also matters. This is where the platforms come in. >> Yes, absolutely. The platform is the thing that enables that. And I think you have to sort of build it from the very beginning with that streaming approach with the ability to do analytics against the streams coming in, in order for you to deliver on this sort of promise of alerts and insights at scale and in realtime. >> All right, final point. I'll give you the last word here. Give a plug for the Splunk observability suite. What is it? Why is it important? Why should people buy it? Why should people adopt it? Why should they upgrade to it? Give the perspective, give the plug. >> Yeah, sure. I appreciate the opportunity. So, I think as we've been out there speaking to customers right over the last year as part of Splunk and before that, I think they've spoken to us a lot about the need for better visibility into their environments. Which are increasingly complex and where they're trying to deliver on the best possible user experience. And to sort of add to that, where they're trying to actually consolidate the tools. We spoke about the sprawl at the beginning. And so, with what we're putting together here with the Splunk observability suite. I'd say we have the industry's most comprehensive and powerful combination of solutions that will help both sort of IT and DevOps teams tackle these new challenges for monitoring and observability that other tools simply can't address. So you're able to eliminate the management complexity by having a single consistent user experience across the metrics and logs and traces, so that you can have seamless monitoring and troubleshooting and investigation. You can create a better user experiences by having that true end to end visibility, all the way from the front end to the backend services, so that you can actually see what kind of impact you're having on users and figure it out within seconds. I think we're also able to help increase developer productivity. As these high performance tools that help the DevOps teams get to a better quality code faster, because they can get immediate feedback on how their coachings are doing with each we would see each release and they're able to operate more efficiently. So, I think there's a very large number of benefits from this approach of providing a single unified toolset that relies on a source of data that's consistent across it but then has the sort of particular tools that different users need for what they care about. Whether you're the front end developer, needing to understand the user experience, whether you're backend service owner wanting to see how your service relates to others, whether you're owning the infrastructure, and needs to see, is it actually providing what the services are running on it need. >> Well, Patrick, great to see you. And I just want to say, congratulations has been following your work, going back in the industry specifically with SignalFx, you guys were really early and seeing the value of observability before it was a category. And so how has more often so relevant as you guys had saw it. So, congratulations and keep up the great work. We'll keep a competition's open. Thanks for coming on. >> Great, thanks so much, John. Great talking to you. >> All right, this is theCube, Leading with observability, it's a series, check it out. We have a multiple talk tracks. Check out the Splunk's a series, Leading with observability. I'm John Furrier with theCube. Thanks for watching. (upbeat music)

Published Date : Feb 22 2021

SUMMARY :

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External Data | Beyond.2020 Digital


 

>>welcome back. And thanks for joining us for our second session. External data, your new leading indicators. We'll be hearing from industry leaders as they share best practices and challenges in leveraging external data. This panel will be a true conversation on the part of the possible. All right, let's get to >>it >>today. We're excited to be joined by thought spots. Chief Data Strategy Officer Cindy Housing Deloitte's chief data officer Manteo, the founder and CEO of Eagle Alfa. And it Kilduff and Snowflakes, VP of data marketplace and customer product strategy. Matt Glickman. Cindy. Without further ado, the floor is yours. >>Thank you, Mallory. And I am thrilled to have this brilliant team joining us from around the world. And they really bring each a very unique perspective. So I'm going to start from further away. Emmett, Welcome. Where you joining us from? >>Thanks for having us, Cindy. I'm joining from Dublin, Ireland, >>great. And and tell us a little bit about Eagle Alfa. What do you dio >>from a company's perspective? Think of Eagle Alfa as an aggregator off all the external data sets on a word I'll use a few times. Today is a big advantage we could bring companies is we have a data concierge service. There's so much data we can help identify the right data sets depending on the specific needs of the company. >>Yeah. And so, Emma, you know, people think I was a little I kind of shocked the industry. Going from gardener to a tech startup. Um, you have had a brave journey as well, Going from financial services to starting this company, really pioneering it with I think the most data sets of any of thes is that right? >>Yes, it was. It was a big jump to go from Morgan Stanley. Uh, leave the comforts of that environment Thio, PowerPoint deck and myself raising funding eight years ago s So it was a big jump on. We were very early in our market. It's in the last few years where there's been real momentum and adoption by various types of verticals. The hedge funds were first, maybe then private equity, but corporate sar are following quite quickly from behind. That will be the biggest users, in our view, by by a significant distance. >>Yeah, great. Thank um, it So we're going to go a little farther a field now, but back to the U. S. So, Juan, where you joining us from? >>Hey, Cindy. Thanks for having me. I'm joining you from Houston, Texas. >>Great. Used to be my home. Yeah, probably see Rice University back there. And you have a distinct perspective serving both Deloitte customers externally, but also internally. Can you tell us about that? >>Yeah, absolutely. So I serve as the Lord consultants, chief data officer, and as a professional service firm, I have the responsibility for overseeing our overall data agenda, which includes both the way we use data and insights to run and operate our own business, but also in how we develop data and insights services that we then take to market and how we serve our dealers and clients. >>Great. Thank you, Juan. And last but not least, Matt Glickman. Kind of in my own backyard in New York. Right, Matt? >>Correct. Joining I haven't been into the city and many months, but yes, um, based in New York. >>Okay. Great. And so, Matt, you and Emmett also, you know, brave pioneers in this space, and I'm remembering a conversation you and I shared when you were still a J. P. Morgan, I believe. And you're Goldman Sachs. Sorry. Sorry. Goldman. Can you Can you share that with us? >>Sure. I made the move back in 2015. Um, when everyone thought, you know, my wife, my wife included that I was crazy. I don't know if I would call it Comfortable was emitted, but particularly had been there for a long time on git suffered in some ways. A lot of the pains we're talking about today, given the number of data, says that the amount of of new data sets that are always demand for having run analytics teams at Goldman, seeing the pain and realizing that this pain was not unique to Goldman Sachs, it was being replicated everywhere across the industry, um, in a mind boggling way and and the fortuitous, um, luck to have one of snowflakes. Founders come to pitch snowflake to Goldman a little bit early. Um, they became a customer later, but a little bit early in 2014. And, you know, I realized that this was clearly, you know, the answer from first principles on bond. If I ever was going to leave, this was a problem. I was acutely aware of. And I also was aware of how much the man that was in financial services for a better solution and how the cloud could really solve this problem in particular the ability to not have to move data in and out of these organizations. And this was something that I saw the future of. Thank you, Andi, that this was, you know, sort of the pain that people just expected to pay. Um, this price if you need a data, there was method you had thio. You had to use you either ftp data in and out. You had data that was being, you know, dropped off and, you know, maybe in in in a new ways and cloud buckets or a P i s You have to suck all this data down and reconstruct it. And God forbid the formats change. It was, you know, a nightmare. And then having issues with data, you had a what you were seeing internally. You look nothing like what the data vendors were seeing because they want a completely different system, maybe model completely differently. Um, but this was just the way things were. Everyone had firewalls. Everyone had their own data centers. There was no other way on git was super costly. And you know this. I won't even share the the details of you know, the errors that would occur in the pain that would come from that, Um what I realized it was confirmed. What I saw it snowflake at the time was once everyone moves to run their actual workloads in this in the cloud right where you're now beyond your firewall, you'll have all this scale. But on top of that, you'll be able to point at data from these vendors were not there the traditional data vendors. Or, you know, this new wave of alternative data vendors, for example, like the ones that eagle out for brings together And bring these all these data sets together with your own internal data without moving it. Yeah, this was a fundamental shift of what you know, it's in some ways, it was a side effect of everyone moving to the cloud for costs and scale and elasticity. But as a side effect of that is what we talked about, You know it snowflake summit, you know, yesterday was this notion of a data cloud that would connect data between regions between cloud vendors between customers in a way where you could now reference data. Just like your reference websites today, I don't download CNN dot com. I point at it, and it points me to something else. I'm always seeing the latest version, obviously, and we can, you know, all collaborate on what I'm seeing on that website. That's the same thing that now can happen with data. So And I saw this as what was possible, and I distinctly asked the question, you know, the CEO of the time Is this possible? And not only was it possible it was a fundamental construct that was built into the way that snowflake was delivered. And then, lastly, this is what we learned. And I think this is what you know. M It also has been touting is that it's all great if data is out there and even if you lower that bar of access where data doesn't have to move, how do I know? Right? If I'm back to sitting at Goldman Sachs, how do I know what data is available to me now in this this you know, connected data network eso we released our data marketplace, which was a very different kind of marketplace than these of the past. Where for us, it was really like a global catalog that would elect a consumer data consumer. Noah data was available, but also level the playing field. Now we're now, you know, Eagle, Alfa, or even, you know, a new alternative data vendor build something in their in their basement can now publish that data set so that the world could see and consume and be aligned to, you know, snowflakes, core business, and not where we wouldn't have to be competing or having to take, um, any kind of custody of that data. So adding that catalog to this now ubiquitous access, um really changed the game and, you know, and then now I seem like a genius for making this move. But back then, like I said, we've seen I seem like instant. I was insane. >>Well, given, given that snowflake was the hottest aipo like ever, you were a genius. Uh, doing this, you know, six years in advance. E think we all agree on that, But, you know, a lot of this is still visionary. Um, you know, some of the most leading companies are already doing this. But one What? What is your take our Are you best in class customers still moving the data? Or is this like they're at least thinking about data monetization? What are you seeing from your perspective? >>Yeah, I mean, I did you know, the overall appreciation and understanding of you know, one. I got to get my house in order around my data, um, has something that has been, you know, understood and acted upon. Andi, I do agree that there is a shift now that says, you know, data silos alone aren't necessarily gonna bring me, you know, new and unique insights on dso enriching that with external third party data is absolutely, you know, sort of the the ship that we're seeing our customers undergo. Um, what I find extremely interesting in this space and what some of the most mature clients are doing is, you know, really taking advantage of these data marketplaces. But building data partnerships right there from what mutually exclusive, where there is a win win scenario for for you know, that organization and that could be, you know, retail customers or life science customers like with pandemic, right the way we saw companies that weren't naturally sharing information are now building these data partnership right that are going are going into mutually benefit, you know, all organizations that are sort of part of that value to Andi. I think that's the sort of really important criteria. And how we're seeing our clients that are extremely successful at this is that partnership has benefits on both sides of that equation, right? Both the data provider and then the consumer of that. And there has to be, you know, some way to ensure that both parties are are are learning right, gaining you insights to support, you know, whatever their business organization going on. >>Yeah, great one. So those data partnerships getting across the full value chain of sharing data and analytics Emmett, you work on both sides of the equation here, helping companies. Let's say let's say data providers maybe, like, you know, cast with human mobility monetize that. But then also people that are new to it. Where you seeing the top use cases? Well, >>interestingly, I agree with one of the supply side. One of the interesting trends is we're seeing a lot more data coming from large Corporates. Whether they're listed are private equity backed, as opposed to maybe data startups that are earning money just through data monetization. I think that's a great trend. I think that means a lot of the best. Data said it data is yet to come, um, in terms off the tough economy and how that's changed. I think the category that's had the most momentum and your references is Geo location data. It's that was the category at our conference in December 2000 and 12 that was pipped as the category to watch in 2019. On it didn't become that at all. Um, there were some regulatory concerns for certain types of geo data, but with with covert 19, it's Bean absolutely critical for governments, ministries of finance, central banks, municipalities, Thio crunch that data to understand what's happening in a real time basis. But from a company perspective, it's obviously critical as well. In terms of planning when customers might be back in the High Street on DSO, fourth traditionally consumer transaction data of all the 26 categories in our taxonomy has been the most popular. But Geo is definitely catching up your slide. Talked about being a tough economy. Just one point to contradict that for certain pockets of our clients, e commerce companies are having a field day, obviously, on they are very data driven and tech literate on day are they are really good client base for us because they're incredibly hungry, firm or data to help drive various, uh, decision making. >>Yeah, So fair enough. Some sectors of the economy e commerce, electron, ICS, healthcare are doing great. Others travel, hospitality, Um, super challenging. So I like your quote. The best is yet to come, >>but >>that's data sets is yet to come. And I do think the cloud is enabling that because we could get rid of some of the messy manual data flows that Matt you talked about, but nonetheless, Still, one of the hardest things is the data map. Things combining internal and external >>when >>you might not even have good master data. Common keys on your internal data. So any advice for this? Anyone who wants to take that? >>Sure I can. I can I can start. That's okay. I do think you know, one of the first problems is just a cataloging of the information that's out there. Um, you know, at least within our organization. When I took on this role, we were, you know, a large buyer of third party data. But our organization as a whole didn't necessarily have full visibility into what was being bought and for what purpose. And so having a catalog that helps us internally navigate what data we have and how we're gonna use it was sort of step number one. Um, so I think that's absolutely important. Um, I would say if we could go from having that catalog, you know, created manually to more automated to me, that's sort of the next step in our evolution, because everyone is saying right, the ongoing, uh, you know, creation of new external data sets. It's only going to get richer on DSO. We wanna be able to take advantage of that, you know, at the at the pacing speed, that data is being created. So going from Emanuel catalog to anonymous >>data >>catalog, I think, is a key capability for us. But then you know, to your second point, Cindy is how doe I then connect that to our own internal data to drive greater greater insights and how we run our business or how we serve our customers. Andi, that one you know really is a It's a tricky is a tricky, uh, question because I think it just depends on what data we're looking toe leverage. You know, we have this concept just around. Not not all data is created equal. And when you think about governance and you think about the management of your master data, your internal nomenclature on how you define and run your business, you know that that entire ecosystem begins to get extremely massive and it gets very broad and very deep on DSO for us. You know, government and master data management is absolutely important. But we took a very sort of prioritized approach on which domains do we really need to get right that drive the greatest results for our organization on dso mapping those domains like client data or employee data to these external third party data sources across this catalog was really the the unlocked for us versus trying to create this, you know, massive connection between all the external data that we're, uh, leveraging as well as all of our own internal data eso for us. I think it was very. It was a very tailored, prioritized approach to connecting internal data to external data based on the domains that matter most to our business. >>So if the domains so customer important domain and maybe that's looking at things, um, you know, whether it's social media data or customer transactions, you prioritized first by that, Is that right? >>That's correct. That's correct. >>And so, then, Matt, I'm going to throw it back to you because snowflake is in a unique position. You actually get to see what are the most popular data sets is is that playing out what one described are you seeing that play out? >>I I'd say Watch this space. Like like you said. I mean this. We've you know, I think we start with the data club. We solve that that movement problem, which I think was really the barrier that you tended to not even have a chance to focus on this mapping problem. Um, this notion of concordance, I think this is where I see the big next momentum in this space is going to be a flurry of traditional and new startups who deliver this concordance or knowledge graph as a service where this is no longer a problem that I have to solve internal to my organization. The notion of mastering which is again when everyone has to do in every organization like they used to have to do with moving data into the organization goes away. And this becomes like, I find the best of breed for the different scopes of data that I have. And it's delivered to me as a, you know, as a cloud service that just takes my data. My internal data maps it to these 2nd and 3rd party data sets. Um, all delivered to me, you know, a service. >>Yeah, well, that would be brilliant concordance as a service or or clean clean master data as a service. Um, using augmented data prep would be brilliant. So let's hope we get there. Um, you know, so 2020 has been a wild ride for everyone. If I could ask each of you imagine what is the art of the possible or looking ahead to the next to your and that you are you already mentioned the best is yet to come. Can you want to drill down on that. What what part of the best is yet to come or what is your already two possible? >>Just just a brief comment on mapping. Just this week we published a white paper on mapping, which is available for for anyone on eagle alfa dot com. It's It's a massive challenge. It's very difficult to solve. Just with technology Onda people have tried to solve it and get a certain level of accuracy, but can't get to 100% which which, which, which makes it difficult to solve it. If if if there is a new service coming out against 100% I'm all ears and that there will be a massive step forward for the entire data industry, even if it comes in a few years time, let alone next year, I think going back to the comment on data Cindy. Yes, I think boards of companies are Mawr and Mawr. Viewing data as an asset as opposed to an expense are a cost center on bond. They are looking therefore to get their internal house in order, as one was saying, but also monetize the data they are sitting on lots of companies. They're sitting on potentially valuable data. It's not all valuable on a lot of cases. They think it's worth a lot more than it is being frank. But in some cases there is valuable data on bond. If monetized, it can drop to the bottom line on. So I think that bodes well right across the world. A lot of the best date is yet to come on. I think a lot of firms like Deloitte are very well positioned to help drive that adoption because they are the trusted advisor to a lot of these Corporates. Um, so that's one thing. I think, from a company perspective. It's still we're still at the first base. It's quite frustrating how slow a lot of companies are to move and adopt, and some of them are haven't hired CDO. Some of them don't have their internal house in order. I think that has to change next year. I think if we have this conference at this time next year, I would expect that would hopefully be close to the tipping point for Corporates to use external data. And the Malcolm Gladwell tipping point on the final point I make is I think, that will hopefully start to see multi department use as opposed to silos again. Parliaments and silos, hopefully will be more coordinated on the company's side. Data could be used by marketing by sales by r and D by strategy by finance holds external data. So it really, hopefully will be coordinated by this time next year. >>Yeah, Thank you. So, to your point, there recently was an article to about one of the airlines that their data actually has more value than the company itself now. So I know, I know. We're counting on, you know, integrators trusted advisers like Deloitte to help us get there. Uh, one what? What do you think? And if I can also drill down, you know, financial services was early toe all of this because they needed the early signals. And and we talk about, you know, is is external data now more valuable than internal? Because we need those early signals in just such a different economy. >>Yeah, I think you know, for me, it's it's the seamless integration of all these external data sources and and the signals that organizations need and how to bring those into, you know, the day to day operations of your organization, right? So how do you bring those into, You know, you're planning process. How do you bring that into your sales process on DSO? I think for me success or or where I see the that the use and adoption of this is it's got to get down to that level off of operations for organizations. For this to continue to move at the pace and deliver the value that you know, we're all describing. I think we're going to get there. But I think until organizations truly get down to that level of operations and how they're using this data, it'll sort of seem like a Bolton, right? So for me, I think it's all about Mawr, the seamless integration. And I think to what Matt mentioned just around services that could help connect external data with internal data. I'll take that one step beyond and say, How can we have the data connect itself? Eso I had references Thio, you know, automation and machine learning. Um, there's significant advances in terms of how we're seeing, you know, mapping to occur in a auto generated fashion. I think this specific space and again the connection between external and internal data is a prime example of where we need to disrupt that, you know, sort of traditional data pipeline on. Try to automate that as much as possible. And let's have the data, you know, connect itself because it then sort of supports. You know, the first concept which waas How do we make it more seamless and integrated into, you know, the business processes of the organization's >>Yeah, great ones. So you two are thinking those automated, more intelligent data pipelines will get us there faster. Matt, you already gave us one. Great, Uh, look ahead, Any more to add to >>it, I'll give you I'll give you two more. One is a bit controversial, but I'll throw that you anyway, um, going back to the point that one made about data partnerships What you were saying Cindy about, you know, the value. These companies, you know, tends to be somehow sometimes more about the data they have than the actual service they provide. I predict you're going to see a wave of mergers and acquisitions. Um, that it's solely about locking down access to data as opposed to having data open up. Um to the broader, you know, economy, if I can, whether that be a retailer or, you know, insurance company was thes prime data assets. Um, you know, they could try to monetize that themselves, But if someone could acquire them and get exclusive access that data, I think that's going to be a wave of, um, in a that is gonna be like, Well, we bought this for this amount of money because of their data assets s. So I think that's gonna be a big wave. And it'll be maybe under the guise of data partnerships. But it really be about, you know, get locking down exclusive access to valuable data as opposed to trying toe monetize it itself number one. And then lastly, you know. Now, did you have this kind of ubiquity of data in this interconnected data network? Well, we're starting to see, and I think going to see a big wave of is hyper personalization of applications where instead of having the application have the data itself Have me Matt at Snowflake. Bring my data graph to applications. Right? This decoupling of we always talk about how you get data out of these applications. It's sort of the reverse was saying Now I want to bring all of my data access that I have 1st, 2nd and 3rd party into my application. Instead of having to think about getting all the data out of these applications, I think about it how when you you know, using a workout app in the consumer space, right? I can connect my Spotify or connect my apple music into that app to personalize the experience and bring my music list to that. Imagine if I could do that, you know, in a in a CRM. Imagine I could do that in a risk management. Imagine I could do that in a marketing app where I can bring my entire data graph with me and personalize that experience for, you know, for given what I have. And I think again, you know, partners like thoughts. But I think in a unique position to help enable that capability, you know, for this next wave of of applications that really take advantage of this decoupling of data. But having data flow into the app tied to me as opposed to having the APP have to know about my data ahead of time, >>Yeah, yeah, So that is very forward thinking. So I'll end with a prediction and a best practice. I am predicting that the organizations that really leverage external data, new data sources, not just whether or what have you and modernize those data flows will outperform the organizations that don't. And as a best practice to getting there, I the CDOs that own this have at least visibility into everything they're purchasing can save millions of dollars in duplicate spend. So, Thio, get their three key takeaways. Identify the leading indicators and market signals The data you need Thio. Better identify that. Consolidate those purchases and please explore the data sets the range of data sets data providers that we have on the thought spot. Atlas Marketplace Mallory over to you. >>Wow. Thank you. That was incredible. Thank you. To all of our Panelists for being here and sharing that wisdom. We really appreciate it. For those of you at home, stay close by. Our third session is coming right up and we'll be joined by our partner AWS and get to see how you can leverage the full power of your data cloud complete with the demo. Make sure to tune in to see you >>then

Published Date : Dec 10 2020

SUMMARY :

All right, let's get to We're excited to be joined by thought spots. Where you joining us from? Thanks for having us, Cindy. What do you dio the external data sets on a word I'll use a few times. you have had a brave journey as well, Going from financial It's in the last few years where there's been real momentum but back to the U. S. So, Juan, where you joining us from? I'm joining you from Houston, Texas. And you have a distinct perspective serving both Deloitte customers So I serve as the Lord consultants, chief data officer, and as a professional service Kind of in my own backyard um, based in New York. you know, brave pioneers in this space, and I'm remembering a conversation If I'm back to sitting at Goldman Sachs, how do I know what data is available to me now in this this you know, E think we all agree on that, But, you know, a lot of this is still visionary. And there has to be, you know, some way to ensure that you know, cast with human mobility monetize that. I think the category that's had the most momentum and your references is Geo location Some sectors of the economy e commerce, that Matt you talked about, but nonetheless, Still, you might not even have good master data. having that catalog, you know, created manually to more automated to me, But then you know, to your second point, That's correct. And so, then, Matt, I'm going to throw it back to you because snowflake is in a unique position. you know, as a cloud service that just takes my data. Um, you know, so 2020 has been I think that has to change next year. And and we talk about, you know, is is external data now And let's have the data, you know, connect itself because it then sort of supports. So you two are thinking those automated, And I think again, you know, partners like thoughts. and market signals The data you need Thio. by our partner AWS and get to see how you can leverage the full power of

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Caitlin Gordon, Dell Technologies and Lee Caswell, CPBU | Dell Technologies World 2020


 

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to You by Dell Technologies Everyone welcome back to the cubes Coverage of Dell Technologies World Digital Experience I'm John for your host of the Cube Cube. Virtual. We're not in person this year were remote We're doing The interviews were not face to face. So thanks for watching two great guests to talk about the Dell Technology Storage and data protection for the VM Ware environments got Caitlin Gordon, vice President, product management, Dale Technologies and Leak as well. Vice president of Cloud Platform Business Unit, also known as CPB. You for VM where Lee and Cable in Great to see you both. Thanks for coming on. >>Thanks for having me >>s So what? What a crazy year. We're not in person. Usually the the events Awesome. VM world recently went on and then you guys have the same situation role online now and it's >>really kind >>of highlighted the customer environments of cloud needed. But I've been saying this on all my reports and all the Cube interviews that the executives who are in charge and now saying, Look at our modern APS have to be cloud native because the obvious benefits are there and container ization has become mainstream. But yet I d c still forecast about 15% of enterprises are still fully containing rise, with a huge amount of growth coming around the corner. So you're seeing this mature market where containers are validated, they're being put into production. People are now moving hard core with containers. And you have the kubernetes. I gotta ask you, Li, I'm Caitlin. What does this mean for the customers? Are they getting harder pressure points to do things faster? What does it all mean for the customer? >>Yeah, I'll start. Only you can add to it. I mean, I think what we see is the trends that were already happening of now. Accelerated and modern APs were kind of the top of the priority list, but now it has is really expedited. But at the same time, traditional applications haven't gone anywhere. So there's this dichotomy that a lot of I t is dealing with of head Oh, accelerate those modern APs while also streamlining and simplifying my environment for my traditional laps. And not only do I need to the right infrastructure to have that for production workloads, modern, traditional, but also form a data protection standpoint. How to ensure that those are all secure and do all of that in a way that simplifies life for whether it's the data protection admin, the BM admin or even the developer right, all of the different folks involved and needing to make all of their lives simpler has just really exacerbated a challenge and really given us a lot of opportunity to try to solve that for customers together. >>Lee, What's your take on the landscape out there? >>Yeah, I'd emphasized that speed really matters today, right? That we're really looking at. How do you go and deploy new applications faster, right? New ways to get engaged with customers. I mean, it's not happening physically anymore. So how is it happening while it's happening largely through applications? And so as you now basically develop new applications more quickly, containers are a way to speed the pace of applications, and the theme that you know we continue to drive home is that that means infrastructure has to respond more quickly, and it means that for the teams that are managing infrastructure, it really helps if you have a consistent model where you can get mawr done with the same teams and leverage all the experience you have, as well as the security and infrastructure resiliency model that we're bringing together to our customers. >>This brings up the real question, and if this comes up, kind of you see more of the executive level like we need to have a modern application direction. They'll go. Everyone goes, Yeah, of course. Thumbs up. Then they go Try to make that a reality because even though Dev ops and Infrastructures Code is still the viable path, it's hard. It's like Caitlin, we're talking about EJ to core Data center hybrid the multi cloud. There's a lot going on under the hood there. So you guys are doing a lot of stuff together. VM Ware and Dell Technologies. What's the solution for customers? They gotta move faster. As lead pointed out, Caitlin, how are you guys working together to make that infrastructure more modern, faster, programmable and reliable, >>and make it simpler for the customers right? I think it really comes down to one of the most powerful things about the partnership is that from the dull technology standpoint, we have really a plethora of different solutions to support your VM or environment. Whether it's a three tier architecture with Power Edge power store or leveraging the X rail. Or very commonly, it's gonna be both of those. You have the right infrastructure to support the production workloads and have a consistent operating model between them leveraging devils and primary storage side and all the integrations we have with the ex rail. And then we have with power, protect data manager Great integrations in some recent enhancements that make that even better and are now able to protect Tan Xue, protect the VCF management domain and not only have the storage, but also the protection for that environment. But do it in a way that supports what the V A madman needs and also gives that consistent protection, consistent storage, consistent operating model for the rest of I T. And at the same time you're enabling the developers to move faster. >>Lee, You guys have been doing a lot of joint development, and we've been covering a lot of the news VM world. Ah, lot of joint engineering, a lot of joint integrations. You guys have been collaborating with Dell Technologies for a long time. Also, the relationship. Where is that Today? Can you expand on that a little bit and take a minute to explain the joint >>collaboration? I'll start with the fact that you know, good marketing is really easy when you have great engineering. And so the work that we're doing together, like between our companies. Now we have a lot to talk about, right? E mean the work scaling mentioned right around Devil's integration, for example, on power Max right on da npower store, right? I mean, you start looking at the integration work that we're doing together. It means that customers are getting the benefits of the joint integration work and testing right that comes and so you're guaranteed out of the box toe work. Also, you know, don't forget that contain owners and all of the things we're doing around containers. It's basically designed thio accommodate the fact that containers air spun up more quickly or destroyed more quickly, their shared across the hybrid cloud more frequently and without an inherent security model and built in data protection. It's really hard to go and see how you can deploy these with the enterprise resilience that's demanded at enterprise scale. And so that's what we're doing together, right? And, you know, we build great software, Uh, but without great hardware partnerships, it's one hand clapping, right. It's about getting our teams together, right? That really makes it sing at the customer level. >>You know, I think that's a really example of the business. Performance results have come in Vienna, where you guys were doing a great job. Go way back to the years ago when Pat and Raghu we're talking with from Amazon and all. Since then, it's been joint development, join integrations, and that's a great business model for you. And so, Caitlyn, I wanna get back to you. Because at VMRO we covered Project Monterey, the new initiative for the anywhere but a year before they had Project Pacific that came toe life with product results. Tan Xue specifically, you guys have the power protect data manager that we talked about in the summer, but now for Tan Xue supported and Tan Xue environments that super relevant, can you share any updates on your end on the power protect Data Manager and Tan Xue? >>Yeah, I li I couldn't agree more that great engineering mix our jobs a lot more fun and a whole lot easier. So we've been really lucky. And the partnership we've had has really never been stronger. So yeah, but the most recent release of power protect Data Manager introduces the support for that tan xue protection. It also introduces really important things like storage, storage based policy management. So in in biosphere, when you set up a storage policy, you have data protection as part of that and you have the integration with power protect data Manager. So you're able to automatically protect new VM that are created by that storage policy of being applied. >>But >>at the same time, it's also being tracked in power. Protect Data Manager. So you have that consistency across enabling your vitamins and enabling your data protection your i t. Team. To keep track of that, we also have ah tech preview that we did at VM World about how we're working as from Dell technology standpoint to innovate around. How do you protect some of these VMS that are so large and so mission critical that you need to be able to protect them in a new and innovative way that doesn't disrupt the business. And we did a tech preview of that, and it's something you'll hear more about from us, too. But it's PM traditionally would be in this category of unprotected ble because of the impact it could have on the environment and how we're really looking to do that in a more efficient and intelligent way. So we can actually protect those be EMS. And there's there's really a whole lot more. When you talk about objects, scale and everything else that we've done, it's really exciting. And you don't think Lee and I have ever talked as much as we do now. Ah, and it's been a lot of a lot of fun. >>It's been great following both of you guys on the keep interviews over the years. The success in the vision We had early conversations about what the plans where it's kind of all playing out. So I want to congratulate both of you of VM Ware Adele Technology. So good job going forward. The collaboration. I want to get to that in a second, you'll into it. But Caitlin Lee, I want to get your thoughts because one of the big themes this year besides covert and all the issues that that's highlighting. But in the cloud world, automation has been the number one conversation we've been hearing, and with that you got machine learning all the tech around that as you abstract away. The complexity of the infrastructure to make the modern APS automation has been great. The business cross connect is everything is a service we're seeing. This is the big wave coming. Could you guys share your vision on how all this stuff you mentioned V balls and all objects scale all these things? There's a >>lot of >>plumbing underneath and a lot of tooling, a lot of part piece parts. If that gets programmable, >>automation >>kicks in, which then enables everything is the service because you guys both share your vision of what that means in terms of what's going to change and what would it impact the customer? >>Yeah, and it's very relevant for this week, right? Dell Technologies world. That's a big part of what we've announced this week in our commitment to really bringing our portfolio as a service, and it's really interesting, especially for folks like Lee and I, who have been doing kind of mawr product marking and talking about speeds and feeds and thinking about how you make the product life simpler. And how do you automate that? Have the intelligence built in things like Biaro have been such an important part of that, especially with power store coming to market. But if you think about where that leads us, actually changes everything, which is when you have everything as a service and we're really delivering outcomes to our customers and no longer products. That automation is actually just a important and maybe even more important. But it's not the end user that cares about it directly is actually us, because as Dell Technologies, we become the ones managing that infrastructure, owning that infrastructure and the more automation we can bring in, the more intelligence we can build them for ourselves. The more insights we can give to our customers, the better that service can become. And it's really a flip from how we've always been thinking about and really rolling out automation. It's not actually about enabling our end users to do anything. It's actually about enabling them to not worry about any of it, but enable our own organization to support their outcomes better. So it really changes everything. >>Lee, what's your thoughts on this? Everything you've got, V Sphere V Center. You've got all the storage you got all the back up. All this stuff has to be automated. Makes sense. But as a service, how does that impact your world? >>You know, it really does. When you think about the VMRO Cloud Foundation, right, which is the integration of all of our V sphere with Visa. And with these, you know, our NSX products that will be realized. Management suite. Tom Zoo now, right, All of this pulled together. One of things that's interesting is when you go to the public cloud, we have some experience now where we always deliver that full stack together. And what that does is it frees up customers. Thio, go on, focus on the applications, I think and stop looking down the infrastructure. Start looking up at the APS. And so we're offering and bringing that same level of experience to the on premises data centers. And now bridging that across the hybrid cloud that all of a sudden gives you this sense that Hey, I'm future ready. No, matter where I am today. If I'm thinking about the hybrid cloud, I could go on move there, right. And with our partnership with Dell Technologies, there's such a great opportunity to bridge that uniquely, by the way across all of my on premises infrastructure, including common policy based management, back into storage through RV Valls efforts, right and then back in through objects scale right into objects based, uh, applications and through our DP efforts to data protection efforts, then back into, like, date full data protection. And so what you get now is we're helping customers realize that I got this. I could take new Cooper navies orchestrated applications and I could make them work and do it with the same operational model that I have today. Start spending more time on the applications, less time, basically configuring and managing underlying infrastructure. >>Caitlin you mentioned that earlier at the top of the segment, ease of use, making it easier, simpler, great stuff on the on on the future. Lee, I gotta ask you about Project Monterey. We did a lot of coverage on VM World on silicon angle in the Cube. I love how this comes out. It's always, You know, the brain trust that VM Ware lays out the future, they fill it in throughout the year, expect to see some meat on the bone there. But what is that gonna do from for new capabilities and how with Dell Technologies? Because, um, it's end to end, right this Michael Dell and I talked, I think, two years ago, a Dell Tech world. And then last year, he hit the point home hard and to end with Dell Technologies. It kind of feels like it's gonna be a good fit. Could you share how that Monterey project fits in with Dell Technologies? >>Yeah. We're so pleased to be showing this together with Dell Technologies at the VM World to showcase this new idea that you could basically go on, start offloading CPUs and using smart knicks as a way to basically now provide, um or let's call it a, You know, a architecture that allows you to, uh, be responsive to new application needs. So let me talk a little bit about that. So when we opened up Tansu, right, we got this complete inflow pouring of new container base kubernetes orchestrated APS. So what? We found was, Hey, they're driving a lot of CPU needs their driving a lot of scale out security needs for things like distributed firewalls. And so we started looking at this, and what's clear is we need to basically use the CPU very judiciously, So it's basically reserved for the APS. And so what we're doing now is we're basically saying there's an opportunity for us to go in, offload the CPU for things that look more like infrastructure, including S X, I and other things. And at the same time, then we could go and work together with Dell Technologies to be the deployment vehicle. And so, just like Project Pacific, which was going broad, if you will, this project moderate, which is going deep like the canyon, John not far from here, um is, you know, a source of all new discovery right where we'll be working together and over time, just like the Project Pacific name faded to black and became product Tan Xue vcf with Tom juvie sphere. With Hangzhou, we'll see that Project Monterey will evolve into new products coming together with Dell Technologies. >>Caitlin, can you elaborate on Take a min, explain the product how this renders into products because I can also imagine just the benefits just from a security standpoint. Efficiency. If the platform, um, there's a range of things, could you take a minute to >>explain the >>impact on products? >>Yeah, I think you'll hear a lot more about it, but we're obviously excited to be partners on this is Well, and I think it's It's just another example of the more intelligent the infrastructure can become than the rest of the entire I T organization can run more efficiently and that that can come in the form of the A. I built into power, Max, that can come in the form of the evils that we have both in Power Max and Power Store that can come in the form of even just the fact that we have now built a fully containerized S three compatible objects or platform called objects scale which we have no in early access. Um, that can run on the V sand data persistence platform, and it just gives you the ability to leverage this all of the right technology. And we can continue to really partner on that. I think Project Monterey really opens up even more opportunities to do that, and you'll certainly hear more from us on that in the future. >>I >>mean, you got compression, you got encryption. A lot of benefits across the board. Great to have you guys both on and your graduation. The great event. Final question for both of you, talk about this has been a crazy year. We're not face to face, so everything will be online. What should customers and partners and people watching know about the relationship between VM Ware and Dell Technologies this year? What's the big message to take away? What should people walk away with and and think about? >>I think it's It's never been stronger than ever, uh, than it's been than it is right now. We have never had >>more >>breath and more depth of integration. I think that the partnership on the engineering level, on the product management level on the marketing level, we have really never been in a better place. And you know what? What? My team is really enjoyed with VM world season and you're coming up on Deltek. World season is we've really enjoyed the fact that we've had so much richness >>of >>that integration to talk >>about, and >>we also know there's even more coming. So I, you know, from from my standpoint, if we really feel it and probably the best and most rewarding time we hear about that, is when we bring new things into market, we hear that back. And when Power Store came into the market and over the past few right kind of first months in market, one of the most resounding feedback that has come out as one of the most differentiated parts is that it? It's so incredibly integrated with VM ware. But we've even gotten questions from analysts asking, you know, did you purposely make it feel like you are really working similarly to a B M or environment? And you know what? That just shows how closely we have been working as organizations is that it comes a very seamless experience for our customers. >>Lee Final Word. >>What >>should people walk away with this year on the relationship between Be and we're in Dell Technologies? >>Well, I think the best partnerships right are ones that are customer driven. And what you're finding here is customers. They're actually encouraging us, right? We're doing a lot of three way meetings now, right where customers like, Hey, tell me how you're going to go involved this. How do I How do I basically modernized right and preserve my existing investment, perhaps Or, you know, update here, Or how do I grow like customers have really complex individual situations. And what you confined right is that we're helping jointly not, you know, just simply with the engineering side, which is awesome, but also with the idea that we're helping customers go on deploy responsibly in a time where it's very difficult to plan. And so if you come to us, we can help you jointly plan for the future in uncertain times and make sure that you're gonna be successful. And that's just a great feeling when you're a customer looking at, How do you deploy going forward in this? You know, with the amount of pace of change that we've got, >>I want to congratulate. Both of you have been following you guys. Success has been proven out on the business results and also the products and the enablement that you guys are providing customers been great. Thanks for coming on. Great to see both of you have a great event. Thanks for. Come on. >>Thank you. It's a pleasure. >>Okay, I'm John for your here with the Cube. Covering Del Technology Worlds Digital experience 2020 The Cube Virtual. >>Thanks for watching.

Published Date : Oct 21 2020

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It's the Cube with digital coverage of Dell VM world recently went on and then you guys have the same situation role online now And you have the kubernetes. But at the same time, the experience you have, as well as the security and infrastructure resiliency model that we're bringing So you guys are doing a lot of stuff together. devils and primary storage side and all the integrations we have with the ex rail. Can you expand on that a little bit and take a minute to explain the joint It's really hard to go and see how you can deploy these with you guys have the power protect data manager that we talked about in the summer, And the partnership we've had has really never been stronger. of the impact it could have on the environment and how we're really looking to do that in a more efficient and with that you got machine learning all the tech around that as you abstract away. If that gets programmable, owning that infrastructure and the more automation we can bring in, the more intelligence we can build You've got all the storage you And now bridging that across the hybrid cloud that all of a sudden gives you this that VM Ware lays out the future, they fill it in throughout the year, expect to see some meat on the bone there. And at the same time, Caitlin, can you elaborate on Take a min, explain the product how this renders into products because I can also that can come in the form of the evils that we have both in Power Max and Power Store Great to have you guys both on and your graduation. I think it's It's never been stronger than ever, uh, than it's been than it is right now. level, on the product management level on the marketing level, we have really never that has come out as one of the most differentiated parts is that it? And so if you come to us, we can help you jointly plan for the future in uncertain times and also the products and the enablement that you guys are providing customers been great. It's a pleasure. Okay, I'm John for your here with the Cube.

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John Roese, Dell Technologies | Dell Technologies World 2020


 

(bright music) >> Announcer: From around the globe, it's theCUBE with digital coverage of Dell Technologies World Digital Experience. Brought to you by Dell Technologies. >> Hello, and welcome back to theCUBE's virtual coverage of Dell Technologies World Digital Experience. I'm John Furrier, your host of theCUBE here for this interview. We're not face to face this year, we're remote because of the pandemic. We've got a great guest, CUBE alumni, John Roese who's the Global Chief Technology Officer at Dell Technologies. John, great to see you. Thank you for remoting in from New Hampshire. Thanks for your time and thanks for coming on. >> Oh, glad to be here. Glad to be here from New Hampshire. The travel is a lot easier this way so-- >> It's been an interesting time. What a year it's been with the pandemic, the good, bad, and the ugly has been playing out. But if you look at the role of technology, the big theme this year at Dell Technologies World is the digital transformation acceleration. Everyone is kind of talking about that, but when you unpack the technology side of it, you're seeing a technology enablement theme that is just unprecedented from an acceleration standpoint. COVID has forced people to look at things that they never had to look at before. Disruption to business models and business systems like working at home. (Furrier laughs) Who would have forecasted that kind of disruption. Workloads changing, workforces working differently with in the mid of things. So an absolute exposure to the core issues and challenges that need to be worked on and double down on. And some cases, projects that might not have been as a priority. So you have all of this going on, customers really trying to double down on the things that are working, the things they need to fix, so they can come out of the pandemic with a growth strategy with modern apps, with cloud and hybrid and multicloud. This has been a huge forcing function. I'd love to get your first reaction to that big wave. >> Yeah, no, no, I think as a technologist, sometimes you can see the future maybe a little clearer than the business people can. Because there's one thing about technology, it either is, or it isn't. Either is code or hardware and real or it's marketing. And we knew the technology evolution was occurring, we knew the multicloud world was real, we knew that machine intelligence was real. And we've been working on this for maybe decades. But prior to COVID, many of these areas were still considered risky or speculative. And people couldn't quite grok exactly why they wanted a machine doing work on their behalf or why they might want an AI to be a participant in their collaboration sessions or why they might want an autonomous vehicle at all. And we were talking about how many people autonomous vehicles that were going to kill as opposed to how many that we're going to help. Then we had COVID. And suddenly we realized that the fragility of our physical world and the need for digital is much higher. And so it's actually opened up an enormous accelerant on people's willingness to embrace new technologies. And so whether it's a predictable acceleration of machine intelligence or autonomous systems, or this realization that the cloud world is actually more than one answer, there's multiple clouds working together. Because if you try to do a digital transformation acceleration, you realize that it's not one problem. It's many, many problems all working together, and then you discover that, hey, some of these can be solved with cloud one and some can be solving with cloud two, and some of them you want to do in your own infrastructure, in a private cloud, and some might belong at the edge. And then suddenly you come to this conclusion that, hey, having strategy has to deal with this system as a system. And so across the board, COVID has been an interesting catalyst to get people to really think practically about the technology available to them and how they might be able to take advantage of it quicker. And that's a mixed blessing for us technologists because they want things sooner, and that means we have to do more engineering. But at the same time, open-minded consumers of technology are very helpful in digital transformations. >> Well, I want to unpack that rethinking with COVID and post COVID. I mean, everything is going to come down to before COVID and after COVID world. I think it's going to be the demarcation that's going to be looked at historically. Before we get into that though, I want to get your thoughts on some of the key pillars of these transformational technologies in play today. Last year at Dell World, when we were physically face to face, we were laying out on theCUBE and in our analysis, the Dell Technologies has got an end to end view. You saw a little bit at VMworld this year, the Project Monterey, is looking much more systematically across the board. You mentioned systems as consequences. The reaction of changes. But lay out for us the key areas, the key pillars of the transformational technologies that customers need to look at now to drive the digital path. >> Yeah, we cast a very wide net. We look at literally thousands of technologies, we organize them and we try to understand and predict which ones are going to matter. And it turns out that over the last couple of years, we figured out there's really six, what I'll call expanding technology areas that are actually probably likely to be necessary for almost any digital transformation. And they aren't exactly what people have been doing historically. So in no particular order, and they may sound obvious, but when you think about your future, it's very likely all six of these are going to touch you. The first is, the obvious one of being able to develop and deliver a multicloud. The cloud journey is by no means done. We are at like the second inning of a nine inning game, maybe even earlier. We have barely created the multiple cloud world, much less the true multicloud world, and then really exploiting and automating has work to be done. But that's a strategic area for us and everybody to navigate forward. In parallel to that, what we realize is that multiple cloud is no longer just present in data centers and public clouds, it's actually existing in the real world. So this idea of edge, the reconstituting of IT out in the real world to deliver the real time behavior necessary to actually serve what we predict will be about 70% of the world's data that will happen outside of data centers. The third is 5G. And that's a very specific technology, and I have a long telco background. I was the CTO of one of the largest telecom companies in the world and I was involved in 2G, 3G and 4G. (Furrier chuckles) 5G is not another G. It is not just faster 4G. It does that, but with things like massive machine type communication with having a million sensorized devices in a kilometer or ultra reliable, low latency communication. The ability to get preferential services to critical streams of data across the infrastructure, mobile edge compute, putting the edge IT out into the cellular environment. And the fact that it's built in the cloud and IT era. So it's programmable, software defined. 5G is going to go from being an outside of the IT discussion to being the fabric inside the IT discussion. And so I will bet that anybody who has people in the real world and that they're trying to deliver a digital experience, will have to take advantage of the capabilities of 5G to do it right. But super strategic important area for Dell and for our industry. Continuing on, we have the data world, the data management world. It's funny, we've been doing data as an industry for a very long time, but the world we were in was the data at rest world, databases, data lakes, traditional applications. And that's great. It still matters, but this new world of data in motion is beginning. And what that means is the data is now moving into pipelines. We're not moving it somewhere and then figuring it out, we're figuring it out as the data flows across this multicloud environment. And that requires an entirely different tool, chain, architecture and infrastructure. But it's incredibly important because it's actually the thing that powers most digital transformation if they're real time. In parallel to that, number five on the list is AI and machine learning. And we have a controversial view on this. We don't view AI as purely a technology. It clearly is a technology, but what we really think customers should think about it as is as a new class of user. Because AIs are actually some of the most aggressive producers and consumers of data and consumers of IT infrastructure. We actually estimate that within the next four or five years, the majority of IT capacity in an enterprise environment will actually be consumed at the behest of the machine learning algorithm or an AI system than a traditional application or person. And all you have to do is do one AI project to understand that I'm correct, because they are just massive demand drivers for your infrastructure, but they have massive return on that demand. They give you things you can't do without them. And then last on the list is this area of security. And to be candid, we have really messed up this area as an industry. We have a security product for every problem, we have proliferation of security technologies. And to make matters worse, we now operate most enterprises on the assumption the bad guys are already inside and we're doing things to prevent them from causing harm. Now, if that's all it is, we really lost this one. So we have an obligation to reverse this trend, to start moving back to embedding the security and the infrastructure with intrinsic security, with zero trust models, with things like SASSY, which is basically creating new models of the edge security paradigm to be more agile and software defined. But most importantly, we have to pull it all together and say, "You know what we're really measuring is the trustworthiness "of the systems we work with, "not the individual components." So this elevation of security to trust is going to be a big journey for all of us. And every one of those six are individual areas, but when you combine them, they actually describe the foundation of a digital transformation. And so it's important for people to be aware of them, it's important for companies like Dell to be very active in all of them, because ultimately what you have today, plus those six properly executed, is the digital transformation outcome that most people are heading towards. >> You just packed it all six pillars into one soundbite. That was awesome. Great insight there. One of the things that's interesting, you mentioned AI. I love that piece around AI being a consumer. They are a consumer of data, they're also a consumer of what used to be handled by either systems or humans. That's interesting. 5G is another one. Pat Gelsinger has said at VMworld that 5G, and when I interviewed him he said 5G is a business app, not a consumer app. Yet, if you look at the recent iPhone announcement by Apple, iPhone 12, and iPhone 12 Pro, 5G is at the center of that announcement. But they're taking it from a different perspective. That's a real world application. They've got the watch, they have new chips in their devices, huge advantage. It's not just bandwidth. And remember the original iPhone launch with 3G if you remember. That made the iPhone. Some are saying if it didn't have the 3G or 2G and 3G, I think it was 3G in the first iPhone. 3G, it would have not been as successful. So again, Apple is endorsing 5G. Gelsinger talks about it as a business app. Double down on that, because I think 5G will highlight some of the COVID issues because people are working at home. They're on the go. They want to do video conferencing. Maybe they want to do this programmable. Unpack the importance of 5G as an enabler and as an IT component. >> Yeah. As I mentioned, 5G isn't just about enhanced mobile broadband which is faster YouTube. It's about much more than that. And because of that combination of technologies, it becomes the connective tissue for almost every digital transformation. So our view by the way, just to give you the Dell official position, we actually view that the 5G or the telecom industry is going through three phases around 5G. The first phase has already happened. It was an early deployment of 5G using traditional technology. It was just 5G as an extension of the 4G environment. That's great, it's out there. There's a phase that we're in right now, which I call the geopolitical phase, where all of a sudden, everybody from companies to countries to industries have realized this is really important. And we have to figure out how to make sure we have a secure source of supply that is based on the best technology. And that has created an interest by people like Dell and VMware and Microsoft, and many other companies to say, "Wait a minute. "This isn't just a telecom thing. "This is, as Pat said a business system. "This is part of the core of all digital." And so that's pulled people like Dell and others more aggressively into the telecom world in this middle phase. But what really is happening is the third phase. And the third phase is a recasting of the architecture of telecom to make it much more like the cloud and IT world. To separate hardware from software, to implemented software defined principles, to putting machine interfaces, to treat it like a cloud and IT system architecturally. And that's where things like OpenRAN, integrated open networks, and these new initiatives are coming into play. All of that from Dell perspective is fantastic because what it says is the telecom world is heading towards companies like us. And so, as you may know, we set up a brand new telecom business at scale up here to our other businesses this year. We already are doing billions of dollars in telecom, but now we believe we should be playing a meaningful tier-one role in this modern telecom ecosystem. It will be a team sport. There's lots of other players we have to work with. But because of the breadth of applications of 5G. And whether it's again, an iPhone with 5G is great to do YouTube, but it's incredibly powerful if you run your business applications on there, and what you want to actually deliver is an immersive augmented experience. So without 5G, it will be very hard to do that. So it becomes a new and improved client. We announced a Latitude 9,000 Series, and we're one of the first to put out a 5G enabled laptop. In certain parts of the world, we're now starting to ship these. Well again, when you have access to millimeter wave and gigabit speed capacity, you can do some really interesting things on that device, more oriented towards what we call collaborative computing which the client device and the adjacent infrastructure have so much bandwidth between them, that they look like one system. And they can share the burden of augmented reality, of data processing, of AI processing all in the real time domain. Carry that a little further, and when we get into the areas like healthcare transformation or educational transformation. What we realize immediately is reach is everything. You want to have a premium broadband experience, and you need a better system to do that. But really the thing that has to happen is not just a Zoom call, but an immersive experience in which a combination of low bandwidth, always on sensors are able to send their data streams back. But also, if you want to have a more immersive experience to really exploit your health situation, being able to do it with holography and other tools, which require a lot more bandwidth is critical. So no matter where you go in a digital transformation in the real world that has real people and things out in the real world involved in it, the digital fabric for connectivity is critical. And you suddenly realize the current architecture's pre-5G aren't sufficient. And so 5G becomes this linchpin to basically make sure that the client and the cloud and the data center all have a framework that they can actually work together without, let's call it a buffering resistance between them called the network. Imagine if the network was an enabler, not an impediment. >> Yeah, I think you're on point here. I think this is really teases out to me the next-gen business transformation, digital transformation because if you think about what you just talked about, connective tissue, linchpin with 5G, data as a driver, multicloud, the six pillars you laid out, and you mentioned systems, connective tissue systems. I mean, you're basically talking tech under the hood like operating system mindset. These systems design are interesting. If you put the pieces together, you can create business value. Not so much speeds and feeds, business value. You mentioned telco cloud. I find that fascinating. I've been saying on theCUBE for years, and I think it's finally playing out. I want to get your reactions of this is, this rise of the specialty cloud. I called it tier-one on the power law kind of the second wave of cloud. Look at Snowflake. They went public. Biggest IPO in the history of the New York Stock Exchange of Wall Street, second to VMware. They built on Amazon. (Furrier laughs) Okay. You have the telco cloud, we have theCUBE cloud, we have the media cloud. So you're seeing businesses looking at the cloud as a business model opportunity, not just buying gear to run something faster, right? So you're getting at something here where it's real benefits are now materializing and are now visible. First of all, do you agree with that? I'm sure you do. I'd love to get your thoughts on that. And if you do, how do companies put this together? Because you need software, you got to have the power source with cloud. What's your reaction to that? >> Absolutely. I think, now obviously there are many clouds. We have some mega clouds out there and then we have lots of other specialty clouds. And by the way, sometimes you remember we view cloud as an operating model, an experience, a way to present an IT service. How it's implemented is less important than what it looks like to the user. Your example of Snowflake. I don't view Snowflake as AWS. I view Snowflake as a storage business. (Furrier chuckles) >> It's a business. >> It's a business cloud. I mean, they could lift it up and move it onto another cloud infrastructure and still be Snowflake. So, as we look forward, we do see more of the consumables that we're going to use and digital transformation appearing as these cloud services. Sometimes they're SaaS cloud, sometimes they're an infrastructure cloud, sometimes they're a private cloud. One of the most interesting ones though that we see that hasn't happened yet is the edge clouds that are going to form. Edge is different. It's in the real time domain, it's distributed. If you do it at scale, it might look like massive amounts of capacity, but it isn't infinite in one place. Public cloud is infinite capacity all in one place. An edge cloud is infinite capacity distributed across 50,000 points of presence at which each of them has a finite amount of capacity. And the other difference though, is that edge clouds tend to live in the real time domain. So 30 millisecond round trip latency. Well, the reason this one's exciting to me is that when you think about what happened at the software and business model innovation, when for instance public clouds and even co-location became more accessible, companies who had this idea that needed a very large capacity of infrastructure that could be consumed as a service suddenly came into existence. Salesforce.com go through the laundry list. But all of those examples were non-real time functions because the clouds they were built on were non-real time clouds if you take them in the end to end, in the system perspective. We know that there are going to be both from the telecom operators and from cloud providers and co-location providers, and even enterprises, a proliferation of infrastructure out in the real time domain called edges. And those are going to be organized and delivered as cloud services. They're going to be pools of flexible elastic capacity. What excites me is suddenly we're going to spawn a level of innovation, where people who had this great idea that they needed to access cloud light capacity, but they ran into the problem that the capacity was too far away from the time domain they needed to operate. And we've already seen some examples of this in AR and VR. Autonomous vehicles require a real time cloud near the car, which doesn't exist yet. When we think about things like smart cities and smart factories, they really need to have that cloud capacity in the time domain that matters if they want to be a real time control system. And so, I don't know exactly what the innovation is going to be, but when you see a new capability show up, in this case, it's inevitable that we're going to see pools of elastic, consumable capacity in the real time environment as edges start to form. It's going to spawn another innovation cycle that could be as big as what happened in the public cloud environment for non-real time. >> Well, I think that's a great point in time series. Databases for one would be one instant innovation. You mentioned data, data management, time is valuable to the latency and this maybe not viable after if you're a car, right? So you pass them. So again, all different concepts. And the one thing that, first of all, I agree with you on this whole cloud thing. A nice edge cloud is going to develop nicely. But the question there is it's going to be software defined, agreed. Security, data, you've got databases, you've got software operated. You mentioned security being broken, and security product for every problem. And you want to bake it in, intrinsic or whatever you call it these days. How do you get the security model? Because you've got access. Do you federate that? How do you build in security at that level? Whether it's a space satellite or a moving vehicle, the edge is the edge. So what's your thoughts on security as you're looking at this mobility, this agility is horizontally scalable distributed system. What's the security paradigm? >> Well the first thing, it has nothing to do with security, but impacts your security outcome in a meaningful way when you talk about the edge. And that is, we have got to stop getting confused that an edge is a single monolithic thing. And we have got to start understanding that an edge is actually a combination of two things. It is a platform that will provide the capacity and a workload that will do the job, the code. And today, what we find is many people are advocating for edges are actually delivering an end to end stack that includes bespoke hardware, its infrastructure, and the workloads and capabilities. If that happens, we end up with 1,000 black boxes that all do one thing, which doesn't make any sense out in the real world. So the minute you shift to what the edge is really going to be, which is a combination of edge platforms and edge workloads, you start your journey towards a better security model. First thing that happens is you can secure and make a high integrity the edge platform. You can make sure that that platform has a hardware to trust, that it operates potentially in a zero trust model, that it has survivability and resiliency, but it doesn't really care what's running on it as much as it has to be stable. Now if you get that one right, now at least you have a stable platform between your public and private environments and the edge. At the workload level though, now you have to think about, well, edge workloads actually should not be bloated. They should not be extremely large scale because there's not enough capacity at the edge. So concepts like SASSY is a good example, which is one of the analyst firms that coined that term. But I like the concept, which is, hey, what if at the edge you're delivering the workload, but the workload is protected by a bunch of cloud-oriented security services that effectively are presented as part of the service chain? So you don't have to have your own firewall built into every workload because you're in an edge architecture, you can use virtual firewalling that's coming to you as a software service, or you can use the SDN, the service chain it into the networking path, and then you can provide deep packet inspection and other services. It all goes back to this idea that, when you deal with the edge, first and foremost, you have to have a reliable stable platform to guarantee a robust foundation. And that is an infrastructure security problem. But then you have to basically deal with the security problems of the workload in a different way than you do it in a data center. In a data center, you have infinite computing. You can put all kinds of appendages on your code, and it's fine because there's just more compute next to you. In the edge, we have to keep the code pure. It has to be an analytics engine or an AI engine for systems control in a factory. And the security services actually have to be a function of the end to end path. More likely delivered as software services slightly upstream. That architectural shift is not something people have figured out yet. But if we get it right, now we actually have a modern, zero trust distributed, software defined, service changeable, dynamic security architecture, which is a much better approach to an intrinsic security than trying to just hard-code the security into the workload and tie it to the platform which never has worked. So we're going to have to have a pretty big rethink to get through this. But for me, it's pretty clear what we have to do. >> Now I'd say that's good observation. Great insight. I'll just double down and ask a followup on that. I get that. I see where you're going with that software defined, software operated service. I love the SASSY concept. We've covered it. But the edge is still purpose-built devices. I mean, we've talked about an iPhone, and you're talking about a watch, you're talking about a space module, whatever it is at the edge on a tower, it could be a radio. I mean, whatever it is, you seem to have purpose-built hardware. You mentioned this root of trust. That'll kind of never kind of go away. You're going to have that. What's your thoughts on that as someone who realizes I got to harden the edge, at least from a hardware standpoint, but I want to be enabled for self-defined. I don't want to have a product be purpose-built and then be obsolete in a year. Because that's again the challenge of supply chain management, building hardware. What's your thoughts on that? >> Yeah. Our edge strategy, we double click a little bit is different than the strategy to build for a data center. We want consistency between them, but there's actually five areas of edge that actually are specific to it. The first is the hardware platform itself. Edge hardware platforms are different than the platforms you put in data centers, whether it be a client or the infrastructure underneath it. And so we're already building hardened devices and devices that are optimized for power and cooling and space constraints in that environment. The second is the runtime on that system is likely to be different. Today we use the V Cloud Foundation where that works very well, but as you get smaller and smaller and further away, you have to miniaturize and reduce the footprint. The control plane, we would like to make that consistent. We are using Tanzu and Dell Technologies Cloud Platform to extend out to the edge. And we think that having a consistent control plan is important, but the way you adapt something like Tanzu from the edge is different because it's in a different place. The fourth is life cycle, which is really about how you secure, how you deploy, how you deal with day two operations. There's no IT person out at the edge, so you're not in a data center. So you have to automate those systems and deal with them in a different way. And then lastly, the way you package an edge solution and deliver it is much different than the way you build a data center. You actually don't want to deal with those four things I just described as individual snowflakes. You want them packaged and delivered as an outcome. And that's why more and more of the edge platform offerings are really cloudlets or they're a platform that you can use to extend your IT capacity without having to think about Kubernetes versus VMs versus other things. It's just part of the infrastructure. So all of that tells us that edge is different enough, that the way you designed for it, the way you implement it, and even the life cycle, it has to take into account that it's not in a data center. The trick is to then turn that into an extended multicloud where the control plane is consistent, or when you push code into production with Kubernetes, you can choose to land that container in a data center or push it out to the edge. So you have both a system consistency goal, but also the specialization of the edge environment. Everything from hardware, to control plane, to lifecycle, that's the reality of how these things have to be built. >> That's a great point. It's a systems architecture, whether you're looking at from the bottoms up component level to top down kind of policy and or software defined. So great insight. I wish we had more time. I'd love to get you back and talk about data. We were talking before you came on camera about data. But quickly before we go, your thoughts on AI and the consequences of AI. AI is a consumer. I love that insight. Totally agree. Certainly it's an application. Technology is kind of horizontal. It can be vertically specialized with data. What's your thoughts on how AI can be better for society and some of the unintended consequences that we manage that. >> Yeah, I'm an optimist. I actually, we've worked with enough AI systems for long enough to see the benefit. Every one of Dell's products today has machine intelligence inside of it. So we can exceed the potential of its hardware and software without it. It's a very powerful tool. And it does things that human beings just simply can't do. I truly believe that it's the catalyst for the next wave of business process functionality, of new innovation. So it's definitely not something to stay away from. That being said, we don't know exactly how it can go wrong. And we know that there are examples where corrupted or bad bias data could influence it and have a bad outcome. And there are an infinite set of problems to go solve with AI, but there are ones that are a little dangerous to go pursue if you're not sure. And so our advice to customers today is, look, you do not need to build The Terminator to get advantage from AI. You can do something much simpler. In fact, in most enterprise context, we believe that the best path is go look at your existing business processes, where there is a decision that's made by a human being, and it's an inefficient decision. And if you can locate those points where a supply chain decision or an engineering decision or a testing decision is done by human beings poorly, and you can use machine intelligence to improve it by five or 10%, you will get a significant material impact on your business if you go after the right processes. At Dell we're doing a ton of AI and machine learning in our supply chain. Why is that important? Well, we happen to have the largest tech supply chain in the world. If we improve it by 1%, it's a gigantic impact on the company. And so our advice to people is you don't have to build man autonomous car. You don't have to build The Terminator. You can apply it much more tactically in spaces that are much safer. Even in the HR examples, we tell our HR people, "Hey, use it for things like performance management "and simplifying the processing of data. "Don't use it to hire a bot." That's a little dangerous right now. Because you might inadvertently introduce racism or sexism into that, and we still have some work to do there. So it's a very large surface area. Go where the safe areas are. It'll keep you busy for the next several years, improving your business in dramatic ways. And as we improve the technology for bias correction and management of AI systems and fault tolerance and simplicity, then go after the hard one. So this is a great one. Go after the easy stuff. You'll get a big benefit and you won't take the risk. >> You get the low hanging fruit learn, iterate through it. I'm glad you guys are using machine learning and AI in the supply chain. Make sure it's secure, big issue. I know you guys were on top of it and have a great operation there. John, great to have you on. John Roese, the Global Chief Technology Officer at Dell Technologies. Great to have you on. Take a minute to close out the last minute here. What's the most important story from Dell Technologies World this year? I know it's virtual. It's not face to face. But beyond that, what's the big takeaway in your mind, if you could share one point, what would it be for the folks watching? >> Yeah, I think the biggest point is something we talked about, which is we are in a period of digital transformation acceleration. COVID is bad, but it woke us up to the possibilities and the need for digital transformation. And so if you were on the fence or if you're moving slowly and now you have an opportunity to move fast. However, moving fast is hard if you try to do it by yourself. And so we've structured Dell, we've the six big areas we're focused on. They only have one purpose, it's to build the modern infrastructure platforms to enable digital transformation to happen faster. And my advice to people is, great. You're moving faster. Pick your partners well. Choose the people that you want to go on the journey with. And we think we're well positioned for that. And you will have much better progress if you take a broad view of the technology ecosystem and you've lightened up the appropriate partnerships with the people that can help you get there. And the outcome is a successful digital leader just is going to handle things like COVID and ease disruption better than a digital laggard. And we now have the data to prove that. So it's all about digital acceleration is the punchline. >> Well great to have you on. Great segment, great insight. And thank you for sharing the six pillars and the conversation. Super relevant on what's going on to create new business value, new opportunities for businesses and society. I'm John Furrier with theCUBE. Thanks for watching. (bright music)

Published Date : Oct 21 2020

SUMMARY :

Brought to you by Dell Technologies. We're not face to face this year, Oh, glad to be here. and challenges that need to be about the technology available to them that customers need to look at now and the infrastructure and iPhone 12 Pro, 5G is at the center But because of the breadth multicloud, the six pillars you laid out, And by the way, We know that there are going to be both And the one thing that, first of all, of the end to end path. I love the SASSY concept. that the way you designed for and some of the unintended And so our advice to John, great to have you on. Choose the people that you want to go Well great to have you on.

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