>>From the Bellagio hotel in Las Vegas. It's the cube covering UI path forward for brought to you by UI path. >>Hey, welcome back to Las Vegas. Lisa Martin, with Dave Volante, the cube is here, live at UI path forward for very excited to be here in person. Next topic, the smart factory, a couple of guests here to unpack that for us, Jason Brixton joins us the smart factory lead at Deloitte and Thomas Hanson, the CRO of UI path gentlemen, and welcome to the program. Thank you. Thank you for having us great to have you great to be in person. Let's talk about smart track factory factory Ford auto. What is it from Deloitte perspective and then UI path. >>So if you think about smart factory, it's really that transition from the old kind of analog manufacturing environment to the digital, digital operating type environment that we see today. So technology has really changed in the last three or four years. And as a result of that elevation of technology, we're able to do a lot more on the manufacturing floor than we ever could. So what used to be more analog or hybrid with a little bit of technology is now starting to shift really to end to end integrated manufacturing operations that are based on digital platforms and we're loving it. It's a great place to be >>Great. Tell us what's your perspective? >>Well, first of all, it's great to be here. Thank you for the invite. It's so nice to be away from soon calls or, or other type of, uh, of calls, right. And be in person. Uh, look, we have an amazing partnership with the lights. Um, we have worked together for years. We've done more than 400 joint engagements with the large companies across the world. And in that process, we've really gone deeper from a vertical and industry perspective and smart factory is really the starting point of going super specific and figuring out what does automation or how does automation rather play into, um, to a, to a smart factory, like a beautiful trombone, that music from a beautiful trombone. >>So years ago, we wrote a piece talking about the cloud as an opportunity and how to take advantage of it. And one of the, the premise of the piece was you've got to build ecosystems and maybe it's within an industry or within a practice and build data in different disciplines because the power of many versus the capabilities of one, this smart factory initiative that you guys have going, it feels like an ecosystem play. Can you describe that ecosystem? Who's involved? I know SAP in for AWS, but, but tell us more about the ECOS. >>Yeah, sure. So your, your hunch, there is a great one, right? We, we learned early on that trying to do this as Deloitte or Deloitte plus one just, wasn't going to get it done, right? You really needed to harness the power of the many. And so at the, at the core of what we're doing at the smart factory at Wichita, that you alluded to is about bringing an ecosystem to life. So we have 21 partners that are going to be participating out of the gate with the smart factory. Wichitan the intent is to show a seamless solution and actual end-to-end production facility that showcases 21 amazing technologies and partners. And we're just really thrilled about what we're able to show our clients. So, >>Yep. So Koch industries owns Inforce. So obviously that's the Wichita connection, is that right? So they got to be involved in this. I mean, they were amazing company, but what can you tell us about, uh, their, their involvement? >>Yep. So Coke, obviously the in for connection, uh, Dragos, which is another in four company as a founder within, uh, within the ecosystem, which is fantastic. There they play at the core. They're also an incredibly important client, right? So the Coke business on the whole is critical to how we think about manufacturing across a whole range of industries from discreet production to scale process. Um, they're fantastic partners and we've had a great time working with them. And you guys are just, >>It's about to launch through soft launch. Can you tell us more where you are in the progression? >>Sure. So soft launch started two days ago. Oh wow. So the building, we have the keys, uh, we are doing some visits with a handful of friends and family, that ecosystem partners that you mentioned, there'll be coming out, uh, to see it and to provide some feedback. And then we go live in earnest in January >>At Thomas where's UI path fit. >>Well, we fit in essay as a key part in this initiative. Um, look, we, as a company, we are part the preferred partner. First, we do all our business together with partners and we have right about almost 5,000 partners now, globally. And then there's a few, then there's a few in that 5,000 that are unique that really stand out. And Deloitte of course is one of those very, very special partners that we work with globally, but also locally here in the us, across all the states across all the industries. So we're thrilled to be part of this automation plays a key key part of smart factory. When you think about it, the evolution of work there's so much boring, mundane work on there. Humankind is better served, spending their time and effort on the non mundane on the innovative on the creative. And that's what we try to ensure that the humans in the loop so to speak are focused on the innovative work, the graded work, and we have software robots, RPA automation handle all that boring and mundane work, >>Right? Letting the folks focus on the value, add to themselves a value add to the organization, more strategic investments. Thomas question for you is in terms of you talked about this being horizontal across industries, but I'm curious about what some of the feedback is from some of your customers, 8,000 customers. Now you've got a very large what, 726 million ARR, huge lot of customers over a hundred million ARR. What's been the feedback from some of those guys. >>Well, so first of all, uh, personally, I I've been in enterprise software for more than 20 years. And what I've experienced over the years are most large scale enterprise software projects tends to be multi-year in nature, be rather complex. And the failure rate can be rather high. Then in comes RPA and automation, which is a complete different kettle of fish in the sense that from conceptualization of identifying a process, to getting it built, getting it tested, getting it into production, you're talking days and weeks only. So the path to seeing value is so fast. What I've learned yesterday and today from the 1516 customer meetings I've had so far is the same unique trend or learning across all industries and also from various parts of the world. And that is very fast realization of value, perhaps starting initially with 5, 10 20 processes and then scaling super fast because the find that return on investment incredibly quickly with our solution. So that's what unifies it across geographies and across industries. >>What'd you think about the smart factory? And one of the things we've learned during COVID is there's so much unknown. So sometimes these processes aren't linear like a trombone, you know, going back and forth in and out, but is there unknown in the smart factory processes or is it pretty well known? And you can do the process mining on that known base. What's the dynamic >>Back there. So there's a few different dimensions to it. So yes, it is well known because it's a controlled environment, but one of the things that we're doing is we're actually actively introducing a lot of unknown factors to try to let the bots and the process mining kick into effect. Right? So we're artificially, let's just say injecting opportunity for us to do that. The other thing that we're doing is, and what's really unique about the smart factory at Wichita is it's one of four across the globe for Deloitte. And so we're bringing data in from the other three sites, which is data, that'll be less controlled. We're going to do process mining on that. Just try to take advantage of some of the, some of the capabilities associated with the solutions. >>Okay. So, so w when you think about process mining, do you start there, or do you start with, I sometimes call it paving the cow path, you know, taking what you've known, that linear process that, that hit that as the quick win, and then worry about the process money, or do you step back and say, wait a minute, we have to rethink the entire factory experience. Where do you start? >>I think it depends in the case of the smart factory with that, we've got a few different places, so we're using it to do ingestion of orders. So that's obviously a very controlled environment. We're then using it to do a lot of work around inventory management and optimization as well as month end close plays, which will be a lot more we're learning as we go. Right. So I think on the spectrum, it could be on either end my personal belief. If you look at it more long-term or actually out in the real world is that this is all about learning new things. It's about generating insights from data that frankly, you don't want human beings to have to go do that. And so having the ability to take advantage of an intelligent automation solution, as powerful as UI path is really a great advantage. >>One of the things that's misunderstood, I think about UI path is they look at what happened post let's say 2015, 2016, and say, oh, just like, just like every other Silicon valley company, double, double, triple, triple. And that's not how you guys started. You sort of let things bake for the better part of a decade and then got product market fit and then exploded. Um, and so that's, that to me was a key to your success in scaling this. I feel like you guys are building a new offering here. This is not just doing a one-off the product market fit. It's not like a point product. It's a, it's a big thing. So can you talk about the go to market, your product market fit? You're testing it out now, your goals, are you trying to scale this up? What, what are some of the things that you can share about your aspirations? So >>The partnership from a UI path perspective to Deloitte is a critical partnership. One of the select few on a global level, uh, we have enjoyed tremendous, uh, amount of engagements together. I mentioned early on 400, and I believe we, we now have together right about 1000 developers trained within your organization on your iPod, right? That's right. Yep. So we have a strong base that, of course we want to build full and hopefully put a syrup behind the thousand to 10,000. And over time, we want to make sure that it's globally inclusive, that we can serve all the marketers across the world where we have giant presence. And there's a select number of verticals and industries where we really have had success together that we of course want to go and specifically shoe in on what would have caused now be manufacturing together. And of course, a classic vertical we've been very strong in together as BFSI bank and financial services industry. So those are good areas. >>Well, Jason, you're building a business out of this, right? I mean, you've got a business plan around it and you're going to scale this thing. >>Oh, absolutely. Yeah. That's 100% the case. So we have smart factory at Wichita. That is part of our positioning in the marketplace. What we found is that telling people about tech and about solutions is one thing, showing it to them in a production environment is altogether different, right? Giving clients the opportunity to explore the art of the possible in a real setting like that is incredibly impactful. And so you talked about go to market, we see this relationship with the ecosystem and what we're trying to do in Wichita, that's sort of the epicenter of building an entire business, which ultimately will have huge global potential. >>We talk about speed for a minute. And the growth trajectory that UI path Thomas has been on for the last five years or so. I think I was reading, I think it was analysis that Dave wrote that in 2016 revenue was 1,000,020, 20, 15, 20, 20 600 million. So massive growth very quickly. My question, Jason is for you in terms of the speed. Ha how quickly are you looking to see the smart factory for Dato really impacting organizations around the globe because these guys are on a fast bulleted. >>Yeah. So I wish we had those growth rates. I will say though, selling and delivering these solutions holistically to manufacturers takes more time. So we think of our cycle as be measured, certainly in many months, certainly not years. We are starting to see an acceleration of that entire sales cycle and delivery cycle, just because of things like the pandemic driving organizations to just need to move faster. Frankly, if you're not moving towards digital manufacturing operations right now, you're probably behind. And so we're seeing that urgency from the market start to pick up, but we don't have that kind of growth rate, unfortunately. >>Well, what's it. What's interesting about Deloitte to me is you guys here, I think of you as a virtual company. I mean, I know you got a lot of bodies out there, but it's not like you've got a lot of physical locations. Right. And so now, but now you're just, you're investing in a physical plant essentially, >>Which is extremely exciting. We, we keep telling ourselves when we talk to folks, they own lots of buildings. So just because we're excited about our building doesn't mean they are, but you're exactly right, right. We're obviously a global services and products company. So this is one of a handful of buildings that are going to start to represent us as an organization. And we're really excited about what should we watch? >>It's kind of milestones for progress success. What are the markers that we should be paying attention to is independence. >>I think specifically on this, um, rapid experiment together, I think one of the key learnings we can take away that we can apply to other companies in the manufacturing industry specifically look from a UI perspective. We work with many large scale manufacturers around the world, but we've seen amazing fast progress with Bridgestone. For example, we implemented a smaller set of, uh, uh, bots that help them reduce their paperwork by 85% onto their branches with a Turkish e-commerce retailer called Archer. Lik I think I get the pronunciation correctly. They put 85 processes in place with our bots and are now to date transacting or running. I think it's 3 million e-commerce transactions with our processes. So the impact we can have in manufacturing together with the learnings from this, my factory, I think is just so exciting. Really? >>Yeah. The impact, the potential there is, is unlimited. Guys. Thank you for joining David, me talking to us about smart factory Ford auto, what it means for both businesses, how the partnership is evolving. It sounds like music from a beautiful trombone. Thank you so much for joining Dave and me today. Thank you For Dave Volante. I'm Lisa Martin. The Cubas live in Las Vegas at the Bellagio at UI path forward for we'll be right back.

>>Welcome >>back to HP discover 2021. My name is Dave Volonte and you're watching the cubes virtual coverage of discover 21 we're excited to welcome back our wa Kadoura, She's the vice president and worldwide go to market leader for HP. Es smoking hot. Green Lake Cloud services are welcome back to the cube. Good to see you again. >>Thank you for having me to be with you. >>So talk about how your products and services are supporting customer transformations. I'm interested in the experience that everybody has been dreaming about describe how you're giving your customer that competitive advantage. If you've got any examples, that would be awesome. >>Yeah, you got it. Um, I think as we heard Antonio say the cloud is an experience, not a destination, right? And what we're doing with Green Lake is bringing those cloud capabilities and the cloud experience to our customers. You know, we like to say co locations, data center and edge of course. So this is the cloud on prem. And so rather than forcing customers to only have to go up to cloud to get modern cloud capabilities or the benefits of things like, you know, pay as you go for consumption, et cetera. You know, cloud native capabilities like containers, leveraging, kubernetes. We now bring all of that to Green Lake and to our customers. Edge locations and co locations and data centers. We've been able to dramatically transform many of our customers businesses. Right? And you'll probably see it discover some of those examples come to life. For example, Care Stream, who is, you know, in the electronic medical imaging world, Right? They have all of the X ray equipment that capture x rays and different sort of diagnostics for patients. Um and we worked with them to not only craft a ml solution to better read and diagnose these images, um but also all of the underlying infrastructure with the HP Green Lake Ml ops platform that allows them to instantly leverage the capabilities of machine learning and the infrastructure to go with it. >>And so tell me, so, how is it resonating with customers? What you're out there, talking to customers all the time? What are they >>telling you? You know, I think what our customers appreciate about HP Green Lake is it's not sort of look, it's either all on prem in my data center and I have to fully manage it, build it, implement it, take care of it or it's fully public cloud. I have little control and basically I get whatever the public cloud gives me right. Hp Green leg gives our customers the flexibility and control that they require. Right. And so you can think of many use cases where customers have a need to have the compute storage sort of processing need to happen closer to where their data and apps live. Um and so for that exact reason our customers love the flexibility, right? Cloud one, Dato was public cloud. Cloud to Dato I think is the cloud that comes to our customers at their convenience. And to me, you know what I tell C I O S and C T O S and sort of other lines of business leaders when I meet with them is you shouldn't be forced to have to take your data and apps elsewhere to get the transformation that you need. We want to be able to bring that directly to our customers. >>Of course, a lot of the transformation is around data. We love talking about data on the cube and it's funny, I mean we talked about big data last decade. We don't use that term much anymore. Uh It was kind of overhyped but as as often times as the case may be in the early days it's overhyped but then it's under hyped when it actually starts to kick in. And I feel like we're entering a new age of data. And insights with the ascendancy of machine learning and ai what does this mean from H. P. S. Perspective and what our customers telling you that it means for them. >>Yeah no data. I think we often hear data is the new currency writes the new gold. Um You know we've heard uh Antonio even say things like look data could even become something that maybe over time companies start to put some kind of value on their balance sheet. Behind right the same way that maybe brands represented this value on a balance sheet. Um effectively what's happened with data is a lot of people have a lot of data but there's not been a lot of ability to extract insights from data. Right? And I think this is the new revolution that we're all undergoing is we finally have the modern analytics tools to actually turn the data into insights and what we bring to the table from an HPD perspective is the fact that we have the best infrastructure. We obviously now have the cloud capabilities mixed in with our data fabric or container platform, our machine learning operations platform to then be able to process that data again, integrated with many of the great I SV partners that we have on the data side allow our customers to turn that into real insights for their business. And effectively data is becoming a huge competitive advantage. Right? I think many of us are you know, leveraging some, you know, pretty interesting tools or gadgets these days, right? Like I wear one of those, you know, sleep brings, you can imagine a company like that in the future that's able to collect so much data from the folks that purchase their products. Then being able to give us insights about, you know, where is the best zip code that, you know, people get the most amount of sleep in or you know, which zip codes are the healthiest and you know, the United States or countries, et cetera. Um but data really is becoming um you know, a competitive advantage. And one of the things that we care most about at HP is also using it as a force for good and making sure that there is a sort of ethical ai capability. >>That's a great message and very important one. And and it's interesting you're saying about data and the value how well it's clearly it's clearly being valued in terms of companies market caps. I mean it's it's it's you know, maybe it's not the balance yet, but it's on the income statement in terms of data products and data services that that's happening. So we'll see if Antonio's right in the next, you know, several years. But so let's talk more about the specific data challenges that you're solving for your customers. They talk about silos, they talk about they haven't got as much value out of their data initiatives as they wanted to. What are they telling you? Are there challenges and how are you approaching it? >>Yeah, I think, you know, um data's everywhere right. The ability for customers to store the right amount of data is a huge challenge because obviously there's, you know, a huge cost associated with collecting, keeping cleansing processing, you know, all the way to sort of analyzing your data. There tends to be a ton of data silos, right? So customers are looking for a common data fabric that they can then process their data sources across and then be able to sort of tap into that data from an analytics perspective. So much of the technology again that we're focused on is be able to store the data right, Our data fabric layer with his moral right being able to process that data capture that data and then allow the analytics tools to then harness the power of that data and turn that into real business insights for our customers. Um Every customer that I have spoken to, you know whether their financial services, you know, you can imagine the big financial services. I mean they've got you know, just bazillions of pockets of data everywhere and you know, the real sort of a challenge for them is how do I build a common data platform that allows me to tap into that data in effective ways for my business users? >>You talk a little bit about how you're changing the way you're providing solutions? Maybe maybe you could contrast it with the way HP has done in the past, because I think that's important when you, when you think about, you talk a lot about green lake and as a service, but if the products are still, you know, kind of boxes and Luns and, and gigahertz and ports, then, you know, that's that's a dis continuity. So what's changed from the past and how are you feeding into the way customers are transforming their business and supporting their outcomes? >>That's exactly right. You know, at some point in time, right. If you think maybe 10 or 20 years back, it used to be very much about the infrastructure for hp. What's exciting about what we're doing differently for our customers is look, we have the best infrastructure in the business, right. Hp has been doing this you no longer than anyone has probably almost 60 years now. Um but being able to vertically integrate right, move up in that value change so that our customers can get more complete solutions is the more interesting part for our customers. Our customers love our technology, Yes, the gigahertz and the speeds and feeds all of that do matter because they, you know, make for some very powerful infrastructure. However, what makes it easier is the fact that we are building platform stacks on top of that hardware, um that help abstract away the complexity of that infrastructure and the ability to use it far more seamlessly. Um and then if you think about it, we of course have also one of the most advanced services organizations. So being able to leverage our services capabilities, our platform capabilities on top of that hardware, again, deliver it back to our customers In a consumption model, which they've become two X, which they've come to expect from a cloud model. Um and then surrounded by a very rich ecosystem of partners. And we're talking about system Integrators that now have capabilities on helping our customers run their Green Lake environments. We're talking about I. S. V. S. Right? So software stacks and platforms that fully integrate with the Green Lake platform for completely seamless solutions. Um as well as channel Partners and global distributors. So I think that's where we can truly deliver the ultimate end to end solution. It's not just the hardware, right? But it's being complemented with the right services being complemented with the right platform capabilities, the software integrations to deliver that workload that the customer expects. >>And partners, they gotta they gotta place bets, they gonna put resources time money in a line, their resources with with their their partners and their suppliers like HP. So when they ask you, hey, okay. Hp. Tell me or well, what's your overall strategy? Why is it compelling and why do you give me competitive advantage relative to some of your peers in the industry? >>Yeah, I think what, you know, partners are going to be most excited about is the openness of the platform, right? Being able to allow our partners to leverage Green Lake Central with open API so that they can integrate some of their own technologies into our platform. Uh the ability to allow them to also layer in their own um managed services on top of the platform is key. Um And of course being able to build sort of these win win solutions with the system Integrators, right. The system Integrators have some fantastic capabilities all the way from an application development, all the way down to the infrastructure management and data center delivery centers that they have. And so leveraging HP Green Lake um really helps them have access to core technologies that they need to deliver these solutions. >>I wonder if I could take a little sort of side road here and ask you because so many changes going on HP itself is transforming your customers are transforming the pandemic has accelerated all these transformations. Can you talk a little bit about how you've transformed go to market specifically in the context of of as a service? I mean that had to be quite a change for you guys. >>Yeah, no, go to market transformations in support of sort of moving from traditional go to markets right to call, go to markets or significant. Um They required us to really think through what does delivering as a service solutions mean for our direct sales force? What does it mean for our partners and their transformations and being able to support as a service solutions? Um for HP specifically, it also means um thinking about our customer outcomes, not just our ability to ship them, you know, the requisite hardware and say, look, once it's left our dog, our job is done right. It really takes our obligation all the way to the customer using the technology on a day by day basis, as well as supporting them in making sure that everything from implementation to set up to the ongoing monitoring operations of the technology is working for them in the way that they expect in an as a service way, right? We don't expect them to operate it. We don't expect them to, you know, do anything more than pick up the phone and call us if something doesn't go as planned. >>And how about your sellers and your partners? How did they respond? I mean you just wake up one day is okay guys, here we go, new compensation scheme, new way to sell new way to market that that took some thought in some time. And where are you in that journey? >>That's right. And I always say, you know, if you expect people to wake up one day and be transformed, right? You're kidding yourself. Um So everything from sort of the way that we think about our customers use cases, right? And empowering our sellers to understand the outcomes that our customers expect and demand from us to things like compensation too. You know, the partner rebate program that we leverage through the channel partners in order to give them the right incentives to also allow them to make the right investments to support Green Lake. Um, you know, we've all, you know, HP has a fairly significant field sales and solution team and so not thinking about this only as a single person that represents Green Lake, but looking at our capabilities across the board, right. We have fantastic advisory consultants on the ground with phds and data science. We have folks that understand, you know, high performance computing, so making sure that we're embedding the expertise in all of the right personas that support our customers, not just from a calm perspective, but also from an understanding of the end to end solutions that we're bringing to those markets. >>So what gets you stoked in the morning, you get out of bed and you're like, okay, I'm gonna go attack the world. What are you most excited about for H P E and his future? >>You know, it's, there's so much happening right now in this sort of cloud world. Right? Um to me the most exciting portion is the fact that given that we've now introduced on prem cloud to the world, our ability to ship new services and new capabilities, um, but also do that via a very rich partner ecosystem honestly is what probably has me most excited. This is no longer the age of go at it alone, Right. So not only are engineering and product teams hard at work in the engine room producing, you know, capabilities at sort of lightening fast speeds, but it's also our ability to partner, uh you know, whether it's with platform providers, you know, software providers or, you know, system Integrators and services providers, that ecosystem is starting to come together to deliver highly meaningful solutions to our customers and all in a very open way. Um, the number one thing that I personally care about is that our customers never feel like they are being locked in or that they are sort of being forced to have to give up certain levels of capabilities. We want to give them the best of what's out there and allow them to then have that flexibility in their solution. >>And one of the challenges, of course with virtual events is you don't have the hallway track. You know, somebody can't say, hey, have you seen that IOT zone? It's amazing. They got all these robots going around. But so what, what would you say that people should be focused on the discovery maybe things that you want to call out specific highlights or segments that you think are relevant? >>Yeah, there's gonna be a ton of fantastic stuff I think, um you know, really looking for that edge to cloud strategy, um that we're gonna be spending a lot of time talking about um looking at some of our vertical workload solutions, right. We're gonna be talking about quite a few from electronic health care records to payment solutions. Um and many more I think depending on what folks are interested in, there's gonna be something for everyone. Um Project Aurora, which now starts to announce our new security capabilities. Um, you know, the zero trust capabilities that we're delivering um is probably interesting to a lot of our customers, so lots of exciting things coming and I'm excited for our customers to check this out. >>No doubt that's a hot topic. Especially given what's been happening the news these past several months. All right, well, thanks so much for coming back in. The cube is great to see you hopefully face to face next time. >>I sure hope so. Thanks so much for having me. >>It's our pleasure. And thank you for watching and thank you for being with us and our ongoing coverage of HPD discovered 2021. This is Dave Volonte. You're watching the cube, The leader and digital tech coverage. >>Yeah.

>>Welcome >>back to HP discover 2021. My name is Dave Volonte and you're watching the cubes virtual coverage of discover 21 we're excited to welcome back our wa Kadoura, She's the vice president and worldwide go to market leader for HP. Es smoking hot. Green Lake Cloud services are welcome back to the cube. Good to see you again. >>Thank you for having me to be with you. >>So talk about how your products and services are supporting customer transformations. I'm interested in the experience that everybody has been dreaming about describe how you're giving your customer that competitive advantage. If you've got any examples, that would be awesome. >>Yeah, you got it. Um, I think as we heard Antonio say the cloud is an experience, not a destination, right? And what we're doing with Green Lake is bringing those cloud capabilities and the cloud experience to our customers. You know, we like to say co locations, data center and edge of course. So this is the cloud on prem. And so rather than forcing customers to only have to go up to cloud to get modern cloud capabilities or the benefits of things like, you know, pay as you go for consumption, et cetera. You know, cloud native capabilities like containers, leveraging, kubernetes. We now bring all of that to Green Lake and to our customers. Edge locations and co locations and data centers. We've been able to dramatically transform many of our customers businesses. Right? And you'll probably see it discover some of those examples come to life. For example, Care Stream, who is, you know, in the electronic medical imaging world, Right? They have all of the X ray equipment that capture x rays and different sort of diagnostics for patients. Um and we worked with them to not only craft a ml solution to better read and diagnose these images, um but also all of the underlying infrastructure with the HP Green Lake Ml ops platform that allows them to instantly leverage the capabilities of machine learning and the infrastructure to go with it. >>And so tell me, so, how is it resonating with customers? What you're out there, talking to customers all the time? What are they >>telling you? You know, I think what our customers appreciate about HP Green Lake is it's not sort of look, it's either all on prem in my data center and I have to fully manage it, build it, implement it, take care of it or it's fully public cloud. I have little control and basically I get whatever the public cloud gives me right. Hp Green leg gives our customers the flexibility and control that they require. Right. And so you can think of many use cases where customers have a need to have the compute storage sort of processing need to happen closer to where their data and apps live. Um and so for that exact reason our customers love the flexibility, right? Cloud one, Dato was public cloud. Cloud to Dato I think is the cloud that comes to our customers at their convenience. And to me, you know what I tell C I O S and C T O S and sort of other lines of business leaders when I meet with them is you shouldn't be forced to have to take your data and apps elsewhere to get the transformation that you need. We want to be able to bring that directly to our customers. >>Of course, a lot of the transformation is around data. We love talking about data on the cube and it's funny, I mean we talked about big data last decade. We don't use that term much anymore. Uh It was kind of overhyped but as as often times as the case may be in the early days it's overhyped but then it's under hyped when it actually starts to kick in. And I feel like we're entering a new age of data. And insights with the ascendancy of machine learning and ai what does this mean from H. P. S. Perspective and what our customers telling you that it means for them. >>Yeah no data. I think we often hear data is the new currency writes the new gold. Um You know we've heard uh Antonio even say things like look data could even become something that maybe over time companies start to put some kind of value on their balance sheet. Behind right the same way that maybe brands represented this value on a balance sheet. Um effectively what's happened with data is a lot of people have a lot of data but there's not been a lot of ability to extract insights from data. Right? And I think this is the new revolution that we're all undergoing is we finally have the modern analytics tools to actually turn the data into insights and what we bring to the table from an HPD perspective is the fact that we have the best infrastructure. We obviously now have the cloud capabilities mixed in with our data fabric or container platform, our machine learning operations platform to then be able to process that data again, integrated with many of the great I SV partners that we have on the data side allow our customers to turn that into real insights for their business. And effectively data is becoming a huge competitive advantage. Right? I think many of us are you know, leveraging some, you know, pretty interesting tools or gadgets these days, right? Like I wear one of those, you know, sleep brings, you can imagine a company like that in the future that's able to collect so much data from the folks that purchase their products. Then being able to give us insights about, you know, where is the best zip code that, you know, people get the most amount of sleep in or you know, which zip codes are the healthiest and you know, the United States or countries, et cetera. Um but data really is becoming um you know, a competitive advantage. And one of the things that we care most about at HP is also using it as a force for good and making sure that there is a sort of ethical ai capability. >>That's a great message and very important one. And and it's interesting you're saying about data and the value how well it's clearly it's clearly being valued in terms of companies market caps. I mean it's it's it's you know, maybe it's not the balance yet, but it's on the income statement in terms of data products and data services that that's happening. So we'll see if Antonio's right in the next, you know, several years. But so let's talk more about the specific data challenges that you're solving for your customers. They talk about silos, they talk about they haven't got as much value out of their data initiatives as they wanted to. What are they telling you? Are there challenges and how are you approaching it? >>Yeah, I think, you know, um data's everywhere right. The ability for customers to store the right amount of data is a huge challenge because obviously there's, you know, a huge cost associated with collecting, keeping cleansing processing, you know, all the way to sort of analyzing your data. There tends to be a ton of data silos, right? So customers are looking for a common data fabric that they can then process their data sources across and then be able to sort of tap into that data from an analytics perspective. So much of the technology again that we're focused on is be able to store the data right, Our data fabric layer with his moral right being able to process that data capture that data and then allow the analytics tools to then harness the power of that data and turn that into real business insights for our customers. Um Every customer that I have spoken to, you know whether their financial services, you know, you can imagine the big financial services. I mean they've got you know, just bazillions of pockets of data everywhere and you know, the real sort of a challenge for them is how do I build a common data platform that allows me to tap into that data in effective ways for my business users? >>You talk a little bit about how you're changing the way you're providing solutions? Maybe maybe you could contrast it with the way HP has done in the past, because I think that's important when you, when you think about, you talk a lot about green lake and as a service, but if the products are still, you know, kind of boxes and Luns and, and gigahertz and ports, then, you know, that's that's a dis continuity. So what's changed from the past and how are you feeding into the way customers are transforming their business and supporting their outcomes? >>That's exactly right. You know, at some point in time, right. If you think maybe 10 or 20 years back, it used to be very much about the infrastructure for hp. What's exciting about what we're doing differently for our customers is look, we have the best infrastructure in the business, right. Hp has been doing this you no longer than anyone has probably almost 60 years now. Um but being able to vertically integrate right, move up in that value change so that our customers can get more complete solutions is the more interesting part for our customers. Our customers love our technology, Yes, the gigahertz and the speeds and feeds all of that do matter because they, you know, make for some very powerful infrastructure. However, what makes it easier is the fact that we are building platform stacks on top of that hardware, um that help abstract away the complexity of that infrastructure and the ability to use it far more seamlessly. Um and then if you think about it, we of course have also one of the most advanced services organizations. So being able to leverage our services capabilities, our platform capabilities on top of that hardware, again, deliver it back to our customers In a consumption model, which they've become two X, which they've come to expect from a cloud model. Um and then surrounded by a very rich ecosystem of partners. And we're talking about system Integrators that now have capabilities on helping our customers run their Green Lake environments. We're talking about I. S. V. S. Right? So software stacks and platforms that fully integrate with the Green Lake platform for completely seamless solutions. Um as well as channel Partners and global distributors. So I think that's where we can truly deliver the ultimate end to end solution. It's not just the hardware, right? But it's being complemented with the right services being complemented with the right platform capabilities, the software integrations to deliver that workload that the customer expects. >>And partners, they gotta they gotta place bets, they gonna put resources time money in a line, their resources with with their their partners and their suppliers like HP. So when they ask you, hey, okay. Hp. Tell me or well, what's your overall strategy? Why is it compelling and why do you give me competitive advantage relative to some of your peers in the industry? >>Yeah, I think what, you know, partners are going to be most excited about is the openness of the platform, right? Being able to allow our partners to leverage Green Lake Central with open API so that they can integrate some of their own technologies into our platform. Uh the ability to allow them to also layer in their own um managed services on top of the platform is key. Um And of course being able to build sort of these win win solutions with the system Integrators, right. The system Integrators have some fantastic capabilities all the way from an application development, all the way down to the infrastructure management and data center delivery centers that they have. And so leveraging HP Green Lake um really helps them have access to core technologies that they need to deliver these solutions. >>I wonder if I could take a little sort of side road here and ask you because so many changes going on HP itself is transforming your customers are transforming the pandemic has accelerated all these transformations. Can you talk a little bit about how you've transformed go to market specifically in the context of of as a service? I mean that had to be quite a change for you guys. >>Yeah, no, go to market transformations in support of sort of moving from traditional go to markets right to call, go to markets or significant. Um They required us to really think through what does delivering as a service solutions mean for our direct sales force? What does it mean for our partners and their transformations and being able to support as a service solutions? Um for HP specifically, it also means um thinking about our customer outcomes, not just our ability to ship them, you know, the requisite hardware and say, look, once it's left our dog, our job is done right. It really takes our obligation all the way to the customer using the technology on a day by day basis, as well as supporting them in making sure that everything from implementation to set up to the ongoing monitoring operations of the technology is working for them in the way that they expect in an as a service way, right? We don't expect them to operate it. We don't expect them to, you know, do anything more than pick up the phone and call us if something doesn't go as planned. >>And how about your sellers and your partners? How did they respond? I mean you just wake up one day is okay guys, here we go, new compensation scheme, new way to sell new way to market that that took some thought in some time. And where are you in that journey? >>That's right. And I always say, you know, if you expect people to wake up one day and be transformed, right? You're kidding yourself. Um So everything from sort of the way that we think about our customers use cases, right? And empowering our sellers to understand the outcomes that our customers expect and demand from us to things like compensation too. You know, the partner rebate program that we leverage through the channel partners in order to give them the right incentives to also allow them to make the right investments to support Green Lake. Um, you know, we've all, you know, HP has a fairly significant field sales and solution team and so not thinking about this only as a single person that represents Green Lake, but looking at our capabilities across the board, right. We have fantastic advisory consultants on the ground with phds and data science. We have folks that understand, you know, high performance computing, so making sure that we're embedding the expertise in all of the right personas that support our customers, not just from a calm perspective, but also from an understanding of the end to end solutions that we're bringing to those markets. >>So what gets you stoked in the morning, you get out of bed and you're like, okay, I'm gonna go attack the world. What are you most excited about for H P E and his future? >>You know, it's, there's so much happening right now in this sort of cloud world. Right? Um to me the most exciting portion is the fact that given that we've now introduced on prem cloud to the world, our ability to ship new services and new capabilities, um, but also do that via a very rich partner ecosystem honestly is what probably has me most excited. This is no longer the age of go at it alone, Right. So not only are engineering and product teams hard at work in the engine room producing, you know, capabilities at sort of lightening fast speeds, but it's also our ability to partner, uh you know, whether it's with platform providers, you know, software providers or, you know, system Integrators and services providers, that ecosystem is starting to come together to deliver highly meaningful solutions to our customers and all in a very open way. Um, the number one thing that I personally care about is that our customers never feel like they are being locked in or that they are sort of being forced to have to give up certain levels of capabilities. We want to give them the best of what's out there and allow them to then have that flexibility in their solution. >>And one of the challenges, of course with virtual events is you don't have the hallway track. You know, somebody can't say, hey, have you seen that IOT zone? It's amazing. They got all these robots going around. But so what, what would you say that people should be focused on the discovery maybe things that you want to call out specific highlights or segments that you think are relevant? >>Yeah, there's gonna be a ton of fantastic stuff I think, um you know, really looking for that edge to cloud strategy, um that we're gonna be spending a lot of time talking about um looking at some of our vertical workload solutions, right. We're gonna be talking about quite a few from electronic health care records to payment solutions. Um and many more I think depending on what folks are interested in, there's gonna be something for everyone. Um Project Aurora, which now starts to announce our new security capabilities. Um, you know, the zero trust capabilities that we're delivering um is probably interesting to a lot of our customers, so lots of exciting things coming and I'm excited for our customers to check this out. >>No doubt that's a hot topic. Especially given what's been happening the news these past several months. All right, well, thanks so much for coming back in. The cube is great to see you hopefully face to face next time. >>I sure hope so. Thanks so much for having me. >>It's our pleasure. And thank you for watching and thank you for being with us and our ongoing coverage of HPD discovered 2021. This is Dave Volonte. You're watching the cube, The leader and digital tech coverage. >>Yeah.

>>Hey, welcome to the Cubes coverage of Red Hat Summit 2021, the virtual experience, I'm lisa martin, I have two guests joining me. One is a cube alum kamal Shah is back, he's now the VP of cloud platforms at Brent had come on, it's great to have you back on the program. You're in a new role, we're going to talk about that. Thank you. And Kirsten newcomer is here as well. She's the Director of cloud and Death stickups strategy at Red Hat, Kirsten, Welcome and thank you for bringing the red hat vibe to the segment. >>Absolutely, very happy to be here. >>So looking forward to this conversation that we're going to be having in the next 20 minutes or so. We're gonna be talking about the last time come on, you were on, you were the ceo of stack rocks In January of 2021. The announcement that red hat plans to acquire stack rocks, it wouldn't be talking all about that. But I'd like to start with Kirsten, give us your perspective from red hats perspective, why is red hat a good fit for stack rocks? >>You know, there are so many reasons first of all as as you know, right? Red hat has been working with product Izing kubernetes since kubernetes one dato. Right, so so open shift three dato shipped with kubernetes one dot Oh, so we've been working with kubernetes for a long time, stack rocks embraces kind of is kubernetes native security embraces the declarative nature of kubernetes and brings that to security. Red hats, Custer's red hat enterprise customers, we have a great set across different verticals that are very security conscious and and during my five years at red hat, that's where I spend the majority of my time is talking with our customers about container and kubernetes security. And while there's a great deal of security built in to open shift as it goes to market out of the box, customers need the additional capabilities that stack rock springs. Historically, we've met those needs with our security partners. We have a great ecosystem of security partners. And with the stack rocks acquisition, we're now in a position to offer additional choice. Right. If a customer wants those capabilities from Red hat tightly integrated with open shift, we'll have those available and we continue to support and work with our broad ecosystem of security partners. >>Excellent customers always want choice. Come on. Give me your perspective. You were at the helm the ceo of stack rocks as you were last time you were on the cube. Talk to me about the redhead acquisition from your seat. >>Yeah. So as as Kirsten mentioned, we were partners of red hat. You're part of the red hat partner ecosystem. And uh, what we found is that was both a great strategic fit and a great cultural fit between our two companies. Right? And so the discussions that we had were how do we go and quickly enable our customers to accelerate their digital transformation initiatives to move workloads to the cloud, to containerized them, to manage them through kubernetes and make sure that we seamlessly addressed their security concerns. Right? Because it continues to be the number one concern for large enterprises and medium sized enterprises and frankly any enterprise that uh, you know, uh, working out today. So, so that was kind of the impetus behind it. And I must say that so far the the acquisition has been going on very smoothly. So we had two months in roughly and everybody and has been very welcoming, very collaborative, very supportive. And we are already working hand in hand to to integrate our companies and to make sure that we are working closely together to make our customers successful. >>Excellent. We're gonna talk about that integration in a second. But I can imagine challenging going through an acquisition during a global pandemic. Um but that is one of the things that I think lends itself to the cultural alignment. Kamal that you talked about, Kirsten. I want to get your perspective. We know we talk about corporate culture and corporate culture has changed a lot in the last year with everybody or so many of us being remote. Talk to me about kind of the core values that red hat and stack rocks share >>actually, you know, that's been one of the great joys doing during the acquisition process in particular, Kamal and and ali shared kind of their key values and how they um how they talked to talk with their team And some of the overlap was just so resonated so much for all of us. In particular the sense of transparency, uh, that the, that the team the stack rocks executive team brings and approaches. That's a that's a clear value for red hat um strongly maintained. Uh, that was one of the key things the interest in um uh, containers and kubernetes. Right. So the technology alignment was very clear. We probably wouldn't have proceeded without that. But again, um and I think the investment in people and the independence and the and the strong drive of the individuals and supporting the individuals as they contribute to the offering so that it really creates that sense of community um and collaboration that is key. Uh and and it's just really strong overlap in in cultural values and we so appreciated that >>community and collaboration couldn't be more important these days. And ultimately the winner is the customers. So let's dig in. Let's talk about what stack rocks brings to open shift Kirsten take it away >>man. So as I said earlier, um so I think we we really believe in continuous security at red hat and in defense and depth. And so when we look at an enterprise kubernetes distribution that involves security at the real core os layer security and kubernetes adding the things into the distribution, making sure they're there by default, that any distribution needs to be secured to be hardened, auditing, logging, identity, access management, just a wealth of things. And Red hat has historically focused on infrastructure and platform security, building those capabilities into what we bring to market stack rocks enhances what we already have and really adds workload protection, which is really when it comes down to it. Especially if you're looking at hybrid cloud, multi cloud, how you secure, not just the platform, but how you secure your workloads changes. And we're moving from a world where, you know, you're deploying anti virus or malware scanners on your VMS and your host operating system to a world where those work clothes may be very short lived. And if they aren't secured from the get go, you miss your opportunity to secure them right? You can't rely on, you know, you do need controls in the infrastructure but they need to be kubernetes native controls and you need to shift that security left. Right? You never patch a running container. You always have to rebuild and redeploy if you patch the running container the next time that container images deployed, you've missed, you've lost that patch. And so the whole ethos the whole shift left. The Deb sec ops capabilities that stack rock springs really adds such value. Right? You can't just do DEF SEc or set cops. You need to do a full infinity loop to really have def SEc ops and stack rocks. I'm gonna let Kamal tell you about it, but they have so many capabilities that that really drive that shift left and enable that closed loop. We're just so excited that they're part of our offerings. >>So can you take us through that? How does stack rocks facilitate the shift left? >>Yeah, absolutely. So stack rocks, which we we announced at summit is now being rebranded as red hat. Advanced cluster security was really purpose built to help our customers address the use cases across the entire application lifecycle. Right? So from bill to deploy to run time. So this is the infinite loop that Kirsten mentioned earlier and one of our foundations was to be kubernetes native to ensure that security is really built into the application is supposed to bolt it on. So specifically, we help our customers shift left by securing the supply chain and we're making sure that we identifying vulnerabilities early during the build process before they make it to a production environment. We helped them secure the infrastructure by preventing miS configurations again early in the process because as we all know, MIS configurations often lead to breaches at at runtime. Right? We help them address uh compliance requirements by ensuring that we can check for CS benchmarks are regulatory requirements around the C I P C I, hip hop and this and and that's uh you know, just focusing on shift left, doesn't really mean that you ignore the right side or ignore the controls you need uh when your applications are running in production. So we help them secure that at runtime by identifying preventing breaches the threat detection, prevention and incident response. >>That built in security is you both mentioned that built in versus bolt on Kirsten? Talk to me about that, that as really kind of a door opener. We talked a lot about security issues, especially in the last year. I don't know how many times we've talked about miS configurations leading to breaches that we've seen so many security challenges present in the last year. We talked to me a little bit Kirsten about >>what >>customers appetites are for going. All right now, I've got cloud native security, I'm going to be able to, I'm going to feel more comfortable with rolling out production deployments. >>It's, it's a great place to go. So there are a number of elements to think about. And if I could, I could, I could start with by building on the example that Kamal said, Right, So when we think about um I need to build security into my pipeline so that when I deliver my containerized workloads, they're secure. What if I miss a step or what if a new vulnerability is discovered after the fact? Right. So one of the things that stack rocks or redhead a CS offers is it has built in policy checks to see whether a container or running image has something like a package manager in it. Well, a package manager can be used to load software that is not delivered with the container. And so the idea of ensuring that you are including workload, built in workload, protect locks with policies that are written for you. So you can focus on building your applications. You don't necessarily have to learn everything there is to know about the new attack vectors that are really just it it's new packaging, it's new technology. It's not so much there are some new attack vectors, but mostly it's a new way of delivering and running your applications. That requires some changes to how you implement your security policies. And so ensuring that you have the tools and the technology that you're running on have those capabilities built in. So that when we have conversations with our security conscious customers, we can talk with them about the attack vectors they care about. We can illustrate how we are addressing those particular concerns. Right? One of them being malware in a container, we can look for stack. Rocks can look for a package manager that could be used to pull in, you know, code that could be exploited and you can stop a running container. Um, we can do deeper data collection with stack rocks. Again, one of the challenges when you're looking at moving your security capabilities from a traditional application environment is containers come and go all the time. In a kubernetes cluster nodes, your servers can come and go in a cloud native kubernetes cluster, right? If you're running on on cloud public cloud infrastructure, um, those things are the nodes are ephemeral to, they're designed to be shut down and brought back up. So you've got a lot more data that you need to collect and that you need to analyze and you need to correlate the information between these. Right? I no longer have one application stack running on one or more VMS, it's just things are things are moving fast so you want the right type of data collection and the right correlation to have good visibility into your environment. >>And if I can just build on that a little bit. The whole idea here is that these policies really serve as god rails right for the developers. So the it allows developers to move quickly to accelerate the speed of development without having to worry about hundreds of potential security issues because there are guardrails that will notify that with concrete recommendations early in the process. And the analogy I often use is that you know the reason we have breaks in our cars, it's not to slow us down but to allow us to go faster because we know we can slow down when we need to write. So similarly these policies are really it's really designed to accelerate the speed of development and accelerate digital transformation initiatives that our customers are embarking on >>and come on. I want to stick with you on the digital transformation front. We've talked so much about how accelerated that has been in the last year with everything going on in such a dynamic market. Talk to me Kamal about some of the feedback that you've gotten from stack rocks customers about the acquisition and how it is that maybe that facilitator of the many pivots that businesses have had to do in the last year to go from survival mode to thriving business. >>Yeah. Yes, absolutely. The feedback from all of our customers bar none has been very very positive. So it's been it's allowed us to invest more in the business and you know, we publicly stated that we are going to invest more in adding more capabilities. We are more than doubling the size of our teams as an example. And really working hand in hand with our uh the broader team at Red had to uh further accelerate the speed of development and digital transformation initiatives. So it's been extremely positive because we're adding more resources, We're investing more. We're accelerating the product roadmap uh based on uh compared to what we could do as a, as a start up as you can imagine. And and the feedback has been nothing but positive. So that's kind of where we are today. And what we're doing with the summit is rolling out a new bundle called open shift uh, Open shift platform plus, which includes not just Red hat A CS which used to be Stock rocks, but also red hat open shift hybrid cloud platform as well as Red hat advanced uh container cluster management, ACM capabilities as well as create the container registry. So we're making it easier for our customers to get all the capabilities that they need to for the drive digital transformation initiatives to get. It goes back to this whole customer centric city team that red hat has, that was also core value of stack rocks and and the winner and all of this, we believe ultimately is our, our our customers because that's where we exist to serve them, >>right. And I really like that if I could chime in kind of on top of that a little bit. Um so, so I think that one of the things we've seen with the pandemic is more of the red Hat customers are accelerating their move to public cloud and away from on premises data centers. Uh and and you know, that's just part partly because of so many people working remotely. Um it just has really pushed things. And so with Hybrid cloud becoming even more key to our joint customer base and by hybrid cloud, I mean that they have some environments that are on premises as they're making this transition. Some of those environments may stay that footprint may stay on premises, but it might be smaller, they may not have settled on a single public cloud. They could, in fact, they often are picking a public cloud based on where their development focuses. Google is very popular for ai and ml workloads. Amazon of course is just used, you know, by pretty much everybody. Um and then Azzurri is popular with um a subset of customers as well. And so we see our customers investing in all of these environments and stack rocks red hat A CS like open shift runs in all these environments. So with open shift platform plus you get a complete solution that helps with multi cluster management with a C. M with security across all of these environments, right? You can take one approach to how you secure your cluster, how you secure your workloads, how you manage configurations, You get one approach no matter where you're running your containers and kubernetes platform when you're doing this with open shift platform plus. So you also get portability. If today you want to be running an amazon maybe tomorrow you need to spin up a cluster in google, you can do that if you're working with the K s or G K E, you can or a Ks, you can do that with red hat a CS as well. So we really give you everything you need to be successful in this move and we give you back to that choice word, right? We give you the opportunity to choose and to migrate at the speed that works for you. >>So that's simplicity. That streamlining. I gotta ask you the last question here in our last couple of minutes. Come on, what's the integration process been like? as we said the acquisition just a couple of months in. But talk to me about that integration process. What that's been like? >>Yeah, absolutely. So as I mentioned earlier, the process has been very smooth so far, so two months in and it's largely driven by the common set of culture and core values that exists between our two companies. And so uh you know, from a product standpoint, we've been working hand in hand because I mentioned earlier, we were partners are working hand in hand on accelerating the road map the joint roadmap that we have here uh from a go to market perspective teams are well integrated. We are going to be rolling out the rolling out the bundle and we're gonna be rolling out additional uh options for our customers. We've also publicly announced that will be open sourcing uh red hat A. C. S. Uh formerly known as Stock Rock. So stay tuned for further news and that announcement. And, and so you know, uh, again two months and everybody's been super collaborative. Super helpful, super welcoming. And the team is the well settled and we're looking forward to now focusing on our primary objective is just to make sure that our customers are successful. >>Absolutely. That customer focus is absolutely critical. But also so is the employee experience. And it sounds like we both talked about the ethos and the and the core value alignment. They're probably being pretty critical to doing an integration during a very challenging time globally. I appreciate both of you joining me on the program today, sharing what's going on stack rocks now asks the opportunities for customers to have that built in cuBA and the security. Thanks so much for your time. >>Thank you. Thank >>you for Camel shaw and Kirsten newcomer. I'm lisa martin. You're watching the cubes coverage of Red Hat Summit, The virtual experience. Mhm

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle. Okay, >>we're now going to explore the vision of the future of cloud computing From the perspective of one of the leaders in the field, J G >>Share >>a pure off is the vice president of As Your Data ai and Edge at Microsoft G. Welcome to the Cuban cloud. Thanks so much for participating. >>Well, thank you, Dave, and it's a real pleasure to be here with you. And I just wanna welcome the audience as well. >>Well, jg judging from your title, we have a lot of ground to cover, and our audience is definitely interested in all the topics that are implied there. So let's get right into it. You know, we've said many times in the Cube that the new innovation cocktail comprises machine intelligence or a I applied to troves of data. With the scale of the cloud. It's it's no longer, you know, we're driven by Moore's law. It's really those three factors, and those ingredients are gonna power the next wave of value creation and the economy. So, first, do you buy into that premise? >>Yes, absolutely. we do buy into it. And I think, you know, one of the reasons why we put Data Analytics and Ai together is because all of that really begins with the collection of data and managing it and governing it, unlocking analytics in it. And we tend to see things like AI, the value creation that comes from a I as being on that continues off, having started off with really things like analytics and proceeding toe. You know, machine learning and the use of data. Interesting breaks. Yes. >>I'd like to get some more thoughts around a data and how you see the future data and the role of cloud and maybe how >>Microsoft, you >>know, strategy fits in there. I mean, you, your portfolio, you got you got sequel server, Azure, Azure sequel. You got arc, which is kinda azure everywhere for people that aren't familiar with that. You've got synapse. Which course that's all the integration a data warehouse, and get things ready for B I and consumption by the business and and the whole data pipeline and a lot of other services as your data bricks you got You got cosmos in their, uh, Blockchain. You've got open source services like Post Dress and my sequel. So lots of choices there. And I'm wondering, you know, how do you think about the future of Of of Cloud data platforms? It looks like your strategies, right tool for the right job? Is that fair? >>It is fair, but it's also just to step back and look at it. It's fundamentally what we see in this market today is that customer was the Sikh really a comprehensive proposition? And when I say a comprehensive proposition, it is sometimes not just about saying that. Hey, listen way No, you're a sequel server company. We absolutely trust that you have the best Azure sequel database in the cloud, but tell us more. We've got data that's sitting in her group systems. We've got data that's sitting in Post Press in things like mongo DB, right? So that open source proposition today and data and data management and database management has become front and center, so are really sort of push. There is when it comes to migration management, modernization of data to present the broadest possible choice to our customers so we can meet them where they are. However, when it comes to analytics. One of the things they asked for is give us a lot more convergence use. You know it, really, it isn't about having 50 different services. It's really about having that one comprehensive service that is converged. That's where things like synapse Fitzer, where in just land any kind of data in the leg and then use any compute engine on top of it to drive insights from it. So, fundamentally, you know, it is that flexibility that we really sort of focus on to meet our customers where they are and really not pushing our dogma and our beliefs on it. But to meet our customers according to the way they have deployed stuff like this. >>So that's great. I want to stick on this for a minute because, you know, I know when when I have guests on like yourself, do you never want to talk about you know, the competition? But that's all we ever talk about. That's all your customers ever talk about, because because the counter to that right tool for the right job and that I would say, is really kind of Amazon's approach is is that you got the single unified data platform, the mega database that does it all. And that's kind of Oracle's approach. It sounds like you wanna have your cake and eat it, too, so you you got the right tool for the right job approach. But you've got an integration layer that allows you to have that converge database. I wonder if you could add color to that and you confirm or deny what I just said. >>No, that's a That's a very fair observation, but I I say there's a nuance in what I sort of describe when it comes to data management. When it comes to APS, we have them customers with the broadest choice. Even in that, even in that perspective, we also offer convergence. So, case in point, when you think about Cosmos TV under that one sort of service, you get multiple engines, but with the same properties, right global distribution, the five nines availability. It gives customers the ability to basically choose when they have to build that new cloud native AB toe, adopt cosmos Davey and adopted in a way that it's and choose an engine that is most flexible. Tow them, however you know when it comes to say, you know, writing a sequel server, for example from organizing it you know you want. Sometimes you just want to lift and shift it into things. Like I asked In other cases, you want to completely rewrite it, so you need to have the flexibility of choice there that is presented by a legacy off What's its on premises? When it moved into things like analytics, we absolutely believe in convergence, right? So we don't believe that look, you need to have a relation of data warehouse that is separate from a loop system that is separate from, say, a B I system. That is just, you know, it's a bolt on for us. We love the proposition off, really building things that are so integrated that once you land data, once you prep it inside the lake, you can use it for analytics. You can use it for being. You can use it for machine learning. So I think you know, are sort of differentiated. Approach speaks for itself there. Well, >>that's that's interesting, because essentially, again, you're not saying it's an either or, and you're seeing a lot of that in the marketplace. You got some companies say no, it's the Data Lake and others saying No, no put in the data warehouse and that causes confusion and complexity around the data pipeline and a lot of calls. And I'd love to get your thoughts on this. Ah, lot of customers struggled to get value out of data and and specifically data product builders of frustrated that it takes too long to go from. You know, this idea of Hey, I have an idea for a data service and it could drive monetization, but to get there, you gotta go through this complex data lifecycle on pipeline and beg people to add new data sources. And do you do you feel like we have to rethink the way that we approach data architectures? >>Look, I think we do in the cloud, and I think what's happening today and I think the place where I see the most amount of rethink the most amount of push from our customers to really rethink is the area of analytics in a I. It's almost as if what worked in the past will not work going forward. Right? So when you think about analytics on in the Enterprise today, you have relational systems, you have produced systems. You've got data marts. You've got data warehouses. You've got enterprise data warehouses. You know, those large honking databases that you use, uh, to close your books with right? But when you start to modernize it, what deep you are saying is that we don't want to simply take all of that complexity that we've built over say, you know, 34 decades and simply migrated on mass exactly as they are into the cloud. What they really want is a completely different way of looking at things. And I think this is where services like synapse completely provide a differentiated proposition to our customers. What we say there is land the data in any way you see shape or form inside the lake. Once you landed inside the lake, you can essentially use a synapse studio toe. Prep it in the way that you like, use any compute engine of your choice and and operate on this data in any way that you see fit. So, case in point, if you want to hydrate relation all data warehouse, you can do so if you want to do ad hoc analytics using something like spark. You can do so if you want to invoke power. Bi I on that data or b i on that data you can do so if you want to bring in a machine learning model on this breath data you can do so, so inherently. So when customers buy into this proposition, what it solves for them and what it gives them is complete simplicity, right? One way to land the data, multiple ways to use it. And it's all eso. >>Should we think of synapse as an abstraction layer that abstracts away the complexity of the underlying technology? Is that a fair way toe? Think about it. >>Yeah, you can think of it that way. It abstracts away, Dave a couple of things. It takes away the type of data, you know, sort of the complexities related to the type of data. It takes away the complexity related to the size of data. It takes away the complexity related to creating pipelines around all these different types of data and fundamentally puts it in a place where it can be now consumed by any sort of entity inside the actual proposition. And by that token, even data breaks. You know, you can, in fact, use data breaks in in sort off an integrated way with a synapse, Right, >>Well, so that leads me to this notion of and then wonder if you buy into it s Oh, my inference is that a data warehouse or a data lake >>could >>just be a node in inside of a global data >>mesh on. >>Then it's synapses sort of managing, uh, that technology on top. Do you buy into that that global data mesh concept >>we do. And we actually do see our customers using synapse and the value proposition that it brings together in that way. Now it's not where they start. Often times when a customer comes and says, Look, I've got an enterprise data warehouse, I want to migrate it or I have a group system. I want to migrate it. But from there, the evolution is absolutely interesting to see. I give you an example. You know, one of the customers that we're very proud off his FedEx And what FedEx is doing is it's completely reimagining its's logistics system that basically the system that delivers What is it? The three million packages a day on in doing so in this covert times, with the view of basically delivering our covert vaccines. One of the ways they're doing it is basically using synapse. Synapse is essentially that analytic hub where they can get complete view into their logistic processes. Way things are moving, understand things like delays and really put all that together in a way that they can essentially get our packages and these vaccines delivered as quickly as possible. Another example, you know, is one of my favorite, uh, we see once customers buy into it, they essentially can do other things with it. So an example of this is, uh is really my favorite story is Peace Parks Initiative. It is the premier Air White Rhino Conservancy in the world. They essentially are using data that has landed in azure images in particular. So, basically, you know, use drones over the vast area that they patrol and use machine learning on this data to really figure out where is an issue and where there isn't an issue so that this part with about 200 rangers can scramble surgically versus having to read range across the last area that they cover. So What do you see here is you know, the importance is really getting your data in order. Landed consistently. Whatever the kind of data ideas build the right pipelines and then the possibilities of transformation are just endless. >>Yeah, that's very nice how you worked in some of the customer examples. I appreciate that. I wanna ask you, though, that that some people might say that putting in that layer while it clearly adds simplification and e think a great thing that they're begins over time to be be a gap, if you will, between the ability of that layer to integrate all the primitives and all the peace parts on that, that you lose some of that fine grain control and it slows you down. What would you say to that? >>Look, I think that's what we excel at, and that's what we completely sort of buy into on. It's our job to basically provide that level off integration that granularity in the way that so it's an art, absolutely admit it's an art. There are areas where people create simplicity and not a lot of you know, sort of knobs and dials and things like that. But there are areas where customers want flexibility, right? So I think just to give you an example of both of them in landing the data inconsistency in building pipelines, they want simplicity. They don't want complexity. They don't want 50 different places to do this. Just 100 to do it. When it comes to computing and reducing this data analyzing this data, they want flexibility. This is one of the reasons why we say, Hey, listen, you want to use data breaks? If you're you're buying into that proposition and you're absolutely happy with them, you can plug plug it into it. You want to use B I and no, essentially do a small data mart. You can use B I If you say that. Look, I've landed in the lake. I really only want to use em melt, bringing your animal models and party on. So that's where the flexibility comes in. So that's sort of really sort of think about it. Well, >>I like the strategy because, you know, my one of our guest, Jim Octagon, e E. I think one of the foremost thinkers on this notion of off the data mesh and her premises that that that data builders, data product and service builders air frustrated because the the big data system is generic to context. There's no context in there. But by having context in the big data architecture and system, you could get products to market much, much, much faster. So but that seems to be your philosophy. But I'm gonna jump ahead to do my ecosystem question. You've mentioned data breaks a couple of times. There's another partner that you have, which is snowflake. They're kind of trying to build out their own, uh, data cloud, if you will, on global mesh in and the one hand, their partner. On the other hand, there are competitors. How do you sort of balance and square that circle? >>Look, when I see snowflake, I actually see a partner. You know that when we essentially you know, we are. When you think about as you know, this is where I sort of step back and look at Azure as a whole and in azure as a whole. Companies like snowflakes are vital in our ecosystem, right? I mean, there are places we compete, but you know, effectively by helping them build the best snowflake service on Asia. We essentially are able toe, you know, differentiate and offer a differentiated value proposition compared to, say, a Google or on AWS. In fact, that's being our approach with data breaks as well, where you know they are effectively on multiple club, and our opportunity with data breaks is toe essentially integrate them in a way where we offer the best experience. The best integrations on Azure Barna That's always been a focus. >>That's hard to argue with. Strategy. Our data with our data partner eat er, shows Microsoft is both pervasive and impressively having a lot of momentum spending velocity within the budget cycles. I wanna come back thio ai a little bit. It's obviously one of the fastest growing areas in our in our survey data. As I said, clearly, Microsoft is a leader in this space. What's your what's your vision of the future of machine intelligence and how Microsoft will will participate in that opportunity? >>Yeah, so fundamentally, you know, we've built on decades of research around, you know, around, you know, essentially, you know, vision, speech and language that's being the three core building blocks and for the for a really focused period of time we focused on essentially ensuring human parody. So if you ever wondered what the keys to the kingdom are it, czar, it's the most we built in ensuring that the research posture that we've taken there, what we then done is essentially a couple of things we focused on, essentially looking at the spectrum. That is a I both from saying that, Hollis and you know it's gotta work for data. Analysts were looking toe basically use machine learning techniques, toe developers who are essentially, you know, coding and building a machine learning models from scratch. So for that select proposition manifesto us, as you know, really a. I focused on all skill levels. The other court thing we've done is that we've also said, Look, it will only work as long as people trust their data and they can trust their AI models. So there's a tremendous body of work and research we do in things like responsibility. So if you ask me where we sort of push on is fundamentally to make sure that we never lose sight of the fact that the spectrum off a I, and you can sort of come together for any skill level, and we keep that responsibly. I proposition. Absolutely strong now against that canvas, Dave. I'll also tell you that you know, as edge devices get way more capable, right where they can input on the edge, see a camera or a mike or something like that, you will see us pushing a lot more of that capability onto the edge as well. But to me, that's sort of a modality. But the core really is all skill levels and that responsible denia. >>Yeah, So that that brings me to this notion of wanna bring an edge and and hybrid cloud Understand how you're thinking about hybrid cloud multi cloud. Obviously one of your competitors, Amazon won't even say the word multi cloud you guys have, Ah, you know, different approach there. But what's the strategy with regard? Toe, toe hybrid. You know, Do you see the cloud you bringing azure to the edge? Maybe you could talk about that and talk about how you're different from the competition. >>Yeah, I think in the edge from Annette, you know, I live in I'll be the first one to say that the word nge itself is conflated. Okay, It's, uh but I will tell you, just focusing on hybrid. This is one of the places where you know I would say the 2020 if I would have looked back from a corporate perspective. In particular, it has Bean the most informative because we absolutely saw customers digitizing moving to the cloud. And we really saw hybrid in action. 2020 was the year that hybrid sort of really became really from a cloud computing perspective and an example of this is we understood it's not all or nothing. So sometimes customers want azure consistency in their data centers. This is where things like Azure stack comes in. Sometimes they basically come to us and say, We want the flexibility of adopting flexible pattern, you know, platforms like, say, containers orchestra, Cuban Pettis, so that we can essentially deployed wherever you want. And so when we design things like art, it was built for that flexibility in mind. So here is the beauty of what's something like our can do for you. If you have a kubernetes endpoint anywhere we can deploy and as your service onto it, that is the promise, which means if for some reason, the customer says that. Hey, I've got this kubernetes endpoint in AWS and I love as your sequel. You will be able to run as your sequel inside AWS. There's nothing that stops you from doing it so inherently you remember. Our first principle is always to meet our customers where they are. So from that perspective, multi cloud is here to stay. You know, we're never going to be the people that says, I'm sorry, we will never see a But it is a reality for our customers. >>So I wonder if we could close. Thank you for that by looking, looking back and then and then ahead. And I wanna e wanna put forth. Maybe it's, Ah criticism, but maybe not. Maybe it's an art of Microsoft, but But first you know, you get Microsoft an incredible job of transitioning. It's business as your nominee president Azzawi said. Our data shows that so two part question First, Microsoft got there by investing in the cloud, really changing its mind set, I think, in leveraging its huge software state and customer base to put Azure at the center of its strategy, and many have said me included that you got there by creating products that air Good enough. You know, we do a 1.0, it's not that great. And the two Dato, and maybe not the best, but acceptable for your customers. And that's allowed you to grow very rapidly expanding market. >>How >>do you respond to that? Is that is that a fair comment? Ume or than good enough? I wonder if you could share your >>thoughts, gave you? You hurt my feelings with that question. I don't hate me, g getting >>it out there. >>So there was. First of all, thank you for asking me that. You know, I am absolutely the biggest cheerleader. You'll find a Microsoft. I absolutely believe you know that I represent the work off almost 9000 engineers and we wake up every day worrying about our customer and worrying about the customer condition and toe. Absolutely. Make sure we deliver the best in the first time that we do. So when you take the platter off products we've delivered in nausea, be it as your sequel, be it as your cosmos TV synapse as your data breaks, which we did in partnership with data breaks, a za machine learning and recently when we prevail, we sort off, you know, sort of offered the world's first comprehensive data government solution in azure purview. I would humbly submit to you that we're leading the way and we're essentially showing how the future off data ai and the actual work in the cloud. >>I'd be disappointed if you if you had If you didn't, if you capitulated in any way J g So so thank you for that. And the kind of last question is, is looking forward and how you're thinking about the future of cloud last decade. A lot about your cloud migration simplifying infrastructure management, deployment SAS if eyeing my enterprise, lot of simplification and cost savings. And, of course, the redeployment of resource is toward digital transformation. Other other other valuable activities. How >>do >>you think this coming decade will will be defined? Will it be sort of more of the same? Or is there Is there something else out there? >>I think I think that the coming decade will be one where customers start one law outside value out of this. You know what happened in the last decade when people leave the foundation and people essentially looked at the world and said, Look, we've got to make the move, you know, the largely hybrid, but we're going to start making steps to basically digitize and modernize our platforms. I would tell you that with the amount of data that people are moving to the cloud just as an example, you're going to see use of analytics ai for business outcomes explode. You're also going to see a huge sort of focus on things like governance. You know, people need to know where the data is, what the data catalog continues, how to govern it, how to trust this data and given all other privacy and compliance regulations out there. Essentially, they're complying this posture. So I think the unlocking of outcomes versus simply Hey, I've saved money Second, really putting this comprehensive sort off, you know, governance, regime in place. And then, finally, security and trust. It's going to be more paramount than ever before. Yeah, >>nobody's gonna use the data if they don't trust it. I'm glad you brought up your security. It's It's a topic that hits number one on the CEO list. J G. Great conversation. Obviously the strategy is working, and thanks so much for participating in Cuba on cloud. >>Thank you. Thank you, David. I appreciate it and thank you to. Everybody was tuning in today. >>All right? And keep it right there. I'll be back with our next guest right after this short break.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by Silicon Angle. Hi, this is David Linton. You're watching the Cubes coverage of the Cube on Cloud, our own virtual event where we're trying to understand the future of cloud, where we've come from and where we're going. And we're bringing in visionaries to really have that detailed conversation. Daniel Jones is here. He's the CEO of automation specialist. You. I path Daniel. Thanks for coming on and sharing your insights here. >>Thank you so much for inviting me. They've appreciated. >>That's always a pleasure to get together with folks that have started companies with a seed of a vision and have exploded in tow. You know, great success. And when I wanna go back to the the the founding days of you, I path 2005. It was a pre cloud. There's certainly pre cloud as we know it today. A w s came out in 2006. Aw, and then we saw the clouds Ascendancy. But but your original founding premise there was no cloud, you know, it wasn't like a startup could just spend up stuff in the cloud. But what you've seen that evolution. So when you first started to see cloud evolved, What did you think? Did you think Oh, well, we'll see what happens. Or did you? Did you know at the time that this was gonna be a bigas? It actually has become. What were your thoughts back then? >>Well, I honestly, I thought that we are kind of agent. And maybe it's stupid to not to pie foot in tow, The new trends in technology like Cloud Mobile social and I we kept, you know, working on this computer vision technology that 15 years ago, war was not really hot. But with the evolution of self driving cars and the latest development in AI, we we've been able to capture our investments in the domain that was not hot. But suddenly, you know, became the word the of the greatest minds in I t. And we definitely we specialize Our computer vision toe a narrow use case, but still, it's the It's the key of what we've done in, uh, in the end, the robots are powered by computer vision technology. This kind of a robot emulate how human user work. So obviously we use vision a lot in our day by day work and having the best technology that allows our robots to interact with the computer screen more like human user is quintessential and, uh, making our business reliable and easy to use. So we were lucky. But I always felt that maybe I should change it. And we were feeling I remember you know, many discussions with my, you know, initial developers because we like what you're doing. What we felt a bit left outside my door. What way? Got lucky in the end. >>So So I have a premise here and that when you go back to the early days of cloud, what they got right was they were attacking the human labor problem and they automate it was storage. It was it was networking. It was compute. But really the automation that they brought toe i t. And the quality that that drove and the flexibility was, you know, a game changer. Of course, we know that now. And you know, many of us at the time were very excited about Cloud. I'm not sure we predicted the impact that it had, but my premise is that there's a parallel in your business with the automation that you're driving into the business. We've talked toe people, for instance, that some of your customers have said, You know I can't do Six Sigma. I can't afford to do six Sigma before things like R P. A. For business process. I do that for Mission critical things, but now I can apply six Sigma thinking across my entire business that drives quality. It takes costs out of my business. So what do you think about that premise? That there's a parallel between the early days of cloud taking human labor out of the equation and driving quality and flexibility, cost saving speed and revenue, etcetera and what you're doing on the business side, >>it is clearly a parallel. I can tell that the cloud was built by looking at ICTY Automation use cases first of all, because this is all software engineers understand the most software engineers. Let's be you little on this. They don't understand the business work. They don't understand all how the rial work is performing a big enterprise and they don't care. Sometimes when in my own discussions with our CFO, he is surprised that I don't know all the use cases in the world. Yes, of course. I don't know exactly how an insurance company work All the processes in a health care, all the banking processes. I have intellectual curiosity how they were. But what interests me the most is our computer vision technology that works uniformly well across different. That was the same from the cloud. So initially they built and they build a cow cloud one toe, help them when what they know the best. And now, for we were put in the face of having great technology, this computer region technology, but without having a great use case in the I t world that we understood. And when we when I'm speaking about our early days like 12, 13, 14, I believe this technology has a lot less applicable bility in the real world. Because again, we were thinking of some sorts of small I T automation gigs that were not possible just doing the AP ice. But when I discovered the messy world of business processes and how important is to emulate people when you think automation, that was a big ah ha moment. So I believe that we can do for business processes what the cloud has done for I t processes on. We are really patient now about this business processes on helping people toe eliminate all the repetitive work that is their delegate. This work two robots and have the people that are required to do this work do do better. A smaller number of tasks every day. Everyone has own, as on her or him played today like, let's say, 10, 20 different activities. Some of them can be completely delegated to rob to robots, and they are the low value type of activities, while they can focus on the high value activities like interaction with people, creativity, decision making and this type of human like things that we as humans really love. >>I love that you shared that story, but you thought it was a very narrow, sort of set of use cases when you first started and then, you know, that's that's just an awesome founders, you know, really ization. I love it when we've often said in the Cube that, you know, for decades we've marched to the tune of Moore's Law. That was the innovation engine. No longer is that case. It's a combination of of data, applied machine intelligence and cloud for scale. And I guess the computer vision pieces How you in just the data you've you've made some investments in a I and there's many more to come the industry in general and the cloud is sort of the piece of that equation that we see for scale. So I wonder how you see those pieces fitting to your business. Uh, and how important is the cloud for your scale? At last? Uh, at last year, I path forward. There was a lot of talk amongst your customers about scaling. Is the cloud critical for that scale? >>Yeah, I believe so. And we are thinking of clouds in tow. Distinct ways number one. We're offering Onda manage automation service in our own close, using where we host everything by ourselves, including our orchestrator, and then be next to have the plans to include our the robots that execute the automation And people simply can't connect to our cloud building automation and just scheduled to run without any maintainers. And they will have access to oh, great analytics, Everything integrated. So this is a major force to us, and the way we launching G a. This cloud offering in April this year, and I can tell you that until now, 20% of our customers already are in a shape or another in this type of offering, not 20% dollar amount, but 20% of our customers. And it's clear that at this point this has mawr applicability into the long tail, a smaller customers than in the on our biggest customers. But the second, this thing type of cloud offering that we focus on is toe have best in class support and best in class multi cloud support for the cloud of choice of our customers. For instance, if you go in if you go in a w, g, c, p usher and you buy a subscription there, you wear buildings. Specialized editions were with one click. You will be able to install our technology in those clouds and you'll be ableto scale up and down your robots. You can connect your robots to our many service were within your tenant, but basically the angle is toe lesson. Ah lot the administration, the maintainers footprint of your installation, either on our own cloud, even on your cloud of choice. I'm a strong believer that we will see an accelerated transition from the completely on Prem Workloads into these two source of cloud workloads. >>I wanna ask you, is a a technologist if you see. So you mentioned that you're gonna take your products and your support. Multiple clouds will run on any cloud in A lot of companies are talking about that, you know, for their respective whether it's a database or, you know, whatever storage device, etcetera. Do you see the day where you'll actually start? You're collaborating across clouds. Where the user, uh, maybe maybe the user today doesn't know, but maybe a developer does know which cloud it's running on. But do you see any value in actual, you know, connecting across clouds where the data and one cloud is relevant for the data? Another cloud is I know there are latent see issues. Is that you know, technically feasible. And is it it? Will it drive business value? What do you think about that cross cloud connection? >>I believe it is already happening. There is a mesh between between various services and who knows in which cloud they are awful. Already. I feel the Leighton see is less and less of a problem as much as the biggest cloud provider have have a very distributed geographically president. So as long as I can playing AWS in East Coast, on on Asia in East Coast, it's not such a big Leighton see issue. Uh huh. Frankly, in the past, our customers at least start telling us they seen how it is to be completely looking toe one technology on people would like Toa have optionality. It's not necessarily that I will use three clothes, but I would like to use the vendor that gives me optionally even. And this is what we're trying to offer. >>Do you, when you think about the future of work? I mean, e said before the cloud one dato was infrastructure storage, networking, computing Uh, it seems like to Dato we're bringing in more ai new workloads. We're seeing, you know, analytics and machine intelligence applied to the data and then, you know, distributed at scale self serve to the business. How do you see the future of work specifically as it relates toe automation affecting that, uh on you know what role does cloud play there? What's your vision? >>So as the workloads will move to cloud. It's absolutely critical that the processes will move to cloud, so there is no way back. I think, that moving in tow, moving from home for and software into cloud will make even easier toe automate this type of workloads into the cloud. It's gonna be less maintain us. You will deal less with legacy applications that require some special care. It's kind of a bit more easier to automate modern Onley, Web based type of application so that Z we'll see an acceleration on the moving to cloud. But again, there will be different sorts of cloud from a completely manage automation service from us toe managing yourself the automation in your cloud tenant, but not on prayer. I'm not a big believer that we will accept unless very few critical sectors I don't think that we will see home Primor roads in the past five years. >>I mean, I agree in this case, the business case for on Prem just gets, you know, less and less. I mean, it'll be a certain applications for sure. My last question is, when thinking about from a software developer standpoint, you obviously you're gonna wanna run in a W S and G, C P and Azure. Uh, perhaps Alibaba, Uh, do you look at other clouds? Whether their regional clouds, of course. You got your own cloud. Maybe Oracle. IBM. How do you think about those? Do you just sort of evaluated on a case by case basis? You let customers, you know, tell you where you need to be. >>Yeah, way focus on the on the three big clouds today, but we're building on the top off Q Burnett is most of our way. We have a big shift in tow building que Burnett is micro services. And my guess is that all mother clouds would offer fantastic support for kubernetes. So what What it takes when you create a new edition for another cloud is toe is toe have the underlying services. Like if we plan to use snowflake, for instance in our analytics offering, you better have snowflake in another cloud. Otherwise, probably the the analytics will will have toe be delayed or use a less of one part technology. So it's not only about what we are building, but it's also, you know, the vast availability of other set of technologies that we try toe use when you choose a technology. Now, first of all, we are looking. We need to choose something that is multi cloud. There's who's dedicated from one cloud vendor. That's that's our first priority. This is why I've mentioned snowflake and then when when we moved into a cloud. We are limited by the offerings that are there, but I my belief is in the main clouds, probably in the US I don't know one of the region's what's gonna happen, but in the main crowds in the U. S. In I believe that they will. In the end, they will catch up in terms off offering and convincing of other defenders toe have kind of kind of similar offering on their own. I don't know if, besides, the Big Three, or you'll see someone and that is able to compete could be too much fragmented. Maybe they will be dedicated clouds for certain services. But for General Cloud, I think three is more than enough. >>Yeah, and so, you know, in the early days of cloud, people talked about dial tone, and essentially, that's what's becoming. It's the it's the value that's running on top of the cloud from software companies like ey Path and others that is really driving. So the cloud to Dato the next generation Daniel Dennett is thanks so much for sharing your vision on participating in the Cuban cloud. Really appreciate it. >>My pleasure, Dave. Thank you so much for inviting. >>You're welcome. You always great to talk to you. And thank you for watching everybody keep it right there. We'll be back with our next guest right into this short break. This is Dave Volonte for the Cube. Yeah.

>>from around the globe. It's the Cube with digital coverage of a new era and database management brought to you by Nutanix. >>Welcome back. I'm still minimum and we're covering Nutanix Is New Era database launch Of course, we had to do instead of conversation with Monica Ambala talking about era to Dato and to dig into it a little bit further. We have some new tennis guests as well as what? One of their close partners. So going across the channel, first of all, happy to welcome to the program. Uh, the new kid UPA she is the gsc strategy and go to market with Nutanix sitting in the middle chair we have on and Akila whose product marketing leader with Nutanix and then from HCL happy to welcome to the program Tasing who is the senior vice president with HCL Technologies. I mentioned all three of you. Thank you so much for joining us. >>Glad to be here, >>right? Uh they knew What? Why don't we start with you? You handle the relationship between Nutanix and HCL. As I said, some exciting announcements database services help us understand how Ah partner like HCL takes the technology and what will help bring it to market. >>Let me start by thanking used to for this opportunity. Head Seal is a very significant partner for Nutanix and we've had this partnership for a long time now. It's one of our long standing partnership. Over the five years we've closed over 100 accounts across all three theaters. Trained professionals both on the Nutanix side on the outside, on built a 3 60 relationships so we can deliver the best experience around solutions to our partners. In the very recent announcement, we're looking to build a database as a service offering. With that CL we want Thio leverage are intelligent technology that allows us to simplify off and increase operating efficiency. Andi Couple it with head seals ability to offer world class services on it. It's a scale to reach the go to market needs needed right. We're very confident that the solution is going to drive significant incremental business for both our companies. >>Excellent taste. We would love to hear from your standpoint. What is it that excites you? We we know HCL knows the data space real well. So I think you've got some customers that air looking to take advantage of some of these new offerings. >>Yeah, So if you look at where the focus has been so far, most of the focus is on taking applications to cloud and moving them from VM two probably containers one of the most. Uh, I won't say, uh, neglected, but the space that needs to change now is the entire database space on. If you look at how customers are managing databases today, they have taken hardware on a KPIX model. They have the operating system and the database licenses on L. A model from the E. M s on. Then they have, ah, teams which are siloed depending upon the database technology that is there in the environment and managing that I think that whole model is has to change, enabling customers to transform Onda accelerate the digital transformation journey on. That is where our offering off database as a service ises very unique because it offers a full stack off services which includes right from hardware and all the way to operations on a completely utility model powered by the Nutanix era. >>Yeah, on it might make sense if you could give us a little bit of a broader context for your users. Some of the data that you have around this offering, >>yeah, you know, attend effect. All the solution, our joint solutions. Our customers, uh, they are trying to deliver the best individual experience, right? That's at the heart of it. What they're trying to do, I'll give you a couple of customer examples. For example, Arbil Bank in India. You know, they deployed their database solutions and applications, and Nutanix got 16 fasters application response. That means like they used to take 180 seconds. Uh, Thio logging into the application. And now it's, uh, 20 seconds, 36 times faster. Another example I could give. I can give many examples, but when this one is really interesting, Delaware Valley community held, you know, at the time of Kobe they went remote. They started working from home and they had medical systems applications. EMR electronic medical record applications and used to take even before they were working from home, is take like 171 seconds to log into medical systems before they could, you know, talk to their patients and look at their, you know, health results and everything and that from 171 seconds, it went to 19 seconds. So these are some of the values that customers seeing when it comes to delivering the individual experience to their customers. >>Yeah, absolutely. We've seen police stage go ahead. >>Yeah, and I just had to What men? Who said that? It's also the ability tohave self service with dynamic provisioning capability that really brings the value toe the to the I T teams and to the application teams who are consuming these services. So we have cases where customers were waiting for about a week, 10 days for the environments to be provisioned to them. And now it's a matter of seconds or minutes where they can have a full fledged environments leading to develop a productivity. And that also really adds the whole acceleration that we just spoke about. >>Yeah, we we've absolutely seen such a transformation in database for the longest time. It was, you know, a database. It didn't change too much. That's what everything run on Now there's a lot of flexibility. Open source is a big piece of what's going on there. I'd like to come back to you and you know, they know. I know you're gonna want to chime in here. You know, HCL doesn't just, you know, take this off the shelf and, you know, resell it, help us understand. You know what is unique about the offering that that HCL brings market? Uh, with with >>Nutanix. Right. So one is that we have standardized reference architectures, which really x ray the time to consume the offering. We're not building anything from from from ground up. Three Nutanix is also part off our velocity framework, which helps customers deploy software defined infrastructure as the as a foundation element for their for their private cloud. Now, what is unique is also the ability toe not only provide operations on different databases that are there in the environment on a completely utility model, but also help customers, you know, move to cloud and adopt the database clouded of databases and then manage the whole show seamlessly using using the BP platform and that really, you know, if you look at the trend that is there, there's a short term impact on the long term impact off transformation. In the short term, there's hardly an industry which is not touched by by covert on most of our customers are either looking at cost or initiatives or are looking at ah platform, which will help them in a weight or find new business model to to sail through. In the long term, we strongly believe that the customers will be in a hybrid, multi cloud world where they will still have the heritage environments. The article and the Sequels on a lot off cloud native data business will also start coming into picture. How do you manage is also seamlessly is what will be the next challenge for for most of the customers. And that's where we come in, along with Nutanix, to solve the problem. >>Well, very simply put right, we have different categories of customers. One off them refers to buy the ingredients and make their own meal on some really large customers, and global customers prefer to buy the meal and pay for it on on as consumer basis. What that seal does is take era, which simplifies a lot of the database operations, puts it into a full stack solution and gives the customer the full stack solution. Everything from assessing that environment to deploying, to making sure that the designers I accurate and then of course, the day and through they do through and, uh, uh, environment, right. So literally the customer can Now I'll offload any off their data center, our database management and operation to hit cl from my perspective on do rest assured, run their projects toe, etc. Also, excel becomes their extended arm, the beauty off. It is also like working with dead C. Elgar now able to offer the entire solution on a pay as you go model or pay as you use model, which is very relevant to the existing times where everybody is trying to cut their Catholics costs and and optimized on the utilization. >>Well, great. Great to hear about that. You've mentioned that this partnership has been for many years, so I know you've got plenty of joint customers. Anything specifically could share about these new offerings on. And I know you've got a lot of the customer stories there. Maybe you could start would look love, freedom. The rest of you, >>Thio, I'll start what? You know, Like I talked about a couple of customers. But recently I'm really excited about. And this is something that to be a announcing today as well. Ah, study that we did with Forrester called Forrester T I study, which is what it means total economic impact study. And what they do is that they topped with customers, uh, interviewed them, four of them. And based on their experience, uh, you know what? They observe what kind of benefit they got, what challenges they had, what was cause they built an economic model. And based on that economic model, they found that customers were rolled all off them were able to get their payback within six months. So Bala talked about it earlier that, you know, like all the great experience, all the great value that we offer, but at a very, very good cost. So the six less than six months payback was used and the r y for the three years period and again, this is ah, model based on four enterprises was 2 91 100% almost like three times mawr. So whatever they invested, I think on an average day the cost was 2.3 million and the benefit was nine million or so so huge value customers have observed already. And with this new launch, I believe that it will just go to the next level. All the things about provisioning copy data saving that the stories All of that adds to the R Y that I'm talking about and our joint customers with SCL or otherwise, who are customers who are running their applications, their business critical applications on you can X Platform managed by era an era is built out off a bunch off best practices that over time that we have done. I talked about custom performance earlier, and a lot of the performance comes from fine tuning. You do that like a lot of tea tuning and to get to the right kind of performance. Uh, era comes with that, those best practices. So when your provisioning an application, you know, it gives you you don't have to do all that tuning. So that's the value customers are experiencing. And I'm really excited about the joint customers what they could experience and benefit out off the new expanded solution. >>Great Tiger. Any other customer examples that you'd like to share? >>Well, we got a lot of go ahead page, >>but it's okay. >>No, I was just saying that we've had a lot of success with Head cl across the board anywhere from data center organization Thio v. D. I. We had a very large manufacturing company in America where we partner together. They have a huge number of sub brands. We partnered together to go evaluate that environment and then also even that is a B infrastructure with databases. It's a relatively new offering we're announcing today. But we're leveraging the expertise that SCL has in the market, uh, to go to go deeper into that market with cl eso. I will leave it to page to give us the NCL examples. >>So one thing that is happening is the very definition off infrastructure and infrastructure operation itself is changing. So a couple of years ago, for many of our customers, it was about operating system management, hardware management, network management and all the use. Uh, the concept that you're going back to customer is about platform operations. That means everything to do with application operations. Downward is going to be done by one integrated unit. Now, with Nutanix, we can we can really bring a lot of change, and we're bringing a lot of change in our in the operations model for for lot off a large customers where earlier you had siloed teams around Compute network storage, offering system databases both at the Level two and level three, and you had a level one, which was basically command center. Now, we're saying is that with the artificial intelligence and machine learning driven OBS, you can practically eliminate the need for command center on the level two layer because the platform enables you toe be multi skilled. You need not have siloed engineers looking after databases separately on and operating system separately. You can have the same sort of people who are cross train, multi skilled, looking at the entire state. On at level three. You may want to keep people who are deep into databases as a separate team, then from people who are managing the Nutanix platform, which is a combination off compute storage and and and and the SCN. So that's the change that we're bringing. A lot of our customers were going about infrastructure, platform modernization, Azaz, the public cloud or hybrid clubs. >>Well, I think you're really articulated well, that modernization journey we've seen so many companies going through. The thing I've been saying with Nutanix for years is modernize the platform, then you can modernize everything that runs on top of it. All the applications on, of course, did databases a major piece of this on. And that brings up a point I want to get your take on. We haven't talked about developers, you know, the DEV ops trend. Something we've seen, you know, huge growth for for a number of years. So what >>does this >>mean from developers? This something that you know, mostly the infrastructure team's gonna handle. Or how do you bridge that gap to the people that really are? You know, building and building and building the APS. >>Yeah. And in this digital world, you know the cycle time from idea to production. Everyone is trying to reduce that. What that means is that things are moving left. People are trying to develop and test early in the life cycle when it is easy to find a problem and easy to and cheaper to fix. Right. So for that, you need a your application environment, your application and database available to test and develop in, uh, you know, like in volume. And that's where databases the service era helps developers and develops professionals to provision in the whole infrastructure for testing and involvement in hundreds and thousands of them at the same time without, you know, worrying about the storage back back and how much story it is consuming. So it is. It helps developers to to really expedite their development and testing left lifecycle ultimately resulting in excellent and unique experience. >>Yeah, absolutely way no. Of just moving faster. Being able to respond to the business so critically important. Uh, they know Tasia wanna let you have the final word Talk about the partnership and what we should expect, you know, in the coming months and quarters. >>So, uh, I'll go first. And then we can come in, uh, a salon and Nutanix you to share the same values where we believe that we need to provide a very innovative platform for our customers to accelerate their digital transformation journey. No matter what it is right, we share common values and way have a 3 60 degree relationship. It started way back in 2015 and we have come a long way since then. A C also does engineering services for for Nutanix, and we have closed about 850 r plus people who has prayed and 35 on Nutanix Solutions. Providing manage services to our customers on Nutanix is also part off our software defined infrastructure portfolio on we're taking it to our customers as part of our entire infrastructure platform modernization that, I suppose talk about earlier three recent announcement off Nutanix clusters running on AWS. I think it's a significant announcement and it will provide a lot off options to our customers. And as an S, I, uh, you know, we are able to bring a lot of value to our customers. We're looking at adopting cloud the database as a service offering. I think we're very excited about it. I I think we have about 300 plus customers, and many of them are still stuck with the way they are managing databases the old way. And we can bring in a lot of value to those customers, whether it is about reducing cars or increasing agility or helping them modern ice, The platform one ended up hybrid multi club >>business critical lapse are growing, are still growing, and data is pretty much gold in these scenarios, right? It's it's doubling every two years, if not more with every transaction being remote today with zeal. We actually look forward to addressing that market and optimizing the environment for our customers. Both of our companies believe in partnership crossed and the customer first mindset. And when you have that belief, trust comes with delivering the best experience to our customers. So we're looking forward to this partnership and you're looking forward to growing our joint revenue and modernizing our customers platforms with this often? >>Well, I wanna thank all three of you for for sharing the exciting news. Absolutely. It looks like a strong partnership. Lots of potential there for the future. So thank you so much for joining us. Thank you for >>having thank you. Mhm. >>All right, when I think the audience were watching this lot with Nutanix, the new era in database management personally, a big thank you to the Nutanix community has been a pleasure being able to host these interviews with Nutanix for for many years. So I'm still minimum and thank you as always for watching the Cube

>>from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue. Here's your host Still, Minutemen >>Hi and welcome to the Boston area studio. Happy to welcome back two of our Cube alumni, both from Active e o Brian Regan, the C M O of the company. And it took Rommel. Who's the vice president and general manager of Cloud? Gentlemen, thanks so much for joining us. >>Happy New Year's too great to be here. >>Yeah, 2020 way we're talking about. We don't all have flying cars and some of these things, but there are a lot of exciting things and ever changing in the tech world. We're gonna talk a lot about N. C. Which, of course, is active use announcement. If I heard the sea, it's about clouds, about containers and about copy data management. With course, you know we know act as always quite well, Brian. Let's start with a company update first. Of course, you know, copy data management is where activity really created a category, but all of these new waves of technology that activity is fitting into Well, 2000 >>19 was an incredible year for us, you know, continued accelerating our growth in the market in the enterprise particularly, You know that the secular trends around hybrid and multi cloud really played well to our existing strengths. And 10 c really builds on those strengths will talk more about that. I know in a moment we also saw continued, you know, as digital transformation as as application modernization initiatives to cold. In just about every enterprise, our database capabilities really played again a cz a strength that we could capitalize on to land significant enterprise accounts, get started with them and then really start to expand overall data platform data management platform in those accounts >>s Oh, sure, before we get into the 10 see stuff specifically. But Brian, Brian teed up some of those cloud trends and how I think about data protection. Data management absolutely has changed. You know, I remember a couple years ago we said, Oh, well, you know, people are adopting all these clouds. All of these concerns still exist. You know. It doesn't go away. It's not magically Oh, I did office 3 65 I don't need to think about all the things that I thought about without. Look, when I do public cloud and build new applications. Oh, wait. You know, somebody needs to take care of that data. So bring us inside your customers. The team that's building these products and some of those big trends should >>happen. You're still so happy to be back in the Cube. So 2019 really defined. There were a lot of for enterprises really started moving. Production will look to the cloud multi cloud become a reality for active field way. We're running production workloads on seven o'clock platforms. So the key elements off being infrastructure agnostic wherein active you can do everything in all clark platforms. Basically, infrastructure neutral was a key element. On the other element was a single pane of glass. You could have an Oracle worker running on prime with the logic application running in azure and not know the difference. S o. The seamless mobility of data was the key element. That lot of our enterprises took advantage from elective standpoint on a lot of the 10 see capabilities adds onto those capabilities and you see more of these adoptions happening in 2020. So I think 10 seat eases up absolutely perfectly for that market. >>Yeah, let's talk a little bit about activities, place in the market, that differentiation there, that direct connection with the application and the partner's eyes. Real big piece of it. >>It's a huge piece and something we really not just double triple down on in 2019. Certainly for us our database capabilities, which we believe are really second to none in the industry, we continue to expand and enrich the capabilities, including ASAP Hana obviously already Oracle and sequel server D B two, as well as the linen space databases, the new and no sequel databases. We also understood, and as our customers were talking to us about their application modernization, they were moving Maur of their front and capabilities two containers, and they wanted that the data to come with it a t east temporarily on. So that was a big focus for us as well was making sure that we could bring the data whether it was into a V M, into a container into a physical server into any number of clouds in order to support that application. At that time, it was a critical part of our differentiation. For two dozen 1 19 >>I'd love just a little more on the database piece because you go to Amazon, reinvent and you know, the migrations of databases to the cloud, of course, is a major conversation. You look at Amazon, they have a whole number of their offerings as well, as if you want to use any database out there, they'll let you use it. Course Oracle might charge him or if you're doing it on the Amazon, the Amazon partner. The azure partnership with Oracle was big news in the back and 1/2 of 2019. So when you're working with their customers, you know, databases still central to you know how they run their business and one of the bigger expenses on the books, they're So you know what we look at 2020. You know, what is the landscape specifically from a database? Well, we continue >>to see and in most of our large enterprise accounts that Oracle and sequel servers continue to dominate the majority of the payload of databases. We don't see that changing, although we do see net new applications being built on new database platforms. Thio complement the oracle and sequel server back end. So we are seeing a rise of the bongos and the new and no Sequels out there. We're also seeing Maur consideration of building in the cloud, as opposed to starting on Prem and then potentially leveraging the cloud sort of post facto and in terms of the application architecture's. So our ability to support both the the legacy big iron database platforms as well as the new generation platforms, regardless of application architectural, regardless of the geometry of the application, is a big part of our differentiation >>going forward. >>All right, so let let's Wave hinted about it. But 10 c major announcement. Let's get into how that extends what we've been talking about. >>Absolutely so you know, we've made a lot of the new databases, particularly the no sequel databases, the Mongols and Hannah's first class citizens intensity, which means we understand not just the database. He also he also the ecosystem that the database lives. We all know Hannah's a fairly big database in terms of the number of machines that consumes number off, you know, applications that you use it and toe capture and actually provide value for Hannah. You need to understand where the Honda database lifts and so some of the capabilities we've added in 10 C's to kind of figure out this ecosystem, and when you migrate, you might need the ecosystem, not just the holiday. The peace because you know that is that is a key element. On the second aspect is the containers that that Brian touched on. Now we're seeing legacy data being presented into containers, and there's a bridge too quiet for that. Now. How do you present that bridge containers could be brought up, but they're lifeless unless you give them data. So the actors of bridge ready and you bring up the container using communities of whatever framework you have and be married the data into the container framework. So most organizations, you know, as they evolved from yesterday's architecture to today's architect. And they need this bridge, which helps them navigate that that my creation process and an active field being the data normalization platform is helping them live on both segments, Right? Nobody does us turn the switch off of the old one and move to the new That'll be co exist. That is the key element >>way spent a lot of time over the last couple of years hearing about cloud native architectures and that discussion of data, it is kind of something you need to kind of dig in to understand. I'm glad to hear you talking about, You know, when you talk about storage and container ization, you know where that fits today? Because originally it was only stateless. But now we know we could do state full environment here. But while container ization is, you know, growing at huge leaps and bounds, customers aren't taking their Oracle database and shoving Brian A lot of discussion about the partnerships. I think it was seven. You know, major cloud providers. That activity is there talk a little bit about the common native. The relationships with some >>of those partners? Absolutely. I mean, way made great strides from a go to market standpoint with our cloud partners this past year. Google Cloud is probably our most significant go to market partner. From a cloud standpoint, we've done a lot of joint engineering works in order to support both our existing, uh, software platform as well as our SAS control plane in the Google Cloud. We have landed many significant deals with with Google this past year on dhe. They have been as they continue to really increase their focus on enterprise accounts and both hybrid as well as public cloud sort of architectures. We are hand in glove with them as their backup in D R partner for those club >>workloads. >>Great eso We talked quite a bit about the database peace, but in general, back into the cloud archive in the cloud. What is 10 see specifically an active you, in general, enhance in those environments >>so tense he bring It brings in you know, the key elements of the recovery orchestration. So if I have to bring up, let's say, 500 machines in any club platform, how did I do it? Well, I can go and bring up one machine at a time and take two days to bring it up or with active fuels. Resiliency. Director. You can create a recovery plan and a push pardon Recovery happens, so we've seen a lot of customers adopt that, particularly customers that want to leverage the Google platform for its infrastructure capabilities. Wants an orchestration, that is, that is, that understands the applications that are coming up, so there is a significant benefit from a PR standpoint of the recovery orchestrations will be invested a lot of time and tuning the performance and understanding Google and Amazon and Azure to make sure this was built, right. The other big push we're seeing for the clock platforms ASAP, ASAP, as an enterprise has taken a mission to say, there's no more data centers. Everything is going to the cloud. So an escapee workloads are not the easiest were close to manage. And so they did the the intersection point of S A P and the cloud is very active. Field becomes really valuable because, though, did this data sets by definition or large, their complex and there were distributed. And the D artists of paramount importance because these air crown jewels So so those segments of the R orchestration forward with, you know ASAP and Hannah, which is to get our strength of databases. It's kind of their tense. He really hits, hits, hits a home run >>when we're talking to users in the discussion of multi Cloud in general, one of the challenges is Yoon hee. Different skill sets across. One of those powerful things I've heard from active use really is a normalization across any cloud or even in a cloud. Oh, wait. I was gonna stuck six up again in an archive. That means I'm never going to touch it again. Ingress and egress fees. You know, I have to figure these out or I need toe dedicated engineer to those kind of environments. So it seems that just fundamentally the architecture that you built it active eo is toe help customers really get their arms around those multi cloud >>environments? Absolutely. And I think there are two additional components that really one of which has lived with activity from the very beginning of the company, which is a p a p I. First, the cloud is very much an AP I centric type of operating model on with active fio We don't change the management system were operating model. But in fact we incorporate in eso all of this orchestration that it shook talked about can be actuated via a P I. The second piece, which we really started in 2017 with our eight Dato platform release, is the the consumption and the intelligent consumption of object with 10 see, we've continued to advance our object capabilities. In fact, we published a paper with the SG in late 2019 that talked about mounting 50 terabyte Oracle databases directly out of object with actually increased performance versus the production block >>storage behind it. >>So we have really with 10 C, actually added cashing to even further performance optimized object workloads, which speaks to both the flexibility but also the economic flexibility of being able. Thio contemplate running workloads in the cloud out of object at a lower cost platform without necessarily the compromise of performance that you would normally expect >>absolutely. And like you said, the skill set required. Do I need to put it in object to any reported in block? We can eliminate that right. Be neutralized that to say you want to leverage the cloud, give us your cost point and you can dial the cost up or down, depending on what you see for performance, and we will be the day that back and forth, so that flexibility is enormous for customers. >>That's greater if you talk to anybody that's been in the storage industry for a while, and you want to make them squirm, say the word migration s O. We know how painful it has been if you go talk to any of the triple vendors, they have so many tools and so many service is to help do that in a cloud era. It should be a little bit easier, but it sounds like that's another key piece. Intensity? >>Absolutely, absolutely. I mean, 10 See, you know, hits the home. I think with the A P. I integration. So the other element 2019 Saul, was the scale of deployment effective. You know, when you have to manage hundreds of thousands of machines across different geo's, that is a scale that comes to the data protection that you know, people. Really? You have a seat to actually build for it and and work with it and be sorry in 2019 and 10 See, incorporates a lot of that capabilities as well, making it ask Cloud needed as possible. So basically, around these applications globally. All >>right, uh, I was wondering if you might have a customer example toe really highlight the impact that NBC's having understand if you can't name them specifically, but, uh, yeah, >>well, actually, shook has already talked about 11 customer slash partner. Who is I think still the world's largest software company in the world based out of Germany. And they are powering their enterprise cloud on the data management data protection. Beneath that enterprise cloud across four different hyper scale er's using, active you on. I think they're on record in a weapon. Our earlier in December, talking about their evaluation of pretty much every technology out there on the one that could really deliver on performance at scale across clouds was activity >>on. The key element was they wanted a single platform with a single pane of glass across all platforms, and an active feel was the solution to each other. So >>and certainly I think we credit them and are the rest of our enterprise customers for pushing us to make 10 see more powerful and more a capable across any clout, you know, Ultimately, an inter enterprise is going to make a decision that they've probably already made the decision to incorporate cloud into their enterprise architecture. What we give them is the freedom and the flexibility to choose any cloud. And, by the way, any cloud today that might change tomorrow and having the ability to seamlessly migrate and or convert from cloud eight o'clock be. Is something that active powers as well? >>Yeah, just make sure we're clear as to what's happening there. It's great that you've got flexibility there when we're talking about data and data gravity. Of course, we're not talking about just lifting an entire database land, you know, ignoring the laws of physics there. But it's the flexibility of using a ll These various things, any way Talk about A S, A P, of course, needs to live across all these clouds. But when you talk about an enterprise, you know what is kind of that? That killer use case? Because we said we're not at a point where cloud is not a utility. I don't wake up in the morning and look at the sheet and say, Oh, I'm gonna, you know, use Cloud a versus cloud be s o. You know what is? You know the importance of that flexibility for us >>today. The majority of our business starts with company saying I need to deliver my data faster to my developers or my tester's, or even increasingly, my data scientists and analysts and my data sets have become so large that it's becoming increasingly difficult for me to do that with regularity. So the currency of the data is starting to suffer. That is the first use case for us and that that powering that enterprise transformational initiative around a new application or an updated application based on a historical app using those enterprise databases delivering that seamlessly quickly, regardless of how big the data is still remains our first use case. And then, increasingly, those customers air realizing that they can start to achieve the other benefits of active eo, including I can start to back that up to the cloud. Aiken actually orchestrate recoveries in the cloud. Not just bulk sort of transfer, but actually the entire application stack. And bring that up in the cloud. I can start Thio, take those those data sets and actually amount them into containers for my next generation application. So that starting point of give me my data as quickly as possible, regardless of how big it is, starts to become universal in terms of its applicability for all use cases. >>Yeah, I guess I shook. The last thing I wanna understand from you is in 2019. We saw a lot of large providers putting out their vision for how I manage in this multi cloud environment. You were at the Google Cloud event where Anthros was unveiled. I was at Microsoft ignite when as your ark was unveiled. VM wear has things like tans you out there. So this moldy cloud environment how do I manage across these disperse environments? What? What What are all those move mean to active you on how you look at things. >>And I think you know, the Tennessee release and with the core architecture that if you had in place, which was multiple already and a P I ready. So those are the two elements that are kind of building blocks that you can tie into any one of those construct you talked about. All right, so we've had we have customers, innovated us with Antos. If customers get up service now we have customers doing Vieira with us, right? So there are many, many integration platforms. The latest I saw was an Alexa app, but we were mounting an oracle database on a voice command. So So you know, there's endless possibilities as thes equal systems evolve because active feel stays behind the cowards powering the data delivering the data available if needed on the target. So that is the key element in the neighbor that we see that helps all these other platforms become super successful. >>So, Brian, it sounds very much a hell wind. The big trends that we're seeing here keep partnerships and, you know, meeting your customers where they need to >>pay. Absolutely. We continue Thio play in the enterprise market, where these thes are absolutely top of mind of every CEO and top of their agenda. Onda, we are working hand in glove with them to make sure that our platform not only anticipates their needs but delivers on their current state of needs as well. >>Brian, thank you so much. Congratulations on the 10 sea launch Cloud containers. Copy data management. Look forward to watching your customers and your continued Thanks. As always, Very much. All right, I'm still Minutemen. Lots more coverage here in 2020. Check out the cube dot net for all of it. And thank you for watching the Cube

>>live from Atlanta, Georgia. It's the Q covering answerable Best 2019. Brought to you by Red Hat. >>Welcome back. Everyone keeps live coverage of answerable fast here in Atlanta. Georgia John for my coach do Minutemen were here. Stephanie chairs to the vice president of general manager of the rail business unit. Red Hat. Great to see you. Nice to see you, too. You have all your three year career. IBM now Invincible. Back, Back in the fold. >>Yeah. >>So last time we chatted at Red Hat Summit Rail. Eight. How's it going? What's the update? >>Yeah, so we launched. Related some. It was a huge opportunity for arrested Sort of Show it off to the world. A couple of key things we really wanted to do There was make sure that we showed up the red hat portfolio. It wasn't just a product launch. It was really a portfolio. Lunch feedback so far on relate has been great. We have a lot of adopters on their early. It's still pretty early days. When you think about it, it's been about a little over 445 months. So, um, still early days the feedback has been good. You know it's actually interesting when you run a subscription based software model, because customers can choose to go to eight when they need those features and when they assess those features and they can pick and choose how they go. But we have a lot of folks who have areas of relate that they're testing the feature function off. >>I saw a tweet you had on your Twitter feed 28 years old, still growing up, still cool. >>Yeah, >>I mean 28 years old, The world's an adult now >>know Lennox is running. The enterprise is now, and now it's about how do you bring new innovation in when we launched Relate. We focused really on two sectors. One was, how do we help you run your business more efficiently? And then how do we help you grow your business with innovation? One of the key things we did, which is probably the one that stuck with me the most, was we actually partnered with the Redhead Management Organization and we pulled in the capability of what's called insights into the product itself. So all carbon subscription 678 all include insights, which is a rules based engine built upon the data that we have from, you know, over 15 years of helping customers run large scale Lennox deployments. And we leverage that data in order to bring that directly to customers. And that's been huge for us. And it's not only it's a first step into getting into answerable. >>I want to get your thoughts on We're here and Ansel Fest ate one of our two day coverage. The Red Hat announced the answer Automation platform. I'll see. That's the news. Why is this show so important in your mind? I mean, you see the internal. You've seen the history of the industry's a lot of technology changes happening in the modern enterprises. Now, as things become modernized both public sector and commercial, what's the most important thing happening? Why is this as well fest so important this year? >>To me, it comes down to, I'd say, kind of two key things. Management and automation are becoming one of the key decision makers that we see in our customers, and that's really driven by. They need to be efficient with what they have running today, and they need to be able to scale and grow into innovation. platform. So management and automation is a core critical decision point. I think the other aspect is, you know, Lennox started out 28 years ago proving to the world how open source development drives innovation. And that's what you see here. A danceable fest. This is the community coming together to drive innovation, super modular, able to provide impact right from everything from how you run your legacy systems to how you bring security to it into how do you bring new applications and deploy them in a safe and consistent way? It spans the whole gambit. >>So, Stephanie, you know, there's so much change going on in the industry you talked about, you know what's happening in Relate. I actually saw a couple of hello world T shirts which were given out at Summit in Boston this year, maybe help tie together how answerable fits into this. How does it help customers, you know, take advantage of the latest technology and and and move their companies along to be able to take advantage of some of the new features? >>Yeah, and so I really believe, of course, that unopened hybrid cloud, which is our vision of where people want to go, You need Lennox. So Lenox sits at the foundation. But to really deploy it in in a reasonable way in a Safeway in an efficient way, you need management on automation. So we've started on this journey. When we launched, we announced its summit that we brought in insights and that was our first step included in we've seen incredible uptick. So, um, when we launch, we've seen 87% increase since May in the number of systems that are linked in, we're seeing 33% more increase in coverage of rules based and 152% increase in customers who are using it. What that does is it creates a community of people using and getting value from it, but also giving value back because the more data we have, the better the rules get. So one interesting thing at the end of May, the engineering team they worked with all the customers that currently have insights. Lincoln and they did a scan for Specter meltdown, which, of course, everyone knows about in the industry with the customers who had systems hooked up, they found 100 and 76,000 customer systems that were vulnerable to Spector meltdown. What we did was we had unanswerable playbook that could re mediate that problem. We proactively alerted those customers. So now you start to see problems get identified with something like insights. Now you bring an answerable and answerable tower. You can effectively decide. So I want to re mediate. I can re mediate automatically. I can schedule that remediation for what's best for my company. So, you know, we've tied these three things together kind of in the stepwise function. In fact, if you have a real subscription, you've hooked up to insights. If insights finds an issue, there's a fix it and with answerable, creates a playbook. Now I can use that playbook and answerable tower so really ties through nicely through the whole portfolio to be able to to do everything in feeling. >>It also creates collaboration to these playbooks can be portable, move across the organization, do it once. That's the automation pieces that >>yeah, absolutely. So now we're seeing automation. How do you look at it across multiple teams within an organization so you could have a tower, a tower admin be able to set rules and boundaries for teams, I can have an array l writes. I t operations person be able to create playbooks for the security protocols. How do I set up a system being able to do things repeatedly and consistently brings a whole lot of value and security and efficiency? >>One of the powers of answerable is that it can live in a header Ji. In this environment, you got your windows environment. You know, I've talked of'em where customers that are using it and, of course, in cloud help help us understand kind of the realm. You know why rail plus answerable is, you know, an optimal solution for customers in those header ingenious environment. And what would love I heard a little bit in the keynote about kind of the road map where it's going. Maybe you can talk to about where those would fit together. >>Yeah, perfect and e think your comment about Header genius World is is Keith. That is the way we live, And folks will have to live in a head or a genius, a cz far as the eye can see. And I think that's part of the value, right to bring choice when you look at what we do with rail because of the close collaboration we have between my team and Theo team. That in the management bu around insights are engineering team is actively building rules so we can bring added value from the sense of we have our red Hat engineers who build rail creating rules to mitigate things, to help things with migration. So us develop well, Aden adoption. We put in in place upgrades, of course, in the product. But also there's a whole set of rules curated, supported by red hat that help you upgrade to relate from a prior version. So it's the tight engineering collaboration that we can bring. But to your point, it's, you know, we want to make sure that answerable and answerable tower and the rules that are set up bring added value to rebel and make that simple. But it does have to be in a head of a genius world. I'm gonna live with neighbors in any data center. Of course, >>what one of the pieces of the announcement talked about collections, eyes there, anything specific from from your team that it should be pointed out about from a collections in the platform announcement. >>So I think I think his collection starts to starts to grow on. Git brings out sort of the the simplicity of being pulled. It pulled playbooks and rolls on and pull that all in tow. One spot. We'll be looking at key scenarios that we pulled together that mean the most Terrell customers. Migration, of course, is one. We have other spaces, of course. Where we work with key ecosystem partners, of course, ASAP, Hana, running on rail has been a big focus for us in partnership with S A P. We have a playbook for installing ASAP Hana on Well, so this collaboration will continue to grow. I think collections offers a huge opportunity for a simpler experience to be able to kind of do a automated solution, if you will kind of on your floor >>automation for all. That's the theme here. >>That's what I >>want to get your thoughts on. The comment you made about analytical analytics keep it goes inside rail. This seems to be a key area for insights. Tying the two things together so kind of cohesive. But decoupled. I see how that works. What kind of analytical cables are you guys serving up today and what's coming around the corner because environments are changing. Hybrid and multi cloud are part of what everyone's talking about. Take care of the on premises. First, take care of the public cloud. Now, hybrids now on operating model has to look the same. This is a key thing. What kind of new capabilities of analytics do you see? >>Yes, that's it. So let me step you through that a little bit because because your point is exactly right. Our goal is to provide a single experience that can be on Prem or off Prem and provides value across both, as as you choose to deploy. So insights, which is the analytics engine that we use built upon our data. You can have that on Prem with. Well, you can have it off from with well, in the public cloud. So where we have data coming in from customers who are running well on the public cloud, so that provides a single view. So if you if you see a security vulnerability, you can skin your entire environment, Which is great. Um, I mentioned earlier. The more people we have participating, the more value comes so new rules are being created. So as a subscription model, you get more value as you go. And you can see the automation analytics that was announced today as part of the platform. So that brings analytics capabilities to, you know, first to be able to see what who's running what, how much value they're getting out of analytics, that the presentation by J. P. Morgan Chase was really compelling to see the value that automation is delivering to them. For a company to be ableto look at that in a dashboard with analytics automation, that's huge value, they can decide. Do we need to leverage it here more? Do we need to bring it value value here? Now you combine those two together, right? It's it, And being informed is the best. >>I want to get your reaction way Make common. Are opening student in our opening segment around the J. P. Morgan comment, you know, hours, two minutes, days, two minutes, depending on what the configurations. Automation is a wonderful thing. Where pro automation, as you know, we think it's gonna be huge category, but we took, um ah survey inside our community. We asked our practitioners in our community members about automation, and then they came back with the following. I want to get your reaction. Four. Major benefits. Automation focused efforts allows for better results. Efficiency. Security is a key driver in all this. You mentioned that automation drives job satisfaction, and then finally, the infrastructure Dev ops folks are getting re skilled up the stack as the software distraction. Those are the four main points of why automation is impacting enterprise. Do you agree with that? You make comments on some of those points? >>No, I do. I agree. I think skills is one thing that we've seen over and over again. Skills is skills. His key. We see it in Lennox. We have to help, right? Bridge window skills in tow. Lennox skills. I think automation that helps with skills development helps not only individuals but helps the company. I think the 2nd 2nd piece that you mentioned about job satisfaction at the end of the day, all of us want to have impact. And when you can leverage automation for one individual toe, have impact that that is much broader than they could do before with manual tasks. That's just that's just >>you know, Stew and I were talking also about the one of the key note keywords that kept on coming out and the keynote was scales scales, driving a lot of change in the industry at many levels. Certainly, software automation drives more value. When you have scale because you scaling more stuff, you can manually configure his stuff. A scale software certainly is gonna be a big part of that. But the role of cloud providers, the big cloud providers see IBM, Amazon, all the big enterprises like Microsoft. They're traveling massive scale. So there's a huge change in the open source community around how to deal with scale. This is a big topic of conversation. What's your thoughts on this? Sending general opinions on how the scales change in the open source equation. Is it more towards platforms, less tools, vice versa? Is there any trends? You see? >>I think it's interesting because I think when I think a scale, I think both volume right or quantity as the hyper scale ours do. I think also it's about complexity. I think I think the public clouds have great volume that they have to deal with in numbers of systems, but they have the ability to customize leveraging development teams and leveraging open source software they can customize. They can customize all the way down to the servers and the processor chips. As we know for most folks, right, they scale. But when they scale across on Prem in off from its adding complexity for them. And I think automation has value both in solving volume issues around scale, but also in complexity issues around scale. So even you know mid size businesses if they want a leverage on Prem, an off ramp to them, that's complexity scale. And I think automation has a huge amount of value to >>bring that abstracts away. The complexity automated, absolutely prized job satisfaction but also benefits of efficiency >>absolutely intimately. The greatest value of efficiency is now. There's more time to bring an innovation right. It's a zoo, Stephanie. >>Last thing I wondering, What feedback are you hearing from customers? You know, one of the things that struck me we're talking about the J. P. Morgan is they made great progress. But he said they had about a year of working with security of the cyber, the control groups to help get them through that knothole of allowing them toe really deploy automation. So, you know, usually something like answerable. You think? Oh, I can get a team. Let me get it going. But, oh, wait, no, Hold on. Corporate needs to make its way through. What is that something you hear generally? Is that a large enterprise thing? You know what? What are you hearing from customers that you're >>talking? I think I think we see it more and more, and it came up in the discussions today. The technical aspect is one aspect. The sort of cultural or the ability to pull it in is a whole separate aspect. And you think that technology from all of us who are engineers, we think, Well, that's the tough bit. But actually, the culture bit is just it's hard. One thing that that I see over and over again is the way cos air structured has a big impact. The more silo the teams are, do they have a way to communicate because fixing that so that you, when you bring in automation, it has that ability to sort of drive more ubiquitous value across. But if you're not structured toe leverage that it's really hard if your I T ops guys don't talk to the application folks bringing that value is very hard, so I think it is kind of going along in parallel right. The technical capabilities is one aspect. How you get your organization structure to reap the benefits is another aspect, and it's a journey. That's that's really what I see from folks. It is a journey. And, um, I think it's inspiring to see the stories here when they come back and talk about it. But to me the most, the greatest thing about it's just start right. Just start wherever you are and and our goal is to try and help on ramps for folks wherever their journey is, >>is a graft over people's careers and certainly the modernization of the enterprise and public sector and governments from how they procure technology to how they deploy and consume it is radically changing very quickly. By the way too scale on these things were happening. I've got to get your take on. I want to get your expert opinion on this because you have been in the industry of some of the different experiences. The cloud one Datta was the era of compute storage startups started Airbnb start all these companies examples of cloud scale. But now, as we start to get into the impact to businesses in the enterprise with hybrid multi cloud, there's a cloud. 2.0 equation again mentioned Observe Ability was just network management at White Space. Small category. Which company going public? It's important now kind of subsystem of cloud 2.0, automation seems to feel the same way we believe. What's your definition of cloud to point of cloud? One daughter was simply stand up some storage and compete. Use the public cloud and cloud to point is enterprise. What does that mean to you? What? How would you describe cloud to point? >>So my view is Cloud one Dato was all about capability. Cloud to Dato is all about experience, and that is bringing a whole do way that we look at every product in the stack, right? It has to be a seamless, simple experience, and that's where automation and management comes in in spades. Because all of that stuff you needed incapability having it be secure, having it be reliable, resilient. All of that still has to be there. But now you now you need the experience or to me, it's all about the experience and how you pull that together. And that's why we're hoping. You know, I'm thrilled here to be a danceable fast cause. The more I can work with the teams that are doing answerable and insights and the management aspect in the automation, it'll make the rail experience better >>than people think it's. Software drives it all. Absolutely. Adam, Thanks for sharing your insights on the case. Appreciate you coming back on and great to see you. >>Great to be here. Good to see >>you. Coverage here in Atlanta. I'm John for Stupid Men Cube coverage here and answerable Fest Maur coverage. After the short break, we'll be right back. >>Um

>>live from Atlanta, Georgia. It's the Q covering answerable Best 2019. Brought to you by Red Hat >>Welcome back. Everyone's cubes Live coverage here in Atlanta for answerable fest. Here's cube covers of red hats. Event around automation for all I'm John for a stupid man. Our next guest is Joe Fitzgerald cable. Um, vice President General manager of the management business Unit at Red Hat. Great timing for answerable. Great to have you back on the Cube. Good to see you. Thanks, Mom. Thanks for >>having me. It's great to have you here. A danceable fast, super >>tight before camera timing about answerable to do And I did our intro analysis and platform ization of automation. Big, big move, Big news. But there's a bigger trend at play here around automation. Why is the timing now for automation discussions danceable. So good. >>The demand for automation is so broad in enterprises right there trying to do everything from, you know, Dev ops tool chains to io ti devices trying deploy things faster, you know, fix security vulnerabilities faster. It's all about speed, agility, efficiency. It all comes back to automation >>and the news here is the general availability of the available November as announced on Keynote of the Answer Automation Platform. So this is something that's been going on for a while, and it's just been grown. Now it's a platform. What's in the platform? Why is it important? Why should customers care? >>So you know, we've been on this journey with answerable, which started off. Is this incredibly simple, elegant architecture and a way to automate things and what's happened over the past couple of years? It's exploded in terms of the number of people who are using it, the number people who are generating automation, integration. And so in working with a lot of customers, right. What we saw the need for was really to help them collaborate and scale there. Automation efforts scale. You know who could build re you share, score content and track it really important. So we put a lot of those efforts into the platform to take it to the next level. Really? You >>know, we've been talking about answerable comes stew going back when 2014 open stack. I think I remember were first talk about the Cube. It had a cult following. When it emerged, you guys acquired it what the next year? 2015? Roughly. Um, but Ansel had this cult following of people who just love to get into the configuration side of things. Make them go better. You guys acquired it, Done well with that. Kept it going that the community fly. We'll keep rolling a lot of progress and say So. What do you most proud of? What's the most notable things of the growth of the answerable journey? What's what's the big story there? >>So it's almost four years since Red had acquired danceable. And I remember when I proposed acquiring answerable insult was this small? You know, Eastern U S company with sort of, ah, community cult following, but very small in terms of commercials and reach and stuff like that mostly focused on the configuration space. Like a lot of the other automation tools over the past four years. Probably the best thing we did that redhead is really good at is we let the community do with community does best, right? The innovation, the number of contributors, the amount of answerable integration modules, playbooks has exploded, right? If you were in the keynote this morning, it was number six on the you know, repositories list out of 100 million almost, you know, just a massive amount of projects. And here it is at number six. So we didn't perturb the community. We actually helped it grow. And we've been able to help the technology evolved from a config automation product in technology into this very broad spectrum. Now, enterprise automation platform that crosses domains like networks and security and storage and cloud and windows just a phenomenal growth in it. >>So help explain how platforms sets up answerable for its future. They talked in the keynote a little bit about starting with some of the kind of core partners and the collections that they're offering. But in the future, for a platform to really be a platform, it needs to be something that users themselves can build on top of so, you know, help us understand where it is today when it first announced here for November, and where it shows shall be going in the future. >>So we didn't use the platform word lightly. I think that, you know, platform has a set of connotations, and it's sort of a set of requirements. What we saw was that different teams and groups inside organizations were bringing Ansel in and using the technology and having very good success in their particular area. Then what we saw was thes. Teams were trying to share automation and collaborate across organizations. Then, even in the community, there's tens of thousands of roles and play books out there that the community has built. There might be 300 that do the same thing, which is the best one, which, which one of people using How successful is that? How long does it take? What we found was that they needed a bunch of tools to be able to collaborate, track analytics about stuff so that they could share and collaborate at a higher scale. >>Yeah, that's one of the great value proposition when we talk about SAS is if it's done well, not only can I share internally, but I can learn from others that have used the platform and make it easier to take advantage of that. So it is that part of that vision that you see with the platform? >>Yes, so I mean, there's a couple of ways of sharing. If you're running a sass service, then you know a central person is coordinating the sharing and things like that. What we try to do with Sensible Platform is basically enable a way that people can share content without having to go through a central you know, agent, if you will. So we provide service is and things to help them manage there. They're content, you know, with galaxy and collections and things like that. It's all about organizing and being able to share content in a way to make them more efficient. >>You're talking about the trends around. You've done it for a while, you know, great job. And congratulations, big fan of that company. And you guys did a good job with it as it goes full where you're thinking about cloud complexities as people start looking at the cloud equation hybrid and cloud 2.0, on the enterprise, complexity still is coming. There's more of it. How do you guys see that? How you viewing that that marketplace? Because it's not just one vertical. It's all categories. So how are you guys taking animals? The next level how you guys look at that? Managing those complexities that are around the corner? >>Yes. So if you think about it. You know, everybody's moving towards a multi hybrid cloud, you know, sort of configuration, right? Each one of these platforms and clouds has their own set of tools, which worked really well, perhaps in their particular cloud or their silo, where their environment. If you're an organization and you're running multi cloud, you're responsible for automating things that might span these clouds. You don't want to have different silos of automation tools and teams that only work in one cloud or one environment. So the fact that answerable can automate across thes both on premise and in the public clouds multiple public clouds across domains, network storage, compute, create accounts, you know, do all sorts of things that you're gonna need to do. So it's one automation technology that will span the complexity of those environments. So it really it's I don't see how people gonna do it otherwise, without fielding lots of people and lots of tools. >>You know, we're talking with Stephanie, and soon I talked on our intro insights segment around. The word scale has been kicked around certainly is changing a lot of the landscape on how couples heir modernizing the open source equation, but it's also changing the people equation. I want you to explain your vision on this because I think this is a key point that we're seeing in our community, where people have told us that automation provides great efficiency, etcetera, good security. But job satisfaction is a real big part of it. You know people. It's a people challenge. This is about people, your view on scale and people. So >>organizations are under tremendous pressure right now to doom or right whether it's deployed new application faster, too close security vulnerabilities faster to move things around. T right side's resource is and applications and things like that. And, you know, answerable allows them to do that in a way where they could be much more efficient and be much more responsive to the business. Right? Otherwise, you know, you see some of the customer testimonials here where the amount of time goes down from six hours to five minutes, the teams could be far more productive, productive. It really gives job satisfaction because they can do things that were almost impossible to automate before by using insult, automate network storage and compute in the same playbook. Before, those were three different tools or three teams, >>and people are solving some of the same problems in different areas. And this is where playbooks can be a problem and an opportunity. Because we have too many playbooks. You know which playbook be available? You could almost have a playbook of playbooks. This is kind of ah, opportunity that used the sharing collaboration piece What you're Richard thought on this as that playbook complexity comes in as little playbooks enter the >>organizations. You know, there's a lot of deployment of the same kind of stack or the same kind of configuration and things like that. So, you know, it's really extending community beyond, you know, you know, working on code into working on content, right around automation. So if somebody wants to employ Engine X, I think there's over 300 different playbooks to deploy Engine X right. We don't wanna have 5000 playbooks to deploy Engine X. Why can't there be a couple that people take and say, Wow, this is perfect. I can tweak it for my organization, integrate my particular systems, and I can hit the ground running instead of trying to either start from a blank page. Let's go sift through hundreds of almost close playbooks. That sort of the same thing A >>lot of times, David. Big time. Enormous. >>So, Joe, you know, congratulations on the four years of just continued growth, you know, great momentum in the community wanting to touch on. You know, the big move, you know, in the last year is, you know, IBM spending, you know, quite a few dollars to acquire red hat. What will this mean for kind of the reach and activity around answerable in the community, the IBM acquisition. >>So IBM had been involved in answerable in a number of their products, right in terms of integration into danceable. So they have teams and folks within IBM that obviously got and some old before the acquisition. I think that it's it's highly complimentary. IBM has very strong capabilities, room management and monitoring security and things like that. All those things inevitably turned to automation, right? So I think it really it only gives us access to IBM in their sort of their channel and their accounts in their reach, but also their teams that have these sets of technologies that are natural complement, you know, whether it's Watson driving Ansel or security or network monitoring, driving danceable automation. It's a really powerful combination. >>Yeah, I just want to get your kind of macro level view on automation. I sat on a panel talking to sys. Admin is about careers, and it was the number one thing that they felt they needed to embrace. We see, like the r p a community, probably an adjacency toe. What you see, heavily pushing automation, you know, help explain. You know what? How important automation is in that it's it's not, you know, just a silver bullet also. >>Yeah. So, you know, a lot of times people are, you know, the sort of the easy description is automation is gonna eliminate jobs or things like that. I think it's more like sort of the power tool analogy. You know, you know, if you had a you know, a hammer and a screwdriver before now you've got a power screwdriver and automatic camera, and you know all sorts of additional things. Their force multipliers for these people to do broader, bigger things faster, right? Um and that's what every organization is driving them to do. How agile can be our competition deployed. Something How fast can we deploy it? How many new releases a week Can we deploy when security hits? You know how fast we closed the vulnerabilities of hours, days, weeks or we do it in minutes. >>The old expression. If you're a hammer, everything looks like a nail. But if you're an agile hammer, you can adjust the figure out. The opportunity is kind of awesome. Kind of quote there. This speaks to the changes. I want to get your thoughts. Last question for you is that someone's been in the industry a while. We first interviewed nothing 2014 and open staff when we first started chatting around the industry. So much has changed. Now more than ever, the modern enterprise is looking at cloud impact, operating as an operating model cloud one Dato Amazon Compute storage stand up software and there piece of cake start ups were doing it. Now it's enterprises really want to crack the code on cloud software automation, observe abilities, new categories emerging kind of speaks to this cloud. 2.0, how would you describe that to folks, if if asked, what's the modern error enterprise Cloud architecture look like? What is cloud two point. Oh, how would you take a stab at that definition? So >>I would say after all these years, Cloud is really entering its infancy. And what does that mean? We're just starting now to appreciate what can be built on cloud. And we're gonna get a big boost soon with five g, which is gonna increase the amount of data, the amount of edge devices I ot and things like that the cloud is becoming, you know, the first choice for people. When they build their architecture in the business, it's gonna fundamentally change everything. So I think you know some people. What what's the quote? You know, some people overestimate You know what a technology can do in the short term and underestimate what it can do in the long term. We're now getting to that point where people are going to build some really powerful, cloud based applicator. >>You see, this is a big wave that big time twice. Yeah. I mean, we had a quote stew on the Cube last week. Date is the new software software abstractions. Automation. This is the new way means the whole new architecture so exciting. Thanks for coming on the key Appreciate Just for having. We're here at the animal fests Acute I'm Jumper Stewed Minutemen breaking down The analysis. Getting into the automation for all conversation. Big category developing. We're covering here. Live with more after this short break.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Hey, welcome back. Everyone's the cubes. Live coverage here in San Francisco v. Emerald 2019. We're in the hall of Must Going north. Lot of stuff going on here. I'm John for David. Want a day for 10 years covering the emeralds? Been quite a ride, Seeing from 2010 to 20 A lot has changed, but still de our backup and recovery still is always a big thing. Our next two guests is already CTO co founder of a tree, Um, and Igor Zika, director of I t Sensible. Thanks for coming on your early customer since one Dato. You're on the journey with day tree. Um, congratulations. Been a wild ride. Good ride. Tell us. Thank >> you. It's been a journey. It's It's been a good relationship. We've been using day trim for three years. Started with 10 we're now in 5.3. I believe it's >> been really >> good. It's been, um, innovative. It's been challenging from us working in the space where we have to think about what next step is and working towards the data transformation internally in order to get to a cloud. But we're almost there. So we're pretty excited about the >> opportunities when they build a great product. They got some new news is all about the new news you got going on here. You get your core product now you got some new stuff. Share the news, >> we're gonna finish the journey, and we started off. The idea was to make a recovery be better for everybody else. As you know, we are is really mostly about disaster for everybody. So what we have done is that we are able to offer cloud disaster. Recovery of the service idea is that you can have backups in the club on Amazon, and then you push a button you can fail over and bring up your remember servers on demand so you can run your workloads right away, and when you push a button will bring it down and bring it. Bring data back to you on from we call it a cloud. Br the service to a movie. Every cloud on Amazon >> specific to Amazon, >> physically via MacLeod and Amazon, >> right Okay, um, one of the one of the early instance see ations of leveraging that platform. I think people they misunderstand atrium. I mean, you guys have been around now for a while, but in the early days, it wasn't clear that you guys were really kind of changing the way in which people approach storage. Maybe that's what interested you in the beginning, but But both primary and secondary storage, high performance yet gloss, That's right. All right. So it's kind of like magic sauce that you >> ultimately d r finishes the story because really look at any data center. The reason white B R doesn't work is because you end up with five different products, won his primary on his back up. One is the orchestration and some other things, like encryption by an optimization. You buy all these products for you, manage your data in one day to center, and then you replicate the same fight things on your second data center. No, that's not movies law. I don't know what it is. You push the button one day when there's a disaster. Every is watching the ideal person to actually do this. It's very fragile. It's very scary for a lot of people, which is why it doesn't really work. No customer as ever met. I've said it's amazing that the D R works for them. They're nobody's ever, >> well, most customers, almost all customers say they can't test D R because it's too dangerous. That contest test portions of it. They could test, fail over but not fail back. Can you explain sort of your approach in D. R. And how this potentially could change it? >> Yeah, and are, in my experience, the or is challenging for a variety of reasons. Major reasons. Yes, you can't actually fully test the d. R. You have to put a lot of efforts, a lot of thoughts and develop a really strong game plan in order to execute D. R. Flawlessly and a lot of times you have a chance of very short windows to perform these tests, and in order to deliver, you have to do a lot of homework, and you have to do a really good design of your infrastructure and extensive design in order to have a successful outcome. So in my experience, I mean, what are we hoping again? I mean, we are joining towards the day trim the Our solution is to actually have a solution that's going to be baked in that we can press a button on DDE, have our vision off d r and meet our objectives. Meet Rto is executed, >> So let's hit the escape key element So sensible San Fillipo What? >> What about? We are one of the largest California North based accounting firm. We deal with accounting and finance and compliance and assuring service is so. Our focus is to provide clients with no peace of mind knowing that their financial data is you know, that is correct. >> So paint a picture of your technology infrastructure. So you're obviously presuming inferring VM where customers that >> we are the M or customer. You are also a customer gets >> an idea of what what she looks like and >> we are basically operating out of a single location. We are multi multi office, you know, company, but we operate our single location. We are the m were based. We also VD I based so everybody works from a digital workspace are strong. Focus been to provide a robust and high performance digital workspace for employees so they can have a peace of mind and work anytime they want. >> I was at the first use case for atrium was video air >> atrium Woz our foundation to build that robust beady eye platform. >> Okay, so give us a before and after what prompted you to goto? Damn. What was it like before? What was the problem? You were trying to solve >> the challenge of the VD. I is. We have to provide a very robust platform. So people feel they work on their local machines. So highly responsive systems like highly responsive story systems of foundations red. Besides having a very, you know, high optimized bandwidth, we need to make sure that our bottlenecks are not focused on the storage. So our challenge is warped provisioning VD I machines within the within the time frame that we actually would really kp eyes that we designed. So our challenge was deploying all the master images, deploying provisional service's. And it's taking a very long period of time, which basically was putting us towards on ability for I t guys to do the job. So we were deploying virtual machine master images that too now and have to deploy every time we have a change every time we make a change in our environment, it to interment a smarter time in order to apply those changes. So day tree, um changed that. >> That was an infrastructure issue. I mean, the storage >> of that was a storage infrastructure. How? How >> did atrium change that? And maybe says all you could follow with the tech behind it >> The good >> Well, if you look at most people, end user scare about late and see my office is one thing but didn't see is what matters and deserves indeed. So having our architecture, having the local flash and the software running of the local host for you, that's what really provides the end user experience. Which is kind of what we here for a lot of a customer. The end users tell the A d folks that, hey, something has changed for me. That was our fundamental design architecture we chose from So those primary storage. And how do you make that high performance low latency? We're closed for everybody, and that's what we have done so that technology is basically local flash suffering host. That's what gives you the >> best of your experiences. You went from what you say an hour and 1/2 to >> 15 minutes. So that was pretty dramatic moment of truth when we deployed atrium and we started the imaging process and it was finished. And to be honest, I thought, that is broken, but it actually was that fast. So gave us a tremendous amount of ability to deploy and manage and do the war during the War day instead of working after hours >> and what we do for data protection before day tree, >> we use variety of different solutions. Backups, just a tape and variety of service. Is that actually backed up? They still do our know. We've given that a lot. The floor >> of all the legacy stuff you got rid of that. Did you have to change your processes or what was that like? Was painful. >> We have to We have to get rid of a lot of process that we're focused on backup focus on the time that it took to manage back up with a tree. Um, Day Trio didn't have the backup from the day one. This is something that they've designed, I think a second year, and that was very different to see the company that deals with storage. Creating such innovative vision for developing old I'm developing a road map that was actually coming true with every generation off the software deployment s o. The second tier that we provisioned was the snapshots on the snapshots that were incredibly fast. That didn't take a lot of space. That was give us ability to restore almost instantly gave us a huge amount of, you know, focus on not focusing on the storage anymore. >> But when you and Brian and you go got together and said, Okay, we're gonna do this you must have been thinking about backup, obviously, right? >> It's mostly not so much backup, but about data of the Mikado recovery faster for people That's not back up. I've been in business for a long time, backup, but you go back. I was very taxing. It's about recovery, and we made recovery fast. Freddy are finishes the story of recovery to be in the club >> and essentially eliminate the need for a separate sort of backup. My set, right? That's that was the vision >> you can recover from a backup device. Size it >> right. All right. So where do you go from here? >> That's a good question. Way hoping to go into fully orchestrated the our solution so we don't have to think about it. Don't mean my thing is like, I don't I don't want to worry about D. R. I want to make sure it's there. I want to be able to prove to business owners and our clients that we have a viable, orchestrated automated the our solution. >> So you you gave us some metrics in terms of hour and 1/2 to 15 minutes for deployment. But what about like, this is the staff, um, you know, not talking about getting rid of staff redeploying staff. Or maybe you got rid of staff, I don't know. But what are the people that were spending all that time? You know, the hour and 1/2 before, What are they doing now? Have you sort of re allocated them to some you know, other higher value initiatives, and you could add some color they're >> using the M or and integrated solutions allows us to have a pretty small profile on my T group. We actually operating with three people, believe it or not supporting over 250 users and systems so we can focus. I mean our main focus. Instead of troubleshooting technology systems and problems with the storage and problems with networking, we are focused on looking for the next best thing, providing high level of customer support, focusing on performance, looking for innovations and, you know, So it's definitely better use than troubleshooting, for sure. And >> innovative solution. What's it like working with the entrepreneurial? Not start up Very >> cool. Very fresh. Very good feeling off knowing that you can call in and you have a you have almost in house. I t relationship a defender is extremely valuable to us >> and bring it to innovate approach. It makes it go fast. I mean and making it easier. They talk about the industry and you go back. I mean, the interest has changed so much. We've been the cube for 10 years. I mean, so much has changed in I t. But in product sides, that's where the sprawl happens. I think >> the iPhone changed everything. Right, So, you know, iPhone, Icloud. That's what we wanted with our d R service as well. I think the world has changed. You expect those same experiences in your in your off duty and on I t. The people have wanted a similar experiences. This kind of what you want to do. >> This is cloud to point out. This is Enterprise Cloud the innovations, that clean sheet of paper you built from the ground up solves a lot of problems. I'm sweep the floor with the other guys >> as an observer of the of the storage business, right? Kind of Look at it. There's two companies now that there are over a billion dollars in revenue that are independent storage companies. And I was always surprised the year I met Brian. We had him on the Cube several years ago, and, you know, he was kind of, you know, coy about what? Actually, guys are doing a secret. And so and at the time we were thinking, Wow, it's stores. Amazing is the industry's consolidating, but money keeps flowing into storage because it's still hard Problem the salt. So what do you thoughts about that about the industry, its structure as a independent, you know, pure play storage company. What you want to do with this? This company want to grow it so >> we don't up your praise storage company in the sense that be focused on data management as well. So it's not just a pure prey storage only. So that's just a dumb stories. You're not gonna go anywhere. What you need to do is move a level up and provide customer level, higher level functionality so that they can make their lives easier. Dumb story doesn't sell anymore, just Lund's son anymore. >> So that says, essentially that. And I would agree with you. By the way. That's essentially. That old thinking about the storage model is dead. That's why the industry is consolidating data. You mentioned data management. Certainly. You're seeing a lot of the the the next generation Data protection companies use that term because that term means a lot of things to a lot of different people. What does it mean to you? >> Okay, I'll tell you what it means to us if I made any CEO their sake Lord for started. What they mean is that they want to be able to run their workloads anywhere they want to push a button, move, move from place to place. That's all they care about. So what are you doing? What you're building is a platform a multiple of data plane where we can run in any clothes you want to get. The same survey data service is you push a button will take you anyplace you want. That's what really aiming for. And it's just we believe the number is there everywhere, and Kubernetes is the other one. So if you put the America Bernadis on top and a trim on the bottom, you can move to any cloudy. Wantto, you cannot tell the difference, >> and you guys are software. It's a subscription model >> SAS model in the club. No, no deployment of software. It's all like new mortal of doing sass right, >> which is the new architecture cloud to point my point to point. Our >> people want that kind of stuff. People don't want to be installed if you're gonna go to the club and doing the same things you were doing before. That's not how people who want to operate anymore. We don't have time and patience. >> A lot of people are handcuffed to their old stuff they wanted Just get the shackles free beer, liberating people. You're a living. Yeah, he's their case Study. Well, you were nimble enough. You had a good team. You could do it harder >> for the bigger guys. It was It was hard doing it without them. You know, this is all I am. The team presented division. >> All right, The product. This is exactly the kind of stories we love to talk about. Thanks for coming on. Sharing the inside a cloud to point. No, this isn't a great example of innovation. Bm where? Kubernetes statement of the covers. All good. It's a cube. We're right back after this short break. Thank >> you.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by IBM Wear and its ecosystem partners. >> Welcome to our live coverage here in Mosconi North Lobby, Of'em World 2019. I'm John for a Student and a Volante celebrating our 10th VM World or 10 years of covering the M world. Dave's stew. What a run been Go back across Mosconi South 10 years ago with the green set. This is 10 years later. 10:10 p.m. World BMC Rule No longer the show, so that kind of folds in the Dell Technologies Man, The world's changed. Pat Nelson had just delivered his keynote as CEO Sanjay Poon and a CEO came on talk to customers stew. A lot of acquisitions, a lot of cloud native, a lot of cloud. 2.0, this is turning into VM. Wear 2.0, where vm zehr kind of only one part of the equation. So let's jump into the analysis, Dave. I mean, you put out some killer research on silken angle dot com, and we keep on dot com around customer spend still, we put out a lot of analysis on all the key trends that Vienna was playing into. Cloud two point. Oh, is what we're calling it. It's enterprise Cloud of fresh scale Day. What? What? What? What do you want? Your analysis, Latino >> John, when you go back. 10 VM Worlds ago, it was all about virtualization, completely changing the deployment dynamics. When when I first saw a VM deployed, I went, Oh, my God, This is gonna change everything. And it did. But while compared to now what's happening with cloud and a I we heard so much about five g. It was also the big, big difference in the ecosystem. Back when e. M. C owned VM wearing 2010 there was that sort of Chinese wall stew. You were working there, you know, just before that. And there wasn't a lot of, you know, swapping of I P, if you will. They were sort of treating them as unequal player to net app and everybody else out there. Tod Nielsen used to say, for every dollar spent on of'em were licensed, 15 spent an ecosystem. You don't hear that kind of narrative anymore, you hear we're crushing the HC. I vendor where number one basically a sort of backhand to Nutanix We heard on the on the keynote Very tight integration VX rail project Dimension So much, much tighter integration since Pat Tell Singer joined VM. Where from the emcee lots has changed >> will be a lot of research on reporting leading up to the show around Cloud two point. Oh, I'll see Dev. Ops is willing to home of the dimension on enterprise scale, the number of acquisitions of'em wears made and then, boom. They dropped two monsters on the table or the 11th hour pivotal for 2.7 billion carbon black for 2.1 billion. Lot of stories in those AK was other acquisitions, your analysis and how that played out today on the >> Kino. As Dave said when we started coming to this event back in 2010 you know, the virtual machine was the center of the universe. What were these servers that it lived on, how to storage and network and get fixed to be ableto live in that environment And the keynote. It was a lot of cloud, you know, John, we brought in a lot of the Cloud camp people that first year and some people were like, Why are we talking about Cloud? This is VM World, and we're like, Well, this is the future. And today we're not talking about V EMS at the center we're talking about containers were talking about cloud native applications, that multi cloud world absolutely something that pack l singer did. Front center actually felt it almost glossed over a little bit of the H C, I and NSX and all these wonderful things. Sure, there was some big del pieces in there. The M word cloud on Delhi emcee the Del Di are, you know, data protection, power protect, you know, into the VM where peace something that you definitely would not have seen under the old emcee Federation model. So Michael Dell, absolutely having his strong footprint here. Dave's done a lot of analysis talking about things like Pivotal getting pulled in and like so many different acquisitions, Pivotal came out of'em wear and, you know, carbon black Boston based companies so many different pieces here to get them talking about applications and where Veum, where the company sits in this multi cloud world where they're trying to be, you know, maintain their relationship with us. >> Let's get into the analysis on the whole ecosystems. I really want to dig into the work. Dave, you didn't and the team did. But let's go through the keynote first. So my personal opinion was it felt like, um, I'll give him a C plus Pat because it just didn't have a lot of meat. In my opinion, it felt like it was too much tech for good, although super important to have that mission driven stuff I think is really valuable as the market tends to look >> at tech >> as bad actors. I thought that was addressing. That was a positive thing, but it felt too much. I didn't see a lot of specifics. It felt do is and David, if they were hiding something, they were putting a lot of it didn't seem like there's a lot of substance coming out specifically around how Kubernetes was going to be impacted. Specifically, how Cooper is going to sit within the VM where ecosystem products specifically I just didn't feel like the product side was there. >> Well, you know what? I'll say it, John and General, I agree with you because Day one usually is here is the company vision. And if the vision is kubernetes, well, we've been hearing kubernetes for a bunch of years. Kubernetes is not the answer. Kubernetes is an enable ionizing technology job. Ada, who we up on stage? You know, we had him on the Cuban. He's like, look committed. This is not a magic layer. It's this thin layer that's gonna help us go between clouds. Getting into some of their future projects is something I usually would expect on Day two, the vision of V. M. Whereas a company, it feels like we're in that transition from who do you want a big tech for? Good? That that's great stuff. You know, Pat has a long history of talking about, you know, that moral compass that he has and wants the company to live. That which is a good change from many of the Silicon Valley companies. But, you know, I didn't get a strong feel for their vision and it was not >> a conservative. They didn't want to actually put a position down there because I think everyone in the hallway that I talked to wants to know how Cooper is gonna impact the sphere for instance, is gonna change the makeup of the sphere. And what's the impact on the product side the head that stat about bare metal being 8%. I was like, a little bit biased. Maybe there, So are they. They tiptoeing. Dave, you think? I mean, the spend numbers show that if you could just hold the line for 24 months and the new trends won't take away from that license, I mean, is it a tactical thing? Or do you think that here's the >> thing? I want to go back? I do want to give'em where? Props on one thing and you've used this term to If you go back to 8 4009 Paul Maritz talked about. We're building the software mainframe and passed them pretty consistent about that they used, they said, Any workload, any app? What's different today than back then is, he said, any workload, any up any cloud. Really. Cloud wasn't as much of a factor back then, but that vision has been fairly consistent it to you. Answer your question, Veum. We're spending remains strong, you know they're spending data that we shared with the GT R on silicon angle yesterday and today is that 41% of the VM were installed. Base is going to spend Maurine the second half of 2019 and only 7% are going to spend less. Okay, that's a real positive. But at the same time, the data clearly shows that cloud is negatively impacting VM wear spend and so that's a real threat. So multi club Pat said today technologists who Master Master Multi Cloud will own the next decade. He's talking to his audience. I'm not sure I agree with that. How much you're mastering Multi Cloud is what's gonna be the determining factor to own the next decade. >> Well, I'm stumped. Stick with my position. That multi cloud is not a reality. I think it's really more overhyped, and our actually just started to be hyped and probably will be then over hypes. And then seven years from now we'll start seeing multiple clouds truly interoperable. But I think multi cloud is we find on the Cuba simply enterprises have multiple vendors and multiple environments that happen to be those vendors have cloud, so I don't think it actually is an operating model yet. But again, just like on the Cube 2012 stew. We talked about hybrid Cloud. I called. I asked, yes. When was it a halfway house of the weigh station? He had a connection. >> So gassy. So, John, here's what I say. Number one is customers today absolutely have multiple clouds. But for multi cloud, to be a reality multi cloud must be greater than the sum of just the piece is that it's made up today and absolutely were not there. Today. VM wear has a strong reason why it should be at the center of that discussion. But they're gonna be right at loggerheads with Red Hat and Microsoft and Google and Cisco in that kind of debate at the multi cloud >> and we had, we had a story on our special report on silicon angle dot com. Check it out. It's called Coping With Multi Cloud. Were coping was by design. Coping as a mechanism used to deal with uncertainty. Coping strategies is what CEOs are going to deal with. But read that post. But in it I kind of see. I mean, I kind of agree and disagree. We have two perspectives, Dave developing. You want to get your thoughts butts do on this C I ose that come from a traditional I t background tend to like multi vendor things because they know they don't want lock. And they're afraid if you then swing to the progressive side si SOS, for instance, who are have a gun to their head in terms of security, they're all saying no, we're betting on one cloud and we'll have backup clouds, but our development staff is gonna build stacks. Have AP eyes, and we'll share those AP ice to our suppliers. Cloud vendors are saying Support our specs. So to spectrums the old school I t. Guys saying Multi vendor equals multi cloud. And then then, on the other end, See says to say, I'm gonna build technology and build a stack, exposed FBI's and let the clouds support my my tooling that not the other way around your thoughts. I >> pulled a quote in my piece That's on Silicon angle as well. From David. If lawyer and he was defining a hybrid multi cloud, he said, any application of application service can run on any note of the hybrid cloud without rewriting re compiling a re testing. My argument would be you're never gonna have that North Star without a high degree of homogeneity. And there's three examples of high degrees of homogeneity in hybrid Cloud. Today it's azure stack. It's clouded customer, and it's outposts. You're so this idea that we're gonna have this diverse set of clouds and yet they're all gonna run is one to me. I ask, Is it technically feasible? And is it Is it practical? >> Well, Steve, Steve Harry was on his Hey had announced the signal. FX has come. Portfolio can be sold on a big deal to split when he was on The Cube with me last week and he said one of them looking back on the 10 years that 1 may be M where great was virtual ization allowed for massive efficiencies and improvements without rewriting the apse. The question today's point is, is that a reality? Can what's next? So that that next gain that's not gonna require people to rewrite their APs >> well and that actually not rewriting the axes where VM or has its strength. Because, you know, I I made a joke during the keynote. It was like you have a V M insert magic. Congratulations. You now have a cloud workload because I just did. VM were cloud and it's the same app. But on the other hand, that's actually been my biggest dig on V M. Where is the long pole? In the tent and modernization is modernizing wraps. And that is that Tom Zoo that Veum were announced. They're taking bit Nami and pivotal because we do need to modernize the application. If you have an application, you've been running long enough that your users are complaining about it. We need to modernize that. VM wear has not been much of enabler of that pivotal. Yes, absolutely. That's what the cloud Foundry Labs, the pivotal Labs has been doing for years. It is a tough thing to do. That's what the developers we hear it Amazon. They're building new abs. I don't hear modern building new app at VM where, but they are moving in that >> direct question for you guys and John you in particular, but also used to as well followed AWS probably more closely than any two people I know, Pat said. Strength, lies and differences, not similarities. I've noted many differences in philosophy between A. W S and V M. where they're both winning in the market place. We know a divorce is growing much faster, but a divorce doesn't believe in multi cloud. A Devil's doesn't believe security is broken. That's that's VM wears narrative VM where says it wants to be the best infrastructure and develop our software company. That's kind of like eight of us is the platform for that. They both want to be the security cloud, and and VM were said today they have 10,000 cloud data centers, and I'm guessing that Andy Jassy wouldn't think that many of those data centers are cloud data centers. Your thoughts on the differences between between A. W S s philosophy and VM wears narrative. And can they both? Is there enough market for them both to win? >> Well, it's strikingly different. I mean, AWS is just in a breed of its own. VM wears hedging and playing there their bets. They're kind of putting, you know, bets on each horse, right? Interesting enough in the cloud thing. There was no mention of Google Cloud. I didn't see that mentioned there. Andi was speculation. Wouldn't Oracle be great partnering with Google? That's not a rumor. I'm just kind of put it out there. That would be a good combination partnership, given the Oracle's cloud is failing miserably, I think v M. Where because of the operating leverage in the enterprise, has that operational layer down to me, Amazon is the model, the future, because they are clearly born with a dev ops mindset. They have an environment where developers can build applications and they could operate. It scale with all the efficiencies of operations. So I think cloud to foreigners were calling. It is all about having developers and operational excellence without a lot of disruption or re platforming. So I think that's where the differences are. You have company that have toe have to work with this world of legacy applications, and that requires first lift and shift, which doesn't become attractive. Then you add containers on the game changes. So I think container ization really was, I think, the seminal moment in the shift where where you got kubernetes and containers. So let the enterprise cloud. Native guys get in and have an operational framework that takes advantage of the horsepower of public cloud, which is computing storage, which is why we think networking and security will be the absolute focus areas for Cloud two point. Oh, and Amazon is just dominating the depth and the ops. And I don't think anyone is coming close. >> I'd love to hear your thoughts, too, but I just got caught. I don't think Oracles Cloud is failing miserably. I think it's I wouldn't say it that way. I think their infrastructures of service is irrelevant and the cloud is all about SAS. But just, you know, that's what I think. Waken debate that somebody >> has been great for the Oracle customers. But in terms of all metrics in terms of public and enterprise, cloud with multiple environments nonstarter. >> So there's a bit of a schism out there if you talk to customers. There are many customers when they deploy in Public Cloud, although uses, you know, compute storage and, like the identity management and that's it. And they'll stop and I talkto you con many customers that are using kubernetes so that if they want to hit the eject button, but they're all on Amazon today, so it's not like they're all fleeing Amazon or doing it. But we talked to lots of developers that are deep in aws they're using those service is they're using Lambda and they're building it. So how deep will they go? And that's where I look at this VM we're offering. And it's if I'm gonna take the sphere and extend that with kubernetes. I saw Cuba. Well, um, actually in the Twitter stream said it is, you know, cloud lock in to Dato is what we get if we do that. Because the whole reason VM were originally created called Foundry. So they didn't have to take that entire V's fear colonel and put it everywhere. So it's a nice bridge. That van, where has the partnership they have with AWS is a great strategy. But I still think it is a bridge to an ultimate solution where they'll still use the M where the embers not going anyway. But that shift of where my application live in what service is I do is going to change a lot over the next 3 to 5. >> Let's not lose sight, Dave, of where we are in the industry. I mean, we're at VM World 2019. We go to reinvents coming up. We kind of live in a tech bubble in the sense that all this stuff is all kind of great skating to where the puck is gonna be. But the reality is in most I tea shops, and again, I use ceases as a proxy in my mind, because they're in the cutting edge of all the real critical nature of security, of the impact that harm that could happen to a company. So I look at sea. So she's more of a canary in the coal mine for trends than the nutritional CEO. At this point, most enterprises are just trying to rationalize kubernetes, generally speaking like never mind, like making a centerpiece of their entire architecture. They're looking at their existing environment saying, Hey, I got V EMS that did great for me. Serve a consolidation enabled more efficiency, not rewriting code. Now what? I gotta do kubernetes and do all this other stuff. How do I suspect my VM with kubernetes? Is it on bare metal? So I think we're way ahead right now. In the narrative, I think the reality is that people catch up. That's where the proof is gonna come into. That's why the customer survey numbers are interesting. >> Keep keep. Townsend is set on the Cube VM, where moves at the speed of the CEO, so they're not moving too far ahead of them, but they are key heating up with them. >> Let me share some data to share some data so you could go to Silicon Angle. Look at the V M World 2019 90 spending survey containers, Cloud NSX and pivotal its data from Enterprise Technology Research that we analyzed. There's no evidence right now that Container's air hurting VM wear. But then that was the narrative that containers are gonna kill the M where but long term. There's real threats there. So that's what the pivotal acquisition, at least in part was about. I want to address the pivotal acquisition cause we haven't dug into it a little bit a cz, Much as I'd like to see. There's really three things there. One pivotal was struggling. You look at the stock price, you look at their buying patterns, you know the stock was down that not even close to their original AIPO price, so they wanted to get out of the public eye right now would not be on that 30 day shot clock. The second is it's a hedge on containers. And the third is it's a financial scheme. I mean, I'll call it that VM wears paying $800 million in cash for an asset that's worth $4 billion. How can that be? Well, they already owned 15% of pivotal there. Give. They're exchanging stock. So their trade trading paper to Adele in exchange for Dell's 70% ownership in Pivotal. So they pick up this asset, and it's basically a forced migration by Michael Del, who controls 96% of the voting shares. So there's all kinds of inside nuance going on there that nobody's really talked about it a >> great deal for Of'em. Where and Michael Dell? It's >> a very good deal for VM wear and Michael Dell. >> Let's unpack that are rapidly. >> Just did the one piece on that, right, because kubernetes it was the elephant, the room that was damaging what Pivotal was doing. VM were made a couple of acquisitions VM where needs to react at, so it made sense to pull out back in. Even if it does go against some of the original mission, that Cloud Foundry and Pivotal had to be able to be that cloud native without that full strong time, >> it's all about building apse, right? It's all about enabling developers. >> Let's on that note. Let's go around the horn and talk about what we expect from the emerald this year. And then we'll kick off three days of wall to wall coverage. I'll start, I expect. And I'm not looking for is how VM wear and its ecosystem and who's really deep in the ecosystem, who's kind of independent and neutral, what they're doing with their containers and kubernetes play. Because I think the container revolution that was started with Dr Absolutely is very relevant to the C i o and the Sea. So so and then how they're using data in that in their applications. So you know how VM Way wants to position themselves on the control plane, how that fits in the NSX. I think containers in the container ization is going to change. I think bare metal is gonna be a super important topic in the next couple of years. Dio I'm kind of swinging back to the my feeling that you know, hyper convergence what it did for server storage networking back when you were calling those those moves. I think that kind of hyper convergence mentality is coming up the stack, and I think Containers and the Kubernetes Chess Board will will play out. >> I think if you my feelings, if you don't own a public cloud, you better convince your customers in your ecosystem that the future is in our definition of cloud, which is multi cloud. And that's what this VM world to me is all about. >> Yeah, you know, Veum wears taking their software state and trying to live in all of those cloud world. So you know, V. Amar has 600,000 customers and they want to be the ones to educate them on the kubernetes containers. You know you're at modernization, but there's a lot of other places customers can learn about this. No one understand where VM wear really adds value beyond all of those pieces, because all the cloud platforms have their kubernetes. >> A lot of other places, like the public cloud. That's where all the action >> exactly comes back down the cloud 2.0 Dev and ops developers and operations all come together with software. Thank you. Breaking it down here for three days. Wall to wall coverage here in Moscow north to set celebrating our 10th year covering VM World. Thanks for watching stay with us from or action after this short break.

>> from our studios in the heart of Silicon Valley. PALO ALTO, California It is a cute conversation, >> living welcome to this special Cuba conversation in Palo Alto, California We're here with our friends on Twitter and influences in the cloud computing edge and open source game. We have our distinguished power panel here talking about if every tech company, every company should be a tech company. And what does it mean in the air of a modern infrastructure? Police to have my kale with ct of everest dot org's from most Gatto's California Rob Hirschfeld, founder and CEO of Rock n Calling in From Where You Calling in from >> Austin, Texas. >> Austin, Texas. Good to have you and Mark Theo Who's with EJ Gravity brand New opportunity. Congratulations calling in Las Vegas. Thanks for coming in, guys. Thanks for spending the time on this cube power panel from the influencers. Always great to see you guys on Twitter with this morning. I woke up, was very active at a Crouch said earlier this morning. And Mark, you wrote a post that got my attention. So I think you hit a nerve that has been sparking around the Internets around the role of technology as couples, they're starting to rethink and building out there enterprise architectures in their businesses. And we're seeing some signals around cybersecurity. Dev Ops certainly has been kind of banging on this drum with cloud computing, and that is that the role of technology plays as a percentage of the business part of the business. And your tweet was simply put, you said every bit. If every business needs to become a tech business, it business has to decide to own its own infrastructure something of that effect, which which triggered me because it's like That's a good question. It isn't just a part of an organization supporting it. Tech is becoming much more instrumental. So I want to get your reaction. What was the motivation behind that tweet? What's your what's your What was your point around it? >> Yeah, I mean, like many of my tweets, they're poorly worded and rushed out, so you know, it's not as clear as it could have been. But the real point of the message wasn't Thio highlight that a technology company has to be all in the cloud or has to own its infrastructure, but rather as a company makes a change towards becoming a technology company. I mean, if we go back Thio you know, 1995 or 1996 when we wanted a library, we went to the library. But now we have Google. We didn't know that Google was gonna become an online the equivalent of a library. But it became a digital company before anybody asked for that solution or anybody was running that kind of solution in some sort of company format and then changed it over. But, you know, Google Facebook, Microsoft's into it. Adobe PayPal. We could go down the long list there. All I t cos in the end, whether you call the technology that they built to run their businesses engineering with a CTO or I t. Is the material. They are in fact, large giant I t organizations that do what they do to make money. And so, as more companies look to make the change as digital transformation takes hold as more efforts are presented to try to get a closer handle on customers to build loyalty with customers, create new engagement models, maybe at the edge, even in traditional application environments, then companies have to make a decision about how they're going toe oh, nightie and whether they're goingto own any portion of the infrastructure of I T. And if they're going to do that, then I don't think that there's any question that they have to own it. Atleast following a model of the way the large providers and the facebooks, et cetera have provided for us cannot continue. In other words, what I've been known to say before, we can't continue to throw more hardware and people at the problem. >> My mike, I want to get your thoughts on this because one of the things that I know you have been involved a lot with security on dhe I t. As well in security, which which is a canary in the coal mine. For a lot of these architectural decisions are all kind of looking at how they hire and build on premise in house around tech stacks. And one of the things that became apparent to me at Amazon Aws reinforce, which is their Amazons first cloud security conference, was most of the ceases. When I talk privately was saying, we don't really believe in multi cloud. We have multiple clouds, but We're investing in people on certain stacks that fit our guiding principles of what we're building as a company. And they said we then go to the suppliers and saying, Here's the AP eyes we want you to support So you start to see the shift from being hiring the general purpose software vendors to come in and supply them with I t stuff Were hardware. As Mark pointed out, too much more, the customer saying No, no, this is our spec build that we built it. And so the trend that points to the trend of a reinvestment of building tech at the core of the business, which would imply to Mark's point around their tech companies. What's your thoughts on this? >> So a nuance. My answer. I think their tech enabled companies more than tech companies like Tech is enabling, whether it's Google or into it or pay power of the other companies. Mark mentioned technologies the base of their companies stack, um, then to go into your security portion, security has to be architected and embedded into the core solutions not bolted on after the fact with vendor solutions like it is today, and I think we've proven time and time again, including the capital one issue as a day or two ago that the current approaches are not working. And, uh, I agree with whomever See says you've been talking thio like being driving a P I integrations and be consumptive of them and telling what you need to build is a much better approach. Would you want to build a custom house with that actually talking to your builder and finding out later? What? What features and pictures have been installed in your home. But what do you wanna have a hand in that from the ground up? I think that's the mischief. >> Well, I want to come back to the capital. One point that's gonna be a separate talk track. So let's hold that thought. Rob, I want to go to you. Because StarBeat Joel, whose prolific on these threads you know, posting is nice Twitter cards on their um, he said, If you know, talk about leasing out extra capacity in a private data centers question Mark, you know, teasing out the question. And then Ben Haines responded and said, Why the hell would you want to be in that business when you have a real business to run again to what Mark was saying about, You know, Tech is going to be everywhere. Why should I even be in the data center? Because I don't want to be in that business. I gotta figure out Tech for the business. So Ben kind of brings that practitioner perspective. What's your thought? Because you're in the middle of this with the devil's movement. Bare metal, big part of it, Your thoughts. >> Yeah, And that's why we really focus on fixing the bear mental problem. Andi, I want to come back to where a bear metal fits with all this because you really can't get away from bare metal. I think the first question is really is every day to send is every business in I t business. And you know, not every business is a Google and strictly a nighty business. But what we're seeing with machine learning and Internet of things and just extension of what was traditionally siloed I t or data center, I t into everyday operations. You can't get away from the fact that if you're not able to take in the data, work with the data, manipulate and understand what your customers were doing. Then you are going to be behind. That's That's how you're gonna lose. You're gonna be out of business on. So I think that what we're doing is we're redefining business into not just a product that you're selling, but understanding how your customers air interacting with that product, what value they're getting from it. We really redefined supply chain in a very transformative way compared to anything else. And that's an I T enabled transformation. >> Ben brings up a good point, but the Brent wanted Friends Point is essentially teasing out mark and yourself a bare metal. All this stuff is complicated. Cut and make investments. Ben's teasing as What the hell business do you want to be in? I think that becomes a lot of this digital transformation. Conversation is Hey, Cloud is an easy decision. We were start up 10 years ago. We don't have I t. We have 50 plus people on growing. We're all in the cloud. That's fine for us. Dropbox started in the cloud. All these guys started class. It's easy as hell to do it. No, no debate there. But as you start thinking, Maurin Maur integration as a big enterprise which wasn't born in the cloud. This is where the transformations happening is what business? What the hell they doing? What's what's the purpose of their >> visit? Yeah, but the reality of you, a cloud infrastructure and how cloud infrastructure is structured does not really take you away from owning how you operate and run that infrastructure, right Amazons than an amazing marketing job of telling everybody that they're not smart enough to run their own infrastructure. And it's just not true way definitely let operations get very lax. We built up a lot of technical debt that we we need to be able to fix. An Amazon walked in and said, This is too hard for you. Let us take it off your plate. But the reality is people using Amazon still have toe owned their operations of that infrastructure. The capital one didn't doesn't get to just get a pass and say, I used Amazon. Oh, well, Too bad. Talk to them. You still own your infrastructure. >> Technically, it wasn't Amazons fall, so let's get the capital. One is this brings up a good point. Converged infrastructure was the Holy Grail, savior for the I t If you go back when we started doing Cuba interviews, stupidity and I would talk about converged is awesome. You got Nutanix kicked ass and grew like crazy. And so then you have the converge kind of meat's maker. When it sees the cloud, it's like, OK, I got great converged infrastructure, but yet the breach on capital one had nothing to do with a W s. It was basically an s three bucket that the firewall Miss configured. So it was really Amazon was a victim of its simplicity there. I mean, there's a >> I mean, this is this is what we're talking about with. To me with this tweet is that we need to look, we need to be better at operating the infrastructure we have, whether it's Amazon or physical assets on your premises. What we've really done is we've eroded our ability to manage those pieces well and do it in a way that builds on itself. And so as soon as we can get on improvement there, I mean, this this is where I went with this threat is if we can really improve our operational efficiency with the infrastructure we have, whether it's in the cloud on premises. You create benefits there than everything you build on top of that is gonna have a nim prove mint, right. We're gonna change the way we look at infrastructure. Amazons already done that on. We think about infrastructure in cloud terms, but I don't think that what they've done is the end destination. They just taught us how to be better running infrastructure. >> Well, it brings up that it brings up the point, and I have so Mike shaking his head to get his thought and mark on this. If I is that I tease problem our operational technologies problem because the world's not as simple as it used to be. It was not. It wasn't. It's not simple. You got edge. You get externally incest cloud players now multi cloud. So information technology teams and operational technology teams whose fault is it? Who is responsible thing? Could you just had a AI bots managing the the filtering and access to history buckets that could have been automated away? What, Whose problem was it? Operations, technology or I t. >> So that I think, to touch upon what Rob was talking about. There's my chain and technology, uh, from the classic sound byte is people process and technology. The core cause of literally every security breach, including capital one is a lack of sophisticated process and the root cause being people, and there's no amount of a I currently that can fix that. So you have to start focusing on your operational supply chain processes, which has, Rob said. Amazon has really solidified, and the company should look to emulate that forces trying to emulate the cloud infrastructure and some of your processed and your people challenges first. And then you can leverage the technology. >> Great point. Totally agree with you on that one >> market. Yeah, I would agree with everything that both Mike and Rob just said, and I would just add that we we don't have any choice but to face the future. That is, I t. And in order to provide the best possible service to our customers for our applications that even haven't been built yet, we have to look at the service is that are available to us and utilize them the best way possible and then find appropriate management and, like so correctly put it supply chain processes for managing them. So I've talked to people who are building unique cloud platforms internally to solve a specific business problem in ways that the individual clouds offered by the Big Three is an example can't do or can't do as well or can't do is cheaply. And the same thing applies to customers who are just using more than one of the big cloud providers. Even for some in some cases, for workloads. That might seem similar because each of the clouds provide a different opportunity associated with that specific set of requirements. And so we don't have any choice but to manage it better. And whether it's we make a choice to use it in our data center because it's more cost effective long term. And that's our single most important driver. Or whether we decide to leverage every tool in our tool belt, which includes a handful of cloud providers. And some we do our own, um, or we put it all in one cloud. It doesn't change our responsibility for owning it correctly, right? And my simple message really was that you have to figure out how to own and I'll steal from Mike again. You have to figure out how to own that supply chain. But more lower down more base is ifs. Part of that supply chain is delivering compute into a data center or environment that you own. Then you have to find the tools capabilities to ensure that you're not making the kind of mistakes that were made with capital or >> or, if you have tools are networks and tools you don't know and look at the quotes. So called scare with the China hack from Super Micro. That's a silly why chain problems? Well, it's on the silicon. So again, back to the process, people an equation. I think that's right on this brings us kind of through the next talking track. I want to get your thoughts on, which is cloud two point. Oh, I mean, I'm putting that term out there on Lee is a provocative way. Remember, Web to point. It works so well in debating about what it what it was. If one if cloud one data was Amazon Web service is, thank you very much. Public cloud. You could say cloud two point. Oh, our second inning would be just what happens next because you're seeing now a confluence of different dynamics edge, um, security, industrial edge. And then you know this all coming into on premises, which is hybrid and public, all working together. And then you throw multi cloud in there from a complexity standpoint. Do you wanna have support Microsoft's Stack, Azure Stack, Google and Amazon? This is this is the fundamental 2.0 question. Because things are more real time. Things are data specific. This costs involved. There's really network innovation needed what you guys thoughts on cloud to point out. >> I think the basic cloud 2.0, is moving to the shared responsibility model. And we should stop blaming people for teams for breaches as architectures become much more complex, including network computing, storage and in service orchestration layers like kubernetes, no one team or individual, individual or one team and manage all of that. So you're all responsible for infrastructure, scalability, performance and security. So I think it's the cultural movement more than the technology movement at the base of >> Rob. What's your definition? Cloud 2.0, from your perspective. >> Oh boy, I've been calling it Post Cloud Is my feeling on this? Yeah, it to me. It's it's about rethinking the way we automate. Um, you know, we really learned that we had to interact with infrastructure via automation and eliminate the human risk elements of. This doesn't mean that we have an automation is foolproof either It's not, but what? What I think we've seen is that people have really understood that we have to bring the type of automation and power that we're seeing in clouding the benefits because they're very riel. But back into everything that we do. There's no doubt in my mind that infrastructure is moving back into the environment. Where is what? Which is EJ from my perspective, and we'll see computing in a much more distributed way and those benefits and getting that right in the automation. Is this necessary to run autonomous zero touch infrastructure in environmental situations. That is gonna be justice transformative, freighted that that environment makes the cloud look easy. Frankly, >> Mark, what's your take? I want to get because, you know, security houses, one element get self driving cars. You got kind of a new front end of of EJ devices, whether it's a Serie Buy Me a song on iTunes, which has to go out to a traditional system and purchase a song. But that that Siri priest is different than what? The back end? Does this simply database, Get it? Moving over self driving cars, You're seeing all kinds of EJ industrial activity. You know, the debate of moving compute to the data. You got Amazon with ground station, all these new infrastructure physical activities going on that needs software to power it. What, you're in cloud to point. It seems to be a nice place not just for analytics, but for operational thing. Your thoughts on cloud to point out >> Well, I mean you you describe the opportunity relatively well. I could certainly go in. I've spent a lot of time going into detail about what EJ might mean and what might populate edge and why people would use it. But I think from if we just look at it from a cloud 2.0, standpoint, maybe I'm oversimplifying. But I would say, you know, if you add on to what Mike and Rob already so well pointed out is that it's best fit right, it's best fit from compute location, Thio CPU type Thio platform on, and historically, for I t they've always had to make pragmatic choice is that I believe, limit their ability on Helped to create Maur you know, legacy Tech that they have to manage, um on and create overhead tech debt, as they call it on DSO. I think judo. And in my book the best case for two Dato is that I can put best fit work where I need it when I need it for as long as I need it. >> That's that's really kind of gasp originals. Well, people got to get the software stood up. That's where I think Kubernetes has shown a nice position. I want to extend this track to another thought, another topic around networking. So if you look at the three pillars of computing computing mean industry, compute storage and networking, cloud one daughter, you can say pretty much compute storage did a good job. Amazon has a C two as three. Everything went great. Networking always got taken to the wood shed. You know, networking was getting, you know, people were pissing and moaning about networking. But if you look at kind of things were just talking about networking seems to be an area that this cloud 2.0, could innovate on. So wanna get each of your thoughts on? If you could throw the magic wand out there around the network doesn't take the same track as Dev ops that gets abstracted away because you see VM wear now doing deals. All the cloud providers they got they're going after Cisco with the networking PCC Cisco trying to be relevant. The big guys you got edge, which is power and network connection. You need those things. So what is the role of the network? And two point If you guys could wave the magic wand and have something magically happen or innovate, what would it be? >> Oh, wait, it's part complaining. It's your world. You know, it's ironic that I said this Thio competitors to my most previous company. Ericsson Company was away. They asked me after an event in San everything was a cloud expo. I just got off stage and the gentleman came up to me and asked me So mark you the way you talked about Cloud. I appreciate the comments you made yada, yada, yada. But what do you think about networking? And I said Well, network big problem right now is that you can't follow cloud assumptions as faras usage characteristics and deployment characteristics with networking. When that problem is solved, will have moved light years ahead in how people can use and deploy i t. Because it doesn't matter if you can define workload opportunity in 30 minutes on an edge device somewhere or on a new set of data centers belonging to Google or 10 Cent or anybody else. If you can't treat the network with same functionality and flexibility and speed to value that, you can the cloud then, um, it's Unfortunately, you're really reducing your opportunity and needlessly lengthening the time to value for whatever activity it is. You're really >> so network, certainly critical in 2.0, terms have absolutely that Mike any any thoughts there? >> So I think you know, there's there's easy answers to this that are actually the answer. You know, I P v six was the answer from a couple years ago, and that hasn't solved in the fantasy of the solved. All the problems, just like five G is not gonna magically transform our edge infrastructure into this brilliant network. The reality is, networking is hard and it's hard because there's a ton of legacy embedded stuff that still has to keep working. You can't just, you know, install a new container on container system and say, I've now fixed networking. You have to deal with the globally interconnected MASH insistence. I think when we look at networking, we have to do it in a way that respects the legacy and figures out migration strategies. One of the biggest problems I see that a lot of our technology stacks here is that they just assume we're gonna pave over the problems of yesteryear, nor them and with network, when you don't get that benefit, what you described with cloud networking, never living up the potential, it's because cloud networking isn't club networking. It's it's, you know, early days of the Internet. Networking is still what we use today. It's not. It's not something you can just snap your fingers and disrupt. >> Well, I mean, networking had two major things that were big parts of a networking and who build networks knows you provisioned them and you have policy stuff that runs on them, right? You moving paintings from A to B, then you got networks you don't own right so that's kind of pedestrian, old thinking. But if you want to make networks programmable to me, it just seems like they just seem to be so much more there that needs to be developed, not just moving package. Well, >> you just said it's traditional. Networks were built first, and the infrastructure was then built around them or leveraging them, so you need to take like in zero. Trust paper. When Bugsy Siegel built Las Vegas, he built the town first and then put the roads around the infrastructure. So you need to take that approach with networking. You need to have the core infrastructure of first and then lay down the networking around to support it. And, as Mark said, that needs to be much more real time or programmable. So moving from ah, hardware to find to a software to find model, I think, is how you fix networking. It's not gonna be fixed by a new protocol or set of protocols or adding more policies or complexity to it, >> so you see a lot of change then, based on that, I'd take away that you see change coming to networking in a big way because Vegas we're gonna build >> our if it has to happen. The current way is not working. And that's why we need the bottlenecks. Wherever >> Mark you live in is the traffic's brutal. But, you know, still e gotta figure out, You know, they got some more roads. The bill change coming. What are your thoughts on the change coming with this networking paradigm >> show? I mean, there are a few companies in the space already. I'm going to refuse to name anyway at this point because one of them is a partner of my new company, not my new company, but the new company I work for and I don't want to leave them out of the discussion. But there are several companies in the space right now that are attempting to do just then just that from centralized locations, helping customers to more rapidly deploy network services to and from cloud or two and from other data centers in a chain of data centers. Programmatically as we've talked about. But in the long run, your ability to lay down networking from your office without having to create new firewall rules and spend months on on contract language and things like that on being able to take a slice of the network you already have and deploy it on DDE, not have to go through the complex Mpls or Or VPN set ups that are common today on defectively reroute destinations when you want to or make new connections when you need to. Is far as I'm concerned, that's vital to the success of anything we would call a cloud two point. Oh, >> well, we're gonna try tracks when he's hot startups. So you guys see anyone around this area? I love this topic. I think it's worth talking a lot more about love. Love to continue on with you guys on that another. Another time. Final five minutes. I'd love to spend with you guys talking about the the digital transformation paradox. Rob, we're talking before we came on camera. He loved this paradox because it's simply not as easy to saying Kill the old man, bringing the new and everything's gonna be hunky dorey. It's not that simple, but but it also brings up the fact that in all these major waves, the hype outlives the reality, too. So you're seeing so I want to get your thoughts on digital transformation. Each of you share your thoughts on what's come home to be realistic in digital transformation, which what hasn't showed up yet in terms of benefits and capability. >> I mean, this is this to me is one of the things that we see happen in every wave. They people jump on that bandwagon really hard, and then they tell everybody who's doing the current stuff, that they're doing it wrong. Um, and that that to me, actually does a lot more heart. What we what we've seen in places where people said, burn the boats, you know, we don't care. They have actually not managed to get traction and not create the long term sustainability that you would get if you created ways to bring things forward. Networking is a good example for that, right? Automating a firewall configuration and creating a soft firewall or virtual network function is just taking something that people understand and moving it into a much more control perspective in a lot of ways. That's what we saw with Cloud Cloud took working I t infrastructure that people understood added some change but also kept things that people 1% and so the paradox. Is that you? Is it the more you tell people, they just have to completely disrupt and break everything they've done and walk away from their no nighty infrastructure, the less actually you create these long term values. And I know there are people who really know you got totally changed everything that disrupted value. But a lot of the disrupted value comes from creating these incremental changes and then building something on top of that. So what? So >> what did what Indigenous in digital transformation, what has happened? That's positive and what hasn't happened that was supposed to happen. >> So when I look att Dev ops on what people thought we were going to do, just automate all things that turned out to be a much bigger lift than people expected. But when we started looking at pipelines and deployment pipelines and something very concrete for that which let people start in one or two places and then expand, I think I think, uh, pipelines and build deploy pipelines are transformative, right? Going from a continuously integrated system all the way to a continuously integrated data center. Yeah, that's transformative. And it's very concrete just telling people automate everything is not been as effective >> guys. Other thoughts there on the digital >> transformation dream. I agree with everything that Rob just said, and I would just add just because, you know, it's the boarding piece that someone always has to say, and nobody in Tech everyone is he here? But you know, every corporation at one point or another in its Kurt in its life span faces a transformative period of time because of product change or a new competitor that's doing things differently, or has figured out a way to do it cheaper or whatever it is. And they usually make or break that transformation not because of technology, not because of whether they have smart people, not because of whether they implemented the newest solution, but because of culture and organizational motivation and the vast majority of like Everything, Rob said doesn't just apply to I. T. A lot of the best I T frameworks around Agile and Dev ops apply to how the rest of the organization can and should react to opportunity so that if I t can be and should be really time, then it only makes sense that the business should be able to be real time in responding to what is being created through I t systems. And right now I would argue that the vast majority of the 80% of transformations that don't see the benefit that they're looking for have nothing to do with whether they could have gotten the right technology or done the technology correctly. But it has to do with institutional culture and motivation. And if you can fix that, then the only piece all add on to that. That again I vociferously, really agree with Robin is that if you want to lower the barrier to entry and you want to get more people into this market, you won't get more people to buy more of your stuff and grow what they own. Then you have to be able to show them a path to taking, getting the most value out of what they already have. There is no doubt in my mind that that's the only way forward, and that's where some of the tools that we're talking about and what we're talking about today on Twitter or so important >> Mike final stops on the >> docks >> on your thoughts on the transmission paradox, >> so the paradox that Robb describe think is set, the contact is set incorrectly by calling it digital transformation should be digital revolution, where the evolution process doesn't end. Transformation makes people think that there's some end state, which means let's burn the votes. That's let's get rid of all over all on prime infrastructure moved to cloud and we're done. And really, that's only the beginning. Which is why we're talking about Cloud two point. Oh, do you have to take that approach that you want to have continuous evolution and improvements, which Segways into what Rob said about de box and automating all the things you don't automate your tasks and processes and you're done? You want to keep improving upon them. Figuring out how to improve the process is and then change the automation five that the is, Mark said. It's a cultural and mental shift versus trying to get to this Holy Grail and state of transforming transformation. >> Awesome. Well, why I got you guys here first off. Thanks for spending the time and unpacking these big issue. Well, two more of it. I'd >> love to just get >> your thoughts real quick on just your opinion of Capital One. The breach, survivability and impact of the industry. Since it's still in the news, who wants to jump for us? We'll start with Mike. Mike, start with you will go down the line. Mike, Robin Mara. >> I mean, the good news for Capital One is I don't think any personal information was breached that hasn't already been exposed by the various other massive reaches. Like I do my so security number as a throw away at this point which never should have been used for identity. But I want All >> right, So there were Do you think >> it's recoverable is not gonna be as critical, say, Equifax, which was brutal. >> It doesn't sound like there was negligence where Equifax seemed like it was Maura negligent driven than just ah ah, bad process or bad hygiene around a user or roll account and access to a certain subset of data. >> I mean, this was someone who stumbled upon open history bucket and said, >> Well, well, look at this >> bragging about it on Twitter and the user groups. I mean, this >> was like from from what the press said, I think there's other companies that may or may not be affected by this as well, so that it's just capital one, which will probably defuse the attention on them and lessen the severity or backlash. >> Rob your thoughts on Capital One. >> Yeah, I wish it would move the needle. I think that we have become so used to the security of breach of the week or the hardware. Very. You know, it is we We need to really think through what it's really gonna take toe treat security as a primary thing, which means actually treating operations and infrastructure and the human processes piece of this, um, and slowed down a little bit. Um, and I always saw >> 11 lawmaker, one congressman's woman said, More regulation. >> Yeah, they don't want this. I don't think regulation is the right is the right thing. I don't know exactly what it is because I think >> regularly, we don't understand. That's Washington, DC, >> But but we're building a very, very, very fragile I T infrastructure. And so this is not a security problem. It's a It's a fact that we've built this Jenga tower of I t infrastructure, and we don't actually understand how it's built, Um, and that I don't see that slowing down. Unfortunately, >> unlike Las Vegas is, Mike pointed out, it's was built with purpose. They built the roads around the town. Mark, you live there now What's your thoughts on this capital? One piece ends and >> I have been said I would say that what I'm hoping sort of like when you have, ah, a lack of employees for a specific job type. Like right now in United States, it's incredibly difficult to find a truck driver if you're a trucking company, So what does that mean? But that means it's gonna accelerate automation and truck driving because that's the best alternative, right? If you can't solve it the old way, then you find a new way to solve it. And we have an enormous number of opportunity. He's from a process standpoint, but also, from a technology standpoint, did not build on this. Pardon my French crap that we have already >> they were digital. Then, when I ruled by the FCC, >> had build it the right way from the start. >> Well, you know what was soon? How about self driving security? We needed guys. Thanks for spending the time this cube talk. Keep conversation. Appreciate time. Mike, Rob mark. Thanks for kicking it off. Thanks. >> Thank you. >> You're watching Cute conversation with promote guests. Panel discussion Breaking down. How businesses should look at technology as part of their business. Cloud 2.0, security hacks and digital transformation Digital evolution. I'm John free. Thanks for watching.

>> from Cambridge, Massachusetts. It's three Cube covering M I T. Chief data officer and information quality Symposium 2019. Brought to you by Silicon Angle Media. >> Hi already. We're back in Cambridge, Massachusetts at the M I t. Chief data officer Information quality event. Hashtag m i t cdo i Q. And I'm David Dante. He's Paul Gillen. Day one of our two day coverage of this event. This is the Cube, the leader in live tech coverage. Joe Caserta is here is the president of Caserta and Doug Laney, who is principal data strategist at Caserta, both Cube alarm guys. Great to see you again, Joe. What? Did you pick up this guy? How did that all came on here a couple of years ago? We had a great conversation. I read the book, Loved it. So congratulations. A nice pickup. >> We're very fortunate to have. >> Thanks. So I'm fortunate to be here, >> so Okay, well, what attracted you to Cassard? Oh, >> it's Joe's got a tremendous reputation. His his team of consultants has a great reputation. We both felt there was an opportunity to build some data strategy competency on top of that and leverage some of those in Phanom. Its ideas that I've been working on over the years. >> Great. Well, congratulations. And so, Joe, you and I have talked many times. And the reason I like talking because you know what's going on in the market place? You could you could siphon. What's riel? What's hype? So what do you see? It is the big trends in this data space, and then we'll get into it. Yeah, sure. Um, trends >> are chief data officer has been evolving over the last couple of years. You know, when we started doing this several years ago, there was just a handful of people, maybe 30 40 people. Now, there's 450 people here today, and it's been evolving. People are still trying to find their feet. Exactly what the chief date officers should be doing where they are in the hierarchy. Should they report to the c e o the C I O u the other CDO, which is a digital officer. So I think you know, hierarchically. That's still figuring it out politically. They're figuring it out, but technically also, they're still trying to figure it out. You know what's been happening over the past three years is the evolution of data going from traditional data warehousing and business intelligence. To get inside out of data just isn't working anymore. Eso evolving that moving it forward to more modern data engineering we've been doing for the past couple of years with quote unquote big data on That's not working anymore either, right? Because it's been evolving so fast. So now we're on, like, maybe Data three dato. And now we're talking about just pure automate everything. We have to automate everything. And we have to change your mindset from from having output of a data solution to an outcome to date a solution. And that's why I hired Doug, because way have to figure out not only had to get this data and look at it and analyze really had to monetize it, right? It's becoming a revenue stream for your business if you're doing it right and Doug is the leader in the industry, how to figure that >> you keep keep premise of your book was you gotta start valuing data and its fundamental you put forth a number of approaches and techniques and examples of companies doing that. Since you've published in phenomena Microsoft Apple, Amazon, Google and Facebook. Of the top five market value cos they've surpassed all the financial service is guys all ExxonMobil's and any manufacturer? Automobile makers? And what of a data companies, right? Absolutely. But intrinsically we know there's value their way any closer to the prescription that you put forth. >> Yeah, it's really no surprise and extra. We found that data companies have, ah, market to book value. That's nearly 33 times the market average, so Apple and others are much higher than that. But on average, if you look at the data product companies, they're valued much higher than other companies, probably because data can be reused in multiple ways. That's one of the core tenets of intra nomics is that Data's is non depleted ble regenerative, reusable asset and that companies that get that an architect of businesses based on those economics of information, um, can really perform well and not just data companies, but >> any company. That was a key takeaway of the book. The data doesn't conform to the laws of scarcity. Every says data is the new oil. It's like, No, it's not more valuable. So what are some examples in writing your book and customers that you work with. Where do you see Cos outside of these big data driven firms, breaking new ground and uses of data? I >> think the biggest opportunity is really not with the big giant Cos it's really with. Most of our most valuable clients are small companies with large volumes of data. You know if and the reason why they can remain small companies with large volumes of data is the thing that holds back the big giant enterprises is they have so much technical. Dad, it's very hard. They're like trying to, you know, raise the Titanic, right? You can't really. It's not agile enough. You need something that small and agile in order to pivot because it is changing so fast every time there's a solution created, it's obsolete. We have to greet the new solution on dhe when you have a big old processes. Big old technologies, big old mind sets on big old cultures. It's very hard to be agile. >> So is there no hope? I mean, the reason I ask the question was, What hope can you give some of these smokestack companies that they can become data centric? Yeah, What you >> see is that there was a There was a move to build big, monolithic data warehouses years ago and even Data Lakes. And what we find is that through the wealth of examples of companies that have benefited in significant ways from data and analytics, most of those solutions are very vocational. They're very functionally specific. They're not enterprise class, yada, yada, kind of kind of projects. They're focused on a particular business problem or monetizing or leveraging data in a very specific way, and they're generating millions of dollars of value. But again they tend to be very, very functionally specific. >> The other trend that we're seeing is also that the technology and the and the end result of what you're doing with your data is one thing. But really, in order to make that shift, if your big enterprises culture to really change all of the people within the organization to migrate from being a conventional wisdom run company to be a data really analytics driven company, and that takes a lot of change management, a lot of what we call data therapy way actually launched a new practice within the organization that Doug is actually and I are collaborating on to really mature because that is the next wave is really we figured out the data part. We figured out the technology part, but now it's the people part people. Part is really why we're not way ahead of where we even though we're way ahead of where we were a couple of years ago, we should be even further. Culturally, it's very, very challenging, and we need to address that head on. >> And that zeta skills issue that they're sort of locked into their existing skill sets and processes. Or is it? It's fear of the unknown what we're doing, you know? What about foam? Oh, yeah, Well, I mean, there are people >> jumping into bed to do this, right? So there is that part in an exciting part of it. But there's also just fear, you know, and fear of the unknown and, you know, part of what we're trying to do. And why were you trying Thio push Doug's book not for sales, but really just to share the knowledge and remove the mystery and let people see what they can actually do with this data? >> Yeah, it's more >> than just date illiteracy. So there's a lot of talk of the industry about data literacy programs and educating business people on the data and educating data people on the business. And that's obviously important. But what Joe is talking about is something bigger than that. It's really cultural, and it's something that is changed to the company's DNA. >> So where do you attack that problem? It doesn't have to go from the top down. You go into the middle. It has to >> be from the top down. It has to be. It has to be because my boss said to do it all right. >> Well, otherwise they well, they might do it. But the organization's because if you do, it >> is a grassroots movement on Lee. The folks who are excited, right? The foam of people, right? They're the ones who are gonna be excited. But they're going to evolve in adopt anyway, right? But it's the rest of the organization, and that needs to be a top down, Um, approach. >> It was interesting hearing this morning keynote speakers. You scored a throw on top down under the bus, but I had the same reaction is you can't do it without that executive buying. And of course, we defined, I guess in the session what that was. Amazon has an interesting concept for for any initiative, like every initiative that's funded has to have what they call a threaded leader. Another was some kind of And if they don't, if they don't have a threat of leader, there's like an incentive system tau dime on initiative. Kill it. It kind of forces top down. Yeah, you know, So >> when we interview our clients, we have a litmus test and the limits. It's kind of a ready in this test. Do you have the executive leadership to actually make this project successful? And in a lot of cases, they don't And you know, we'll have to say will call us when you're ready, you know, or because one of the challenges another part of the litmus test is this IittIe driven. If it's I t driven is gonna be very tough to get embraced by the rest of the business. So way need to really be able to have that executive leadership from the business to say this is something that we need >> to do to survive. Yeah, and, you know, with without the top down support. You could play small ball. But if you're playing the Yankees, you're gonna win one >> of the reasons why when it's I t driven, it's very challenging is because the people part right is a different budget from the i T budget. And when we start talking about data therapy, right and human resource is and training and education of just culture and data literacy, which is not necessary technical, that that becomes a challenge internally figuring out, like how to pay for Andi how to get it done with a corporate politics. >> So So the CDO crowd definitely parts of your book that they should be adopting because to me, there their main job is okay. How does data support the monetization of my organization? Raising revenue, cutting costs, improving productivity, saving lives. You call it value. And so that seems to be the starting point. At the same time. In this conference, you grew out of the ashes of back room information quality of the big data height, but exploded and have kind of gone full circle. So But I wonder, I mean, is the CDO crowd still focused on that monetization? Certainly I think we all agree they should be, but they're getting sucked back into a governance role. Can they do both, I guess, is >> my question. Well, governance has been, has been a big issue the past few years with all of the new compliance regulation and focus on on on ensuring compliance with them. But there's often a just a pendulum swing back, and I think there's a swing back to adding business value. And so we're seeing a lot of opportunities to help companies monetize their data broadly in a variety of ways. A CZ you mentioned not just in one way and, um, again those you need to be driven from the top. We have a process that we go through to generate ideas, and that's wonderful. Generating ideas. No is fairly straightforward enough. But then running them through kind of a feasibility government, starting with you have the executive support for that is a technology technologically feasible, managerially feasible, ethically feasible and so forth. So we kind of run them through that gauntlet next. >> One of my concerns is that chief data officer, the level of involvement that year he has in these digital initiatives again is digital initiative of Field of Dreams. Maybe it is. But everywhere you go the CEO is trying to get digital right, and it seems like the chief data officer is not necessarily front and center in those. Certainly a I projects, which are skunk works. But it's the chief digital officer that's driving it. So how how do you see in those roles playoff >> In the less panel that I've just spoken, very similar question was asked. And again, we're trying to figure out the hierarchy of where the CDO should live in an organization. Um, I find that the biggest place it fails typically is if it rolls up to a C I. O. Right. If you think the data is a technical issue, you're wrong, Right? Data is a business issue, Andi. I also think for any company to survive today, they have to have a digital presence. And so digital presence is so tightly coupled to data that I find the best success is when the chief date officer reports directly to the chief digital officer. Chief Digital officer has a vision for the user experience for the customer customers Ella to figure out. How do we get that customer engaged and that directly is dependent on insight. Right on analytics. You know, if the four of us were to open up, any application on our phone, even for the same product, would have four different experiences based on who we are, who are peers are what we bought in the past, that's all based on analytics. So the business application of the digital presence is tightly couple tow Analytics, which is driven by the chief state officer. >> That's the first time I've heard that. I think that's the right organizational structure. Did see did. JJ is going to be sort of the driver, right? The strategy. That's where the budget's gonna go and the chief date office is gonna have that supporting role that's vital. The enabler. Yeah, I think the chief data officer is a long term play. Well, we have a lot of cheap date officers. Still, 10 years from now, I think that >> data is not a fad. I think Data's just become more and more important. And will they ultimately leapfrog the chief digital officer and report to the CEO? Maybe someday, but for now, I think that's where they belong. >> You know what's company started managing their labor and workforce is as an actual asset, even though it's not a balance sheet. Asked for obvious reasons in the 19 sixties that gave rise to the chief human resource officer, which we still see today and his company start to recognize information as an asset, you need an executive leader to oversee and be responsible for that asset. >> Conceptually, it's always been data is an asset and a liability. And, you know, we've always thought about balancing terms. Your book sort of put forth a formula for actually formalizing. That's right. Do you think it's gonna happen our lifetime? What exactly clear on it, what you put forth in your book in terms of organizations actually valuing data specifically on the balance sheet. So that's >> an accounting question and one that you know that you leave to the accounting professionals. But there have been discussion papers published by the accounting standards bodies to discuss that issue. We're probably at least 10 years away, but I think respective weather data is that about what she'd asked or not. It's an imperative organizations to behave as if it is one >> that was your point it's probably not gonna happen, but you got a finger in terms that you can understand the value because it comes >> back to you can't manage what you don't measure and measuring the value of potential value or quality of your information. Or what day do you have your in a poor position to manage it like one. And if you're not manage like an asset, then you're really not probably able to leverage it like one. >> Give us a little commercial for I do want to say that I do >> think in our lifetime we will see it become an asset. There are lots of intangible assets that are on the books, intellectual property contracts. I think data that supports both of those things are equally is important. And they will they will see the light. >> Why are those five companies huge market cap winners, where they've surpassed all the evaluation >> of a business that the data that they have is considered right? So it should be part of >> the assets in the books. All right, we gotta wraps, But give us Give us the The Caserta Commercial. Well, concert is >> a consultancy that does essentially three things. We do data advisory work, which, which Doug is heading up. We do data architecture and strategy, and we also do just implementation of solutions. Everything from data engineering gate architecture and data science. >> Well, you made a good bet on data. Thanks for coming on, you guys. Great to see you again. Thank you. That's a wrap on day one, Paul. And I'll be back tomorrow for day two with the M I t cdo m I t cdo like you. Thanks for watching. We'll see them all.