>> Announcer: Live from Vancouver, Canada. It's theCUBE covering OpenStack Summit North America 2018, brought to you by Red Hat, the OpenStack Foundation and its ecosystem partners. >> Welcome back, I'm Stu Miniman and my cohost John Troyer and you're watching theCUBE, the worldwide leader in tech coverage and this is exclusive coverage from OpenStack Summit 2018 in Vancouver. Usually this time of year it is a little bit overcast, but for the second time the OpenStack Summit has been here, the sun is shining. It has been gorgeous weather but we are in here really digging in and understanding it One of the people I have gotten to know through this community especially, is our wrap up guest today, Sean Michael Kerner, who is a senior editor with eWeek, amongst other bi-lines that you have. Pleasure to see you. >> Great, good seeing you too Stu. >> Alright, so we let you keep on the Toronto Bluejays hat >> Thank you, there we go. >> We have had quite a few Canadians on our program here. >> Well, seeing as how you're here in Canada, it's not all that surprising. >> It's lovely. They have you working on Victoria Day. >> Yeah, that's unfortunate but I will take Memorial Day off in a week, so it works out. >> Excellent. So Sean, for our audience that might not know you, give us a little bit about your background. You've been to umpteen of these shows. >> Sure. I have been with the same publication roughly, I guess 15-16 years at this point. I've been writing before there was cloud, core living and Opensource stuff, networking. And then through the magic of technology, I shifted a little bit to security, which is a core focus for me. I have been to every OpenStack Summit since the San Diego Summit, I guess, 2011. Somebody can correct me afterwards. I did miss the Sydney Summit for various reasons, but yeah, I've been to a bunch of these things, so interesting to see how things have shifted over the years from nothing to certain heights to where we are now. >> Alright, so bring us up to that, as to where we are now. Attendance is down a little bit. They haven't been talking a lot about it but quality I guess is here. Sessions, they've broadened down a bit of the scope. We have been digging into it, but want to get your take so far. >> Yeah, well it's like anything else, there are standard hype cycles, as it were and there's a trough of disillusionment. I wouldn't call this a trough of disillusionment, but when you get to a certain plateau, people just, there'sn't as much interest. In the early days, I remember the San Diego Summit I went to. They didn't schedule it properly. They didn't know how many people they were going to have, and they had to line up around the corner and stuff. That was six years ago, but that is when OpenStack was new. There was no such thing as the Foundation, and everyone was trying to figure out what was what. And, there was no clue at this point. Cloud is a well understood thing. There are competitive efforts or complimentary efforts, as the Foundation would probably like to put it; whether it's CNCF, there's the public cloud and it's different. There is, with all respect to the OpenStack Foundation and its member projects, there's not as much excitement. This in now a stable, mature ecosystem and because of that, I don't think there's as much of a draw. When something is brand new and shiny, you get more of a draw. If they would have put the name Blockchain somewhere, maybe, maybe they would have had a few more. They put Kubernetes in there, which is fine, but no machine learning or artificial intelligence quite yet, though that's a topic somewhere in there too. >> Yeah, John, you've been making a lot of comments this week talking about we've matured and the lower layer pieces just work a bit more. Give us your take about that. >> Sure. That's the way it seems. There wasn't a whole lot of talk about the release, news release, and all the different components, even the keynotes. But, the people we have talked to, both on the vendor and the customer side, they have working production OpenStack environments. They're very large. They require very few admins. They work. They're embedded in telecom and banking, et cetera. It's here and it's working. >> Yeah, that's so something that happened, maybe three cycles ago at this point, because they used to have the release the same time as the Summit and the Design Summit. It was together, so, there was essentially a celebration of the release. People would talk about the release and then they desegrigated that. I think that took a lot of steam out of the reason why you got developers to attend. So, when you don't have the Design Summit, there's this separate open endeavor, there's the forum, I don't quite understand how that works here now. There isn't as much momentum. Yeah, I agree with you. There has been very little talk about Queens. In each of the project update sessions I have been to, and I have been to a couple, there has always been a slight on Rocky, what's coming. I think we are on the second milestone of Rocky, at this point, so there's some development, but at this point it is incremental featurettes. There is no whiz bang. OK, we're going to have flying cars, you know send a Tesla to outer space kind of Earth shattering kind of news, literally, because that's not where it's at. It's just incremental tuck in features in stability and that kind of thing. >> Alright, you talk space and thinks like that and it brings to mind a certain attendee of the program that has actually been to outer space and maybe one of the more notable moments of the show so far. Give us your take on Mr. Shuttleworth. >> Well, I'm a big fan of Mr. Shuttleworth, top to bottom. Hey Mark. Big fan, always have been. He has his own opinion on things of course. Usually in a keynote you don't tend to take direct aim at competitors and he chose to do that. It made some people a little uncomfortable. I happened to be sitting in the front row, where I like to sit, and there was some Red Hat people, and there were some frantic emails going back and forth. And people were trying to see what was going on et cetera. I think, for me, a little bit of drama is okay. You guys go to more shows than I do, and sometimes you get these kind of sales kind of things. But in an open community, there's almost an unwritten rule, which perhaps will be written after this conference, that whether or not everybody is a business competitor or not, is that this is neutral territory as it were and everybody is kind of friendly. In the exhibit hall, you can say this and that, we are better, whatever, but on the stage you don't necessarily do that, so there was some drama there. Some of my peers wrote about that and I will be writing about it as well. It's a, I prefer to write about technology and not necessarily drama. Whether somebody is faster, better, stronger than others, you let the number prove them out. When we talk about Opensource, Opensource Innovation without Canonical, there probably wouldn't have been an OpenStack. All the initial OpenStack reference and limitations are on Canonical. They got a number of large public clouds, as does Red Hat. I think they both have their tactical merits and I'm sure on some respects Red Hat's better and on some respects Canonical is better, but him standing up there and beating on the competition was something that across the 13 summits I have been I have never seen before. One guy I talked to my first OpenStack Summit was in San Diego and the CTO of VMware at the time came up to, VMware was not an OpenStack contributor at the time, they were thinking about it, and he was fielding questions about how it was competitive or not and he was still complimentary. So there has always been that kind of thing. So, a little bit of an interesting shift, a little bit of drama, and gives this show something memorable, because you and I and others will be able to talk about this five years from now, et cetera. >> You talked about something you would write up. I mean part of your job is to take things back to the readers at eWeek. >> Yeah. >> What are the things, highlights you're going to be covering? >> The highlights for me, Stu and I talked about this at one point off the camera, this is not an OpenStack Summit necessarily, they're calling it Open Infrastructure. I almost thought that they would change, we almost thought that they would change the name of the entire organization to the Open Infrastructure Foundation. That whole shift, and I know the foundation has been talking about that since Sydney last year, that they're going to shift to that, but, that's the take away. The platform itself is not the only thing. Enabling the open infrastructure is nice. They're going to try and play well and where it fits within the whole stack. That gets very confusing because talking about collaboration is all fine and nice, but that is not necessarily news. That is how the hot dog is made and that's nice. But, people want to know what's in that dog and how it is going to work. I think it's a tougher show for me to cover than it has been in past years, because there has been less news. There's no new release. There was Kata 1.0 release and there was the Zuul project coming out on its own. Zuul project, they said it was 3.0, it was actually March was Zuul 3.03. Kata Container project, okay, interesting, we'll see how it goes. But a tougher project, tougher event for me to cover for that reason. Collaboration is all fine and nice. But, the CNCF CloudNativeCon KubeCon event two weeks ago, or three weeks ago, had a little bit more news and a lot it's same kind of issues come up here. So, long winded answer, tough to come up with lessons learned out of this, other than everyone wants to be friends, well some people want to be. And, collaboration is the way forward. But that is not necessarily a new message. >> When I think about Kubernetes, we are talking about the multi cloud world and that's still, the last few years, where it's been. Where does OpenStack really fit in that multi cloud world? One of the things I have been a little disappointed actually, is most of the time, when I'm having a conversation, it's almost the, yeah, there's public cloud, but we are going to claw things back and I need it for governments, and I need all of these other things. When I talk to customers, it is I'm going to choose what I put in my data center. I'm going to choose how I use probably multiple public cloud finders. It is not an anti-public cloud message, and it feels a little bit on the anti-public cloud mass. I want to work with what you're hearing when you >> talk to users? >> When I talk to users, vast majority of people, unless it's something, where there's regulatory issues or certain legacy issues or private cloud, public cloud period. The private cloud idea is gone or mostly gone. When I think about private clouds, it's really VmWare. We have virtualized instances that sitting there. >> What's OpenStack? >> OpenStack is fine, but how many are running OpenStack as a private cloud premise? >> Yeah, so what's OpenStack then? >> When I think of OpenStack, Oracles public cloud. Oracle is not here surprisingly. Oracle's public cloud, Larry Ellison, who I know you guys have spoken to more than once on theCUBE at various points on Oracle World and other things. Oracle's public cloud, they want to compete against AWS. That's all. OpenStack IBM cloud, all OpenStack. The various big providers out of China are OpenStack based. OEH is here. So that's where it fits in is that underlying infrastructure layer. Walmart uses it. Bestbuy, all these other places, Comcast, et cetera; ATT. But individual enterprises, not so much. I have a hard time finding individual enterprises that will tell me we are running our own private cloud as OpenStack. They will tell me they're running VmWare, they will tell me they're running REV or even some flavor of Citrix end server, but not a private cloud. They may have some kind of instances and they will burst out, but it's not, I don't think private cloud for mid tier enterprises ever took off the way some people thought five years ago. >> That's interesting. Let's go meta for a second. You talked about things you do and don't write about, you don't necessarily write the VC's are not here necessarily, but you don't write about necessarily financial stuff. >> Sometimes. There was actually at the Portland summit, I did a panel with press and analysts at the time and afterwards there might have been four different VC's that came up to me and asked me what I thought about different companies. They were looking at different things where they would invest. And I remember, we looked at the board and one VC who shall remain nameless, and I said you know what, we'll look at this board with all these companies and five years from now, three quarters of them will not be here. I think I was probably wrong because it is more than that. There are so many. I wrote a story, I don't remember the exact name of it, but I wrote a story not that long ago about OpenStack deadpool. There are so, multiple companies that raised funding that disappeared. In the networking space, there were things like Plumgrid, they mminorly acquired for assets by Vmware, if I'm not mistaken. There was Pivotal, Joshua McKenzie, one of the co-founders of OpenStack itself, got acquired by Cisco. But they would have collapsed perhaps otherwise. Nebula Computing is perhaps, it still shocks me. They raised whatever it was 50 odd million, someone will correct me afterward. Chris Kemp, CTO of NASA who helped start it. Gone. So, there has been tremendous consolidation. I think when VC's lose money, they lose interest really fast. The other thing you have to think about, from the VC side, they don't write too much on the financial. My good friend Fredrick, who didn't make it, Where are you, Fredrick, where are you? Does more on that funding side. But has there been a big exit for an OpenStack company? Not really, not really. And without that kind of thing, without that precedence it's a tough thing, especially for a market that is now eight years old, give or take. >> Even the exits that had a decent exit, you know that got bought into the say IBM's, Cisco's of the world, and when you look a couple of years later, there's not much left of those organizations. >> Yeah. It's also really hard. People really don't want to compete against, well, some people want to compete against AWS. But, if you're going to try to go toe to toe with them, it's a challenge. >> Okay, so what brings you back here every year? You're speaking at the show. You're talking to people. >> What brings me back here is regardless of the fact that momentum has probably shifted, it's not in that really hype stage, OpenStack's core infrastructure, literally, core infrastructure that runs important assets. Internet assets, whether it certain public cloud vendors, large Fortune 500 companies, or otherwise. So it's an important piece of the stack, whether it's in the hype cycle or not, so that brings me back, because it's important. It brings me back because I have a vested interest. I have written so much about it so I'm curious to see how it continues to evolve. Specifically, I'm speaking here on Thursday doing a panel on defending Cloud Counsel Security as a core competence, a core interest for me. With all these OpenStack assets out there, how they're defended or not is a critical interest. In the modern world, cyber attacks are a given. Everybody should assume they're always under a constant state of attack and how that security works is a core area of interest and why I will keep coming back. I will also keep coming back because I expect there to be another shift. I don't think we have heard the end of the OpenStack story yet. I think the shift towards open infrastructure will evolve a little bit and will come to an interesting conclusion. >> Alright, last thing is what's your favorite question you're asking at this show. Any final things you want to ask us as we wrap? >> Yeah, my favorite, well, I want to ask you guys, what the most interesting answer you got from all the great people you interviewed because I'm sure some of it was negative and you got mostly positive as well. >> Well, we aren't used to answering the questions Stu. >> I'm used to being on the other side here, right. >> Well, I do say we got a lot of stuff about some interesting and juicy cases, like I say, the practitioners I talked to were real. I was always impressed by how few administrators it takes to run a huge OpenStack based cloud once it's set up. I think that's something interesting to me. You asked some folks about a public cloud a lot. >> Yeah, so it has been interesting. For me, it's, we've reached that certain maturity level. I was looking at technology. What's kind of the watermark that this is going to come to? We had said years ago, I don't think you're going to have somebody selling a billion dollars worth of distribution on OpenStack. So, that story with how Kubernetes and Containers and everything fits in, OpenStack is part of the picture, and it might not be the most exciting thing, but then again, if you watch Linux as long as most of us have, Red Hat took a really long time to get a billion dollars and it was much more than just Linux that got them there. This still has the opportunity to be tooling inside the environment. We have talked to a number of users that use it. It's in there. It's not that the flagpole, we're an OpenStack company anymore because there really aren't many companies saying that that is the core of their mission, but that is still an important piece of the overall fabric of what we are covering. >> Exactly right. >> Alright, we on that note, Sean Michael Kerner, we really appreciate you joining us. Please support good technology journalism because it is people like him that help us understand the technology. I read his stuff all the time and always love chatting with him off the record and dragged him on here and Fredrick from Techron Show we are disappointed you could not join us, but we'll get you next time. For Jon Troyer, I'm Stu Miniman, be sure to join us for the third day tomorrow of three days of wall to wall live coverage here from OpenStack Summit 2018 in Vancouver. And once again, thank you for watching theCUBE. (upbeat music)

>> Live from Las Vegas, it's theCUBE! Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Hello everyone, welcome to theCUBE's live coverage here in Las Vegas for Dell Technologies World 2019. I'm John Furrier, Stu Miniman, Dave Vellante. Day two of three days of wall-to-wall coverage. We got two sets called theCube Cannon. We've got the Cannon of Content, interviews all day long, out at night at the analyst briefings, meet-ups, receptions, talking to all the executives at Dell Technologies VMware and across the industry. Stu, Dave, today is product announcements on the keynotes. Yesterday was the grand vision with Michael Dell and the big reveal on the Microsoft partnership with Satya Nadella's surprise visit onstage, unveiling new Azure-VMware integrations with Dell Technologies. Dell announced the Dell Cloud, which is a little bit of Virtustream, but they're trying to position this cloud, I guess it's a cloud if you want to call it a single cloud of glass. Dave, single pane in the glass with a variety of other things, unified workspace and some other things. This is Dell trying to be a supplier end-to-end. This is the pitch from Dell Technologies. We'll be talking to Michael Dell, also Pat Gelsinger, the CO of VMware. Dave, were you impressed, were you shocked, were you surprised with yesterday's big news and as the products start coming online here, what's your analysis? >> Well yesterday, John, was all about the big strategic vision, Michael Dell laying out check for good and then the linchpin of Dell strategy which of course is VMware for cloud, multicloud, hybrid cloud, kind of VMware everywhere. I was surprised that Satya Nadella flew down from Seattle and was here on stage in person. Didn't come in from the big screen. So I thought that was pretty impressive. You had the three power players up on stage. Today of course was all about the products. Both Dell and EMC have always been very practical in terms of their engineering. Stu, you used to work there. Their R&D is a lot of D. It's sort of incremental product improvements to keep the customers happy, to keep ahead of the competition, to keep the lifecycle going. They had like 10 announcements today. I can go through 'em real quick if you want, but they range from new laptops to talking about new branding on servers, new storage devices. You had PowerProtect which is their new rebranded backup and data protection and data manage portfolio, an area where Dell EMC has been behind. So lots of announcements. Another kind of mega launch tradition and again, a lot of incremental but important tactical improvements to the product line. >> Last year, what we heard from Jeff Clarke is they're looking to simplify that portfolio. Back in the EMC days, it was oh my gosh, look at the breadth of this. Every category, they had two or three offerings and you know, the stated goal is to simplify that and that means most categories are going to get one product. It's interesting. You talk about networking just got rebranded with that Power branding. I kind of said there there's marketing behind it. If you know what that product is because it's the Power brand and they put it out there. So you know, PowerMax, has been their tiered storage. They had a good update for Unity. It's Unity XT. Doesn't have a power name yet so maybe there's still some dry powder left in the product portfolio there, but they're making progress going through this 'cause these things don't happen overnight. It's great to spin up the clouds, but in the storage world, customers, they trust, they have the code, they test it out. So going to new generations, making that change, does take time but you've seen that progress. The tail end of that integration between Dell and EMC on the product side. >> Stu, what's your analysis of the products so far 'cause again like Dave said, it's a slew of announcements. What's resonating, what's popping out, what's boiling up to the surface? >> Yeah so look, the area that I spent so much time on, John, that hyper-converged infrastructure. If you look at a lot of the pieces underneath it all, it's VxRail. One of the things we've had a little bit of a challenge squinting through is oh wait, there's this managed service stack, it's VxRail underneath. Oh wait I've taken the appliance and I put VCF. Oh that's VxRail and then I've got this other, it's like I see three or four solutions and I'm like is it all just VxRail with like a VMware stack on top of it? But it's how do I package it, what applications live on it, how is it consumed, manage service, op ex, cap ex. So they've got that a little bit of complexity when VxRail itself is you know, dirt simple and really there so they're making progress on the cloud piece. Dell is the leader in hyper-converged. I'll point out, you don't hear anybody talking about Nutanix here, but Dell still has a partnership on the XC Core. They're going to sell a lot of Dell servers into Nutanix environment so I expect you'll still have the Nutanix show. John you're going to be at that next week. They're still going to talk about Dell. I'm sure you'll talk to Dheeraj. Yes they made a partnership with HP, but that does not kill the relationship with Nutanix just like Microsoft, heck. I'm going to see Satya Nadella on stage at Red Hat Summit next week and you're like oh well VMware and Red Hat. Red Hat's here. Red Hat's a Dell-ready partner. If you want to put open shift on top of their stack, they can do that so hardware and software, everybody's got their pieces, everybody's got their pieces, everybody competes a lot, but they partner across the board. IBM Global Services is here. There's so many companies here. Dell's a broad company, deep partnerships. The question I have is Pat Gelsinger was just on stage saying that this SDDC will be the building block for the future. I said kudos to them. They've got it on AWS, they've got it announced with Azure, we announced it with Google, but that is not necessarily the end state. VMware is a piece of the puzzle. I don't know if VMware will be the leader in multicloud management. vCenter was the leader in virtualization management so how much of that will there or do I get an Amazon and then start moving some stuff over? Do I get to Azure and start modernizing my environment so that I don't need to pay VMware and I don't need virtualization. VMware and Dell are going to containerize everything so in the future, are they containerware, you know? That's the competition kind of post-it note. They are VMware at their core. VMware is centra of the strategy and there's still some work to go, but they're making some good progress. >> I want to get your thoughts, guys, on the role VMware is playing here at the show. Normally they're here, usually they're here, but this year it seems to be much more smoother integration of talking points, messaging, product integrations. The show's got a good beat to it. Pretty packed, but the role of VMware, Dave, Stu, what's your reaction and thoughts? We've seen them dance all the time. Obviously VMware, Dave as you pointed out yesterday, a big part of the valuation of Dell Technologies, but what's your observation on the presence of VMware here at Dell Technologies World? >> I mean I've said many times that this company and I said this about EMC, it's kind of a boring company without VMware. You put VMware in the mix and all of a sudden, it becomes very strategic and very interesting from a lot of standpoints. Certainly from a financial standpoint. Remember, the Class V transaction that took Dell public was the result of an $11 billion dividend because of VMware. They took VMware's cash and they said okay, we're going to give nine billion to the shareholders. Without VMware, that wouldn't have happened. As well, the multicloud strategy, the underpinning of that multicloud strategy is VMWare. What strikes me, John and Stu, is that the cultural change. You had Dell, you had EMC. They said ah yeah the companies are compatible, but they're different companies. They maybe had shared kind of goals and values, but they had different cultures and really in a short timeframe, Michael Dell and his team have put these two companies together and they have aligned in a big way. I mean they are basically saying VMware and Dell, boom. That's how we're going to market and you know, Pat's coming on later today and I'm sure he'll say hey we love NetApp, we love HBE, we love IBM, but it's clear what the preferred partnership is. >> Dave, when the acquisition happened, there was talks of synergies and we were like oh where are they going to cut everything? If I look around here, they've got the seven logos of the primary companies. It's Dell, Dell EMC, Pivotal, RSA, Secureworks, Virtustream and VMware. They're one company. Michael Dell will go on calls for any of them. Friends of mine at Pivotal says you talk to Michael quite a bit. You know, he's out there. We talked about it yesterday. Dell and VMware are closer and tighter aligned than EMC and VMware ever were. Now on the one hand, EMC kept them separate because the growth of virtualization required that. Today in this cloud environment, it's a different world and it's matured so VMware, sure, there's still work on HP and IBM and all this other stuff, but Dell leads that move as you said, Dave. >> John, you're big on culture. This is a founder culture. What's your take on what Michael Dell has accomplished and how does it stand to compare with sort of other great cultural transformations that you've seen? >> Well I think HBE is a great example of a culture that split, was uncharged there. We know what happened there and I think they're hurting, they're losing talent and they're not winning in categories across the board like Dell is. I think Michael Dell, the founder-led approach that he's having 'cause he told us years ago, if you guys remember, here on the record, also privately that I'm going to take this off the table with EMC and I'm going to do all these things. We're going to execute. So he brought his execution mojo and ecos of Dell and become Dell Technologies, as Stu pointed out, a portfolio of multiple companies under one umbrella and he brought the execution discipline and this is a theme, Dave. Last night at the analysts reception, as I was talking to other analysts and talking to some of the execs, both from VMware and Dell Technologies, that the execution performance across the board both on product integration, which was a weak spot as you know, is getting better, the business performance discipline. We're going to have the CFO on here to talk more about it, they're executing. Howard Elias is going to be on this afternoon. He called this three years ago when he was talking about the integration that they saw synergies, they saw opportunities and they were going to unpack those. They stayed relentless on that. So I think this is a great example of keeping the founders around for all the VC-backed companies. You're thinking about getting rid of founders. Never let a founder leave a company. They bring the vision, they bring also some guts and grit and they bring a perspective and you can put great talent and team around that, that attract and retain great executives like Michael's done and he's poaching HPE, other companies and pulling talent in 'cause they're executing. They pay well, it's a great place to work according to the statistics. So again, this is all because of the founder and if the founder's not around, you have all the fiefdoms and the policists who kick in and then it becomes kind of sideways. So that's kind of what I see other companies that don't have founders around and HP lost their founders obviously and then the culture kind of went a little bit sideways. So they're trying to get back in the game, seeing them go back to their roots. We'll see how they do. We don't do that show anymore and again we don't have a lot of visibility into what HP's doing but we do know, Dave, that they do not have a lot of the pieces on the board that Dell does. So if you want to have an end-to-end operating model, and you're missing key value activities of an end-to-end value chain, that's going to be hard to automate, it's hard to be a performant, it's going to be hard to be successful. So I think Dell is showing the playbook of how to be horizontally scalable operationally and offer perspectives and data-driven specialism in any industry in any vertical. >> Yeah Dave, if I can just on the cultural piece 'cause it's really interesting. You talked about EMC, East Coast hard driving versus VMware, software, Silicon Valley company. While they're working together, a lot of it, you know, I talk to VMware people and they're like well it's great the Dell force is just selling our stuff. It's not like I'm having storage shoved down my throat or we have to have our arms twisted. It's the product portfolio that they're selling, the vSAN, NSX, the management software suite and those pieces, things like SD-WAN, there's some good synergies there. So the product portfolio is a nice fit that just jointly go out to market that they just really line up well together and Dell's a very different cultural beast than EMC was. >> Well again, staying on culture for a moment, when I discussed with some of the folks that I know out of Hopkinton the narrative early on was oh Dell's ruining EMC, tearing it apart and so forth. When you talk to people today, they say, you know what, it was painful. Dell came in and said okay, you're going to be accountable, really had an accountability culture, but now they've come out the other side, the narrative is it was the right thing to do. Jeff Clarke came in and sort of forced this alignment. There's like no question about it. People, this is a guy who you know, his calendar's set for the year. People know where he's going to be, what meeting he's going to have, what's expected and they're prepared and it seems to be taking hold. I mean if a $90 billion company that's growing at 14% in revenues, in profitable revenues, that's quite astounding when you think about it and I think it's a big result of the speed at which Dell has brought in its operating model to the broader EMC and transformed itself. It's quite amazing. >> Awesome show, guys. We've got clips out there on the #DellTechWorld on Twitter. We've got a lot of videos. We've got two sets here, three days of wall-to-wall coverage. Final word on this intro for day two, guys. Thoughts on the show? It's not a boring show. It's a lot of activities, a lot of things. They've got an Alienware eSports gaming studio which I think is totally badass. A lot of kind of cool things here. It's not the glitz and glam that we've seen in other EMC Worlds before or Dell Worlds, but it's meat and potatoes and it's got a spring to its step here. I feel it's not, it feels good. That's my takeaway. >> Well the big theme is hybrid cloud and multicloud. Jon Rowe as we were leaving the room today that we were early with that multicloud. Thanks for everybody else in the industry for hopping on board. The reality is the first time I heard the sort of hybrid cloud was called private cloud. Chuck Hollis wrote a blog back in the mid to late 2000s. Now I will make an observation in the customers that I talk to. Multicloud is not thus far, has not thus far has been a deliberate strategy. In my opinion, it's been the outcropping of multivendor, shadow IT, lines of business and I think the corner office is saying hold on, we need to reign this in, we need to have a better understanding of what our cloud strategy is, build a platform that is hybrid and sure, multicloud, to build our digital transformation. We need IT to basically help us build this out to make sure we comply with the corporate edicts and that's what's happening. It is early days. There's a long way to go. >> Yeah, as Dave, as you know, I sat right down the hallway from Chuck Hollis when he wrote that piece and I went and I called up Chuck and I was like hey Chuck, this sure sounds like my next generation virtual data center stuff that I joined the CTO office to work on and he's like yeah, yeah, new marketing branding and I wrote a piece, exactly what you said, Dave, on Wikibon.com, hybrid and multicloud were a bunch of pieces, you know. It's not a cohesive strategy. The management's not there. We're starting to see maturation. Some of the point products, you know, developed really fast. When we talk about VMware on AWS, that happened really fast. I heard if you stop by the VMware booth here at the show, they're showing outposts and I said is a diagram? No, no, I've got customers in production running this. I'm like hold on, I need to hear about this. Outpost in production? But that strategy as you said, hybrid and multicloud, we're starting to get there, starting to pull it together. David Foyer wrote a phenomenal piece about hybridcloud taxonomy. We've spent a lot of time on the research side. Really what does the industry need to do, how should customers think about all of the layers? You know, data and networking and all of these components to help make not just a bunch of pieces but actually drive innovation and help be better than the sum of its parts. >> Well ironic followup on that post, the Chuck Hollis post was around they called it the private cloud and it was all about homogeneity and now multicloud is everything but homogeneous. Outpost, however, is. Same hardware, same software, same control plane, same data plane so interesting juxtaposition. >> We'll see Amazon Outpost. Guys, go to SiliconAngle.com, Wikibon.com. Great hybridcloud, multicloud analysis coverage and news. And some of the headlines hitting the net here. Dell Technologies makes VMware linchpin of hybrid cloud, data center as a service, end user strategies from Zdnet. eWEEK, Dell makes major hybrid cloud push. Obviously great analysis, guys, right on the number. Day two, CUBE coverage here in Las Vegas. I'm John Furrier, Dave Vellante, Stu Miniman. We've got two sets. Rebecca Knight, Lisa Martin and more. Stay tuned for more coverage of day two after the short break. (upbeat music)

>> Narrator: Vancouver, Canada. It's theCUBE, covering OpenStack Summit North America, 2018. Brought to you by Red Hat, the OpenStack Foundation and its Ecosystem partners. (soft music) >> Hi, and you're watching SiliconANGLE Medias coverage of theCUBE, here at OpenStack Summit 2018 in beautiful Vancouver. I'm Stu Miniman with my co-host John Troyer. We've been here, this is now the third day of coverage, John. We've done a couple dozen interviews already. We've got one more day of coverage. We had some kind of perceptions coming in and I have some interesting differing viewpoints as to where we are for OpenStack the project, where this show itself is going. First of all John, give me your impressions overall. Vancouver, your first time here, city I fell in love with last time I came here, and let's get into the show itself, too. >> Sure, sure, I mean the show's a little bit smaller this year than it had been in past years. Some of that is because they pulled some of the technical stuff out last year, or a couple years ago. By being a little bit smaller, and being in a place like Vancouver, I get good energy off of the crowd. The folks we've talked to, the folks that have been going to sessions, have said they've been very good. The people here are practitioners. They are running OpenStack, or about to run OpenStack, or upgrading their OpenStack, or other adjacent technologies. They're real people doing real work. As we talk to folks and sponsors, the conversations have been productive. So, I'd say in general, this kind of a small venue and a beautiful city allows for a really productive community-oriented event, so that's been great. >> Alright, so John come on, on the analysis segment we're not allow to pull any punches. Attendance, absolutely is down. Three years ago when we were here it was around 5500. Mark Collier, on our opening segment, said there was about 2600. But two-year point, I've not talked to a single vendor or attendee here that was like, "Oh boy, nobody's here, "it's not goin' on." Yes, the Expo Hall is way smaller and people flowing through the Expo Hall isn't great all the time, but why is that? Because the people that are here, they're in sessions. They have 40 sessions about Edge Computing. Hot topic, we've talked a bunch about that. Interesting conversations. There is way more in Containers. Containers for more than three years, been a topic conversation. There's so many other sessions of people digging in. The line you've used a couple a time is the people here are people that have mortgages. In a good way, it means these are jobs, these are not them, "Oh, I heard about "this cool new thing, and I'm going to "go check out beautiful Vancouver." Now, yes, we've brought our spouses or significant others, and checking out the environment because yeah, this place is awesome, but there's good energy at the show. There's good technical conversation. Many of the people we've talked to, even if they're not the biggest OpenStack fans, they're like, "But our customers are using this in a lot of different ways." Let's talk about OpenStack. Where is it, where isn't it? What's your take from what you've heard from the customers and the vendors? >> Sure, I definitely think the conversation is warranted. As we came in, from outside the community there was a lot of conversation, even backchannel, like why are you going to OpenStack Summit? What's going on there, is it still alive? Which is kind of a perception of maybe it's an indication of where the marketing is on this project, or where it is on the hype cycle. In terms of where it is and where it isn't, it's built into everything. At this point OpenStack, the infrastructure management, open infrastructure management solution, seems to be mature. Seems to be inside every Telco, every cable company, every transportation company, every bank. People who need private resources and have the smarts and power to do that have leveraged OpenStack now. That seems stable. What was interesting here is, that that doesn't speak to the health overall, and the history of, or the future of the project itself, the foundation, the Summit, I think those are separate questions. You know, the infrastructure and projects seem good. Also here, like we've talked about, this show is not just about OpenStack now. It's about Containers, it's broadening the scope of these people informally known as infrastructure operators, to the application level as well. >> Yeah, if you want to hear a little bit more, some two great interviews we did yesterday. Sean Michael Kerner, who's a journalist. Been here for almost every single one of the OpenStack shows. He's at eWeek, had some really good discussion. He said private cloud, it doesn't exist. Now, he said what does he mean by that? There are companies that are building large scalable cloud with OpenStack but it's like if some of the big China Telecom, big China cloud companies. Oracle and IBM have lots of OpenStack, in what they do, and yes there are, as you mentioned, the telcos are a big used case. We had some Canonical customers talking about Edge as in a used case for a different type of scalability. Lots of nodes but not one massive infrastructure as a service piece. If I talk, kind of the typical enterprise, or definitely going the SNE piece of the market, this is not something that they go and use. They will use services that have OpenStack. It might be part of the ecosystem that they're playing, but people saying, "Oh, I had my VMware environment "and I want to go from virtualization "to private cloud" OpenStack is not usually the first choice, even though Red Hat has some customers that kind of fit into some of the larger sides of that, and we'll be talking to them more about that today. Randy Bias is the other one, take a look. Randy was one of the early, very central to a lot of stuff happening in the Foundation. He's in the networking space now, and he says even though he's not a cheerleader for OpenStack, he's like, "Why am I here? "That's where my customers are." >> Right, right. I mean, I do think it's interesting that public cloud is certainly mentioned. AWS, Google, et cetera, but it's not top of mind for a lot of these folks, and it's mentioned in very different ways depending on, kind of, the players. I think it's very different from last week at Red Hat Summit. Red Hat, with their story, and OpenShift on top of OpenStack, definitely talked public cloud for folks. Then they cross-cloud, hybrid-cloud. I think that was a much different conversation than I've been hearing this week. I think basically, kind of maybe, depends on the approach of the different players in the market, Stu. I know you've been talkin' to different folks about that. >> Yeah, absolutely. So like, Margaret Dawson at Red Hat helped us talk about how that hybrid-cloud works because here, I hate to say it's, some oh yeah, public cloud, that's too expensive. You're renting, it's always going to be more. It's like, well no, come on, let's understand. There's lot of applications that are there and customers, it's an and message for almost all of them. How does that fit together, I have some critiques as to how this goes together. You brought up another point though John, OpenStack Foundation is more than just OpenStack projects. So, Kata Containers, something that was announced last year, and we're talking about there's Edge, there's a new CI/CD tool, Zuul, which is now fully under the project. Yes, joke of the week, there is no OpenStack, there's only Zuul. There are actually, there's another open-source project named Zuul too, so boy, how many CI/CD tools are out there? We've got two different, unrelated, projects with the same name. John, you look at communities, you look at foundations, if this isn't the core knitting of OpenStack, what is their role vis-a-vis the cloud native and how do they compare to say, the big player in this space is Linux Foundation which includes CNCF. >> That's a good one. I mean, in some sense like all organic things, things are either growing or shrinking. Just growing or dying. On the other hand, in technology, nothing ever truly dies. I think the project seems mature and healthy and it's being used. The Foundation is global in scope and continues to run this. I do wonder about community identity and what it means to be an OpenStack member. It's very community-oriented, but what's at the nut of it here if we're really part of this cloud-native ecosystem. CNCF, you know, it's part of Linux Foundation, all these different foundations, but CNCF, on the other hand, is kind of a grab-bag of technology, so I'm not sure what it means to be a member of CNCF either. I think both of these foundations will continue to go forward with slightly different identities. I think for the community as a whole, the industry as a whole, they are talking and they better be talking, and it's good that they're talking now and working better together. >> Yeah, great discussion we had with Lisa-Marie Namphy who is an OpenStack Ambassador. She holds the meat up in Silicon Valley and when she positions it, it's about cloud-native and its about all these things. So like, Kubernetes is front and center whereas some of the OpenStack people are saying, "Oh no, no, we need to talk more about OpenStack." That's still the dynamic here was, "Oh, we go great together." Well, sometimes thou dost protest too much. Kubranetes doesn't need OpenStack, OpenStack absolutely must be able to play in this Container, cloud-native Kubranetes world. There's lots of other places we can learn about Kubranetes. It is an interesting dynamic that have been sorting out, but it is not a zero-sum game. There's absolutely lots, then we have, I actually was real impressed how many customers we got to speak with on the air this time. Nice with three days of programming, we had a little bit of flexibility, and not just people that were on the keynote stage. Not just people that have been coming for years, but a few of the interviews we had are relatively new. Not somebody that have been on since very early in the alphabet, now we're at queens. >> Right. >> Anything more from the customers or that Container, Kubranetes dynamic that you want to cover? >> Sure, well I mean just that, you know, Containers at least, Containers are everywhere here. So, I think that kind of question has been resolved in some sense. It was a little more contentious last year than this year. I'm actually more bullish on OpenStack as a utility project, after this week, than before. I think I can constantly look people in the eye and say that. The interesting thing for me though, coming from Silicon Valley, is you're so used to thinking about VCs and growth, and new startups, and where's the cutting edge that it's kind of hard to talk about this, maybe this open source business model where the customer basis is finite. It's not growing at 100% a year. Sometimes the press has a hard time covering that. Analysts have a hard time covering that. And if you wanted to give advice to somebody to get into OpenStack, I'm not sure who should if they're not in it already, there's definitely defined use cases, but I think maybe those people have already self-identified. >> Alright, so yeah, the last thing I wanted to mention is yeah. Big thank you to our sponsors to help get us here. The OpenStack Foundation, really supportive of us for years. Six years of us covering it. Our headline sponsor, Red Hat, had some great customers. Talked about this piece, and kind of we talk about it's practically Red Hat month on theCUBE for John with Red Hat Summit and OpenStack. Canonical, Contron, Nuage Networks, all helping us to be able to bring this content to you. Be sure to check out theCUBE.net for all the coverage in the past as well as where we'll be. Hit John Troyer, J. Troyer, on Twitter or myself, Stu, on Twitter if you ever have any questions, people we should be talking to, viewpoints, whether you agree or disagree with what we're talking about. Big thanks to all of our crew here. Thank you to the wonderful people of Vancouver for being so welcoming of this event and of all of us. Check out all the interviews. For John Troyer, I'm Stu Miniman. Thanks for watching theCUBE. (soft upbeat music)