>> Hi, This is Sanjay Putin CEO Of'em, Where you're watching the Cube. Hi, this is Sanjay Putin, C 00 ve. And where you're watching live coverage of William World 2019 on the Cube, the leader in global high tech coverage. Hi, this is Sanjay Poon, CEO Of'em, where you're watching live coverage of the VM World 2019 on the Cube, the leader in global high tech coverage. Hi, this is Sanjay Putin. CEO Of'em Were cube coverage of the emerald 2019 continues in a moment. Hi, this is Sanjay Putin, CEO Of'em, where Cube coverage of the emerald 2019 continues in a moment.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by the M Wear and its ecosystem partners. >> Hello, Welcome back, everyone to the Cubes Live coverage of the Emerald 2019. I'm John Career with Lycos Day, Volante Dave. 10 years covering the Q Weird Mosconi and 2010 boy Lots changed, but >> it's still the >> platform that Palmer Ritz laid out. But the stuff filling in 10 years later. >> Okay, you call that software mainframe and Robin came in so I can't call Mainframe Way >> Have leaders from PM Wears Largest business unit. The Cloud Platform Business Kid Colbert to CTO and Christmas R S v P and General Manager Guys, Thanks for coming on The key. Appreciate. >> Yeah, that's for having us. The >> world's your business units smoking hot. It's very popular, like you run around doing meetings. Cloud platform is the software model that's 10 years later actually happening at scale. Congratulations. What's the What's the big news? What's the big conversation for you guys? >> Yeah, the biggest news this week is the announcement of project specific, and, um, it's about taking the platform a Jess, um, hundreds of thousands of customers on it and bringing together communities were just now very popular with the developers and that black form together so that operators, on the one hand, can just deal with the platform they love. And the developers can deal with the kubernetes layer that they love. >> It's interesting to watch because, you know, the whole end user computing stack that was laid out 10 years ago is actually happening now, Assassin see, sass business models. We all see the and half of them is on the success of Cloud. But interesting to see kubernetes, which we've been following since the report started. Open stack days. You saw that emerging. Everyone kind of saw that. And it really became a nice layer. And the industry just create as a de facto. Yeah, you guys were actually driving that more forward. So congratulations on that. >> That's sitting it >> natively in V sphere is interesting because you guys spend a ton of time. This is a core product for you guys. So you're bringing something native into V sphere? I'm sure there's a lot of debates internally how to do that, kid. What's that? What is the relevance workers. You guys have a lot of efficiencies and be severe, but bring in kubernetes is gonna give you some new things. What, >> So the thinking is really you know, it's Christmas mentioning. How do we take this proven platform? Move it forward. Customers have moved millions of work clothes on top of the sphere, operate them in production, the Prussian great capabilities, and so they'd be able to be very successful in that. And so the question is, how do we help them move forward in the kubernetes? You know, you mentioned Crew readies is still fairly young, the ecosystem around. It's still somewhat immature, still growing right, and it's a very different environment than what folks are used to who used the sphere. So there's a big challenge that customers have around managing multiple environments. All the training that's different, all the tools that are different so we can actually take their investments. They've already made into V sphere leverage and extend those into the kubernetes world that's really powerful. We'll help our customers take all these millions of workloads and move them forward. It's >> interesting because we were always speculating about being where I started Jerry Chan when he was on yesterday. He's been of'em where since early days, you know, but looking at VM where when they went to their you guys went back to your core When we be cloud air kind of win its way and then you deal them is on since the stock price has been going great, So great chair older takeover value there. But you got clarity around what cloud was. And as you look at the operator target audience, you guys have the operators and the devil and ops is critical. So you guys have been operating a lot of work, Liz and I think this is fascinating. So the role of containers is super relevant because you got V EMS and containers. So again, the debate continues. >> Well, I think >> Tainer is wrong. Where Bond, It's interesting conversation because kubernetes is orchestrating all that >> while the snarky treat tweet Oh day and you guys feel free to come. It was Oh, I thought we started launch pivotal. So we didn't have to run containers on virtual machines. Yeah, we know that people run containers on bare metal. They run containers and virtual machines, but >> yeah, It's a debate that that we hear pop up on the on the snarky Twitter feeds and so forth. We'll talk to customers about it. You know, this whole VM versus container debate, I think, really misses the point because it's not really about that. What it's about is how do I actually operate? These were close in production, right? This kind of this three pillows we talk about build, run, manage. Custer's want to accelerate that They won't do that with enterprise, great capabilities with security. And so that's where it really gets challenging. And I think you know, we've built this amazing ecosystem around desire to achieve that. And so that's what we're taking forward here. And, yes, the fact that we're using fertilization of the covers, that's an implementation detail. Almost. What's more, valuables? All the stuff above that the manageability, the operational capabilities. That's a real problem. It seems to >> me, to the business impact because, okay, people going to go to the cloud, they're gonna build cloud native acts. But you've got all these incumbent companies trying not to get disrupted to trying to find new opportunities, playing offense and defense at the same time, they need tooling to be able to do that. They don't want to take their e r p ap and stick it in the cloud, right? They want to modernize it. And you know you're not gonna build that overnight in the cloud anyway, so they need help. >> That's the the key move that we made here. If you if you think about it, customers don't have kubernetes experts right today and most of them in their journey to the mortar naps. They're saying, Hey, we need to set up two stacks. At least we are if we immerse stack that we love. And now communities are developers laws. So we have to stand up and they don't have any in house experts to do that right? And with this one move, we have actually collapsed it back to one stack. >> Yeah, I think it's a brilliant move. Actually, it's brilliant because the Dev ops ethos has proven everyone wants to be there, all right. And the question is, who's leading? Who is lagging? So ops has traditionally lagged. If you look at it from the developer standpoint, you guys have not been lagging on the we certainly have tons of'em virtualization been standardized. Its unifying. Yeah, the two worlds together, and it really as we've been calling it cloud two point. Oh, because if you look at what hybrid really is, it's cloud two point. Oh, yeah. Cloud one data was Dev Ops Storage and compute Amazon. You're born in the cloud. We we have no I t department 50 people. Why would we ever and developers are the operators? Yeah, so we shall. Enterprise scale. It's not that easy. So I love to get your thoughts on how you guys would frame the cloud two point. Oh, Visa vi. If cloud one does storage and compute and Amazon like scale, what is cloud to point out to you? >> Yeah, well, I think so. Let's talk about the cloud journey. I think that's what you're getting at here. So here's how it discuss it with customers. You are where you are today. You have your existing apse. A lot of them are monolithic. You're slow to update. Um, you know, so forthright. And then you have some of the cloud NATO nirvana over here. We're like everything's re architected. It's Micro Service's got all these containers off, so >> it doesn't run my business >> well, yeah, well, that's what I want to get to. I think the challenge, the challenge is it's a huge amount of effort to get there, right, All the training we're talking about, all the tooling and the all the changes there, and people tend to look at. This is a very binary thing, right that you're there. Here where you are, you're in the club, New Nirvana. People don't often talk about what's in the middle and the fact that it's a spectrum. And I think what we used to get a V M, where is like, let's meet customers where they are, You know, I think one of the big realizations we had, it's not. Everyone needs to get every single application on this far side over here. Some halfs, your pieces, whatever you know, it's fine to get them a little bit of the way there, and so one of the things that we saw with the M A coordinated us, for example, was that people there was a pent up demand to move to the public cloud. But it was challenging because to go from a visa environment on Prem to an eight of US native environment to change a bunch of things that tooling changes like the environment a little bit different, but with a mark, our native us, there's no modifications at all. You just little evey motion it. And some people have you motioning things like insanely fast now, without modifying the half you can't get you know something you have to suddenly better scalable. But you get other cloud benefits. You get things like, Oh, my infrastructure is dynamic. I can add host dynamically only pay for what I need. Aiken consume this as a service. And so we help moving. We have to move there. There were clothes a little bit in the middle of the spectrum there, and I think what we're doing with Project Pacific and could realise is the same thing. They start taking advantage of these great kubernetes capabilities for their existing APs without modification. So again, kind of moving them further in that middle spectrum and then, you know, for the absolute really make a difference to their business. They can put in the effort to get all the way over there, >> and we saw that some of the evidence of some challenges of that shiny new trend within the dupe ecosystem. Big data objects to army. Who doesn't love that concept, right? Yeah, map produced. But what happened was is that the infrastructure costs on the personnel human capital cost was so massive that and then cloud cloud came along and >> just go out. There is also the other point about just just just a bespoke tooling that >> technology, right, Then the disruptions to create, you know to that, then the investments that it takes. Two >> you had a skill and you had a skills gap in terms of people have been. So that brings us back to So how do you address that problem? Because most of the audience out here, not developers. Yeah. Yeah. Total has the developers connection. So >> this is one of the really cool things about Pacific that what we've done with Pacific when you look at it from an I T. Operations, one of you that person sees v sphere the tool they already know and use understand it. Well, when a developer looks at it, they see kubernetes. And so this is two different viewpoints. Got like, you know, the blind men around the elephant. But, um but the thing is is actually a singular thing in the back end, right? You know, they have these two different views. And so the cool thing about us, we can actually bring items and developers together that they can use their own language tools process. But there's a common thing that they're talking about. They have common visibility into that, and that's super, super powerful. And when you look at, it also is happening on the kubernetes side is fully visible in the V's here side. So all these tools that already work against the sphere suddenly light up and support kubernetes automatically. So again, without any work, we suddenly get so much more benefit. >> And the category Buster's, they're going on to that. You're changing your taking software approach that your guys No, you're taking it to the software developer world. It's kind of changing the game. One of things. I want to get your thoughts on Cloud to point out because, you know, if computing storage was cloud one dato, we're seeing networking and security and data becoming critical ingredients that are problems statement areas people are working on. Certainly networking you guys are in that. So as cloud chip one is gonna take into the fact that messy middle between, you know, I'm on here and then I want the Nirvana, as always, the origination story and the outcomes and stories. Always great. But the missing messy middle. As you were pointing out, it's hard. How do you guys? >> And if you look at the moves that we made in the Do You know about the big fusion acquisition that remained right, which happened, like a month ago, and it was about preparing the platform, our foray I animal or clothes? So really, what we're trying to do is really make sure that the history of platform is ready for the modern applications, right? I am along one side communities applications, you know, service oriented applications. All of them can land on the same platform and more and more. Whether it's the I am l or other application, they're being written on top of communities that structures code. Yeah, nothing like Jenna's well, so enable incriminating will help us land all the modern applications on top of the same platform that our customers are used to. So it's a huge kind of a inflection point in the industry from my >> wealthy earlier point, every CEO I talked to said, I want to get from point A to point B and I wanna spend a billion dollars to get there. I don't wanna have to hire some systems integrator and outsource to get any there. Show me how I get without, you know, destroying my >> business. How did we meet the customers where they're at, right? Like what? The problem with this, the kind of either or model you're here you're there is that there's a huge opportunity costs. And again, Well, if you will just need a little bit of goodness, they don't need the full crazy nirvana Goodness right? And so we enable them to get that very easily in automated way, right? If you'd just been any time re factoring or thinking through this app that takes months or even a year or more, and so you know that this the speed that we can unleash her The velocity for these customers is >> the benefit of that. Nirvana is always taken out of context because people look at the outcome over over generations and saying, Well, I want to be there but it all starts with a very variable basis in shadow. I used to call it, but don't go in the cloud and do something really small, simple. And then why? This is much more official. I like this stack or this approach. That's ultimately how it gets there. So I got to get I got to get that point for infrastructures code because this is what you're enabling. Envies, fearful when I see I want to get your reaction. This because the world used to be. And I ask Elsa on this years ago, and he kind of validated it. But because he's old school, Intel infrastructure dictated to the applications what it could do based on what it could do. Now it's flipped upside down with cloud platform platform and implies enabling something enabling platform. Whatever you call the APs are dictating for the infrastructure. I need this. That's infrastructure is code. That's kind of what you're saying is that >> I mean, look kubernetes broader pattern time. It said, Hey, I can declare what I want, right, and then the system will take care of it and made in that state. I decided state execution is what it brought to the table, and the container based abs, um, have already been working that way. What this announcement does with Project Pacific is that the BM applications that our customers built in the past they are going to be able to take advantage of the same pattern, just the infrastructure escort declarative and decide state execution That that's going to happen even for the old workload, said our customer service >> and they still do viens. I mean, they're scaled 1000 the way >> they operate the same pattern. I >> mean, Paul Morris doesn't get enough credit for the comedy made in 2010. He called it the hardened top. Do you really care what's underneath if it's working effectively? >> Well, I mean, I think you know the reality today is that even though containers that get all get a lot of coverage and attention, most were close to being provisioned. New workloads even are being provisioning v EMS, right? If you look at AWS, the public clouds, I mean, is the E c to our ah go compute engine. Those service's those VM so once they're getting heavily used. And so the way we look at it, if we want to support everything. And it's just going to give customers a bunch of tools in their tool box. And let's put on used the right tool for the right job. Right? That's what the mentality >> that's really clouds. You know, Chris, I want to get your you know, I want to nail you down on the definition of two point. Uh, what is your version? Come on. We keep dodging around, get it out. Come on. >> I think we touched on all aspects of it. Which one is the interesting, less court allowing the consumer of the cloud to be able to dictate the environment in which the applications will operate and the consumer is defining it or the developers to defining it. In this case, that, to me, is the biggest shift that we have gone through in the Colorado. Yeah, and we're just making our platform come to life to support >> that. We're taking the cube serving. We'll put all together, and we want the community to define it, not us. What does it explain? The honest what it means to be a project and has a project Get into it. An offering? >> I mean, so Project Pacific is vey sphere, right? I mean, this is a massive, rethinking re architecture of Easter. Like pretty much every major subsystem component within Visa has been updated with this effort. Um, what we're doing here is what we've technically announced is actually what we call a technical preview. So saying, Hey, this is technology we're working on. We think it's really interesting We want to share with the public, get the public's feedback, you know, figure out a way on the right direction or not. We're not making any commitment, releasing it or any time frames yet. Um, but so part of that needed a name, right? And so because it is easier, but it's a specific thing. We're doing the feast here, so that's where the project comes from. I think it also gives that, you know, this thing has been a huge effort internally, right? There's a lot of work that's gone into it. So you know, it has some heft and deserves a name Min itself. >> It's Dev Ops to pointed. Your reds bring in. You making your infrastructure truly enable program out from amble for perhaps a tsunami. >> The one thing I would say is we wouldn't announce it as a project if it was not coming soon. I mean, we still are in the process. Getting feedback will turn it on or not. But it it's not something that is way out. Then it's It is going to come. >> It's a clear direction. It's a statement of putting investment into his code and going on to course correct. Get some feedback at exactly. But it's pretty obvious you can go a lot of pain. Oh, yeah, isn't easy button for combat. He's >> easy on the >> future. I think it's a great move. Congratulations. We're big fans of kubernetes. So the guys last night having a little meeting Marriott thinking up the next battle plans for game plan for you guys. So, yeah, I >> thought this is just the tip of the iceberg. We had a lot of really, really cool stuff we're doing. >> We're gonna be following the cloud platform. Your progress? Certainly. Recovering. Cloud two point. Oh, looking at these new categories that are emerging again. The end state is Dev Ops Program ability. Apple cases, the Cube coverage, 10th year covering VM world. We're in the lobby of Mosconi in San Francisco. I'm John Favorite Day Volonte. Thanks for watching

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Hey, welcome back here and live here in Mosconi North. The Emerald 2019 Cube Live coverage on Shopping Day Volante Jr Jr. Who's here? EVP general manager, Telco and Edge of Cloud for Vienna. Where Thanks for coming on. Thanks for having me. I know you're super busy. We don't have a lot of time. Get right to it. Um five g a big part of the key. No discussion that's gonna enable a whole bunch of Pakal the pregame show pre gaming not even talk about that. Also. Telco on the Edge Computing Big part Michael Dell said, Edges the future Now these air to emerging areas for you guys. What's the positioning? What's the update? >> No, absolutely. I mean, if you look a tw telecom infrastructure. For the longest time, telcos have played a role just as pure basic connectivity providers. And with five g coming on board, they finally have an opportunity to break out of that and redefine the cloud off the future. So for us the big opportunity around five g is not just the better provisioning off like Higher Man With Service is to consumer for voice and data buy the whole set off new enterprise service is that can be provided on top of this five g network. And in order to be able to do that, you really need to go in with a virtualized telco Cloud architecture. Underneath that, and so we are working with carriers globally now preparing them for five G with an architecture that's going to help them deploy. New service is faster for both their consumer as well as enterprise. >> Going to be the white knight at, so to speak. For these telcos because they've been struggling for years over the top and any kind of differentiates service is even in the network layer. Exactly. I've had tons of rack and stack machine, so they're after their well, well stacked up in terms of computer storage. Also connectivity to the edge. That's the back hall. So you have back haul, which is connectivity. Companies that have massive expertise in scale but fumbling in operational cloud natives that >> by not just that, but I also think that having the idea off on application platform that allows them to go and deploy service is faster and then decide whether they're just going to play at the network connectivity level or at the application tear or a full SAS tear. These are all options that are open to them now with this notion off. Telco five G coupled with an NFI and cloud telco cloud infrastructure. Underneath that and never before have they had this option to doing that. And this is now open to them >> and the cloud native is there greenfield for AP supporter having applications on top of it. Exact icing on the cake, right? >> Exactly, Exactly. And so they're all looking at core architectures and then, potentially, their radio architectures now all being opened up toe deploying new service is that are much faster to provisions and then extending that to EJ and >> five G's deploying. So we know it's out there. So it is pre game is Pat, Guzman said. You know, not even an inning Yet in the metaphor of baseball innings, I >> gotta ask you get my phone. That's not that's fake ill. I know it >> did that with four g to >> skeptic e stands for evolution, which is coming soon. >> That's vaporware for tell Coke language. The surface area is going to radically get bigger with this capability. Yeah, security's gonna be baked in. This is the number one concern for io ti. And more importantly, industrial I ot We've been reporting on silicon angle dot com. This is a national security issue because we're under cyber attacks. Town's getting locked out with ransomware critical infrastructure exposed. We're free country, and I want to be free. We don't lock down. So you have security built into this new promiscuous landscape that is called the coyote Edge. Because you wanna have no perimeter. You want the benefits of cloud. But one whole malware is in there. One take over physical device could cost lives. >> Yeah, there's a big concern. Yeah. What's your thoughts? Yeah, No. So I think there >> are two ways of looking at it. One is the way you looked at it in terms of the security perimeter expanding and then us making sure that we have the right level off infrastructure security baked in to enable this to be an easier, manageable security architecture. This is sort of the pitch you heard from Mia Mary, even in the context of our acquisition of carbon black and how we're thinking about baking security into the infrastructure, the other way of looking at this is if you think about some of the concerns around providers off telecom infrastructure today and how there might be or might not be security back doors. This is happening in today's hardware infrastructure. Okay, so in fact, I would argue that a sick software defined architecture, er, actually ends up providing you greater levels of security. Because what you now have is the option off running all of these network functions as secured as software workloads in a policy envelope that you can introspect. And then you can decide what kind of security you want to deploy on what kind of workload. >> That's an innovative approach. But it doesn't change much, really, from an infrastructure standpoint, does it? Or does it? >> No, it does, >> because now, instead of having a hardware box where you have to worry, I mean, if it's a close, hard red box and you don't quite know what is happening there, the question is, is that more secure than a infrastructure radio running the software that you can actually introspect. I would argue that the software defined approach is more secure than having a hardware box that you don't know. >> I would buy the premise that certainly we know that supply chain concerned. You know the speculation Super Micro, which never was proved. >> It doesn't matter who the vendor is or what the country is. It really is a concern in terms of not being able to introspect what has happened Going inside >> for my tea shop. I'm running VM where operating I want developers. So now you're going to tell Coz you revitalize their business model? They had a rule out appy. Now what did you see? That connecting is gonna be connective tissue between >> I'll think about it. I didn't feel goto a telco. We look at really three stakeholders in there. One is I t the second Is there be to be or enterprise facing business and then the 3rd 1 is their core and access network or the CTO. We're now have a value proposition of having a uniform architecture across all three stakeholders with the uniform ability to create applications and drop it on top of each of these infrastructures with the ability to manage and secure these again in a uniform way, not just that, but also make this work well with other cloud infrastructures private, hyper scale, public as well as EJ. >> That's table stakes. You have to do that. These jokers have to operate whatever >> well it is, But it's not. I mean, if you think about what the infrastructure off a tailcoat today is, it's far from that, because it's it's sort of a closed environment. You can't access anything from a telco environment in order to go build an application to it, and it does not resemble anything like any club >> you could enable Telco. Just I'm just kind of thinking connecting the dots here real time in the Cube. If I'm a telco, hell, I'll take that VM wear on a deli and see model. Make me a cloud and I'll sell Cloud Service is to markets that kind of >> it is. Actually it's a very important part of our business model because most telcos would not move their own infrastructure from a network standpoint onto a public cloud. But they are eagerly awaiting the ability to operate their own network as a cloud, and if they can have somebody manage that for them, then that is very much within the >> you're enabling. An increase in the number of cloud service provides potentially the paint on the makeup of the telco tier one tier two tier three size. Pretty much >> potentially. I mean, it's taking an existing operator and having them operate in a more agile way and potentially increasing anew form off a cloud service >> provided telcos wouldn't move into the public cloud because of they want to control. And the cost is that right or it's >> mostly control. It's not about cost. It's about taking What is your sort of coordinating for, ah, packet corps or for a radio network? Yeah, and there is also an angle around competition, I think telcos our what in about the Amazons of the world and the azure eyes of the world potentially becoming a service provided >> themselves. And that's what I wanted to ask you about the business impact of all this discussion you guys were having is, you know, the cost for bits coming down. The amount of data is increasing faster. You got over the top providers just, you know, picking off the telcos. Telcos can't compete their infrastructures of so hardened. Will this all change that? >> Absolutely So. I think that it has the potential to changing all that. I don't think all the telcos will take advantage of it. Some off them might end up being more traditional and sort of sticking to where they were. But for those that are willing to make the leap, I mean, as an example, Vodafone is a customer that has actually gone in with this architecture with us. A. T and T is working with us with the Vela Cloud software from via Mary bringing a new form off branch computer branch connectivity through SD man. So these are all examples of telcos that are actually leading the >> charter. But if they don't lean in, they have this vision there either. Well, it's either because they're protected by their local government or they're going to go out of business. No, I would >> agree. I mean, it's sort of silly from our standpoint to be talking about five G and not thinking about this as the architecture for five, right? I mean, if you only focus on radio waves and your wireless network that's like a part of the problem, but you really need to have the ability to deploy these agile service's. Otherwise, you could get killed by >> the O. T. T. So how do you compete against the competition? What's the business plan that you have? C. Five G? We see that in the horizon that's evolving its evolution, so to speak. Pun intended on edge is certainly very relevant for enterprises, whether it's manufacturing or industrial or just people. Yeah, >> I'd say there are two things. One is a CZ. I'm sure you heard from folks at GM, where our vision is this notion of any any anywhere. We've talked about any cloud at any application that any device. So that becomes one of the strongest different chaining factors in terms of what V Amir can bring. Tow any of our customers compared to the competition, right? Nobody can actually make it really across these dimensions. If you then take that architecture and use that to deploy a telco cloud, we're now making investments that are telco specific that allow the tailcoat than take this and make the most out of it. As an example, we're investing in open stack we're investing in container ization. We just bought a company called Johanna and Johanna essentially allows the operator to go and provide metrics from their radio access networks. Use at that to train a learning engine and then feed that back so that the operator can tune their network to get like fewer dropped calls in the region. So if you combined technology like that with this, any cloud infrastructure that we have underneath that that's the best in class deployment methodology for any. Tell Cho to deploy >> five. Your business model metrics for you internally is get Maur deployments. What stage of development five G certainly is in a certain stage, but you know, edges there. Where is the Progress bar? If you're the kind of oh, >> it's actually mold phenomenally. I mean, every time we have conversations like this, we're moving about further in terms off. How many carriers are deploying on via mare on a telco cloud Architecture? How many subscribers are basically being serviced by an architectural like this? And then how many network functions are being deployed? Two of'em air architecture. So we are over 100 carriers now we are over. We have about 800 million subscribers, or so that about globally are being serviced by a V M Air supported network. On then, we have essentially over 120 network functions that >> are operating on top of you. Usually bring in all the same stuff that's announced that the show that stuff's gonna fold into the operating platform or Joe Chuckles have different requirements. Off course. It's >> both. We take the best of what is there from the sort of overall vehement factory and then as a team. My team then builds other widgets on top that are telco specific. >> How big is your your tam up Terry for you? >> Well, so the best way to look at it as telcos globally spend about a trillion dollars in capital investment and then probably to X that in terms of their operating expenditure over the course off all of the things that they do right? And out of that, I would say probably a tent off that. So if you take about $100 billion opportunity, opens itself up toe infrastructure investment in terms off the kinds of things that we're talking about now, they're not gonna move from like 0 200 of course. So if you take some period of time, I would say good subset off that $100 billion opportunity is gonna open itself up >> to it. This kind of business cases, eliminating that two x factor, at least reducing it. Is that exactly? That's not just that Service is that's, >> ah, cost reduction alternative. But then you have the ability to go deploy. Service is faster, so it's really a combination off both sort of carrot and the stick, right? I mean, the character here is the ability to go monetize More new service is with five G faster. The stick is that if you don't do it, Ortiz will get there faster and your costs off. Deploying your simple service is will increase his >> telcos, in your opinion, have what they have to do to get the DNA chops to actually be able to compete with the over to top OT T providers and be more agile. I mean, it's obviously sort of new skills that they have to bring in a new talent. Yeah, >> well, first and foremost, they need toe get to a point where their infrastructure is agile and they get into a business model off knowing how to monetize that agile infrastructure. So, for example, they could offer network as a service on a consume as you go basis. They could offer a platform as a service on top off that network in order for or titties to go build applications so they can do Rev shares with the forties. Or they could have offer. Full service is where they could go in and say, We are the conferencing provider for videoconferencing for enterprises. I mean, these are all models that >> the great conversation love to do. Your Palo Alto? Yes. Have you in our studio want to do more of a deep dive? We love the serious, super provocative, and it's important Final question for you. Though Pat Sr here on the Cube, lay asked him, Look back in the past 10 years. Yeah, look back in the next 10 years. What waves should everyone be riding? He said three things that working security and kubernetes humans being number one actually promoting convinced everyone for the ride, for obvious reasons, clouded. I get that, but networking Yeah, that's your world. That's changing. Which which events do you go to where you meet your audience out there in the telco because networking is a telco fundamental thing. Sure moving packets around. This is a big thing, >> eh? So far, operator networking related stuff, I would say. I mean the biggest shows that for us would be Mobile World Congress as an example, right? It's where many operators are. But I would also say that when we do our own events like this is the ember. But the movie forums in in Asia packers an example. A lot of the telco conversations I find they are best done one on one before. Yeah, the forums are our forums, but we will goto have one on one conversations or small group conversations >> with our telco customers. Locals Shakaar Thanks for spending. You get a hard stop. Very busy. >> Thank you. Thanks for having me >> here, Sugar Yaar, Who's here inside the Cube bringing down five G, which is still pregame. A few winning something first thing is gonna come up soon, but edges super hot. A lot of telco customers be back with more live coverage of the emerald 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 VM Wear and its ecosystem partners. >> Welcome back, everyone. Live Cube Live coverage here in San Francisco, California in the Mosconi North lobby for V Emerald 2019 tapes our 10th year covering with some great guest, three days of wall to wall coverage that an amazing signorina Rob Salmon is the president CEO of Cohee City. Dave Solo, presidency of the Special Olympics Northern California. Thanks for coming on. Thanks to spend the time. Thanks for doing. Set the table. Why we hear what we're talking about. What's the purpose here? I know I wouldn't want to set it up more >> absolutely. I've been involved with Special Olympics for several years now. When former company Netapp Matt Thompson over Adobe called me and said, We got this high tech challenge. Dr. We've never sold it out. We want it. We want to get more companies involved when you help out, and the answer was absolutely and that led to David asking me to be on the board. So I've been involved with David, the team for an awful long time. KOHI City When I joined the company, some of the folks there knew of my involvement is that we'd like to start participating as well, which has led to what we're doing here. Of'em World >> David Talk about Special Olympics Quick mission for sure about the folks that might not given update for sure. >> John Yes, so Special Olympics enriches the lives of children, adults with intellectual disabilities. And so, in our footprint in Northern California, with serve over 23,000 athletes ages eight above and it's it's it's interesting. There's a lot of misconceptions people will say to me That's a great event that you do every four years And they referring the World Games, especially its world games, where athletes from all over the world get a common compete. But locally, through the state programs, hundreds of competitions happen a each and every year. And in Northern California we have, or 400 competitions per year in 14 different sports provides a wonderful ray of opportunities for athletes to demonstrate what what they can do when given the opportunity >> to do so. Talk about the community of aspect of it because I think What's interesting is what's on TV and what's in the mainstream press. It's more reach people that can be known for that. But it's deeper than as you point out. But >> talk about the >> community aspect. Got volunteers, people, individuals involved. Yeah, but the makeup of the network? No, it's an incredible network. >> I think we've really brought in an expanded our reach over the last 10 years. It used to be well known primarily for sports programming. So now we have inclusive education and health programs. We're able to bring together people with and without intellectual disabilities through those mediums. So if I'd resource is to schools an education and they run special Olympics programming during the school day. So educators wanna have us because we're improving school clamp campuses, reducing bowling, enhancing social emotional learning. And so the work that we're doing is so so critical with that community, then the area health. We have inclusive health. So now we got health and medical crypt, uh, professionals that are now providing health screenings for athletes. So some of the younger volunteers that we get that they're wanting to make a career in the medical field they're exposed to our population, right? And so they learn more about their specific health needs. So it's really about changing people's attitudes. And so this community of supporters volunteers, health professionals, education, Really. Our goal is to change people's attitudes fundamentally worldwide about people with intellectual disabilities and really kind of produce inclusive mindsets. We call it really promote understanding. >> If I may. I I really think what David and his team does and folks of sports Special Olympics around the world, they're dying. Changing attitudes are changing lives, lives of the athletes, lives of the people that work with the athletes, lives of the families. If you go to these events and there's something special, there are a lot of fun. And when you get involved and you see it, it definitely touches your heart and you realize we could be doing so much more. We could be doing so much more. >> I'm struck by you. Clearly, there's a passion thread here, and your background is really interesting to me because you're an accomplished student athlete, played football on and then you started a career in nonprofit right away, and now Rob, he was somebody would have hired right. It was like the perfect student athlete. You know, magna cum laude. I want this guy on my team. My hard driving says that How did you get into this? And described the background of that >> know for sure, sewn with nonprofit work. I kind of kind of started out. I was working for Boys and Girls Clubs of America, raising money to go to grad school, to be a history professor of all things. And so I got involved with the Boys and Girls Club with special Olympics. When the opportunity came, what was what was unique about it? It's really about how sports changes people's lives. Growing up, my father left me when I was 10 years old, and so was my coaches. They were the ones that really wasn't for them. I don't know that I would be here today, so they really took an active role in my life. So I've been very passion. I believe sports is a catalyst for social change, changed my life and provide an opportunity for me to be successful. And so that's what I want to help get back to our after. And it's also so. It's interesting is it's also proves that takes a village, you know, in these experiences changes lives. I think this is the big story, and it points to that. The sports is one element of other things. Health care. So you start getting connected in this is where the magic happens. This is the key. Yeah, some of the stories that wherever just phenomenal. I think society focuses on what our athletes can't do and dwells on the disability. We don't do that. So what? We're passionate about showcasing what they can do and having our volunteer, you know, certified train coaches work with our athletes to really help them get to the next level so they could be successful not only on the field, but off the field. So I mean, I got to get involved. Talk about the virtual. You're in Northern California. That's your territory, your area. But people, how they get involved, they wanna be share some no points of touch. Yeah, for sure. So a couple key points to touch would be number one. We have over 20,000 volunteers in our footprints, so we have a tremendous need for volunteers both globally and here locally, with Special Olympics, Northern California number two is from a donor standpoint. So everything that we do for athletes is completely free. And we're able to do that because the support of our community partners, our corporate partners like, Oh, he city, you know, individual supporters foundations were able to do that because of themselves. You know, either someone could go to the global website Special Olympics dot order come to W w dot s, O N C dot or for Northern California. We're always looking for volunteers, donor's community supporters, and we're also looking for board members, particularly from the tech sector. Senior executives in the tech sector. Justin, you stay channel lies for the people involved that also includes the people who volunteered. I'm sure people that want to make a difference whether you're thinking of senior approach, rather urine or your employees who want to give back so tell about the lives changing impact there because this is a corporate angle here that's not doesn't it's not for profit thing. It's a four good thing. >> Oh, this is for a good thing, and the thing I did to that is, and we touched briefly on Boys and Girls Clubs of America. These are all great organizations. I know Patton is key note. This morning, touched on giving back. This is an opportunity. Well, we're all blessed. We should give back. But the whole notion of getting more involved in touching lives I'll start with my two boys. They went to summer games and U C Davis three or four years ago. Now both of her good runners and they had some other kids on the high school team go with them. They were incredibly impressed. They had a lot of fun. A little banter with the athletes. Newsome, Bath, please. Out there there, Let's talk your heart. The gun goes off for the start, and they're already you get the arms up, curing away, and there's others incredibly talented athletes as well. It's so it just opened your eyes of what is possible. You're the one thing I touch on Is self esteem matters for every one of us, whether you have a disability or not, whether you're young or my age, it matters for someone to tell you that you are good. You are really worthy. Your hard work is paying off. You see these athletes when they finish the race or accomplished something that couldn't be more proud going to these events it will want. You will want to get involved. That's what typically happens. >> It sounds like you do coverages gonna be making its way to these events. Actually, wait, are fully got this part in the NHL MLB, NFL Masters golf tournaments. We have to get a pro circuit going on here way. Wonderful. Yeah. Hey, this is a really great cause. Any final thoughts again, back for people who want to get involved in the North California group. What? What can you offer people? No, I think we offer people a tangible way, especially when we think of the tech sector. And we think of the, you know, the employees and the millennials and hands on way for people to come out to our regional competitions and actually engage with our athletes and volunteer and be hands on and actually see where your money goes. You know, see, see that it's something tangible and you're helping provide that venue for athletes to be successful. One of things I didn't mention that we're really proud of. So we have a way of athletes are college students. We have athletes that are full time employees. Married couples, >> Um, >> and then we have a published poet. But last couple months we have an athlete that passed the bar exam who is now going to be a practicing attorney on. So that's really shows that you know, one of the things that you guys are hitting on here, Rob, I know you guys do a lot with your company. You guys even donating one of your tech sessions for a survey that John Troyer's team did around. Check burnout. People get it and even my kids to go to the high school In a lot of high schools like this now, where people get stressed out of the weirdest things, >> This is the kind >> of thing that getting involved in these community events like this really could help everybody. She allowed a little bit, Really. Take a load off, work with people, see the connection, see the impact. It's a burnout tactic option. It's also a way to relieve some stress. Feel >> good about it. >> The employees of Cohee City, when they came to me and said they want to get more evolved, they didn't do it because of me, they did it because they're excited about working with Special Olympics and they're beaming. Means some of the athletes 11 9 with a bunch of athletes going the baseball game tonight, Hamilton tomorrow night, their families as well. We couldn't be more excited, But I agree with you. You look at all the stresses in our lives, and I think this notion of what you do, who you do with how you give back is really, really important. I think that gives back piece, I think more of us allowing employees to do that, helping our children and school understand truly important the value. Um, is this absolutely >> You guys are making a great point because we've both been involved in youth sports all our lives, and it's kind of become twisted where you've got kids needs and parents needs and the parents trying to meet him in the middle, and that's not the way it should be. Your initiatives, I mean, it underscores what it's really all about. Self esteem, having fun, supporting your teammates and the broader community. >> But they stay well and compete and win two that they're in there. See some of those players. I mean, they're >> hard. I've seen some hard core competition, no doubt. But how well do they start? So >> eight years always started eight. And we have an athlete that's 81 that participates in watching. >> So okay, so appropriate. But the reason I miss it because, you know, having studied this allowed it. It's like 12 years old is the crossover point where people start to get crazy. And if you start before then, in other words Oh, this kid is nine. But he's not that good. Who could tell what a nine year old Michael Jordan got cut from his freshman basketball team? So it just goes to show you. So I think that that again, the values that you guys air promoting our worthy thanks >> me feel better about what we're doing. A cohesive it really does. Thank you for doing this. Being able to put two things I'm really passionate about together. Ah, this is pretty special for me. And I think my it around our founder and the rest of the company. And in David and team, they just do a fantastic job. I just wanna make sure we keep building on it. >> Congratulations. Great to get the word out. Congratulations. All your hard work. Awesome Cube coverage live in San Francisco. We back with more after this short break.