(upbeat music) >> Hello and welcome back to theCUBE's coverage of Cloud Native SecurityCon North America 2023. Its first inaugural event. It's theCUBE's coverage. We were there at the first event for a KubeCon before CNCF kind of took it over. It was in Seattle. And so in Seattle this week is Cloud Native SecurityCon. Of course, theCUBE is there covering via our Palo Alto Studios and our experts around the world who are bringing in Bassam Tabbara who's the CEO and founder of upbound.io. That's the URL, but Upbound is the company. The creators of Crossplane. Really kind of looking at the Crossplane, across the abstraction layer, across clouds. A big part of, as we call supercloud trend. Bassam, great to see you. You've been legend in the open source community. Great to have you on. >> Thanks, John. Always good to be on theCUBE. >> I really wanted to bring you in 'cause I want to get your perspective. You've seen the movie, you've seen open source software grow, it continues to grow. Now you're starting to see the Linux Foundation, which has CNCF really expanding their realm. They got the CloudNativeCon, KubeCon, which is Kubernetes event. That's gotten so massive and so successful. We've been to every single one as you know. I've seen you there and all of them as well. So that's going great. Now they got this new event that's spins out dedicated to security. Everybody wants to know why the new event? What's the focus? Is it needed? What will they do? What's different from KubeCon? Where do I play? And so there's a little bit of a question mark in the ecosystem around this event. And so we've been reporting on it. Looking good so far. People are buzzing, again, they're keeping it small. So that kind of managing expectations like any good event would do. But I think it's been successful, which I wanted like to get your take on how you see it. Is this good? Are you indifferent? Are you excited by this? What's your take? >> I mean, look, it's super exciting to see all the momentum around cloud native. Obviously there are different dimensions of cloud native securities, an important piece. Networking, storage, compute, like all those things I think tie back together and in some ways you can look at this event as a focused event on the security aspect as it relates to cloud native. And there are lots of vendors in this space. There's lots of interesting projects in the space, but the unifying theme is that they come together and probably around the Kubernetes API and the momentum around cloud native and with Kubernetes at the center of it. >> On the focus on Kubernetes, it seems this event is kind of classic security where you want to have deep dives. Again, I call it the event operating system 'cause you decouple, make things highly cohesive, and you link them together. I don't see a problem with it. I kind of like this. I gave it good reviews if they stay focused because security is super critical. There was references to bind and DNS. There's a lot of things in the infrastructure plumbing that need to be looked at or managed or figured out or just refactored for modernization needs. And I know you've done a lot with storage, for instance, storage, networking, kernel. There's a lot of things in the old tech or tech in the cloud that needs to be kind, I won't say rebooted, but maybe reset or jump. Do you see it that way? Are there things that need to get done or is it just that there's so much complexity in the different cloud cluster code thing going on? >> It's obviously security is a very, very big space and there are so many different aspects of it that people you can go into. I think the thing that's interesting around the cloud native community is that there is a unifying theme. Like forget the word cloud native for a second, but the unifying theme is that people are building around what looks like a standardized play around Kubernetes and the Kubernetes API. And as a result you can recast a lot of the technologies that we are used to in the past in a traditional security sense. You can recast them on top of this new standardized approach or on Kubernetes, whether it's policy or protecting a supply chain or scanning, or like a lot of the access control authorization, et cetera. All of those things can be either revived to apply to this cloud native play and the Kubernetes play or creating new opportunities for companies to actually build new and interesting projects and companies around a standardized play. >> Do you think this also will help the KubeCon be more focused around the developer areas there and just touching on security versus figuring out how to take something so important in KubeCon, which the stakeholders in KubeCon have have grown so big, I can see security sucking a lot of oxygen out of the room there. So here you move it over, you keep it over here. Will anything change on the KubeCon site? We'll be there in in Amsterdam in April. What do you think the impact will be? Good? Is it good for the community? Just good swim lanes? What's your take? >> Yeah, I still think KubeCon will be an umbrella event for the whole cloud native community. I suspect that you'll see some of the same vendors and projects and everything else represented in KubeCon. The way I think about all the branched cloud native events are essentially a way to have a more focused discussion, get people together to talk about security topics or networking topics or things that are more focused way. But I don't think it changes the the effect of KubeCon being the umbrella around all of it. So I think you'll see the same presence and maybe larger presence going forward at Amsterdam. We're planning to be there obviously and I'm excited to be there and I think it'll be a big event and having a smaller event is not going to diminish the effect of KubeCon. >> And if you look at the developer community they've all been online for a long time, from IRC chat to now Slack and now new technologies and stuff like Discord out there. The event world has changed post-pandemic. So it makes sense. And we're seeing this with all vendors, by the way, and projects. The digital community angle is huge because if you have a big tent event like KubeCon you can make that a rallying moment in the industry and then have similar smaller events that are highly focused that build off that that are just connective tissue or subnets, if you will, or communities targeted for really deeper conversations. And they could be smaller events. They don't have to be monster events, but they're connected and traverse into the main event. This might be the event format for the future for all companies, whether it's AWS or a company that has a community where you create this network effect, if you will, around the people. >> That's right. And if you look at things like AWS re:Invent, et cetera, I mean, that's a massive events. And in some ways it, if it was a set of smaller sub events, maybe it actually will flourish more. I don't know, I'm not sure. >> They just killed the San Francisco event. >> That's right. >> But they have re:Inforce, all right, so they just established that their big events are re:Invent and re:Inforce as their big. >> Oh, I didn't hear about re:Inforce. That's news to me. >> re:Inforce is their third event. So they're doing something similar as CloudNativeCon, which is you have to have an event and then they're going to create a lot of sub events underneath. So I think they are trying to do that. Very interesting. >> Very interesting for sure. >> So let's talk about what you guys are up to. I know from your standpoint, you had a lot of security conversations. How is Crossplane doing? Obviously, you saw our Supercloud coverage. You guys fit right into that model where clients, customers, enterprises are going to want to have multiple cloud operating environments for whatever the use case, whether you're using ChatGPT, you got to get an Azure instance up and running for that. Now with APIs, we're hearing a lot of developers doing that. So you're going to start to see this cross cloud as VMware calls, what we call it supercloud. There's more need for Crossplane like thinking. What's the update? >> For sure, and we see this very clearly as well. So the fact that there is a standardization layer, there is a layer that lets you converge the different vendors that you have, the different clouds that you have, the different hype models that you have, whether it's hybrid or private, public, et cetera. The unifying theme is that you're literally bringing all those things under one control plane that enables you to actually centralize and standardize on security, access control, helps you standardize on cost control, quota policy, as well as create a self-service experience for your developers. And so from a security standpoint, the beauty of this is like, you could use really popular projects like open policy agent or Kyverno or others if you want to do policy and do so uniformly across your entire stack, your entire footprint of tooling, vendors, services and across deployment models. Those things are possible because you're standardizing and consolidating on a control plane on top of all. And that's the thing that gets our customers excited. That we're seeing in the community that they could actually now normalize standardize on small number of projects and tools to manage everything. >> We were talking about that in our summary of the keynote yesterday. Dave Vellante and I were talking about the idea of clients want to have a redo of their security. They've been, just the tooling has been building up. They got zero trust in place, maybe with some big vendor, but now got the cloud native opportunity to refactor and reset and reinvent their security paradigm. And so that's the positive thing we're hearing. Now we're seeing enterprises want this cross cloud capabilities or Crossplane like thinking that you guys are talking about. What are your customers telling you? Can you share from an enterprise perspective where they're at in this journey? Because part of the security problems that we've been reporting on has been because clients are moving from IT to cloud native and not everyone's moved over yet. So they're highly vulnerable to ransomware and all kinds of other crap. So another attacks, so they're wide open, But people who are moving into cloud native, are they stepping up their game on this Crossplane opportunity? Where are they at? Can you share data on that? >> Yeah, we're grateful to be talking to a lot of customers these days. And the interesting thing is even if you talked about large financial institutions, banks, et cetera, the common theme that we hear is that they bought tools for each of the different departments and however they're organized. Sometimes you see the folks that are running databases, networking, being separated from say, the computer app developers or they're all these different departments within an organization. And for each one of those, they've made localized decisions for tooling and services that they bought. What we're seeing now consistently is that they're all together, getting together, and trying to figure out how to standardize on a smaller one set of tooling and services that goes across all the different departments and all different aspects of the business that they're running. And this is where this discussion gets a lot very interesting. If instead of buying a different policy tool for each department, or once that fits it you could actually standardize on policy or the entire footprint of services that they're managing. And you get that by standardizing on a control plane or standardizing on effectively one point of control for everything that they're doing. And that theme is like literally, it gets all our customers excited. This is why they're engaging in all of this. It's almost the holy grail. The thing that I've been trying to do for a long time. >> I know. >> And it's finally happening. >> I know you and I have talked about this many times, but I got to ask you the one thing that jumps into everybody's head when you hear control plane is lock-in. So how do you discuss that lock-in, perception from the reality of the situation? How do you unpack that for the customer? 'Cause they want choice at the end of the day. There's the preferred vendors for sure on the hyperscale side and app side and open source, but what's the lock-in? What does the lock-in conversation look like? Or do they even have that conversation? >> Yeah. To be honest, I mean, so their lock-in could be a two dimensions here. Most of our customers and people are using Crossplane or using app on product around it. Most of our do, concentrated in, say a one cloud vendor and have others. So I don't think this is necessarily about multicloud per se or being locked into one vendor. But they do manage many different services and they have legacy tooling and they have different systems that they bought at different stages and they want to bring them all together. And by bringing them all together that helps them make choices about consulting or even replacing some of them. But right now everything is siloed, everything is separate, both organizationally as well as the code bases or investments and tooling or contracts. Everything is just completely separated and it requires humans to put them together. And organizations actually try to gather around and put them together. I don't know if lock-in is the driving goal for this, but it is standardization consolidation. That's the driving initiative. >> And so unification and building is the big driver. They're building out >> Correct, and you can ask why are they doing that? What does standardization help with? It helps them to become more productive. They can move faster, they can innovate faster. Not as a ton of, like literally revenue written all over. So it's super important to them that they achieved this, increase their pace of innovation around this and they do that by standardizing. >> The great point in all this and your success at Upbound and now CNCF success with KubeCon + CloudNativeCon and now with the inaugural event of Cloud Native SecurityCon is that the customers are involved, a lot of end users are involved. There's a big driver not only from the industry and the developers and getting architecture right and having choice. The customers want this to happen. They're leaning in, they're part of it. So that's a big driver. Where does this go? If you had to throw a dart at the board five years from now Cloud Native SecurityCon, what does it look like if you had to predict the trajectory of this event and community? >> Yeah, I mean, look, I think the trajectory one is that we have what looks like a standardization layer emerging that is all encompassing. And as a result, there is a ton of opportunity for vendors, projects, communities to build around within on top of this layer. And essentially create, I think you talked about an operating system earlier and decentralized aspect of this, but it's an opportunity to actually, what it looks like for the first time we have a convergence happening industry-wide and through open source and open source foundations. And I think that means that there'll be new opportunity and lots of new projects and things that are created in the space. And it also means that if you don't attach this space, you'll likely be left out. >> Awesome. Bassam, great to have you on, great expert commentary, obviously multi CUBE alumni and supporter of theCUBE and as you become successful we really appreciate your support for helping us get the content out there. And best of luck to your team and thanks for weighing in on Cloud Native SecurityCon. >> Awesome. It's always good talking to you, John. Thank you. >> Great stuff. This is more CUBE coverage from Palo Alto, getting folks on the ground on location, getting us the stories in Seattle. Of course, Cloud Native SecurityCon, the inaugural event, which looks like will be the beginning of a series of multi-year journey for the CNCF, focusing on security. Of course, theCUBE's here to cover it, every angle of it, and extract the signal from the noise. I'm John Furrier, thanks for watching. (upbeat music)

(upbeat music) >> Hey, everyone. Welcome back to theCUBE's day one coverage of Cloud Native SecurityCon 2023. This has been a great conversation that we've been able to be a part of today. Lisa Martin with John Furrier and Dave Vellante. Dave and John, I want to get your take on the conversations that we had today, starting with the keynote that we were able to see. What are your thoughts? We talked a lot about technology. We also talked a lot about people and culture. John, starting with you, what's the story here with this inaugural event? >> Well, first of all, there's two major threads. One is the breakout of a new event from CloudNativeCon/KubeCon, which is a very successful community and events that they do international and in North America. And that's not stopping. So that's going to be continuing to go great. This event is a breakout with an extreme focus on security and all things security around that ecosystem. And with extensions into the Linux Foundation. We heard Brian Behlendorf was on there from the Linux Foundation. So he was involved in Hyperledger. So not just Cloud Native, all things containers, Kubernetes, all things Linux Foundation as an open source. So, little bit more of a focus. So I like that piece of it. The other big thread on this story is what Dave and Yves were talking about on our panel we had earlier, which was the business model of security is real and that is absolutely happening. It's impacting business today. So you got this, let's build as fast as possible, let's retool, let's replatform, refactor and then the reality of the business imperative. To me, those are the two big high-order bits that are going on and that's the reality of this current situation. >> Dave, what are your top takeaways from today's day one inaugural coverage? >> Yeah, I would add a third leg of the stool to what John said and that's what we were talking about several times today about the security is a do-over. The Pat Gelsinger quote, from what was that, John, 2011, 2012? And that's right around the time that the cloud was hitting this steep part of the S-curve and do-over really has meant in looking back, leveraging cloud native tooling, and cloud native technologies, which are different than traditional security approaches because it has to take into account the unique characteristics of the cloud whether that's dynamic resource allocation, unlimited resources, microservices, containers. And while that has helped solve some problems it also brings new challenges. All these cloud native tools, securing this decentralized infrastructure that people are dealing with and really trying to relearn the security culture. And that's kind of where we are today. >> I think the other thing too that I had Dave is that was we get other guests on with a diverse opinion around foundational models with AI and machine learning. You're going to see a lot more things come in to accelerate the scale and automation piece of it. It is one thing that CloudNativeCon and KubeCon has shown us what the growth of cloud computing is is that containers Kubernetes and these new services are powering scale. And scale you're going to need to have automation and machine learning and AI will be a big part of that. So you start to see the new formation of stacks emerging. So foundational stacks is the machine learning and data apps are coming out. It's going to start to see more apps coming. So I think there's going to be so many new applications and services are going to emerge, and if you don't get your act together on the infrastructure side those apps will not be fully baked. >> And obviously that's a huge risk. Sorry, Dave, go ahead. >> No, that's okay. So there has to be hardware somewhere. You can't get away with no hardware. But increasingly the security architecture like everything else is, is software-defined and makes it a lot more flexible. And to the extent that practitioners and organizations can consolidate this myriad of tools that they have, that means they're going to have less trouble learning new skills, they're going to be able to spend more time focused and become more proficient on the tooling that is being applied. And you're seeing the same thing on the vendor side. You're seeing some of these large vendors, Palo Alto, certainly CrowdStrike and fundamental to their strategy is to pick off more and more and more of these areas in security and begin to consolidate them. And right now, that's a big theme amongst organizations. We know from the survey data that consolidating redundant vendors is the number one cost saving priority today. Along with, at a distant second, optimizing cloud costs, but consolidating redundant vendors there's nowhere where that's more prominent than in security. >> Dave, talk a little bit about that, you mentioned the practitioners and obviously this event bottoms up focused on the practitioners. It seems like they're really in the driver's seat now. With this being the inaugural Cloud Native SecurityCon, first time it's been pulled out of an elevated out of KubeCon as a focus, do you think this is about time that the practitioners are in the driver's seat? >> Well, they're certainly, I mean, we hear about all the tech layoffs. You're not laying off your top security pros and if you are, they're getting picked up very quickly. So I think from that standpoint, anybody who has deep security expertise is in the driver's seat. The problem is that driver's seat is pretty hairy and you got to have the stomach for it. I mean, these are technical heroes, if you will, on the front lines, literally saving the world from criminals and nation-states. And so yes, I think Lisa they have been in the driver's seat for a while, but it it takes a unique person to drive at those speeds. >> I mean, the thing too is that the cloud native world that we are living in comes from cloud computing. And if you look at this, what is a practitioner? There's multiple stakeholders that are being impacted and are vulnerable in the security front at many levels. You have application developers, you got IT market, you got security, infrastructure, and network and whatever. So all that old to new is happening. So if you look at IT, that market is massive. That's still not transformed yet to cloud. So you have companies out there literally fully exposed to ransomware. IT teams that are having practices that are antiquated and outdated. So security patching, I mean the blocking and tackling of the old securities, it's hard to even support that old environment. So in this transition from IT to cloud is changing everything. And so practitioners are impacted from the devs and the ones that get there faster and adopt the ways to make their business better, whether you call it modern technology and architectures, will be alive and hopefully thriving. So that's the challenge. And I think this security focus hits at the heart of the reality of business because like I said, they're under threats. >> I wanted to pick up too on, I thought Brian Behlendorf, he did a forward looking what could become the next problem that we really haven't addressed. He talked about generative AI, automating spearphishing and he flat out said the (indistinct) is not fixed. And so identity access management, again, a lot of different toolings. There's Microsoft, there's Okta, there's dozens of companies with different identity platforms that practitioners have to deal with. And then what he called free riders. So these are folks that go into the repos. They're open source repos, and they find vulnerabilities that developers aren't hopping on quickly. It's like, you remember Patch Tuesday. We still have Patch Tuesday. That meant Hacker Wednesday. It's kind of the same theme there going into these repos and finding areas where the practitioners, the developers aren't responding quickly enough. They just don't necessarily have the resources. And then regulations, public policy being out of alignment with what's really needed, saying, "Oh, you can't ship that fix outside of Germany." Or I'm just making this up, but outside of this region because of a law. And you could be as a developer personally liable for it. So again, while these practitioners are in the driver's seat, it's a hairy place to be. >> Dave, we didn't get the word supercloud in much on this event, did we? >> Well, I'm glad you brought that up because I think security is the big single, biggest challenge for supercloud, securing the supercloud with all the diversity of tooling across clouds and I think you brought something up in the first supercloud, John. You said, "Look, ultimately the cloud, the hyperscalers have to lean in. They are going to be the enablers of supercloud. They already are from an infrastructure standpoint, but they can solve this problem by working together. And I think there needs to be more industry collaboration. >> And I think the point there is that with security the trend will be, in my opinion, you'll see security being reborn in the cloud, around zero trust as structure, and move from an on-premise paradigm to fully cloud native. And you're seeing that in the network side, Dave, where people are going to each cloud and building stacks inside the clouds, hyperscaler clouds that are completely compatible end-to-end with on-premises. Not trying to force the cloud to be working with on-prem. They're completely refactoring as cloud native first. And again, that's developer first, that's data first, that's security first. So to me that's the tell sign. To me is if when you see that, that's good. >> And Lisa, I think the cultural conversation that you've brought into these discussions is super important because I've said many times, bad user behavior is going to trump good security every time. So that idea that the entire organization is responsible for security. You hear that all the time. Well, what does that mean? It doesn't mean I have to be a security expert, it just means I have to be smart. How many people actually use a VPN? >> So I think one of the things that I'm seeing with the cultural change is face-to-face problem solving is one, having remote teams is another. The skillset is big. And I think the culture of having these teams, Dave mentioned something about intramural sports, having the best people on the teams, from putting captains on the jersey of security folks is going to happen. I think you're going to see a lot more of that going on because there's so many areas to work on. You're going to start to see security embedded in all processes. >> Well, it needs to be and that level of shared responsibility is not trivial. That's across the organization. But they're also begs the question of the people problem. People are one of the biggest challenges with respect to security. Everyone has to be on board with this. It has to be coming from the top down, but also the bottom up at the same time. It's challenging to coordinate. >> Well, the training thing I think is going to solve itself in good time. And I think in the fullness of time, if I had to predict, you're going to see managed services being a big driver on the front end, and then as companies realize where their IP will be you'll see those managed service either be a core competency of their business and then still leverage. So I'm a big believer in managed services. So you're seeing Kubernetes, for instance, a lot of managed services. You'll start to see more, get the ball going, get that rolling, then build. So Dave mentioned bottoms up, middle out, that's how transformation happens. So I think managed services will win from here, but ultimately the business model stuff is so critical. >> I'm glad you brought up managed services and I want to add to that managed security service providers, because I saw a stat last year, 50% of organizations in the US don't even have a security operations team. So managed security service providers MSSPs are going to fill the gap, especially for small and midsize companies and for those larger companies that just need to augment and compliment their existing staff. And so those practitioners that we've been talking about, those really hardcore pros, they're going to go into these companies, some large, the big four, all have them. Smaller companies like Arctic Wolf are going to, I think, really play a key role in this decade. >> I want to get your opinion Dave on what you're hoping to see from this event as we've talked about the first inaugural standalone big focus here on security as a standalone. Obviously, it's a huge challenge. What are you hoping for this event to get groundswell from the community? What are you hoping to hear and see as we wrap up day one and go into day two? >> I always say events like this they're about educating, aspiring to action. And so the practitioners that are at this event I think, I used to say they're the technical heroes. So we know there's going to be another Log4j or a another SolarWinds. It's coming. And my hope is that when that happens, it's not an if, it's a when, that the industry, these practitioners are able to respond in a way that's safe and fast and agile and they're able to keep us protected, number one and number two, that they can actually figure out what happened in the long tail of still trying to clean it up is compressed. That's my hope or maybe it's a dream. >> I think day two tomorrow you're going to hear more supply chain, security. You're going to start to see them focus on sessions that target areas if within the CNCF KubeCon + CloudNativeCon area that need support around containers, clusters, around Kubernetes cluster. You're going to start to see them laser focus on cleaning up the house, if you will, if you can call it cleaning up or fixing what needs to get fixed or solved what needs to get solved on the cloud native front. That's going to be urgent. And again, supply chain software as Dave mentioned, free riders too, just using open source. So I think you'll see open source continue to grow, but there'll be an emphasis on verification and certification. And Docker has done a great job with that. You've seen what they've done with their business model over hundreds of millions of dollars in revenue from a pivot. Catch a few years earlier because they verify. So I think we're going to be in this verification blue check mark of code era, of code and software. Super important bill of materials. They call SBOMs, software bill of materials. People want to know what's in their software and that's going to be, again, another opportunity for machine learning and other things. So I'm optimistic that this is going to be a good focus. >> Good. I like that. I think that's one of the things thematically that we've heard today is optimism about what this community can generate in terms of today's point. The next Log4j is coming. We know it's not if, it's when, and all organizations need to be ready to Dave's point to act quickly with agility to dial down and not become the next headline. Nobody wants to be that. Guys, it's been fun working with you on this day one event. Looking forward to day two. Lisa Martin for Dave Vellante and John Furrier. You're watching theCUBE's day one coverage of Cloud Native SecurityCon '23. We'll see you tomorrow. (upbeat music)

(gentle upbeat music) >> Welcome back everyone, to "theCUBE"'s live stage performance here in Palo Alto, California at "theCUBE" Studios. I'm John Furrier with Dave Vellante, kicking off our first inaugural Supercloud event. It's an editorial event, we wanted to bring together the best in the business, the smartest, the biggest, the up-and-coming startups, venture capitalists, everybody, to weigh in on this new Supercloud trend, this structural change in the cloud computing business. We're about to run the Ecosystem Speaks, which is a bunch of pre-recorded companies that wanted to get their voices on the record, so stay tuned for the rest of the day. We'll be replaying all that content and they're going to be having some really good commentary and hear what they have to say. I had a chance to interview and so did Dave. Dave, this is our closing segment where we kind of unpack everything or kind of digest and report. So much to kind of digest from the conversations today, a wide range of commentary from Supercloud operating system to developers who are in charge to maybe it's an ops problem or maybe Oracle's a Supercloud. I mean, that was debated. So so much discussion, lot to unpack. What was your favorite moments? >> Well, before I get to that, I think, I go back to something that happened at re:Invent last year. Nick Sturiale came up, Steve Mullaney from Aviatrix; we're going to hear from him shortly in the Ecosystem Speaks. Nick Sturiale's VC said "it's happening"! And what he was talking about is this ecosystem is exploding. They're building infrastructure or capabilities on top of the CapEx infrastructure. So, I think it is happening. I think we confirmed today that Supercloud is a thing. It's a very immature thing. And I think the other thing, John is that, it seems to me that the further you go up the stack, the weaker the business case gets for doing Supercloud. We heard from Marianna Tessel, it's like, "Eh, you know, we can- it was easier to just do it all on one cloud." This is a point that, Adrian Cockcroft just made on the panel and so I think that when you break out the pieces of the stack, I think very clearly the infrastructure layer, what we heard from Confluent and HashiCorp, and certainly VMware, there's a real problem there. There's a real need at the infrastructure layer and then even at the data layer, I think Benoit Dageville did a great job of- You know, I was peppering him with all my questions, which I basically was going through, the Supercloud definition and they ticked the box on pretty much every one of 'em as did, by the way Ali Ghodsi you know, the big difference there is the philosophy of Republicans and Democrats- got open versus closed, not to apply that to either one side, but you know what I mean! >> And the similarities are probably greater than differences. >> Berkely, I would probably put them on the- >> Yeah, we'll put them on the Democrat side we'll make Snowflake the Republicans. But so- but as we say there's a lot of similarities as well in terms of what their objectives are. So, I mean, I thought it was a great program and a really good start to, you know, an industry- You brought up the point about the industry consortium, asked Kit Colbert- >> Yep. >> If he thought that was something that was viable and what'd they say? That hyperscale should lead it? >> Yeah, they said hyperscale should lead it and there also should be an industry consortium to get the voices out there. And I think VMware is very humble in how they're putting out their white paper because I think they know that they can't do it all and that they do not have a great track record relative to cloud. And I think, but they have a great track record of loyal installed base ops people using VMware vSphere all the time. >> Yeah. >> So I think they need a catapult moment where they can catapult to the cloud native which they've been working on for years under Raghu and the team. So the question on VMware is in the light of Broadcom, okay, acquisition of VMware, this is an opportunity or it might not be an opportunity or it might be a spin-out or something, I just think VMware's got way too much engineering culture to be ignored, Dave. And I think- well, I'm going to watch this very closely because they can pull off some sort of rallying moment. I think they could. And then you hear the upstarts like Platform9, Rafay Systems and others they're all like, "Yes, we need to unify behind something. There needs to be some sort of standard". You know, we heard the argument of you know, more standards bodies type thing. So, it's interesting, maybe "theCUBE" could be that but we're going to certainly keep the conversation going. >> I thought one of the most memorable statements was Vittorio who said we- for VMware, we want our cake, we want to eat it too and we want to lose weight. So they have a lot of that aspirations there! (John laughs) >> And then I thought, Adrian Cockcroft said you know, the devs, they want to get married. They were marrying everybody, and then the ops team, they have to deal with the divorce. >> Yeah. >> And I thought that was poignant. It's like, they want consistency, they want standards, they got to be able to scale And Lori MacVittie, I'm not sure you agree with this, I'd have to think about it, but she was basically saying, all we've talked about is devs devs devs for the last 10 years, going forward we're going to be talking about ops. >> Yeah, and I think one of the things I learned from this day and looking back, and some kind of- I've been sauteing through all the interviews. If you zoom out, for me it was the epiphany of developers are still in charge. And I've said, you know, the developers are doing great, it's an ops security thing. Not sure I see that the way I was seeing before. I think what I learned was the refactoring pattern that's emerging, In Sik Rhee brought this up from Vertex Ventures with Marianna Tessel, it's a nuanced point but I think he's right on which is the pattern that's emerging is developers want ease-of-use tooling, they're driving the change and I think the developers in the devs ops ethos- it's never going to be separate. It's going to be DevOps. That means developers are driving operations and then security. So what I learned was it's not ops teams leveling up, it's devs redefining what ops is. >> Mm. And I think that to me is where Supercloud's going to be interesting- >> Forcing that. >> Yeah. >> Forcing the change because the structural change is open sources thriving, devs are still in charge and they still want more developers, Vittorio "we need more developers", right? So the developers are in charge and that's clear. Now, if that happens- if you believe that to be true the domino effect of that is going to be amazing because then everyone who gets on the wrong side of history, on the ops and security side, is going to be fighting a trend that may not be fight-able, you know, it might be inevitable. And so the winners are the ones that are refactoring their business like Snowflake. Snowflake is a data warehouse that had nothing to do with Amazon at first. It was the developers who said "I'm going to refactor data warehouse on AWS". That is a developer-driven refactorization and a business model. So I think that's the pattern I'm seeing is that this concept refactoring, patterns and the developer trajectory is critical. >> I thought there was another great comment. Maribel Lopez, her Lord of the Rings comment: "there will be no one ring to rule them all". Now at the same time, Kit Colbert, you know what we asked him straight out, "are you the- do you want to be the, the Supercloud OS?" and he basically said, "yeah, we do". Now, of course they're confined to their world, which is a pretty substantial world. I think, John, the reason why Maribel is so correct is security. I think security's a really hard problem to solve. You've got cloud as the first layer of defense and now you've got multiple clouds, multiple layers of defense, multiple shared responsibility models. You've got different tools for XDR, for identity, for governance, for privacy all within those different clouds. I mean, that really is a confusing picture. And I think the hardest- one of the hardest parts of Supercloud to solve. >> Yeah, and I thought the security founder Gee Rittenhouse, Piyush Sharrma from Accurics, which sold to Tenable, and Tony Kueh, former head of product at VMware. >> Right. >> Who's now an investor kind of looking for his next gig or what he is going to do next. He's obviously been extremely successful. They brought up the, the OS factor. Another point that they made I thought was interesting is that a lot of the things to do to solve the complexity is not doable. >> Yeah. >> It's too much work. So managed services might field the bit. So, and Chris Hoff mentioned on the Clouderati segment that the higher level services being a managed service and differentiating around the service could be the key competitive advantage for whoever does it. >> I think the other thing is Chris Hoff said "yeah, well, Web 3, metaverse, you know, DAO, Superclouds" you know, "Stupercloud" he called it and this bring up- It resonates because one of the criticisms that Charles Fitzgerald laid on us was, well, it doesn't help to throw out another term. I actually think it does help. And I think the reason it does help is because it's getting people to think. When you ask people about Supercloud, they automatically- it resonates with them. They play back what they think is the future of cloud. So Supercloud really talks to the future of cloud. There's a lot of aspects to it that need to be further defined, further thought out and we're getting to the point now where we- we can start- begin to say, okay that is Supercloud or that isn't Supercloud. >> I think that's really right on. I think Supercloud at the end of the day, for me from the simplest way to describe it is making sure that the developer experience is so good that the operations just happen. And Marianna Tessel said, she's investing in making their developer experience high velocity, very easy. So if you do that, you have to run on premise and on the cloud. So hybrid really is where Supercloud is going right now. It's not multi-cloud. Multi-cloud was- that was debunked on this session today. I thought that was clear. >> Yeah. Yeah, I mean I think- >> It's not about multi-cloud. It's about operationally seamless operations across environments, public cloud to on-premise, basically. >> I think we got consensus across the board that multi-cloud, you know, is a symptom Chuck Whitten's thing of multi-cloud by default versus multi- multi-cloud has not been a strategy, Kit Colbert said, up until the last couple of years. Yeah, because people said, "oh we got all these multiple clouds, what do we do with it?" and we got this mess that we have to solve. Whereas, I think Supercloud is something that is a strategy and then the other nuance that I keep bringing up is it's industries that are- as part of their digital transformation, are building clouds. Now, whether or not they become superclouds, I'm not convinced. I mean, what Goldman Sachs is doing, you know, with AWS, what Walmart's doing with Azure connecting their on-prem tools to those public clouds, you know, is that a supercloud? I mean, we're going to have to go back and really look at that definition. Or is it just kind of a SAS that spans on-prem and cloud. So, as I said, the further you go up the stack, the business case seems to wane a little bit but there's no question in my mind that from an infrastructure standpoint, to your point about operations, there's a real requirement for super- what we call Supercloud. >> Well, we're going to keep the conversation going, Dave. I want to put a shout out to our founding supporters of this initiative. Again, we put this together really fast kind of like a pilot series, an inaugural event. We want to have a face-to-face event as an industry event. Want to thank the founding supporters. These are the people who donated their time, their resource to contribute content, ideas and some cash, not everyone has committed some financial contribution but we want to recognize the names here. VMware, Intuit, Red Hat, Snowflake, Aisera, Alteryx, Confluent, Couchbase, Nutanix, Rafay Systems, Skyhigh Security, Aviatrix, Zscaler, Platform9, HashiCorp, F5 and all the media partners. Without their support, this wouldn't have happened. And there are more people that wanted to weigh in. There was more demand than we could pull off. We'll certainly continue the Supercloud conversation series here on "theCUBE" and we'll add more people in. And now, after this session, the Ecosystem Speaks session, we're going to run all the videos of the big name companies. We have the Nutanix CEOs weighing in, Aviatrix to name a few. >> Yeah. Let me, let me chime in, I mean you got Couchbase talking about Edge, Platform 9's going to be on, you know, everybody, you know Insig was poopoo-ing Oracle, but you know, Oracle and Azure, what they did, two technical guys, developers are coming on, we dig into what they did. Howie Xu from Zscaler, Paula Hansen is going to talk about going to market in the multi-cloud world. You mentioned Rajiv, the CEO of Nutanix, Ramesh is going to talk about multi-cloud infrastructure. So that's going to run now for, you know, quite some time here and some of the pre-record so super excited about that and I just want to thank the crew. I hope guys, I hope you have a list of credits there's too many of you to mention, but you know, awesome jobs really appreciate the work that you did in a very short amount of time. >> Well, I'm excited. I learned a lot and my takeaway was that Supercloud's a thing, there's a kind of sense that people want to talk about it and have real conversations, not BS or FUD. They want to have real substantive conversations and we're going to enable that on "theCUBE". Dave, final thoughts for you. >> Well, I mean, as I say, we put this together very quickly. It was really a phenomenal, you know, enlightening experience. I think it confirmed a lot of the concepts and the premises that we've put forth, that David Floyer helped evolve, that a lot of these analysts have helped evolve, that even Charles Fitzgerald with his antagonism helped to really sharpen our knives. So, you know, thank you Charles. And- >> I like his blog, by the I'm a reader- >> Yeah, absolutely. And it was great to be back in Palo Alto. It was my first time back since pre-COVID, so, you know, great job. >> All right. I want to thank all the crew and everyone. Thanks for watching this first, inaugural Supercloud event. We are definitely going to be doing more of these. So stay tuned, maybe face-to-face in person. I'm John Furrier with Dave Vellante now for the Ecosystem chiming in, and they're going to speak and share their thoughts here with "theCUBE" our first live stage performance event in our studio. Thanks for watching. (gentle upbeat music)

>> Narrator: From around the globe, It's theCUBE! Covering Fortinet Security Summit, brought to you by Fortinet. >> And welcome to the cube coverage here at the PGA champion-- Fortinet championship, where we're going to be here for Napa valley coverage of Fortinet's, the championships security summit, going on Fortinet, sponsoring the PGA, but a great guest Merritt Baer, who's the principal in the office of the CISO at Amazon web services. Great to see you. Thanks for coming on. >> Merritt: Thank you for having me. It's good to be here. >> So Fortinet, uh, big brand now, sponsoring the PGA. Pretty impressive that they're getting out there with the golf. It's very enterprise focused, a lot of action. A lot of customers here. >> Merritt: It seems like it, for sure. >> Bold move. Amazon, Amazon web services has become the gold standard in terms of cloud computing, seeing DevOps people refactoring. You've seen the rise of companies like Snowflake building on Amazon. People are moving not only to the cloud, but they're refactoring their business and security is top of mind for everyone. And obviously cybersecurity threats that Fortinet helps cover, you guys are partnering with them, is huge. What is your state of the union for cyber? What's the current situation with the threat landscape? Obviously there's no perimeter in the cloud. More end points are coming on board. The Edge is here. 5G, wavelength with outpost, a lot happening. >> That was a long question, but I'll, I'll try. So I think, you know, as always business in innovation is the driver. And security needs to be woven into that. And so I think increasingly we're seeing security not be a no shop, but be an enabler. And especially in cloud, when we're talking about the way that you do DevOps with security, I know folks don't like the term DevSecOps, but you know, to be able to do agile methodology and be able to do the short sprints that are really agile and, and innovative where you can-- So instead of nine months or whatever, nine week timelines, we're talking about short sprints that allow you to elastically scale up and down and be able to innovate really creatively. And to do that, you need to weave in your security because there's no like, okay, you pass go, you collect $200. Security is not an after the fact. So I think as part of that, of course the perimeter is dead, long live the perimeter, right? It does matter. And we can talk about that a little bit. You know, the term zero trust is really hot right now. We can dig into that if that's of interest. But I think part of this is just the business is kind of growing up. And as you alluded to we're at the start of what I think is an S curve that is just at the beginning. >> You know, I was really looking forward to Reinforced this year. It was got canceled last year, but the first inaugural event was in Boston. I remember covering that. This year it was virtual, but the keynote Steven gave was interesting, security hubs at the center of it. And I want to ask you, because I need you to share your view on how security's changed with the cloud, because there's now new things that are there to take advantage of if you're a business or an enterprise, yeah on premises, there's a standard operating procedure. You have the perimeter, et cetera. That's not there anymore, but with the cloud, there's a new, there's new ways to protect and security hub is one. What are some of the new things that cloud enables for security? >> Well, so just to clarify, like perimeters exist logically just like they do physically. So, you know, a VPC for example, would be a logical perimeter and that is very relevant, or a VPN. Now we're talking about a lot of remote work during COVID, for example. But one of the things that I think folks are really interested with Security Hub is just having that broad visibility and one of the beauties of cloud is that, you get this tactile sense of your estate and you can reason about it. So for example, when you're looking at identity and access management, you can look at something like access analyzer that will under the hood be running on a tool that our, our group came up with that is like reasoning about the permissions, because you're talking about software layers, you're talking about computer layer reasoning about security. And so another example is in inspector. We have a tool that will tell you without sending a single packet over the network, what your network reach ability is. There's just like this ability to do infrastructure as code that then allows you to do security as code. And then that allows for ephemeral and immutable infrastructures so that you could, for example, get back to a known good state. That being said, you know, you kill a, your web server gets popped and you kill it and you spin up a new one. You haven't solved your problem, right? You need to have some kind of awareness of networking and how principals work. But at the same time, there's a lot of beauties about cloud that you inherit from a security perspective to be able to work in those top layers. And that's of course the premise of cloud. >> Yeah, infrastructure as code, you mentioned that, it's awesome. And the program ability of it with, with server-less functions, you're starting to see new ways now to spin up resources. How is that changing the paradigm and creating opportunities for better security? Is it, is it more microservices? Is it, is, are there new things that people can do differently now that they didn't have a year ago or two years ago? Because you're starting to see things like server-less functions are very popular. >> So yes, and yes, I think that it is augmenting the way that we're doing business, but it's especially augmenting the way we do security in terms of automation. So server-less, under the hood, whether it's CloudWatch events or config rules, they are all a Lambda function. So that's the same thing that powers your Alexa at home. These are server-less functions and they're really simple. You can program them, you can find them on GitHub, but they are-- one way to really scale your enterprise is to have a lot of automation in place so that you put those decisions in ahead of time. So your gray area of human decision making is scaled down. So you've got, you know, what you know to be allowable, what you know to be not allowable. And then you increasingly kind of whittled down that center into things that really are novel, truly novel or high stakes or both. But the focus on automation is a little bit of a trope for us. We at Amazon like to talk about mechanisms, good intentions are not enough. If it's not someone's job, it's a hope and hope is not a plan, you know, but creating the actual, you know, computerized version of making it be done iteratively. And I think that is the key to scaling a security chain because as we all know, things can't be manual for long, or you won't be able to grow. >> I love the AWS reference. Mechanisms, one way doors, raising the bar. These are all kind of internal Amazon, but I got to ask you about the Edge. Okay. There's a lot of action going on with 5G and wavelength. Okay, and what's interesting is if the Edge becomes so much more robust, how do you guys see that security from a security posture standpoint? What should people be thinking about? Because certainly it's just a distributed Edge point. What's the security posture, How should we be thinking about Edge? >> You know, Edge is a kind of catch all, right, we're talking about Internet of Things. We're talking about points of contact. And a lot of times I think we focus so much on the confidentiality and integrity, but the availability is hugely important when we're talking about security. So one of the things that excites me is that we have so many points of contact and so many availability points at the Edge that actually, so for example, in DynamoDB, the more times you put a call on it, the more available it is because it's fresher, you've already been refreshing it, there are so many elements of this, and our core compute platform, EC2, all runs on Nitro, which is our, our custom hardware. And it's really fascinating, the availability benefits there. Like the best patching is a patching you don't have to do. And there are so many elements that are just so core to that Greengrass, you know, which is running on FreeRTOS, which has an open source software, for example, is, you know, one element of zero trust in play. And there are so many ways that we can talk about this in different incarnations. And of course that speaks to like the breadth and depth of the industries that use cloud. We're talking about automotive, we're talking about manufacturing and agriculture, and there are so many interesting use cases for the ways that we will use IOT. >> Yeah. It's interesting, you mentioned Nitro. we also got Annapurna acquisition years ago. You got latency at the Edge. You can handle low latency, high volume compute with the data. That's pretty powerful. It's a paradigm shift. That's a new dynamic. It's pretty compelling, these new architectures, most people are scratching their heads going, "okay, how do I do this, like what do I do?" >> No, you're right. So it is a security inheritance that we are extremely calculated about our hardware supply chain. And we build our own custom hardware. We build our own custom Silicon. Like, this is not a question. And you're right in that one of the things, one of the north stars that we have is that the security properties of our engineering infrastructure are built in. So there just is no button for it to be insecure. You know, like that is deliberate. And there are elements of the ways that nature works from it running, you know, with zero downtime, being able to be patched running. There are so many elements of it that are inherently security benefits that folks inherit as a product. >> Right. Well, we're here at the security summit. What are you excited for today? What's the conversations you're having here at the Fortinet security summit. >> Well, it's awesome to just meet folks and connect outside. It's beautiful outside today. I'm going to be giving a talk on securing the cloud journey and kind of that growth and moving to infrastructure as code and security as code. I'm excited about the opportunity to learn a little bit more about how folks are managing their hybrid environments, because of course, you know, I think sometimes folks perceive AWS as being like this city on a hill where we get it all right. We struggle with the same things. We empathize with the same security work. And we work on that, you know, as a principal in the office of the CISO, I spend a lot of my time on how we do security and then a lot of my time talking to customers and that empathy back and forth is really crucial. >> Yeah. And you've got to be on the bleeding edge and have the empathy. I can't help but notice your AWS crypto shirt. Tell me about the crypto, what's going on there. NFT's coming out, is there a S3 bucket at NFT now, I mean. (both laughing) >> Cryptography never goes out of style. >> I know, I'm just, I couldn't help-- We'll go back to the pyramids on that one. Yeah, no, this is not a, an advertisement for cryptocurrency. It is, I'm a fangirl of the AWS crypto team. And as a result of wearing their shirts, occasionally they send me more shirts. And I can't argue with that. >> Well, love, love, love the crypto. I'm big fan of crypto, I think crypto is awesome. Defi is amazing. New applications are going to come out. We think it's going to be pretty compelling, again, let's get today right. (laughing) >> Well, I don't think it's about like, so cryptocurrency is just like one small iteration of what we're really talking about, which is the idea that math resolves, and the idea that you can have value in your resolution that the math should resolve. And I think that is a fundamental principle and end-to-end encryption, I believe is a universal human right. >> Merritt, thank you for coming on the cube. Great, great to have you on. Thanks for sharing that awesome insight. Thanks for coming on. >> Merritt: Thank you. >> Appreciate it. Okay. CUBE coverage here in Napa valley, our remote set for Fortinet's security cybersecurity summit here as part of their PGA golf Pro-Am tournament happening here in Napa valley. I'm John Furrier. Thanks for watching.

(upbeat music) >> Welcome to this BizOps Manifesto Power Panel, Data Lake or Data Landfill. We're going to be talking about that today. I've got three guests joining me. We're going to dive through that. Kieran Taylor is here the CMO of Broadcom's Enterprise Software Division. Kieran, great to have you on the program. >> Thank you, Lisa. >> Kevin Surace is here as well. Chairman and CTO of Appvance, hey Kevin. >> Hey Lisa. >> And Isaac Sacolick Author and CEO of StarCIO. Isaac, welcome. >> Hi Lisa, thanks for having me. >> So we're going to spend the next 25 to 30 minutes talking about the challenges and the opportunities that data brings to organizations. You guys are going to share some of your best practices for how organizations can actually sort through all this data to make data-driven decisions. We're also going to be citing some statistics from the Inaugural BizOps Industry Survey of the State of Digital Business in which 519 business and technology folks were surveyed across five nations. Let's go ahead and jump right in and the first one in that server that I just mentioned 97% of organizations say we've got data related challenges, limiting the amount of information that we actually have available to the business. Big conundrum there. How do organizations get out of that conundrum? Kieran, we're going to start with you. >> Thanks Lisa. You know, I think, I don't know if it's so much limiting information as it is limiting answers. There's no real shortage of data I don't think being captured, recently met with a unnamed auto manufacturer Who's collecting petabytes of data from their connected cars and they're doing that because they don't really yet know what questions they have of the data. So I think you get out of this Data Landfill conundrum by first understanding what questions to ask. It's not algorithms, it's not analytics. It's not, you know, math that's going to solve this problem. It's really, really understanding your customer's issues and what questions to ask of the data >> Understanding what questions to ask of the data. Kevin, what are your thoughts? >> Yeah, look, I think it gets down to what questions you want to ask and what you want out of it, right? So there's questions you want to ask but what are the business outcomes you're looking for, which is the core of BizOps anyway, right? What are the business outcomes and what business outcomes can I act upon? So there are so many business outcomes you can get from data and you go, well, I can't legally act upon that. I can't practically act upon that. I can't, whether it's lay off people or hire people or whatever it is, right? So what are the actionable items? There is plenty of data. We would argue too much data. Now we could say, is the data good? Is the data bad? Is it poorly organized? Is it, noisy? There's all other problems, right? There's plenty of data. What do I do with it? What can I do that's actionable? If I was an automaker and I had lots of sensors on the road, I had petabytes, as Kieran says and I'd probably bringing in petabytes potentially every day. Well, I could make myself driving systems better. That's an obvious place to start or that's what I would do but I could also potentially use that to change people's insurance and say, if you drive in a certain way something we've never been able to do. If you drive in a certain way, based on the sensors you get a lower insurance rate, then nobody's done that. But now there's interesting business opportunities for that data that you didn't have one minute ago and I just gave away. So, (laughs) it's all about the actionable items in the data. How do you drive something to the top line and the bottom line? 'Cause in the end, that's how we're all measured. >> And Isaac, I know you say data is the lifeblood. What are your thoughts on this conundrum? >> Well, I think, you know, they gave you the start and the end of the equation, start with a question. What are you really trying to answer? What you don't understand that you want to learn about your business connect it to an outcome that is valuable to you. And really what most organizations struggle with is a process that goes through discovery, learning what's in the data, addressing data, quality issues, loading new data sources if required and really doing that iteratively and we're all agile people here at BizOps, right? So doing it iteratively, getting some answers out and understanding what the issues are with the underlying data and then going back and revisiting and reprioritizing what you want to do next. Do you want to go look at another question? Is the answer heading down a path that you can drive outcomes? Do you got to go cleanse some data? So it's really that, how do you put it together so that you can peel the onion back and start looking at data and getting insights out of it. >> Great advice, another challenge though, that the survey identified was that nearly 70% of the respondents and again, 519 business and technology professionals from five countries said, we are struggling to create business metrics from our data with so much data, so much that we can't access. Can you guys share best practices for how organizations would sort through and identify the best data sources from which they can identify the ideal business metrics? Kieran, take it away. >> Sure thing, I guess I'll build on Isaac's statements. Every company has some gap in data, right? And so when you do that, that data gap analysis I think you really, I don't know. It's like Alice in Wonderland, begin at the beginning, right? You start with that question like Isaac said, And I think the best questions are really born from an understanding of what your customers value. And if you dig into that, you understand what the customers value, you build it off of actual customer feedback, market research then you know what questions to ask and then from that, hey, what inputs do I need to really understand how to solve that particular business issue or problem. >> Kevin, what are your thoughts? >> Yeah, I'm going to add to that, completely agree but, look, let's start with sales data, right? So sales data is something, everybody watching this understands, even if they're not in sales, they go well, okay, I understand sales data. What's interesting there is we know who our customers are. We could probably figure out if we have enough data, why they buy, are they buying because of a certain sales person? Are they buying because it's a certain region? Are they buying because of some demographic that we don't understand, but AI can pull out, right? So I would like to know, who's buying and why they're buying. Because if I know that I might make more of what more of those people want whatever that is, certain fundamental sales changes or product changes or whatever it is. So if you could certainly start there, if you start nowhere else, say I sell X today. I'd like to sell X times 1.2 by next year. Okay, great. Can I learn from the last five years of sales, millions of units or million or whatever it is, how to do that better and the answer is for sure yes and yes there's problems with the data and there's holes in the data as Kieran said and there's missing data. It doesn't matter, there's a lot of data around sales. So you can just start there and probably drive some top line growth, just doing what you're already doing but doing it better and learning how to do it better. >> Learning how to do it better. Isaac, talk to us about what your thoughts are here with respect to this challenge. >> Well, when you look at that percentage 70% struggling with business metrics, you know what I see is some companies struggling when they have too few metrics and you know, their KPIs, it really doesn't translate well to people doing work for a customer for an application, responding to an issue. So when you have too few in there too disconnected from the work, people don't understand how to use them and then on the flip side I see other organizations trying to create metrics around every single part of the operation, you know, dozens of different ways of measuring user experience and so forth. And that doesn't work because now we don't know what to prioritize. So I think the art of this is management coming back and saying, what are the metrics? Do we want to see impact and changes over in a short amount of time, over the next quarter, over the next six months and to pick a couple in each category, certainly starting with the customer, certainly looking at sales but then also looking at operations and looking at quality and looking at risk and say to the organization, these are the two or three we're going to focus on in the next six months and then I think that's what simplifies it for organizations. >> Thanks, Isaac. So something that I found interesting, it's not surprising in that the survey found that too much data is one of the biggest challenges that organizations have followed by the limitations that we just talked about in terms of identifying what are the ideal business metrics, but a whopping 74% of survey respondents said we failed to have key data available in real time, which is a big inhibitor for data-driven decision-making. Can you guys offer some advice to organizations? How can they harness this data and glean insights from it faster, Kieran, take it away. >> Yeah, I think there are probably five steps to establishing business KPIs and Lisa your first two questions and these gentleman's answers laid out the first two that is define the questions that you want answers for and then identify what those data inputs would be. You know, if you've got a formula in mind, what data inputs do do you need? The remaining three steps. One is, you know, to evaluate the data you've got and then identify what's missing, you know what do you need to then fetch? And then that fetching, you need to think about the measurement method, the frequency I think Isaac mentioned, you know this concept of tools for all. We have too many tools to collect data. So, the measurement method and frequency is important standardizing on tools and automating that collection wherever possible. And then the last step, this is really the people component of the formula. You need to identify stakeholders that will own those business KPIs and even communicate them within the organization. That human element is sometimes forgotten and it's really important. >> It is important, it's one of the challenges as well. Kevin, talk to us about your thoughts here. >> Yeah, again I mean, for sure you've got in the end you've got the human element. You can give people all kinds of KPIs as Isaac said, often it's too many. You have now KPI the business to death and nobody can get out and do anything that doesn't work. Obviously you can't improve things until you measure them. So you have to measure, we get that. But this question of live data is interesting. My personal view is only certain kinds of data are interesting, absolutely live in the moment. So I think people get in their mind, oh, well if I could deploy IOT everywhere and get instantaneous access within one second to the amalgam of that data, I'm making up words too. That would be interesting. Are you sure that'd be interesting? I might rather analyze the last week of real, real data, really deep analysis, right? Build you know, a real model around that and say, okay for the next week, you ought to do the following. Now I get that if you're in the high-frequency stock trading business you know, every millisecond counts, okay? But most of our businesses do not run by the millisecond and we're not going to make a business decision especially humans involved in a millisecond anyway. We make business decisions based on a fair bit of data, days and weeks. So this is just my own personal opinion. I think people get hung up on this. I've got to have all this live data. No, you want great data analysis using AI and machine learning to evaluate as much data as you can get over whatever period of time that is a week, a month a year and start making some rational decisions off of that information. I think that is how you run a business that's going to crush your competition. >> Good advice, Isaac what are your thoughts on these comments? >> Yeah, I'm going to pair off of Kevin's comments. You know, how do you chip away at this problem at getting more real time data? And I'll share two insights first, from the top down, you know, when StarCIO works with a group of CEO and their executive group, you know how are they getting their data? Well, they're getting it in a boardroom with PowerPoints with spreadsheets behind those PowerPoints, with analysts doing a lot of number crunching and behind all that are all the systems of record around the CRM and the ERP and all the other systems that are telling them how they're performing. And I suggest to them for a month, leave the world of PowerPoint and Excel and bring your analysts in to show you the data live in the systems, ask questions and see what it's like to work with real time data. That first changes the perspective in terms of all the manual work that goes into homogenizing that data for them. But then they start getting used to looking at the tools where the data is actually living. So that's an exercise from the top down from the bottom up when we talk to the it groups, you know so much of our data technologies were built at a time when batch processing in our data centers was the only way to go. We ran these things overnight to move data from point a to point B and with the Cloud, with data streaming technologies it's really a new game in town. And so it's really time for many organizations to modernize and thinking about how they're streaming data. Doesn't necessarily have to be real time. It's not really IOT but it's really saying, I need to have my data updated on a regular basis with an SLA against it so that my teams and my businesses can make good decisions around things. >> So let's talk now about digital transformation. We've been talking about that for years. We talked a lot about in 2020, the acceleration of digital transformation for obvious reasons. But when organizations are facing this data conundrum that we talked about, this sort of data disconnect too much can't get what we need right away. Do we need it right away? How did they flip the script on that so that it doesn't become an impediment to digital transformation but it becomes an accelerant. Kieran >> You know, a lot of times you'll hear vendors talk about technology as being the answer, right? So MI, ML, my math is better than your math, et cetera. And technology is important but it's only effective to the point that which people can actually interpret understand and use the data. And so I would put forth this notion of having data at all levels throughout an organization too often. What you'll see is that I think Isaac mentioned it, you know the data is delivered to the C-suite via PowerPoint and it's been sanitized and scrubbed, et cetera. But heck, by the time it gets to the C-suite it's three weeks old. Data at all levels is making sure that throughout organization, the right people have real-time access to data and can make actionable decisions based upon that. So I think that's a real vital ingredient to successful digital transformation. >> Kevin. >> Well, I like to think of digital transformation as looking at all of your relatively manual or paper-based or other processes whatever they are throughout the organization and saying is this something that can now be done for lack of a better word by a machine, right? And that machine could be algorithms. It could be computers, it could be humans it could be Cloud, it could be AI it could be IOT doesn't really matter. (clears throat) And so there's a reason to do that and of course, the basis of that is the data. You've got to collect data to say, this is how we've been performing. This is what we've been doing. So an example, a simple example of digitalization is people doing RPA around customer support. Now you collect a lot of data on how customer support has been supporting customers. You break that into tiers and you say, here's the easiest, lowest tier. I had farmed that out to probably some other country 20 years ago or 10 years ago. Can I even with the systems in place, can I automate that with a set of processes, Robotic Process Automation that digitizes that process now, Now there still might be, you know 20 different screens that click on all different kinds of things, whatever it is, but can I do that? Can I do it with some Chatbots? Can I do it with it? No, I'm not going to do all the customer support that way but I could probably do a fair bit. Can I digitize that process? Can I digitize the process? Great example we all know is insurance companies taking claims. Okay, I have a phone. Can, I take a picture of my car that just got smashed send it in, let AI analyze it and frankly, do an ACH transfer within the hour, because if it costs them insurance company on average 300 to $500 depending on who they are to process a claim, it's cheaper to just send me the $500 then even question it. And if I did it two or three times, well then I'm trying to steal their money and I should go to jail, right? So these are just, I'm giving these as examples 'cause they're examples that everyone who is watching this would go, oh I understand you're digitizing a process. So now when we get to much more complex processes that we're digitizing in data or hiring or whatever, those are a little harder to understand but I just tried to give those as like everyone understands yes, you should digitize those. Those are obvious, right? >> Now those are great examples, you're right. They're relatable across the board here. Isaac, talk to me about what your thoughts are about. Okay, let's do the conundrum. How do we flip the script and leverage data, access to it insights to drive and facilitate digital transformation rather than impede it. >> Well remember, you know, digital transformation is really about changing the business model, changing how you're working with customers and what markets you're going after. You're being forced to do that because of the pace digital technologies are enabling competitors to outpace you. And so we really like starting digital transformations with a vision. What does this business need to do better, differently more of what markets are we going to go after? What types of technologies are important? And we're going to create that vision but we know long-term planning, doesn't work. We know multi-year planning, doesn't work. So we're going to send our teams out on an agile journey over the next sprint, over the next quarter and we're going to use data to give us information about whether we're heading in the right direction. Should we do more of something? Is this feature higher priority? Is there a certain customer segment that we need to pay attention to more? Is there a set of defects happening in our technology that we have to address? Is there a new competitor stealing market share all that kind of data is what the organization needs to be looking at on a very regular basis to say, do we need to pivot, what we're doing? Do we need to accelerate something? Are we heading in the right direction? Should we give ourselves high fives and celebrate a quick win? Because we've accomplished something 'cause so much of transformation is what we're doing today. We're going to change what we're doing over the next three years, and then guess what? There's going to be a new set of technologies. There's going to be another disruption that we can't anticipate and we want our teams sitting on their toes waiting to look at data and saying, what should we do next? >> That's a great segue Isaac into our last question, which is around culture that's always one of those elephants in the room, right? Because so much cultural transformation is necessary but it's incredibly difficult. So question for you guys, Kieran we'll start with you is, should you advise leadership, should really create a culture, a company-wide culture around data? What do you think? >> Absolutely. I mean, this reminds me of DevOps in many ways and you know, the data has to be shared at all levels and has to empower people to make decisions at their respective levels so that we're not, you know kind of siloed in our knowledge or our decision-making, it's through that collective intelligence that I think organizations can move forward more quickly but they do have to change the culture and they've got to have everyone in the room. Everyone's got a stake in driving business success from the C-suite down to the individual contributor >> Right, Kevin, your thoughts >> You know what? Kieran's right. Data silos, one of the biggest brick walls in all of our way, all the time, you know SecOps says there is no way I'm going to share that database because it's got PII. Okay, well, how about if we strip the PII? Well, then that won't be good for something else and you're getting these huge arguments and if you're not driving it from the top, certainly the CIO, maybe the CFO, maybe the CEO I would argue the CEO, drives it from the top. 'Cause the CEO drives company culture and you know, we talk BizOps and the first word of that is Biz. It's the business, right? It's Ops being driven by business goals and the CEO has to set the business goals. It's not really up to the CIO to set business goals. They're setting operational goals, it's up to the CEO. So when the CEO comes out and says our business goals are to drive up sales by this drive down cost by this drive up speed of product development, whatever it is and we're going to digitize all of our processes to do that. We're going to set in KPIs. We're going to measure everything that we do and everybody's going to work around this table. By the way just like we did with DevOps a decade ago, right? And said, Dev, you actually have to work with Ops now and they go, those dangerous guys way over in that other building, we don't even know who they are but in time people realize that we're all on the same team and that if developers develop something that operations can't host and support and keep alive, it's junk right? And we used to do that and now we're much better at it. And whether it's Dev, SecOps or Dev two-way Ops, whatever all those teams working together. Now we're going to spread that out and make it a bigger pyre on the company and it starts with the CEO. And when the CEO makes it a directive for the company I think we're all going to be successful. >> Isaac, what are your thoughts? >> I think we're really talking about a culture of transformation and a culture of collaboration. I mean, again, everything that we're doing now we're going to build, we're going to learn. We're going to use data to pivot what we're doing. We're going to release a product to customers. We're going to get feedback. We're going to continue to iterate over those things. Same thing when it comes to sales, same things that you know, the experiments that we do for marketing, what we're doing today, we're constantly learning. We're constantly challenging our assumptions. We're trying to throw out the sacred cows with status quo, 'cause we know there's going to be another Island that we have to go after and that's the transformation part. The collaboration part is really you know, what you're hearing. Multiple teams, not just Dev and Ops and not just data and Dev, but really the spectrum of business of product, of stakeholders, of marketing and sales, working with technologists and saying, look this is the things that we need to go after over these time periods and work collaboratively and iteratively around them. And again, the data is the foundation for this, right? And we talk about a learning culture as part of that, the data is a big part of that learning, learning new skills and what new skills to learn is as part of that. But when I think about culture, you know the things that slow down organizations is when they're not transforming fast enough, or they're going in five or six different directions, they're not collaborative enough and the data is the element in there that is an equalizer. It's what you show everybody to say, look what we're doing today is not going to make us survive over the next three years. >> The data equalizer, that sounds like it could be movie coming out in 2021. (laughing) Gentlemen, thank you for walking us through some of those interesting metrics coming out of the BizOps Inaugural Survey. Yes, there are challenges with data. Many of them aren't surprising but there's also a lot of tremendous opportunity and I liked how you kind of brought it around to from a cultural perspective. It's got to start from that C-suite to Kieran's point all the way down. I know we could keep talking, we're out of time, but we'll have to keep following, this as a very interesting topic. One that is certainly pervasive across industries. Thanks guys for sharing your insights. >> Than you. >> Thank you, Lisa. >> Thank you, Lisa. >> For Kieran Taylor, Kevin Surace and Isaac Sacolick. I'm Lisa Martin. Thanks for watching. (upbeat music)

>> Hello everyone, welcome to the special Cube conversation. I'm John foray with Dave Volante. We're known as theCube guys. We're doing a lot of Cube events over the past year with COVID in a virtual format and we really miss being onsite and being at the events extracting the signal from the noise. Dave, we've got some big news, we're announcing our Cube On Cloud series of virtual events. We're going to do in combination to the hybrid format of theCube when it comes back to, when theCube is coming back which we look like (indistinct), we'll be implementing theCube virtual format. And so Dave, Cube On Cloud Startups is our first inaugural event coming up this month. >> Well, I'm really excited John, because of course as you well know, in the early days of Cloud, we really doubled down on our content focus. And I think if you're a customer, firmly I believe CIO, CTOs, you have to have a portion of your portfolio that is really driven toward innovation and that really comes from startups. And that's really what we're going to feature today. We're talking about startups from tens of millions to hundreds of millions of ARR. I think if you're an investor, there's some great opportunities here. If you're a technologist, you might be trying to figure out, okay, "where's the next great place that I want to work?" And I think really it's all enabled by the Cloud and the Cloud is changing John, right? It's evolving from what was just core infrastructure storage servers, networking to really now driving transformative business value. And that's what this event is going to be all about. >> And what's exciting Dave, I want to share with the folks out there, you see theCube. you've seen us on all the channels, Twitter, Facebook, LinkedIn, all over the internet. Now with the virtual, we going to bring that together. And every quarter we're going to do a quarterly startup hot Cuban Cloud Startup event every quarter, four times a year. So, join us, we want to be part of our community. Be part of the conversation, theCube 365 virtual format is interactive, it's engaging. It's our own clubhouse, it's our own place to engage with you. If you want to engage with us, this is the time to do it. Or if you want to sit back and consume some of the great content, do that. Our first event on the 24th is with aWS and their sponsored showcase startups. We're going to be featuring 10 of the hottest Cloud startups obviously all around data and machine learning. And we're going to feature those 10, we're going to introduce the world to them, unpack them, talk to the founders and this top management of teams and understand their secret sauce, their competitive advantage and how they're going to be successful in the enterprise in Cloud. But we've also got a great keynote program to kick it off. We're going to have Jeff Barr who's legendary in the developer and Cloud community. He's with aWS. He does a lot of their developer. He writes all the blog posts announcing all the great products at aWS. If you're in the Cloud, visit, you know who Jeff Barr is. He's a legend. We got Jerry chin, Cube alumni. He's a partner at Greylock, tier one venture capital firm, and Michael Liebow who's a partner at McKinsey. And McKinsey is talking to all the C-suites Dave, they're the ones setting the table. And just recently came out with a Cloud report called, "Trillion Dollar Market Opportunity." Of course, we wrote Trillion Dollar Baby Cloud Ambition for Andy Jassy in 2015. We're going to tie that together. And of course, when you come to the event and join us, you get a free copy of that report. So, Dave-- >> And Don't forget Ben Haynes. He's going to bring the practitioner perspective which we're really excited about. And I'm glad you made that shout out to the Cube community because as you know, it's not just coming to the event and doing some chat. Do that, lay down your knowledge because the next show we're going to have you on live interview, you that's what we're all about. Bringing our community together, bringing you in and interacting with you, not just on chat or email or whatever but actually making you part of the program. >> Yeah, it's not a webinar Dave, these aren't webinars, webinars are old they're dying. Webinars are great for sales tools. You do those every day if you're a sales person or a company. This is different. We're talking about making it an immersive and interactive, engaging, virtually. This is going to be a great compliment. Certainly when the events come back and we're looking forward to it. I can't tell you Dave how many times people want to chat with me on Twitter, I'm not available, time zone around the world. Now, you can come to our events and engage directly with us and consume, but also we'll call you up. We're going to have sessions, maybe have some Ad hoc femoral conversations, set up your own little clubhouse with us and share your knowledge on the Cube. The Cube going virtual. Virtualization Dave, as we were joking during the pandemic is one of the upsides for what happened this year. And I got to say, I'm really, really excited because this brings a new format for us to bring to people. So, I'm really looking forward to it. >> Yeah, me too, John. So give us the details. Date, time, we've got a, I think we've got a screenshot but we'll pull that up and show people. So, there's a site. What's the dates again, John? >> This is on going to happen on March 24th, >> 9: 00 AM Pacific to 1:00 PM, it's a morning program. Again, it's a featured conference with the hot stars. We're going to feature, We're going to do a keynote session and then we're going to have the breakouts with all the startups. So, it can jump into the rooms find the startups you like and talk to them. And then a closing fireside chat with Ben Haynes who's a practitioner, CIO Perspectives, CXL Perspective as well as executives in the industry. So, we're going to wrap that up at the end of the day. So, great program. Good keynote on what ways are happening? What's the top trends and then ending fireside chats. Should be a great day, very cool. And of course it's virtual. So, you can do a fly by, you can come hang out with us and also come back. it's always going to be on 24/7, 365. So, that is the Cube On Cloud startups, March 24th. Join us and join our community, thank you.

>> Narrator: From theCUBE Studios in Palo Alto, in Boston bringing you data-driven insights from theCUBE and ETR. This is "Breaking Analysis" with Dave Vellante. >> The next 10 years of cloud, they're going to differ dramatically from the past decade. The early days of cloud, deployed virtualization of standard off-the-shelf components, X86 microprocessors, disk drives et cetera, to then scale out and build a large distributed system. The coming decade is going to see a much more data-centric, real-time, intelligent, call it even hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud and edge workloads with a services layer that will obstruct the underlying complexity of the infrastructure which will also comprise much more custom and varied components. This was a key takeaway of the guests from theCUBE on Cloud, an event hosted by SiliconANGLE on theCUBE. Welcome to this week's Wikibon CUBE Insights Powered by ETR. In this episode, we'll summarize the findings of our recent event and extract the signal from our great guests with a couple of series and comments and clips from the show. CUBE on Cloud is our very first virtual editorial event. It was designed to bring together our community in an open forum. We ran the day on our 365 software platform and had a great lineup of CEOs, CIOs, data practitioners technologists. We had cloud experts, analysts and many opinion leaders all brought together in a day long series of sessions that we developed in order to unpack the future of cloud computing in the coming decade. Let me briefly frame up the conversation and then turn it over to some of our guests. First, we put forth our view of how modern cloud has evolved and where it's headed. This graphic that we're showing here, talks about the progression of cloud innovation over time. A cloud like many innovations, it started as a novelty. When AWS announced S3 in March of 2006, nobody in the vendor or user communities really even in the trade press really paid too much attention to it. Then later that year, Amazon announced EC2 and people started to think about a new model of computing. But it was largely tire kickers, bleeding-edge developers that took notice and really leaned in. Now the financial crisis of 2007 to 2009, really created what we call a cloud awakening and it put cloud on the radar of many CFOs. Shadow IT emerged within departments that wanted to take IT in bite-sized chunks and along with the CFO wanted to take it as OPEX versus CAPEX. And then I teach transformation that really took hold. We came out of the financial crisis and we've been on an 11-year cloud boom. And it doesn't look like it's going to stop anytime soon, cloud has really disrupted the on-prem model as we've reported and completely transformed IT. Ironically, the pandemic hit at the beginning of this decade, and created a mandate to go digital. And so it accelerated the industry transformation that we're highlighting here, which probably would have taken several more years to mature but overnight the forced March to digital happened. And it looks like it's here to stay. Now the next wave, we think we'll be much more about business or industry transformation. We're seeing the first glimpses of that. Holger Mueller of Constellation Research summed it up at our event very well I thought, he basically said the cloud is the big winner of COVID. Of course we know that now normally we talk about seven-year economic cycles. He said he was talking about for planning and investment cycles. Now we operate in seven-day cycles. The examples he gave where do we open or close the store? How do we pivot to support remote workers without the burden of CAPEX? And we think that the things listed on this chart are going to be front and center in the coming years, data AI, a fully digitized and intelligence stack that will support next gen disruptions in autos, manufacturing, finance, farming and virtually every industry where the system will expand to the edge. And the underlying infrastructure across physical locations will be hidden. Many issues remain, not the least of which is latency which we talked about at the event in quite some detail. So let's talk about how the Big 3 cloud players are going to participate in this next era. Well, in short, the consensus from the event was that the rich get richer. Let's take a look at some data. This chart shows our most recent estimates of IaaS and PaaS spending for the Big 3. And we're going to update this after earning season but there's a couple of points stand out. First, we want to make the point that combined the Big 3 now account for almost $80 billion of infrastructure spend last year. That $80 billion, was not all incremental (laughs) No it's caused consolidation and disruption in the on-prem data center business and within IT shops companies like Dell, HPE, IBM, Oracle many others have felt the heat and have had to respond with hybrid and cross cloud strategies. Second while it's true that Azure and GCP they appear to be growing faster than AWS. We don't know really the exact numbers, of course because only AWS provides a clean view of IaaS and passwords, Microsoft and Google. They kind of hide them all ball on their numbers which by the way, I don't blame them but they do leave breadcrumbs and clues on growth rates. And we have other means of estimating through surveys and the like, but it's undeniable Azure is closing the revenue gap on AWS. The third is that I like the fact that Azure and Google are growing faster than AWS. AWS is the only company by our estimates to grow its business sequentially last quarter. And in and of itself, that's not really enough important. What is significant is that because AWS is so large now at 45 billion, even at their slower growth rates it grows much more in absolute terms than its competitors. So we think AWS is going to keep its lead for some time. We think Microsoft and AWS will continue to lead the pack. You know, they might converge maybe it will be a 200 just race in terms of who's first who's second in terms of cloud revenue and how it's counted depending on what they count in their numbers. And Google look with its balance sheet and global network. It's going to play the long game and virtually everyone else with the exception of perhaps Alibaba is going to be secondary players on these platforms. Now this next graphic underscores that reality and kind of lays out the competitive landscape. What we're showing here is survey data from ETR of more than 1400 CIOs and IT buyers and on the vertical axis is Net Score which measures spending momentum on the horizontal axis is so-called Market Share which is a measure of pervasiveness in the data set. The key points are AWS and Microsoft look at it. They stand alone so far ahead of the pack. I mean, they really literally, it would have to fall down to lose their lead high spending velocity and large share of the market or the hallmarks of these two companies. And we don't think that's going to change anytime soon. Now, Google, even though it's far behind they have the financial strength to continue to position themselves as an alternative to AWS. And of course, an analytics specialist. So it will continue to grow, but it will be challenged. We think to catch up to the leaders. Now take a look at the hybrid zone where the field is playing. These are companies that have a large on-prem presence and have been forced to initiate a coherent cloud strategy. And of course, including multicloud. And we include Google in this so pack because they're behind and they have to take a differentiated approach relative to AWS, and maybe cozy up to some of these traditional enterprise vendors to help Google get to the enterprise. And you can see from the on-prem crowd, VMware Cloud on AWS is stands out as having some, some momentum as does Red Hat OpenShift, which is it's cloudy, but it's really sort of an ingredient it's not really broad IaaS specifically but it's a component of cloud VMware cloud which includes VCF or VMware Cloud Foundation. And even Dell's cloud. We would expect HPE with its GreenLake strategy. Its financials is shoring up, should be picking up momentum in the future in terms of what the customers of this survey consider cloud. And then of course you could see IBM and Oracle you're in the game, but they don't have the spending momentum and they don't have the CAPEX chops to compete with the hyperscalers IBM's cloud revenue actually dropped 7% last quarter. So that highlights the challenges that that company facing Oracle's cloud business is growing in the single digits. It's kind of up and down, but again underscores these two companies are really about migrating their software install basis to their captive clouds and as well for IBM, for example it's launched a financial cloud as a way to differentiate and not take AWS head-on an infrastructure as a service. The bottom line is that other than the Big 3 in Alibaba the rest of the pack will be plugging into hybridizing and cross-clouding those platforms. And there are definitely opportunities there specifically related to creating that abstraction layer that we talked about earlier and hiding that underlying complexity and importantly creating incremental value good examples, snowfallLike what snowflake is doing with its data cloud, what the data protection guys are doing. A company like Loomio is headed in that direction as are others. So, you keep an eye on that and think about where the white space is and where the value can be across-clouds. That's where the opportunity is. So let's see, what is this all going to look like? How does the cube community think it's going to unfold? Let's hear from theCUBE Guests and theCUBE on Cloud speakers and some of those highlights. Now, unfortunately we don't have time to show you clips from every speaker. We are like 10-plus hours of video content but we've tried to pull together some comments that summarize the sentiment from the community. So I'm going to have John Furrier briefly explain what theCUBE on Cloud is all about and then let the guests speak for themselves. After John, Pradeep Sindhu is going to give a nice technical overview of how the cloud was built out and what's changing in the future. I'll give you a hint it has to do with data. And then speaking of data, Mai-Lan Bukovec, who heads up AWS is storage portfolio. She'll explain how she views the coming changes in cloud and how they look at storage. Again, no surprise, it's all about data. Now, one of the themes that you'll hear from guests is the notion of a distributed cloud model. And Zhamak Deghani, he was a data architect. She'll explain her view of the future of data architectures. We also have thoughts from analysts like Zeus Karavalla and Maribel Lopez, and some comments from both Microsoft and Google to compliment AWS's view of the world. In fact, we asked JG Chirapurath from Microsoft to comment on the common narrative that Microsoft products are not best-to-breed. They put out a one dot O and then they get better, or sometimes people say, well, they're just good enough. So we'll see what his response is to that. And Paul Gillin asks, Amit Zavery of Google his thoughts on the cloud leaderboard and how Google thinks about their third-place position. Dheeraj Pandey gives his perspective on how technology has progressed and been miniaturized over time. And what's coming in the future. And then Simon Crosby gives us a framework to think about the edge as the most logical opportunity to process data not necessarily a physical place. And this was echoed by John Roese, and Chris Wolf to experience CTOs who went into some great depth on this topic. Unfortunately, I don't have the clips of those two but their comments can be found on the CTO power panel the technical edge it's called that's the segment at theCUBE on Cloud events site which we'll share the URL later. Now, the highlight reel ends with CEO Joni Klippert she talks about the changes in securing the cloud from a developer angle. And finally, we wrap up with a CIO perspective, Dan Sheehan. He provides some practical advice on building on his experience as a CIO, COO and CTO specifically how do you as a business technology leader deal with the rapid pace of change and still be able to drive business results? Okay, so let's now hear from the community please run the highlights. >> Well, I think one of the things we talked about COVID is the personal impact to me but other people as well one of the things that people are craving right now is information, factual information, truth, textures that we call it. But here this event for us Dave is our first inaugural editorial event. Rob, both Kristen Nicole the entire cube team, SiliconANGLE on theCUBE we're really trying to put together more of a cadence. We're going to do more of these events where we can put out and feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires of people making things happen, but it's often the people under them that are the real Newsmakers. >> If you look at the architecture of cloud data centers the single most important invention was scale-out. Scale-out of identical or near identical servers all connected to a standard IP ethernet network. That's the architecture. Now the building blocks of this architecture is ethernet switches which make up the network, IP ethernet switches. And then the server is all built using general purpose x86 CPU's with DRAM, with SSD, with hard drives all connected to inside the CPU. Now, the fact that you scale these server nodes as they're called out was very, very important in addressing the problem of how do you build very large scale infrastructure using general purpose compute but this architecture, Dave is a compute centric architecture. And the reason it's a compute centric architecture is if you open this, is server node. What you see is a connection to the network typically with a simple network interface card. And then you have CPU's which are in the middle of the action. Not only are the CPU's processing the application workload but they're processing all of the IO workload what we call data centric workload. And so when you connect SSDs and hard drives and GPU is everything to the CPU, as well as to the network you can now imagine that the CPU is doing two functions. It's running the applications but it's also playing traffic cop for the IO. So every IO has to go to the CPU and you're executing instructions typically in the operating system. And you're interrupting the CPU many many millions of times a second. Now general purpose CPU and the architecture of the CPU's was never designed to play traffic cop because the traffic cop function is a function that requires you to be interrupted very, very frequently. So it's critical that in this new architecture where does a lot of data, a lot of these stress traffic the percentage of workload, which is data centric has gone from maybe one to 2% to 30 to 40%. >> The path to innovation is paved by data. If you don't have data, you don't have machine learning you don't have the next generation of analytics applications that helps you chart a path forward into a world that seems to be changing every week. And so in order to have that insight in order to have that predictive forecasting that every company needs, regardless of what industry that you're in today, it all starts from data. And I think the key shift that I've seen is how customers are thinking about that data, about being instantly usable. Whereas in the past, it might've been a backup. Now it's part of a data Lake. And if you can bring that data into a data lake you can have not just analytics or machine learning or auditing applications it's really what does your application do for your business and how can it take advantage of that vast amount of shared data set in your business? >> We are actually moving towards decentralization if we think today, like if it let's move data aside if we said is the only way web would work the only way we get access to various applications on the web or pages to centralize it We would laugh at that idea. But for some reason we don't question that when it comes to data, right? So I think it's time to embrace the complexity that comes with the growth of number of sources, the proliferation of sources and consumptions models, embrace the distribution of sources of data that they're not just within one part of organization. They're not just within even bounds of organizations that are beyond the bounds of organization. And then look back and say, okay, if that's the trend of our industry in general, given the fabric of compensation and data that we put in, you know, globally in place then how the architecture and technology and organizational structure incentives need to move to embrace that complexity. And to me that requires a paradigm shift a full stack from how we organize our organizations how we organize our teams, how we put a technology in place to look at it from a decentralized angle. >> I actually think we're in the midst of the transition to what's called a distributed cloud, where if you look at modernized cloud apps today they're actually made up of services from different clouds. And also distributed edge locations. And that's going to have a pretty profound impact on the way we go vast. >> We wake up every day, worrying about our customer and worrying about the customer condition and to absolutely make sure we dealt with the best in the first attempt that we do. So when you take the plethora of products we've dealt with in Azure, be it Azure SQL be it Azure cosmos DB, Synapse, Azure Databricks, which we did in partnership with Databricks Azure machine learning. And recently when we sort of offered the world's first comprehensive data governance solution and Azure overview, I would, I would humbly submit to you that we are leading the way. >> How important are rankings within the Google cloud team or are you focused mainly more on growth and just consistency? >> No, I don't think again, I'm not worried about we are not focused on ranking or any of that stuff. Typically I think we are worried about making sure customers are satisfied and the adding more and more customers. So if you look at the volume of customers we are signing up a lot of the large deals we did doing. If you look at the announcement we've made over the last year has been tremendous momentum around that. >> The thing that is really interesting about where we have been versus where we're going is we spend a lot of time talking about virtualizing hardware and moving that around. And what does that look like? And creating that as more of a software paradigm. And the thing we're talking about now is what does cloud as an operating model look like? What is the manageability of that? What is the security of that? What, you know, we've talked a lot about containers and moving into different, DevSecOps and all those different trends that we've been talking about. Like now we're doing them. So we've only gotten to the first crank of that. And I think every technology vendor we talked to now has to address how are they are going to do a highly distributed management insecurity landscape? Like, what are they going to layer on top of that? Because it's not just about, oh, I've taken a rack of something, server storage, compute, and virtualized it. I know have to create a new operating model around it in a way we're almost redoing what the OSI stack looks like and what the software and solutions are for that. >> And the whole idea of we in every recession we make things smaller. You know, in 91 we said we're going to go away from mainframes into Unix servers. And we made the unit of compute smaller. Then in the year, 2000 windows the next bubble burst and the recession afterwards we moved from Unix servers to Wintel windows and Intel x86 and eventually Linux as well. Again, we made things smaller going from million dollar servers to $5,000 servers, shorter lib servers. And that's what we did in 2008, 2009. I said, look, we don't even need to buy servers. We can do things with virtual machines which are servers that are an incarnation in the digital world. There's nothing in the physical world that actually even lives but we made it even smaller. And now with cloud in the last three, four years and what will happen in this coming decade. They're going to make it even smaller not just in space, which is size, with functions and containers and virtual machines, but also in time. >> So I think the right way to think about edges where can you reasonably process the data? And it obviously makes sense to process data at the first opportunity you have but much data is encrypted between the original device say and the application. And so edge as a place doesn't make as much sense as edge as an opportunity to decrypt and analyze it in the care. >> When I think of Shift-left, I think of that Mobius that we all look at all of the time and how we deliver and like plan, write code, deliver software, and then manage it, monitor it, right like that entire DevOps workflow. And today, when we think about where security lives, it either is a blocker to deploying production or most commonly it lives long after code has been deployed to production. And there's a security team constantly playing catch up trying to ensure that the development team whose job is to deliver value to their customers quickly, right? Deploy as fast as we can as many great customer facing features. They're then looking at it months after software has been deployed and then hurrying and trying to assess where the bugs are and trying to get that information back to software developers so that they can fix those issues. Shifting left to me means software engineers are finding those bugs as they're writing code or in the CIC CD pipeline long before code has been deployed to production. >> During this for quite a while now, it still comes down to the people. I can get the technology to do what it needs to do as long as they have the right requirements. So that goes back to people making sure we have the partnership that goes back to leadership and the people and then the change management aspects right out of the gate, you should be worrying about how this change is going to be how it's going to affect, and then the adoption and an engagement, because adoption is critical because you can go create the best thing you think from a technology perspective. But if it doesn't get used correctly, it's not worth the investment. So I agree, what is a digital transformation or innovation? It still comes down to understand the business model and injecting and utilizing technology to grow our reduce costs, grow the business or reduce costs. >> Okay, so look, there's so much other content on theCUBE on Cloud events site we'll put the link in the description below. We have other CEOs like Kathy Southwick and Ellen Nance. We have the CIO of UI path. Daniel Dienes talks about automation in the cloud and Appenzell from Anaplan. And a plan is not her company. By the way, Dave Humphrey from Bain also talks about his $750 million investment in Nutanix. Interesting, Rachel Stevens from red monk talks about the future of software development in the cloud and CTO, Hillary Hunter talks about the cloud going vertical into financial services. And of course, John Furrier and I along with special guests like Sergeant Joe Hall share our take on key trends, data and perspectives. So right here, you see the coupon cloud. There's a URL, check it out again. We'll, we'll pop this URL in the description of the video. So there's some great content there. I want to thank everybody who participated and thank you for watching this special episode of theCUBE Insights Powered by ETR. This is Dave Vellante and I'd appreciate any feedback you might have on how we can deliver better event content for you in the future. We'll be doing a number of these and we look forward to your participation and feedback. Thank you, all right, take care, we'll see you next time. (upbeat music)

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.

(upbeat music) >> From New York, it's the Cube covering escape nineteen. (upbeat music) >> Hello, welcome back to the cube coverage here in New York city for the first inaugural multi-cloud conference called escape 2019, I'm John Furrier host of the Cube, we're here with Natalie Gholmieh who's the data manager of data and integration services at the university of California, San Diego campus, office, >> sprawling data center, >> Yes (laughing) >> tons of IT, a lot of challenges. Welcome. >> Yeah, thank you for having me. >> So, thanks for taking the time out, you're a practitioner, you're here. Why are you at this conference, what are you hoping to gain from here? What interests you here at the multi-cloud escape conference. >> This conference is very much within the spirit of what we're trying to do. Uh- we- our CIO has directives which is, to avoid locking and to do multi-vendor orchestration um, an, uh, to go with containers first and open source wherever possible. So- and, I, this conference pretty much speaks to all of that. >> So, this is a really interesting data point because it seems the common thread is data and cloud is an integration thing so people are trying to find that integration point so they can have multiple vendors, multiple clouds. It seems like the multi-vendor were all back in the old days where you had multiple vendors, had a regimeous environment, data seems to be the lynch pin in all this. That's what you do- >> Right. >> How do you think about this because it used to be the big database ran the world, now you have lots of databases. You have applications, >> Right. >> they're everywhere now. >> Yeah, data is born in multiple systems but the data is also an asset right now, to all of the organizations including the university so, um, what we want to try to accomplish is to, uh, get all of this data possibly in one place or in multiple places and to be able to, to do analytics on top of this and this is what the value added processing over the data. >> What's exciting to you these days in the university? You guys try to change the business, what, what- it could be technology. What are the cool things that you like that you're working with right now or that you envision emerging? >> Yeah, so my team is currently building a platform to do an integrat- um, all of the data integration and we are planning to offer, this platform as a service to Developers to streamline and standardize, application development as well as integration development within the central IT of university. So this is pretty much the most exciting thing that we're doing is putting together this platform that is quite complex It is a journey that we're taking Together with the people who are already operating existing systems, and so we are putting this new thing that we're operating in parallel and we will be migrating to that new platform over time. >> I'm sure containers are involved >> Troupernetties >> Yes >> To be part of it >> Mhm, Mhm, yeah so the platform has two parts There is the application, publishing with Gooddoctrine troupernetties And we have also the streaming side of it Where to build the data pipeline with open source tools like ApacheNinefive and Apache kafka. So um yes So this is going to be wiring the data pipelines from source to target and moving the data in real time In order to- >> And you see that as a nice way to keep uh an option to move from cloud to cloud >> Potentially since the platforms role is to decouple the infrastructure from devolepment that way you could spin a portion of the platform on any cloud pretty much and run your workload. Anywhere you want. >> So classic Dev ops, Separate infrustracture as code provide a codified layer >> Yeah, Yeah >> So let me ask you a question, How did you get into all this data business? I mean what attracted you to the data field? What's your story? Tell us your story. >> Ah, so the data, you know, I personally started I mean I was I had more of a networking background and then I became a sys Admin and then I got into the business of logging and log aggregation for machine data And then I was you know using that Data to create Dashboards of system health and you know data correlation and this is what exposed me, personally, first to the data world. And then I saw the value in, in doing all of this With data and the value is even more impactful to the business, when you're working with actual business data. And then Right so I'm very excited about that. >> So you were swimming in the first data lake before data lakes were data lakes. >> Yeah, right, for machine data >> And once you're in there you see value Data exhaust comes in as we used to say back in the day. During the Hedupe days. Data exhaust. So now that you're doing the business value is the conversations the same, or are they different conversations? Or is it still the same kind of data conversation? What's, or is the, job the same? Because you still have machine data applications are throwing off data. >> Right >> You have infrastructure data being thrown off You have new abstrac-New software layers >> Yes >> Is it the same or is it different? Describe the current situation. >> Eh, you know, maybe the concepts are the same Uh, but I think the, the logging machine data has more value to IT to give incites on how to improve your, uh SLA's and your you know within the scope of IT. But the business data really will impact the business, the whole entire University for us. So, One of the things we're doing on the business side with the business data is to provide some analytics on students um, the student data in order to um, increase their chances for success so getting all of that data. Doing some reports and pattern analytics. And then yeah, and then coaching students. >> Not a bad place to live in San Diego. >> Oh It's excellent >> Isn't it, the weather's always perfect >> Oh yeah. >> The marine layers not as bad L.A. you know, or is it? >> Yeah we do have a good. University- >> The marine layer. >> University is right on the coast. So yeah, sometimes its gloomy the whole entire day. = [John] Yeah, I love it there I wish I could have gone to school at the university of San Diego >> It is great, It's a great place to be >> Love to go see my friends at Lajolla Del mar. >> Yeah >> Beautiful areas, >> Yup >> Great country. Well thank you for coming on, and sharing your insights into multi-cloudism and that thinking. It seems you're very foundational right now. In this whole thinking there's no master plan yet. People are really having good conversations around how to set it all up. >> Yup >> The architecture, >> Right >> The role, >> Yup >> You see the same thing? >> Yes architecture is actually a very essential piece of it because you need to plan before you go if you go without planning I think your bill is going be Up the roof, so it yeah >> So you'll sink in the quicksand of the data lake And get sucked into the data swamp >> Yeah, Right, yeah so, architecture is a big piece of it Design, and then build and then continuous improvement That's a huge thing at UC of San Diego >> You know what I get excited about, Is I get excited about real time, how real time, time series data is becoming a big part of the application development and understanding the context between good data and bad data, is always a hard problem a hard tech problem6. >> Yeah that is true, yeah their are a lot of processes that, uh should be set around the data to make sure that data is clean, and it's, a good data set and all that >> If data's an asset then does it have a value? Does it have a balance sheet? Should we value the data? Is some data more valuable then others? That's a good question, huh >> That is a good question, but I don't know the answer to that. >> No one knows it's like we always ask the question I think that's going to, I think that's a future state where at some point data can be recognized but right now it's hard to tell what's valuable or not. >> I think the value is in the return services And the value added services, that you As an organization, can bring to your customer base. This is where the value is and if you want to put a dollar amount on that, eheh, I don't know It's not my job >> And of course multiden here, Multi-clouds All have it and of course thank you so much for coming on Special time conversation. Keep conversation here theCube coverage. Of the first inaugural multi-cloud conference call to escape nineteen. Where the industry best are coming together practitioners, entrepenures, founders, executives and thought leaders, talking about what multi-cloud really can be and foundationally what it needs to be in place and this is what happens here at these conferences Tons of hallway conversations Natalie thank you for spending the time. Cube coverage. I'm John Furrier, thanks for watching. (simple upbeat music)

>> Announcer: From New York, it's theCube. Covering Escape/19. (techno music) >> Yeah, welcome back to theCube's coverage here in New York City for the first ever inaugural multicloud conference called Escape 2019, escape, we're in New York, we're not escaping from New York, we're escaping from the cloud. Jim Walker, Vice President of Product Marketing at Cockroach Labs, the custodian/founders of Cockroach Database. Welcome back, good to see you. >> Congratulations on your new role, new gig. Been there for a while? >> Yeah it's been a while since I've seen you, John, I've jumped out of the data space and into Kubernetes, and so, yeah, I landed at Cockroach Labs about a year ago. And having fun. >> It's interesting, the game is still the same, data is still the same as a value proposition, but software. >> Yeah. >> Data is now code, data is looking, interacting with software, data control planes, data layers, data lakes. All this is an evolution of stuff we were talking about back in the open source days at Hortonworks. The data is in motion, data in flight, data at rest, data is continuing to be critical in automation, security, every single app. >> Yeah, it's at the center of the big battle right now, right, there's this like... I just sense there's a larger battle going on for the platform right now, and the platform is being battled out by these large public cloud providers, and it's who can get compute, who can get actually, you know, people, residents in their cloud. Data has always been the centerpiece of that. Data is gravity, if it was on, before it was on-premise, so the battle was in-house at all these people and now it's like how do we get this stuff to move over. >> Yeah, we were talking before you came on camera, it helps we talk online a lot, and have a lot of connected friends in the cloud native space, but now that Cloud 2.0 has arrived, where it's enterprise hybrid, people are starting to get excited about that, you're seeing the re-platformization or refactoring or whatever word you want to use, a modern enterprise architecture, that has the best of cloud native, has the best of what the enterprise used to do with comput-- like mini-computers, whatnot, now packaged up an operating model. This modernization trend is hitting everything, note, developers, security, this is kind of where you're playing right now. Look what Google's done with Spanner database and where that's all come from in these kinds of large-scale data problems. Modernization's here, what's your take on this? >> Yeah, I know this is modernization, but it's stuff we've been doing for a long time. It's like, you know, I was talking to Steve Mulaney earlier, Steve's brilliant, right, and Steve's talking about 1992 we saw this transition to kind of client server. I've never seen anything like this trans... This transition and this modernization is much bigger than any of the other trends that we've been through. Back when we were talking before it was the Hadoop game, and we were talking modern data architecture, how do we actually transform the way we thought about data from these kind of single stovepipes of data into larger data lakes and this sort of thing. That was the beginning. What we're seeing this time though is a massive transformation up and down the stack of which data is one huge, massive piece of that. And as we know, man, data has gravity and it's at the center of this battle again. >> What's your definition of multicloud? We're at the first ever multicloud conference, what is multicloud? >> You know I get asked this a fair amount, so as I was looking for speakers it was like, "Well, what do you mean, a multicloud conference, what does that even mean?" There's a lot of people, multicloud unbelievers. I think we already live in a multicloud world. I think hybrid cloud is just multicloud. I talked to a lot of people through the CFP process for the conference. I had guys who were running edge computing platforms saying, "Talk to me about this", I'm like, "Well, if you look at it, it's just servers, they're just servers that are everywhere" and actually, how do we actually start to attach all this stuff. It's all multicloud, you know what is the cloud but a bunch of different servers that somebody else owns? You may own them, you may not. The challenge is going to be how do we tie all that together? >> Computer history has proven, if anything, heterogeneous environments, multi-vendor. You can go back and talk about, the comment about the client server, I mean, that was a real threat to the mainframe. Internetworking completely changed the game. At that time PCs were exploding in growth, and multi-vendor was a big buzzword. And that was the reality, you had to compete and service multiple vendors in an environment. >> Yeah, and-- >> Multiple cloud is just multiple vendors. >> John, it's called the multicloud conference, and you know my friend Joseph Jacks, I mean Joseph and I have a lot of conversations about things, you know, and he's brilliant in terms of how he thinks about commercial open source and how these things are, and you know I really played around with changing the name of this to the open and independent cloud conference, because that's really what this is about, it's about how do we have a conversation, in the open, about how we open up the cloud? I just thought, I was a little frustrated with some of the conferences I went to because, I think people are talking about this, but it's not lip service, it's just difficult to talk about it in a broader sense. >> Well, I'm really glad you did this because I've been calling multicloud bullshit on theCube for over a year, Stu and I have debates about this, and you know, putting-- >> I watched. >> Okay, of course, but people who know what I mean know that I believe that multicloud reality of "I have Amazon, I got Azure, I mean, hell, if you upgrade Office 365, you have Azure, so that's another cloud. So yes, people have multiple clouds in their environment, but the foundational work is being done now, you guys are doing it, and that's what I was getting at. There's no multiclouding going on, meaning sense of the seamless workload, what HashiCorp is doing, so this is the foundational, what you guys are getting at, in my mind, at least from my perspective, is a foundational conversation around what is the foundation of multicloud look like. >> And John, there is a technical equation here. I think a lot of people will argue the technical merits of what is multicloud, is it even possible to combine networking and security and all, those are really difficult problems to solve. At Cockroach Labs, to solve the database problem, to solve the data problem, to actually have, you know I could spin up a node at Cockroach on this laptop that's sitting next to you and have that participate in a database that spans multiple clouds, that's awesome. But there's a whole other side of this conversation, John, around what does it mean for my skills in my organization, what does it mean for the financial side of things, the legal, and so I think we're all dealing with a lot of these multicloud concepts, we're just not addressing them yet, and so, it's complex. >> Well, first of all, it's fun too, I mean it's complex, but innovation is complex. But here's the thing, Dave and I were joking around Cloud 2.0 and we picked that term, talking about Cloud 2.0, mainly because I remember during Web 2.0, it was just, everyone was just, "What is Web"..., and to create such a debate, so to goof on Web 2.0 we said Cloud 2.0, but what we mean is that it's changing, right? I'll give you an example, I mean to me Cloud 2.0 or multicloud is having a fully horizontal scalable infrastructure, that on-demand, elastic resource with domain specialty application development that takes advantage of data and machine learning for domain-specific context. And then having an addressable data layer on top of that. That to me is multicloud. >> And being able to service your customers no matter where they are. And unfortunately the public copywriters don't have full coverage across the whole planet so we inherently live in this multicloud world. If you wanted to pull an application today, I'm sorry but the world is your audience, there's no segmenting your app to just New York, right? And so how you actually service customers when they're coming at you from all over the planet. It's another challenge that we have. Fortunately I want to add to your Cloud Two conversation, I'm sorry the Cloud 2.0 conversation, that it is a world of hybrid and multi and multi region and single region and it's the evolution between these different kind of flavors of this situation, I feel is the emerging trend that's happening and we're-- >> Well categories are changing, network management becomes observability, configuration management becomes automation, the old database becomes a different kind of database for you, data protection is cyber protection. There's redefining moments here where white spaces are becoming larger categories. I mean, look at observability, probably going public, getting bought. >> John, look at what Google did over the past, like, 10, 12 years and look at the startups that are now out there that are kind of doing this really innovative stuff. We have LightStep here, you know Cockroach is another great example, what the Upbound team is doing, so people have been through this. From a data point of view we couldn't agree more. I can spin up an instance of RDS, Postgres and it's going to be a single instance, it's going to live in one region and that's going to service one bit of a cloud in one corner of the world. The cloud, and this massive distribution of stuff, it changed, you have to inherently start over when you're building these technologies, and that's why the CNCF has come about, right, is there's a fundamentally different approach-- >> CNCF, I love those guys and we're going to go to do CubeCon, but one of the things that I was talking with hashCode co-founder earlier today, he was talking about workflows. I was talking about workloads, and so I think the conversation is still technical and geeky but if you just abstract out all of the nerd talk and geek talk and say, "What's the workflow and what's the workload?", you go, okay, no other buzzwords should be talked. You've got to go onstage, so you've got to go. Jim Walker, Vice President of Product Marketing, Cockroach Labs, good friend of theCube, and our producer of this show, Mike Harold and the team, Escape/19, first inaugural multicloud conference. Be back with more after this short break. (techno music)

>>from New York. It's the Q covering Escape. 19. >>Welcome back to the Cube coverage here in New York City for the first inaugural multi cloud conference called Escape, where in New York City was staying in New York, were not escaping from New York were in New York. It's all about multi Cloud, and we're here. Lisa Marie Nancy, developer advocate for Port Works, and Eric Conn, vice president of Products Works. Welcome back. Q. >>Thank you, John. Good to see >>you guys. So, um, whenever the first inaugural of anything, we want to get into it and find out why. Multi clouds certainly been kicked around. People have multiple clouds, but is there really multi clouding going on? So this seems to be the theme here about setting the foundation, architecture and data of the two kind of consistent themes. What shared guys take Eric, What's your take on this multi cloud trend? Yeah, >>I think it's something we've all been actively watching for a couple years, and suddenly it is becoming the thing right? So every we just had ah, customer event back in Europe last week, and every customer there is already running multi cloud. It's always something on their consideration. So there's definitely it's not just a discussion topic. It's now becoming a practical reality. So this event's been perfect because it's both the sense of what are people doing, What are they trying to achieve and also the business sense. So it's definitely something that is not necessarily mainstream, but it's becoming much more how they're thinking about building all their applications. Going forward, >>you know, you have almost two camps in the world. Want to get your thoughts on this guy's Because, like you have cloud native and people that are cloud native, they love it. They born the cloud that get it. Everything's cracking along. The developers air on Micro Service's They're agile train with their own micro service's. Then you got the hybrid I t. Trying to be hybrid developer, right? So you kind of have to markets coming together. So to me, I see multi cloud as kind of a combination of old legacy Data center types of I t with cloud native, not just ops and dead. But how about like trying to build developer teams inside enterprises? This seems to be a big trend, and multi club fits into that because now the reality is that I got azure. I got Amazon. Well, let's take a step back and think about the architecture. What's the foundation? So that to me, is more my opinion. But I want to get your thoughts and reactions that because if it's true, that means some new thinking has to come around around. What's the architecture? What are you trying to do? What's the workloads behavior outcome look like? What's the work flows? So there's a whole nother set of conversations that happened. >>I agree. I think the thing that the fight out there right now that we want to make mainstream is that it's a platform choice, and that's the best way to go forward. So it's still an active debate. But the idea could be I want to do multi club, but I'm gonna lock myself into the Cloud Service is if that's the intent or that's the design architecture pattern. You're really not gonna achieve the goals we all set out to do right, So in some ways we have to design ourselves or have the architecture that will let us achieve the business schools that were really going for and that really means from our perspective or from a port works perspective. There's a platform team. That platform team should run all the applications and do so in a multi cloud first design pattern. And so from that perspective, that's what we're doing from a data plan perspective. And that's what we do with Kubernetes etcetera. So from that idea going forward, what we're seeing is that customers do want to build a platform team, have that as the architecture pattern, and that's what we think is going to be the winning strategy. >>Thank you. Also, when you have the definition of cod you have to incorporate, just like with hybrid I t the legacy applications. And we saw that you throughout the years those crucial applications, as we call them People don't always want them to refer to his legacy. But those are crucial applications, and our customers were definitely thinking about how we're gonna run those and where is the right places it on Prem. We're seeing that a lot too. So I think when we talk about multi cloud, we also talk about what What is in your legacy? What is it? Yeah, I >>like I mean I use legacy. I think it's a great word because I think it really puts nail in the coffin of that old way because remember, if you think about some of the large enterprises, these legacy applications, they've been optimized for hardware and optimize their full stack. They've been build up from the ground up, so they're cool. They're running stuff, but it doesn't always translate to see a new platform designed point. So how do you mean Containers is great fit for their Cooper names. Obviously, you know is the answer. We you guys see that as well, but okay, I can keep that and still get this design point. So I guess what I want to ask you guys, as you guys are digging into some of the customer facing conversations, what are they talking about? The day talking about? The platform? Specifically? Certainly, on the security side, we're seeing everyone running away from buying tools to thinking about platforms. What's the conversation like on the cloud side >>way? Did a talk are multiplied for real talk at Barcelona? Q. Khan put your X three on Sudden. Andrew named it for reals of Izzy, but we really wanted to talk about multiplied in the real world. And when we said show of hands in Barcelona, who's running multi cloud? It was very, very few. And this was in, what, five months? Four months ago? Whereas maybe our customers are just really super advanced because of our 100 plus customers. At four words, we Eric is right. A lot of them are already running multi cloud or if not their plan, in the planning stage right now. So even in the last +56 months, this has become a reality. And we're big fans of communities. I don't know if you know Eric was the first product manager for Pernetti. Hey, he's too shy to say it on Dhe. So yeah, and we think, you know, and criminal justice to be the answer to making all They caught a reality right now. >>Well, I want to get back into G, K, E and Cooper. Very notable historic moment. So congratulations, But to your point about multi cloud, it's interesting because, you know, having multiple clouds means things, right? So, for instance, if I upgrade to office 3 65 and I kill my exchange server, I'm essentially running azure by their definition. If I'm building it, stack on AWS. I'm a native, this customer. Let's just say I want to do some tensorflow or play with big table or spanner on Google. Now >>we have three >>clouds now they're not. So they have work clothes, specific objectives. I am totally no problem. I see that like for the progressive customers, some legacy be to be people who like maybe they put their toe in the cloud. But anyone doing meaningful cloud probably has multiple clouds. But that's workload driven when you get into tying them together and is interesting. And I think that's where I think you guys have a great opportunity in this community because if open source convene the gateway to minimize the lock in and when I say lock and I mean like locking them propriety respect if his value their great use it. But if I want to move my data out of the Amazon, >>you brought up so many good points. So let me go through a few and Lisa jumping. I feel like locking. People don't wanna be locked >>in at the infrastructure level. So, like you said, if >>there's value at the higher levels of Stack, and it helps me do my business faster. That's an okay thing to exchange, but it is just locked in and it's not doing anything. They're that's not equal exchange, right, So there's definitely a move from infrastructure up the platform. So locking in >>infrastructure is what people are trying to move away from. >>From what we see from the perspective of legacy, there is a lot of things happening in industry that's pretty exciting of how legacy will also start to running containers. And I'm sure you've seen that. But containers being the basis you could run a BM as well. And so that will mean a lot for in terms of how V EMS can start >>to be matched by orchestrators like kubernetes. So that is another movement for legacy, and I wanted to acknowledge that point >>now, in terms of the patterns, there are definitely applications, like a hybrid pattern where connect the car has to upload all its data once it docks into its location and move it to the data center. So there are patterns where the workflow does move the ups are the application data between on Prem into a public cloud, for instance, and then coming back from that your trip with Lisa. There is also examples where regulations require companies to enterprise is to be able to move to another cloud in a reasonable time frame. So there's definitely a notion of Multi Cloud is both an architectural design pattern. But it's also a sourcing strategy, and that sourcing strategy is more regulation type o. R. In terms of not being locked in. And that's where I'm saying it's all those things. I'd >>love to get your thoughts on this because I like where you're going with this because it kind of takes it to a level of okay, standardization, kubernetes nights, containers, everyone knows what that is. But then you start talking about a P I gateways, for instance, right? So if I'm a car and I have five different gateways on my device, I ot devices or I have multiple vendors dealing with control playing data that could be problematic. I gotta do something like that. So I'm starting. Envision them? I just made that news case up, but my point is is that you need some standards. So on the a p I side was seeing some trends there. One saying, Okay, here's my stuff. I'll just pass parameters with FBI State and stateless are two dynamics. What do you make of that? What, What? What has to happen next to get to that next level of happiness and goodness? Because Bernays, who's got it, got it there, >>right? I feel that next level. I feel like in Lisa, Please jump. And I feel like from automation perspective, Kubernetes has done that from a P I gateway. And what has to happen next. There's still a lot of easy use that isn't solved right. There's probably tons of opportunities out there to build a much better user experience, both from the operations point of view and from what I'm trying to do is an intense because what people aren't gonna automate right now is the intent. They automate a lot of the infrastructure manual tasks, and that's goodness. But from how I docked my application, how the application did it gets moved. We're still at the point of making policy driven, easy to use, and I think there's a lot of opportunities for everyone to get better there. That's like low priority loving fruitcake manual stuff >>and communities was really good at the local food. That's a really use case that you brought up. Really. People were looking at the data now and when you're talking about persistent mean kun is his great for stateless, but for state full really crucial data. So that's where we really come in. And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem and that data management problem. That's where this platform that Aaron was talking to that >>state problem. Talk about your company. I want to go back to to, um, Google Days. Um, many war stories around kubernetes will have the same fate as map reduce. Yeah, the debates internally at Google. What do we do with it? You guys made the good call. Congratulations on doing that. What was it like to be early on? Because you already had large scale. You were already had. Borg already had all these things in place. Um, it wasn't like there was what was, >>Well, a few things l say one is It was intense, right? It was intense in the sense that amazing amount of intelligence amazing amount of intent, and right back then a lot of things were still undecided, right? We're still looking at how containers or package we're still looking at how infrastructure kit run and a lot of service is were still being rolled out. So what it really meant is howto build something that people want to build, something that people want to run with you and how to build an ecosystem community. A lot of that the community got was done very well, right? You have to give credit to things like the Sig. A lot of things like how people like advocates like Lisa had gone out and made it part of what they're doing. And that's important, right? Every ecosystem needs to have those advocates, and that's what's going well, a cz ah flip side. I think there's a lot of things where way always look back, in which we could have done a few things differently. But that's a different story for different. Today >>I will come back in the studio Palop of that. I gotta ask you now that you're outside. Google was a culture shock. Oh my God! People actually provisioning software provisioning data center culture shock when there's a little >>bit of culture shock. One thing is, and the funny thing is coming full circle in communities now, is that the idea of an application? Right? The idea of what is an application eyes, something that feels very comfortable to a lot of legacy traditional. I wanna use traditional applications, but the moment you're you've spent so much time incriminates and you say, What's the application? It became a very hard thing, and I used to have a lot of academic debates. Where is saying there is no application? It's It's a soup of resources and such. So that was a hard thing. But funny thing is covered, as is now coming out with definitions around application, and Microsoft announced a few things in that area to so there are things that are coming full circle, but that just shows how the movement has changed and how things are becoming in some ways meeting each other halfway. >>Talk about the company, what you guys are doing. Take a moment. Explain in context to multi cloud. We're here. Port works. What's the platform? It's a product. What's the value proposition? What's the state of the company. >>So the companies? Uh well, well, it's grown from early days when Lisa and I joined where we're probably a handful now. We're in four or five cities. Geography ease over 100 people over 150 customers and there. It's been a lot of enterprises that are saying, like, How do I take this pattern of doing containers and micro service is And how do I run it with my mission? Critical business crinkle workloads. And at that point, there is no mission critical business critical workload that isn't stable so suddenly they're trying to say, How do I run These applications and containers and data have different life cycles. So what they're really looking for is a data plane that works with the control planes and how controlled planes are changing the behavior. So a lot of our technology and a lot of our product innovation has been around both the data plane but a storage control plane that integrates with a computer controlled plane. So I know we like to talk about one control plane. There's actually multiple control planes, and you mentioned security, right? If I look at how applications are running way after now securely access for applications, and it's no longer have access to the data. Before I get to use it, you have to now start to do things like J W. T. Or much higher level bearer tokens to say, I know how to access this application for this life cycle for this use case and get that kind of resiliency. So it's really around having that storage. More complexity absolutely need abstraction >>layers, and you got compute. Look, leading work there. But you gotta have >>software to do it from a poor works perspective. Our products entirely software right down loans and runs using kubernetes. And so the point here is we make remarries able to run all the staple workloads out of the box using the same comment control plane, which is communities. So that's the experiences that we really want to make it so that Dev Ops teams can run anywhere close. And that's that's in some ways been part of the mix. Lisa, >>we've been covering Dev up, going back to 2010. Remember when I first was hanging around San Francisco 2008 joint was coming out the woodwork and all that early days and you look at the journey of how infrastructures code We talked about that in 2008 and now we'll get 11 years later. Look at the advancements you've been through this now The tipping point. It's just seems like this wave is big and people are on it. The developers air getting it. It's a modern renaissance of application developers, and the enterprises it's happening in the enterprise is not just like the nerds Tier one, the Alfa Geeks or >>the Cloud native. It's happening in the >>everyone's on board this time, and you and I have been in the trenches in the early stages of many open source projects. And I think with with kubernetes Arab reference of community earlier, I'm super proud to be running the world's largest CNC F for user group. And it's a great community, a diverse community, super smart people. One of my favorite things about working for works is we have some really smart engineers that have figured out what companies want, how to solve problems, and then we'll go creative. It'll open source projects. We created a project called autopilot, really largely because one of our customers, every who's in the G s space and who's running just incredible application. You can google it and see what the work they're doing. It's all there publicly, Onda We built, you know, we built an open source project for them to help them get the most out of kubernetes. We can say so. There's a lot of people in the community system doing that. How can we make communities better halfway make commitments, enterprise grade and not take years to do that? Like some of the other open source projects that we worked on, it took. So it's a super exciting time to be here, >>and open source is growing so fast now. I mean, just think about how these projects being structured. Maur and Maur projects are coming online and user price, but a lot more vendor driven projects to use be mostly and used, but now you have a lot of vendors who are users. So the line is blurring between Bender User in Open source is really fascinating. >>Well, you look at the look of the landscape on the C N. C f. You know the website. I mean, it's what 400 that are already on board. It's really important. >>They don't have enough speaking slasher with >>right. I know, and it's just it. It is users and vendors. Everybody's in this community together. It's one of things that makes it super exciting. And it it's how we know this is This was the right choice for us to base this on communities because that's what everybody, you guys >>are practically neighbors. So we're looking for seeing the studio. Palo Alto Eric, I want to ask you one final question on the product side. Road map. What you guys thinking As Kubernetes goes, the next level state, a lot of micro service is observe abilities becoming a key part of it, Obviously, automation, configuration management things are developing fast. State. What's the What's the road map for you guys? >>For us, it's been always about howto handle the mission critical and make that application run seamlessly. And then now we've done a lot of portability. So disaster recovery has been one of the biggest things for us is that customers are saying, How do I do a hybrid pattern back to your earlier question of running on Prem and in Public Cloud and do a d. R. Pale over into some of the things at least, is pointing out that we're announcing soon is non series autopilot in the idea, automatically managing applications scale from a volume capacity. And then we're actually going to start moving a lot more into some of the what you do with data after the life cycle in terms of backup and retention. So those are the things that everyone's been pushing us and the customers are all asking for. You >>know, I think data they were back in recovery is interesting. I think that's going to change radically. And I think we look at the trend of how yeah, data backup and recovery was built. It was built because of disruption of business, floods, our gains, data center failure. But I think the biggest disruptions ransomware that malware. So security is now a active disruptor. So it's not like it after the hey, if we ever have, ah, fire, we can always roll back. So you're infected and you're just rolling back infected code. That's a ransomware dream. That's what's going on. So I think data protection it needs to be >>redefined. What do you think? Absolutely. I think there's a notion of How do I get last week's data last month? And then oftentimes customers will say, If I have a piece of data volume and I suddenly have to delete it, I still need to have some record of that action for a long time, right? So those are the kinds of things that are happening and his crew bearnaise and everything. It gets changed. Suddenly. The important part is not what was just that one pot it becomes. How do I reconstruct everything? What action is not one thing. It's everywhere. That's right and protected all through the platform. If it was a platform decision, it's not some the cattlemen on the side. You can't be a single lap. It has to be entire solution. And it has to handle things like, Where do you come from? Where is it allowed to go? And you guys have that philosophy. We absolutely, and it's based on the enterprises that are adopting port works and saying, Hey, this is my romance. I'm basing it on Kubernetes. You're my date a partner. We make it happen. >>This speaks to your point of why the enterprise is in. The vendors jumped in this is what people care about Security. How do you solve this last mile problem? Storage. Networking. How do you plug those holes in Kubernetes? Because that is crucial to our >>personal private moment. Victory moment for me personally, was been a big fan of Cuban is absolutely, you know, for years. Then there were created, talked about one. The moments that got me that was really kind of a personal, heartfelt moment was enterprise buyer. And, you know, the whole mindset in the Enterprise has always been You gotta kill the old to bring in the new. And so there's always been that tension of a you know, the shiny new toy from Silicon Valley or whatever. You know, I'm not gonna just trash this and have a migration za paying that. But for I t, they don't want that to do that. They hate doing migrations, but with containers and kubernetes that could actually they don't to end of life to bring in the new project. They can do it on their own timetable or keep it around. So that took a lot of air out of the tension in on the I t. Side because they say great I can deal with the lifecycle management, my app on my own terms and go play with Cloud native and said to me, that's like that was to be like, Okay, there it is. That was validation. That means this Israel because now they can innovate without compromising. >>I think so. And I think some of that has been how the ecosystems embrace it, right. So now it's becoming all the vendors are saying my internal stack is also based on community. So even if you as an application owner or not realizing it, you're gonna take a B M next year and you're gonna run it and it's gonna be back by something like awesome. Lisa >>Marie Nappy Eric on Thank you for coming on Port Works Hot start of multiple cities Kubernetes big developer Project Open Source. Talking about multi cloud here at the inaugural Multi cloud conference in New York City. It's the Cube Courage of escape. 2019. I'm John Period. Thanks for watching

>> Announcer: From New York, it's theCUBE covering Escape/19. (techno music) >> Hey welcome back to theCUBE's coverage of the first inaugural, Multi-Cloud Conference in New York City. It's called Escape/2019. I'm here with Brendan O'Leary, Senior Solutions Architect with GitLab. Is that right, Senior Solutions Architect? >> Brendan: Close enough, Manager, you know. >> Manager, architect, you work at GitLab, you're technical, so we'll have a good chat here. Welcome to theCUBE, good to see you. >> Thanks for having me. >> First Multi-Cloud Conference, really we love to go to the inaugural anything. >> Sure. >> Just in case it's not around next year, we can say we were here. It looks like it's got some legs, some interesting conversations I see in the hallways. You know, you guys are a big part of this revolution. GitLab, your company, you're providing opensource repositories, free, to get people to get started, as well you got paid stuff, as well. Hot area. GitHub was acquired by Microsoft. Some say Microsoft's not going to meddle with that. We'll see, but still, a super-important part of the community that you guys are involved in. >> It's true. We're seeing this multi-cloud revolution, if you want to call it that, with a lot of our customers, right? It's no longer that you pick one cloud, and that's where everything's going to run. You're going to have acquisitions. You're going to have the desire to negotiate and have a negotiating position with your vendors. You're going to want to use functionality that's maybe only in one of the clouds. And so we're really seeing this multi-cloud become more of a norm. And that's why we think it's critical to have a DevOps platform that's independent from that, so that you can deploy everywhere. >> So what's the lock-in spec? I mean, basically the thesis is that if you want to negotiating leverage, you want to have multi-cloud. I get the whole, "there's multiple clouds," because, upgrade to Office 365, you got Azure, basically. So, multi-vendor, multi-cloud, totally buy it. But what's the lock-in spec that's getting people agitated, or thinking about multi-cloud? >> Yeah, I think it's interesting, because there's both, of course, the technical side. Like I said, you might have functionality that you want to run that's only available on one cloud. But, the finance folks, and everyone else gets concerned about, "Hey, are we going to get locked into some vendor, "where we don't have any ability to negotiate?" And so I think that is part of it, and I read, as part of prepping for my talk here, a 2019 state-of-cloud report that said 84% of enterprises, today, are using more than one cloud. So I think that's indicative of that desire to not-- You may have a primary cloud where you deploy things, but you're going to use more than one. >> I think that's a fair reality. I mean, probably more, I mean, if you count all these, how they're bundling apps in there. What's your talk going to be about? Is it today or tomorrow? >> So, I'm talking tomorrow, and I'm talking about a framework for making decisions about multi-cloud. 'Cause again, I think that a lot of the times we get bogged down in the technology, and picking features over what we're really looking for, which is the business value of being able to have a single view, a single application, a single platform for your developers to be able to deploy, kind of no matter where it's going to end up, in the end, right? We don't want the developer having to think about that, necessarily, when they're building the application. We want to deliver value to our customers, right? And so we want them to be doing that differentiated work. >> Me and Armon were talking earlier, HashiCorp, CTO of HashiCorp, and he was talking about workflows, and I was talking about, okay, workloads. So, if you just take those two concepts, workflows and workloads, and just strip out any other technical conversation, what's the framework? Because, these are real issues. Those are the--that's the continuity issue for the business, not the tech. So, fill in the blanks around that. How does that--how do I get multi-cloud out of making sure my workflows aren't disrupted, and my workloads are kicking ass and doing their job? >> Yeah, I would say that that's a great question, and we love HashiCorp and what they've done for our space, and for multi-cloud, in general. They're a great partner for us. But I think the key is, the workflow you generally want to be the same, no matter where you're deploying, right? You want to have confidence that the code your building is secure, it's going to work, it's been tested, and, no matter where it deploys in the end, you want to have that same kind of workflow for your developers. But you also want to have workload portability, right? So, when you're talking about the ability to have a negotiating position, or the ability to run in multiple clouds, the same application, you know, have disaster recovery, have not just this monolith--mono-cloud environment, you have to have workload portability, as well. >> Well, Brendan, I'm not sure if they're taping your interview. Hope they are. If they are, then we'll get those copies in our video on cloud. But, you've got a framework for multi-cloud, and with the reality that everyone wants, or has either inherited, or has, or will want a multi-vendor environment, what is that framework for negotiating, or setting up the foundation? Because the theme here, my interviews here, and the hallway conversations, two things: One is foundational discussions around multi-cloud, I mean, early, thought leaders laying out, here's some lines to think about. And then, two, data. So, two, interesting, common threads, here: foundational thinking and data. >> I think that foundational thinking's important, because I think that's really what my framework gets to is, hey, we want to look at not just the technology, and not those answers. We want to look at, what are the business metrics that we're driving towards, right? 'Cause, in the end, again, that's what we want to be driving in software is our businesses. And, so, what are the business metrics that we're going to use, and how can we make it efficient? How can we make it governed? And how can we make it visible across those clouds? I think those are the three things to be focused on. >> And is there a certain way? So is it more, situational, based upon the environment, because maybe there's weights of certain variables over others? >> I think so. I think, depending on your environment, right? You maybe in a more highly regulated environment where governance is the number one, it's the king. But I think everyone has those governance concerns, right? None of us want to wake up to a security call that we should have known about, right? >> How's things going on in your world? GitLab, you guys are doing great. Good to see you guys got a big round of funding, recently. >> Going great. >> GitHub just sold for billions of dollars. That's a nice comp. >> Yeah, no, I say it's nice when someone sells a house in your neighborhood for a lot of money, right? But, yeah, no, what we see from that is the industry moving toward this single tool for your DevOps lifecycle, for your DevOps tool chain, and your DevOps lifecycle. We want to be able to have one way that developers deploy code, and we're seeing that kind of consolidation in the market. And we've had great success with that, so far. Our stated pubic desire is to go public next year. And we're on track for that, right now. So, we're looking forward to it. >> You know what's interesting and I love is the subtext to all this plot, which is, there's a human equation in all this, right? The human capital, human resource, the people-side of the equation, the cultural shifts in these companies, your customers, now. Any observational commentary that you can share around how DevOps has kind of gone mainstream? Any cultural shifts around people and their behaviors and their affinity towards certain things? >> Yeah, it's an interesting question. I saw an article yesterday about a CIO who was being promoted to CEO, as the current CEO stepped down, and how that was kind of a novel thing. But the article was actually talking about how we're going to see more of that, right? Businesses, eight years ago, Marc Andreesen said that software is eating the world. Well, I think software has eaten the world, and we're seeing that in our businesses, as every company becomes a software company. >> And open source, JJ would argue at OSS Capital, that there's new business models emerging, as well. And new opportunities, as well, for everyone involved. Open source software, cloud computing, multi-cloud, it's a great wave. >> It is a big wave, and, you know, GitLab's based on an open-source project, right? And so, just, we were founded only back in 2014, as a company, but we've come to find a business model that works, open-core, and we think there's a lot of opportunity in the market for folks to follow, and open source to have an even bigger impact than it's already had on the market. >> Final question for you, Brendan. What do you think about this conference, some of the hallway conversations, what's the vibe? For the folks that aren't here, what's it like? >> Oh, I mean, I think it's great. I think there's been a lot of great discussions, again, about very foundational things, about, hey, how do we look at this as a business leaders? But, then, I've also had great discussions about the technology and about Kubernetes, about those kinds of things that really enable us to have those kinds of conversations. >> Some good relationships being developed here. People know each other, too. >> Exactly, yeah, people I haven't seen in a long time, or people that I work with that I haven't seen 'cause we're all remote. >> It's great to see it in New York, too. >> Yeah, I love it in New York. So, I'm from DC, so it's a quick train ride up, but I love coming up, though. >> Not like us in California, big plane ride. Brendan, thank you so much for coming on theCUBE. Appreciate it. >> Yeah, great, thank you very much for having me. >> I'm John Furrier, here at the first, inaugural conference, Escape/19, back with more of that after this short break. (techno music)

>>from New York. It's the Q covering escape. 19. Hey, welcome back to the Cube coverage here in New York City for the first inaugural multi cloud conference called Escape. We're in New York City. Was staying in New York, were not escapee from New York were in New York. So about Multi Cloud. And we're here. Lisa Marie Nancy, developer advocate for report works, and Eric Conn, vice president of products. Welcome back with you. >>Thank you, John. >>Good to see you guys. So whenever the first inaugural of anything, we want to get into it and find out why. Multiplied certainly been kicked around. People have multiple clouds, but is there really multi clouding going on? So this seems to be the theme here about setting the foundation, architecture and data to kind of consistent themes. What's your guys take? Eric, What's your take on this multi cloud trend? >>Yeah, I think it's something we've all been actively watching for a couple years, and suddenly it is becoming the thing right? So every we just had a customer event back in Europe last week, and every customer there is already running multi cloud. It's always something on their consideration. So there's definitely it's not just a discussion topic. It's now becoming a practical reality. So this event's been perfect because it's both the sense of what are people doing, What are they trying to achieve and also the business sense. So it's definitely something that is not necessarily mainstream, but it's becoming much more how they're thinking about building all their applications Going forward. >>You know, you have almost two camps in the world to get your thoughts on this guy's because like you have a cloud native people that are cloud needed, they love it. They're born in the cloud that get it. Everything's bringing along. The developers are on micro service's They're agile train with their own micro service is when you got the hybrid. I t trying to be hybrid developer, right? So you kind of have to markets coming together. So to me, Essie multi Cloud as a combination of old legacy Data Center types of I t with cloud native not just optioned. It was all about trying to build developer teams inside enterprises. This seems to be a big trend, and multi cloud fits into them because now the reality is that I got azure, I got Amazon. Well, let's take a step back and think about the architecture. What's the foundation? So that to me, is more my opinion. But I want to get your thoughts and reactions that because if it's true, that means some new thinking has to come around around. What's the architecture, What we're trying to do? What's the workloads behavior outcome look like? What's the workflow? So there's a whole nother set of conversations. >>Yeah, that happened. I agree. I think the thing that the fight out there right now that we want to make mainstream is that it's a platform choice, and that's the best way to go forward. So it's still an active debate. But the idea could be I want to do multi club, but I'm gonna lock myself into the Cloud Service is if that's the intent or that's the design architecture pattern. You're really not gonna achieve the goals we all set out to do right, So in some ways we have to design ourselves or have the architecture that will let us achieve the business schools that were really going for and that really means from our perspective or from a port Works perspective. There's a platform team. That platform team should run all the applications and do so in a multi cloud first design pattern. And so from that perspective, that's what we're doing from a data plane perspective. And that's what we do with Kubernetes etcetera. So from that idea going forward, what we're seeing is that customers do want to build a platform team, have that as the architecture pattern, and that's what we think is going to be the winning strategy. >>Thank you. Also, when you have the death definition of cod, you have to incorporate, just like with hybrid a teeny the legacy applications. And we saw that you throughout the years those crucial applications, as we call them. People don't always want them to refer to his legacy. But those are crucial applications, and our customers were definitely thinking about how we're gonna run those and where is the right places it on Prem. We're seeing that a lot, too. So I think when we talk about multi cloud, we also talk about what what is in your legacy? What is your name? I mean, I >>like you use legacy. I think it's a great word because I think it really nail the coffin of that old way because remember, if you think about some of the large enterprises these legacy applications didn't optimized for harden optimize their full stack builds up from the ground up. So they're cool. They're running stuff, but it doesn't translate to see a new platform design point. So how do you continue? This is a great fit for that, cos obviously is the answer. You guys see that? Well, okay, I can keep that and still get this design point. So I guess what I want to ask you guys, as you guys are digging into some of the customer facing conversations, what are they talking about? The day talking about? The platform? Specifically? Certainly on the security side, we're seeing everyone running away from buying tools were thinking about platform. What's the conversation like on the outside >>before your way? Did a talk are multiplied for real talk at Barcelona. Q. Khan put your X three on son. Andrew named it for reals of busy, but we really wanted to talk about multiplied in the real world. And when we said show of hands in Barcelona, who's running multi pod. It was very, very few. And this was in, what, five months? Four months ago? Whereas maybe our customers are just really super advanced because of our 100 plus customers. At four words, we Eric is right. A lot of them are already running multi cloud or if not their plan, in the planning stage right now. So even in the last +56 months, this has become a reality. And we're big fans of your vanities. I don't know if you know, Eric was the first product manager for Pernetti. T o k. He's too shy to say it on dhe. So yeah, and we think, you know, And when it does seem to be the answer to making all they caught a reality right now. >>Well, I want to get back into G k e. And Cooper was very notable historical. So congratulations. But your point about multi cloud is interesting because, you know, having multiple clouds means things, right? So, for instance, if I upgrade to office 3 65 and I killed my exchange server, I'm essentially running azure by their definition. If I'm building a stack I need of us, I'm a Navy best customer. Let's just say I want to do some tensorflow or play with big table. Are spanner on Google now? I have three clouds. No, they're not saying they have worked low specific objectives. I am totally no problem. I see that all the progressive customers, some legacy. I need to be people like maybe they put their tone a file. But anyone doing meaningful cloud probably has multiple clouds, but that's workload driven when you get into tying them together. It's interesting. I think that's where I think you guys have a great opportunity in this community because it open source convene the gateway to minimize the locket. What locket? I mean, like locking the surprise respect if its value, their great use it. But if I want to move my data out of the Amazon, >>you brought up so many good points. So let me go through a few and Lisa jumping. I feel like locking. People don't wanna be locked in at the infrastructure level. So, like you said, if there's value at the higher levels of Stack and it helps me do my business faster, that's an okay thing to exchange. But if it's just locked in and it's not doing anything. They're that's not equal exchange, right? So there's definitely a move from infrastructure up the platform. So locking in infrastructure is what people are trying to move away from. From what we see from the perspective of legacy, there is a lot of things happening in industry that's pretty exciting. How legacy will also start to run in containers, and I'm sure you've seen that. But containers being the basis you could run a BM as well. And so that will mean a lot for in terms of how VM skin start to be matched by orchestrators like kubernetes. So that is another movement for legacy, and I wanted to acknowledge that point now, in terms of the patterns, there are definitely applications, like a hybrid pattern where connect the car has to upload all its data once it docks into its location and move it to the data center. So there are patterns where the workflow does move the ups are the application data between on Prem into a public cloud, for instance, and then coming back from that your trip with Lisa. There is also examples where regulations require companies to enterprise is to be able to move to another cloud in a reasonable time frame. So there's definitely a notion of Multi Cloud is both an architectural design pattern. But it's also a sourcing strategy and that sourcing strategies Maura regulation type o. R in terms of not being locked in. And that's where I'm saying it's all those things. >>You love to get your thoughts on this because I like where you're going with this because it kind of takes it to a level of Okay, standardization kubernetes nights containing one does that. But then you're something about FBI gateways, for instance. Right? So if I'm a car, have five different gig weighs on my device devices or I have multiple vendors dealing with control playing data that could be problematic. I gotta do something. So I started envisioned. I just made that this case up. But my point is, is that you need some standards. So on the A p I side was seeing some trends there once saying, Okay, here's my stuff. I'll just pass Paramus with FBI, you know, state and stateless are two dynamics. What do you make of that? What? What what has to happen next to get to that next level of happiness and goodness because Ruben is has got it, got it there, >>right? I feel like next level. I feel like in Lisa. Please jump. And I feel like from automation perspective, Kubernetes has done that from a P I gateway. And what has to happen next. There's still a lot of easy use that isn't solved right. There's probably tons of opportunities out there to build a much better user experience, both from operations point of view and from what I'm trying to do is an intense because what people aren't gonna automate right now is the intent to automate a lot of the infrastructure manual tasks, and that's goodness. But from how I docked my application, how the application did, it gets moved. We're still at the point of making policy driven, easy to use, and I think there's a lot of opportunities for everyone to get better there. >>That's like Logan is priority looking fruity manual stuff >>and communities was really good at the food. That's a really use case that you brought up really. People were looking at the data now, and when you're talking about persistent mean Cooney's is great for stateless, but for St Paul's really crucial data. So that's where we really come in. And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem and that data management problem. That's where this platform that Aaron was talking about >>We'll get to that state problem. Talk about your company. I wanna get back Thio, Google Days, um, many war stories around kubernetes. We'll have the same fate as map reduce. You know, the debates internally and Google. What do we do with it? You guys made a good call. Congratulations doing that. What was it like to be early on? Because you already had large scale. You already had. Borg already had all these things in place. Was it like there was >>a few things I'll say One is. It was intense, right? It was intense in the sense that amazing amount of intelligence, amazing amount of intent, and right back then a lot of things were still undecided, right? We're still looking at how containers are package. We're still looking at how infrastructure Kate run and a lot of the service's were still being rolled out. So what it really meant is howto build something that people want to build, something that people want to run with you and how to build an ecosystem community. A lot of that the community got was done very well, right? You have to give credit to things like the Sig. A lot of things like how people like advocates like Lisa had gone out and made it part of what they're doing. And that's important, right? Every ecosystem needs to have those advocates, and that's what's going well, a cz ah flip side. I think there's a lot of things where way always look back, in which we could have done a few things differently. But that's a different story for different >>will. Come back and get in the studio fellow that I gotta ask you now that you're outside. Google was a culture shock. Oh my God. People actually provisioning software. Yeah, I was in a data center. Cultures. There's a little >>bit of culture shock. One thing is, and the funny thing is coming full circle in communities now, is that the idea of an application, right? The idea of what is an application eyes something that feels very comfortable to a lot of legacy traditional. I wanna use traditional applications, but the moment you're you've spent so much time incriminates and you say, What's the application? It became a very hard thing, and I used to have a lot of academic debates wise saying there is no application. It's it's a soup of resources and such. So that was a hard thing. But funny thing is covered, as is now coming out with definitions around application, and Microsoft announced a few things in that area to so there are things that are coming full circle, but that just shows how the movement has changed and how things are becoming in some ways meeting each other halfway. >>Talk about the company. What you guys are doing. Taking moments explaining contacts. Multi Cloud were here. Put worse. What's the platform? It's a product. What's the value proposition? What's the state of the company? >>Yes. So the companies? Uh well, well, it's grown from early days when Lisa and I joined where we're probably a handful now. We're in four or five cities. Geography is over 100 people over 150 customers and there. It's been a lot of enterprises that are saying, like, How do I take this pattern? Doing containers and micro service is, and how do I run it with my mission? Critical business crinkle workloads And at that point, there is no mission critical business critical workload that isn't stable so suddenly they're trying to say, How do I run These applications and containers and data have different life cycles. So what they're really looking for is a data plane that works with the control planes and how controlled planes are changing the behavior. So a lot of our technology and a lot of our product innovation has been around both the data plane but a storage control plane that integrates with a computer controlled plane. So I know we like to talk about one control plane. There's actually multiple control planes, and you mentioned security, right? If I look at how applications are running way, acting now securely access for applications and it's no longer have access to the data. Before I get to use it, you have to now start to do things like J W. T. Or much higher level bear tokens to say I know how to access this application for this life cycle for this use case and get that kind of resiliency. So it's really around having that >>storage. More complexity, absolutely needing abstraction layers and you compute. Luckily, work there. But you gotta have software to do it >>from a poor box perspective. Our products entirely software right down loans and runs using kubernetes. And so the point here is we make remarries able to run all the staple workloads out of the box using the same comment control plane, which is communities. So that's the experiences that we really want to make it so that Dev Ops teams can run anywhere close. And that's that's in some ways been part of the mix. >>Lisa, we've been covering Jeff up. Go back to 2010. Remember when I first I was hanging around? San Francisco? Doesn't eight Joint was coming out the woodwork and all that early days. You look at the journey of how infrastructures code. We'll talk about that in 2008 and now we'll get 11 years later. Look at the advancements you've been through this now the tipping point just seems like this wave is big and people are on developers air getting it. It's a modern renaissance of application developers, and the enterprise it's happening in the enterprise is not just like the energy. You're one Apple geeks or the foundation. It's happening in >>everyone's on board this time, and you and I have been in the trenches in the early stages of many open source projects. And I think with kubernetes Arab reference of community earlier, I'm super proud to be running the world's largest CNC F for user group. And it's a great community, a diverse community, super smart people. One of my favorite things about working poor works is we have some really smart engineers that have figured out what companies want, how to solve problems, and then we'll go credible open source projects. We created a project called autopilot, really largely because one of our customers, every who's in the G s space and who's running just incredible application, you can google it and see what the work they're doing. It's all out there publicly. Onda we built, you know, we've built an open source project for them to help them get the most out of kubernetes we can say so there's a lot of people in the community system doing that. How can we make communities better? Half We make competitive enterprise grade and not take years to do that. Like some of the other open source projects that we worked on, it took. So it's a super exciting time to be here, >>and open source is growing so fast. Now just think about having project being structured. More and more projects are coming online and user profit a lot more. Vendor driven projects, too used mostly and used with. Now you have a lot of support vendors who are users, so the line is blurring between then their user in open source is really fast. >>Will you look at the look of the landscape on the C N. C. F? You know the website. I mean, it's what 400 that are already on board. It's really important. >>They don't have enough speaking slasher with >>right. I know, and it's just it. It is users and vendors. Everybody's in the community together. It's one of things that makes it super exciting, and it's how we know this is This was the right choice for us. Did they communities because that's what? Everybody? >>You guys are practically neighbors. We look for CNN Studio, Palo Alto. I wanna ask you one final question on the product side. Road map. What you guys thinking As Kubernetes goes, the next level state, a lot of micro service is observe. Ability is becoming a key part of it. The automation configuration management things are developing fast. State. What's the road for you guys? For >>us, it's been always about howto handle the mission critical and make that application run seamlessly. And then now we've done a lot of portability. So disaster recovery is one of the biggest things for us is that customers are saying, How do I do a hybrid pattern back to your earlier question of running on Prem and in Public Cloud and do a D. R fail over into a Some of the things, at least, is pointing out. That we're announcing soon is non Terry's autopilot in the idea of automatically managing applications scale from a volume capacity. And then we're actually going to start moving a lot more into some of what you do with data after the life cycle in terms of backup and retention. So those are the things that everyone's been pushing us, and the customers are all asking, >>You know, I think data that recovery is interesting. I think that's going to change radically. And I think we look at the trend of how yeah, data backup recovery was built. It was built because of disruption of business, floods, our games. That's right. It is in their failure. But I think the biggest disruptions ransomware that malware. So security is now a active disruptor, So it's not like it After today. If we hadn't have ah, fire, we can always roll back. So you're infected and you're just rolling back infected code. That's a ransomware dream. That's what's going on. So I think data protection needs to redefine. >>What do you think? Absolutely. I think there's a notion of how do I get last week's data last month and then oftentimes customers will say If I have a piece of data volume and I suddenly have to delete it, I still need to have some record of that action for a long time, right? So those are the kinds of things that are happening and his crew bearnaise and everything, it gets changed. Suddenly, the important part is not what was just that one pot it becomes. How do I reconstruct everything? Action >>is not one thing. It's everywhere That's right, protected all through the platform. It is a platform decision. It's not some cattlemen on the side. >>You can't be a single lap. It has to be entire solution. And it has to handle things like, Where do you come from? Where is it allowed to go? >>You guys have that philosophy? >>We absolutely. And it's based on the enterprises that are adopting port works and saying, Hey, this is my romance. I'm basing it on Kubernetes here, my data partner. How do you make it happen? >>This speaks to your point of why the enterprise is in the vendors jumped in. This is what people care about security. How do you solve this last mile problem? Storage, Networking. How do you plug those holes and kubernetes? Because that is crucial. >>One personal private moment. Victory moment for me personally, Waas been a big fan of Cuban, is actually, you know, for years in there when it was created, talked about one of moments that got me was personal. Heartfelt moment was enterprise buyer on. The whole mindset in the enterprise has always been You gotta kill the old to bring in the new. And so there's always been that tension of a you know, the shame, your toy from Silicon Valley or whatever. You know, I'm not gonna just trash this and have a migration is a pain in the butt fried. You don't want that to do that. They hate doing migrations, but with containers and kubernetes, they actually they don't end of life to bring in the new project they could do on their own or keep it around. So that took a lot of air out of the tension in on the I t. Side. Because it's a great I can deal with the life cycle of my app on my own terms and go play with Cloud native and said to me, I was like, That was to be like, Okay, there it is. That was validation. That means this is real because now they will be without compromising. >>I think so. And I think some of that has been how the ecosystems embraced it, right, So now it's becoming all the vendors are saying My internal stack is also based on company. So even if you as an application owner or not realizing it, you're gonna take a B M next year and you're gonna run it and it's gonna be back by something like >>the submarine and the aircon. Thank you for coming on court. Worse Hot started Multiple cities Kubernetes Big developer Project Open Source Talking about multi cloud here at the inaugural Multi Cloud Conference in New York City Secu Courage of Escape Plan 19 John Corey Thanks for watching.

>> Narrator: From New York, it's theCube. Covering Escape/19. (music plays) >> Welcome back everyone. It's Cube coverage for the first inaugural multicloud conference, Escape 2019. We are here with at Bassam Tabbara who is the CEO of Upbound, hot start-up, has not yet released their product but they're working on it. Good friend of theCube, Cube alumni. Bassam, good to see you again. >> Thank you, glad to be back on the Cube. >> Well we know your guys are beavering away, digging away at the product, building it out. You have a very compelling background coming into the cloud world. You're here at the multicloud, first ever conference >> That's right. >> There is hybrid cloud, but this is like being billed as the first multicloud conference. A lot of technical people here. >> Lots of. >> Lot of industry insiders setting the foundation is one theme I'm hearing and then the other theme is data. >> Yeah. >> These are the two dynamics. What's your take on this multicloud conference opportunity? >> Look, I think it's really interesting, it reflects kind of what's happening. Multicloud's becoming a reality, more and more people are, whether they like it or not, are actually using multiple vendors and they're trying to figure it out so I think it's great that we are now a forum, I mean there are likely to be more. We're doing one of the Atlanta Gitlab at the next KubeCon which is kind of cool. But you know so getting all the right people in here, focusing on the data problem. Where we look at from a universal control plain standpoint. There are lots of people here talking about the economics of this and what it means for venture capital in the next five years and what it means for acquisition patterns and NMA. There are lots of really interesting aspects being covered today. >> Yeah it's a classic inaugural conference where with the organic communities here you have a range of personas. Entrepreneurs, founder, executive, venture capitalists, all kind of having those candid conversations. What to do next. >> That's right. >> Kind of all ger multiclouds here. Questions is, what's it going to be? >> What's it going to be. Well I think I was trying to figure that out. Honestly, anything that makes it easy for enterprises to do this massive lifting and shifting of infrastructure and being able to control their data, deal with multiple vendors, the world is increasingly heterogeneous. That's another way of saying multicloud is just dealing with the heterogeneity. And it's going to be more and more heterogeneous because if you look at the trends, it's hard to imagine that all innovation is going to come out of one cloud company. Right. So if that's not the case then you have people innovating, people creating all sorts of new platforms and infrastructure. Ways of dealing with data, ways of dealing with networking. Or ways of dealing with storage. Data bases and everything else. Now that you've got this innovation happening, whether it's open source communities or not. And then as an enterprise user, I want to consume it, well I have to deal with the heterogeneity. How do I consume it? How do I bring it together? How do I make sense of it? How do I get it all secured? How do I get it all under my compliance department? Those are the opportunities that are on multicloud and it is a reality. So at some level I'd be hard pressed to find someone that says I'm using Amazon or Google or Azure only and not say using a boutique cloud or another service or something else. Everybody's got some set of services that are... >> I mean multicloud and multivendor are two words that you go back to the history of the computer industry >> That's right. multivendor is a heterogeneous environment. There's benefits of that. But all that was based upon the lock-in fear. And you'll be hearing some of that here. So what's your view of lock-in because if value creation is the lock-in, the red hat guys giving a talk about Wal-Mart cloud versus niche clouds, it's all open source so where's the lock-in? >> Yeah I don't know if I would subscribe to this as solving the lock-in problem and every time you use a vendor at some level you're kind of relying on them. If they have a good service you're kind of tied to them right? But the more interesting aspect to me is having a choice. So being able to say I'm going to pick the best data based vendor out there. One that suits my problem and being able to do that without having to let go of the integration aspect of us. If I have to choose a data based SaaS service that I really like but the cost of doing that involves me creating a new vendor or doing some custom automation, custom integration, figuring out monitoring, figuring out logging doing billing, doing metering. All of that stuff so that I can actually just consume one amazing service. That's a really large hurdle to kind of step over. And so, I think part of multicloud is reducing friction for being able to use things that you choose to. >> Do you have any commentary or advice for other founders or other CEOs or even any younger developers because we have a classical trained software developers, they think a certain way. They either were pipe lining it different, not doing Agile, their trained at Agile, but now micro service is a whole nother ballgame. How do you get people to think microservices when they've been classically trained Agile. >> Like Waterfall you're saying? >> Or Waterfall, both, both. >> I think there's a lot happening right now. I would start with looking at some of the best practices around building modern services. Things like Kubernetes and others help. Microservice adoption and all that stuff. But start with, honestly starting with a bunch of open sources probably not a bad place to be. But then find vendors that actually can support in one what you want to do. >> Final question. Tell us about your company. What's going on with you guys. Give an update on Upbound. What's going on? It's going great. We're growing. We launched this project called Crossplain. Like earlier or late last year. It's doing great. We're getting a ton of adoption on it. We're super happy with it. And we're growing the company. We're almost tripled the company this year. Which is fantastic. And working on a SaaS offering that we're exciting about. Hopefully we'll come back here and talk about it when it's... >> And you guys hiring? Looking for people? What's the update there? >> We are. We're hiring on the engineering side, we're hiring on the product side. It's start up so. You never stop hiring. >> Not for the faint of heart. >> Definitely not. >> Bassam, thanks for coming out. >> Yeah absolutely. Always fun. >> Here at the multicloud inaugural event. Escape. Here in New York City. Escape 2019 I'm John Furrier with theCube. Back with more after this short break.

>> Announcer: From New York, it's theCUBE covering Escape/19. (techno music) >> Hey welcome back to theCUBE's coverage of the first inaugural, Multi-Cloud Conference in New York City. It's called Escape/2019. I'm here with Brendan O'Leary, Senior Solutions Architect with GitLab. Is that right, Senior Solutions Architect? >> Brendan: Close enough, Manager, you know. >> Manager, architect, you work at GitLab, you're technical, so we'll have a good chat here. Welcome to theCUBE, good to see you. >> Thanks for having me. >> First Multi-Cloud Conference, really we love to go to the inaugural anything. >> Sure. >> Just in case it's not around next year, we can say we were here. It looks like it's got some legs, some interesting conversations I see in the hallways. You know, you guys are a big part of this revolution. GitLab, your company, you're providing opensource repositories, free, to get people to get started, as well you got paid stuff, as well. Hot area. GitHub was acquired by Microsoft. Some say Microsoft's not going to meddle with that. We'll see, but still, a super-important part of the community that you guys are involved in. >> It's true. We're seeing this multi-cloud revolution, if you want to call it that, with a lot of our customers, right? It's no longer that you pick one cloud, and that's where everything's going to run. You're going to have acquisitions. You're going to have the desire to negotiate and have a negotiating position with your vendors. You're going to want to use functionality that's maybe only in one of the clouds. And so we're really seeing this multi-cloud become more of a norm. And that's why we think it's critical to have a DevOps platform that's independent from that, so that you can deploy everywhere. >> So what's the lock-in spec? I mean, basically the thesis is that if you want to negotiating leverage, you want to have multi-cloud. I get the whole, "there's multiple clouds," because, upgrade to Office 365, you got Azure, basically. So, multi-vendor, multi-cloud, totally buy it. But what's the lock-in spec that's getting people agitated, or thinking about multi-cloud? >> Yeah, I think it's interesting, because there's both, of course, the technical side. Like I said, you might have functionality that you want to run that's only available on one cloud. But, the finance folks, and everyone else gets concerned about, "Hey, are we going to get locked into some vendor, "where we don't have any ability to negotiate?" And so I think that is part of it, and I read, as part of prepping for my talk here, a 2019 state-of-cloud report that said 84% of enterprises, today, are using more than one cloud. So I think that's indicative of that desire to not-- You may have a primary cloud where you deploy things, but you're going to use more than one. >> I think that's a fair reality. I mean, probably more, I mean, if you count all these, how they're bundling apps in there. What's your talk going to be about? Is it today or tomorrow? >> So, I'm talking tomorrow, and I'm talking about a framework for making decisions about multi-cloud. 'Cause again, I think that a lot of the times we get bogged down in the technology, and picking features over what we're really looking for, which is the business value of being able to have a single view, a single application, a single platform for your developers to be able to deploy, kind of no matter where it's going to end up, in the end, right? We don't want the developer having to think about that, necessarily, when they're building the application. We want to deliver value to our customers, right? And so we want them to be doing that differentiated work. >> Me and Armon were talking earlier, HashiCorp, CTO of HashiCorp, and he was talking about workflows, and I was talking about, okay, workloads. So, if you just take those two concepts, workflows and workloads, and just strip out any other technical conversation, what's the framework? Because, these are real issues. Those are the--that's the continuity issue for the business, not the tech. So, fill in the blanks around that. How does that--how do I get multi-cloud out of making sure my workflows aren't disrupted, and my workloads are kicking ass and doing their job? >> Yeah, I would say that that's a great question, and we love HashiCorp and what they've done for our space, and for multi-cloud, in general. They're a great partner for us. But I think the key is, the workflow you generally want to be the same, no matter where you're deploying, right? You want to have confidence that the code your building is secure, it's going to work, it's been tested, and, no matter where it deploys in the end, you want to have that same kind of workflow for your developers. But you also want to have workload portability, right? So, when you're talking about the ability to have a negotiating position, or the ability to run in multiple clouds, the same application, you know, have disaster recovery, have not just this monolith--mono-cloud environment, you have to have workload portability, as well. >> Well, Brendan, I'm not sure if they're taping your interview. Hope they are. If they are, then we'll get those copies in our video on cloud. But, you've got a framework for multi-cloud, and with the reality that everyone wants, or has either inherited, or has, or will want a multi-vendor environment, what is that framework for negotiating, or setting up the foundation? Because the theme here, my interviews here, and the hallway conversations, two things: One is foundational discussions around multi-cloud, I mean, early, thought leaders laying out, here's some lines to think about. And then, two, data. So, two, interesting, common threads, here: foundational thinking and data. >> I think that foundational thinking's important, because I think that's really what my framework gets to is, hey, we want to look at not just the technology, and not those answers. We want to look at, what are the business metrics that we're driving towards, right? 'Cause, in the end, again, that's what we want to be driving in software is our businesses. And, so, what are the business metrics that we're going to use, and how can we make it efficient? How can we make it governed? And how can we make it visible across those clouds? I think those are the three things to be focused on. >> And is there a certain way? So is it more, situational, based upon the environment, because maybe there's weights of certain variables over others? >> I think so. I think, depending on your environment, right? You maybe in a more highly regulated environment where governance is the number one, it's the king. But I think everyone has those governance concerns, right? None of us want to wake up to a security call that we should have known about, right? >> How's things going on in your world? GitLab, you guys are doing great. Good to see you guys got a big round of funding, recently. >> Going great. >> GitHub just sold for billions of dollars. That's a nice comp. >> Yeah, no, I say it's nice when someone sells a house in your neighborhood for a lot of money, right? But, yeah, no, what we see from that is the industry moving toward this single tool for your DevOps lifecycle, for your DevOps tool chain, and your DevOps lifecycle. We want to be able to have one way that developers deploy code, and we're seeing that kind of consolidation in the market. And we've had great success with that, so far. Our stated pubic desire is to go public next year. And we're on track for that, right now. So, we're looking forward to it. >> You know what's interesting and I love is the subtext to all this plot, which is, there's a human equation in all this, right? The human capital, human resource, the people-side of the equation, the cultural shifts in these companies, your customers, now. Any observational commentary that you can share around how DevOps has kind of gone mainstream? Any cultural shifts around people and their behaviors and their affinity towards certain things? >> Yeah, it's an interesting question. I saw an article yesterday about a CIO who was being promoted to CEO, as the current CEO stepped down, and how that was kind of a novel thing. But the article was actually talking about how we're going to see more of that, right? Businesses, eight years ago, Marc Andreesen said that software is eating the world. Well, I think software has eaten the world, and we're seeing that in our businesses, as every company becomes a software company. >> And open source, JJ would argue at OSS Capital, that there's new business models emerging, as well. And new opportunities, as well, for everyone involved. Open source software, cloud computing, multi-cloud, it's a great wave. >> It is a big wave, and, you know, GitLab's based on an open-source project, right? And so, just, we were founded only back in 2014, as a company, but we've come to find a business model that works, open-core, and we think there's a lot of opportunity in the market for folks to follow, and open source to have an even bigger impact than it's already had on the market. >> Final question for you, Brendan. What do you think about this conference, some of the hallway conversations, what's the vibe? For the folks that aren't here, what's it like? >> Oh, I mean, I think it's great. I think there's been a lot of great discussions, again, about very foundational things, about, hey, how do we look at this as a business leaders? But, then, I've also had great discussions about the technology and about Kubernetes, about those kinds of things that really enable us to have those kinds of conversations. >> Some good relationships being developed here. People know each other, too. >> Exactly, yeah, people I haven't seen in a long time, or people that I work with that I haven't seen 'cause we're all remote. >> It's great to see it in New York, too. >> Yeah, I love it in New York. So, I'm from DC, so it's a quick train ride up, but I love coming up, though. >> Not like us in California, big plane ride. Brendan, thank you so much for coming on theCUBE. Appreciate it. >> Yeah, great, thank you very much for having me. >> I'm John Furrier, here at the first, inaugural conference, Escape/19, back with more of that after this short break. (techno music)

>> Announcer: From New York, it's theCube. Covering Escape/19. (techno music) >> Yeah, welcome back to theCube's coverage here in New York City for the first ever inaugural multicloud conference called Escape 2019, escape, we're in New York, we're not escaping from New York, we're escaping from the cloud. Jim Walker, Vice President of Product Marketing at Cockroach Labs, the custodian/founders of Cockroach Database. Welcome back, good to see you. >> Congratulations on your new role, new gig. Been there for a while? >> Yeah it's been a while since I've seen you, John, I've jumped out of the data space and into Kubernetes, and so, yeah, I landed at Cockroach Labs about a year ago. And having fun. >> It's interesting, the game is still the same, data is still the same as a value proposition, but software. >> Yeah. >> Data is now code, data is looking, interacting with software, data control planes, data layers, data lakes. All this is an evolution of stuff we were talking about back in the open source days at Hortonworks. The data is in motion, data in flight, data at rest, data is continuing to be critical in automation, security, every single app. >> Yeah, it's at the center of the big battle right now, right, there's this like... I just sense there's a larger battle going on for the platform right now, and the platform is being battled out by these large public cloud providers, and it's who can get compute, who can get actually, you know, people, residents in their cloud. Data has always been the centerpiece of that. Data is gravity, if it was on, before it was on-premise, so the battle was in-house at all these people and now it's like how do we get this stuff to move over. >> Yeah, we were talking before you came on camera, it helps we talk online a lot, and have a lot of connected friends in the cloud native space, but now that Cloud 2.0 has arrived, where it's enterprise hybrid, people are starting to get excited about that, you're seeing the re-platformization or refactoring or whatever word you want to use, a modern enterprise architecture, that has the best of cloud native, has the best of what the enterprise used to do with comput-- like mini-computers, whatnot, now packaged up an operating model. This modernization trend is hitting everything, note, developers, security, this is kind of where you're playing right now. Look what Google's done with Spanner database and where that's all come from in these kinds of large-scale data problems. Modernization's here, what's your take on this? >> Yeah, I know this is modernization, but it's stuff we've been doing for a long time. It's like, you know, I was talking to Steve Mulaney earlier, Steve's brilliant, right, and Steve's talking about 1992 we saw this transition to kind of client server. I've never seen anything like this trans... This transition and this modernization is much bigger than any of the other trends that we've been through. Back when we were talking before it was the Hadoop game, and we were talking modern data architecture, how do we actually transform the way we thought about data from these kind of single stovepipes of data into larger data lakes and this sort of thing. That was the beginning. What we're seeing this time though is a massive transformation up and down the stack of which data is one huge, massive piece of that. And as we know, man, data has gravity and it's at the center of this battle again. >> What's your definition of multicloud? We're at the first ever multicloud conference, what is multicloud? >> You know I get asked this a fair amount, so as I was looking for speakers it was like, "Well, what do you mean, a multicloud conference, what does that even mean?" There's a lot of people, multicloud unbelievers. I think we already live in a multicloud world. I think hybrid cloud is just multicloud. I talked to a lot of people through the CFP process for the conference. I had guys who were running edge computing platforms saying, "Talk to me about this", I'm like, "Well, if you look at it, it's just servers, they're just servers that are everywhere" and actually, how do we actually start to attach all this stuff. It's all multicloud, you know what is the cloud but a bunch of different servers that somebody else owns? You may own them, you may not. The challenge is going to be how do we tie all that together? >> Computer history has proven, if anything, heterogeneous environments, multi-vendor. You can go back and talk about, the comment about the client server, I mean, that was a real threat to the mainframe. Internetworking completely changed the game. At that time PCs were exploding in growth, and multi-vendor was a big buzzword. And that was the reality, you had to compete and service multiple vendors in an environment. >> Yeah, and-- >> Multiple cloud is just multiple vendors. >> John, it's called the multicloud conference, and you know my friend Joseph Jacks, I mean Joseph and I have a lot of conversations about things, you know, and he's brilliant in terms of how he thinks about commercial open source and how these things are, and you know I really played around with changing the name of this to the open and independent cloud conference, because that's really what this is about, it's about how do we have a conversation, in the open, about how we open up the cloud? I just thought, I was a little frustrated with some of the conferences I went to because, I think people are talking about this, but it's not lip service, it's just difficult to talk about it in a broader sense. >> Well, I'm really glad you did this because I've been calling multicloud bullshit on theCube for over a year, Stu and I have debates about this, and you know, putting-- >> I watched. >> Okay, of course, but people who know what I mean know that I believe that multicloud reality of "I have Amazon, I got Azure, I mean, hell, if you upgrade Office 365, you have Azure, so that's another cloud. So yes, people have multiple clouds in their environment, but the foundational work is being done now, you guys are doing it, and that's what I was getting at. There's no multiclouding going on, meaning sense of the seamless workload, what HashiCorp is doing, so this is the foundational, what you guys are getting at, in my mind, at least from my perspective, is a foundational conversation around what is the foundation of multicloud look like. >> And John, there is a technical equation here. I think a lot of people will argue the technical merits of what is multicloud, is it even possible to combine networking and security and all, those are really difficult problems to solve. At Cockroach Labs, to solve the database problem, to solve the data problem, to actually have, you know I could spin up a node at Cockroach on this laptop that's sitting next to you and have that participate in a database that spans multiple clouds, that's awesome. But there's a whole other side of this conversation, John, around what does it mean for my skills in my organization, what does it mean for the financial side of things, the legal, and so I think we're all dealing with a lot of these multicloud concepts, we're just not addressing them yet, and so, it's complex. >> Well, first of all, it's fun too, I mean it's complex, but innovation is complex. But here's the thing, Dave and I were joking around Cloud 2.0 and we picked that term, talking about Cloud 2.0, mainly because I remember during Web 2.0, it was just, everyone was just, "What is Web"..., and to create such a debate, so to goof on Web 2.0 we said Cloud 2.0, but what we mean is that it's changing, right? I'll give you an example, I mean to me Cloud 2.0 or multicloud is having a fully horizontal scalable infrastructure, that on-demand, elastic resource with domain specialty application development that takes advantage of data and machine learning for domain-specific context. And then having an addressable data layer on top of that. That to me is multicloud. >> And being able to service your customers no matter where they are. And unfortunately the public copywriters don't have full coverage across the whole planet so we inherently live in this multicloud world. If you wanted to pull an application today, I'm sorry but the world is your audience, there's no segmenting your app to just New York, right? And so how you actually service customers when they're coming at you from all over the planet. It's another challenge that we have. Fortunately I want to add to your Cloud Two conversation, I'm sorry the Cloud 2.0 conversation, that it is a world of hybrid and multi and multi region and single region and it's the evolution between these different kind of flavors of this situation, I feel is the emerging trend that's happening and we're-- >> Well categories are changing, network management becomes observability, configuration management becomes automation, the old database becomes a different kind of database for you, data protection is cyber protection. There's redefining moments here where white spaces are becoming larger categories. I mean, look at observability, probably going public, getting bought. >> John, look at what Google did over the past, like, 10, 12 years and look at the startups that are now out there that are kind of doing this really innovative stuff. We have LightStep here, you know Cockroach is another great example, what the Upbound team is doing, so people have been through this. From a data point of view we couldn't agree more. I can spin up an instance of RDS, Postgres and it's going to be a single instance, it's going to live in one region and that's going to service one bit of a cloud in one corner of the world. The cloud, and this massive distribution of stuff, it changed, you have to inherently start over when you're building these technologies, and that's why the CNCF has come about, right, is there's a fundamentally different approach-- >> CNCF, I love those guys and we're going to go to do CubeCon, but one of the things that I was talking with hashCode co-founder earlier today, he was talking about workflows. I was talking about workloads, and so I think the conversation is still technical and geeky but if you just abstract out all of the nerd talk and geek talk and say, "What's the workflow and what's the workload?", you go, okay, no other buzzwords should be talked. You've got to go onstage, so you've got to go. Jim Walker, Vice President of Product Marketing, Cockroach Labs, good friend of theCube, and our producer of this show, Mike Harold and the team, Escape/19, first inaugural multicloud conference. Be back with more after this short break. (techno music)